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U.S. Media Industry Analysis

UpdatedFeb 21, 2026
DataAggregated Company Financials
Companies127
  • 7D1.9%
  • 3M1.6%
  • 1Y-12.4%
  • YTD-7.0%

Over the last 7 days, the Media industry has risen 1.9%, driven by gains from Omnicom Group of 21%. In the past year, the industry is down 12%. Earnings are forecast to grow by 28% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Feb 2026US$216.1bUS$206.5b-US$7,070,921,795.6314x-30.6x1x
Mon, 19 Jan 2026US$229.7bUS$206.3b-US$1,913,159,628.9114.4x-120.1x1.1x
Wed, 17 Dec 2025US$335.6bUS$324.0bUS$19.5b16.1x17.2x1x
Fri, 14 Nov 2025US$323.0bUS$328.6bUS$20.6b15.1x15.7x1x
Sun, 12 Oct 2025US$343.2bUS$330.4bUS$31.2b18.8x11x1x
Tue, 09 Sep 2025US$361.0bUS$330.6bUS$31.2b20.6x11.6x1.1x
Thu, 07 Aug 2025US$345.8bUS$330.6bUS$31.4b18.9x11x1x
Sat, 05 Jul 2025US$390.7bUS$331.6bUS$19.5b18.1x20x1.2x
Mon, 02 Jun 2025US$371.5bUS$330.9bUS$19.4b17.4x19.1x1.1x
Wed, 30 Apr 2025US$350.0bUS$334.1bUS$19.9b16.8x17.6x1x
Fri, 28 Mar 2025US$381.2bUS$334.2bUS$20.5b14.4x18.6x1.1x
Sun, 23 Feb 2025US$374.9bUS$331.9bUS$16.8b16.4x22.3x1.1x
Tue, 21 Jan 2025US$397.3bUS$329.9bUS$15.2b14x26.1x1.2x
Thu, 19 Dec 2024US$418.4bUS$329.9bUS$15.2b14.2x27.4x1.3x
Sat, 16 Nov 2024US$440.6bUS$330.0bUS$15.1b14.8x29.1x1.3x
Mon, 14 Oct 2024US$403.4bUS$318.4bUS$16.6b13.8x24.3x1.3x
Wed, 11 Sep 2024US$389.3bUS$327.2bUS$17.6b12.9x22.1x1.2x
Fri, 09 Aug 2024US$383.0bUS$328.4bUS$22.2b12.9x17.3x1.2x
Sun, 07 Jul 2024US$377.0bUS$329.1bUS$23.3b13.1x16.2x1.1x
Tue, 04 Jun 2024US$383.1bUS$329.4bUS$23.2b11.2x16.5x1.2x
Thu, 02 May 2024US$359.4bUS$330.4bUS$22.4b13.9x16.1x1.1x
Sat, 30 Mar 2024US$393.5bUS$330.6bUS$21.6b14.3x18.2x1.2x
Mon, 26 Feb 2024US$385.5bUS$319.7bUS$22.1b13.1x17.5x1.2x
Wed, 24 Jan 2024US$410.5bUS$332.3bUS$23.2b13.4x17.7x1.2x
Fri, 22 Dec 2023US$413.0bUS$332.7bUS$23.2b13.5x17.8x1.2x
Sun, 19 Nov 2023US$397.6bUS$332.7bUS$23.2b12.5x17.2x1.2x
Tue, 17 Oct 2023US$427.6bUS$334.1bUS$15.7b16x27.3x1.3x
Thu, 14 Sep 2023US$432.8bUS$334.3bUS$15.7b15.6x27.6x1.3x
Sat, 12 Aug 2023US$438.5bUS$334.1bUS$15.7b14.9x28x1.3x
Mon, 10 Jul 2023US$415.0bUS$334.8bUS$17.3b14.7x23.9x1.2x
Wed, 07 Jun 2023US$396.2bUS$334.8bUS$17.3b13.8x22.9x1.2x
Fri, 05 May 2023US$389.6bUS$334.4bUS$18.7b13.7x20.8x1.2x
Sun, 02 Apr 2023US$400.9bUS$341.5bUS$22.6b14.9x17.7x1.2x
Tue, 28 Feb 2023US$405.9bUS$341.5bUS$24.2b14.8x16.7x1.2x
Price to Earnings Ratio

16.7x


Total Market Cap: US$405.9bTotal Earnings: US$24.2bTotal Revenue: US$341.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 15.5x202420252026
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 15% per year, which is driving profits down.

Industry Trends

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

US Market0.99%
Telecom2.27%
Media1.91%
Advertising8.61%
Publishing4.81%
Broadcasting1.73%
Cable and Satellite-2.65%
Industry PE
  • Investors are most optimistic about the Publishing industry even though it's trading below its 3-year average PE ratio of 65.3x.
    • Analysts are expecting annual earnings growth of 16.1%, which is higher than its past year's earnings growth of 1.9% per year.
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
OMC Omnicom GroupUS$83.2620.7%
+US$4.5b		1.2%PS1.5x
NYT New York TimesUS$77.996.9%
+US$819.9m		62.4%PE36.8x
NWSA NewsUS$23.654.1%
+US$504.2m		-17.1%PE29.8x
PSKY Paramount SkydanceUS$10.713.8%
+US$428.0m		-6.8%PS0.4x
FOXA FoxUS$57.021.2%
+US$285.0m		0.1%PE12.8x

Latest News

OMC
US$83.26
Omnicom Group
7D
20.7%
1Y
1.2%
LBRD.K
US$53.58
Liberty Broadband
7D
-3.6%
1Y
-34.1%
CABO
US$105.32
Cable One
7D
-7.3%
1Y
-62.0%
NIQ
US$11.27
NIQ Global Intelligence
7D
4.6%
1Y
n/a
CHTR
US$230.16
Charter Communications
7D
-3.7%
1Y
-36.2%

CHTR: Future Returns Will Rely On Executing Broadband And WiFi 7 Rollout

The analyst price target for Charter Communications has shifted from $314.94 to $282.81, as analysts updated their models around recent mixed research, including several price target increases alongside cuts and a downgrade. Analyst Commentary Recent research on Charter Communications reflects a split view, with some analysts lifting price targets while others are cutting targets and, in one case, moving to a more cautious rating.
STGW
US$4.63
Stagwell
7D
-6.1%
1Y
-26.5%

STGW: AI Agent Partnerships Will Support Future Upside Potential

Analysts have adjusted their price target for Stagwell to $6.50, emphasizing small tweaks to assumptions around the discount rate, revenue growth, profit margins, and future P/E multiples rather than any major shift in their overall view. What's in the News Stagwell launched NewVoices.ai, a lifelike AI platform positioned as an end to end operating system for revenue teams.
MGNI
US$12.23
Magnite
7D
4.5%
1Y
-30.8%

MGNI: Expanding Premium Streaming Partnerships Will Drive Future Upside

Analysts have modestly adjusted their price target on Magnite from about $26.86 to about $26.57, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News The New York Times Advertising selected Magnite's DV+ as the preferred platform for private marketplace deals for its mobile in-app ad supply, giving advertisers access to premium audiences across The New York Times portfolio with a focus on campaign outcomes in mobile in-app environments (Key Developments).
TTD
US$25.10
Trade Desk
7D
-2.8%
1Y
-65.2%

TTD: Reset Expectations And Product Momentum May Support Future Upside

Analysts have trimmed their aggregate price targets on Trade Desk by reflecting a lower fair value estimate of about $85, slightly higher discount rates, and more cautious assumptions on revenue growth, profit margins, and future P/E, even as views remain mixed, with at least one firm turning more bullish and several others cutting targets in recent weeks. Analyst Commentary Recent Street research on Trade Desk points to a cautious reset in expectations, but you can still see pockets of confidence in the story, especially around execution and long term growth potential.
SATS
US$110.36
EchoStar
7D
-2.5%
1Y
273.2%
NYT
US$77.99
New York Times
7D
6.9%
1Y
62.4%

NYT: Higher Revenue Assumptions And Ad Partnership Will Shape Future Returns

The updated analyst price target for New York Times has increased to $70.75 from $66.88, as analysts incorporate slightly higher revenue growth assumptions, a modest adjustment to the discount rate, a small change in profit margin expectations, and a higher future P/E multiple. Analyst Commentary Recent Street research on New York Times points to a cluster of price target increases, with several firms revising their models at roughly the same time.
OPTU
US$1.53
Optimum Communications
7D
-8.4%
1Y
-44.6%
FOXA
US$57.02
Fox
7D
1.2%
1Y
0.1%

Fox (NASDAQ:FOXA) Is Due To Pay A Dividend Of $0.28

Feb 13
Fox (NASDAQ:FOXA) Is Due To Pay A Dividend Of $0.28
SIRI
US$21.06
Sirius XM Holdings
7D
-1.1%
1Y
-14.9%

We Like Sirius XM Holdings' (NASDAQ:SIRI) Earnings For More Than Just Statutory Profit

Feb 12
We Like Sirius XM Holdings' (NASDAQ:SIRI) Earnings For More Than Just Statutory Profit
NWSA
US$23.65
News
7D
4.1%
1Y
-17.1%

News (NASDAQ:NWSA) Has Announced A Dividend Of $0.10

Feb 10
News (NASDAQ:NWSA) Has Announced A Dividend Of $0.10
PSKY
US$10.71
Paramount Skydance
7D
3.8%
1Y
-6.8%
VSNT
US$30.03
Versant Media Group
7D
4.6%
1Y
n/a