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U.S. Media Industry Analysis

UpdatedFeb 06, 2026
DataAggregated Company Financials
Companies126
  • 7D-5.7%
  • 3M-3.2%
  • 1Y-20.8%
  • YTD-9.0%

Over the last 7 days, the Media industry has dropped 5.7%, driven by Fox declining 11%. In contrast, Charter Communications has gained 12%. Overall the industry is down 21% in 12 months. Earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Feb 2026US$214.2bUS$205.1b-US$5,894,694,384.4614.8x-36.3x1x
Mon, 05 Jan 2026US$341.4bUS$329.8bUS$20.9b13.8x16.3x1x
Wed, 03 Dec 2025US$309.5bUS$324.0bUS$19.5b15.4x15.9x1x
Fri, 31 Oct 2025US$331.2bUS$330.6bUS$31.2b18.9x10.6x1x
Sun, 28 Sep 2025US$361.6bUS$330.4bUS$31.2b20.4x11.6x1.1x
Tue, 26 Aug 2025US$355.4bUS$330.5bUS$31.2b22x11.4x1.1x
Thu, 24 Jul 2025US$379.0bUS$326.2bUS$18.3b22.4x20.8x1.2x
Sat, 21 Jun 2025US$367.3bUS$331.6bUS$19.6b16.6x18.8x1.1x
Mon, 19 May 2025US$383.5bUS$330.6bUS$19.6b17.6x19.6x1.2x
Wed, 16 Apr 2025US$341.0bUS$334.4bUS$20.4b13.7x16.7x1x
Fri, 14 Mar 2025US$357.4bUS$334.2bUS$20.4b13.8x17.5x1.1x
Sun, 09 Feb 2025US$388.2bUS$332.0bUS$17.2b13.4x22.6x1.2x
Tue, 07 Jan 2025US$403.1bUS$329.9bUS$15.2b13.9x26.5x1.2x
Thu, 05 Dec 2024US$447.1bUS$329.7bUS$15.2b16x29.3x1.4x
Sat, 02 Nov 2024US$422.0bUS$329.5bUS$14.1b13.5x29.9x1.3x
Mon, 30 Sep 2024US$402.9bUS$318.4bUS$16.6b13.9x24.2x1.3x
Wed, 28 Aug 2024US$404.2bUS$327.3bUS$17.5b13x23.1x1.2x
Fri, 26 Jul 2024US$376.9bUS$328.5bUS$22.8b13.6x16.5x1.1x
Sun, 23 Jun 2024US$374.1bUS$329.3bUS$23.3b12x16.1x1.1x
Tue, 21 May 2024US$378.7bUS$329.4bUS$23.1b11.1x16.4x1.1x
Thu, 18 Apr 2024US$356.7bUS$330.7bUS$21.7b13.6x16.5x1.1x
Sat, 16 Mar 2024US$385.0bUS$330.7bUS$21.6b14.2x17.8x1.2x
Mon, 12 Feb 2024US$377.9bUS$318.5bUS$22.6b12.7x16.7x1.2x
Wed, 10 Jan 2024US$406.8bUS$332.3bUS$23.2b13.5x17.6x1.2x
Fri, 08 Dec 2023US$390.4bUS$332.8bUS$23.1b11.6x16.9x1.2x
Sun, 05 Nov 2023US$412.4bUS$334.5bUS$23.9b11.5x17.3x1.2x
Tue, 03 Oct 2023US$422.8bUS$334.1bUS$15.7b15.8x27x1.3x
Thu, 31 Aug 2023US$445.5bUS$334.3bUS$15.7b15.8x28.3x1.3x
Sat, 29 Jul 2023US$437.6bUS$335.4bUS$18.0b14.6x24.3x1.3x
Mon, 26 Jun 2023US$395.9bUS$334.8bUS$17.3b14.3x22.8x1.2x
Wed, 24 May 2023US$393.6bUS$334.8bUS$17.3b13.7x22.7x1.2x
Fri, 21 Apr 2023US$394.9bUS$341.5bUS$22.7b14.8x17.4x1.2x
Sun, 19 Mar 2023US$386.3bUS$341.5bUS$22.6b13.8x17.1x1.1x
Tue, 14 Feb 2023US$420.9bUS$340.2bUS$26.4b12.2x16x1.2x
Price to Earnings Ratio

16x


Total Market Cap: US$420.9bTotal Earnings: US$26.4bTotal Revenue: US$340.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 16.1x202420252026
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-2.98%
Telecom-3.95%
Media-5.68%
Cable and Satellite1.90%
Broadcasting-5.62%
Publishing-7.44%
Advertising-15.22%
Industry PE
  • Investors are most optimistic about the Publishing industry even though it's trading below its 3-year average PE ratio of 65.6x.
    • Analysts expect its future annual earnings growth (16.1%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Cable and Satellite industry, expecting annual earnings growth of 36% over the next 5 years.
  • This is better than its past earnings decline of 11% per year.
  • In contrast, the Publishing industry is expected to see its earnings grow by 16% 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
CHTR Charter CommunicationsUS$231.1412.1%
+US$3.2b		-33.5%PE5.9x
LBRD.K Liberty BroadbandUS$53.7611.7%
+US$811.2m		-30.8%PB1.4x
SIRI Sirius XM HoldingsUS$21.686.5%
+US$408.8m		-14.8%PE9x
NXST Nexstar Media GroupUS$221.274.2%
+US$269.6m		46.1%PE13.4x
CABO Cable OneUS$100.7524.4%
+US$111.4m		-64.2%PS0.4x

Latest News

SIRI
US$21.68
Sirius XM Holdings
7D
6.5%
1Y
-14.8%
CABO
US$100.75
Cable One
7D
24.4%
1Y
-64.2%
NWSA
US$22.50
News
7D
-16.8%
1Y
-22.5%
FOXA
US$64.78
Fox
7D
-11.0%
1Y
22.7%
NYT
US$68.11
New York Times
7D
-7.1%
1Y
39.5%
NIQ
US$11.10
NIQ Global Intelligence
7D
-34.7%
1Y
n/a

Why We're Not Concerned Yet About NIQ Global Intelligence plc's (NYSE:NIQ) 29% Share Price Plunge

Feb 06
Why We're Not Concerned Yet About NIQ Global Intelligence plc's (NYSE:NIQ) 29% Share Price Plunge
LBRD.K
US$53.76
Liberty Broadband
7D
11.7%
1Y
-30.8%
CHTR
US$231.14
Charter Communications
7D
12.1%
1Y
-33.5%

CHTR: Future Cash Returns And AI Adoption Could Drive Repricing

Narrative Update on Charter Communications The analyst price target for Charter Communications has shifted alongside our fair value estimate, moving from US$500.00 to US$479.00 as analysts factor in updated expectations for revenue growth, profit margins, discount rates, and future P/E multiples following a mix of recent target hikes and cuts across the Street. Analyst Commentary Street research on Charter Communications has been mixed, with several firms adjusting price targets in both directions and at least one downgrade to an Underweight rating.
PSKY
US$10.56
Paramount Skydance
7D
-5.8%
1Y
-0.7%
TTD
US$27.04
Trade Desk
7D
-10.8%
1Y
-76.9%

TTD: Future Upside Will Rely On Ad Platform Execution Over Time

Analysts have trimmed their price targets on Trade Desk, leading our fair value estimate to move lower to about $54 per share from roughly $61. They are factoring in a lower future P/E multiple alongside slightly more conservative assumptions for revenue growth and profit margins.
AHMA
US$6.88
Ambitions Enterprise Management
7D
-77.3%
1Y
n/a
OPTU
US$1.64
Optimum Communications
7D
7.2%
1Y
-42.5%
NXST
US$221.27
Nexstar Media Group
7D
4.2%
1Y
46.1%
CCO
US$2.17
Clear Channel Outdoor Holdings
7D
3.8%
1Y
59.6%
OMC
US$69.87
Omnicom Group
7D
-9.3%
1Y
-16.6%

OMC: AI Partnerships And Omni Platform Advancements Will Drive Future EPS Upside

Analysts have nudged their fair value estimate for Omnicom Group slightly lower to about $101.10, reflecting updated views on discount rates, margin expectations, and future P/E assumptions after recent price target revisions, such as JPMorgan's $14 increase. Analyst Commentary Recent commentary around Omnicom Group has focused on how updated assumptions on discount rates, margins, and future P/E multiples feed into fair value work, with JPMorgan’s US$14 price target increase serving as a reference point for more constructive views.
BOC
US$12.54
Boston Omaha
7D
2.7%
1Y
-14.7%