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U.S. Media Industry Analysis

UpdatedOct 18, 2025
DataAggregated Company Financials
Companies128
  • 7D-0.5%
  • 3M-10.0%
  • 1Y-18.8%
  • YTD-16.9%

The Media industry has been flat over the last week, but Trade Desk has lost 4.5%. As for the longer term, the industry has declined 19% in the last year. As for the next few years, earnings are expected to grow by 4.4% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 19 Oct 2025US$340.3bUS$330.4bUS$31.2b19x10.9x1x
Tue, 16 Sep 2025US$361.6bUS$330.6bUS$31.2b20.1x11.6x1.1x
Thu, 14 Aug 2025US$333.3bUS$330.6bUS$31.3b18.4x10.7x1x
Sat, 12 Jul 2025US$385.8bUS$331.6bUS$19.5b18.2x19.8x1.2x
Mon, 09 Jun 2025US$372.0bUS$332.1bUS$19.5b17.3x19.1x1.1x
Wed, 07 May 2025US$358.4bUS$334.0bUS$19.9b15.4x18x1.1x
Fri, 04 Apr 2025US$377.4bUS$334.3bUS$20.4b13.9x18.5x1.1x
Sun, 02 Mar 2025US$374.8bUS$335.3bUS$20.1b14.9x18.7x1.1x
Tue, 28 Jan 2025US$405.2bUS$329.9bUS$15.2b13.7x26.7x1.2x
Thu, 26 Dec 2024US$406.3bUS$329.9bUS$15.2b14x26.7x1.2x
Sat, 23 Nov 2024US$439.1bUS$330.0bUS$15.2b15.3x28.8x1.3x
Mon, 21 Oct 2024US$408.9bUS$318.7bUS$16.6b14x24.6x1.3x
Wed, 18 Sep 2024US$389.6bUS$317.4bUS$15.9b14.2x24.6x1.2x
Fri, 16 Aug 2024US$388.5bUS$327.3bUS$17.5b12.5x22.2x1.2x
Sun, 14 Jul 2024US$383.3bUS$329.1bUS$23.3b12.3x16.5x1.2x
Tue, 11 Jun 2024US$371.9bUS$329.4bUS$23.2b11.9x16x1.1x
Thu, 09 May 2024US$370.1bUS$329.4bUS$22.9b11.6x16.2x1.1x
Sat, 06 Apr 2024US$375.9bUS$330.5bUS$21.6b14.1x17.4x1.1x
Mon, 04 Mar 2024US$385.9bUS$330.7bUS$21.5b15.8x18x1.2x
Wed, 31 Jan 2024US$426.2bUS$333.0bUS$23.4b14.1x18.2x1.3x
Fri, 29 Dec 2023US$416.1bUS$332.3bUS$23.2b13.2x18x1.3x
Sun, 26 Nov 2023US$401.8bUS$332.8bUS$23.2b12.6x17.3x1.2x
Tue, 24 Oct 2023US$409.1bUS$334.3bUS$15.7b14x26.1x1.2x
Thu, 21 Sep 2023US$429.6bUS$334.3bUS$15.7b15x27.4x1.3x
Sat, 19 Aug 2023US$431.8bUS$334.2bUS$15.7b15.9x27.4x1.3x
Mon, 17 Jul 2023US$426.3bUS$334.8bUS$17.3b14.7x24.6x1.3x
Wed, 14 Jun 2023US$406.6bUS$334.8bUS$17.3b14.3x23.5x1.2x
Fri, 12 May 2023US$390.1bUS$334.8bUS$17.5b14.6x22.3x1.2x
Sun, 09 Apr 2023US$397.3bUS$341.5bUS$22.6b14.4x17.6x1.2x
Tue, 07 Mar 2023US$402.9bUS$341.3bUS$22.4b14.8x18x1.2x
Thu, 02 Feb 2023US$434.2bUS$339.8bUS$26.3b13.7x16.5x1.3x
Sat, 31 Dec 2022US$380.1bUS$339.1bUS$26.7b12.5x14.2x1.1x
Mon, 28 Nov 2022US$403.5bUS$339.0bUS$26.8b12.8x15.1x1.2x
Wed, 26 Oct 2022US$381.1bUS$338.3bUS$36.4b11.3x10.5x1.1x
Price to Earnings Ratio

10.5x


Total Market Cap: US$381.1bTotal Earnings: US$36.4bTotal Revenue: US$338.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 19.4x202320242025
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 industry is trading at a PE ratio of 10.9x which is lower than its 3-year average PE of 19.4x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Media industry have declined 5.1% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

US Market1.71%
Telecom3.36%
Media-0.48%
Publishing1.58%
Broadcasting-0.12%
Cable and Satellite-0.62%
Advertising-1.14%
Industry PE
  • Investors are most optimistic about the Advertising industry, which is trading close to its 3-year average PE ratio of 113x.
    • Analysts are expecting annual earnings growth of 23.2%, which is higher than its past year's earnings growth of 3.4% per year.
  • Investors are most pessimistic about the Cable and Satellite industry, which is trading below its 3-year average of 13.5x.
Forecasted Growth
  • Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings growth rate of 3.4% per year.
  • In contrast, the Cable and Satellite industry is expected to see its earnings decline by 7.6% 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$58.071.4%
+US$356.9m		36.7%PE11.4x
CMCSA ComcastUS$29.540.3%
+US$295.4m		-29.5%PE4.8x
NYT New York TimesUS$56.192.8%
+US$249.1m		1.4%PE28.6x
CCO Clear Channel Outdoor HoldingsUS$1.7030.8%
+US$198.8m		7.6%PS0.5x
OMC Omnicom GroupUS$77.521.3%
+US$197.6m		-25.8%PE10.9x

Latest News

PSKY
US$16.77
Paramount Skydance
7D
-1.4%
1Y
60.5%
IPG
US$26.39
Interpublic Group of Companies
7D
1.0%
1Y
-17.6%

AI Integration And Global Expansion Will Unlock Value

Analysts have slightly raised their fair value target for Interpublic Group of Companies from $33.14 to $33.20 per share, citing ongoing cost-saving efforts and sustainable sector growth as key supporting factors. Analyst Commentary Recent updates from market observers highlight both opportunities and concerns for Interpublic Group of Companies as it navigates sector dynamics and ongoing merger activity.
YDKG
US$0.057
Yueda Digital Holding
7D
-97.7%
1Y
n/a
TTD
US$49.98
Trade Desk
7D
-4.5%
1Y
-57.9%
NYT
US$56.19
New York Times
7D
2.8%
1Y
1.4%
MNTN
US$15.03
MNTN
7D
-6.4%
1Y
n/a
NIQ
US$13.55
NIQ Global Intelligence
7D
-3.7%
1Y
n/a
FOXA
US$58.07
Fox
7D
1.4%
1Y
36.7%
NWSA
US$26.02
News
7D
0.9%
1Y
-1.2%
CHTR
US$253.16
Charter Communications
7D
-2.4%
1Y
-22.3%

Spectrum Mobile And AI Will Improve Service Efficiency

Analysts have lowered their fair value estimate for Charter Communications to $373.60 from $387.60. This change reflects ongoing competition in the cable sector and continued investor focus on tradeoffs between growth and profitability.
OMC
US$77.52
Omnicom Group
7D
1.3%
1Y
-25.8%
CCO
US$1.70
Clear Channel Outdoor Holdings
7D
30.8%
1Y
7.6%
CMCSA
US$29.54
Comcast
7D
0.3%
1Y
-29.5%

Peacock And DOCSIS 40 Expansion Will Spur Performance Despite Competition

Comcast's analyst price target has decreased modestly from $39.75 to $39.18, as analysts weigh lower revenue growth and profit margin forecasts in light of ongoing competitive pressures and nuanced performance across its business segments. Analyst Commentary Recent Street research highlights a mix of optimism and caution among analysts regarding Comcast's outlook.
SIRI
US$21.38
Sirius XM Holdings
7D
2.2%
1Y
-22.6%

Expanding In-Car Digital Subscriptions Will Fuel Future Audio Success

Analysts have adjusted their price targets for Sirius XM Holdings, with recent updates ranging from a reduction of $1 to $20 to an increase of $1 to $23. These changes reflect mixed expectations driven by improving free cash flow as well as ongoing challenges in subscriber growth and advertising.
SATS
US$72.38
EchoStar
7D
-2.2%
1Y
185.2%
LBRD.K
US$58.36
Liberty Broadband
7D
-2.3%
1Y
-26.8%

Fiber Infrastructure Upgrades Will Improve Connectivity Despite Integration Risks

The consensus price target for Liberty Broadband has declined, primarily reflecting a lower future P/E multiple, resulting in a revised fair value of $99. What's in the News Liberty Broadband completed the repurchase of 58,804,650 shares (34.17%) for $8,115.32 million under its ongoing buyback program; no shares were repurchased from April 1 to June 30, 2025.