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U.S. Media Industry Analysis

UpdatedMay 04, 2026
DataAggregated Company Financials
Companies126
  • 7D0.3%
  • 3M-1.5%
  • 1Y-7.1%
  • YTD-6.6%

Last week, the Media industry hasn't moved much but Paramount Skydance is up 4.7% in that time. Unfortunately though, the industry is down 7.1% over the past 12 months. As for the next few years, earnings are expected to grow by 33% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 04 May 2026US$210.2bUS$205.7b-US$10,168,746,094.6414.3x-20.7x1x
Wed, 01 Apr 2026US$206.1bUS$202.7b-US$10,080,886,160.4414.5x-20.4x1x
Fri, 27 Feb 2026US$213.0bUS$206.1b-US$8,216,541,068.4323.5x-25.9x1x
Sun, 25 Jan 2026US$232.1bUS$206.3b-US$1,913,175,382.9814.4x-121.3x1.1x
Tue, 23 Dec 2025US$346.0bUS$324.0bUS$19.5b16.1x17.7x1.1x
Thu, 20 Nov 2025US$318.7bUS$332.7bUS$20.1b16.1x15.8x1x
Sat, 18 Oct 2025US$340.3bUS$330.4bUS$31.2b19x10.9x1x
Mon, 15 Sep 2025US$361.5bUS$330.6bUS$31.2b20.2x11.6x1.1x
Wed, 13 Aug 2025US$328.2bUS$330.5bUS$31.6b15.6x10.4x1x
Fri, 11 Jul 2025US$385.8bUS$331.6bUS$19.5b18.2x19.8x1.2x
Sun, 08 Jun 2025US$372.0bUS$332.1bUS$19.5b17.3x19.1x1.1x
Tue, 06 May 2025US$355.6bUS$334.0bUS$19.9b15.2x17.9x1.1x
Thu, 03 Apr 2025US$372.1bUS$334.2bUS$20.5b14.6x18.2x1.1x
Sat, 01 Mar 2025US$372.1bUS$335.4bUS$20.1b15.1x18.5x1.1x
Mon, 27 Jan 2025US$398.0bUS$329.9bUS$15.2b14.1x26.2x1.2x
Wed, 25 Dec 2024US$406.2bUS$329.9bUS$15.2b14x26.7x1.2x
Fri, 22 Nov 2024US$433.1bUS$330.0bUS$15.2b15.1x28.5x1.3x
Sun, 20 Oct 2024US$408.9bUS$318.7bUS$16.6b14x24.6x1.3x
Tue, 17 Sep 2024US$390.0bUS$317.4bUS$15.9b14.1x24.6x1.2x
Thu, 15 Aug 2024US$390.4bUS$327.3bUS$17.5b12.4x22.3x1.2x
Sat, 13 Jul 2024US$381.3bUS$329.1bUS$23.3b12.3x16.4x1.2x
Mon, 10 Jun 2024US$374.3bUS$329.4bUS$23.2b10.7x16.1x1.1x
Wed, 08 May 2024US$370.3bUS$330.4bUS$22.4b12.5x16.5x1.1x
Fri, 05 Apr 2024US$381.3bUS$330.5bUS$21.6b14x17.7x1.2x
Sun, 03 Mar 2024US$386.8bUS$333.9bUS$21.2b15.8x18.2x1.2x
Tue, 30 Jan 2024US$423.9bUS$333.0bUS$23.4b14x18.1x1.3x
Thu, 28 Dec 2023US$416.2bUS$332.3bUS$23.1b13.1x18x1.3x
Sat, 25 Nov 2023US$401.8bUS$332.8bUS$23.2b12.6x17.3x1.2x
Mon, 23 Oct 2023US$409.5bUS$334.3bUS$15.7b14.7x26.1x1.2x
Wed, 20 Sep 2023US$433.3bUS$334.3bUS$15.7b15x27.7x1.3x
Fri, 18 Aug 2023US$434.8bUS$334.2bUS$15.7b15.7x27.6x1.3x
Sun, 16 Jul 2023US$426.4bUS$334.8bUS$17.3b14.7x24.6x1.3x
Tue, 13 Jun 2023US$404.9bUS$334.8bUS$17.3b14.4x23.4x1.2x
Thu, 11 May 2023US$387.7bUS$334.7bUS$17.5b14.7x22.1x1.2x
Price to Earnings Ratio

22.1x


Total Market Cap: US$387.7bTotal Earnings: US$17.5bTotal Revenue: US$334.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 12.8x202420252026
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 Market0.91%
Telecom3.11%
Media0.26%
Broadcasting0.81%
Advertising0.67%
Cable and Satellite0.20%
Publishing-1.02%
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 19.2%, 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 43% over the next 5 years.
  • This is better than its past earnings decline of 18% 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
PSKY Paramount SkydanceUS$11.094.7%
+US$563.7m		-1.4%PS0.4x
TTD Trade DeskUS$24.244.8%
+US$517.1m		-56.3%PE25.7x
SATS EchoStarUS$123.181.3%
+US$447.8m		415.8%PS2.4x
OMC Omnicom GroupUS$76.921.2%
+US$260.7m		-0.2%PE348x
SIRI Sirius XM HoldingsUS$27.222.5%
+US$227.4m		27.9%PE10.8x

Latest News

NYT
US$78.72
New York Times
7D
-1.1%
1Y
50.6%
NXST
US$202.37
Nexstar Media Group
7D
-1.2%
1Y
30.3%
CABO
US$75.01
Cable One
7D
-24.8%
1Y
-57.2%
CHTR
US$171.74
Charter Communications
7D
-1.6%
1Y
-56.4%
SIRI
US$27.22
Sirius XM Holdings
7D
2.5%
1Y
27.9%
STGW
US$6.36
Stagwell
7D
-6.5%
1Y
11.0%

STGW: AI Search Execution And Buybacks Will Shape Fairly Valued Outlook

Narrative Update on Stagwell Analyst price targets for Stagwell have shifted modestly, with recent updates ranging between $7 and $8 as analysts factor in revised FY26 net revenue and AEBITDA estimates, as well as ongoing progress on client churn reduction and new business wins. Analyst Commentary Recent research updates on Stagwell show a mixed picture, with some analysts lifting price targets in response to revised FY26 net revenue and AEBITDA estimates, while others have trimmed expectations ahead of key catalysts such as the Q4 report.
SATS
US$123.18
EchoStar
7D
1.3%
1Y
415.8%

SATS: Future View Will Balance Buybacks Index Shift And Going Concern Risk

EchoStar's updated analyst price target now sits at $120. Analysts largely tie the unchanged headline figure to modest tweaks in the discount rate, revenue outlook, profit margin, and assumed future P/E that fine tune rather than overhaul their prior valuation work.
OMC
US$76.92
Omnicom Group
7D
1.2%
1Y
-0.2%

Omnicom Group Inc. Just Recorded A 5.6% Revenue Beat: Here's What Analysts Think

May 02
Omnicom Group Inc. Just Recorded A 5.6% Revenue Beat: Here's What Analysts Think
NIQ
US$10.40
NIQ Global Intelligence
7D
-8.0%
1Y
n/a
MGNI
US$13.72
Magnite
7D
5.3%
1Y
12.8%

MGNI: CTV And AI Partnerships Will Drive Future Upside Potential

The Magnite analyst price target edges slightly higher to about $22.21 from $22.07 as analysts factor in resilient CTV trends, recent quarterly execution, and recalibrated adtech multiples, even as several firm level targets move lower in the near term. Analyst Commentary Recent Street research shows analysts trimming Magnite price targets, while still generally pointing to solid execution and a constructive view on connected TV, or CTV, growth potential.
TTD
US$24.24
Trade Desk
7D
4.8%
1Y
-56.3%

TTD: Agency Audits And Competitive Pressures Will Restrain Future Ad Platform Execution

Analysts have trimmed Trade Desk's average price target, with several firms cutting targets by $1 to $13 to reflect softer near term ad spend in key verticals and rising concern about competitive and agency related pressures. Analyst Commentary Recent research on Trade Desk shows a clear tilt toward more cautious views, with many price targets reset lower following the latest guidance and advertising trends.
IHRT
US$6.33
iHeartMedia
7D
20.6%
1Y
502.9%
VSNT
US$40.83
Versant Media Group
7D
2.3%
1Y
n/a
FOXA
US$63.35
Fox
7D
-0.8%
1Y
28.6%

FOXA: World Cup And Election Advertising Will Offset Higher NFL Rights Costs

Analysts have trimmed their aggregate price target on Fox, with several recent cuts from BofA, Wells Fargo, Goldman Sachs and Barclays. These changes reflect higher perceived risk around upcoming NFL rights costs and mixed views on advertising and sports betting upside.
NWSA
US$26.24
News
7D
-0.6%
1Y
-5.3%
PSKY
US$11.09
Paramount Skydance
7D
4.7%
1Y
-1.4%