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U.S. Media Industry Analysis

UpdatedOct 24, 2025
DataAggregated Company Financials
Companies129
  • 7D0.4%
  • 3M-7.1%
  • 1Y-18.6%
  • YTD-17.1%

Last week, the Media industry hasn't moved much but Trade Desk is up 4.0% in that time. As for the longer term, the industry has declined 18% in the last year. Looking forward, earnings are forecast to grow by 4.6% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 25 Oct 2025US$343.8bUS$330.6bUS$31.1b19.7x11x1x
Mon, 22 Sep 2025US$359.4bUS$330.6bUS$31.2b20.7x11.5x1.1x
Wed, 20 Aug 2025US$345.2bUS$330.6bUS$31.2b20.5x11.1x1x
Fri, 18 Jul 2025US$376.9bUS$331.8bUS$19.0b17.8x19.9x1.1x
Sun, 15 Jun 2025US$364.2bUS$331.7bUS$19.5b16x18.6x1.1x
Tue, 13 May 2025US$368.2bUS$330.7bUS$19.6b15.9x18.8x1.1x
Thu, 10 Apr 2025US$326.1bUS$334.3bUS$20.4b14.7x16x1x
Sat, 08 Mar 2025US$375.4bUS$334.2bUS$20.0b15.2x18.8x1.1x
Mon, 03 Feb 2025US$386.3bUS$330.7bUS$16.8b13.5x23x1.2x
Wed, 01 Jan 2025US$396.9bUS$329.9bUS$15.2b13.6x26.1x1.2x
Fri, 29 Nov 2024US$438.7bUS$330.0bUS$15.2b15.5x28.8x1.3x
Sun, 27 Oct 2024US$407.5bUS$318.6bUS$16.4b13.4x24.8x1.3x
Tue, 24 Sep 2024US$392.8bUS$318.4bUS$16.6b13.9x23.6x1.2x
Thu, 22 Aug 2024US$396.6bUS$327.3bUS$17.5b12.9x22.6x1.2x
Sat, 20 Jul 2024US$392.0bUS$329.3bUS$23.2b13.6x16.9x1.2x
Mon, 17 Jun 2024US$365.5bUS$329.3bUS$23.2b11.7x15.8x1.1x
Wed, 15 May 2024US$376.8bUS$329.4bUS$23.1b12.1x16.3x1.1x
Fri, 12 Apr 2024US$366.1bUS$330.5bUS$21.6b13.9x17x1.1x
Sun, 10 Mar 2024US$383.0bUS$330.7bUS$21.4b15.8x17.9x1.2x
Tue, 06 Feb 2024US$392.3bUS$317.0bUS$22.1b13.5x17.7x1.2x
Thu, 04 Jan 2024US$408.4bUS$332.3bUS$23.2b13x17.6x1.2x
Sat, 02 Dec 2023US$398.9bUS$332.8bUS$23.2b12.7x17.2x1.2x
Mon, 30 Oct 2023US$372.4bUS$334.6bUS$24.4b11.6x15.3x1.1x
Wed, 27 Sep 2023US$415.8bUS$334.2bUS$15.6b15.4x26.6x1.2x
Fri, 25 Aug 2023US$426.0bUS$334.3bUS$15.7b14.4x27.1x1.3x
Sun, 23 Jul 2023US$430.8bUS$334.8bUS$17.4b14.6x24.7x1.3x
Tue, 20 Jun 2023US$408.3bUS$334.8bUS$17.3b14.7x23.5x1.2x
Thu, 18 May 2023US$393.3bUS$334.7bUS$17.3b14.2x22.7x1.2x
Sat, 15 Apr 2023US$397.3bUS$341.5bUS$22.6b14.5x17.6x1.2x
Mon, 13 Mar 2023US$373.9bUS$341.3bUS$22.6b13.9x16.5x1.1x
Wed, 08 Feb 2023US$430.2bUS$340.2bUS$26.2b12.7x16.4x1.3x
Fri, 06 Jan 2023US$396.6bUS$339.1bUS$26.7b12.2x14.8x1.2x
Sun, 04 Dec 2022US$408.8bUS$339.0bUS$26.8b11.8x15.3x1.2x
Tue, 01 Nov 2022US$377.6bUS$338.2bUS$27.7b11.3x13.6x1.1x
Price to Earnings Ratio

13.6x


Total Market Cap: US$377.6bTotal Earnings: US$27.7bTotal Revenue: US$338.2bTotal 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 11.0x which is lower than its 3-year average PE of 19.4x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Media industry have grown 3.9% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

US Market1.93%
Telecom0.86%
Media0.37%
Advertising3.37%
Publishing1.32%
Broadcasting1.00%
Cable and Satellite-1.15%
Industry PE
  • Investors are most optimistic about the Advertising industry which is trading above its 3-year average PE ratio of 113x.
    • Analysts are expecting annual earnings growth of 23.3%, which is higher than its past year's earnings growth of 4.8% per year.
  • Investors are most pessimistic about the Cable and Satellite industry, which is trading below its 3-year average of 13.4x.
Forecasted Growth
  • Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings growth rate of 4.8% per year.
  • In contrast, the Cable and Satellite industry is expected to see its earnings decline by 7.7% 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$52.004.0%
+US$987.7m		-56.5%PE60.9x
FOXA FoxUS$59.382.3%
+US$584.4m		42.4%PE11.7x
SATS EchoStarUS$74.122.4%
+US$500.6m		194.9%PS1.4x
MGNI MagniteUS$19.9411.5%
+US$293.3m		59.9%PE65.8x
MNTN MNTNUS$18.4722.9%
+US$249.8m		n/aPS5.2x

Latest News

CHTR
US$244.20
Charter Communications
7D
-3.5%
1Y
-27.3%

Analysts Maintain Neutral Outlook on Charter Communications Amid Profit Gains and Sector Pressures

Analysts have maintained their price target for Charter Communications at $373.60. They note a neutral stance amid stable fair value metrics, stronger profit margins, and ongoing competitive pressures in the cable sector.
EEX
US$4.70
Emerald Holding
7D
-2.9%
1Y
1.7%
OMC
US$79.00
Omnicom Group
7D
1.9%
1Y
-21.4%
CMCSA
US$29.28
Comcast
7D
-0.9%
1Y
-29.7%
NEXN
US$8.58
Nexxen International
7D
-2.9%
1Y
-4.0%

Analysts Hold Nexxen International Target as Market Visibility and Digital Growth Drive Mixed Outlook

Analysts have maintained Nexxen International’s price target at $16.14 per share, citing stable fundamentals. The company continues to benefit from growing connected TV advertising trends and increased market visibility.
FOXA
US$59.38
Fox
7D
2.3%
1Y
42.4%

Shifting Consumer Trends Will Undermine Legacy TV Appeal

Fox’s analyst price target was recently increased from $62 to $68 per share. Analysts cite robust advertising momentum, consistent live sports ratings strength, and improved governance visibility as key drivers behind the upward revision.
DV
US$12.13
DoubleVerify Holdings
7D
11.4%
1Y
-30.1%
PSKY
US$16.72
Paramount Skydance
7D
-0.3%
1Y
62.8%
IPG
US$27.06
Interpublic Group of Companies
7D
2.5%
1Y
-9.2%

AI Integration And Global Expansion Will Unlock Value

Analysts have slightly raised their fair value target for Interpublic Group of Companies from $33.14 to $33.20 per share, citing ongoing cost-saving efforts and sustainable sector growth as key supporting factors. Analyst Commentary Recent updates from market observers highlight both opportunities and concerns for Interpublic Group of Companies as it navigates sector dynamics and ongoing merger activity.
TTD
US$52.00
Trade Desk
7D
4.0%
1Y
-56.5%
MNTN
US$18.47
MNTN
7D
22.9%
1Y
n/a
MGNI
US$19.94
Magnite
7D
11.5%
1Y
59.9%
ATUS
US$2.18
Altice USA
7D
-9.2%
1Y
-14.2%
SATS
US$74.12
EchoStar
7D
2.4%
1Y
194.9%
LBRD.K
US$56.34
Liberty Broadband
7D
-3.5%
1Y
-31.2%

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.
NMAX
US$10.82
Newsmax
7D
-2.5%
1Y
n/a