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

U.S. Media Industry Analysis

UpdatedJul 05, 2026
DataAggregated Company Financials
Companies122
  • 7D6.3%
  • 3M-8.1%
  • 1Y-22.9%
  • YTD-13.4%

The Media industry is up 6.3% in the last week, with Fox up 13%. Meanwhile, Liftoff Mobile actually underperformed within the industry, shrinking 11% in the last week. In the past year, the industry is down 23%. As for the next few years, earnings are expected to grow by 31% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Jul 2026US$193.7bUS$204.4b-US$9,506,584,019.7124x-20.4x0.9x
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
Price to Earnings Ratio

24.5x


Total Market Cap: US$424.9bTotal Earnings: US$17.3bTotal Revenue: US$334.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 10.4x202420252026
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 1.1x is higher than the industry's current PS ratio of 0.95x.
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 Market1.63%
Telecom5.26%
Media6.32%
Broadcasting10.89%
Advertising6.47%
Publishing4.85%
Cable and Satellite4.21%
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 26.4%, 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 41% 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 13% 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$56.4812.7%
+US$2.7b		0.4%PE13.9x
OMC Omnicom GroupUS$78.627.6%
+US$1.6b		5.2%PE355.7x
ECHO EchoStarUS$101.504.3%
+US$1.2b		223.7%PS2x
PSKY Paramount SkydanceUS$10.397.8%
+US$839.4m		-19.5%PS0.4x
SIRI Sirius XM HoldingsUS$30.517.6%
+US$727.1m		25.6%PE12.1x

Latest News

FOXA
US$56.48
Fox
7D
12.7%
1Y
0.4%
NXST
US$181.09
Nexstar Media Group
7D
10.4%
1Y
-0.1%
NWSA
US$26.64
News
7D
4.8%
1Y
-10.4%
YHC
US$0.045
LQR House
7D
-95.6%
1Y
-97.6%
NYT
US$73.85
New York Times
7D
4.2%
1Y
29.3%
ECHO
US$101.50
EchoStar
7D
4.3%
1Y
223.7%
OMC
US$78.62
Omnicom Group
7D
7.6%
1Y
5.2%
Seeking Alpha • Jul 01

Omnicom: Buy This 15% Earnings Yield With A Dividend Kicker

Summary Omnicom is upgraded to 'Strong Buy' due to deep value, robust income, and significant shareholder returns at a discounted 6.7x forward P/E. OMC’s Q1 results show 3.9% organic revenue growth, 240 bps EBITDA margin expansion, and 12% adjusted EPS growth, fueled by Interpublic acquisition synergies. Integrated Media drives OMC’s growth, now over 50% of core revenue, while AI initiatives and platform partnerships with Amazon and Adobe address industry disruption risks. OMC’s $5B buyback, 4.4% dividend yield, and BBB+ balance sheet offer a strong margin of safety as cost synergies and EPS growth are realized. Read the full article on Seeking Alpha
LFTO
US$24.46
Liftoff Mobile
7D
-10.7%
1Y
n/a
Seeking Alpha • Jul 01

Liftoff Mobile: Advantage In Data And Access To Both Demand And Supply Side

Summary Liftoff Mobile (LFTO) is rated a buy, leveraging its dual demand-supply platform and Cortex engine to outperform the mobile ad market. LFTO’s 130% LTM net dollar retention and expansion into non-gaming verticals underpin a robust growth runway beyond industry averages. Cortex’s data loop and Adapters enable LFTO to optimize advertiser ROI and publisher yield across diverse app categories, driving customer budget shifts. Valuation assumes 28% net margin and $40/share price by FY2026, with downside risks tied to platform, privacy, and competitive dynamics. Read the full article on Seeking Alpha
PSKY
US$10.39
Paramount Skydance
7D
7.8%
1Y
-19.5%
OPTU
US$1.16
Optimum Communications
7D
-30.1%
1Y
-47.7%
Narrative Update • Jul 01

OPTU: Rising Debt And Refinancing Risk Will Pressure Equity Outlook

Analysts have sharply cut the consolidated price target for Optimum Communications, with new estimates around $0.50 to $1.00, compared with prior targets near $1.50 to $2.00. They cite increased debt leverage, upcoming maturities, and a more conservative fair value and earnings outlook as key reasons for the revision.
CABO
US$48.91
Cable One
7D
-7.5%
1Y
-64.4%
Narrative Update • Jun 30

CABO: Index Removals And ARPU Trade Off Will Support Future Stability

Cable One's latest analyst price target has shifted lower by $31 to $111, as analysts factor in updated expectations for revenue growth, profit margins, and a modestly higher discount rate. What’s in the News for Cable One Cable One was removed from the S&P Composite 1500 index, according to index provider data.
ADV
US$38.86
Advantage Solutions
7D
-11.8%
1Y
-1.0%
Narrative Update • Jun 29

ADV: Buybacks And Margin Outlook Will Reshape Capital Structure And Upside Potential

Analysts have lifted their price target on Advantage Solutions from $37.50 to $42.50, citing updated assumptions that include a lower discount rate, a slightly higher profit margin outlook, a modest decline in revenue growth expectations, and a higher future P/E multiple. What’s in the News for Advantage Solutions Advantage Solutions reported that from January 1, 2026 to March 31, 2026, the company repurchased 94,176 shares for US$2.31 million under its existing share buyback program.
SIRI
US$30.51
Sirius XM Holdings
7D
7.6%
1Y
25.6%
Narrative Update • Jun 23

SIRI: D2D Spectrum Optionality And Merger Talks Will Shape Forward Risk Reward

The analyst price target for Sirius XM Holdings is now $28.00. This modest change is supported by updated estimates, refreshed sum-of-the-parts analysis, and a broadly constructive view from analysts on the company’s direct-to-device spectrum value, as indicated in recent research reports.
CCO
US$2.41
Clear Channel Outdoor Holdings
7D
-0.8%
1Y
94.4%
AMBR
US$1.43
Amber International Holding
7D
-4.7%
1Y
-83.4%
TC
US$2.93
Token Cat
7D
-62.2%
1Y
-81.0%