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U.S. Media Industry Analysis

UpdatedMay 02, 2026
DataAggregated Company Financials
Companies126
  • 7D0.4%
  • 3M-3.4%
  • 1Y-5.9%
  • YTD-6.6%

Over the last 7 days, the Media industry has dropped 6.4%, driven by Charter Communications declining 4.7%. However, the industry is down 6.9% over the past year. Looking forward, earnings are forecast to grow by 33% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 02 May 2026US$208.8bUS$205.7b-US$10,168,772,546.8714.3x-20.5x1x
Mon, 30 Mar 2026US$205.5bUS$202.7b-US$9,874,022,606.2214.2x-20.8x1x
Wed, 25 Feb 2026US$210.2bUS$206.5b-US$7,073,870,008.6714.1x-29.7x1x
Fri, 23 Jan 2026US$228.2bUS$206.3b-US$1,913,146,409.3714.5x-119.3x1.1x
Sun, 21 Dec 2025US$347.2bUS$324.0bUS$19.5b16x17.8x1.1x
Tue, 18 Nov 2025US$319.5bUS$332.7bUS$20.1b16.1x15.9x1x
Thu, 16 Oct 2025US$348.7bUS$330.4bUS$31.2b19.2x11.2x1.1x
Sat, 13 Sep 2025US$358.9bUS$330.6bUS$31.2b20.2x11.5x1.1x
Mon, 11 Aug 2025US$326.3bUS$330.5bUS$31.6b20.7x10.3x1x
Wed, 09 Jul 2025US$386.7bUS$331.6bUS$19.5b18x19.8x1.2x
Fri, 06 Jun 2025US$369.6bUS$331.6bUS$19.5b17x19x1.1x
Sun, 04 May 2025US$355.6bUS$334.0bUS$19.9b14.8x17.8x1.1x
Tue, 01 Apr 2025US$370.6bUS$334.2bUS$20.5b14.5x18.1x1.1x
Thu, 27 Feb 2025US$375.0bUS$332.0bUS$16.8b15.4x22.3x1.1x
Sat, 25 Jan 2025US$402.1bUS$329.9bUS$15.2b14.1x26.5x1.2x
Mon, 23 Dec 2024US$406.2bUS$329.9bUS$15.2b14.1x26.7x1.2x
Wed, 20 Nov 2024US$429.2bUS$330.0bUS$15.2b14.4x28.2x1.3x
Fri, 18 Oct 2024US$410.3bUS$318.7bUS$16.6b14.1x24.7x1.3x
Sun, 15 Sep 2024US$389.4bUS$318.3bUS$16.7b13.5x23.4x1.2x
Tue, 13 Aug 2024US$391.8bUS$327.3bUS$17.5b14.2x22.3x1.2x
Thu, 11 Jul 2024US$375.1bUS$329.1bUS$23.3b12x16.1x1.1x
Sat, 08 Jun 2024US$377.9bUS$329.4bUS$23.2b10.7x16.3x1.1x
Mon, 06 May 2024US$369.0bUS$330.4bUS$22.2b12.3x16.6x1.1x
Wed, 03 Apr 2024US$386.1bUS$330.5bUS$21.6b14.2x17.9x1.2x
Fri, 01 Mar 2024US$384.2bUS$318.7bUS$21.7b16.4x17.7x1.2x
Sun, 28 Jan 2024US$423.9bUS$333.0bUS$23.4b14x18.1x1.3x
Tue, 26 Dec 2023US$412.7bUS$332.3bUS$23.1b13.4x17.9x1.2x
Thu, 23 Nov 2023US$402.1bUS$332.8bUS$23.2b12.4x17.3x1.2x
Sat, 21 Oct 2023US$409.6bUS$334.3bUS$15.7b14.7x26.1x1.2x
Mon, 18 Sep 2023US$434.6bUS$334.3bUS$15.7b14.9x27.7x1.3x
Wed, 16 Aug 2023US$440.1bUS$334.2bUS$15.7b16.1x28x1.3x
Fri, 14 Jul 2023US$431.7bUS$334.8bUS$17.3b14.9x24.9x1.3x
Sun, 11 Jun 2023US$400.8bUS$334.8bUS$17.3b14.5x23.1x1.2x
Tue, 09 May 2023US$397.4bUS$334.3bUS$18.3b14.3x21.7x1.2x
Price to Earnings Ratio

21.7x


Total Market Cap: US$397.4bTotal Earnings: US$18.3bTotal Revenue: US$334.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 12.9x202420252026
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 15% per year, which is driving profits down.

Industry Trends

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

US Market0.80%
Telecom3.96%
Media0.41%
Broadcasting0.73%
Cable and Satellite0.73%
Advertising0.55%
Publishing-1.02%
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 18.6%, which is higher than its past year's earnings decline of 50.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Cable and Satellite industry, expecting annual earnings growth of 43% over the next 5 years.
  • This is better than its past earnings decline of 18% 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
SATS EchoStarUS$123.184.8%
+US$1.6b		412.6%PS2.4x
OMC Omnicom GroupUS$76.921.6%
+US$337.6m		-0.2%PE348x
VSNT Versant Media GroupUS$40.835.4%
+US$295.7m		n/aPE6.2x
FOXA FoxUS$63.350.8%
+US$212.7m		28.1%PE14.3x
SIRI Sirius XM HoldingsUS$27.222.3%
+US$205.3m		33.0%PE10.8x

Latest News

SBGI
US$15.17
Sinclair
7D
-3.6%
1Y
-1.0%
SIRI
US$27.22
Sirius XM Holdings
7D
2.3%
1Y
33.0%
CABO
US$75.01
Cable One
7D
-27.2%
1Y
-50.8%
NIQ
US$10.40
NIQ Global Intelligence
7D
-10.0%
1Y
n/a
OMC
US$76.92
Omnicom Group
7D
1.6%
1Y
-0.2%
STGW
US$6.34
Stagwell
7D
-7.4%
1Y
12.8%
TTD
US$24.23
Trade Desk
7D
1.1%
1Y
-55.2%

TTD: Agency Audits And Competitive Pressures Will Restrain Future Ad Platform Execution

Analysts have trimmed Trade Desk's average price target, with several firms cutting targets by $1 to $13 to reflect softer near term ad spend in key verticals and rising concern about competitive and agency related pressures. Analyst Commentary Recent research on Trade Desk shows a clear tilt toward more cautious views, with many price targets reset lower following the latest guidance and advertising trends.
LBRD.K
US$40.10
Liberty Broadband
7D
-4.4%
1Y
-55.2%
CHTR
US$171.74
Charter Communications
7D
-4.7%
1Y
-55.4%
NYT
US$78.72
New York Times
7D
-2.7%
1Y
50.5%

NYT: Future Earnings Power Will Rely On Digital Subscriptions And Buybacks

The analyst price target for New York Times has shifted modestly higher to $93.60 from $92.17, with analysts pointing to updated assumptions for revenue growth, profit margins, and future P/E as key drivers of the change. Analyst Commentary Recent Street research around New York Times has centered on how updated assumptions for revenue growth, profitability, and future P/E feed into valuation.
IHRT
US$6.32
iHeartMedia
7D
16.6%
1Y
496.2%
NXST
US$202.37
Nexstar Media Group
7D
-0.7%
1Y
32.6%

NXST: Tegna Scale And Distribution Repricing Are Expected To Support Future Free Cash Flow

Analysts kept Nexstar Media Group's fair value steady at $261.25 while refining discount rate and P/E assumptions, reflecting mixed Street research that includes both recent price target reductions and a series of prior target increases tied to the Tegna acquisition and updated post earnings models. Analyst Commentary Bullish Takeaways Bullish analysts see the Tegna acquisition as a scale play that could make Nexstar reach about 80% of US TV households, which they view as supportive for long term earnings power and, by extension, fair value assumptions.
VSNT
US$40.83
Versant Media Group
7D
5.4%
1Y
n/a
FOXA
US$63.35
Fox
7D
0.8%
1Y
28.1%

FOXA: World Cup And Election Advertising Will Offset Higher NFL Rights Costs

Analysts have trimmed their aggregate price target on Fox, with several recent cuts from BofA, Wells Fargo, Goldman Sachs and Barclays. These changes reflect higher perceived risk around upcoming NFL rights costs and mixed views on advertising and sports betting upside.
PSKY
US$11.09
Paramount Skydance
7D
1.1%
1Y
-3.0%
SATS
US$123.18
EchoStar
7D
4.8%
1Y
412.6%

SATS: Index Reclassification And Buybacks Will Frame Future Risk Reward Balance

Analysts have revised their EchoStar price target from $158.00 to $147.00 as updated assumptions for revenue trends, profitability, discount rate, and future P/E reshape their outlook on the stock's risk and earnings profile. What's in the News EchoStar was added to the S&P 500, shifting its benchmark exposure toward a larger cap index and potentially changing how some index and benchmark-aware investors gain exposure to the stock (Key Developments).