Narrative Update • May 25
Have your own idea? Try our Stock Screener
- 7D-0.8%
- 3M-1.6%
- 1Y-16.3%
- YTD-10.1%
Last week, the Media industry hasn't moved much but Sirius XM Holdings is up 11% in that time. Unfortunately though, the industry is down 16% over the past 12 months. As for the next few years, earnings are expected to grow by 37% per annum.
Industry Valuation and Performance
Has the U.S. Media Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 27 May 2026 | US$202.1b | US$205.2b | -US$9,565,366,758.32 | 24.7x | -21.1x | 1x |
| Fri, 24 Apr 2026 | US$226.2b | US$202.4b | -US$10,140,699,759.39 | 14.5x | -22.3x | 1.1x |
| Sun, 22 Mar 2026 | US$206.6b | US$203.1b | -US$10,162,061,287.06 | 17.6x | -20.3x | 1x |
| Tue, 17 Feb 2026 | US$211.6b | US$205.3b | -US$5,684,841,357.23 | 14.6x | -37.2x | 1x |
| Thu, 15 Jan 2026 | US$232.2b | US$206.3b | -US$1,911,497,393.19 | 14.7x | -121.5x | 1.1x |
| Sat, 13 Dec 2025 | US$336.7b | US$324.0b | US$19.5b | 16x | 17.2x | 1x |
| Mon, 10 Nov 2025 | US$321.1b | US$328.9b | US$21.0b | 16.6x | 15.3x | 1x |
| Wed, 08 Oct 2025 | US$363.3b | US$330.4b | US$31.2b | 19.8x | 11.6x | 1.1x |
| Fri, 05 Sep 2025 | US$358.9b | US$330.6b | US$31.2b | 20.6x | 11.5x | 1.1x |
| Sun, 03 Aug 2025 | US$344.7b | US$332.0b | US$31.0b | 18.1x | 11.1x | 1x |
| Tue, 01 Jul 2025 | US$379.7b | US$331.6b | US$19.5b | 17.8x | 19.4x | 1.1x |
| Thu, 29 May 2025 | US$377.5b | US$330.9b | US$19.5b | 17.6x | 19.4x | 1.1x |
| Sat, 26 Apr 2025 | US$339.2b | US$334.1b | US$19.8b | 17x | 17.2x | 1x |
| Mon, 24 Mar 2025 | US$372.2b | US$334.2b | US$20.5b | 14.3x | 18.1x | 1.1x |
| Wed, 19 Feb 2025 | US$378.3b | US$331.7b | US$16.8b | 14.9x | 22.5x | 1.1x |
| Fri, 17 Jan 2025 | US$393.6b | US$329.9b | US$15.2b | 14.2x | 25.9x | 1.2x |
| Sun, 15 Dec 2024 | US$424.5b | US$329.7b | US$15.3b | 15x | 27.7x | 1.3x |
| Tue, 12 Nov 2024 | US$443.2b | US$330.2b | US$15.1b | 14.3x | 29.3x | 1.3x |
| Thu, 10 Oct 2024 | US$399.7b | US$318.4b | US$16.6b | 13.3x | 24.1x | 1.3x |
| Sat, 07 Sep 2024 | US$390.3b | US$327.3b | US$17.6b | 12.9x | 22.1x | 1.2x |
| Mon, 05 Aug 2024 | US$390.0b | US$328.4b | US$22.8b | 13.6x | 17.1x | 1.2x |
| Wed, 03 Jul 2024 | US$373.6b | US$329.1b | US$23.3b | 13.3x | 16x | 1.1x |
| Fri, 31 May 2024 | US$375.9b | US$329.4b | US$23.2b | 11.2x | 16.2x | 1.1x |
| Sun, 28 Apr 2024 | US$357.3b | US$329.6b | US$21.7b | 14x | 16.4x | 1.1x |
| Tue, 26 Mar 2024 | US$387.5b | US$330.7b | US$21.6b | 15.7x | 17.9x | 1.2x |
| Thu, 22 Feb 2024 | US$383.5b | US$318.6b | US$22.7b | 12.8x | 16.9x | 1.2x |
| Sat, 20 Jan 2024 | US$403.1b | US$332.3b | US$23.2b | 13.3x | 17.4x | 1.2x |
| Mon, 18 Dec 2023 | US$414.4b | US$332.7b | US$23.2b | 13.5x | 17.9x | 1.2x |
| Wed, 15 Nov 2023 | US$388.0b | US$334.0b | US$22.8b | 11.8x | 17x | 1.2x |
| Fri, 13 Oct 2023 | US$427.3b | US$334.1b | US$15.7b | 15.9x | 27.3x | 1.3x |
| Sun, 10 Sep 2023 | US$420.6b | US$334.3b | US$15.7b | 15x | 26.8x | 1.3x |
| Tue, 08 Aug 2023 | US$441.3b | US$335.3b | US$16.9b | 15.4x | 26.1x | 1.3x |
| Thu, 06 Jul 2023 | US$414.5b | US$334.8b | US$17.3b | 14.7x | 23.9x | 1.2x |
| Sat, 03 Jun 2023 | US$392.6b | US$334.8b | US$17.3b | 13.9x | 22.7x | 1.2x |
Price to Earnings Ratio
22.7x
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 0.98x.
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 15% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the U.S. Telecom industry?
| US Market | 1.21% | |
| Telecom | -1.78% | |
| Media | -0.84% | |
| Advertising | 1.42% | |
| Broadcasting | -0.11% | |
| Publishing | -1.46% | |
| Cable and Satellite | -2.35% | |
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 24.6%, which is higher than its past year's earnings decline of 42.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Cable and Satellite industry, expecting annual earnings growth of 49% over the next 5 years.
- This is better than its past earnings decline of 21% per year.
- In contrast, the Publishing industry is expected to see its earnings grow by 14% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SIRI Sirius XM Holdings | US$29.63 | 13.7% +US$1.2b | 33.1% | PE11.8x | |
| OMC Omnicom Group | US$74.41 | 3.6% +US$735.3m | 0.2% | PE336.6x | |
| PSKY Paramount Skydance | US$10.37 | 4.7% +US$526.0m | -13.8% | PS0.4x | |
| TTD Trade Desk | US$22.18 | 4.8% +US$479.5m | -70.8% | PE24.1x | |
| CHTR Charter Communications | US$144.00 | 1.1% +US$184.5m | -65.0% | PE3.6x |