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

U.S. Media Industry Analysis

UpdatedJan 21, 2026
DataAggregated Company Financials
Companies131
  • 7D-2.7%
  • 3M-3.1%
  • 1Y-17.8%
  • YTD-3.5%

Over the last 7 days, the Media industry has dropped 2.3%, driven by a pullback from Charter Communications of 6.9%. Meanwhile, Ambitions Enterprise Management actually outperformed within the industry, gaining 99% in the last week. Overall the industry is down 15% in 12 months. Earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Fri, 09 Jun 2023US$404.6bUS$334.8bUS$17.3b14.4x23.4x1.2x
Sun, 07 May 2023US$395.1bUS$334.4bUS$18.4b13.9x21.4x1.2x
Tue, 04 Apr 2023US$400.9bUS$341.5bUS$22.6b14.9x17.7x1.2x
Thu, 02 Mar 2023US$397.2bUS$341.9bUS$24.2b14.6x16.4x1.2x
Sat, 28 Jan 2023US$427.9bUS$339.8bUS$26.3b13.3x16.3x1.3x
Price to Earnings Ratio

16.3x


Total Market Cap: US$427.9bTotal Earnings: US$26.3bTotal Revenue: US$339.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 18.1x202420252026
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 15% per year, which is driving profits down.

Industry Trends

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

US Market-2.00%
Telecom-3.56%
Media-2.72%
Advertising-1.83%
Broadcasting-1.86%
Publishing-2.14%
Cable and Satellite-4.17%
Industry PE
  • Investors are most optimistic about the Publishing industry even though it's trading below its 3-year average PE ratio of 65.7x.
    • Analysts are expecting annual earnings growth of 15.7%, which is lower than the prior year's growth of 20.7% 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 growth rate of 9.5% per year.
  • In contrast, the Broadcasting industry is expected to see its earnings grow by 15% 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
AHMA Ambitions Enterprise ManagementUS$24.5198.6%
+US$361.8m		n/aPE624.5x
STGW StagwellUS$6.6521.8%
+US$300.0m		0.3%PE85.2x
NXST Nexstar Media GroupUS$211.762.6%
+US$165.0m		37.9%PE12.8x
OMC Omnicom GroupUS$78.030.7%
+US$163.6m		-9.9%PE18.4x
NIQ NIQ Global IntelligenceUS$17.653.0%
+US$150.5m		n/aPS1.3x

Latest News

NWSA
US$25.88
News
7D
-2.8%
1Y
-7.1%
CHTR
US$184.20
Charter Communications
7D
-6.9%
1Y
-47.5%
IBTA
US$23.31
Ibotta
7D
3.7%
1Y
-68.2%

IBTA: Share Repurchases Will Support Higher Margins And Future Upside Potential

Analysts have kept their Ibotta fair value estimate steady at US$33.00. The latest price target update reflects slightly adjusted assumptions for revenue growth, profit margins, and future P/E that they see as better aligned with the company’s current operating profile.
PSKY
US$11.55
Paramount Skydance
7D
-4.9%
1Y
10.2%
STGW
US$6.65
Stagwell
7D
21.8%
1Y
0.3%
OMC
US$78.03
Omnicom Group
7D
0.7%
1Y
-9.9%

OMC: Future Earnings From Integration And AI Partnerships Will Face Execution Tests

Analysts have trimmed their Omnicom fair value estimate from US$78 to US$77, while still lifting price targets. They cited updated assumptions on synergy driven earnings potential for the planned Omnicom and Interpublic Group combination, along with a shift to a lower P/E multiple and discount rate, higher modeled revenue growth, and a reduced profit margin profile.
FOXA
US$71.96
Fox
7D
-1.7%
1Y
50.2%

FOXA: Advertising Momentum And Easing Subscriber Losses Will Support Balanced Outlook

Analysts have nudged our Fox price target slightly higher to US$73.22, reflecting raised Street targets into the mid US$60s to high US$90s range and citing robust advertising trends, moderating subscriber declines, and recent earnings beats as key supports. Analyst Commentary Street research on Fox has turned more constructive, with several firms lifting price targets and a couple of upgrades into more positive rating buckets.
CCO
US$2.11
Clear Channel Outdoor Holdings
7D
2.4%
1Y
45.5%

CCO: Airport Contract Wins Will Shape Future But Keep Outlook Balanced

Analysts have lifted their price target on Clear Channel Outdoor Holdings, with fair value estimates moving from about US$1.10 to around US$2.00. This reflects updated views on discount rates, revenue growth assumptions, margin outlook, and a higher future P/E expectation.
LBRD.K
US$42.91
Liberty Broadband
7D
-7.0%
1Y
-44.1%

LBRD.K: Higher P/E Assumptions Will Support Bullish View On Unchanged Fair Value

Analysts have raised their price target on Liberty Broadband to US$77.00, citing updated assumptions on discount rates and future P/E. These changes leave their fair value estimate essentially unchanged at US$77.00.
NXST
US$211.76
Nexstar Media Group
7D
2.6%
1Y
37.9%
SATS
US$122.00
EchoStar
7D
-1.4%
1Y
339.8%

SATS: Future 5G Spectrum Efficiencies And Capital Unit Changes Will Steady Outlook

Analysts have raised their price target for EchoStar from US$90.29 to US$120.71, citing a lower assumed discount rate, slightly firmer profit margins, and a higher future P/E multiple as key drivers of the change. What's in the News AT&T has deployed mid band spectrum it agreed to acquire from EchoStar to nearly 23,000 cell sites across more than 5,300 cities in 48 states, aiming to lift 5G download speeds for mobility customers by up to 80% and for AT&T Internet Air by 55% (Key Developments).
SIRI
US$20.14
Sirius XM Holdings
7D
-3.2%
1Y
-9.2%

SIRI: Podcast Licensing Talks And Cash Returns Will Shape Future Upside Potential

Analysts have nudged their price target for Sirius XM Holdings higher to US$20 from US$19, citing updated company guidance that resulted in modest refinements in growth, margin and future P/E assumptions. Analyst Commentary JPMorgan's move to lift its price target for Sirius XM Holdings to US$20 from US$19, while keeping an Underweight rating, highlights how updated company guidance is feeding into revised growth, margin and P/E assumptions rather than a clear shift in overall stance.
TTD
US$34.15
Trade Desk
7D
-8.1%
1Y
-72.6%

TTD: Future Share Strength Will Build On AI Product And Buyback Execution

Analysts have trimmed their price targets on Trade Desk by a few dollars, with fair value estimates moving from about $62.33 to $61.12 as they balance concerns about elevated multiples and competitive noise against solid Q3 execution, improving ad demand, AI driven product catalysts, and what they describe as relatively derisked forward estimates. Analyst Commentary Recent research paints a mixed but generally constructive picture around Trade Desk, with most price target changes reflecting recalibration of expectations rather than a fundamental shift in the long term story.
AHMA
US$24.51
Ambitions Enterprise Management
7D
98.6%
1Y
n/a
NIQ
US$17.65
NIQ Global Intelligence
7D
3.0%
1Y
n/a
TTGT
US$5.34
TechTarget
7D
4.9%
1Y
-70.1%