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U.S. Media Industry Analysis

UpdatedOct 05, 2025
DataAggregated Company Financials
Companies130
  • 7D-0.5%
  • 3M-7.0%
  • 1Y-10.9%
  • YTD-11.9%

The Media is pretty flat in the last 7 days, but Trade Desk has stood out, gaining 9.4%. As for the longer term, the industry has declined 12% in the last year. As for the next few years, earnings are expected to grow by 4.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 06 Oct 2025US$362.2bUS$330.4bUS$31.2b20.8x11.6x1.1x
Wed, 03 Sep 2025US$361.2bUS$330.5bUS$31.2b21.4x11.6x1.1x
Fri, 01 Aug 2025US$353.3bUS$331.7bUS$18.9b18.8x18.7x1.1x
Sun, 29 Jun 2025US$371.8bUS$331.6bUS$19.5b17.8x19x1.1x
Tue, 27 May 2025US$371.8bUS$330.9bUS$19.5b16.7x19.1x1.1x
Thu, 24 Apr 2025US$340.5bUS$334.4bUS$20.4b14.2x16.7x1x
Sat, 22 Mar 2025US$365.3bUS$334.2bUS$20.5b14.3x17.8x1.1x
Mon, 17 Feb 2025US$378.3bUS$331.7bUS$16.8b14.9x22.5x1.1x
Wed, 15 Jan 2025US$390.0bUS$329.9bUS$15.2b13.8x25.7x1.2x
Fri, 13 Dec 2024US$425.4bUS$329.7bUS$15.3b15.2x27.8x1.3x
Sun, 10 Nov 2024US$443.3bUS$330.2bUS$15.1b14.1x29.4x1.3x
Tue, 08 Oct 2024US$399.8bUS$318.4bUS$16.6b13.2x24.1x1.3x
Thu, 05 Sep 2024US$395.0bUS$327.3bUS$17.5b13x22.5x1.2x
Sat, 03 Aug 2024US$397.4bUS$328.4bUS$22.8b13.6x17.4x1.2x
Mon, 01 Jul 2024US$379.5bUS$329.2bUS$23.3b11.8x16.3x1.2x
Wed, 29 May 2024US$374.8bUS$329.4bUS$23.1b11.2x16.2x1.1x
Fri, 26 Apr 2024US$358.7bUS$329.6bUS$21.7b14.2x16.5x1.1x
Sun, 24 Mar 2024US$387.5bUS$330.7bUS$21.6b15.6x17.9x1.2x
Tue, 20 Feb 2024US$385.1bUS$318.6bUS$22.7b13.2x17x1.2x
Thu, 18 Jan 2024US$396.7bUS$332.3bUS$23.2b13x17.1x1.2x
Sat, 16 Dec 2023US$414.4bUS$332.7bUS$23.2b13.5x17.9x1.2x
Mon, 13 Nov 2023US$391.6bUS$334.0bUS$22.8b11.4x17.1x1.2x
Wed, 11 Oct 2023US$427.6bUS$334.1bUS$15.7b15.8x27.3x1.3x
Fri, 08 Sep 2023US$427.1bUS$334.3bUS$15.7b15.4x27.1x1.3x
Sun, 06 Aug 2023US$437.4bUS$335.2bUS$17.1b14.9x25.6x1.3x
Tue, 04 Jul 2023US$417.0bUS$334.8bUS$17.3b14.7x24.1x1.2x
Thu, 01 Jun 2023US$388.3bUS$334.8bUS$17.3b13.5x22.4x1.2x
Sat, 29 Apr 2023US$414.8bUS$339.1bUS$22.7b14.7x18.3x1.2x
Mon, 27 Mar 2023US$381.6bUS$341.5bUS$22.6b14x16.9x1.1x
Wed, 22 Feb 2023US$413.9bUS$340.6bUS$23.7b13.6x17.5x1.2x
Fri, 20 Jan 2023US$408.2bUS$339.1bUS$26.7b12.9x15.3x1.2x
Sun, 18 Dec 2022US$370.1bUS$339.1bUS$26.8b12.1x13.8x1.1x
Tue, 15 Nov 2022US$393.3bUS$338.9bUS$26.8b12x14.7x1.2x
Thu, 13 Oct 2022US$347.9bUS$338.3bUS$36.4b10.4x9.5x1x
Price to Earnings Ratio

9.5x


Total Market Cap: US$347.9bTotal Earnings: US$36.4bTotal Revenue: US$338.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 19.4x202320242025
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 industry is trading at a PE ratio of 11.6x which is lower than its 3-year average PE of 19.4x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Media industry have declined 5.0% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Telecom industry?

US Market0.88%
Telecom-2.22%
Media-0.48%
Advertising0.61%
Cable and Satellite0.16%
Broadcasting-1.20%
Publishing-5.77%
Industry PE
  • Investors are most optimistic about the Advertising industry, which is trading close to its 3-year average PE ratio of 112x.
    • Analysts are expecting annual earnings growth of 24.7%, which is higher than its past year's earnings growth of 3.4% per year.
  • Investors are most pessimistic about the Cable and Satellite industry, which is trading below its 3-year average of 13.5x.
Forecasted Growth
  • Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings growth rate of 3.4% per year.
  • In contrast, the Cable and Satellite industry is expected to see its earnings decline by 7.2% 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
SATS EchoStarUS$77.124.7%
+US$998.4m		221.2%PS1.4x
TTD Trade DeskUS$51.553.8%
+US$933.9m		-53.9%PE60.4x
CHTR Charter CommunicationsUS$280.012.4%
+US$902.9m		-14.2%PE7.3x
LBRD.K Liberty BroadbandUS$64.532.6%
+US$235.3m		-17.2%PE8.5x
SIRI Sirius XM HoldingsUS$23.282.5%
+US$193.6m		2.4%PS0.9x

Latest News

PSKY
US$19.09
Paramount Skydance
7D
-2.1%
1Y
81.5%
SIRI
US$23.28
Sirius XM Holdings
7D
2.5%
1Y
2.4%

Expanding In-Car Digital Subscriptions Will Fuel Future Audio Success

Analysts have adjusted their price targets for Sirius XM Holdings, with recent updates ranging from a reduction of $1 to $20 to an increase of $1 to $23. These changes reflect mixed expectations driven by improving free cash flow as well as ongoing challenges in subscriber growth and advertising.
NYT
US$55.63
New York Times
7D
-3.0%
1Y
2.0%
NXST
US$200.94
Nexstar Media Group
7D
1.4%
1Y
22.9%
CMCSA
US$30.90
Comcast
7D
-1.9%
1Y
-23.8%
ATUS
US$2.50
Altice USA
7D
5.9%
1Y
4.6%
MGNI
US$20.30
Magnite
7D
-8.9%
1Y
68.3%
SATS
US$77.12
EchoStar
7D
4.7%
1Y
221.2%
TTD
US$51.55
Trade Desk
7D
3.8%
1Y
-53.9%
NIQ
US$14.78
NIQ Global Intelligence
7D
-6.7%
1Y
n/a
CHTR
US$280.01
Charter Communications
7D
2.4%
1Y
-14.2%

Charter Communications: Why The Moat Still Holds

Sep 28
FOXA
US$61.96
Fox
7D
-1.5%
1Y
48.9%

Shifting Consumer Trends Will Undermine Legacy TV Appeal

Fox’s price target was modestly raised to $61.64 as strong live sports advertising, improved free cash flow projections, governance clarity following the Murdoch Family Trust resolution, and an expanded $5B buyback authorization enhanced analyst confidence. Analyst Commentary Bullish analysts cite steady ratings strength and advertising momentum for live sports content, supporting a positive outlook on Fox.
DV
US$11.28
DoubleVerify Holdings
7D
-7.0%
1Y
-32.9%

DoubleVerify Holdings, Inc.'s (NYSE:DV) 26% Cheaper Price Remains In Tune With Earnings

Sep 24
DoubleVerify Holdings, Inc.'s (NYSE:DV) 26% Cheaper Price Remains In Tune With Earnings
OMC
US$77.61
Omnicom Group
7D
0.7%
1Y
-23.6%

Integration And Advanced AI Will Shape Global Marketing Services

Omnicom Group’s analyst price target has seen a modest upward revision to $97.44, though sentiment remains cautious due to macroeconomic uncertainty, prolonged weak organic growth, and anticipated industry disruption from AI, highlighting a challenging near-term outlook. Analyst Commentary Bearish analysts are lowering price targets due to increasing macroeconomic uncertainty impacting ad agency outlooks, as highlighted by reduced guidance from sector peers.
NWSA
US$28.38
News
7D
-8.5%
1Y
9.2%
LBRD.K
US$64.53
Liberty Broadband
7D
2.6%
1Y
-17.2%

Fiber Infrastructure Upgrades Will Improve Connectivity Despite Integration Risks

The consensus price target for Liberty Broadband has declined, primarily reflecting a lower future P/E multiple, resulting in a revised fair value of $99. What's in the News Liberty Broadband completed the repurchase of 58,804,650 shares (34.17%) for $8,115.32 million under its ongoing buyback program; no shares were repurchased from April 1 to June 30, 2025.