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U.S. Media Industry Analysis

UpdatedSep 11, 2026
DataAggregated Company Financials
Companies121
  • 7D-2.5%
  • 3M-17.6%
  • 1Y-29.1%
  • YTD-30.4%

The Media industry is down 2.5% over the last week with Omnicom Group the worst performer, down 6.2%. However, the industry is down 29% over the past year. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 12 Sep 2026US$290.9bUS$213.2bUS$5.9b21.8x49x1.4x
Mon, 10 Aug 2026US$308.4bUS$212.8bUS$1.3b21.5x230.3x1.4x
Wed, 08 Jul 2026US$192.4bUS$204.4b-US$9,506,590,406.1722.5x-20.2x0.9x
Fri, 05 Jun 2026US$196.5bUS$204.5b-US$9,588,692,542.2023.5x-20.5x1x
Sun, 03 May 2026US$210.2bUS$205.7b-US$10,168,746,094.6414.3x-20.7x1x
Tue, 31 Mar 2026US$205.5bUS$202.7b-US$10,080,843,849.9214.9x-20.4x1x
Thu, 26 Feb 2026US$212.3bUS$206.5b-US$7,073,915,196.4014.1x-30x1x
Sat, 24 Jan 2026US$233.0bUS$206.3b-US$1,913,175,382.9814.4x-121.8x1.1x
Mon, 22 Dec 2025US$347.2bUS$324.0bUS$19.5b16x17.8x1.1x
Wed, 19 Nov 2025US$317.0bUS$332.7bUS$20.1b16.1x15.7x1x
Fri, 17 Oct 2025US$347.2bUS$330.4bUS$31.2b19.3x11.1x1.1x
Sun, 14 Sep 2025US$361.5bUS$330.6bUS$31.2b20.2x11.6x1.1x
Tue, 12 Aug 2025US$326.2bUS$330.5bUS$31.6b20.7x10.3x1x
Thu, 10 Jul 2025US$387.4bUS$331.6bUS$19.5b18.1x19.8x1.2x
Sat, 07 Jun 2025US$366.5bUS$331.6bUS$19.5b17.3x18.8x1.1x
Mon, 05 May 2025US$349.3bUS$334.0bUS$19.9b15x17.6x1x
Wed, 02 Apr 2025US$373.3bUS$334.2bUS$20.5b14.3x18.2x1.1x
Fri, 28 Feb 2025US$369.9bUS$336.3bUS$20.1b14.9x18.4x1.1x
Sun, 26 Jan 2025US$398.0bUS$329.9bUS$15.2b13.6x26.2x1.2x
Tue, 24 Dec 2024US$406.2bUS$329.9bUS$15.2b13.9x26.7x1.2x
Thu, 21 Nov 2024US$426.8bUS$330.0bUS$15.2b15.3x28x1.3x
Sat, 19 Oct 2024US$410.2bUS$318.7bUS$16.6b14x24.7x1.3x
Mon, 16 Sep 2024US$389.4bUS$318.3bUS$16.7b13.5x23.4x1.2x
Wed, 14 Aug 2024US$384.9bUS$327.3bUS$17.6b12.4x21.9x1.2x
Fri, 12 Jul 2024US$374.5bUS$329.1bUS$23.3b12.2x16.1x1.1x
Sun, 09 Jun 2024US$374.3bUS$329.4bUS$23.2b10.7x16.1x1.1x
Tue, 07 May 2024US$372.0bUS$330.4bUS$22.2b12.3x16.7x1.1x
Thu, 04 Apr 2024US$381.4bUS$330.5bUS$21.6b14.1x17.7x1.2x
Sat, 02 Mar 2024US$388.7bUS$333.9bUS$21.2b15.8x18.3x1.2x
Mon, 29 Jan 2024US$423.9bUS$333.0bUS$23.4b14x18.1x1.3x
Wed, 27 Dec 2023US$412.7bUS$332.3bUS$23.1b12.8x17.9x1.2x
Fri, 24 Nov 2023US$398.4bUS$332.8bUS$23.2b12.5x17.2x1.2x
Sun, 22 Oct 2023US$409.6bUS$334.3bUS$15.7b14.7x26.1x1.2x
Tue, 19 Sep 2023US$434.6bUS$334.3bUS$15.7b15.1x27.7x1.3x
Price to Earnings Ratio

27.7x


Total Market Cap: US$434.6bTotal Earnings: US$15.7bTotal Revenue: US$334.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 13x202420252026
Current Industry PE
  • Investors are optimistic on the American Media industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 49.0x which is higher than its 3-year average PE of 13.0x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Media industry have declined 28% per year over the last three years,
  • Revenues have also declined 14% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

US Market-2.20%
Telecom-1.32%
Media-2.47%
Advertising-1.49%
Cable and Satellite-2.93%
Publishing-3.74%
Broadcasting-4.13%
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 26.0%, which is higher than its past year's earnings decline of 49.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Broadcasting industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings decline of 49% per year.
  • In contrast, the Cable and Satellite industry is expected to see its earnings grow by 3.8% 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
APP AppLovinUS$323.961.1%
+US$1.1b		-44.3%PE24.6x
ECHO EchoStarUS$93.143.7%
+US$970.2m		24.4%PS1.8x
FOXA FoxUS$65.940.8%
+US$218.6m		13.2%PE16.5x
NMAX NewsmaxUS$11.397.1%
+US$98.2m		-10.8%PS7.2x
BUUU BUUU GroupUS$39.5014.2%
+US$81.8m		461.1%PS98.7x

Latest News

OMC
US$79.01
Omnicom Group
7D
-4.4%
1Y
2.3%
IBTA
US$41.14
Ibotta
7D
7.2%
1Y
54.5%
NIQ
US$17.84
NIQ Global Intelligence
7D
-3.0%
1Y
-2.1%
Seeking Alpha • 17h

NIQ Global Intelligence: The Discount Is Gone, The Case Isn't

Summary NIQ Global Intelligence is rated Buy, supported by ten consecutive quarters of 5%+ organic growth and two consecutive guidance raises. AI-native solutions are driving 34% year-over-year revenue growth, with none of this upside yet included in current guidance or disclosed in dollar terms. Valuation has shifted from a discount to a modest premium, with the stock trading 25%-40% above major moving averages and Wall Street targeting 9% further upside. Key risks—private equity ownership concentration and competitive friction with Circana—are currently dormant, making position sizing and entry timing critical. Read the full article on Seeking Alpha
FOXA
US$65.94
Fox
7D
0.8%
1Y
13.2%
SIRI
US$29.15
Sirius XM Holdings
7D
0.6%
1Y
25.2%
CHTR
US$145.77
Charter Communications
7D
-4.1%
1Y
-44.7%
MNTN
US$11.83
MNTN
7D
-8.6%
1Y
-40.1%
VSNT
US$37.19
Versant Media Group
7D
-3.7%
1Y
n/a
Seeking Alpha • Sep 09

Versant Is Cheap And Fandango Has Potential, But It Is Still A Hold

Summary Versant remains rated as a Hold as I await clearer strategic shifts, stronger technicals, and improved cash flow evolution before upgrading to Buy. VSNT’s Fandango unit seems interested in film distribution and streaming aggregation, with speculative potential for original content production as a future differentiator and growth lever. Valuation is compelling at ~6x P/FCF and P/E under 10 by my calculation, but market hesitancy persists pending evidence of new revenue streams and linear business stabilization. Key risks include sports rights inflation and linear declines; upside could materialize from accretive M&A, buybacks, or a decisive move above $48 on strong volume. Read the full article on Seeking Alpha
PSKY
US$10.60
Paramount Skydance
7D
-2.4%
1Y
-43.6%
XHLD
US$12.53
TEN Holdings
7D
35.6%
1Y
142.5%
APP
US$323.96
AppLovin
7D
1.1%
1Y
-44.3%
Narrative Update • Sep 04

APP: Accelerating Buybacks And Q3 Guidance Will Support Future Upside

Analysts have reduced their fair value estimate for AppLovin to $734.96 from $813.93 as they update assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What’s in the News for AppLovin Between April 1, 2026 and June 30, 2026, AppLovin repurchased 1,805,000 shares for US$1,123.11 million, representing 0.54% of its shares, under its existing buyback program.
ECHO
US$93.14
EchoStar
7D
3.7%
1Y
24.4%
Narrative Update • Sep 03

ECHO: SpaceX Spectrum Deal Will Shape A Bullish Long Term Outlook

EchoStar's analyst fair value estimate has shifted from $137.60 to about $128.43 as analysts trim price targets toward the $115 to $137 range, pointing to higher required returns, softer margin expectations, and continued focus on the stock's discount to its asset base and potential catalysts. Analyst Commentary Recent Street research on EchoStar points to a mix of optimism on underlying asset value and caution around execution, capital returns, and subscriber trends.
NWSA
US$29.44
News
7D
-3.1%
1Y
0.7%
NXST
US$169.09
Nexstar Media Group
7D
-4.4%
1Y
-18.3%
Seeking Alpha • Sep 01

Nexstar Media: Legal Overhang Creates Value Opportunity

Summary Nexstar Media Group remains a "Buy," with shares undervalued due to legal overhang from the TEGNA acquisition and strong political ad tailwinds. NXST faces ~$100 million in lost operating efficiency until the TEGNA lawsuit resolves, but core business performance and margins remain resilient. Distribution revenue is robust, political ad spending is set to break records, and the CW turnaround is driving viewership growth and nearing profitability. NXST offers a 4.1% dividend yield, is prioritizing debt reduction, and could see shares re-rate to $210–$280 as legal uncertainty clears. Read the full article on Seeking Alpha
NMAX
US$11.39
Newsmax
7D
7.1%
1Y
-10.8%
BUUU
US$39.50
BUUU Group
7D
14.2%
1Y
461.1%