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U.S. Media Industry Analysis

UpdatedApr 27, 2026
DataAggregated Company Financials
Companies125
  • 7D-8.3%
  • 3M-4.6%
  • 1Y-6.3%
  • YTD-7.0%

Over the last 7 days, the Media industry has dropped 7.2%, driven by a pullback from Charter Communications of 24%. On the other hand Trade Desk is actually up 6.7%. The industry has fallen 6.1% in the last year. Earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 27 Apr 2026US$209.1bUS$202.3b-US$10,181,051,054.0114x-20.5x1x
Wed, 25 Mar 2026US$208.0bUS$203.1b-US$10,033,026,972.1815x-20.7x1x
Fri, 20 Feb 2026US$214.7bUS$205.3b-US$5,681,820,316.9514.8x-37.8x1x
Sun, 18 Jan 2026US$229.7bUS$206.3b-US$1,913,159,628.9114.4x-120.1x1.1x
Tue, 16 Dec 2025US$333.2bUS$324.0bUS$19.5b15.9x17.1x1x
Thu, 13 Nov 2025US$322.8bUS$328.6bUS$20.7b16.9x15.6x1x
Sat, 11 Oct 2025US$351.9bUS$330.4bUS$31.2b18.8x11.3x1.1x
Mon, 08 Sep 2025US$360.7bUS$330.6bUS$31.2b20.7x11.6x1.1x
Wed, 06 Aug 2025US$347.5bUS$332.3bUS$31.4b18.6x11.1x1x
Fri, 04 Jul 2025US$390.6bUS$331.6bUS$19.5b18.1x20x1.2x
Sun, 01 Jun 2025US$365.0bUS$330.9bUS$19.4b17.4x18.8x1.1x
Tue, 29 Apr 2025US$349.5bUS$334.1bUS$19.9b16.7x17.6x1x
Thu, 27 Mar 2025US$378.7bUS$334.2bUS$20.5b14.5x18.5x1.1x
Sat, 22 Feb 2025US$374.9bUS$331.9bUS$16.8b16.4x22.3x1.1x
Mon, 20 Jan 2025US$397.3bUS$329.9bUS$15.2b14x26.1x1.2x
Wed, 18 Dec 2024US$419.7bUS$329.9bUS$15.2b14.7x27.5x1.3x
Fri, 15 Nov 2024US$444.7bUS$330.0bUS$15.1b15.8x29.4x1.3x
Sun, 13 Oct 2024US$403.4bUS$318.4bUS$16.6b13.8x24.3x1.3x
Tue, 10 Sep 2024US$389.3bUS$327.2bUS$17.6b12.8x22.1x1.2x
Thu, 08 Aug 2024US$382.8bUS$328.5bUS$22.3b13.8x17.2x1.2x
Sat, 06 Jul 2024US$377.8bUS$329.1bUS$23.3b13.1x16.2x1.1x
Mon, 03 Jun 2024US$383.1bUS$329.4bUS$23.2b11.2x16.5x1.2x
Wed, 01 May 2024US$354.4bUS$330.0bUS$22.3b13.8x15.9x1.1x
Fri, 29 Mar 2024US$393.4bUS$330.6bUS$21.6b14.4x18.2x1.2x
Sun, 25 Feb 2024US$385.5bUS$319.8bUS$22.4b13.1x17.2x1.2x
Tue, 23 Jan 2024US$410.4bUS$332.3bUS$23.2b13.5x17.7x1.2x
Thu, 21 Dec 2023US$419.0bUS$332.7bUS$23.2b13x18.1x1.3x
Sat, 18 Nov 2023US$397.6bUS$332.7bUS$23.2b12.5x17.2x1.2x
Mon, 16 Oct 2023US$421.5bUS$334.1bUS$15.7b15.8x26.9x1.3x
Wed, 13 Sep 2023US$434.7bUS$334.3bUS$15.7b15.2x27.7x1.3x
Fri, 11 Aug 2023US$431.0bUS$325.4bUS$14.9b15.3x29x1.3x
Sun, 09 Jul 2023US$415.0bUS$334.8bUS$17.3b14.7x23.9x1.2x
Tue, 06 Jun 2023US$392.7bUS$334.8bUS$17.3b13.7x22.7x1.2x
Thu, 04 May 2023US$401.6bUS$334.6bUS$20.3b14.3x19.8x1.2x
Price to Earnings Ratio

19.8x


Total Market Cap: US$401.6bTotal Earnings: US$20.3bTotal Revenue: US$334.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 13.1x202420252026
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 1.0x.
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 Market0.33%
Telecom-0.41%
Media-8.30%
Publishing0.70%
Advertising-0.80%
Broadcasting-4.07%
Cable and Satellite-17.34%
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 19.2%, which is higher than its past year's earnings decline of 50.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Cable and Satellite industry, expecting annual earnings growth of 42% over the next 5 years.
  • This is better than its past earnings decline of 18% 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$23.976.7%
+US$705.1m		-55.6%PE25.4x
IHRT iHeartMediaUS$5.4232.2%
+US$206.1m		431.4%PS0.2x
NWSA NewsUS$26.200.9%
+US$118.2m		-2.7%PE32.7x
NYT New York TimesUS$80.890.7%
+US$89.1m		57.4%PE38.1x
TTGT TechTargetUS$5.6516.0%
+US$56.4m		-28.3%PS0.8x

Latest News

TJGC
US$1.63
TJGC Group
7D
41.7%
1Y
-78.7%
CHTR
US$180.13
Charter Communications
7D
-26.4%
1Y
-52.2%
TTGT
US$5.65
TechTarget
7D
16.0%
1Y
-28.3%

TTGT: Solid Q4 Execution Will Support Upside Despite Reduced Price Objective

Analysts have reduced their price target on TechTarget to $8 from $10, citing slightly lower long term revenue expectations and a pullback in comparable company valuation multiples following what they viewed as a solid Q4 update. Analyst Commentary Bullish Takeaways Bullish analysts point to what they describe as a solid Q4 as a sign that TechTarget is still executing against its current plan, even as they reset expectations for future years.
TTD
US$23.97
Trade Desk
7D
6.7%
1Y
-55.6%

The Trade Desk: Potential Value Trap, Pending FQ1 2026 And Competitive Clarity

Apr 25
IHRT
US$5.42
iHeartMedia
7D
32.2%
1Y
431.4%

Is It Time To Consider Buying iHeartMedia, Inc. (NASDAQ:IHRT)?

Apr 25
Is It Time To Consider Buying iHeartMedia, Inc. (NASDAQ:IHRT)?
VSNT
US$38.74
Versant Media Group
7D
-5.2%
1Y
n/a
FOXA
US$62.85
Fox
7D
-3.4%
1Y
27.4%

FOXA: World Cup And Election Advertising Will Offset Higher NFL Rights Costs

Analysts have trimmed their aggregate price target on Fox, with several recent cuts from BofA, Wells Fargo, Goldman Sachs and Barclays. These changes reflect higher perceived risk around upcoming NFL rights costs and mixed views on advertising and sports betting upside.
SIRI
US$26.61
Sirius XM Holdings
7D
-2.2%
1Y
22.2%
NWSA
US$26.20
News
7D
0.9%
1Y
-2.7%
ADV
US$33.39
Advantage Solutions
7D
8.8%
1Y
0.4%

ADV: Reverse Split Plan Will Set Stage For Repricing Upside

Analysts have lifted their price target for Advantage Solutions to $37.50 from $1.50, citing updated assumptions around fair value, revenue growth, profit margins, and future P/E. Together, these factors point to a meaningfully different risk and return profile for the stock.
PSKY
US$10.97
Paramount Skydance
7D
-6.6%
1Y
-6.5%
OMC
US$75.74
Omnicom Group
7D
-3.5%
1Y
0.4%

OMC: Programmatic Fee Audit And Media Reviews Will Support Future EPS Upside

Analysts have modestly lifted their average price target on Omnicom Group by a few dollars, citing recent audit findings on programmatic buying and a series of price target increases from firms that view the company’s latest results and media review activity as supportive of its current positioning. Analyst Commentary Recent research on Omnicom Group highlights a mix of optimism around its media audit outcomes and higher valuation targets, alongside a more cautious camp that is focused on execution risk and potential limits to upside.
SATS
US$117.50
EchoStar
7D
-13.0%
1Y
418.1%

SATS: Index Reclassification And Buybacks Will Frame Future Risk Reward Balance

Analysts have revised their EchoStar price target from $158.00 to $147.00 as updated assumptions for revenue trends, profitability, discount rate, and future P/E reshape their outlook on the stock's risk and earnings profile. What's in the News EchoStar was added to the S&P 500, shifting its benchmark exposure toward a larger cap index and potentially changing how some index and benchmark-aware investors gain exposure to the stock (Key Developments).
NYT
US$80.89
New York Times
7D
0.7%
1Y
57.4%

NYT: Future Earnings Power Seen Supported By Advertising Partnership And Buybacks

Analysts have raised New York Times' fair value estimate from $81.00 to $92.17, reflecting updated views on revenue growth assumptions, profit margin expectations, and a higher future P/E multiple following a series of recent price target increases across the Street. Analyst Commentary Recent Street research has tilted constructive on New York Times, with several bullish analysts lifting price targets and aligning with a higher fair value framework.
EEX
US$4.95
Emerald Holding
7D
2.7%
1Y
26.9%
LBRD.K
US$41.94
Liberty Broadband
7D
-24.1%
1Y
-51.4%