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U.S. Media Industry Analysis

UpdatedMar 22, 2026
DataAggregated Company Financials
Companies120
  • 7D-1.8%
  • 3M-8.6%
  • 1Y-11.0%
  • YTD-9.5%

Over the last 7 days, the Media industry has dropped 1.8%, driven by a pullback from Trade Desk of 12%. However, the industry is down 11% over the past year. As for the next few years, earnings are expected to grow by 29% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 22 Mar 2026US$206.6bUS$203.1b-US$10,162,061,287.0617.6x-20.3x1x
Tue, 17 Feb 2026US$211.6bUS$205.3b-US$5,684,841,357.2314.6x-37.2x1x
Thu, 15 Jan 2026US$232.2bUS$206.3b-US$1,911,497,393.1914.7x-121.5x1.1x
Sat, 13 Dec 2025US$336.7bUS$324.0bUS$19.5b16x17.2x1x
Mon, 10 Nov 2025US$321.1bUS$328.9bUS$21.0b16.6x15.3x1x
Wed, 08 Oct 2025US$363.3bUS$330.4bUS$31.2b19.8x11.6x1.1x
Fri, 05 Sep 2025US$358.9bUS$330.6bUS$31.2b20.6x11.5x1.1x
Sun, 03 Aug 2025US$344.7bUS$332.0bUS$31.0b18.1x11.1x1x
Tue, 01 Jul 2025US$379.7bUS$331.6bUS$19.5b17.8x19.4x1.1x
Thu, 29 May 2025US$377.5bUS$330.9bUS$19.5b17.6x19.4x1.1x
Sat, 26 Apr 2025US$339.2bUS$334.1bUS$19.8b17x17.2x1x
Mon, 24 Mar 2025US$372.2bUS$334.2bUS$20.5b14.3x18.1x1.1x
Wed, 19 Feb 2025US$378.3bUS$331.7bUS$16.8b14.9x22.5x1.1x
Fri, 17 Jan 2025US$393.6bUS$329.9bUS$15.2b14.2x25.9x1.2x
Sun, 15 Dec 2024US$424.5bUS$329.7bUS$15.3b15x27.7x1.3x
Tue, 12 Nov 2024US$443.2bUS$330.2bUS$15.1b14.3x29.3x1.3x
Thu, 10 Oct 2024US$399.7bUS$318.4bUS$16.6b13.3x24.1x1.3x
Sat, 07 Sep 2024US$390.3bUS$327.3bUS$17.6b12.9x22.1x1.2x
Mon, 05 Aug 2024US$390.0bUS$328.4bUS$22.8b13.6x17.1x1.2x
Wed, 03 Jul 2024US$373.6bUS$329.1bUS$23.3b13.3x16x1.1x
Fri, 31 May 2024US$375.9bUS$329.4bUS$23.2b11.2x16.2x1.1x
Sun, 28 Apr 2024US$357.3bUS$329.6bUS$21.7b14x16.4x1.1x
Tue, 26 Mar 2024US$387.5bUS$330.7bUS$21.6b15.7x17.9x1.2x
Thu, 22 Feb 2024US$383.5bUS$318.6bUS$22.7b12.8x16.9x1.2x
Sat, 20 Jan 2024US$403.1bUS$332.3bUS$23.2b13.3x17.4x1.2x
Mon, 18 Dec 2023US$414.4bUS$332.7bUS$23.2b13.5x17.9x1.2x
Wed, 15 Nov 2023US$388.0bUS$334.0bUS$22.8b11.8x17x1.2x
Fri, 13 Oct 2023US$427.3bUS$334.1bUS$15.7b15.9x27.3x1.3x
Sun, 10 Sep 2023US$420.6bUS$334.3bUS$15.7b15x26.8x1.3x
Tue, 08 Aug 2023US$441.3bUS$335.3bUS$16.9b15.4x26.1x1.3x
Thu, 06 Jul 2023US$414.5bUS$334.8bUS$17.3b14.7x23.9x1.2x
Sat, 03 Jun 2023US$392.6bUS$334.8bUS$17.3b13.9x22.7x1.2x
Mon, 01 May 2023US$414.4bUS$339.1bUS$22.7b14.7x18.2x1.2x
Wed, 29 Mar 2023US$384.7bUS$341.5bUS$22.6b14.1x17x1.1x
Price to Earnings Ratio

17x


Total Market Cap: US$384.7bTotal Earnings: US$22.6bTotal Revenue: US$341.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 14.3x202420252026
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 1.0x.
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-1.83%
Telecom-1.65%
Media-1.78%
Publishing1.79%
Cable and Satellite-0.94%
Broadcasting-1.76%
Advertising-5.14%
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 19.8%, 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
SATS EchoStarUS$109.841.4%
+US$433.3m		315.1%PS2.1x
NYT New York TimesUS$80.972.1%
+US$268.8m		66.3%PE38.1x
FOXA FoxUS$57.820.7%
+US$182.9m		8.3%PE13x
NWSA NewsUS$24.051.5%
+US$177.0m		-11.1%PE30.2x
IBTA IbottaUS$27.4217.1%
+US$97.4m		-29.7%PE186.8x

Latest News

SATS
US$109.84
EchoStar
7D
1.4%
1Y
315.1%
FOXA
US$57.82
Fox
7D
0.7%
1Y
8.3%
SCHL
US$37.25
Scholastic
7D
10.2%
1Y
75.5%
NXST
US$226.81
Nexstar Media Group
7D
-2.9%
1Y
28.1%
CHTR
US$213.01
Charter Communications
7D
-2.4%
1Y
-41.5%

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

Analysts have adjusted their Charter Communications price target to $276.80, reflecting recent mixed revisions across firms as they weigh updated growth, margin, discount rate and future P/E assumptions. Analyst Commentary Street research on Charter Communications has been mixed, with some firms lifting price targets while others are cutting estimates and ratings.
MGNI
US$12.38
Magnite
7D
4.2%
1Y
-6.9%

MGNI: CTV Momentum And Buybacks Will Support Higher Future Multiple

Narrative Update on Magnite The updated analyst price target for Magnite has shifted alongside a lower modeled fair value and P/E multiple, with price objectives across the Street now clustering in a reduced $16 to $30 range. Analysts attribute this to strong recent execution, combined with a reset in digital adtech and broader market multiples.
TTD
US$24.11
Trade Desk
7D
-11.8%
1Y
-57.2%

TTD: Reset Expectations As AI Partnerships May Support Future Upside

Analysts have cut the Trade Desk fair value estimate from about $85.09 to $48.72, reflecting a reset in revenue growth and P/E assumptions as recent downgrades highlight softer agency demand, macro pressure on key advertiser verticals, and uncertainty around the payoff from potential AI partnerships. Analyst Commentary Research coverage on Trade Desk has turned more cautious overall, with several firms cutting ratings and price targets after Q4 results and a softer Q1 outlook.
VSNT
US$36.23
Versant Media Group
7D
-3.5%
1Y
n/a
IBTA
US$27.42
Ibotta
7D
17.1%
1Y
-29.7%

IBTA: Share Repurchases And Earnings Profile Will Support Future Upside

Narrative Update on Ibotta Analysts have trimmed their price target on Ibotta to $29 from $32, reflecting updated views on the company’s revenue growth assumptions, profit margins, discount rate, and future P/E expectations. Analyst Commentary The price target adjustment to US$29 from US$32 signals a more measured stance on Ibotta, with analysts updating their views on growth, margins, and the appropriate P/E level for the stock.
NYT
US$80.97
New York Times
7D
2.1%
1Y
66.3%

NYT: Elevated Revenue And Margin Assumptions Will Restrain Future Share Returns

Analysts have lifted their average price targets on The New York Times by mid single digit amounts in recent research, pointing to updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple as key drivers of the new $70.75 fair value estimate. Analyst Commentary Recent Street research has focused on how updated revenue and margin assumptions feed into a higher fair value for The New York Times, with several firms lifting price targets by low to mid single digit dollar amounts.
EEX
US$4.47
Emerald Holding
7D
9.8%
1Y
13.7%
NIQ
US$10.66
NIQ Global Intelligence
7D
-8.2%
1Y
n/a
PSKY
US$9.15
Paramount Skydance
7D
-5.9%
1Y
-22.8%
OMC
US$75.06
Omnicom Group
7D
-3.5%
1Y
-7.5%

OMC: AI Partnerships And Execution Will Support Upside Within Revised Risk Framework

Our Omnicom Group narrative fair value estimate has been revised from $120 to $117, reflecting analysts' updated price targets in the $82 to $115 range and their mixed but generally steady read on recent Q4 results and outlook assumptions. Analyst Commentary Recent Street research on Omnicom reflects a mixed but generally constructive tone, with bullish analysts lifting price targets into a wide range that aligns with solid execution and a steady read on Q4 results.
LBRD.K
US$49.48
Liberty Broadband
7D
-2.5%
1Y
-40.9%
NWSA
US$24.05
News
7D
1.5%
1Y
-11.1%

NWSA: AI Licensing Deal And Buybacks Will Support Future Upside

Narrative update on analyst price target The analyst price target for News Corp has been trimmed by $1, reflecting slightly higher assumed discount rates and a marginally higher future P/E multiple as analysts reassess the stock after recent price target cuts from major firms. Analyst Commentary Recent research updates have focused on fine tuning valuation assumptions for News Corp, with price targets trimmed rather than completely reset.