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U.S. Media Industry Analysis

UpdatedJun 11, 2026
DataAggregated Company Financials
Companies123
  • 7D0.3%
  • 3M-4.3%
  • 1Y-16.6%
  • YTD-12.1%

The Media is pretty flat in the last 7 days, but Fox has stood out, gaining 5.8%. Unfortunately though, the industry is down 17% over the past 12 months. Looking forward, earnings are forecast to grow by 34% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 11 Jun 2026US$198.4bUS$204.5b-US$9,587,502,209.8223.4x-20.7x1x
Sat, 09 May 2026US$206.9bUS$206.4b-US$9,592,248,679.8314x-21.6x1x
Mon, 06 Apr 2026US$211.9bUS$202.6b-US$9,984,679,106.3914.7x-21.2x1x
Wed, 04 Mar 2026US$224.4bUS$205.8b-US$9,733,491,437.6021.9x-23.1x1.1x
Fri, 30 Jan 2026US$226.2bUS$206.3b-US$1,913,219,159.3014.1x-118.2x1.1x
Sun, 28 Dec 2025US$341.4bUS$330.4bUS$20.9b16.1x16.4x1x
Tue, 25 Nov 2025US$319.2bUS$332.7bUS$20.1b16.1x15.9x1x
Thu, 23 Oct 2025US$345.1bUS$330.6bUS$31.1b19.9x11.1x1x
Sat, 20 Sep 2025US$357.6bUS$330.6bUS$31.2b20.7x11.5x1.1x
Mon, 18 Aug 2025US$344.3bUS$330.6bUS$31.2b21.5x11x1x
Wed, 16 Jul 2025US$380.4bUS$331.6bUS$19.0b17.8x20x1.1x
Fri, 13 Jun 2025US$373.5bUS$331.7bUS$19.5b16.4x19.1x1.1x
Sun, 11 May 2025US$368.1bUS$333.3bUS$20.0b15.9x18.4x1.1x
Tue, 08 Apr 2025US$340.3bUS$334.3bUS$20.4b13.4x16.7x1x
Thu, 06 Mar 2025US$369.9bUS$335.5bUS$20.1b14.8x18.4x1.1x
Sat, 01 Feb 2025US$383.1bUS$330.7bUS$16.4b13.5x23.4x1.2x
Mon, 30 Dec 2024US$401.7bUS$329.9bUS$15.2b13.9x26.4x1.2x
Wed, 27 Nov 2024US$433.6bUS$330.0bUS$15.2b15.6x28.5x1.3x
Fri, 25 Oct 2024US$404.9bUS$318.6bUS$16.4b13.8x24.7x1.3x
Sun, 22 Sep 2024US$392.8bUS$318.4bUS$16.6b13.9x23.6x1.2x
Tue, 20 Aug 2024US$395.1bUS$327.3bUS$17.5b12.8x22.5x1.2x
Thu, 18 Jul 2024US$396.4bUS$329.3bUS$23.2b12.4x17.1x1.2x
Sat, 15 Jun 2024US$366.7bUS$329.3bUS$23.2b11.7x15.8x1.1x
Mon, 13 May 2024US$374.2bUS$329.4bUS$23.1b11.4x16.2x1.1x
Wed, 10 Apr 2024US$374.3bUS$330.5bUS$21.6b14.2x17.3x1.1x
Fri, 08 Mar 2024US$379.1bUS$330.7bUS$21.4b15.7x17.7x1.1x
Sun, 04 Feb 2024US$406.3bUS$333.1bUS$23.3b13.7x17.5x1.2x
Tue, 02 Jan 2024US$413.7bUS$332.3bUS$23.2b12.9x17.9x1.2x
Thu, 30 Nov 2023US$397.7bUS$332.8bUS$23.2b12.6x17.2x1.2x
Sat, 28 Oct 2023US$373.8bUS$334.6bUS$24.4b11.7x15.3x1.1x
Mon, 25 Sep 2023US$425.5bUS$334.2bUS$15.6b15.1x27.2x1.3x
Wed, 23 Aug 2023US$427.9bUS$334.2bUS$15.7b15.7x27.2x1.3x
Fri, 21 Jul 2023US$436.4bUS$334.9bUS$17.4b15.3x25.1x1.3x
Sun, 18 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 11.3x202420252026
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 0.97x.
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-4.05%
Telecom-2.13%
Media0.32%
Broadcasting2.52%
Publishing0.89%
Cable and Satellite-0.52%
Advertising-0.93%
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 24.9%, 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 49% 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$68.005.8%
+US$1.6b		24.4%PE16.7x
CHTR Charter CommunicationsUS$137.796.8%
+US$1.1b		-65.5%PE3.4x
NWSA NewsUS$26.973.5%
+US$491.2m		-3.3%PE32.9x
LBRD.K Liberty BroadbandUS$32.246.9%
+US$298.5m		-65.9%PB0.8x
MGNI MagniteUS$15.678.4%
+US$174.7m		-11.4%PE14.1x

Latest News

TTD
US$19.29
Trade Desk
7D
-6.2%
1Y
-73.3%
Seeking Alpha • 10h

The Trade Desk Isn't The Bargain I Thought It Was

Summary The Trade Desk is downgraded from strong buy to buy as emerging risks temper long-term optimism. TTD faces customer relationship risk after agreement audits from major clients Publicis and Omnicom, potentially impacting future financials. Executive turnover, including recent CFO and CMO departures, raises internal risk and questions about management stability. Despite a depressed forward P/E of 10.43 and resilient customer retention numbers, decelerating growth and soft profitability cloud near-term momentum. Read the full article on Seeking Alpha
SATS
US$115.24
EchoStar
7D
-4.7%
1Y
567.3%
Seeking Alpha • 22h

EchoStar: Spectrum Is Real, But I Wouldn't Chase The Rally

Summary EchoStar Corporation is primarily a play on spectrum monetization and balance sheet deleveraging, not operational growth. Recent AT&T and SpaceX asset sales provide liquidity and buy time but don't resolve core structural declines in Pay-TV and broadband. Despite improved operating income, revenue, and subscriber trends remain negative, and SATS stock trades at a premium on traditional multiples. I maintain a Hold rating, as the investment case hinges on successful deal execution with little margin of safety after a significant price run-up. Read the full article on Seeking Alpha
PSKY
US$10.31
Paramount Skydance
7D
-1.3%
1Y
-15.8%
Seeking Alpha • Jun 10

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$73.00
New York Times
7D
-2.9%
1Y
31.0%
CHTR
US$137.79
Charter Communications
7D
6.8%
1Y
-65.5%
FOXA
US$68.00
Fox
7D
5.8%
1Y
24.4%
SIRI
US$27.59
Sirius XM Holdings
7D
-0.7%
1Y
25.9%
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$15.67
Magnite
7D
8.4%
1Y
-11.4%
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
WLY
US$44.39
John Wiley & Sons
7D
3.3%
1Y
13.8%
Narrative Update • Jun 06

WLY: Emerald Acquisition And Research Expansion Will Support Future Upside

Analysts have kept their price target for John Wiley & Sons steady at $66.0. They attribute this to largely unchanged assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E as the basis for this reaffirmed view. What's in the News John Wiley & Sons completed an all cash acquisition of Emerald Publishing Limited for approximately £337.5 million (about US$452 million) on June 1, 2026.
NWSA
US$26.97
News
7D
3.5%
1Y
-3.3%
NXST
US$173.41
Nexstar Media Group
7D
-4.5%
1Y
0.6%
Narrative Update • Jun 05

NXST: Tegna Scale And Political Ads Are Expected To Support Cash Flow

Analysts have adjusted their price targets on Nexstar Media Group, with recent research citing the Citi upgrade after the selloff, Benchmark's $50 target cut, and Deutsche Bank's $20 increase. These changes have led to a refreshed view of the stock's risk and valuation profile.
OMC
US$73.98
Omnicom Group
7D
0.3%
1Y
0.9%
OPTU
US$1.20
Optimum Communications
7D
11.1%
1Y
-45.7%
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.
MNTN
US$8.53
MNTN
7D
-11.9%
1Y
-57.3%
LBRD.K
US$32.24
Liberty Broadband
7D
6.9%
1Y
-65.9%
VSNT
US$39.49
Versant Media Group
7D
-1.8%
1Y
n/a