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U.S. Media Industry Analysis

UpdatedApr 02, 2026
DataAggregated Company Financials
Companies122
  • 7D-0.3%
  • 3M-7.5%
  • 1Y-13.1%
  • YTD-8.0%

The Media industry has stayed flat over the last week. As for the longer term, the industry has declined 13% in the last year. As for the next few years, earnings are expected to grow by 30% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Apr 2026US$207.0bUS$202.7b-US$9,956,583,777.6114.5x-20.8x1x
Sat, 28 Feb 2026US$217.3bUS$206.2b-US$8,050,161,478.2323.3x-27x1.1x
Mon, 26 Jan 2026US$232.1bUS$206.3b-US$1,913,175,382.9814.4x-121.3x1.1x
Wed, 24 Dec 2025US$346.4bUS$323.4bUS$19.5b16.1x17.8x1.1x
Fri, 21 Nov 2025US$313.7bUS$332.7bUS$20.1b16.2x15.6x0.9x
Sun, 19 Oct 2025US$341.5bUS$330.4bUS$31.2b19x11x1x
Tue, 16 Sep 2025US$361.6bUS$330.6bUS$31.2b20.1x11.6x1.1x
Thu, 14 Aug 2025US$333.3bUS$330.6bUS$31.3b18.4x10.7x1x
Sat, 12 Jul 2025US$385.8bUS$331.6bUS$19.5b18.2x19.8x1.2x
Mon, 09 Jun 2025US$372.0bUS$332.1bUS$19.5b17.3x19.1x1.1x
Wed, 07 May 2025US$358.4bUS$334.0bUS$19.9b15.4x18x1.1x
Fri, 04 Apr 2025US$377.4bUS$334.3bUS$20.4b13.9x18.5x1.1x
Sun, 02 Mar 2025US$374.8bUS$335.3bUS$20.1b14.9x18.7x1.1x
Tue, 28 Jan 2025US$405.2bUS$329.9bUS$15.2b13.7x26.7x1.2x
Thu, 26 Dec 2024US$406.3bUS$329.9bUS$15.2b14x26.7x1.2x
Sat, 23 Nov 2024US$439.1bUS$330.0bUS$15.2b15.3x28.8x1.3x
Mon, 21 Oct 2024US$408.9bUS$318.7bUS$16.6b14x24.6x1.3x
Wed, 18 Sep 2024US$389.6bUS$317.4bUS$15.9b14.2x24.6x1.2x
Fri, 16 Aug 2024US$388.5bUS$327.3bUS$17.5b12.5x22.2x1.2x
Sun, 14 Jul 2024US$383.3bUS$329.1bUS$23.3b12.3x16.5x1.2x
Tue, 11 Jun 2024US$371.9bUS$329.4bUS$23.2b11.9x16x1.1x
Thu, 09 May 2024US$370.1bUS$329.4bUS$22.9b11.6x16.2x1.1x
Sat, 06 Apr 2024US$375.9bUS$330.5bUS$21.6b14.1x17.4x1.1x
Mon, 04 Mar 2024US$385.9bUS$330.7bUS$21.5b15.8x18x1.2x
Wed, 31 Jan 2024US$426.2bUS$333.0bUS$23.4b14.1x18.2x1.3x
Fri, 29 Dec 2023US$416.1bUS$332.3bUS$23.2b13.2x18x1.3x
Sun, 26 Nov 2023US$401.8bUS$332.8bUS$23.2b12.6x17.3x1.2x
Tue, 24 Oct 2023US$409.1bUS$334.3bUS$15.7b14x26.1x1.2x
Thu, 21 Sep 2023US$429.6bUS$334.3bUS$15.7b15x27.4x1.3x
Sat, 19 Aug 2023US$431.8bUS$334.2bUS$15.7b15.9x27.4x1.3x
Mon, 17 Jul 2023US$426.3bUS$334.8bUS$17.3b14.7x24.6x1.3x
Wed, 14 Jun 2023US$406.6bUS$334.8bUS$17.3b14.3x23.5x1.2x
Fri, 12 May 2023US$390.1bUS$334.8bUS$17.5b14.6x22.3x1.2x
Sun, 09 Apr 2023US$397.3bUS$341.5bUS$22.6b14.4x17.6x1.2x
Price to Earnings Ratio

17.6x


Total Market Cap: US$397.3bTotal Earnings: US$22.6bTotal Revenue: US$341.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 14x202420252026
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-0.32%
Telecom0.41%
Media-0.30%
Publishing1.28%
Cable and Satellite0.19%
Advertising0.15%
Broadcasting-2.95%
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 19.9%, which is higher than its past year's earnings decline of 50.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Cable and Satellite industry, expecting annual earnings growth of 39% over the next 5 years.
  • This is better than its past earnings decline of 17% 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?

CompanyLast Price7D1YValuation
SATS EchoStarUS$120.601.3%
+US$442.0m		358.7%PS2.3x
NWSA NewsUS$24.711.8%
+US$232.6m		-8.7%PE31x
NIQ NIQ Global IntelligenceUS$11.386.5%
+US$203.6m		n/aPS0.8x
SIRI Sirius XM HoldingsUS$23.411.8%
+US$140.6m		4.8%PE9.7x
VSNT Versant Media GroupUS$37.181.9%
+US$98.0m		n/aPE5.8x

Latest News

NIQ
US$11.38
NIQ Global Intelligence
7D
6.5%
1Y
n/a
SIRI
US$23.41
Sirius XM Holdings
7D
1.8%
1Y
4.8%
TDAY
US$7.10
USA TODAY
7D
4.9%
1Y
118.5%
IBTA
US$30.93
Ibotta
7D
6.0%
1Y
-30.7%

IBTA: Expanded Buybacks And Redemption Revenue Mix Will Support Future Upside

Analysts have reduced their price target on Ibotta to $29 from $32, citing updated assumptions around revenue growth, profit margins, and future P/E that support maintaining an In Line rating on the stock. Analyst Commentary Analysts are signaling a more measured stance on Ibotta, with the lower US$29 price target reflecting updated views on revenue growth, margins, and the P/E multiple that they see as appropriate for the shares.
NXST
US$179.30
Nexstar Media Group
7D
-17.8%
1Y
-1.4%
NMAX
US$5.50
Newsmax
7D
-8.3%
1Y
-89.5%
OMC
US$75.21
Omnicom Group
7D
-0.7%
1Y
-5.3%
WLY
US$38.71
John Wiley & Sons
7D
3.5%
1Y
-14.9%
CHTR
US$216.27
Charter Communications
7D
-1.2%
1Y
-43.0%
CABO
US$89.56
Cable One
7D
-6.9%
1Y
-67.6%

CABO: Broadband ARPU Pressure Will Be Offset By Improving Subscriber Stability

Analysts have reset Cable One's fair value sharply lower, with the price target shifting from $421 to $142. This reflects concerns around softer broadband ARPU trends, rising competitive pressure, and a more cautious stance on U.S. cable operators overall.
SATS
US$120.60
EchoStar
7D
1.3%
1Y
358.7%

SATS: Balanced Outlook Will Weigh Buybacks Against Going Concern Risk

EchoStar's latest analyst price target has been reset to $120.00. Analysts point to a slightly lower discount rate, a smaller projected revenue decline, a modestly reduced profit margin, and a marginally lower assumed future P/E as key drivers of the updated view.
NWSA
US$24.71
News
7D
1.8%
1Y
-8.7%

NWSA: Meta AI Licensing Deal Will Reshape Future Earnings Power

Analysts have reduced their price target for News Corp. by $1, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions in line with recent research from Citi and Morgan Stanley.
PERI
US$9.82
Perion Network
7D
-4.4%
1Y
15.7%
MGNI
US$11.79
Magnite
7D
-2.6%
1Y
2.4%

MGNI: CTV Momentum And Buybacks Will Support Higher Future Multiple

Narrative Update on Magnite The updated analyst price target for Magnite has shifted alongside a lower modeled fair value and P/E multiple, with price objectives across the Street now clustering in a reduced $16 to $30 range. Analysts attribute this to strong recent execution, combined with a reset in digital adtech and broader market multiples.
VSNT
US$37.18
Versant Media Group
7D
1.9%
1Y
n/a
LBRD.K
US$50.31
Liberty Broadband
7D
-1.2%
1Y
-42.5%