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U.S. Media Industry Analysis

UpdatedJun 10, 2026
DataAggregated Company Financials
Companies124
  • 7D-1.9%
  • 3M-5.9%
  • 1Y-16.4%
  • YTD-11.4%

Over the last 7 days, the Media industry has dropped 1.9%, driven by EchoStar declining 5.5%. Overall the industry is down 16% in 12 months. Looking forward, earnings are forecast to grow by 35% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Jun 2026US$197.0bUS$204.5b-US$9,588,578,744.8023.4x-20.5x1x
Fri, 08 May 2026US$204.4bUS$206.0b-US$10,054,419,014.2715x-20.3x1x
Sun, 05 Apr 2026US$211.9bUS$202.6b-US$9,984,679,106.3914.7x-21.2x1x
Tue, 03 Mar 2026US$223.7bUS$206.2b-US$8,050,161,478.2323.1x-27.8x1.1x
Thu, 29 Jan 2026US$226.8bUS$206.3b-US$1,913,226,055.2214x-118.5x1.1x
Sat, 27 Dec 2025US$342.1bUS$330.4bUS$20.9b16.1x16.4x1x
Mon, 24 Nov 2025US$319.3bUS$332.7bUS$20.1b16.1x15.9x1x
Wed, 22 Oct 2025US$344.6bUS$330.4bUS$31.2b19.7x11.1x1x
Fri, 19 Sep 2025US$360.2bUS$330.6bUS$31.2b20.8x11.6x1.1x
Sun, 17 Aug 2025US$344.2bUS$330.6bUS$31.2b21.5x11x1x
Tue, 15 Jul 2025US$379.4bUS$331.6bUS$19.5b18.1x19.4x1.1x
Thu, 12 Jun 2025US$376.8bUS$331.6bUS$19.5b17.8x19.3x1.1x
Sat, 10 May 2025US$364.0bUS$333.3bUS$20.0b15.4x18.2x1.1x
Mon, 07 Apr 2025US$340.3bUS$334.3bUS$20.4b13.5x16.7x1x
Wed, 05 Mar 2025US$372.8bUS$335.5bUS$20.1b14.6x18.6x1.1x
Fri, 31 Jan 2025US$404.4bUS$330.5bUS$15.9b13.4x25.4x1.2x
Sun, 29 Dec 2024US$401.7bUS$329.9bUS$15.2b13.9x26.4x1.2x
Tue, 26 Nov 2024US$434.0bUS$330.0bUS$15.2b15.6x28.5x1.3x
Thu, 24 Oct 2024US$405.7bUS$318.6bUS$16.4b13.9x24.7x1.3x
Sat, 21 Sep 2024US$394.5bUS$318.4bUS$16.6b13.9x23.7x1.2x
Mon, 19 Aug 2024US$395.1bUS$327.3bUS$17.5b12.7x22.5x1.2x
Wed, 17 Jul 2024US$389.6bUS$329.1bUS$23.3b12.6x16.7x1.2x
Fri, 14 Jun 2024US$366.8bUS$329.4bUS$23.2b11.8x15.8x1.1x
Sun, 12 May 2024US$374.1bUS$329.4bUS$23.1b11.4x16.2x1.1x
Tue, 09 Apr 2024US$374.4bUS$330.5bUS$21.6b14.1x17.3x1.1x
Thu, 07 Mar 2024US$378.1bUS$330.7bUS$21.5b14.4x17.6x1.1x
Sat, 03 Feb 2024US$406.3bUS$333.1bUS$23.3b13.7x17.5x1.2x
Mon, 01 Jan 2024US$413.7bUS$332.3bUS$23.2b12.9x17.9x1.2x
Wed, 29 Nov 2023US$398.6bUS$332.8bUS$23.2b12.4x17.2x1.2x
Fri, 27 Oct 2023US$389.4bUS$334.6bUS$24.3b12.4x16x1.2x
Sun, 24 Sep 2023US$425.5bUS$334.2bUS$15.6b15.1x27.2x1.3x
Tue, 22 Aug 2023US$430.1bUS$334.2bUS$15.7b15.7x27.3x1.3x
Thu, 20 Jul 2023US$435.3bUS$334.9bUS$17.4b15x25.1x1.3x
Sat, 17 Jun 2023US$408.4bUS$334.8bUS$17.3b14.7x23.6x1.2x
Price to Earnings Ratio

23.6x


Total Market Cap: US$408.4bTotal Earnings: US$17.3bTotal Revenue: US$334.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 11.4x202420252026
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 1.2x is higher than the industry's current PS ratio of 0.96x.
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 Market-3.33%
Telecom-1.06%
Media-1.88%
Broadcasting0.79%
Publishing0.60%
Advertising-2.11%
Cable and Satellite-4.46%
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 27.0%, 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 50% 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 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
FOXA FoxUS$68.324.0%
+US$1.1b		24.8%PE16.8x
NWSA NewsUS$27.203.0%
+US$420.1m		-2.7%PE33.2x
MGNI MagniteUS$15.816.5%
+US$137.5m		-9.3%PE14.3x
OMC Omnicom GroupUS$75.630.5%
+US$116.9m		3.3%PE342.1x
ADV Advantage SolutionsUS$37.865.3%
+US$25.5m		3.0%PS0.1x

Latest News

TTD
US$19.89
Trade Desk
7D
-5.7%
1Y
-72.5%
PSKY
US$10.24
Paramount Skydance
7D
-5.0%
1Y
-15.9%
Seeking Alpha • 13h

Paramount Skydance: Operating Leverage Makes The Bull Case

Summary Paramount Skydance Corporation is rated Buy with a $12.32 12-month price target, driven by operational inflection and merger potential. Q1 adjusted EBITDA surged 59% on just 2% revenue growth, highlighting emerging operating leverage and cost discipline across PSKY's diversified media assets. Streaming momentum is accelerating, with Paramount+ reaching 79.6 million subscribers and platform unification expected to further boost engagement and margins. The Warner Bros. merger remains a near-term catalyst, but PSKY's improving fundamentals and efficiency drive the investment case regardless of the deal's outcome. Read the full article on Seeking Alpha
NYT
US$73.59
New York Times
7D
-2.2%
1Y
33.0%
CHTR
US$135.37
Charter Communications
7D
-3.5%
1Y
-66.7%
FOXA
US$68.32
Fox
7D
4.0%
1Y
24.8%
SIRI
US$27.61
Sirius XM Holdings
7D
-4.0%
1Y
21.0%
Narrative Update • Jun 08

SIRI: Direct To Device Spectrum Upside Will Drive Future Repricing

Analysts have modestly adjusted their Sirius XM Holdings price target to $45.00. This reflects slightly higher assumptions for revenue growth and profit margins, along with updated views on the value of the company's direct to device spectrum opportunity.
MGNI
US$15.81
Magnite
7D
6.5%
1Y
-9.3%
Seeking Alpha • Jun 07

Magnite: Great Start To 2026 Should Drive The Stock's Recovery

Summary Magnite is poised for a recovery in 2026, supported by strong Q1 results and attractive valuation metrics. Q1 2026 revenue grew 5.5% YoY to $164M, with adjusted EBITDA up 16% and net income turning positive. MGNI's PEG ratio dropped to 0.37, reflecting compelling value given expected 27% earnings growth in 2026 and margin expansion. Momentum in CTV, Commerce Media, and AI integration, alongside technical bullish signals, underpins a positive outlook despite competitive and market risks. Read the full article on Seeking Alpha
NWSA
US$27.20
News
7D
3.0%
1Y
-2.7%
SATS
US$116.77
EchoStar
7D
-5.5%
1Y
597.6%
Narrative Update • Jun 05

SATS: SpaceX Stake And Spectrum Deals Will Shape A Balanced Long Term Outlook

Analysts have adjusted their EchoStar price target slightly higher, lifting fair value from $134.80 to $137.60 as they refresh assumptions around discount rates, long term revenue trends, margins, and future P/E expectations. What's in the News EchoStar is being treated as an indirect way to get exposure to SpaceX ahead of a potential IPO that news reports say could value SpaceX between US$1.5t and US$2t, according to multiple articles summarized in the primary news source.
TDAY
US$7.91
USA TODAY
7D
1.5%
1Y
124.7%
Narrative Update • Jun 04

TDAY: AI Voice Rollout And Neutral Rating Will Support Measured Upside Potential

Analysts have raised their price target on USA Today stock to $6.75 from $6.10, citing updated assumptions around fair value, discount rates, revenue trends, profit margins, and future P/E that are broadly in line with recent Street research. What’s in the News Stockholders did not approve multiple proposed amendments to USA TODAY Co., Inc.’s bylaws and charter at the June 1, 2026 Annual Meeting, including proposals to implement majority voting in uncontested director elections and to remove several supermajority voting requirements.
NMAX
US$9.23
Newsmax
7D
1.9%
1Y
-35.9%
OMC
US$75.63
Omnicom Group
7D
0.5%
1Y
3.3%
OPTU
US$1.10
Optimum Communications
7D
3.8%
1Y
-50.5%
Narrative Update • Jun 02

OPTU: Softer Bearish Views Will Eventually Support Margin Upside Potential

Analysts have trimmed the fair value estimate for Optimum Communications from $2.00 to about $1.96, reflecting lower price targets from several firms and ongoing concerns about debt leverage, upcoming maturities, and a still challenging cable environment, despite one recent upgrade to Neutral. Analyst Commentary Recent Street research on Optimum Communications points to a mixed backdrop, with several firms cutting price targets and expressing concern about leverage and upcoming debt maturities, while one firm has shifted to a more neutral stance after previously being negative.
STGW
US$6.39
Stagwell
7D
-11.3%
1Y
33.4%
Narrative Update • Jun 02

STGW: AI And Buybacks Will Face Execution Risk In Overvalued Setup

Analysts nudged their price target on Stagwell higher by $1, citing adjusted expectations for future revenue growth, profit margins, and P/E assumptions after recent research updates related to client churn trends and net revenue and AEBITDA estimates. Analyst Commentary Recent research shows a mix of cautious and constructive views on Stagwell, with price targets adjusted as analysts update their revenue, AEBITDA and P/E assumptions after the latest Q4 report and client churn trends.
ADV
US$37.86
Advantage Solutions
7D
5.3%
1Y
3.0%
Narrative Update • Jun 01

ADV: Reverse Split And Flat 2026 Outlook Will Guide Balanced Expectations

Analysts maintained their $35.00 price target for Advantage Solutions, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin, and future P/E to reflect a more refined risk and earnings profile for the stock. What's in the News Reaffirmed 2026 earnings guidance, with revenues expected to be flat to up low single digits, giving you a clearer view of management’s current outlook (company guidance) Provided initial 2026 earnings guidance earlier in the year with the same revenue range of flat to up low single digits, reinforcing the current revenue expectation range (company guidance) Stockholders approved amendments to the certificate of incorporation to allow a reverse stock split of Class A common stock at a ratio between 1-for-10 and 1-for-25, along with a reduction in authorized common and preferred shares, subject to the board’s discretion on timing and final ratio (stockholder meeting) Announced a 1-for-25 stock split or significant stock dividend effective March 27, 2026, which will affect the share count and per share figures for investors (company announcement) Reported completion of the buyback program announced on November 9, 2021, with 12,894,517 shares repurchased for US$53.97 million, while no shares were repurchased in the period from October 1, 2025 to December 31, 2025 (buyback update) Valuation Changes Fair Value: maintained at $35.00 per share, with no change in the central valuation estimate.
LBRD.K
US$31.68
Liberty Broadband
7D
-3.6%
1Y
-67.1%