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U.S. Media Industry Analysis

UpdatedFeb 26, 2026
DataAggregated Company Financials
Companies127
  • 7D-1.4%
  • 3M-0.02%
  • 1Y-13.3%
  • YTD-8.6%

Over the last 7 days, the Media industry has dropped 1.4%, driven by EchoStar declining 6.5%. On the other hand Omnicom Group is actually up 18%. Overall the industry is down 13% in 12 months. As for the next few years, earnings are expected to grow by 27% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 27 Feb 2026US$212.3bUS$206.5b-US$7,073,915,196.4014.1x-30x1x
Sun, 25 Jan 2026US$232.1bUS$206.3b-US$1,913,175,382.9814.4x-121.3x1.1x
Tue, 23 Dec 2025US$346.0bUS$324.0bUS$19.5b16.1x17.7x1.1x
Thu, 20 Nov 2025US$318.7bUS$332.7bUS$20.1b16.1x15.8x1x
Sat, 18 Oct 2025US$340.3bUS$330.4bUS$31.2b19x10.9x1x
Mon, 15 Sep 2025US$361.5bUS$330.6bUS$31.2b20.2x11.6x1.1x
Wed, 13 Aug 2025US$328.2bUS$330.5bUS$31.6b15.6x10.4x1x
Fri, 11 Jul 2025US$385.8bUS$331.6bUS$19.5b18.2x19.8x1.2x
Sun, 08 Jun 2025US$372.0bUS$332.1bUS$19.5b17.3x19.1x1.1x
Tue, 06 May 2025US$355.6bUS$334.0bUS$19.9b15.2x17.9x1.1x
Thu, 03 Apr 2025US$372.1bUS$334.2bUS$20.5b14.6x18.2x1.1x
Sat, 01 Mar 2025US$372.1bUS$335.4bUS$20.1b15.1x18.5x1.1x
Mon, 27 Jan 2025US$398.0bUS$329.9bUS$15.2b14.1x26.2x1.2x
Wed, 25 Dec 2024US$406.2bUS$329.9bUS$15.2b14x26.7x1.2x
Fri, 22 Nov 2024US$433.1bUS$330.0bUS$15.2b15.1x28.5x1.3x
Sun, 20 Oct 2024US$408.9bUS$318.7bUS$16.6b14x24.6x1.3x
Tue, 17 Sep 2024US$390.0bUS$317.4bUS$15.9b14.1x24.6x1.2x
Thu, 15 Aug 2024US$390.4bUS$327.3bUS$17.5b12.4x22.3x1.2x
Sat, 13 Jul 2024US$381.3bUS$329.1bUS$23.3b12.3x16.4x1.2x
Mon, 10 Jun 2024US$374.3bUS$329.4bUS$23.2b10.7x16.1x1.1x
Wed, 08 May 2024US$370.3bUS$330.4bUS$22.4b12.5x16.5x1.1x
Fri, 05 Apr 2024US$381.3bUS$330.5bUS$21.6b14x17.7x1.2x
Sun, 03 Mar 2024US$386.8bUS$333.9bUS$21.2b15.8x18.2x1.2x
Tue, 30 Jan 2024US$423.9bUS$333.0bUS$23.4b14x18.1x1.3x
Thu, 28 Dec 2023US$416.2bUS$332.3bUS$23.1b13.1x18x1.3x
Sat, 25 Nov 2023US$401.8bUS$332.8bUS$23.2b12.6x17.3x1.2x
Mon, 23 Oct 2023US$409.5bUS$334.3bUS$15.7b14.7x26.1x1.2x
Wed, 20 Sep 2023US$433.3bUS$334.3bUS$15.7b15x27.7x1.3x
Fri, 18 Aug 2023US$434.8bUS$334.2bUS$15.7b15.7x27.6x1.3x
Sun, 16 Jul 2023US$426.4bUS$334.8bUS$17.3b14.7x24.6x1.3x
Tue, 13 Jun 2023US$404.9bUS$334.8bUS$17.3b14.4x23.4x1.2x
Thu, 11 May 2023US$387.7bUS$334.7bUS$17.5b14.7x22.1x1.2x
Sat, 08 Apr 2023US$397.3bUS$341.5bUS$22.6b14.4x17.6x1.2x
Mon, 06 Mar 2023US$403.6bUS$341.3bUS$22.4b15.5x18x1.2x
Price to Earnings Ratio

18x


Total Market Cap: US$403.6bTotal Earnings: US$22.4bTotal Revenue: US$341.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 15.2x202420252026
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 15% per year, which is driving profits down.

Industry Trends

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

US Market0.90%
Telecom2.29%
Media-1.41%
Advertising7.21%
Publishing1.70%
Broadcasting-5.14%
Cable and Satellite-5.17%
Industry PE
  • Investors are most optimistic about the Publishing industry even though it's trading below its 3-year average PE ratio of 65.2x.
    • Analysts are expecting annual earnings growth of 16.2%, which is higher than its past year's earnings growth of 1.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Cable and Satellite industry, expecting annual earnings growth of 35% over the next 5 years.
  • This is better than its past earnings decline of 11% per year.
  • In contrast, the Publishing industry is expected to see its earnings grow by 16% 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
OMC Omnicom GroupUS$82.7117.9%
+US$3.6b		-1.3%PS1.5x
NYT New York TimesUS$77.382.5%
+US$305.2m		62.1%PE36.5x
VSNT Versant Media GroupUS$31.004.8%
+US$208.4m		n/aPE4x
NIQ NIQ Global IntelligenceUS$11.854.0%
+US$135.7m		n/aPS0.9x
NWSA NewsUS$23.581.0%
+US$116.2m		-16.0%PE29.7x

Latest News

TTD
US$25.16
Trade Desk
7D
-1.3%
1Y
-65.3%
LEE
US$8.77
Lee Enterprises
7D
21.8%
1Y
-5.3%
FOXA
US$54.12
Fox
7D
-5.3%
1Y
-4.8%
CHTR
US$225.75
Charter Communications
7D
-5.6%
1Y
-36.1%
SATS
US$107.01
EchoStar
7D
-6.5%
1Y
268.9%
OMC
US$82.71
Omnicom Group
7D
17.9%
1Y
-1.3%

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.
CABO
US$90.92
Cable One
7D
-20.5%
1Y
-65.2%

CABO: Future Upside Will Stem From Stable Cash Flows And CEO Transition

Analysts kept their Cable One fair value estimate steady at $159.25, reflecting unchanged views on the discount rate, expected revenue decline and profit margin, as well as an intact future P/E assumption. What's in the News Sparklight, a Cable One brand, introduced eero Wi-Fi 7 across its U.S. service footprint, aiming to provide faster speeds, lower latency and greater capacity for households with many connected devices (Key Developments).
LBRD.K
US$52.54
Liberty Broadband
7D
-5.6%
1Y
-33.9%
NWSA
US$23.58
News
7D
1.0%
1Y
-16.0%

NWSA: Buybacks And Execution Discipline Will Support Future Upside

Analysts have trimmed their average price target for News Corp by about $1.70, reflecting slightly higher discount rate and profit margin assumptions, along with a lower future P/E multiple, while still factoring in modestly adjusted revenue growth expectations. Analyst Commentary Recent price target moves for News Corp point to a more cautious, but still engaged, analyst view.
NIQ
US$11.85
NIQ Global Intelligence
7D
4.0%
1Y
n/a
NYT
US$77.38
New York Times
7D
2.5%
1Y
62.1%

NYT: Higher Revenue Assumptions And Ad Partnership Will Shape Future Returns

The updated analyst price target for New York Times has increased to $70.75 from $66.88, as analysts incorporate slightly higher revenue growth assumptions, a modest adjustment to the discount rate, a small change in profit margin expectations, and a higher future P/E multiple. Analyst Commentary Recent Street research on New York Times points to a cluster of price target increases, with several firms revising their models at roughly the same time.
NMAX
US$5.91
Newsmax
7D
4.8%
1Y
n/a

The Price Is Right For Newsmax Inc. (NYSE:NMAX) Even After Diving 29%

Feb 13
The Price Is Right For Newsmax Inc. (NYSE:NMAX) Even After Diving 29%
NXST
US$232.54
Nexstar Media Group
7D
-2.3%
1Y
58.9%
PSKY
US$10.16
Paramount Skydance
7D
-8.6%
1Y
-9.4%
VSNT
US$31.00
Versant Media Group
7D
4.8%
1Y
n/a
SCHL
US$33.95
Scholastic
7D
4.1%
1Y
57.9%