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

U.S. Media Industry Analysis

UpdatedJun 12, 2026
DataAggregated Company Financials
Companies123
  • 7D0.8%
  • 3M-2.8%
  • 1Y-15.3%
  • YTD-10.5%

Over the last 7 days, the Media industry has remained flat, although notably Charter Communications gained 7.8%. Unfortunately though, the industry is down 15% over the past 12 months. Earnings are forecast to grow by 34% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 12 Jun 2026US$197.1bUS$204.5b-US$9,587,495,283.1423.1x-20.6x1x
Sun, 10 May 2026US$206.9bUS$206.4b-US$9,592,248,679.8314x-21.6x1x
Tue, 07 Apr 2026US$211.9bUS$202.6b-US$9,984,678,662.1115.2x-21.2x1x
Thu, 05 Mar 2026US$223.4bUS$205.8b-US$9,912,288,219.1722.3x-22.5x1.1x
Sat, 31 Jan 2026US$223.1bUS$206.3b-US$1,913,205,459.3014.3x-116.6x1.1x
Mon, 29 Dec 2025US$341.4bUS$330.4bUS$20.9b16.1x16.4x1x
Wed, 26 Nov 2025US$314.3bUS$332.7bUS$20.1b16.1x15.7x0.9x
Fri, 24 Oct 2025US$343.8bUS$330.6bUS$31.1b19.7x11x1x
Sun, 21 Sep 2025US$359.4bUS$330.6bUS$31.2b20.7x11.5x1.1x
Tue, 19 Aug 2025US$344.1bUS$330.6bUS$31.2b20.6x11x1x
Thu, 17 Jul 2025US$377.3bUS$331.8bUS$19.0b18.2x19.9x1.1x
Sat, 14 Jun 2025US$370.3bUS$331.7bUS$19.5b16x19x1.1x
Mon, 12 May 2025US$360.5bUS$329.8bUS$19.9b17.3x18.1x1.1x
Wed, 09 Apr 2025US$333.5bUS$334.3bUS$20.4b13.4x16.3x1x
Fri, 07 Mar 2025US$371.9bUS$335.1bUS$20.1b14.8x18.5x1.1x
Sun, 02 Feb 2025US$386.3bUS$330.7bUS$16.8b13.5x23x1.2x
Tue, 31 Dec 2024US$401.7bUS$329.9bUS$15.2b13.6x26.4x1.2x
Thu, 28 Nov 2024US$439.4bUS$330.0bUS$15.2b15.5x28.9x1.3x
Sat, 26 Oct 2024US$405.6bUS$318.6bUS$16.4b13.4x24.7x1.3x
Mon, 23 Sep 2024US$392.8bUS$318.4bUS$16.6b13.9x23.6x1.2x
Wed, 21 Aug 2024US$399.7bUS$327.3bUS$17.5b12.7x22.8x1.2x
Fri, 19 Jul 2024US$397.1bUS$329.3bUS$23.2b12.5x17.1x1.2x
Sun, 16 Jun 2024US$365.5bUS$329.3bUS$23.2b11.7x15.8x1.1x
Tue, 14 May 2024US$376.8bUS$329.4bUS$23.1b11.3x16.3x1.1x
Thu, 11 Apr 2024US$372.4bUS$330.5bUS$21.6b14x17.3x1.1x
Sat, 09 Mar 2024US$382.9bUS$330.7bUS$21.4b15.8x17.9x1.2x
Mon, 05 Feb 2024US$405.2bUS$333.1bUS$23.3b13.7x17.4x1.2x
Wed, 03 Jan 2024US$413.1bUS$332.3bUS$23.2b13.2x17.8x1.2x
Fri, 01 Dec 2023US$397.9bUS$332.8bUS$23.2b12.6x17.2x1.2x
Sun, 29 Oct 2023US$373.8bUS$334.6bUS$24.4b11.7x15.3x1.1x
Tue, 26 Sep 2023US$422.3bUS$334.2bUS$15.6b15.1x27x1.3x
Thu, 24 Aug 2023US$430.2bUS$334.3bUS$15.7b15.4x27.3x1.3x
Sat, 22 Jul 2023US$430.8bUS$334.8bUS$17.4b14.6x24.7x1.3x
Mon, 19 Jun 2023US$408.3bUS$334.8bUS$17.3b14.7x23.5x1.2x
Price to Earnings Ratio

23.5x


Total Market Cap: US$408.3bTotal Earnings: US$17.3bTotal Revenue: US$334.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 11.3x202420252026
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 0.96x.
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-2.36%
Telecom-3.84%
Media0.75%
Cable and Satellite3.63%
Broadcasting1.38%
Publishing-1.62%
Advertising-2.51%
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 24.9%, 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
CHTR Charter CommunicationsUS$139.147.8%
+US$1.2b		-64.9%PE3.5x
FOXA FoxUS$68.304.2%
+US$1.2b		26.9%PE16.8x
SATS EchoStarUS$128.132.8%
+US$1.0b		608.9%PS2.5x
LBRD.K Liberty BroadbandUS$32.628.1%
+US$351.6m		-65.3%PB0.8x
MGNI MagniteUS$16.209.0%
+US$191.9m		-8.1%PE14.6x

Latest News

PSKY
US$10.49
Paramount Skydance
7D
-1.8%
1Y
-12.1%
MGNI
US$16.20
Magnite
7D
9.0%
1Y
-8.1%
TTD
US$18.90
Trade Desk
7D
-10.1%
1Y
-73.2%
Seeking Alpha • Jun 11

The Trade Desk Isn't The Bargain I Thought It Was

Summary The Trade Desk is downgraded from strong buy to buy as emerging risks temper long-term optimism. TTD faces customer relationship risk after agreement audits from major clients Publicis and Omnicom, potentially impacting future financials. Executive turnover, including recent CFO and CMO departures, raises internal risk and questions about management stability. Despite a depressed forward P/E of 10.43 and resilient customer retention numbers, decelerating growth and soft profitability cloud near-term momentum. Read the full article on Seeking Alpha
SATS
US$128.13
EchoStar
7D
2.8%
1Y
608.9%
Seeking Alpha • Jun 10

EchoStar: Spectrum Is Real, But I Wouldn't Chase The Rally

Summary EchoStar Corporation is primarily a play on spectrum monetization and balance sheet deleveraging, not operational growth. Recent AT&T and SpaceX asset sales provide liquidity and buy time but don't resolve core structural declines in Pay-TV and broadband. Despite improved operating income, revenue, and subscriber trends remain negative, and SATS stock trades at a premium on traditional multiples. I maintain a Hold rating, as the investment case hinges on successful deal execution with little margin of safety after a significant price run-up. Read the full article on Seeking Alpha
NYT
US$74.20
New York Times
7D
-1.4%
1Y
33.5%
EVC
US$9.98
Entravision Communications
7D
10.0%
1Y
343.6%
CHTR
US$139.14
Charter Communications
7D
7.8%
1Y
-64.9%
FOXA
US$68.30
Fox
7D
4.2%
1Y
26.9%
LFTO
US$25.66
Liftoff Mobile
7D
-9.8%
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
NWSA
US$26.30
News
7D
-2.0%
1Y
-5.0%
NXST
US$174.52
Nexstar Media Group
7D
-3.6%
1Y
3.2%
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.
NMAX
US$8.76
Newsmax
7D
-8.5%
1Y
-30.9%
SBGI
US$14.45
Sinclair
7D
4.2%
1Y
9.8%
Narrative Update • Jun 03

SBGI: Higher Future P E And Margin Execution Will Support Shares

Narrative Update on Sinclair Analysts have lowered their average price target on Sinclair by $1, reflecting updated views on fair value, profit margins, and expected P/E multiples following recent research revisions. Analyst Commentary Recent research updates on Sinclair have focused on fine tuning valuation rather than making sweeping changes to the investment case.
OPTU
US$1.25
Optimum Communications
7D
13.6%
1Y
-41.9%
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.
MNTN
US$8.53
MNTN
7D
-12.0%
1Y
-57.2%
LBRD.K
US$32.62
Liberty Broadband
7D
8.1%
1Y
-65.3%