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

U.S. Media Industry Analysis

UpdatedJun 03, 2026
DataAggregated Company Financials
Companies124
  • 7D0.3%
  • 3M-6.6%
  • 1Y-15.2%
  • YTD-10.0%

Last week, the Media industry hasn't moved much but Paramount Skydance is up 4.0% in that time. As for the longer term, the industry has declined 15% in the last year. Looking forward, earnings are forecast to grow by 35% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 04 Jun 2026US$206.8bUS$204.5b-US$9,588,709,311.1322.7x-21.6x1x
Sat, 02 May 2026US$208.8bUS$205.7b-US$10,168,772,546.8714.3x-20.5x1x
Mon, 30 Mar 2026US$205.5bUS$202.7b-US$9,874,022,606.2214.2x-20.8x1x
Wed, 25 Feb 2026US$210.2bUS$206.5b-US$7,073,870,008.6714.1x-29.7x1x
Fri, 23 Jan 2026US$228.2bUS$206.3b-US$1,913,146,409.3714.5x-119.3x1.1x
Sun, 21 Dec 2025US$347.2bUS$324.0bUS$19.5b16x17.8x1.1x
Tue, 18 Nov 2025US$319.5bUS$332.7bUS$20.1b16.1x15.9x1x
Thu, 16 Oct 2025US$348.7bUS$330.4bUS$31.2b19.2x11.2x1.1x
Sat, 13 Sep 2025US$358.9bUS$330.6bUS$31.2b20.2x11.5x1.1x
Mon, 11 Aug 2025US$326.3bUS$330.5bUS$31.6b20.7x10.3x1x
Wed, 09 Jul 2025US$386.7bUS$331.6bUS$19.5b18x19.8x1.2x
Fri, 06 Jun 2025US$369.6bUS$331.6bUS$19.5b17x19x1.1x
Sun, 04 May 2025US$355.6bUS$334.0bUS$19.9b14.8x17.8x1.1x
Tue, 01 Apr 2025US$370.6bUS$334.2bUS$20.5b14.5x18.1x1.1x
Thu, 27 Feb 2025US$375.0bUS$332.0bUS$16.8b15.4x22.3x1.1x
Sat, 25 Jan 2025US$402.1bUS$329.9bUS$15.2b14.1x26.5x1.2x
Mon, 23 Dec 2024US$406.2bUS$329.9bUS$15.2b14.1x26.7x1.2x
Wed, 20 Nov 2024US$429.2bUS$330.0bUS$15.2b14.4x28.2x1.3x
Fri, 18 Oct 2024US$410.3bUS$318.7bUS$16.6b14.1x24.7x1.3x
Sun, 15 Sep 2024US$389.4bUS$318.3bUS$16.7b13.5x23.4x1.2x
Tue, 13 Aug 2024US$391.8bUS$327.3bUS$17.5b14.2x22.3x1.2x
Thu, 11 Jul 2024US$375.1bUS$329.1bUS$23.3b12x16.1x1.1x
Sat, 08 Jun 2024US$377.9bUS$329.4bUS$23.2b10.7x16.3x1.1x
Mon, 06 May 2024US$369.0bUS$330.4bUS$22.2b12.3x16.6x1.1x
Wed, 03 Apr 2024US$386.1bUS$330.5bUS$21.6b14.2x17.9x1.2x
Fri, 01 Mar 2024US$384.2bUS$318.7bUS$21.7b16.4x17.7x1.2x
Sun, 28 Jan 2024US$423.9bUS$333.0bUS$23.4b14x18.1x1.3x
Tue, 26 Dec 2023US$412.7bUS$332.3bUS$23.1b13.4x17.9x1.2x
Thu, 23 Nov 2023US$402.1bUS$332.8bUS$23.2b12.4x17.3x1.2x
Sat, 21 Oct 2023US$409.6bUS$334.3bUS$15.7b14.7x26.1x1.2x
Mon, 18 Sep 2023US$434.6bUS$334.3bUS$15.7b14.9x27.7x1.3x
Wed, 16 Aug 2023US$440.1bUS$334.2bUS$15.7b16.1x28x1.3x
Fri, 14 Jul 2023US$431.7bUS$334.8bUS$17.3b14.9x24.9x1.3x
Sun, 11 Jun 2023US$400.8bUS$334.8bUS$17.3b14.5x23.1x1.2x
Price to Earnings Ratio

23.1x


Total Market Cap: US$400.8bTotal Earnings: US$17.3bTotal Revenue: US$334.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 11.6x202420252026
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 1.2x 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 Market1.22%
Telecom-4.64%
Media0.32%
Broadcasting1.64%
Advertising1.21%
Publishing0.91%
Cable and Satellite-1.26%
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 24.9%, 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 50% 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 14% 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
OPTU Optimum CommunicationsUS$1.0874.2%
+US$219.2m		-49.8%PS0.06x
MGNI MagniteUS$14.458.2%
+US$157.5m		-13.4%PE13x
NMAX NewsmaxUS$8.569.9%
+US$99.5m		-52.7%PS5.7x
DV DoubleVerify HoldingsUS$10.205.4%
+US$79.8m		-30.8%PE28.6x
MNTN MNTNUS$9.689.4%
+US$61.4m		-60.9%PE30.5x

Latest News

NYT
US$75.17
New York Times
7D
0.5%
1Y
34.6%
OMC
US$73.74
Omnicom Group
7D
-1.5%
1Y
3.6%
WLY
US$42.96
John Wiley & Sons
7D
2.7%
1Y
11.9%
TTD
US$20.56
Trade Desk
7D
-7.8%
1Y
-73.0%
Narrative Update • Jun 02

TTD: Take Rate Compression And Agency Audits Will Pressure Future Ad Platform Economics

Analysts have cut Trade Desk's implied fair value from $17.00 to about $11.44, pointing to lower assumed revenue growth, slimmer profit margins, a slightly higher discount rate, and a reduced future P/E expectation. This is in line with recent price target reductions and fresh Sell and downgrade calls focused on competitive pressure and take rate compression.
MGNI
US$14.45
Magnite
7D
8.2%
1Y
-13.4%
OPTU
US$1.08
Optimum Communications
7D
74.2%
1Y
-49.8%
Narrative Update • Jun 02

OPTU: Softer Bearish Views Will Eventually Support Margin Upside Potential

Analysts have trimmed the fair value estimate for Optimum Communications from $2.00 to about $1.96, reflecting lower price targets from several firms and ongoing concerns about debt leverage, upcoming maturities, and a still challenging cable environment, despite one recent upgrade to Neutral. Analyst Commentary Recent Street research on Optimum Communications points to a mixed backdrop, with several firms cutting price targets and expressing concern about leverage and upcoming debt maturities, while one firm has shifted to a more neutral stance after previously being negative.
CHTR
US$129.01
Charter Communications
7D
-12.3%
1Y
-66.8%
Narrative Update • Jun 02

CHTR: Rising Broadband Competition Will Pressure Subscriber Base And Future Earnings Multiple

Charter Communications' fair value estimate has been revised from $150 to $124 as analysts factor in lower price targets across the Street, slightly weaker revenue growth expectations, a higher discount rate, and a lower assumed future P/E, partly offset by modestly stronger profit margin assumptions. Analyst Commentary Recent Street research around Charter has tilted cautious, with several bearish analysts cutting price targets and pointing to execution and growth risks.
MNTN
US$9.68
MNTN
7D
9.4%
1Y
-60.9%
FOXA
US$64.28
Fox
7D
-1.8%
1Y
19.0%
Narrative Update • Jun 01

FOXA: Live Events And Streaming Momentum Will Support Higher Earnings Power

Analysts have nudged their average price target for Fox higher, with the fair value estimate moving from about $71.00 to roughly $73.88, citing updated assumptions around revenue growth, profit margins, discount rates, and future P/E expectations. Analyst Commentary Recent research updates point to a cluster of higher price targets for Fox, with several firms lifting their fair value estimates by US$1 to US$9.
SIRI
US$28.08
Sirius XM Holdings
7D
-5.4%
1Y
28.9%
DV
US$10.20
DoubleVerify Holdings
7D
5.4%
1Y
-30.8%
Narrative Update • May 29

DV: Lower Revenue Outlook And Multiple Compression Will Pressure Shares

Analysts have reduced their price target on DoubleVerify Holdings by $0.47. This reflects updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions.
SATS
US$120.92
EchoStar
7D
-1.3%
1Y
646.4%
LBRD.K
US$30.16
Liberty Broadband
7D
-12.4%
1Y
-67.4%
NMAX
US$8.56
Newsmax
7D
9.9%
1Y
-52.7%
NCMI
US$3.57
National CineMedia
7D
17.4%
1Y
-29.3%
VSNT
US$40.21
Versant Media Group
7D
-7.4%
1Y
n/a