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U.S. Media Industry Analysis

UpdatedMar 11, 2026
DataAggregated Company Financials
Companies122
  • 7D-2.6%
  • 3M-6.0%
  • 1Y-6.7%
  • YTD-6.3%

Over the last 7 days, the Media industry has dropped 2.6%, driven by pullbacks in EchoStar and Paramount Skydance of 7.2% and 17%, respectively. On the other hand Trade Desk is actually up 11%. However, the industry is down 6.7% over the past year. As for the next few years, earnings are expected to grow by 29% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Tue, 23 May 2023US$399.7bUS$334.7bUS$17.3b13.9x23.1x1.2x
Thu, 20 Apr 2023US$399.3bUS$341.5bUS$22.7b14.6x17.6x1.2x
Sat, 18 Mar 2023US$386.3bUS$341.5bUS$22.6b13.8x17.1x1.1x
Price to Earnings Ratio

17.1x


Total Market Cap: US$386.3bTotal Earnings: US$22.6bTotal Revenue: US$341.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 14.7x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Media industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
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 16% per year, which is driving profits down.

Industry Trends

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

US Market-0.62%
Telecom0.076%
Media-2.64%
Publishing0.29%
Advertising0.21%
Broadcasting-4.09%
Cable and Satellite-4.63%
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 20.9%, which is higher than its past year's earnings decline of 75.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Cable and Satellite industry, expecting annual earnings growth of 37% over the next 5 years.
  • This is better than its past earnings decline of 17% per year.
  • In contrast, the Publishing industry is expected to see its earnings grow by 15% 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
TTD Trade DeskUS$27.6610.6%
+US$1.3b		-53.0%PE29.7x
VSNT Versant Media GroupUS$38.306.3%
+US$328.7m		n/aPE5.9x
WLY John Wiley & SonsUS$36.5820.1%
+US$277.0m		-17.0%PE12.2x
STGW StagwellUS$6.2320.3%
+US$265.6m		4.5%PE54.2x
NWSA NewsUS$24.240.9%
+US$106.6m		-9.5%PE30.5x

Latest News

FOXA
US$57.71
Fox
7D
-1.2%
1Y
10.3%
STGW
US$6.23
Stagwell
7D
20.3%
1Y
4.5%
MNTN
US$10.48
MNTN
7D
5.5%
1Y
n/a
TTD
US$27.66
Trade Desk
7D
10.6%
1Y
-53.0%
PSKY
US$9.94
Paramount Skydance
7D
-17.5%
1Y
-14.2%
ADV
US$0.75
Advantage Solutions
7D
31.3%
1Y
-55.6%

ADV: Reverse Split Plan Will Set Stage For Nasdaq Compliance

Analysts have reduced their price target on Advantage Solutions to $1.50 from $4.00, citing updated assumptions that now point to a higher discount rate, a significant change in revenue growth expectations, a slightly lower profit margin outlook, and a lower future P/E multiple. What's in the News Issued earnings guidance for 2026, with revenues expected to be flat to up low single digits, giving investors a preliminary view of management’s outlook for the business (Company guidance).
SATS
US$112.18
EchoStar
7D
-1.6%
1Y
325.9%

EchoStar's 43.91 fair value will redefine its market position

Why EchoStar (SATS) Finally Grabbed My Attention I first stumbled onto EchoStar (SATS) back in late 2025. Funnily enough, I wasn't even looking at them; I was deep in the weeds researching a Chinese firm called Xinwei Communication.
OMC
US$80.06
Omnicom Group
7D
-6.7%
1Y
0.06%

OMC: AI Partnerships And Execution Will Support Upside Within Revised Risk Framework

Our Omnicom Group narrative fair value estimate has been revised from $120 to $117, reflecting analysts' updated price targets in the $82 to $115 range and their mixed but generally steady read on recent Q4 results and outlook assumptions. Analyst Commentary Recent Street research on Omnicom reflects a mixed but generally constructive tone, with bullish analysts lifting price targets into a wide range that aligns with solid execution and a steady read on Q4 results.
NYT
US$78.23
New York Times
7D
-3.6%
1Y
63.3%
WLY
US$36.58
John Wiley & Sons
7D
20.1%
1Y
-17.0%

WLY: Content Partnerships And Journal Expansion Will Support Future Upside Potential

Analysts have raised their fair value estimate for John Wiley & Sons from $60 to $66, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E as key drivers of the higher price target. What's in the News Wiley partnered with OpenEvidence to license a broad portfolio of scientific and medical content, including the Cochrane Database of Systematic Reviews, Cochrane Clinical Answers, and more than 400 journals and books across major medical specialties, for use within OpenEvidence’s point of care platform (Key Developments).
LBRD.K
US$52.21
Liberty Broadband
7D
-3.4%
1Y
-35.0%
NWSA
US$24.24
News
7D
0.9%
1Y
-9.5%

NWSA: AI Licensing Deal And Buybacks Will Support Future Upside

Narrative update on analyst price target The analyst price target for News Corp has been trimmed by $1, reflecting slightly higher assumed discount rates and a marginally higher future P/E multiple as analysts reassess the stock after recent price target cuts from major firms. Analyst Commentary Recent research updates have focused on fine tuning valuation assumptions for News Corp, with price targets trimmed rather than completely reset.
NEXN
US$7.41
Nexxen International
7D
14.9%
1Y
-10.0%

NEXN: Integrated Ad Stack And Buybacks Will Support DSP Reset Upside

The analyst price target for Nexxen International has been adjusted to reflect a tighter fair value range, with recent Street updates shifting targets between $10 and $16 as analysts weigh mixed Q4 results against updated guidance through FY26, along with expectations for improving margins and P/E assumptions. Analyst Commentary Street research on Nexxen International is mixed, with price targets now clustered between US$10 and US$16 as analysts balance softer Q4 metrics against guidance through FY26 and updated P/E assumptions.
NIQ
US$11.92
NIQ Global Intelligence
7D
-8.1%
1Y
n/a
CHTR
US$224.36
Charter Communications
7D
-3.3%
1Y
-35.9%

CHTR: Future Returns Will Rely On Broadband Execution Despite Split Street Views

Narrative Update on Charter Communications The analyst price target on Charter Communications has moved by a net $26, as analysts balance recent target increases from TD Cowen, Benchmark, and Wells Fargo against reductions from Goldman Sachs and Bernstein. They are tying their updates to revised views on revenue growth, profit margins, and forward P/E assumptions.
VSNT
US$38.30
Versant Media Group
7D
6.3%
1Y
n/a