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U.S. Media Industry Analysis

UpdatedJun 05, 2026
DataAggregated Company Financials
Companies123
  • 7D-2.8%
  • 3M-8.2%
  • 1Y-14.7%
  • YTD-10.9%

Over the last 7 days, the Media industry has dropped 3.4%, driven by a pullback from Charter Communications of 12%. However, the industry is down 18% over the past year. 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
Fri, 05 Jun 2026US$196.5bUS$204.5b-US$9,588,692,542.2023.5x-20.5x1x
Sun, 03 May 2026US$210.2bUS$205.7b-US$10,168,746,094.6414.3x-20.7x1x
Tue, 31 Mar 2026US$205.5bUS$202.7b-US$10,080,843,849.9214.9x-20.4x1x
Thu, 26 Feb 2026US$212.3bUS$206.5b-US$7,073,915,196.4014.1x-30x1x
Sat, 24 Jan 2026US$233.0bUS$206.3b-US$1,913,175,382.9814.4x-121.8x1.1x
Mon, 22 Dec 2025US$347.2bUS$324.0bUS$19.5b16x17.8x1.1x
Wed, 19 Nov 2025US$317.0bUS$332.7bUS$20.1b16.1x15.7x1x
Fri, 17 Oct 2025US$347.2bUS$330.4bUS$31.2b19.3x11.1x1.1x
Sun, 14 Sep 2025US$361.5bUS$330.6bUS$31.2b20.2x11.6x1.1x
Tue, 12 Aug 2025US$326.2bUS$330.5bUS$31.6b20.7x10.3x1x
Thu, 10 Jul 2025US$387.4bUS$331.6bUS$19.5b18.1x19.8x1.2x
Sat, 07 Jun 2025US$366.5bUS$331.6bUS$19.5b17.3x18.8x1.1x
Mon, 05 May 2025US$349.3bUS$334.0bUS$19.9b15x17.6x1x
Wed, 02 Apr 2025US$373.3bUS$334.2bUS$20.5b14.3x18.2x1.1x
Fri, 28 Feb 2025US$369.9bUS$336.3bUS$20.1b14.9x18.4x1.1x
Sun, 26 Jan 2025US$398.0bUS$329.9bUS$15.2b13.6x26.2x1.2x
Tue, 24 Dec 2024US$406.2bUS$329.9bUS$15.2b13.9x26.7x1.2x
Thu, 21 Nov 2024US$426.8bUS$330.0bUS$15.2b15.3x28x1.3x
Sat, 19 Oct 2024US$410.2bUS$318.7bUS$16.6b14x24.7x1.3x
Mon, 16 Sep 2024US$389.4bUS$318.3bUS$16.7b13.5x23.4x1.2x
Wed, 14 Aug 2024US$384.9bUS$327.3bUS$17.6b12.4x21.9x1.2x
Fri, 12 Jul 2024US$374.5bUS$329.1bUS$23.3b12.2x16.1x1.1x
Sun, 09 Jun 2024US$374.3bUS$329.4bUS$23.2b10.7x16.1x1.1x
Tue, 07 May 2024US$372.0bUS$330.4bUS$22.2b12.3x16.7x1.1x
Thu, 04 Apr 2024US$381.4bUS$330.5bUS$21.6b14.1x17.7x1.2x
Sat, 02 Mar 2024US$388.7bUS$333.9bUS$21.2b15.8x18.3x1.2x
Mon, 29 Jan 2024US$423.9bUS$333.0bUS$23.4b14x18.1x1.3x
Wed, 27 Dec 2023US$412.7bUS$332.3bUS$23.1b12.8x17.9x1.2x
Fri, 24 Nov 2023US$398.4bUS$332.8bUS$23.2b12.5x17.2x1.2x
Sun, 22 Oct 2023US$409.6bUS$334.3bUS$15.7b14.7x26.1x1.2x
Tue, 19 Sep 2023US$434.6bUS$334.3bUS$15.7b15.1x27.7x1.3x
Thu, 17 Aug 2023US$434.9bUS$334.2bUS$15.7b15.9x27.6x1.3x
Sat, 15 Jul 2023US$426.4bUS$334.8bUS$17.3b14.7x24.6x1.3x
Mon, 12 Jun 2023US$400.6bUS$334.8bUS$17.3b14.5x23.1x1.2x
Price to Earnings Ratio

23.1x


Total Market Cap: US$400.6bTotal Earnings: US$17.3bTotal Revenue: US$334.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 11.6x202420252026
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 0.99x.
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-0.11%
Telecom-3.92%
Media-2.78%
Publishing1.46%
Advertising1.02%
Broadcasting-0.82%
Cable and Satellite-7.81%
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 25.1%, 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 50% 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$75.632.1%
+US$438.9m		7.7%PE342.1x
OPTU Optimum CommunicationsUS$1.1081.9%
+US$236.0m		-48.6%PS0.06x
NWSA NewsUS$26.841.2%
+US$163.8m		-3.7%PE32.7x
DV DoubleVerify HoldingsUS$10.579.4%
+US$139.7m		-29.7%PE29.7x
WLY John Wiley & SonsUS$44.085.8%
+US$124.2m		15.7%PE14.7x

Latest News

PSKY
US$10.68
Paramount Skydance
7D
-1.2%
1Y
-10.3%
NMAX
US$9.57
Newsmax
7D
9.5%
1Y
-40.9%
OMC
US$75.63
Omnicom Group
7D
2.1%
1Y
7.7%
WLY
US$44.08
John Wiley & Sons
7D
5.8%
1Y
15.7%
NWSA
US$26.84
News
7D
1.2%
1Y
-3.7%
Narrative Update • Jun 02

NWSA: AI Licensing Deal And Buyback Will Support Future Repricing Potential

Analysts have made only a modest adjustment to their outlook, with the consensus price target for News Corp. shifting slightly as firms trim targets around $38, while others lift theirs by about $1.60, reflecting updated views on growth, valuation, and expected P/E levels.
MGNI
US$14.86
Magnite
7D
3.0%
1Y
-14.9%
OPTU
US$1.10
Optimum Communications
7D
81.9%
1Y
-48.6%
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$129.05
Charter Communications
7D
-12.4%
1Y
-67.0%
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.
FOXA
US$65.54
Fox
7D
-0.4%
1Y
21.7%
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.
SIRI
US$27.79
Sirius XM Holdings
7D
-7.0%
1Y
28.7%
DV
US$10.57
DoubleVerify Holdings
7D
9.4%
1Y
-29.7%
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.
SATS
US$124.64
EchoStar
7D
-4.9%
1Y
555.0%
LBRD.K
US$30.17
Liberty Broadband
7D
-12.6%
1Y
-67.6%
NXST
US$181.01
Nexstar Media Group
7D
-2.7%
1Y
9.9%
TDAY
US$8.17
USA TODAY
7D
5.8%
1Y
130.8%
Seeking Alpha • May 18

USA Today: A Strong Quarter Can't Mask Lasting Concerns

Summary USA Today’s Q1 2026 earnings show margin improvement and declining leverage, but not enough to warrant optimism. Digital revenue exhibits growth, but not enough to offset persistent declines in legacy print advertising. Structural challenges from audience migration to the web continue to undermine long-term sustainability. Despite short-term progress, legacy media headwinds remain a critical concern for future performance. Read the full article on Seeking Alpha
VSNT
US$40.22
Versant Media Group
7D
-7.2%
1Y
n/a