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U.S. Media Industry Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies121
  • 7D-3.8%
  • 3M-6.6%
  • 1Y-8.0%
  • YTD-7.6%

Over the last 7 days, the Media industry has dropped 3.8%, driven by pullbacks in Paramount Skydance and Omnicom Group of 15% and 6.3%, respectively. The industry has fallen 8.0% in the last year. Earnings are forecast to grow by 29% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 18 Mar 2026US$213.8bUS$205.8b-US$9,927,287,809.9316.9x-21.5x1x
Fri, 13 Feb 2026US$215.5bUS$205.3b-US$5,685,550,673.0414.6x-37.9x1x
Sun, 11 Jan 2026US$234.1bUS$206.3b-US$1,911,487,927.8514.8x-122.5x1.1x
Tue, 09 Dec 2025US$313.3bUS$324.0bUS$19.5b15.6x16x1x
Thu, 06 Nov 2025US$322.9bUS$329.7bUS$33.4b17.5x9.7x1x
Sat, 04 Oct 2025US$357.6bUS$330.4bUS$31.2b20.8x11.5x1.1x
Mon, 01 Sep 2025US$360.5bUS$330.5bUS$31.2b22.1x11.6x1.1x
Wed, 30 Jul 2025US$358.1bUS$331.7bUS$18.9b17.6x18.9x1.1x
Fri, 27 Jun 2025US$373.6bUS$331.6bUS$19.5b18.2x19.1x1.1x
Sun, 25 May 2025US$371.8bUS$330.9bUS$19.5b18.5x19.1x1.1x
Tue, 22 Apr 2025US$339.3bUS$334.4bUS$20.4b13.8x16.7x1x
Thu, 20 Mar 2025US$370.4bUS$334.2bUS$20.5b13.4x18.1x1.1x
Sat, 15 Feb 2025US$378.1bUS$331.7bUS$16.9b14.9x22.4x1.1x
Mon, 13 Jan 2025US$387.0bUS$319.8bUS$14.8b12.8x26.1x1.2x
Wed, 11 Dec 2024US$422.9bUS$329.7bUS$15.3b14.8x27.6x1.3x
Fri, 08 Nov 2024US$451.8bUS$329.9bUS$14.9b14.1x30.2x1.4x
Sun, 06 Oct 2024US$399.8bUS$318.4bUS$16.6b13.3x24.1x1.3x
Tue, 03 Sep 2024US$400.0bUS$327.3bUS$17.5b13.2x22.8x1.2x
Thu, 01 Aug 2024US$405.6bUS$328.5bUS$22.8b14x17.8x1.2x
Sat, 29 Jun 2024US$373.8bUS$329.2bUS$23.3b12.6x16x1.1x
Mon, 27 May 2024US$374.8bUS$329.4bUS$23.1b11x16.2x1.1x
Wed, 24 Apr 2024US$369.1bUS$330.7bUS$21.7b13.8x17x1.1x
Fri, 22 Mar 2024US$390.6bUS$330.7bUS$21.7b15.8x18x1.2x
Sun, 18 Feb 2024US$385.1bUS$318.6bUS$22.7b13.2x17x1.2x
Tue, 16 Jan 2024US$403.8bUS$332.3bUS$23.2b13.1x17.4x1.2x
Thu, 14 Dec 2023US$397.9bUS$332.8bUS$23.1b13x17.2x1.2x
Sat, 11 Nov 2023US$392.3bUS$334.0bUS$22.8b11.4x17.2x1.2x
Mon, 09 Oct 2023US$417.1bUS$334.1bUS$15.7b15.8x26.6x1.2x
Wed, 06 Sep 2023US$425.1bUS$334.3bUS$15.7b15.2x27x1.3x
Fri, 04 Aug 2023US$442.2bUS$335.3bUS$18.6b14.7x23.7x1.3x
Sun, 02 Jul 2023US$414.8bUS$334.8bUS$17.3b14.7x23.9x1.2x
Tue, 30 May 2023US$387.7bUS$334.8bUS$17.3b13.5x22.4x1.2x
Thu, 27 Apr 2023US$380.9bUS$341.5bUS$22.7b14.1x16.8x1.1x
Sat, 25 Mar 2023US$381.6bUS$341.5bUS$22.6b13.7x16.9x1.1x
Price to Earnings Ratio

16.9x


Total Market Cap: US$381.6bTotal Earnings: US$22.6bTotal Revenue: US$341.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 14.5x202420252026
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 16% per year, which is driving profits down.

Industry Trends

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

US Market-2.40%
Telecom-2.39%
Media-3.81%
Cable and Satellite-1.20%
Publishing-2.55%
Broadcasting-6.21%
Advertising-6.22%
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 19.7%, which is higher than its past year's earnings decline of 63.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Cable and Satellite industry, expecting annual earnings growth of 38% over the next 5 years.
  • This is better than its past earnings decline of 17% 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
SATS EchoStarUS$112.273.5%
+US$1.1b		334.1%PS2.2x
SIRI Sirius XM HoldingsUS$22.633.9%
+US$284.6m		0%PE9.4x
NYT New York TimesUS$80.231.8%
+US$280.2m		64.6%PE37.8x
VSNT Versant Media GroupUS$37.953.7%
+US$193.2m		n/aPE5.9x
CHTR Charter CommunicationsUS$222.521.5%
+US$189.3m		-37.2%PE5.6x

Latest News

SSP
US$3.62
E.W. Scripps
7D
-17.7%
1Y
24.0%
VSNT
US$37.95
Versant Media Group
7D
3.7%
1Y
n/a
DV
US$10.00
DoubleVerify Holdings
7D
-5.7%
1Y
-31.0%
CHTR
US$222.52
Charter Communications
7D
1.5%
1Y
-37.2%
NYT
US$80.23
New York Times
7D
1.8%
1Y
64.6%
NXST
US$237.82
Nexstar Media Group
7D
-2.8%
1Y
36.3%

Sports Expansion And Digital Ambitions Will Ultimately Strain Margins And Future Earnings Potential

Catalysts About Nexstar Media Group Nexstar Media Group operates a large portfolio of local television stations, national networks and digital properties, with a growing focus on news and sports content. What are the underlying business or industry changes driving this perspective?
NIQ
US$11.23
NIQ Global Intelligence
7D
-7.3%
1Y
n/a
TTD
US$25.07
Trade Desk
7D
-9.4%
1Y
-53.2%
PSKY
US$9.23
Paramount Skydance
7D
-10.6%
1Y
-20.8%
SATS
US$112.27
EchoStar
7D
3.5%
1Y
334.1%

EchoStar's 43.91 fair value will redefine its market position

Why EchoStar (SATS) Finally Grabbed My Attention I first stumbled onto EchoStar (SATS) back in late 2025. Funnily enough, I wasn't even looking at them; I was deep in the weeds researching a Chinese firm called Xinwei Communication.
OMC
US$78.39
Omnicom Group
7D
-3.2%
1Y
-3.8%

OMC: AI Partnerships And Execution Will Support Upside Within Revised Risk Framework

Our Omnicom Group narrative fair value estimate has been revised from $120 to $117, reflecting analysts' updated price targets in the $82 to $115 range and their mixed but generally steady read on recent Q4 results and outlook assumptions. Analyst Commentary Recent Street research on Omnicom reflects a mixed but generally constructive tone, with bullish analysts lifting price targets into a wide range that aligns with solid execution and a steady read on Q4 results.
LBRD.K
US$51.85
Liberty Broadband
7D
1.7%
1Y
-36.7%
NWSA
US$24.34
News
7D
1.3%
1Y
-9.2%

NWSA: AI Licensing Deal And Buybacks Will Support Future Upside

Narrative update on analyst price target The analyst price target for News Corp has been trimmed by $1, reflecting slightly higher assumed discount rates and a marginally higher future P/E multiple as analysts reassess the stock after recent price target cuts from major firms. Analyst Commentary Recent research updates have focused on fine tuning valuation assumptions for News Corp, with price targets trimmed rather than completely reset.
SIRI
US$22.63
Sirius XM Holdings
7D
3.9%
1Y
0%

SIRI: Recent Upgrade And Buybacks Will Support Future Share Repricing

Narrative Update: Sirius XM Holdings (SIRI) The updated analyst price target for Sirius XM has moved from $30.00 to $31.00, reflecting how analysts are weighing a slightly lower discount rate, modest tweaks to long term growth and margin assumptions, and a small adjustment to future P/E expectations following recent mixed research views on the stock. Analyst Commentary Recent Street research on Sirius XM has been mixed, but there are some clear positives that help explain why the updated analyst price target has edged higher.
MGNI
US$12.34
Magnite
7D
-5.1%
1Y
-2.8%

MGNI: Expanding CTV Partnerships And Share Buybacks Will Drive Future Upside

Our Magnite fair value estimate has been reset lower to about $22 from $26.57 as analysts trimmed price targets, largely reflecting lower sector P/E multiples, even as they point to solid recent results and continued CTV growth potential. Analyst Commentary Recent Street research around Magnite clusters around a similar message, with lower price targets tied largely to sector P/E compression, even as analysts point to solid execution and continued potential in connected TV, or CTV.
IBTA
US$25.80
Ibotta
7D
15.7%
1Y
-33.3%