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U.S. Media Industry Analysis

UpdatedJun 07, 2026
DataAggregated Company Financials
Companies123
  • 7D-2.6%
  • 3M-7.9%
  • 1Y-16.1%
  • YTD-11.9%

Over the last 7 days, the Media industry has dropped 2.8%, driven by a pullback from EchoStar of 10.0%. Overall the industry is down 15% in 12 months. 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
Sun, 07 Jun 2026US$197.5bUS$204.5b-US$9,588,571,126.4522.2x-20.6x1x
Tue, 05 May 2026US$210.1bUS$205.7b-US$10,168,717,548.7814.2x-20.7x1x
Thu, 02 Apr 2026US$207.0bUS$202.7b-US$9,956,583,777.6114.5x-20.8x1x
Sat, 28 Feb 2026US$217.3bUS$206.2b-US$8,050,161,478.2323.3x-27x1.1x
Mon, 26 Jan 2026US$232.1bUS$206.3b-US$1,913,175,382.9814.4x-121.3x1.1x
Wed, 24 Dec 2025US$346.4bUS$323.4bUS$19.5b16.1x17.8x1.1x
Fri, 21 Nov 2025US$313.7bUS$332.7bUS$20.1b16.2x15.6x0.9x
Sun, 19 Oct 2025US$341.5bUS$330.4bUS$31.2b19x11x1x
Tue, 16 Sep 2025US$361.6bUS$330.6bUS$31.2b20.1x11.6x1.1x
Thu, 14 Aug 2025US$333.3bUS$330.6bUS$31.3b18.4x10.7x1x
Sat, 12 Jul 2025US$385.8bUS$331.6bUS$19.5b18.2x19.8x1.2x
Mon, 09 Jun 2025US$372.0bUS$332.1bUS$19.5b17.3x19.1x1.1x
Wed, 07 May 2025US$358.4bUS$334.0bUS$19.9b15.4x18x1.1x
Fri, 04 Apr 2025US$377.4bUS$334.3bUS$20.4b13.9x18.5x1.1x
Sun, 02 Mar 2025US$374.8bUS$335.3bUS$20.1b14.9x18.7x1.1x
Tue, 28 Jan 2025US$405.2bUS$329.9bUS$15.2b13.7x26.7x1.2x
Thu, 26 Dec 2024US$406.3bUS$329.9bUS$15.2b14x26.7x1.2x
Sat, 23 Nov 2024US$439.1bUS$330.0bUS$15.2b15.3x28.8x1.3x
Mon, 21 Oct 2024US$408.9bUS$318.7bUS$16.6b14x24.6x1.3x
Wed, 18 Sep 2024US$389.6bUS$317.4bUS$15.9b14.2x24.6x1.2x
Fri, 16 Aug 2024US$388.5bUS$327.3bUS$17.5b12.5x22.2x1.2x
Sun, 14 Jul 2024US$383.3bUS$329.1bUS$23.3b12.3x16.5x1.2x
Tue, 11 Jun 2024US$371.9bUS$329.4bUS$23.2b11.9x16x1.1x
Thu, 09 May 2024US$370.1bUS$329.4bUS$22.9b11.6x16.2x1.1x
Sat, 06 Apr 2024US$375.9bUS$330.5bUS$21.6b14.1x17.4x1.1x
Mon, 04 Mar 2024US$385.9bUS$330.7bUS$21.5b15.8x18x1.2x
Wed, 31 Jan 2024US$426.2bUS$333.0bUS$23.4b14.1x18.2x1.3x
Fri, 29 Dec 2023US$416.1bUS$332.3bUS$23.2b13.2x18x1.3x
Sun, 26 Nov 2023US$401.8bUS$332.8bUS$23.2b12.6x17.3x1.2x
Tue, 24 Oct 2023US$409.1bUS$334.3bUS$15.7b14x26.1x1.2x
Thu, 21 Sep 2023US$429.6bUS$334.3bUS$15.7b15x27.4x1.3x
Sat, 19 Aug 2023US$431.8bUS$334.2bUS$15.7b15.9x27.4x1.3x
Mon, 17 Jul 2023US$426.3bUS$334.8bUS$17.3b14.7x24.6x1.3x
Wed, 14 Jun 2023US$406.6bUS$334.8bUS$17.3b14.3x23.5x1.2x
Price to Earnings Ratio

23.5x


Total Market Cap: US$406.6bTotal Earnings: US$17.3bTotal Revenue: US$334.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 11.5x202420252026
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 0.98x.
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-2.79%
Telecom-4.03%
Media-2.59%
Publishing3.63%
Broadcasting1.95%
Advertising-0.40%
Cable and Satellite-9.05%
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 25.2%, 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 51% 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
FOXA FoxUS$66.894.6%
+US$1.2b		23.0%PE16.4x
OMC Omnicom GroupUS$75.313.6%
+US$741.0m		5.4%PE340.7x
NWSA NewsUS$27.264.4%
+US$621.8m		-2.0%PE33.2x
NYT New York TimesUS$76.882.2%
+US$270.3m		37.7%PE32.5x
OPTU Optimum CommunicationsUS$1.0965.6%
+US$205.7m		-51.6%PS0.06x

Latest News

NWSA
US$27.26
News
7D
4.4%
1Y
-2.0%
TTD
US$19.95
Trade Desk
7D
-7.5%
1Y
-72.1%
SATS
US$116.28
EchoStar
7D
-10.0%
1Y
565.2%
Narrative Update • Jun 05

SATS: SpaceX Stake And Spectrum Deals Will Shape A Balanced Long Term Outlook

Analysts have adjusted their EchoStar price target slightly higher, lifting fair value from $134.80 to $137.60 as they refresh assumptions around discount rates, long term revenue trends, margins, and future P/E expectations. What's in the News EchoStar is being treated as an indirect way to get exposure to SpaceX ahead of a potential IPO that news reports say could value SpaceX between US$1.5t and US$2t, according to multiple articles summarized in the primary news source.
SIRI
US$27.01
Sirius XM Holdings
7D
-8.5%
1Y
22.8%
NXST
US$182.02
Nexstar Media Group
7D
2.0%
1Y
7.7%
Narrative Update • Jun 05

NXST: Tegna Scale And Political Ads Are Expected To Support Cash Flow

Analysts have adjusted their price targets on Nexstar Media Group, with recent research citing the Citi upgrade after the selloff, Benchmark's $50 target cut, and Deutsche Bank's $20 increase. These changes have led to a refreshed view of the stock's risk and valuation profile.
PSKY
US$10.22
Paramount Skydance
7D
-3.7%
1Y
-14.3%
NYT
US$76.88
New York Times
7D
2.2%
1Y
37.7%
OMC
US$75.31
Omnicom Group
7D
3.6%
1Y
5.4%
WLY
US$44.16
John Wiley & Sons
7D
4.9%
1Y
15.4%
OPTU
US$1.09
Optimum Communications
7D
65.6%
1Y
-51.6%
Narrative Update • Jun 02

OPTU: Softer Bearish Views Will Eventually Support Margin Upside Potential

Analysts have trimmed the fair value estimate for Optimum Communications from $2.00 to about $1.96, reflecting lower price targets from several firms and ongoing concerns about debt leverage, upcoming maturities, and a still challenging cable environment, despite one recent upgrade to Neutral. Analyst Commentary Recent Street research on Optimum Communications points to a mixed backdrop, with several firms cutting price targets and expressing concern about leverage and upcoming debt maturities, while one firm has shifted to a more neutral stance after previously being negative.
CHTR
US$132.12
Charter Communications
7D
-8.3%
1Y
-66.7%
Narrative Update • Jun 02

CHTR: Rising Broadband Competition Will Pressure Subscriber Base And Future Earnings Multiple

Charter Communications' fair value estimate has been revised from $150 to $124 as analysts factor in lower price targets across the Street, slightly weaker revenue growth expectations, a higher discount rate, and a lower assumed future P/E, partly offset by modestly stronger profit margin assumptions. Analyst Commentary Recent Street research around Charter has tilted cautious, with several bearish analysts cutting price targets and pointing to execution and growth risks.
STGW
US$6.44
Stagwell
7D
-8.1%
1Y
43.4%
Narrative Update • Jun 02

STGW: AI And Buybacks Will Face Execution Risk In Overvalued Setup

Analysts nudged their price target on Stagwell higher by $1, citing adjusted expectations for future revenue growth, profit margins, and P/E assumptions after recent research updates related to client churn trends and net revenue and AEBITDA estimates. Analyst Commentary Recent research shows a mix of cautious and constructive views on Stagwell, with price targets adjusted as analysts update their revenue, AEBITDA and P/E assumptions after the latest Q4 report and client churn trends.
FOXA
US$66.89
Fox
7D
4.6%
1Y
23.0%
Narrative Update • Jun 01

FOXA: Live Events And Streaming Momentum Will Support Higher Earnings Power

Analysts have nudged their average price target for Fox higher, with the fair value estimate moving from about $71.00 to roughly $73.88, citing updated assumptions around revenue growth, profit margins, discount rates, and future P/E expectations. Analyst Commentary Recent research updates point to a cluster of higher price targets for Fox, with several firms lifting their fair value estimates by US$1 to US$9.
DV
US$10.25
DoubleVerify Holdings
7D
5.7%
1Y
-30.7%
Narrative Update • May 29

DV: Lower Revenue Outlook And Multiple Compression Will Pressure Shares

Analysts have reduced their price target on DoubleVerify Holdings by $0.47. This reflects updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions.
LBRD.K
US$30.91
Liberty Broadband
7D
-8.4%
1Y
-67.2%
VSNT
US$40.19
Versant Media Group
7D
-6.8%
1Y
n/a