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U.S. Media Industry Analysis

UpdatedSep 12, 2025
DataAggregated Company Financials
Companies129
  • 7D1.7%
  • 3M-0.6%
  • 1Y-8.5%
  • YTD-11.4%

Over the last 7 days, the Media industry has risen 1.7%, driven by gains from QMMM Holdings of 961%. During this same period, the Trade Desk underperformed, falling 13%. In contrast, the industry has lost 8.5% in the last 12 months. 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
Fri, 12 Sep 2025US$354.7bUS$330.6bUS$31.2b20.4x11.4x1.1x
Sun, 10 Aug 2025US$314.8bUS$301.8bUS$31.6b20.7x10x1x
Tue, 08 Jul 2025US$390.7bUS$331.6bUS$19.5b17.2x20x1.2x
Thu, 05 Jun 2025US$371.6bUS$331.6bUS$19.5b17.2x19.1x1.1x
Sat, 03 May 2025US$353.4bUS$334.0bUS$19.9b14.8x17.8x1.1x
Mon, 31 Mar 2025US$370.4bUS$334.2bUS$20.5b14.1x18.1x1.1x
Wed, 26 Feb 2025US$378.3bUS$331.9bUS$16.8b15.4x22.5x1.1x
Fri, 24 Jan 2025US$399.0bUS$329.9bUS$15.2b14.5x26.3x1.2x
Sun, 22 Dec 2024US$406.3bUS$329.9bUS$15.2b14.1x26.7x1.2x
Tue, 19 Nov 2024US$428.8bUS$330.0bUS$15.2b14.6x28.2x1.3x
Thu, 17 Oct 2024US$410.0bUS$318.7bUS$16.6b14.1x24.7x1.3x
Sat, 14 Sep 2024US$384.9bUS$318.3bUS$16.7b13.5x23.1x1.2x
Mon, 12 Aug 2024US$391.8bUS$327.3bUS$17.5b14.5x22.3x1.2x
Wed, 10 Jul 2024US$372.5bUS$329.1bUS$23.3b12x16x1.1x
Fri, 07 Jun 2024US$378.6bUS$329.4bUS$23.2b11.2x16.3x1.1x
Sun, 05 May 2024US$369.0bUS$330.4bUS$22.2b12.3x16.6x1.1x
Tue, 02 Apr 2024US$393.5bUS$330.6bUS$21.6b14.3x18.2x1.2x
Thu, 29 Feb 2024US$387.9bUS$319.7bUS$22.0b12.9x17.6x1.2x
Sat, 27 Jan 2024US$418.9bUS$333.0bUS$23.4b14x17.9x1.3x
Mon, 25 Dec 2023US$412.7bUS$332.3bUS$23.1b13.4x17.9x1.2x
Wed, 22 Nov 2023US$398.7bUS$332.8bUS$23.2b12.5x17.2x1.2x
Fri, 20 Oct 2023US$413.8bUS$334.3bUS$15.7b14.6x26.4x1.2x
Sun, 17 Sep 2023US$434.6bUS$334.3bUS$15.7b14.9x27.7x1.3x
Tue, 15 Aug 2023US$439.8bUS$334.2bUS$15.6b15.6x28.1x1.3x
Thu, 13 Jul 2023US$428.0bUS$334.8bUS$17.3b14.7x24.7x1.3x
Sat, 10 Jun 2023US$400.8bUS$334.8bUS$17.3b14.5x23.1x1.2x
Mon, 08 May 2023US$395.1bUS$334.4bUS$18.4b13.9x21.4x1.2x
Wed, 05 Apr 2023US$397.3bUS$341.5bUS$22.6b14.8x17.6x1.2x
Fri, 03 Mar 2023US$399.8bUS$341.2bUS$22.8b14.8x17.6x1.2x
Sun, 29 Jan 2023US$427.9bUS$339.8bUS$26.3b13.3x16.3x1.3x
Tue, 27 Dec 2022US$378.9bUS$339.1bUS$26.7b12.6x14.2x1.1x
Thu, 24 Nov 2022US$402.3bUS$339.0bUS$26.8b12.6x15x1.2x
Sat, 22 Oct 2022US$368.8bUS$338.6bUS$36.4b11x10.1x1.1x
Mon, 19 Sep 2022US$378.2bUS$336.9bUS$36.5b11.1x10.4x1.1x
Price to Earnings Ratio

10.4x


Total Market Cap: US$378.2bTotal Earnings: US$36.5bTotal 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 11.4x 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 Market1.80%
Telecom1.34%
Media1.70%
Broadcasting3.00%
Advertising2.93%
Publishing1.06%
Cable and Satellite1.03%
Industry PE
  • Investors are most optimistic about the Advertising industry, which is trading close to its 3-year average PE ratio of 110x.
    • Analysts are expecting annual earnings growth of 26.3%, 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 7.4% 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
QMMM QMMM HoldingsUS$75.53960.8%
+US$3.9b		1,188.9%PS2302.9x
PSKY Paramount SkydanceUS$17.4618.5%
+US$3.0b		70.2%PS0.7x
SATS EchoStarUS$77.0414.6%
+US$2.8b		245.9%PS1.4x
CHTR Charter CommunicationsUS$263.921.7%
+US$602.4m		-22.2%PE6.8x
NIQ NIQ Global IntelligenceUS$18.207.7%
+US$383.5m		n/aPS1.3x

Latest News

PSKY
US$17.46
Paramount Skydance
7D
18.5%
1Y
70.2%
TTD
US$45.24
Trade Desk
7D
-12.9%
1Y
-56.7%

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$77.04
EchoStar
7D
14.6%
1Y
245.9%

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$29.52
News
7D
0.8%
1Y
13.7%
FOXA
US$58.73
Fox
7D
-3.4%
1Y
50.9%
QMMM
US$75.53
QMMM Holdings
7D
960.8%
1Y
1,188.9%
WLY
US$42.15
John Wiley & Sons
7D
10.2%
1Y
-6.7%
MGNI
US$24.14
Magnite
7D
-2.9%
1Y
78.4%
NIQ
US$18.20
NIQ Global Intelligence
7D
7.7%
1Y
n/a
NYT
US$58.54
New York Times
7D
-1.1%
1Y
11.0%

Trusted Journalism And Digital Subscriptions Will Expand Global Reach

Analysts maintain a neutral stance on New York Times as strong digital subscription growth is offset by concerns that current valuation already prices in robust EBITDA gains and leaves little room for upside if growth slows, resulting in an unchanged consensus price target of $62.25. Analyst Commentary Core digital subscription revenue is sustaining mid-teens growth.
DV
US$13.95
DoubleVerify Holdings
7D
-8.5%
1Y
-20.2%

Expanding CTV And Social Media Markets Will Secure Future Success

With no changes to revenue growth forecasts or the discount rate, DoubleVerify Holdings' consensus analyst price target remains steady at $19.39. What's in the News DoubleVerify raised full-year 2025 revenue growth guidance to approximately 15%, and expects third quarter 2025 revenue of $188–192 million (12% YoY growth at midpoint).
CMCSA
US$33.40
Comcast
7D
-1.5%
1Y
-15.5%
LBRD.K
US$60.79
Liberty Broadband
7D
2.2%
1Y
-0.5%

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.
CHTR
US$263.92
Charter Communications
7D
1.7%
1Y
-22.2%

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.
OMC
US$77.84
Omnicom Group
7D
-0.9%
1Y
-21.0%
NMAX
US$12.46
Newsmax
7D
-6.5%
1Y
n/a