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U.S. Media Industry Analysis

UpdatedSep 21, 2025
DataAggregated Company Financials
Companies129
  • 7D-1.3%
  • 3M-4.4%
  • 1Y-11.9%
  • YTD-13.3%

Over the last 7 days, the Media industry has dropped 1.3%, driven by Comcast declining 4.4%. However, the industry is down 12% over the past year. Earnings are forecast to grow by 5.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 21 Sep 2025US$359.4bUS$330.6bUS$31.2b20.7x11.5x1.1x
Tue, 19 Aug 2025US$344.1bUS$330.6bUS$31.2b20.6x11x1x
Thu, 17 Jul 2025US$377.3bUS$331.8bUS$19.0b18.2x19.9x1.1x
Sat, 14 Jun 2025US$370.3bUS$331.7bUS$19.5b16x19x1.1x
Mon, 12 May 2025US$360.5bUS$329.8bUS$19.9b17.3x18.1x1.1x
Wed, 09 Apr 2025US$333.5bUS$334.3bUS$20.4b13.4x16.3x1x
Fri, 07 Mar 2025US$371.9bUS$335.1bUS$20.1b14.8x18.5x1.1x
Sun, 02 Feb 2025US$386.3bUS$330.7bUS$16.8b13.5x23x1.2x
Tue, 31 Dec 2024US$401.7bUS$329.9bUS$15.2b13.6x26.4x1.2x
Thu, 28 Nov 2024US$439.4bUS$330.0bUS$15.2b15.5x28.9x1.3x
Sat, 26 Oct 2024US$405.6bUS$318.6bUS$16.4b13.4x24.7x1.3x
Mon, 23 Sep 2024US$392.8bUS$318.4bUS$16.6b13.9x23.6x1.2x
Wed, 21 Aug 2024US$399.7bUS$327.3bUS$17.5b12.7x22.8x1.2x
Fri, 19 Jul 2024US$397.1bUS$329.3bUS$23.2b12.5x17.1x1.2x
Sun, 16 Jun 2024US$365.5bUS$329.3bUS$23.2b11.7x15.8x1.1x
Tue, 14 May 2024US$376.8bUS$329.4bUS$23.1b11.3x16.3x1.1x
Thu, 11 Apr 2024US$372.4bUS$330.5bUS$21.6b14x17.3x1.1x
Sat, 09 Mar 2024US$382.9bUS$330.7bUS$21.4b15.8x17.9x1.2x
Mon, 05 Feb 2024US$405.2bUS$333.1bUS$23.3b13.7x17.4x1.2x
Wed, 03 Jan 2024US$413.1bUS$332.3bUS$23.2b13.2x17.8x1.2x
Fri, 01 Dec 2023US$397.9bUS$332.8bUS$23.2b12.6x17.2x1.2x
Sun, 29 Oct 2023US$373.8bUS$334.6bUS$24.4b11.7x15.3x1.1x
Tue, 26 Sep 2023US$422.3bUS$334.2bUS$15.6b15.1x27x1.3x
Thu, 24 Aug 2023US$430.2bUS$334.3bUS$15.7b15.4x27.3x1.3x
Sat, 22 Jul 2023US$430.8bUS$334.8bUS$17.4b14.6x24.7x1.3x
Mon, 19 Jun 2023US$408.3bUS$334.8bUS$17.3b14.7x23.5x1.2x
Wed, 17 May 2023US$389.9bUS$334.7bUS$17.3b14.2x22.5x1.2x
Fri, 14 Apr 2023US$400.4bUS$341.5bUS$22.6b14.6x17.7x1.2x
Sun, 12 Mar 2023US$374.2bUS$341.3bUS$22.6b13.9x16.6x1.1x
Tue, 07 Feb 2023US$429.5bUS$340.2bUS$26.2b12.6x16.4x1.3x
Thu, 05 Jan 2023US$393.9bUS$339.1bUS$26.7b12.5x14.7x1.2x
Sat, 03 Dec 2022US$408.7bUS$339.0bUS$26.8b11.8x15.3x1.2x
Mon, 31 Oct 2022US$380.3bUS$338.2bUS$27.7b11.4x13.7x1.1x
Wed, 28 Sep 2022US$331.0bUS$336.9bUS$36.4b10.1x9.1x1x
Price to Earnings Ratio

9.1x


Total Market Cap: US$331.0bTotal Earnings: US$36.4bTotal Revenue: US$336.9bTotal 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 11.5x which is lower than its 3-year average PE of 19.4x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Media industry have declined 5.1% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

US Market1.49%
Telecom3.38%
Media-1.34%
Publishing2.02%
Broadcasting2.01%
Advertising-0.40%
Cable and Satellite-3.14%
Industry PE
  • Investors are most optimistic about the Advertising industry which is trading above its 3-year average PE ratio of 111x.
    • Analysts are expecting annual earnings growth of 26.1%, which is higher than its past year's earnings decline of 4.5% per year.
  • Investors are most pessimistic about the Cable and Satellite industry, which is trading below its 3-year average of 13.5x.
Forecasted Growth
  • Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings decline of 4.5% per year.
  • In contrast, the Cable and Satellite industry is expected to see its earnings decline by 7.2% 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
FOXA FoxUS$60.624.1%
+US$1.1b		50.8%PE11.9x
NWSA NewsUS$30.624.8%
+US$773.1m		16.2%PE35.9x
QMMM QMMM HoldingsUS$82.8411.6%
+US$493.1m		1,431.2%PS2525.8x
MGNI MagniteUS$25.928.6%
+US$291.9m		100.0%PE85.6x
PSKY Paramount SkydanceUS$18.920.7%
+US$142.5m		82.4%PS0.7x

Latest News

PSKY
US$18.92
Paramount Skydance
7D
0.7%
1Y
82.4%
OMC
US$75.01
Omnicom Group
7D
-2.8%
1Y
-26.7%

Integration And Advanced AI Will Shape Global Marketing Services

Omnicom Group’s analyst price target has seen a modest upward revision to $97.44, though sentiment remains cautious due to macroeconomic uncertainty, prolonged weak organic growth, and anticipated industry disruption from AI, highlighting a challenging near-term outlook. Analyst Commentary Bearish analysts are lowering price targets due to increasing macroeconomic uncertainty impacting ad agency outlooks, as highlighted by reduced guidance from sector peers.
YDKG
US$3.36
Yueda Digital Holding
7D
-30.6%
1Y
n/a
NIQ
US$17.06
NIQ Global Intelligence
7D
-6.4%
1Y
n/a
CMCSA
US$31.59
Comcast
7D
-4.4%
1Y
-21.2%
ATUS
US$2.69
Altice USA
7D
12.6%
1Y
22.8%

Investors Aren't Buying Altice USA, Inc.'s (NYSE:ATUS) Revenues

Sep 13
Investors Aren't Buying Altice USA, Inc.'s (NYSE:ATUS) Revenues
MGNI
US$25.92
Magnite
7D
8.6%
1Y
100.0%
TTD
US$44.47
Trade Desk
7D
-1.5%
1Y
-59.4%

CTV Partnerships With Disney And Netflix Will Transform Media

Trade Desk’s consensus price target was modestly lowered to $74.48 as analysts cited persistent growth uncertainty, mounting competitive pressures, and a weaker valuation premium offset only partially by improved online ad sentiment and potential outperformance if macro conditions improve. Analyst Commentary Bearish analysts express concern about Trade Desk’s muted growth outlook, citing increased macroeconomic uncertainty, lower visibility on a Kokai-driven turnaround, and heightened risk from agency and client in-housing trends.
SATS
US$72.47
EchoStar
7D
-3.2%
1Y
178.3%

LEO Satellite Constellation Will Expand Global Connectivity

Despite a notable downgrade in revenue growth forecasts and a higher expected future P/E, the consensus analyst price target for EchoStar has sharply increased from $45.21 to $81.71. What's in the News EchoStar has agreed to sell its 3.45 GHz and 600 MHz spectrum licenses (50 MHz nationwide) to AT&T for approximately $23 billion, pending regulatory approval.
NWSA
US$30.62
News
7D
4.8%
1Y
16.2%
FOXA
US$60.62
Fox
7D
4.1%
1Y
50.8%
QMMM
US$82.84
QMMM Holdings
7D
11.6%
1Y
1,431.2%
SDM
US$13.81
Smart Digital Group
7D
40.2%
1Y
n/a
CHTR
US$262.55
Charter Communications
7D
-0.3%
1Y
-20.5%

Spectrum Mobile And AI Will Improve Service Efficiency

Charter Communications’ consensus price target edged down to $395.75 as analysts weighed ongoing network upgrades and potential cash tax relief against continued competitive pressures and decelerating ARPU growth. Analyst Commentary Bullish analysts note Charter’s ongoing network upgrades and the momentum of its Spectrum Life Unlimited offering as drivers for improvement in broadband net subscriber losses.
IPG
US$25.65
Interpublic Group of Companies
7D
-2.8%
1Y
-17.6%
CDLX
US$2.43
Cardlytics
7D
117.0%
1Y
-33.8%

Bank Partnerships And Data-Driven Marketing Will Shape Future Markets

The notable downward revision in Cardlytics’ price target reflects sharply reduced revenue growth forecasts and a higher discount rate, resulting in a new consensus fair value of $2.10. What's in the News Cardlytics provided Q3 2025 revenue guidance of $52.2 million to $58.2 million.