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U.S. Media Industry Analysis

UpdatedMar 15, 2026
DataAggregated Company Financials
Companies121
  • 7D-4.9%
  • 3M-6.4%
  • 1Y-6.9%
  • YTD-7.6%

Over the last 7 days, the Media industry has dropped 4.9%, driven by pullbacks in Paramount Skydance and Omnicom Group of 19% and 8.4%, respectively. However, the industry is down 6.9% over the past year. As for the next few years, earnings are expected to grow by 29% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 15 Mar 2026US$213.8bUS$205.8b-US$9,928,633,809.9316.9x-21.5x1x
Tue, 10 Feb 2026US$213.8bUS$205.3b-US$5,929,559,225.4115.1x-36.1x1x
Thu, 08 Jan 2026US$335.1bUS$329.6bUS$20.7b14.1x16.2x1x
Sat, 06 Dec 2025US$312.2bUS$324.0bUS$19.5b15.5x16x1x
Mon, 03 Nov 2025US$332.1bUS$329.7bUS$33.3b18.3x10x1x
Wed, 01 Oct 2025US$365.0bUS$330.4bUS$31.2b20.5x11.7x1.1x
Fri, 29 Aug 2025US$358.9bUS$330.5bUS$31.2b21.8x11.5x1.1x
Sun, 27 Jul 2025US$365.0bUS$331.7bUS$18.9b19x19.3x1.1x
Tue, 24 Jun 2025US$371.0bUS$331.6bUS$19.6b16.6x19x1.1x
Thu, 22 May 2025US$381.8bUS$330.6bUS$19.5b19.2x19.5x1.2x
Sat, 19 Apr 2025US$339.4bUS$334.4bUS$20.4b14.1x16.7x1x
Mon, 17 Mar 2025US$360.5bUS$334.2bUS$20.5b13.4x17.6x1.1x
Wed, 12 Feb 2025US$390.4bUS$332.0bUS$17.2b13.2x22.8x1.2x
Fri, 10 Jan 2025US$397.2bUS$329.9bUS$15.2b13.9x26.1x1.2x
Sun, 08 Dec 2024US$450.2bUS$329.7bUS$15.3b15.8x29.4x1.4x
Tue, 05 Nov 2024US$429.2bUS$330.0bUS$15.1b13.6x28.3x1.3x
Thu, 03 Oct 2024US$402.2bUS$318.4bUS$16.6b13.9x24.2x1.3x
Sat, 31 Aug 2024US$398.5bUS$327.3bUS$17.5b13.2x22.7x1.2x
Mon, 29 Jul 2024US$397.1bUS$328.5bUS$22.8b13.7x17.4x1.2x
Wed, 26 Jun 2024US$372.5bUS$329.2bUS$23.3b11.9x16x1.1x
Fri, 24 May 2024US$375.7bUS$329.4bUS$23.1b10.9x16.2x1.1x
Sun, 21 Apr 2024US$364.1bUS$330.7bUS$21.7b13.7x16.8x1.1x
Tue, 19 Mar 2024US$385.5bUS$330.7bUS$21.6b14.1x17.8x1.2x
Thu, 15 Feb 2024US$377.3bUS$318.5bUS$22.6b13x16.7x1.2x
Sat, 13 Jan 2024US$403.8bUS$332.3bUS$23.2b13.1x17.4x1.2x
Mon, 11 Dec 2023US$389.4bUS$332.8bUS$23.1b12.6x16.8x1.2x
Wed, 08 Nov 2023US$404.8bUS$334.1bUS$23.3b11.3x17.3x1.2x
Fri, 06 Oct 2023US$411.9bUS$334.1bUS$15.7b15.7x26.3x1.2x
Sun, 03 Sep 2023US$432.8bUS$334.3bUS$15.7b15.7x27.5x1.3x
Tue, 01 Aug 2023US$445.2bUS$335.4bUS$18.0b14.8x24.7x1.3x
Thu, 29 Jun 2023US$415.0bUS$334.8bUS$17.3b14.7x23.9x1.2x
Sat, 27 May 2023US$387.5bUS$334.8bUS$17.3b13.5x22.4x1.2x
Mon, 24 Apr 2023US$394.3bUS$341.5bUS$22.7b14.9x17.4x1.2x
Wed, 22 Mar 2023US$396.6bUS$341.5bUS$22.6b14.5x17.6x1.2x
Price to Earnings Ratio

17.6x


Total Market Cap: US$396.6bTotal Earnings: US$22.6bTotal Revenue: US$341.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 14.6x202420252026
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 16% per year, which is driving profits down.

Industry Trends

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

US Market-1.62%
Telecom-1.40%
Media-4.90%
Cable and Satellite-2.14%
Publishing-2.60%
Advertising-7.07%
Broadcasting-8.42%
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 19.7%, which is higher than its past year's earnings decline of 63.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Cable and Satellite industry, expecting annual earnings growth of 38% over the next 5 years.
  • This is better than its past earnings decline of 17% per year.
  • In contrast, the Publishing 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
SATS EchoStarUS$108.342.0%
+US$606.6m		314.5%PS2.1x
STGW StagwellUS$6.1817.9%
+US$240.7m		3.2%PE53.8x
VSNT Versant Media GroupUS$37.552.3%
+US$122.5m		n/aPE5.8x
ADV Advantage SolutionsUS$0.7415.6%
+US$32.8m		-56.5%PS0.07x
BUUU BUUU GroupUS$14.1511.8%
+US$24.8m		n/aPE297.4x

Latest News

STGW
US$6.18
Stagwell
7D
17.9%
1Y
3.2%
NXST
US$233.61
Nexstar Media Group
7D
-5.7%
1Y
37.5%

NXST: Tegna Acquisition Scale Is Expected To Drive Future Free Cash Flow

Analysts have lifted their average price target on Nexstar Media Group from $249.88 to $269.00, citing updated models after recent earnings, the planned Tegna acquisition that would expand the TV footprint to roughly 80% of U.S. households, and expectations for distribution revenue supported by repricing and upcoming mid term elections. Analyst Commentary Recent research notes show a cluster of higher price targets on Nexstar Media Group, with analysts updating their models around the planned Tegna acquisition, distribution repricing, and the latest earnings update.
CHTR
US$218.19
Charter Communications
7D
-6.0%
1Y
-37.9%
TTGT
US$3.97
TechTarget
7D
3.4%
1Y
-69.9%

TTGT: Solid Q4 And 2026 Outlook Will Support Rebound Potential

Analysts have trimmed their price targets on TechTarget, with one recent revision moving from $10 to $8 as they adjust revenue forecasts and comparable company multiples, leading to a lower updated fair value estimate of $10.00 in this narrative. Analyst Commentary Recent research takes a mixed view of TechTarget, with the latest update cutting the price target to $8 while still recognizing some positives in the story.
FOXA
US$57.39
Fox
7D
-4.0%
1Y
9.8%

FOXA: World Cup And Election Advertising Will Offset NFL Rights Renewal Risk

Analysts have reduced their implied fair value for Fox from about $74.94 to $71.76. They attribute this to a combination of lower long-term margin assumptions and higher perceived risk around upcoming sports rights renewals, even as some firms still point to advertising and sports betting tie-ins as potential offsets.
TTD
US$27.34
Trade Desk
7D
-6.6%
1Y
-49.3%
PSKY
US$9.72
Paramount Skydance
7D
-18.9%
1Y
-16.9%
ADV
US$0.74
Advantage Solutions
7D
15.6%
1Y
-56.5%

ADV: Reverse Split Plan Will Set Stage For Nasdaq Compliance

Analysts have reduced their price target on Advantage Solutions to $1.50 from $4.00, citing updated assumptions that now point to a higher discount rate, a significant change in revenue growth expectations, a slightly lower profit margin outlook, and a lower future P/E multiple. What's in the News Issued earnings guidance for 2026, with revenues expected to be flat to up low single digits, giving investors a preliminary view of management’s outlook for the business (Company guidance).
SATS
US$108.34
EchoStar
7D
2.0%
1Y
314.5%

EchoStar's 43.91 fair value will redefine its market position

Why EchoStar (SATS) Finally Grabbed My Attention I first stumbled onto EchoStar (SATS) back in late 2025. Funnily enough, I wasn't even looking at them; I was deep in the weeds researching a Chinese firm called Xinwei Communication.
OMC
US$77.80
Omnicom Group
7D
-8.4%
1Y
-3.7%

OMC: AI Partnerships And Execution Will Support Upside Within Revised Risk Framework

Our Omnicom Group narrative fair value estimate has been revised from $120 to $117, reflecting analysts' updated price targets in the $82 to $115 range and their mixed but generally steady read on recent Q4 results and outlook assumptions. Analyst Commentary Recent Street research on Omnicom reflects a mixed but generally constructive tone, with bullish analysts lifting price targets into a wide range that aligns with solid execution and a steady read on Q4 results.
CABO
US$113.04
Cable One
7D
1.5%
1Y
-50.1%

CABO: Future Returns Will Depend On Broadband Stability And Sector Headwinds

Analysts have trimmed their price expectations for Cable One, with the implied fair value moving from $159.25 to $111.75. This reflects lower Broadband ARPU, competitive pressures and a more cautious sector stance, despite stabilizing subscriber trends.
LBRD.K
US$50.74
Liberty Broadband
7D
-6.2%
1Y
-37.7%
NWSA
US$23.70
News
7D
-3.7%
1Y
-12.2%

NWSA: AI Licensing Deal And Buybacks Will Support Future Upside

Narrative update on analyst price target The analyst price target for News Corp has been trimmed by $1, reflecting slightly higher assumed discount rates and a marginally higher future P/E multiple as analysts reassess the stock after recent price target cuts from major firms. Analyst Commentary Recent research updates have focused on fine tuning valuation assumptions for News Corp, with price targets trimmed rather than completely reset.
GDC
US$3.93
GD Culture Group
7D
2.6%
1Y
94.6%
VSNT
US$37.55
Versant Media Group
7D
2.3%
1Y
n/a
BUUU
US$14.15
BUUU Group
7D
11.8%
1Y
n/a