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

U.S. Media Industry Analysis

UpdatedJun 29, 2026
DataAggregated Company Financials
Companies122
  • 7D-1.2%
  • 3M-10.5%
  • 1Y-24.5%
  • YTD-18.6%

Over the last 7 days, the Media industry has dropped 1.2%, driven by EchoStar declining 8.6%. In contrast, Charter Communications has gained 6.5%. Overall the industry is down 25% in 12 months. Looking forward, earnings are forecast to grow by 33% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 29 Jun 2026US$182.6bUS$204.4b-US$9,502,435,092.6425.1x-19.2x0.9x
Wed, 27 May 2026US$202.1bUS$205.2b-US$9,565,366,758.3224.7x-21.1x1x
Fri, 24 Apr 2026US$226.2bUS$202.4b-US$10,140,699,759.3914.5x-22.3x1.1x
Sun, 22 Mar 2026US$206.6bUS$203.1b-US$10,162,061,287.0617.6x-20.3x1x
Tue, 17 Feb 2026US$211.6bUS$205.3b-US$5,684,841,357.2314.6x-37.2x1x
Thu, 15 Jan 2026US$232.2bUS$206.3b-US$1,911,497,393.1914.7x-121.5x1.1x
Sat, 13 Dec 2025US$336.7bUS$324.0bUS$19.5b16x17.2x1x
Mon, 10 Nov 2025US$321.1bUS$328.9bUS$21.0b16.6x15.3x1x
Wed, 08 Oct 2025US$363.3bUS$330.4bUS$31.2b19.8x11.6x1.1x
Fri, 05 Sep 2025US$358.9bUS$330.6bUS$31.2b20.6x11.5x1.1x
Sun, 03 Aug 2025US$344.7bUS$332.0bUS$31.0b18.1x11.1x1x
Tue, 01 Jul 2025US$379.7bUS$331.6bUS$19.5b17.8x19.4x1.1x
Thu, 29 May 2025US$377.5bUS$330.9bUS$19.5b17.6x19.4x1.1x
Sat, 26 Apr 2025US$339.2bUS$334.1bUS$19.8b17x17.2x1x
Mon, 24 Mar 2025US$372.2bUS$334.2bUS$20.5b14.3x18.1x1.1x
Wed, 19 Feb 2025US$378.3bUS$331.7bUS$16.8b14.9x22.5x1.1x
Fri, 17 Jan 2025US$393.6bUS$329.9bUS$15.2b14.2x25.9x1.2x
Sun, 15 Dec 2024US$424.5bUS$329.7bUS$15.3b15x27.7x1.3x
Tue, 12 Nov 2024US$443.2bUS$330.2bUS$15.1b14.3x29.3x1.3x
Thu, 10 Oct 2024US$399.7bUS$318.4bUS$16.6b13.3x24.1x1.3x
Sat, 07 Sep 2024US$390.3bUS$327.3bUS$17.6b12.9x22.1x1.2x
Mon, 05 Aug 2024US$390.0bUS$328.4bUS$22.8b13.6x17.1x1.2x
Wed, 03 Jul 2024US$373.6bUS$329.1bUS$23.3b13.3x16x1.1x
Fri, 31 May 2024US$375.9bUS$329.4bUS$23.2b11.2x16.2x1.1x
Sun, 28 Apr 2024US$357.3bUS$329.6bUS$21.7b14x16.4x1.1x
Tue, 26 Mar 2024US$387.5bUS$330.7bUS$21.6b15.7x17.9x1.2x
Thu, 22 Feb 2024US$383.5bUS$318.6bUS$22.7b12.8x16.9x1.2x
Sat, 20 Jan 2024US$403.1bUS$332.3bUS$23.2b13.3x17.4x1.2x
Mon, 18 Dec 2023US$414.4bUS$332.7bUS$23.2b13.5x17.9x1.2x
Wed, 15 Nov 2023US$388.0bUS$334.0bUS$22.8b11.8x17x1.2x
Fri, 13 Oct 2023US$427.3bUS$334.1bUS$15.7b15.9x27.3x1.3x
Sun, 10 Sep 2023US$420.6bUS$334.3bUS$15.7b15x26.8x1.3x
Tue, 08 Aug 2023US$441.3bUS$335.3bUS$16.9b15.4x26.1x1.3x
Thu, 06 Jul 2023US$414.5bUS$334.8bUS$17.3b14.7x23.9x1.2x
Price to Earnings Ratio

23.9x


Total Market Cap: US$414.5bTotal Earnings: US$17.3bTotal Revenue: US$334.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 10.6x202420252026
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 1.1x is higher than the industry's current PS ratio of 0.89x.
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-2.52%
Telecom-8.43%
Media-1.20%
Advertising2.45%
Publishing-0.22%
Broadcasting-2.42%
Cable and Satellite-3.34%
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 27.2%, 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 46% 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 13% 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$133.646.5%
+US$996.2m		-67.3%PE3.3x
NWSA NewsUS$25.413.3%
+US$426.0m		-14.5%PE30.9x
LFTO Liftoff MobileUS$27.399.9%
+US$419.1m		n/aPE325x
LBRD.K Liberty BroadbandUS$31.336.6%
+US$277.0m		-68.2%PB0.8x
EVC Entravision CommunicationsUS$12.0321.9%
+US$198.8m		418.5%PS2x

Latest News

EVC
US$12.03
Entravision Communications
7D
21.9%
1Y
418.5%
NWSA
US$25.41
News
7D
3.3%
1Y
-14.5%
VSNT
US$36.14
Versant Media Group
7D
-6.2%
1Y
n/a
LBRD.K
US$31.33
Liberty Broadband
7D
6.6%
1Y
-68.2%
ECHO
US$97.30
EchoStar
7D
-8.6%
1Y
251.3%
FOXA
US$50.10
Fox
7D
-4.1%
1Y
-11.8%
PSKY
US$9.64
Paramount Skydance
7D
-2.5%
1Y
-25.3%
Narrative Update • Jun 26

PSKY: Warner Deal And Regulatory Risks Will Pressure Future Earnings Multiple

Analysts have trimmed their fair value estimate for Paramount Skydance from $12.00 to $7.00 as they reset price targets following recent revisions to the discount rate, profit margin assumptions, and future P/E expectations. Analyst Commentary Recent Street research on Paramount Skydance points to a more cautious tone, with several bearish analysts resetting assumptions around valuation and execution.
GDC
US$2.98
GD Culture Group
7D
-34.3%
1Y
-99.7%
OPTU
US$1.66
Optimum Communications
7D
32.8%
1Y
-22.4%
Seeking Alpha • Jun 24

Optimum Communications: The Tender Rally Does Not Fix The Debt Problem

Summary Optimum Communications (OPTU) is a highly leveraged equity stub with strong margins but declining revenue and earnings. OPTU's tender offer at $2.50/share provides a near-term trading catalyst, but restructuring risk remains elevated. Enterprise-value metrics reveal OPTU is not cheap relative to peers, despite low price-to-sales ratios. I maintain a Hold rating with a negative bias due to persistent subscriber losses, ARPU pressure, and extreme leverage. Read the full article on Seeking Alpha
CHTR
US$133.64
Charter Communications
7D
6.5%
1Y
-67.3%
Seeking Alpha • Jun 23

Charter Communications Is A Buy With Big Accelating Buybacks In 2026

Summary Charter Communications executed $963M in share buybacks in Q1 2026, repurchasing ~4% of its market cap. CHTR agreed to repurchase $100M of its own stock monthly from Liberty Broadband until their merger closes. This means that Charter will also by stock on the open market. Shares are trading at multi-year lows, enabling aggressive buybacks amid a significant sell-off after broadband subscriber losses and other causes for concern. Buybacks in 2026 may reduce the number of CHTR shares by as much as 20%. This would support a reversal higher when the Charter merger with Cox gets approved. Read the full article on Seeking Alpha
NIQ
US$8.63
NIQ Global Intelligence
7D
7.6%
1Y
n/a
NYT
US$70.88
New York Times
7D
-1.7%
1Y
26.6%
Analysis Article • Jun 20

New York Times (NYT) Stock Could Be 13% Undervalued On Its Digital Subscription Story

New York Times (NYT) has been busy reshaping its business around digital growth, from expanding The Athletic and rolling out new content verticals to refining subscription products to keep readers engaged across more formats. See our latest analysis for New York Times. Against this backdrop of dividend affirmations and digital product launches, New York Times’ share price has cooled, with a 90 day share price return down 9.77%, even as the 1 year total shareholder return of 35.67% and 3 year...
MGNI
US$18.73
Magnite
7D
7.3%
1Y
-22.3%
Seeking Alpha • Jun 19

Magnite: CTV Momentum Should Continue To Translate Into Higher Value

Summary Magnite delivered strong Q1 results, with CTV contribution ex-TAC up 30% YoY and now over 50% of total contribution. I remain bullish and reiterate my buy rating, citing positive sentiment, robust CTV growth, and improved profitability metrics including a 27% adj. EBITDA margin. MGNI paid down $205M in senior notes, reducing net leverage to 0.7x and aligning with management’s target of less than 1x. Short-term catalysts like the FIFA World Cup and live sports should further accelerate CTV momentum, while DV+ remains a structural headwind. Read the full article on Seeking Alpha
LFTO
US$27.39
Liftoff Mobile
7D
9.9%
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
AHMA
US$1.71
Ambitions Enterprise Management
7D
-27.8%
1Y
n/a
TC
US$7.76
Token Cat
7D
-13.8%
1Y
-50.8%