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U.S. Media Industry Analysis

UpdatedMar 07, 2026
DataAggregated Company Financials
Companies126
  • 7D0.4%
  • 3M3.7%
  • 1Y-8.3%
  • YTD-2.9%

The Media is pretty flat in the last 7 days, but Trade Desk has stood out, gaining 23%. Unfortunately though, the industry is down 8.3% over the past 12 months. Looking forward, earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Mar 2026US$225.5bUS$205.8b-US$9,835,753,075.7124.7x-22.9x1.1x
Mon, 02 Feb 2026US$225.3bUS$205.9b-US$2,046,768,459.3015.8x-110.1x1.1x
Wed, 31 Dec 2025US$343.5bUS$330.4bUS$20.9b16x16.5x1x
Fri, 28 Nov 2025US$306.5bUS$324.0bUS$19.5b15.3x15.7x0.9x
Sun, 26 Oct 2025US$342.9bUS$330.6bUS$31.1b19.6x11x1x
Tue, 23 Sep 2025US$360.0bUS$330.6bUS$31.2b21.2x11.6x1.1x
Thu, 21 Aug 2025US$346.0bUS$330.5bUS$31.2b20.3x11.1x1x
Sat, 19 Jul 2025US$379.1bUS$331.8bUS$18.9b17.8x20x1.1x
Mon, 16 Jun 2025US$364.2bUS$331.7bUS$19.5b16x18.6x1.1x
Wed, 14 May 2025US$374.4bUS$330.7bUS$19.6b18.1x19.1x1.1x
Fri, 11 Apr 2025US$352.3bUS$334.3bUS$20.4b13.8x17.3x1.1x
Sun, 09 Mar 2025US$381.9bUS$334.2bUS$20.0b15.2x19.1x1.1x
Tue, 04 Feb 2025US$384.5bUS$330.7bUS$16.8b13.6x22.9x1.2x
Thu, 02 Jan 2025US$396.1bUS$329.9bUS$15.2b13.6x26.1x1.2x
Sat, 30 Nov 2024US$443.3bUS$330.0bUS$15.2b15.8x29.1x1.3x
Mon, 28 Oct 2024US$407.5bUS$318.6bUS$16.4b13.4x24.8x1.3x
Wed, 25 Sep 2024US$395.4bUS$318.4bUS$16.6b13.7x23.8x1.2x
Fri, 23 Aug 2024US$398.9bUS$327.3bUS$17.5b12.8x22.7x1.2x
Sun, 21 Jul 2024US$390.1bUS$329.3bUS$23.2b13.6x16.8x1.2x
Tue, 18 Jun 2024US$365.5bUS$329.3bUS$23.2b11.8x15.8x1.1x
Thu, 16 May 2024US$377.2bUS$329.4bUS$23.1b12.2x16.3x1.1x
Sat, 13 Apr 2024US$370.2bUS$330.5bUS$21.6b13.7x17.2x1.1x
Mon, 11 Mar 2024US$383.0bUS$330.7bUS$21.4b15.8x17.9x1.2x
Wed, 07 Feb 2024US$398.6bUS$317.0bUS$22.1b13.6x18x1.3x
Fri, 05 Jan 2024US$403.0bUS$332.3bUS$23.2b13x17.4x1.2x
Sun, 03 Dec 2023US$404.2bUS$332.8bUS$23.2b12.7x17.4x1.2x
Tue, 31 Oct 2023US$380.8bUS$334.6bUS$24.4b11.6x15.6x1.1x
Thu, 28 Sep 2023US$419.5bUS$334.2bUS$15.6b15.6x26.8x1.3x
Sat, 26 Aug 2023US$428.0bUS$334.3bUS$15.7b15x27.2x1.3x
Mon, 24 Jul 2023US$430.7bUS$334.8bUS$17.4b14.6x24.7x1.3x
Wed, 21 Jun 2023US$402.0bUS$334.8bUS$17.3b14.6x23.2x1.2x
Fri, 19 May 2023US$400.6bUS$334.7bUS$17.3b14.3x23.1x1.2x
Sun, 16 Apr 2023US$397.3bUS$341.5bUS$22.6b14.5x17.6x1.2x
Tue, 14 Mar 2023US$373.5bUS$341.3bUS$22.6b13.8x16.5x1.1x
Price to Earnings Ratio

16.5x


Total Market Cap: US$373.5bTotal Earnings: US$22.6bTotal Revenue: US$341.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 14.9x202420252026
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 Market-2.31%
Telecom-1.96%
Media0.43%
Advertising5.37%
Publishing2.31%
Broadcasting-0.28%
Cable and Satellite-2.87%
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 21.2%, which is higher than its past year's earnings decline of 75.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Cable and Satellite industry, expecting annual earnings growth of 41% 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 19% 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$29.2822.9%
+US$2.6b		-54.9%PE31.4x
FOXA FoxUS$59.786.1%
+US$1.5b		7.4%PE13.4x
VSNT Versant Media GroupUS$36.7010.1%
+US$434.4m		n/aPE5.7x
WLY John Wiley & SonsUS$37.4620.8%
+US$338.5m		-18.9%PE12.8x
NMAX NewsmaxUS$7.6328.2%
+US$216.9m		n/aPS5.3x

Latest News

LBRD.K
US$54.12
Liberty Broadband
7D
-0.9%
1Y
-37.9%
WLY
US$37.46
John Wiley & Sons
7D
20.8%
1Y
-18.9%
NIQ
US$12.87
NIQ Global Intelligence
7D
-3.5%
1Y
n/a
CHTR
US$232.24
Charter Communications
7D
-1.0%
1Y
-38.8%

CHTR: Future Returns Will Rely On Broadband Execution Despite Split Street Views

Narrative Update on Charter Communications The analyst price target on Charter Communications has moved by a net $26, as analysts balance recent target increases from TD Cowen, Benchmark, and Wells Fargo against reductions from Goldman Sachs and Bernstein. They are tying their updates to revised views on revenue growth, profit margins, and forward P/E assumptions.
NMAX
US$7.63
Newsmax
7D
28.2%
1Y
n/a
STGW
US$5.24
Stagwell
7D
8.7%
1Y
-15.9%

STGW: AI Search And Agent Platforms Will Drive Future Upside Potential

Analysts have nudged their price target on Stagwell slightly higher to $6.50, reflecting updated assumptions around discount rate, revenue, profit margin and future P/E that keep their fair value view broadly unchanged at $6.50. What's in the News Stagwell launched Stagwell Search+, described as an agentic platform aimed at helping brands adjust from traditional search engines to AI driven search experiences, combining paid, owned, earned and shared media in a single system (Key Developments).
TTD
US$29.28
Trade Desk
7D
22.9%
1Y
-54.9%

TTD: Future Upside Will Rely On Ad Platform Execution Through Cyclical Headwinds

Our updated Trade Desk narrative reflects a lower fair value estimate of $32.95 from $53.94 as analysts cut price targets across the board in response to softer Q1 guidance, decelerating growth in key ad verticals such as consumer packaged goods and autos, and rising concern that cyclical ad spend and competitive pressures are weighing more heavily on near term expectations. Analyst Commentary Street research has turned more cautious on Trade Desk, with many firms cutting price targets and rethinking growth assumptions following Q4 results and softer Q1 guidance.
VSNT
US$36.70
Versant Media Group
7D
10.1%
1Y
n/a
NWSA
US$24.62
News
7D
1.4%
1Y
-11.9%
NYT
US$80.44
New York Times
7D
0.8%
1Y
63.4%

NYT: Future Returns Will Depend On Maintaining Rich P/E Assumptions

Analysts have raised their fair value estimate for New York Times to $60.00 from $55.00, citing updated assumptions about revenue growth, profit margins, and future P/E that are consistent with recent price target increases from several research firms. Analyst Commentary The latest Street research around New York Times centers on a cluster of price target revisions, including updates from JPMorgan and several other firms.
NXST
US$247.75
Nexstar Media Group
7D
-1.3%
1Y
39.3%
PSKY
US$11.99
Paramount Skydance
7D
-11.3%
1Y
-1.2%
SBGI
US$15.60
Sinclair
7D
-4.5%
1Y
8.3%
SATS
US$106.24
EchoStar
7D
-8.0%
1Y
277.5%

EchoStar Corporation (SATS): The Spectrum Sovereign – Orchestrating the Great Satellite-to-5G Pivot

EchoStar Corporation (SATS) has moved beyond its legacy as a satellite provider, positioning itself as a critical infrastructure backbone for the "Sovereign AI" and 5G era. The company is confirmed to host a conference call to discuss its Q4 and Full-Year 2025 financial results on Monday, March 2, 2026, at 11:00 a.m. ET (BMO).
FOXA
US$59.78
Fox
7D
6.1%
1Y
7.4%
OMC
US$84.93
Omnicom Group
7D
-0.4%
1Y
-0.08%

OMC: AI Search Collaboration And Platform Upgrades Will Support Future EPS Upside

Omnicom Group's updated fair value estimate has inched down from $101.10 to $99.70 as analysts balance a higher assumed P/E of about 13.8x against more conservative revenue growth and discount rate inputs, while recent price target moves ranging from $82 to $115 highlight differing views on the stock's risk reward trade off. Analyst Commentary Recent research on Omnicom Group reflects a split view on upside potential versus execution risk, with updated price targets clustering between US$82 and US$115.