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U.S. Media Industry Analysis

UpdatedJun 26, 2026
DataAggregated Company Financials
Companies122
  • 7D-3.6%
  • 3M-12.8%
  • 1Y-25.3%
  • YTD-20.6%

Over the last 7 days, the Media industry has dropped 3.6%, driven by a pullback from EchoStar of 11%. However, the industry is down 25% over the past year. As for the next few years, earnings are expected to grow by 34% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jun 2026US$181.6bUS$204.4b-US$9,502,436,295.0624.7x-19.1x0.9x
Sun, 24 May 2026US$201.9bUS$205.2b-US$9,565,378,947.3925.5x-21.1x1x
Tue, 21 Apr 2026US$225.9bUS$202.4b-US$10,126,101,493.2815.4x-22.3x1.1x
Thu, 19 Mar 2026US$215.4bUS$205.8b-US$9,995,880,711.6316.5x-21.5x1x
Sat, 14 Feb 2026US$209.8bUS$205.3b-US$5,685,527,357.2314.6x-36.9x1x
Mon, 12 Jan 2026US$234.1bUS$206.3b-US$1,911,487,927.8514.8x-122.5x1.1x
Wed, 10 Dec 2025US$317.0bUS$324.0bUS$19.5b15.6x16.2x1x
Fri, 07 Nov 2025US$325.7bUS$329.1bUS$21.1b16.8x15.5x1x
Sun, 05 Oct 2025US$362.2bUS$330.4bUS$31.2b20.8x11.6x1.1x
Tue, 02 Sep 2025US$360.5bUS$330.5bUS$31.2b22.1x11.6x1.1x
Thu, 31 Jul 2025US$353.5bUS$331.7bUS$18.9b17.5x18.7x1.1x
Sat, 28 Jun 2025US$375.0bUS$331.6bUS$19.5b17.8x19.2x1.1x
Mon, 26 May 2025US$371.8bUS$330.9bUS$19.5b16.7x19.1x1.1x
Wed, 23 Apr 2025US$330.8bUS$334.4bUS$20.4b13.6x16.2x1x
Fri, 21 Mar 2025US$373.2bUS$334.2bUS$20.5b13.8x18.2x1.1x
Sun, 16 Feb 2025US$378.3bUS$331.7bUS$16.8b14.9x22.5x1.1x
Tue, 14 Jan 2025US$387.1bUS$329.9bUS$15.2b13.8x25.5x1.2x
Thu, 12 Dec 2024US$424.4bUS$329.7bUS$15.3b14.9x27.7x1.3x
Sat, 09 Nov 2024US$448.7bUS$330.5bUS$15.2b14.3x29.5x1.4x
Mon, 07 Oct 2024US$398.7bUS$318.4bUS$16.6b13.3x24x1.3x
Wed, 04 Sep 2024US$400.0bUS$327.3bUS$17.5b13x22.8x1.2x
Fri, 02 Aug 2024US$405.6bUS$328.5bUS$22.8b13.7x17.8x1.2x
Sun, 30 Jun 2024US$379.5bUS$329.2bUS$23.3b11.8x16.3x1.2x
Tue, 28 May 2024US$374.8bUS$329.4bUS$23.1b11x16.2x1.1x
Thu, 25 Apr 2024US$369.1bUS$330.7bUS$21.7b14x17x1.1x
Sat, 23 Mar 2024US$387.5bUS$330.7bUS$21.6b15.6x17.9x1.2x
Mon, 19 Feb 2024US$385.1bUS$318.6bUS$22.7b13.2x17x1.2x
Wed, 17 Jan 2024US$403.8bUS$332.3bUS$23.2b13.2x17.4x1.2x
Fri, 15 Dec 2023US$408.2bUS$332.7bUS$23.2b13.4x17.6x1.2x
Sun, 12 Nov 2023US$390.5bUS$334.0bUS$22.8b11.4x17.1x1.2x
Tue, 10 Oct 2023US$423.7bUS$334.1bUS$15.7b16x27.1x1.3x
Thu, 07 Sep 2023US$427.9bUS$334.3bUS$15.7b15.3x27.2x1.3x
Sat, 05 Aug 2023US$437.4bUS$335.2bUS$17.1b14.9x25.6x1.3x
Mon, 03 Jul 2023US$414.8bUS$334.8bUS$17.3b14.7x23.9x1.2x
Price to Earnings Ratio

23.9x


Total Market Cap: US$414.8bTotal Earnings: US$17.3bTotal Revenue: US$334.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 10.7x202420252026
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 0.89x.
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-2.68%
Telecom-8.30%
Media-3.59%
Advertising-0.23%
Publishing-2.95%
Cable and Satellite-4.91%
Broadcasting-5.59%
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 27.7%, 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 47% 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
OMC Omnicom GroupUS$73.432.9%
+US$592.8m		3.1%PE332.2x
CHTR Charter CommunicationsUS$129.652.7%
+US$420.6m		-67.1%PE3.2x
OPTU Optimum CommunicationsUS$1.6039.1%
+US$214.4m		-24.5%PS0.09x
EVC Entravision CommunicationsUS$11.3915.5%
+US$140.8m		380.6%PS1.9x
LBRD.K Liberty BroadbandUS$30.302.3%
+US$97.6m		-67.6%PB0.7x

Latest News

TTD
US$17.33
Trade Desk
7D
-6.4%
1Y
-74.5%
EVC
US$11.39
Entravision Communications
7D
15.5%
1Y
380.6%
Seeking Alpha • Jun 25

Entravision: Buy Smadex At A Discount, Get The Spectrum For Free

Summary Entravision Communications has surged from $2.04 to ~$11/share, yet remains undervalued with significant upside potential. EVC's Smadex platform drove 200%+ ATS segment revenue growth and $34m quarterly EBITDA, positioning EVC for a growth re-rating. Applying Liftoff's peer multiple and conservative broadcast asset value, EVC's fair value could approach $21/share—nearly 90% upside. Key risks include customer concentration in Smadex, capital allocation decisions, and regulatory hurdles for broadcast spectrum monetization. Read the full article on Seeking Alpha
VSNT
US$35.85
Versant Media Group
7D
-6.2%
1Y
n/a
OPTU
US$1.60
Optimum Communications
7D
39.1%
1Y
-24.5%
Seeking Alpha • Jun 24

Optimum Communications: The Tender Rally Does Not Fix The Debt Problem

Summary Optimum Communications (OPTU) is a highly leveraged equity stub with strong margins but declining revenue and earnings. OPTU's tender offer at $2.50/share provides a near-term trading catalyst, but restructuring risk remains elevated. Enterprise-value metrics reveal OPTU is not cheap relative to peers, despite low price-to-sales ratios. I maintain a Hold rating with a negative bias due to persistent subscriber losses, ARPU pressure, and extreme leverage. Read the full article on Seeking Alpha
NXST
US$154.70
Nexstar Media Group
7D
-5.8%
1Y
-10.7%
CHTR
US$129.65
Charter Communications
7D
2.7%
1Y
-67.1%
Seeking Alpha • Jun 23

Charter Communications Is A Buy With Big Accelating Buybacks In 2026

Summary Charter Communications executed $963M in share buybacks in Q1 2026, repurchasing ~4% of its market cap. CHTR agreed to repurchase $100M of its own stock monthly from Liberty Broadband until their merger closes. This means that Charter will also by stock on the open market. Shares are trading at multi-year lows, enabling aggressive buybacks amid a significant sell-off after broadband subscriber losses and other causes for concern. Buybacks in 2026 may reduce the number of CHTR shares by as much as 20%. This would support a reversal higher when the Charter merger with Cox gets approved. Read the full article on Seeking Alpha
ADV
US$42.10
Advantage Solutions
7D
20.9%
1Y
25.7%
ECHO
US$97.19
EchoStar
7D
-11.0%
1Y
281.7%
OMC
US$73.43
Omnicom Group
7D
2.9%
1Y
3.1%
NYT
US$68.57
New York Times
7D
-6.1%
1Y
22.7%
Analysis Article • Jun 20

New York Times (NYT) Stock Could Be 13% Undervalued On Its Digital Subscription Story

New York Times (NYT) has been busy reshaping its business around digital growth, from expanding The Athletic and rolling out new content verticals to refining subscription products to keep readers engaged across more formats. See our latest analysis for New York Times. Against this backdrop of dividend affirmations and digital product launches, New York Times’ share price has cooled, with a 90 day share price return down 9.77%, even as the 1 year total shareholder return of 35.67% and 3 year...
IHRT
US$4.11
iHeartMedia
7D
14.5%
1Y
144.6%
FOXA
US$48.86
Fox
7D
-6.5%
1Y
-13.8%
Analysis Article • Jun 18

Fox (FOXA) Stock Could Be 29.4% Below Fair Value After Recent Share Price Slide

Fox (FOXA) is back in focus after a recent share price move, with the stock closing at $52.23. Investors are reassessing the media company’s value using its latest financial and return figures. See our latest analysis for Fox. Recent moves in the Fox share price, including a 1-day share price return of 1.77% after a period where the 7-day share price return declined 23.53% and the year-to-date share price return declined 29.19%, contrast with a 3-year total shareholder return of 64.88%. This...
NWSA
US$25.03
News
7D
-1.0%
1Y
-15.3%
PSKY
US$9.43
Paramount Skydance
7D
-5.1%
1Y
-24.7%
Seeking Alpha • Jun 15

Paramount Skydance And Warner Bros. Discovery Face An Uphill Battle

Summary Warner Bros. Discovery, Inc. faces a 14% merger spread with Paramount Skydance Corporation, but significant regulatory uncertainty persists. I maintain a 'hold' rating for both WBD and PSKY due to ongoing US state and European regulatory pushback and substantial post-merger debt. Combined streaming platforms could unlock synergies, yet operational and financial risks remain high given WBD's declining Global Linear Networks segment. Despite WBD's not-expensive valuation, downside risk is substantial if the deal fails, making a more aggressive rating unjustified. Read the full article on Seeking Alpha
LBRD.K
US$30.30
Liberty Broadband
7D
2.3%
1Y
-67.6%
BUUU
US$20.72
BUUU Group
7D
11.4%
1Y
n/a