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U.S. Media Industry Analysis

UpdatedJul 01, 2026
DataAggregated Company Financials
Companies122
  • 7D2.2%
  • 3M-9.9%
  • 1Y-25.8%
  • YTD-16.8%

In the last week, the Media industry is up 2.2%, with Fox leading the way, up 6.9%. In the past year, the industry is down 26%. Looking forward, earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Jul 2026US$187.0bUS$204.4b-US$9,502,426,532.9521.3x-19.7x0.9x
Sat, 30 May 2026US$205.5bUS$205.3b-US$9,573,848,535.7923.4x-21.5x1x
Mon, 27 Apr 2026US$209.1bUS$202.3b-US$10,181,051,054.0114x-20.5x1x
Wed, 25 Mar 2026US$208.0bUS$203.1b-US$10,033,026,972.1815x-20.7x1x
Fri, 20 Feb 2026US$214.7bUS$205.3b-US$5,681,820,316.9514.8x-37.8x1x
Sun, 18 Jan 2026US$229.7bUS$206.3b-US$1,913,159,628.9114.4x-120.1x1.1x
Tue, 16 Dec 2025US$333.2bUS$324.0bUS$19.5b15.9x17.1x1x
Thu, 13 Nov 2025US$322.8bUS$328.6bUS$20.7b16.9x15.6x1x
Sat, 11 Oct 2025US$351.9bUS$330.4bUS$31.2b18.8x11.3x1.1x
Mon, 08 Sep 2025US$360.7bUS$330.6bUS$31.2b20.7x11.6x1.1x
Wed, 06 Aug 2025US$347.5bUS$332.3bUS$31.4b18.6x11.1x1x
Fri, 04 Jul 2025US$390.6bUS$331.6bUS$19.5b18.1x20x1.2x
Sun, 01 Jun 2025US$365.0bUS$330.9bUS$19.4b17.4x18.8x1.1x
Tue, 29 Apr 2025US$349.5bUS$334.1bUS$19.9b16.7x17.6x1x
Thu, 27 Mar 2025US$378.7bUS$334.2bUS$20.5b14.5x18.5x1.1x
Sat, 22 Feb 2025US$374.9bUS$331.9bUS$16.8b16.4x22.3x1.1x
Mon, 20 Jan 2025US$397.3bUS$329.9bUS$15.2b14x26.1x1.2x
Wed, 18 Dec 2024US$419.7bUS$329.9bUS$15.2b14.7x27.5x1.3x
Fri, 15 Nov 2024US$444.7bUS$330.0bUS$15.1b15.8x29.4x1.3x
Sun, 13 Oct 2024US$403.4bUS$318.4bUS$16.6b13.8x24.3x1.3x
Tue, 10 Sep 2024US$389.3bUS$327.2bUS$17.6b12.8x22.1x1.2x
Thu, 08 Aug 2024US$382.8bUS$328.5bUS$22.3b13.8x17.2x1.2x
Sat, 06 Jul 2024US$377.8bUS$329.1bUS$23.3b13.1x16.2x1.1x
Mon, 03 Jun 2024US$383.1bUS$329.4bUS$23.2b11.2x16.5x1.2x
Wed, 01 May 2024US$354.4bUS$330.0bUS$22.3b13.8x15.9x1.1x
Fri, 29 Mar 2024US$393.4bUS$330.6bUS$21.6b14.4x18.2x1.2x
Sun, 25 Feb 2024US$385.5bUS$319.8bUS$22.4b13.1x17.2x1.2x
Tue, 23 Jan 2024US$410.4bUS$332.3bUS$23.2b13.5x17.7x1.2x
Thu, 21 Dec 2023US$419.0bUS$332.7bUS$23.2b13x18.1x1.3x
Sat, 18 Nov 2023US$397.6bUS$332.7bUS$23.2b12.5x17.2x1.2x
Mon, 16 Oct 2023US$421.5bUS$334.1bUS$15.7b15.8x26.9x1.3x
Wed, 13 Sep 2023US$434.7bUS$334.3bUS$15.7b15.2x27.7x1.3x
Fri, 11 Aug 2023US$431.0bUS$325.4bUS$14.9b15.3x29x1.3x
Sun, 09 Jul 2023US$415.0bUS$334.8bUS$17.3b14.7x23.9x1.2x
Price to Earnings Ratio

23.9x


Total Market Cap: US$415.0bTotal Earnings: US$17.3bTotal Revenue: US$334.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 10.5x202420252026
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 1.1x is higher than the industry's current PS ratio of 0.91x.
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 Market1.92%
Telecom3.37%
Media2.25%
Broadcasting5.51%
Cable and Satellite2.09%
Advertising1.66%
Publishing-0.56%
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 26.6%, 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 40% 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 13% 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$54.138.7%
+US$1.8b		-1.8%PE13.3x
CHTR Charter CommunicationsUS$139.846.4%
+US$1.0b		-66.1%PE3.5x
OMC Omnicom GroupUS$76.113.3%
+US$698.3m		1.5%PE344.3x
SIRI Sirius XM HoldingsUS$29.957.3%
+US$690.1m		25.1%PE11.9x
TTD Trade DeskUS$19.158.2%
+US$681.7m		-74.0%PE20.8x

Latest News

YHC
US$0.052
LQR House
7D
-93.6%
1Y
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NXST
US$181.37
Nexstar Media Group
7D
8.0%
1Y
0.6%
CHTR
US$139.84
Charter Communications
7D
6.4%
1Y
-66.1%
Seeking Alpha • 12h

Charter Communications: Primed For Merger, With The Leverage To Get A Good Price (Rating Upgrade)

Summary Charter Communications is rated Buy, driven by an extremely low 3x P/E and improving operational trends despite the recent share price collapse. CHTR's innovative streaming-inclusive TV bundles and wireless strategy are stabilizing video subscriber losses and supporting margin improvement, even as broadband remains pressured. A potential merger with Comcast post-split is increasingly likely, with current valuations and operational momentum positioning CHTR for a substantial acquisition premium. Charter’s high leverage amplifies market moves, but equity value and improved fundamentals offer compelling upside if a deal materializes. Read the full article on Seeking Alpha
QXL
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Quantum X Labs
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-6.1%
1Y
42.5%
OMC
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Omnicom Group
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3.3%
1Y
1.5%
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Summary Omnicom is upgraded to 'Strong Buy' due to deep value, robust income, and significant shareholder returns at a discounted 6.7x forward P/E. OMC’s Q1 results show 3.9% organic revenue growth, 240 bps EBITDA margin expansion, and 12% adjusted EPS growth, fueled by Interpublic acquisition synergies. Integrated Media drives OMC’s growth, now over 50% of core revenue, while AI initiatives and platform partnerships with Amazon and Adobe address industry disruption risks. OMC’s $5B buyback, 4.4% dividend yield, and BBB+ balance sheet offer a strong margin of safety as cost synergies and EPS growth are realized. Read the full article on Seeking Alpha
LFTO
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Liftoff Mobile
7D
-7.5%
1Y
n/a
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Summary Liftoff Mobile (LFTO) is rated a buy, leveraging its dual demand-supply platform and Cortex engine to outperform the mobile ad market. LFTO’s 130% LTM net dollar retention and expansion into non-gaming verticals underpin a robust growth runway beyond industry averages. Cortex’s data loop and Adapters enable LFTO to optimize advertiser ROI and publisher yield across diverse app categories, driving customer budget shifts. Valuation assumes 28% net margin and $40/share price by FY2026, with downside risks tied to platform, privacy, and competitive dynamics. Read the full article on Seeking Alpha
PSKY
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Paramount Skydance
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4.3%
1Y
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OPTU
US$1.08
Optimum Communications
7D
-32.9%
1Y
-48.3%
Narrative Update • Jul 01

OPTU: Rising Debt And Refinancing Risk Will Pressure Equity Outlook

Analysts have sharply cut the consolidated price target for Optimum Communications, with new estimates around $0.50 to $1.00, compared with prior targets near $1.50 to $2.00. They cite increased debt leverage, upcoming maturities, and a more conservative fair value and earnings outlook as key reasons for the revision.
CDLX
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Cardlytics
7D
-17.2%
1Y
-75.3%
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Analysts have reduced their Cardlytics price target from $15.00 to $1.50, citing updated assumptions of slightly weaker revenue growth and profit margins, along with a modestly higher future P/E multiple. What’s in the News for Cardlytics On June 3, 2026, Cardlytics received a notice from Nasdaq that its common stock had closed below US$1.00 per share for 30 consecutive business days, triggering a deficiency under Nasdaq Listing Rule 5550(a)(2).
TTD
US$19.15
Trade Desk
7D
8.2%
1Y
-74.0%
Narrative Update • Jun 30

TTD: Agency Spend Cuts And Take Rate Compression Will Pressure Future Economics

Analysts have increased their fair value estimate for Trade Desk from $11.44 to $12.38. This change reflects updated views that incorporate slightly higher modeled revenue growth and P/E assumptions, while also considering concerns over competitive pressures and shifting ad agency spend highlighted in recent research.
FOXA
US$54.13
Fox
7D
8.7%
1Y
-1.8%
Narrative Update • Jun 29

FOXA: Roku Deal And Trade Desk Partnership Will Reshape Connected TV Advertising

Analysts have adjusted their Fox fair value estimate from $90.37 to $92.71 as they factor in the Roku deal, reflecting updated views on revenue, profit margins, and the role of Trade Desk partnerships in supporting the combined business model. Analyst Commentary Street research around the Roku acquisition shows a wide range of opinions on Fox, but there is a clear thread of optimism among bullish analysts who see long term value in the combined platform, the advertising technology stack, and Fox's ability to use Roku to deepen its presence in the living room.
VSNT
US$36.36
Versant Media Group
7D
-4.7%
1Y
n/a
SIRI
US$29.95
Sirius XM Holdings
7D
7.3%
1Y
25.1%
Narrative Update • Jun 23

SIRI: D2D Spectrum Optionality And Merger Talks Will Shape Forward Risk Reward

The analyst price target for Sirius XM Holdings is now $28.00. This modest change is supported by updated estimates, refreshed sum-of-the-parts analysis, and a broadly constructive view from analysts on the company’s direct-to-device spectrum value, as indicated in recent research reports.
NIQ
US$9.62
NIQ Global Intelligence
7D
17.3%
1Y
n/a
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US$4.80
Token Cat
7D
-44.3%
1Y
-68.8%
BUUU
US$21.59
BUUU Group
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-6.3%
1Y
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