Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Media Industry Analysis

UpdatedApr 25, 2026
DataAggregated Company Financials
Companies125
  • 7D-8.1%
  • 3M-6.4%
  • 1Y-10.0%
  • YTD-7.4%

Over the last 7 days, the Media industry has dropped 8.1%, driven by a pullback from Charter Communications of 24%. In contrast, Trade Desk has gained 6.7%. The industry has fallen 10.0% in the last year. As for the next few years, earnings are expected to grow by 30% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 25 Apr 2026US$223.4bUS$202.4b-US$10,147,361,393.5014x-22x1.1x
Mon, 23 Mar 2026US$206.5bUS$203.1b-US$10,162,061,287.0617.6x-20.3x1x
Wed, 18 Feb 2026US$211.5bUS$205.3b-US$5,684,842,468.2114.7x-37.2x1x
Fri, 16 Jan 2026US$236.0bUS$206.3b-US$1,913,166,162.9614.5x-123.4x1.1x
Sun, 14 Dec 2025US$333.2bUS$324.0bUS$19.5b16x17.1x1x
Tue, 11 Nov 2025US$321.5bUS$328.9bUS$20.9b20.1x15.3x1x
Thu, 09 Oct 2025US$359.2bUS$330.4bUS$31.2b20x11.5x1.1x
Sat, 06 Sep 2025US$359.2bUS$330.6bUS$31.2b20.7x11.5x1.1x
Mon, 04 Aug 2025US$344.7bUS$332.0bUS$31.0b18.1x11.1x1x
Wed, 02 Jul 2025US$379.7bUS$331.6bUS$19.5b17.8x19.4x1.1x
Fri, 30 May 2025US$375.8bUS$330.9bUS$19.4b17.6x19.3x1.1x
Sun, 27 Apr 2025US$349.4bUS$334.1bUS$19.9b17x17.6x1x
Tue, 25 Mar 2025US$373.0bUS$334.2bUS$20.5b14x18.2x1.1x
Thu, 20 Feb 2025US$378.3bUS$331.7bUS$16.8b14.9x22.5x1.1x
Sat, 18 Jan 2025US$393.1bUS$329.9bUS$15.2b14x25.9x1.2x
Mon, 16 Dec 2024US$424.5bUS$329.7bUS$15.3b15x27.7x1.3x
Wed, 13 Nov 2024US$448.3bUS$330.2bUS$15.1b14.6x29.6x1.4x
Fri, 11 Oct 2024US$404.5bUS$318.4bUS$16.6b13.2x24.4x1.3x
Sun, 08 Sep 2024US$390.3bUS$327.3bUS$17.6b12.9x22.1x1.2x
Tue, 06 Aug 2024US$390.0bUS$328.4bUS$22.8b13.5x17.1x1.2x
Thu, 04 Jul 2024US$377.8bUS$329.1bUS$23.3b13.4x16.2x1.1x
Sat, 01 Jun 2024US$376.2bUS$329.4bUS$23.2b11.2x16.2x1.1x
Mon, 29 Apr 2024US$357.3bUS$329.6bUS$21.7b14x16.4x1.1x
Wed, 27 Mar 2024US$388.7bUS$330.7bUS$21.6b15.7x18x1.2x
Fri, 23 Feb 2024US$381.7bUS$320.1bUS$22.7b12.9x16.8x1.2x
Sun, 21 Jan 2024US$403.1bUS$332.3bUS$23.2b13.3x17.4x1.2x
Tue, 19 Dec 2023US$414.4bUS$332.7bUS$23.2b13.4x17.9x1.2x
Thu, 16 Nov 2023US$396.9bUS$332.8bUS$23.2b11.7x17.1x1.2x
Sat, 14 Oct 2023US$421.5bUS$334.1bUS$15.7b15.8x26.9x1.3x
Mon, 11 Sep 2023US$420.6bUS$334.3bUS$15.7b15x26.8x1.3x
Wed, 09 Aug 2023US$434.8bUS$325.8bUS$14.9b15.6x29.1x1.3x
Fri, 07 Jul 2023US$412.5bUS$334.8bUS$17.3b14.6x23.8x1.2x
Sun, 04 Jun 2023US$392.6bUS$334.8bUS$17.3b13.9x22.7x1.2x
Tue, 02 May 2023US$415.3bUS$339.1bUS$22.7b14.9x18.3x1.2x
Price to Earnings Ratio

18.3x


Total Market Cap: US$415.3bTotal Earnings: US$22.7bTotal Revenue: US$339.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 13.1x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Media industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
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 16% per year, which is driving profits down.

Industry Trends

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

US Market0.35%
Telecom-1.07%
Media-8.15%
Publishing1.00%
Advertising-0.74%
Broadcasting-3.75%
Cable and Satellite-16.12%
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 19.3%, which is higher than its past year's earnings decline of 50.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Cable and Satellite industry, expecting annual earnings growth of 39% over the next 5 years.
  • This is better than its past earnings decline of 17% 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
TTD Trade DeskUS$23.976.7%
+US$705.1m		-55.6%PE25.4x
SIRI Sirius XM HoldingsUS$26.614.4%
+US$380.3m		22.8%PE11.1x
NYT New York TimesUS$80.891.8%
+US$228.3m		58.0%PE38.1x
IHRT iHeartMediaUS$5.4232.2%
+US$206.1m		431.4%PS0.2x
NWSA NewsUS$26.200.7%
+US$93.0m		-3.4%PE32.7x

Latest News

VSNT
US$38.74
Versant Media Group
7D
-5.2%
1Y
n/a
IHRT
US$5.42
iHeartMedia
7D
32.2%
1Y
431.4%
SIRI
US$26.61
Sirius XM Holdings
7D
4.4%
1Y
22.8%
CHTR
US$180.13
Charter Communications
7D
-23.9%
1Y
-51.8%
NWSA
US$26.20
News
7D
0.7%
1Y
-3.4%
TTD
US$23.97
Trade Desk
7D
6.7%
1Y
-55.6%
PSKY
US$10.97
Paramount Skydance
7D
-6.6%
1Y
-6.5%
TTGT
US$5.65
TechTarget
7D
23.4%
1Y
-26.7%
FOXA
US$62.85
Fox
7D
-3.4%
1Y
27.4%
OMC
US$75.74
Omnicom Group
7D
-3.7%
1Y
1.1%

OMC: Programmatic Fee Audit And Media Reviews Will Support Future EPS Upside

Analysts have modestly lifted their average price target on Omnicom Group by a few dollars, citing recent audit findings on programmatic buying and a series of price target increases from firms that view the company’s latest results and media review activity as supportive of its current positioning. Analyst Commentary Recent research on Omnicom Group highlights a mix of optimism around its media audit outcomes and higher valuation targets, alongside a more cautious camp that is focused on execution risk and potential limits to upside.
STGW
US$6.85
Stagwell
7D
-5.9%
1Y
22.8%

STGW: Execution Risks Around AI Search And Buybacks Will Restrain Upside Potential

Narrative Update on Stagwell Analysts have raised their average price target on Stagwell by $1, from $7 to $8, citing updated forecasts for FY26 net revenue and AEBITDA following the recent fourth-quarter report. Analyst Commentary Recent research on Stagwell has centered on updated expectations for net revenue and AEBITDA through FY26, with price targets adjusted accordingly around the latest quarterly results.
SATS
US$117.50
EchoStar
7D
-11.8%
1Y
420.8%

SATS: Index Reclassification And Buybacks Will Frame Future Risk Reward Balance

Analysts have revised their EchoStar price target from $158.00 to $147.00 as updated assumptions for revenue trends, profitability, discount rate, and future P/E reshape their outlook on the stock's risk and earnings profile. What's in the News EchoStar was added to the S&P 500, shifting its benchmark exposure toward a larger cap index and potentially changing how some index and benchmark-aware investors gain exposure to the stock (Key Developments).
NYT
US$80.89
New York Times
7D
1.8%
1Y
58.0%

NYT: Future Earnings Power Seen Supported By Advertising Partnership And Buybacks

Analysts have raised New York Times' fair value estimate from $81.00 to $92.17, reflecting updated views on revenue growth assumptions, profit margin expectations, and a higher future P/E multiple following a series of recent price target increases across the Street. Analyst Commentary Recent Street research has tilted constructive on New York Times, with several bullish analysts lifting price targets and aligning with a higher fair value framework.
EEX
US$4.95
Emerald Holding
7D
4.4%
1Y
26.0%
NXST
US$203.78
Nexstar Media Group
7D
1.5%
1Y
34.0%

NXST: Tegna Scale And Distribution Repricing Are Expected To Drive Future Free Cash Flow

The updated analyst price target for Nexstar Media Group has moved from $271.50 to $261.25, as analysts factor in a slightly higher discount rate alongside mixed recent research that includes both target cuts and upgrades related to the Tegna acquisition and distribution revenue outlook. Analyst Commentary Recent research highlights a mix of enthusiasm and caution around Nexstar Media Group, with views clustering around the impact of the Tegna acquisition, broadcast scale, and distribution revenue outlook.
LBRD.K
US$41.94
Liberty Broadband
7D
-24.1%
1Y
-51.4%