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U.S. Media Industry Analysis

UpdatedJan 20, 2026
DataAggregated Company Financials
Companies131
  • 7D-2.3%
  • 3M-1.8%
  • 1Y-15.5%
  • YTD-1.9%

Over the last 7 days, the Media industry has dropped 2.3%, driven by Charter Communications declining 4.1%. The industry has fallen 15% in the last year. As for the next few years, earnings are expected to grow by 25% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 20 Jan 2026US$229.7bUS$206.3b-US$1,913,159,628.9114.4x-120.1x1.1x
Thu, 18 Dec 2025US$343.3bUS$324.0bUS$19.5b16.2x17.6x1.1x
Sat, 15 Nov 2025US$323.3bUS$332.8bUS$20.2b15x16x1x
Mon, 13 Oct 2025US$343.2bUS$330.4bUS$31.2b18.8x11x1x
Wed, 10 Sep 2025US$362.6bUS$330.6bUS$31.2b20.3x11.6x1.1x
Fri, 08 Aug 2025US$342.8bUS$330.6bUS$31.4b20.6x10.9x1x
Sun, 06 Jul 2025US$390.7bUS$331.6bUS$19.5b18.1x20x1.2x
Tue, 03 Jun 2025US$373.6bUS$331.6bUS$19.5b17.1x19.2x1.1x
Thu, 01 May 2025US$354.7bUS$334.1bUS$19.9b16.6x17.9x1.1x
Sat, 29 Mar 2025US$378.5bUS$334.2bUS$20.5b14.1x18.5x1.1x
Mon, 24 Feb 2025US$374.9bUS$331.9bUS$16.8b16.4x22.3x1.1x
Wed, 22 Jan 2025US$397.3bUS$329.9bUS$15.2b14.1x26.1x1.2x
Fri, 20 Dec 2024US$406.5bUS$329.9bUS$15.2b14.1x26.7x1.2x
Sun, 17 Nov 2024US$428.8bUS$330.0bUS$15.2b14.8x28.2x1.3x
Tue, 15 Oct 2024US$403.4bUS$318.4bUS$16.6b13.8x24.3x1.3x
Thu, 12 Sep 2024US$378.3bUS$318.3bUS$16.7b13.3x22.7x1.2x
Sat, 10 Aug 2024US$388.3bUS$327.8bUS$17.9b14.5x21.6x1.2x
Mon, 08 Jul 2024US$377.0bUS$329.1bUS$23.3b13.1x16.2x1.1x
Wed, 05 Jun 2024US$380.9bUS$329.4bUS$23.2b11.2x16.4x1.2x
Fri, 03 May 2024US$361.6bUS$330.3bUS$22.3b13.9x16.2x1.1x
Sun, 31 Mar 2024US$393.5bUS$330.6bUS$21.6b14.3x18.2x1.2x
Tue, 27 Feb 2024US$385.5bUS$319.7bUS$22.1b13.1x17.5x1.2x
Thu, 25 Jan 2024US$413.7bUS$332.3bUS$23.2b13.3x17.9x1.2x
Sat, 23 Dec 2023US$412.7bUS$332.3bUS$23.2b13.4x17.8x1.2x
Mon, 20 Nov 2023US$398.7bUS$332.8bUS$23.2b12.5x17.2x1.2x
Wed, 18 Oct 2023US$427.7bUS$334.1bUS$15.7b15.4x27.3x1.3x
Fri, 15 Sep 2023US$432.8bUS$334.3bUS$15.7b15.5x27.6x1.3x
Sun, 13 Aug 2023US$438.5bUS$334.1bUS$15.7b14.9x28x1.3x
Tue, 11 Jul 2023US$417.0bUS$334.8bUS$17.3b14.6x24.1x1.2x
Thu, 08 Jun 2023US$396.1bUS$334.8bUS$17.3b14.2x22.9x1.2x
Sat, 06 May 2023US$395.0bUS$334.4bUS$18.4b13.9x21.4x1.2x
Mon, 03 Apr 2023US$401.0bUS$341.5bUS$22.6b14.9x17.7x1.2x
Wed, 01 Mar 2023US$401.7bUS$341.9bUS$24.3b14.6x16.6x1.2x
Fri, 27 Jan 2023US$434.9bUS$339.4bUS$26.7b13.5x16.3x1.3x
Price to Earnings Ratio

16.3x


Total Market Cap: US$434.9bTotal Earnings: US$26.7bTotal Revenue: US$339.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 18.2x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Media industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
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-0.55%
Telecom-1.49%
Media-2.25%
Advertising-0.042%
Publishing-0.18%
Broadcasting-1.71%
Cable and Satellite-4.93%
Industry PE
  • Investors are most optimistic about the Publishing industry even though it's trading below its 3-year average PE ratio of 65.7x.
    • Analysts are expecting annual earnings growth of 15.7%, which is lower than the prior year's growth of 20.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Cable and Satellite industry, expecting annual earnings growth of 35% over the next 5 years.
  • This is better than its past earnings growth rate of 9.5% per year.
  • In contrast, the Broadcasting industry is expected to see its earnings grow by 15% 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$79.792.9%
+US$717.3m		-7.9%PE18.8x
AHMA Ambitions Enterprise ManagementUS$23.3188.9%
+US$326.1m		n/aPE593.9x
NXST Nexstar Media GroupUS$216.324.8%
+US$303.3m		40.9%PE13.1x
STGW StagwellUS$6.5620.1%
+US$277.3m		-1.1%PE84.1x
NIQ NIQ Global IntelligenceUS$17.723.4%
+US$171.1m		n/aPS1.3x

Latest News

CHTR
US$189.76
Charter Communications
7D
-4.1%
1Y
-45.9%
NYT
US$71.49
New York Times
7D
0.3%
1Y
36.0%
PSKY
US$11.80
Paramount Skydance
7D
-2.8%
1Y
12.6%
STGW
US$6.56
Stagwell
7D
20.1%
1Y
-1.1%
VSNT
US$33.04
Versant Media Group
7D
-3.1%
1Y
n/a
MGNI
US$14.38
Magnite
7D
-10.6%
1Y
-8.5%
OMC
US$79.79
Omnicom Group
7D
2.9%
1Y
-7.9%

OMC: Future Earnings From Integration And AI Partnerships Will Face Execution Tests

Analysts have trimmed their Omnicom fair value estimate from US$78 to US$77, while still lifting price targets. They cited updated assumptions on synergy driven earnings potential for the planned Omnicom and Interpublic Group combination, along with a shift to a lower P/E multiple and discount rate, higher modeled revenue growth, and a reduced profit margin profile.
FOXA
US$71.99
Fox
7D
-1.7%
1Y
50.3%

FOXA: Advertising Momentum And Easing Subscriber Losses Will Support Balanced Outlook

Analysts have nudged our Fox price target slightly higher to US$73.22, reflecting raised Street targets into the mid US$60s to high US$90s range and citing robust advertising trends, moderating subscriber declines, and recent earnings beats as key supports. Analyst Commentary Street research on Fox has turned more constructive, with several firms lifting price targets and a couple of upgrades into more positive rating buckets.
CCO
US$2.14
Clear Channel Outdoor Holdings
7D
3.9%
1Y
47.6%

CCO: Airport Contract Wins Will Shape Future But Keep Outlook Balanced

Analysts have lifted their price target on Clear Channel Outdoor Holdings, with fair value estimates moving from about US$1.10 to around US$2.00. This reflects updated views on discount rates, revenue growth assumptions, margin outlook, and a higher future P/E expectation.
LBRD.K
US$44.17
Liberty Broadband
7D
-4.2%
1Y
-42.5%

LBRD.K: Higher P/E Assumptions Will Support Bullish View On Unchanged Fair Value

Analysts have raised their price target on Liberty Broadband to US$77.00, citing updated assumptions on discount rates and future P/E. These changes leave their fair value estimate essentially unchanged at US$77.00.
NXST
US$216.32
Nexstar Media Group
7D
4.8%
1Y
40.9%
NWSA
US$26.25
News
7D
-1.4%
1Y
-5.8%

NWSA: Share Repurchases And Realty Tech Investments Will Drive Future Upside

Analysts have kept their price target steady at about $36.69, pointing to slightly higher assumed revenue growth and profit margins, offset by a modestly lower future P/E multiple and a nearly unchanged discount rate. What's in the News At the November 19, 2025 Annual Meeting, stockholders approved amendments to News Corporation's Certificate of Incorporation to limit the liability of certain officers as permitted by law and to remove an obsolete corporate opportunity waiver (company filing).
TTD
US$35.48
Trade Desk
7D
-4.5%
1Y
-71.5%

TTD: Future Share Strength Will Build On AI Product And Buyback Execution

Analysts have trimmed their price targets on Trade Desk by a few dollars, with fair value estimates moving from about $62.33 to $61.12 as they balance concerns about elevated multiples and competitive noise against solid Q3 execution, improving ad demand, AI driven product catalysts, and what they describe as relatively derisked forward estimates. Analyst Commentary Recent research paints a mixed but generally constructive picture around Trade Desk, with most price target changes reflecting recalibration of expectations rather than a fundamental shift in the long term story.
AHMA
US$23.31
Ambitions Enterprise Management
7D
88.9%
1Y
n/a
NMAX
US$7.94
Newsmax
7D
6.0%
1Y
n/a

What You Can Learn From Newsmax Inc.'s (NYSE:NMAX) P/S

Dec 09
What You Can Learn From Newsmax Inc.'s (NYSE:NMAX) P/S
NIQ
US$17.72
NIQ Global Intelligence
7D
3.4%
1Y
n/a