Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Media Industry Analysis

UpdatedJun 18, 2026
DataAggregated Company Financials
Companies123
  • 7D-4.8%
  • 3M-7.5%
  • 1Y-19.3%
  • YTD-16.5%

Over the last 7 days, the Media industry has dropped 2.4%, driven by Fox declining 23%. However, the industry is down 16% over the past year. As for the next few years, earnings are expected to grow by 35% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 18 Jun 2026US$194.0bUS$204.5b-US$9,516,946,572.5624.9x-20.4x0.9x
Sat, 16 May 2026US$201.7bUS$205.2b-US$9,565,591,772.2523.3x-21.1x1x
Mon, 13 Apr 2026US$211.7bUS$202.4b-US$10,137,727,593.5515.2x-20.9x1x
Wed, 11 Mar 2026US$221.9bUS$205.8b-US$9,827,058,378.2823.7x-22.6x1.1x
Fri, 06 Feb 2026US$214.2bUS$205.1b-US$5,894,694,384.4614.8x-36.3x1x
Sun, 04 Jan 2026US$341.3bUS$329.8bUS$20.9b13.8x16.3x1x
Tue, 02 Dec 2025US$308.8bUS$324.0bUS$19.5b16x15.8x1x
Thu, 30 Oct 2025US$343.4bUS$330.6bUS$31.1b19.1x11x1x
Sat, 27 Sep 2025US$360.4bUS$330.4bUS$31.2b20.4x11.6x1.1x
Mon, 25 Aug 2025US$355.8bUS$330.5bUS$31.2b22x11.4x1.1x
Wed, 23 Jul 2025US$379.2bUS$331.6bUS$18.9b20.2x20.1x1.1x
Fri, 20 Jun 2025US$366.0bUS$331.6bUS$19.6b17.3x18.7x1.1x
Sun, 18 May 2025US$383.5bUS$330.6bUS$19.6b17.6x19.6x1.2x
Tue, 15 Apr 2025US$337.0bUS$334.3bUS$20.4b13.6x16.5x1x
Thu, 13 Mar 2025US$362.7bUS$334.3bUS$20.3b14.1x17.9x1.1x
Sat, 08 Feb 2025US$388.6bUS$332.0bUS$17.2b13.4x22.7x1.2x
Mon, 06 Jan 2025US$403.0bUS$329.9bUS$15.2b14.2x26.5x1.2x
Wed, 04 Dec 2024US$446.1bUS$329.7bUS$15.2b15.7x29.3x1.4x
Fri, 01 Nov 2024US$424.0bUS$329.3bUS$14.1b13.6x30.1x1.3x
Sun, 29 Sep 2024US$402.9bUS$318.4bUS$16.6b13.9x24.2x1.3x
Tue, 27 Aug 2024US$401.4bUS$327.3bUS$17.5b13.1x22.9x1.2x
Thu, 25 Jul 2024US$387.6bUS$328.4bUS$22.9b13.5x16.9x1.2x
Sat, 22 Jun 2024US$369.3bUS$329.3bUS$23.3b12x15.9x1.1x
Mon, 20 May 2024US$378.7bUS$329.4bUS$23.1b11.1x16.4x1.1x
Wed, 17 Apr 2024US$359.6bUS$330.5bUS$21.6b13.9x16.7x1.1x
Fri, 15 Mar 2024US$391.1bUS$330.7bUS$21.4b14.4x18.3x1.2x
Sun, 11 Feb 2024US$377.9bUS$318.5bUS$22.6b12.7x16.7x1.2x
Tue, 09 Jan 2024US$404.3bUS$332.3bUS$23.2b13.5x17.5x1.2x
Thu, 07 Dec 2023US$390.4bUS$332.8bUS$23.1b11.6x16.9x1.2x
Sat, 04 Nov 2023US$412.3bUS$334.5bUS$24.0b11.5x17.1x1.2x
Mon, 02 Oct 2023US$422.8bUS$334.1bUS$15.7b16.1x27x1.3x
Wed, 30 Aug 2023US$443.8bUS$334.3bUS$15.7b16.1x28.2x1.3x
Fri, 28 Jul 2023US$428.3bUS$335.3bUS$18.3b14.5x23.4x1.3x
Sun, 25 Jun 2023US$395.9bUS$334.8bUS$17.3b14.3x22.8x1.2x
Price to Earnings Ratio

22.8x


Total Market Cap: US$395.9bTotal Earnings: US$17.3bTotal Revenue: US$334.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 11x202420252026
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 0.94x.
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 Market1.98%
Telecom0.34%
Media-4.84%
Advertising0.93%
Publishing-0.96%
Cable and Satellite-2.95%
Broadcasting-15.89%
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 27.0%, 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 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
OMC Omnicom GroupUS$76.313.1%
+US$664.1m		9.9%PE345.2x
MGNI MagniteUS$18.2416.4%
+US$368.1m		-3.1%PE16.5x
LFTO Liftoff MobileUS$26.677.9%
+US$330.2m		n/aPE316.6x
NYT New York TimesUS$74.462.0%
+US$236.3m		37.8%PE31.5x
SIRI Sirius XM HoldingsUS$27.931.2%
+US$114.5m		30.0%PE11.1x

Latest News

WLY
US$45.42
John Wiley & Sons
7D
2.3%
1Y
6.8%
NYT
US$74.46
New York Times
7D
2.0%
1Y
37.8%
SATS
US$111.70
EchoStar
7D
-3.1%
1Y
349.1%
Analysis Article • 15h

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$165.82
Nexstar Media Group
7D
-4.4%
1Y
-0.5%
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
FOXA
US$51.32
Fox
7D
-24.5%
1Y
-6.2%
NWSA
US$25.98
News
7D
-3.7%
1Y
-7.4%
Narrative Update • Jun 17

NWSA: Q1 Beat And Meta AI Deal Will Reshape Future Earnings

Analysts have revised their fair value estimate for News Corp. stock to $29.40 from $27.00.
MGNI
US$18.24
Magnite
7D
16.4%
1Y
-3.1%
TTD
US$18.16
Trade Desk
7D
-5.9%
1Y
-73.6%
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.
STGW
US$6.66
Stagwell
7D
2.0%
1Y
54.9%
Narrative Update • Jun 16

STGW: Buybacks And AI Initiatives Will Test Fairly Valued Setup

Analysts have raised their price target on Stagwell by $1, citing updated assumptions around revenue growth, profit margins and future P/E levels that modestly adjust their valuation framework. What’s in the News for Stagwell Stagwell announced Q4 and full year 2025 results that highlighted its digital transformation and Marketing Cloud segments, alongside a planned US$400 million share repurchase program, according to recent coverage.
CHTR
US$132.00
Charter Communications
7D
-4.2%
1Y
-65.0%
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$9.98
Paramount Skydance
7D
-3.2%
1Y
-17.1%
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
OMC
US$76.31
Omnicom Group
7D
3.1%
1Y
9.9%
Narrative Update • Jun 14

OMC: Integration Risks And AI Partnerships Will Shape Fairly Valued Outlook

Analysts lifted the fair value estimate for Omnicom Group by $2 to $79, reflecting updated assumptions for revenue growth, margins, and future P/E after recent research highlighted both attractive free cash flow yield and integration risks around the Interpublic acquisition. Analyst Commentary Street research on Omnicom presents a mixed picture, with some analysts highlighting attractive free cash flow yield and others flagging execution risks tied to the Interpublic acquisition and broader sector questions.
SIRI
US$27.93
Sirius XM Holdings
7D
1.2%
1Y
30.0%
EVC
US$9.40
Entravision Communications
7D
5.0%
1Y
303.4%
LFTO
US$26.67
Liftoff Mobile
7D
7.9%
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
LBRD.K
US$30.87
Liberty Broadband
7D
-4.2%
1Y
-65.7%