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U.S. Media Industry Analysis

UpdatedJun 22, 2026
DataAggregated Company Financials
Companies123
  • 7D-6.7%
  • 3M-9.8%
  • 1Y-21.4%
  • YTD-17.6%

Over the last 7 days, the Media industry has dropped 6.7%, driven by declines in EchoStar and Charter Communications of 7.4% and 12%, respectively. However, the industry is down 21% over the past year. Looking forward, earnings are forecast to grow by 35% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 22 Jun 2026US$184.4bUS$204.5b-US$9,516,779,231.4425.9x-19.4x0.9x
Wed, 20 May 2026US$203.7bUS$205.2b-US$9,560,191,338.8425.7x-21.3x1x
Fri, 17 Apr 2026US$220.0bUS$202.4b-US$10,137,756,527.8515.3x-21.7x1.1x
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
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 10.9x202420252026
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 1.1x is higher than the industry's current PS ratio of 0.90x.
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 Market1.40%
Telecom3.86%
Media-6.71%
Publishing-0.50%
Advertising-3.60%
Cable and Satellite-6.81%
Broadcasting-13.83%
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 28.6%, 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 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 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
LFTO Liftoff MobileUS$26.655.0%
+US$213.4m		n/aPE316.3x
SIRI Sirius XM HoldingsUS$28.032.1%
+US$191.9m		27.9%PE11.2x
WLY John Wiley & SonsUS$46.707.8%
+US$173.0m		6.4%PE10.8x
MGNI MagniteUS$17.896.8%
+US$163.3m		-5.3%PE16.1x
EVC Entravision CommunicationsUS$9.866.9%
+US$58.9m		338.2%PS1.6x

Latest News

STGW
US$6.71
Stagwell
7D
1.8%
1Y
51.5%
EVC
US$9.86
Entravision Communications
7D
6.9%
1Y
338.2%
OMC
US$71.35
Omnicom Group
7D
-6.7%
1Y
-0.5%
Analysis Article • Jun 20

Omnicom Group (OMC) Stock Could Be 27.8% Undervalued After Media Rankings Recognition

Recent rankings that place Omnicom Group (OMC) at the top of global media management, together with its third straight Effie recognition as the World's Most Effective Holding Group, have brought the stock back into focus for many investors. See our latest analysis for Omnicom Group. Despite the recent media rankings and Effie recognition, Omnicom Group’s share price has come under pressure, with the stock down 6.5% on a 1 day basis and 12.26% year to date. The 1 year total shareholder return...
SIRI
US$28.03
Sirius XM Holdings
7D
2.1%
1Y
27.9%
Analysis Article • Jun 19

Sirius XM Holdings (SIRI) Stock Looks Fully Valued After S&P Index Additions

Sirius XM Holdings (SIRI) has just been added to the S&P 400, S&P 1000, S&P Composite 1500, and the S&P 400 Communication Services sector indices, coinciding with a sharp rise in institutional ownership. See our latest analysis for Sirius XM Holdings. The recent index inclusions have come after a strong run, with Sirius XM Holdings posting a 27.47% 90 day share price return and a 36.66% year to date share price return, while the 1 year total shareholder return sits at 35.20% against weaker 3...
MGNI
US$17.89
Magnite
7D
6.8%
1Y
-5.3%
Seeking Alpha • Jun 19

Magnite: CTV Momentum Should Continue To Translate Into Higher Value

Summary Magnite delivered strong Q1 results, with CTV contribution ex-TAC up 30% YoY and now over 50% of total contribution. I remain bullish and reiterate my buy rating, citing positive sentiment, robust CTV growth, and improved profitability metrics including a 27% adj. EBITDA margin. MGNI paid down $205M in senior notes, reducing net leverage to 0.7x and aligning with management’s target of less than 1x. Short-term catalysts like the FIFA World Cup and live sports should further accelerate CTV momentum, while DV+ remains a structural headwind. Read the full article on Seeking Alpha
WLY
US$46.70
John Wiley & Sons
7D
7.8%
1Y
6.4%
Analysis Article • Jun 19

John Wiley & Sons (WLY) Stock Could Be 29.2% Undervalued After Earnings And Emerald Deal

John Wiley & Sons (WLY) drew investor attention after reporting fourth quarter and full year results that showed higher net income and earnings per share, alongside a recently announced Emerald Publishing acquisition. See our latest analysis for John Wiley & Sons. At a share price of $46.70, John Wiley & Sons has seen strong momentum recently, with a 29.11% 3 month share price return and a 58.31% year to date share price return, while the 5 year total shareholder return is slightly negative...
FOXA
US$52.23
Fox
7D
-4.6%
1Y
-6.9%
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...
TDAY
US$7.88
USA TODAY
7D
3.7%
1Y
138.8%
Analysis Article • Jun 17

USA TODAY (TDAY) Stock Could Be 6.4% Undervalued After Marvel Deal

USA TODAY (TDAY) stock is in focus after the company announced a collaboration with Marvel Comics that introduces an exclusive Spider-Man TODAY digital series, along with broad Marvel comics access for USA TODAY PLAY subscribers. See our latest analysis for USA TODAY. At a share price of $7.76, USA TODAY has seen a 21.82% 90 day share price return and a 48.94% year to date share price return, while the 1 year total shareholder return of 125.58% and 3 year total shareholder return above 3x...
SATS
US$109.17
EchoStar
7D
-7.4%
1Y
334.1%
Analysis Article • Jun 17

EchoStar (SATS) Stock Could Be 175.5% Overvalued After Its $17b SpaceX Spectrum Deal

EchoStar stock reacts to SpaceX spectrum deal and IPO EchoStar (SATS) stock has been swinging sharply after a US$17b spectrum sale to SpaceX tied the company’s fortunes to SpaceX equity. FCC approval has cemented its role as a spectrum monetizer. See our latest analysis for EchoStar. EchoStar’s share price has been volatile over the past year as investors react to each SpaceX headline, with a 12.27% 90 day share price return and a very large 1 year total shareholder return that reflects...
NXST
US$164.16
Nexstar Media Group
7D
-4.7%
1Y
-6.0%
Seeking Alpha • Jun 17

Nexstar's Legal Battles Are More Than Priced In

Summary Nexstar Media Group remains a "Buy" despite a 27% decline since the TEGNA acquisition faced legal hurdles and integration delays. NXST’s TEGNA deal is stalled by state-led lawsuits and an injunction, preventing operational synergies and risking dis-synergies and management distraction. Standalone NXST performance is robust, with Q1 EPS of $5.09, surging political ad revenue, and a secure 4.3% dividend yield. Shares trade at a nearly 15% free cash flow yield, offering deep value even under prolonged legal uncertainty, with fair value estimated at $210–$300. Read the full article on Seeking Alpha
TTD
US$18.51
Trade Desk
7D
-3.9%
1Y
-73.1%
Narrative Update • Jun 16

TTD: Future Upside Will Depend On Fox Roku And Publicis Partnerships

The Trade Desk price target has been revised modestly lower to $24.45 from $26.29 as analysts factor in recent cuts from multiple firms, a mix of cautious views on growth and margins, and ongoing debate around competition, agency relationships, and the impact of key partnerships with Fox, Roku, and Publicis. Analyst Commentary Analysts remain divided on Trade Desk stock, with recent commentary highlighting both supportive factors around key partnerships and agency relationships, and pointed concerns about competition, take-rate pressure, and leadership changes.
CHTR
US$126.23
Charter Communications
7D
-12.2%
1Y
-67.8%
Narrative Update • Jun 16

CHTR: Future Returns Will Rely On Broadband Stabilization And Fiber Expansion

Analysts have reduced the Charter Communications fair value estimate by about $6 to $239.18, citing a combination of ongoing broadband subscriber and pricing headwinds, along with slightly firmer margin and P/E assumptions that moderate the overall downside. Analyst Commentary Recent research on Charter Communications stock highlights a split view, with some analysts focusing on valuation support and others emphasizing execution risks around broadband and pricing.
PSKY
US$9.94
Paramount Skydance
7D
-5.2%
1Y
-19.3%
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
LFTO
US$26.65
Liftoff Mobile
7D
5.0%
1Y
n/a
Seeking Alpha • Jun 08

Liftoff Mobile: Starting Its Public Life Strong

Summary Liftoff Mobile delivered a strong IPO, pricing above range and rising further post-offering, reflecting robust growth and profitability. LFTO reported 2025 revenues of $685M (+32%) and 24% GAAP operating margins, with accelerating Q1 growth and significant operating leverage. At ~$25/share, the company trades at ~20x run-rate earnings, with leverage declining rapidly as margins and revenues expand. Despite compelling financials and reasonable valuation, I remain cautious due to business model risks, technological disruption, and platform dependencies. Read the full article on Seeking Alpha
QXL
US$6.35
Quantum X Labs
7D
27.3%
1Y
64.1%
LBRD.K
US$29.62
Liberty Broadband
7D
-12.0%
1Y
-68.3%