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U.S. Media Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies124
  • 7D0.5%
  • 3M-5.8%
  • 1Y-14.8%
  • YTD-9.6%

The Media is pretty flat in the last 7 days, but Fox has stood out, gaining 4.4%. Unfortunately though, the industry is down 15% over the past 12 months. Looking forward, earnings are forecast to grow by 37% annually.

Industry Valuation and Performance

Has the U.S. Media Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 02 Jun 2026US$202.9bUS$205.3b-US$9,574,244,341.2623.4x-21.2x1x
Thu, 30 Apr 2026US$205.8bUS$204.8b-US$10,057,793,934.8915.2x-20.5x1x
Sat, 28 Mar 2026US$207.4bUS$202.7b-US$9,885,668,857.2214.2x-21x1x
Mon, 23 Feb 2026US$215.4bUS$206.5b-US$7,070,921,795.6314x-30.5x1x
Wed, 21 Jan 2026US$229.7bUS$206.3b-US$1,913,185,352.1214.3x-120.1x1.1x
Fri, 19 Dec 2025US$343.7bUS$324.0bUS$19.5b16.1x17.6x1.1x
Sun, 16 Nov 2025US$319.5bUS$332.7bUS$20.2b16.1x15.8x1x
Tue, 14 Oct 2025US$343.3bUS$330.4bUS$31.2b19x11x1x
Thu, 11 Sep 2025US$362.5bUS$330.6bUS$31.2b19.9x11.6x1.1x
Sat, 09 Aug 2025US$339.9bUS$330.6bUS$31.6b20.7x10.8x1x
Mon, 07 Jul 2025US$390.7bUS$331.6bUS$19.5b18.1x20x1.2x
Wed, 04 Jun 2025US$371.3bUS$331.6bUS$19.5b17.3x19x1.1x
Fri, 02 May 2025US$359.1bUS$334.2bUS$19.8b17.2x18.1x1.1x
Sun, 30 Mar 2025US$370.4bUS$334.2bUS$20.5b14.1x18.1x1.1x
Tue, 25 Feb 2025US$375.1bUS$331.9bUS$16.8b15.8x22.3x1.1x
Thu, 23 Jan 2025US$400.1bUS$329.9bUS$15.2b14.2x26.3x1.2x
Sat, 21 Dec 2024US$402.2bUS$329.9bUS$15.2b14.1x26.5x1.2x
Mon, 18 Nov 2024US$428.8bUS$330.0bUS$15.2b14.8x28.2x1.3x
Wed, 16 Oct 2024US$409.3bUS$318.4bUS$16.6b14x24.6x1.3x
Fri, 13 Sep 2024US$378.4bUS$318.3bUS$16.7b13.3x22.7x1.2x
Sun, 11 Aug 2024US$391.8bUS$327.4bUS$17.6b14.5x22.2x1.2x
Tue, 09 Jul 2024US$377.0bUS$329.1bUS$23.3b11.8x16.2x1.1x
Thu, 06 Jun 2024US$379.1bUS$329.4bUS$23.2b11.2x16.3x1.2x
Sat, 04 May 2024US$367.2bUS$330.4bUS$22.2b12.3x16.5x1.1x
Mon, 01 Apr 2024US$393.5bUS$330.6bUS$21.6b14.3x18.2x1.2x
Wed, 28 Feb 2024US$385.7bUS$319.6bUS$22.0b13.2x17.5x1.2x
Fri, 26 Jan 2024US$410.7bUS$333.0bUS$23.4b13.8x17.6x1.2x
Sun, 24 Dec 2023US$412.7bUS$332.3bUS$23.2b13.4x17.8x1.2x
Tue, 21 Nov 2023US$398.7bUS$332.8bUS$23.2b12.5x17.2x1.2x
Thu, 19 Oct 2023US$422.2bUS$334.3bUS$15.7b14.9x26.9x1.3x
Sat, 16 Sep 2023US$432.8bUS$334.3bUS$15.7b15.5x27.6x1.3x
Mon, 14 Aug 2023US$438.0bUS$334.2bUS$15.6b15.6x28x1.3x
Wed, 12 Jul 2023US$424.9bUS$334.8bUS$17.3b14.8x24.5x1.3x
Fri, 09 Jun 2023US$404.6bUS$334.8bUS$17.3b14.4x23.4x1.2x
Price to Earnings Ratio

23.4x


Total Market Cap: US$404.6bTotal Earnings: US$17.3bTotal Revenue: US$334.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 11.7x202420252026
Current Industry PE
  • Investors are pessimistic on the American Media industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.99x.
Past Earnings Growth
  • Total earnings for the Media industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 15% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the U.S. Telecom industry?

US Market1.58%
Telecom0.19%
Media0.49%
Cable and Satellite2.01%
Publishing0.57%
Broadcasting-0.24%
Advertising-1.30%
Industry PE
  • Investors are most optimistic about the Broadcasting industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 25.0%, which is higher than its past year's earnings decline of 42.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Cable and Satellite industry, expecting annual earnings growth of 50% over the next 5 years.
  • This is better than its past earnings decline of 21% per year.
  • In contrast, the Publishing industry is expected to see its earnings grow by 14% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
FOXA FoxUS$66.814.4%
+US$1.2b		21.2%PE16.4x
SATS EchoStarUS$127.422.6%
+US$933.2m		599.7%PS2.5x
PSKY Paramount SkydanceUS$10.985.0%
+US$582.0m		-8.0%PS0.4x
NWSA NewsUS$26.803.5%
+US$486.0m		-4.6%PE32.7x
TTD Trade DeskUS$23.223.8%
+US$394.9m		-68.9%PE25.2x

Latest News

TTD
US$23.22
Trade Desk
7D
3.8%
1Y
-68.9%
FOXA
US$66.81
Fox
7D
4.4%
1Y
21.2%
Narrative Update • Jun 01

FOXA: Live Events And Streaming Momentum Will Support Higher Earnings Power

Analysts have nudged their average price target for Fox higher, with the fair value estimate moving from about $71.00 to roughly $73.88, citing updated assumptions around revenue growth, profit margins, discount rates, and future P/E expectations. Analyst Commentary Recent research updates point to a cluster of higher price targets for Fox, with several firms lifting their fair value estimates by US$1 to US$9.
ADV
US$37.44
Advantage Solutions
7D
-11.5%
1Y
30.2%
Narrative Update • Jun 01

ADV: Reverse Split And Flat 2026 Outlook Will Guide Balanced Expectations

Analysts maintained their $35.00 price target for Advantage Solutions, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin, and future P/E to reflect a more refined risk and earnings profile for the stock. What's in the News Reaffirmed 2026 earnings guidance, with revenues expected to be flat to up low single digits, giving you a clearer view of management’s current outlook (company guidance) Provided initial 2026 earnings guidance earlier in the year with the same revenue range of flat to up low single digits, reinforcing the current revenue expectation range (company guidance) Stockholders approved amendments to the certificate of incorporation to allow a reverse stock split of Class A common stock at a ratio between 1-for-10 and 1-for-25, along with a reduction in authorized common and preferred shares, subject to the board’s discretion on timing and final ratio (stockholder meeting) Announced a 1-for-25 stock split or significant stock dividend effective March 27, 2026, which will affect the share count and per share figures for investors (company announcement) Reported completion of the buyback program announced on November 9, 2021, with 12,894,517 shares repurchased for US$53.97 million, while no shares were repurchased in the period from October 1, 2025 to December 31, 2025 (buyback update) Valuation Changes Fair Value: maintained at $35.00 per share, with no change in the central valuation estimate.
MGNI
US$15.38
Magnite
7D
16.5%
1Y
-7.8%
Narrative Update • Jun 01

MGNI: Expanded Walmart Data Partnership Will Support Higher Future Trading Multiple

Narrative Update Analysts have modestly trimmed Magnite's fair value estimate from about $34.36 to $33.86. This reflects updates to growth, margin and future P/E assumptions while still highlighting the expanded Walmart partnership as a positive driver for the connected TV and commerce media opportunity.
OMC
US$75.97
Omnicom Group
7D
1.4%
1Y
7.8%
Narrative Update • May 31

OMC: Trade Desk Fee Audit Will Support Future Earnings Power

The analyst price target for Omnicom Group has been reduced by about $1 as analysts factor in higher perceived execution risk around the Interpublic acquisition and the integration, restructuring and reorganization work ahead. Analyst Commentary Bullish Takeaways Bullish analysts who have raised price targets highlight the potential for the combined Omnicom and Interpublic operations to create a larger, more diversified platform, which they see as supportive of long term growth and valuation if integration goals are met.
CHTR
US$142.60
Charter Communications
7D
-1.8%
1Y
-63.9%
SATS
US$127.42
EchoStar
7D
2.6%
1Y
599.7%
FLNT
US$2.17
Fluent
7D
-16.5%
1Y
20.6%
Narrative Update • May 29

FLNT: CMS Momentum And New Partnerships Will Drive 2026 Reassessment

Analysts have lifted their price target on Fluent to $4.25 from $3.50, citing a reassessment of fair value alongside updated views on discount rate, revenue growth, profit margins, and future P/E assumptions following recent mixed results and new bullish coverage. Analyst Commentary Recent research reflects a mixed but engaged view on Fluent, with bullish analysts focusing on specific growth drivers and cautious analysts highlighting execution risks and valuation questions.
PSKY
US$10.98
Paramount Skydance
7D
5.0%
1Y
-8.0%
OPTU
US$1.16
Optimum Communications
7D
75.5%
1Y
-48.0%
AMBR
US$1.63
Amber International Holding
7D
-12.4%
1Y
-82.3%
NWSA
US$26.80
News
7D
3.5%
1Y
-4.6%
LBRD.K
US$33.44
Liberty Broadband
7D
-1.5%
1Y
-64.3%
PERI
US$8.31
Perion Network
7D
-7.5%
1Y
-21.8%
EVC
US$9.28
Entravision Communications
7D
-5.7%
1Y
371.1%
Seeking Alpha • May 21

Entravision: The Broadcaster That Quietly Became An Ad-Tech Company

Summary Entravision Communications has transformed into a high-growth ad-tech platform, with ATS now driving the majority of revenue and profitability. ATS delivered 204% year-over-year revenue growth and 22% EBIT margins in Q1 2026, highlighting strong scalability and operating leverage. EVC trades at broadcasting multiples despite ad-tech-like growth and margins, suggesting further upside if ATS sustains momentum. I assign a buy rating, seeing attractive risk/reward even after the stock’s sharp rally, provided ATS maintains its trajectory. Read the full article on Seeking Alpha
NXST
US$184.40
Nexstar Media Group
7D
-2.3%
1Y
10.2%