Narrative Update • May 23
Over the last 7 days, the Media industry has remained flat, although notably Omnicom Group gained 5.8%. As for the longer term, the industry has declined 16% in the last year. Looking forward, earnings are forecast to grow by 37% annually.
Has the U.S. Media Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 24 May 2026 | US$201.9b | US$205.2b | -US$9,565,378,947.39 | 25.5x | -21.1x | 1x |
| Tue, 21 Apr 2026 | US$225.9b | US$202.4b | -US$10,126,101,493.28 | 15.4x | -22.3x | 1.1x |
| Thu, 19 Mar 2026 | US$215.4b | US$205.8b | -US$9,995,880,711.63 | 16.5x | -21.5x | 1x |
| Sat, 14 Feb 2026 | US$209.8b | US$205.3b | -US$5,685,527,357.23 | 14.6x | -36.9x | 1x |
| Mon, 12 Jan 2026 | US$234.1b | US$206.3b | -US$1,911,487,927.85 | 14.8x | -122.5x | 1.1x |
| Wed, 10 Dec 2025 | US$317.0b | US$324.0b | US$19.5b | 15.6x | 16.2x | 1x |
| Fri, 07 Nov 2025 | US$325.7b | US$329.1b | US$21.1b | 16.8x | 15.5x | 1x |
| Sun, 05 Oct 2025 | US$362.2b | US$330.4b | US$31.2b | 20.8x | 11.6x | 1.1x |
| Tue, 02 Sep 2025 | US$360.5b | US$330.5b | US$31.2b | 22.1x | 11.6x | 1.1x |
| Thu, 31 Jul 2025 | US$353.5b | US$331.7b | US$18.9b | 17.5x | 18.7x | 1.1x |
| Sat, 28 Jun 2025 | US$375.0b | US$331.6b | US$19.5b | 17.8x | 19.2x | 1.1x |
| Mon, 26 May 2025 | US$371.8b | US$330.9b | US$19.5b | 16.7x | 19.1x | 1.1x |
| Wed, 23 Apr 2025 | US$330.8b | US$334.4b | US$20.4b | 13.6x | 16.2x | 1x |
| Fri, 21 Mar 2025 | US$373.2b | US$334.2b | US$20.5b | 13.8x | 18.2x | 1.1x |
| Sun, 16 Feb 2025 | US$378.3b | US$331.7b | US$16.8b | 14.9x | 22.5x | 1.1x |
| Tue, 14 Jan 2025 | US$387.1b | US$329.9b | US$15.2b | 13.8x | 25.5x | 1.2x |
| Thu, 12 Dec 2024 | US$424.4b | US$329.7b | US$15.3b | 14.9x | 27.7x | 1.3x |
| Sat, 09 Nov 2024 | US$448.7b | US$330.5b | US$15.2b | 14.3x | 29.5x | 1.4x |
| Mon, 07 Oct 2024 | US$398.7b | US$318.4b | US$16.6b | 13.3x | 24x | 1.3x |
| Wed, 04 Sep 2024 | US$400.0b | US$327.3b | US$17.5b | 13x | 22.8x | 1.2x |
| Fri, 02 Aug 2024 | US$405.6b | US$328.5b | US$22.8b | 13.7x | 17.8x | 1.2x |
| Sun, 30 Jun 2024 | US$379.5b | US$329.2b | US$23.3b | 11.8x | 16.3x | 1.2x |
| Tue, 28 May 2024 | US$374.8b | US$329.4b | US$23.1b | 11x | 16.2x | 1.1x |
| Thu, 25 Apr 2024 | US$369.1b | US$330.7b | US$21.7b | 14x | 17x | 1.1x |
| Sat, 23 Mar 2024 | US$387.5b | US$330.7b | US$21.6b | 15.6x | 17.9x | 1.2x |
| Mon, 19 Feb 2024 | US$385.1b | US$318.6b | US$22.7b | 13.2x | 17x | 1.2x |
| Wed, 17 Jan 2024 | US$403.8b | US$332.3b | US$23.2b | 13.2x | 17.4x | 1.2x |
| Fri, 15 Dec 2023 | US$408.2b | US$332.7b | US$23.2b | 13.4x | 17.6x | 1.2x |
| Sun, 12 Nov 2023 | US$390.5b | US$334.0b | US$22.8b | 11.4x | 17.1x | 1.2x |
| Tue, 10 Oct 2023 | US$423.7b | US$334.1b | US$15.7b | 16x | 27.1x | 1.3x |
| Thu, 07 Sep 2023 | US$427.9b | US$334.3b | US$15.7b | 15.3x | 27.2x | 1.3x |
| Sat, 05 Aug 2023 | US$437.4b | US$335.2b | US$17.1b | 14.9x | 25.6x | 1.3x |
| Mon, 03 Jul 2023 | US$414.8b | US$334.8b | US$17.3b | 14.7x | 23.9x | 1.2x |
| Wed, 31 May 2023 | US$389.3b | US$334.8b | US$17.3b | 13.4x | 22.5x | 1.2x |
22.5x
Which industries have driven the changes within the U.S. Telecom industry?
| US Market | 1.06% | |
| Telecom | -1.40% | |
| Media | 0.52% | |
| Advertising | 5.31% | |
| Broadcasting | 0.76% | |
| Publishing | 0.74% | |
| Cable and Satellite | -2.45% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| OMC Omnicom Group | US$74.93 | 5.8% +US$1.2b | 2.5% | PE339x | |
| SIRI Sirius XM Holdings | US$28.89 | 11.8% +US$1.0b | 32.3% | PE11.5x | |
| PSKY Paramount Skydance | US$10.46 | 5.8% +US$637.9m | -12.6% | PS0.4x | |
| CHTR Charter Communications | US$145.15 | 3.4% +US$592.8m | -64.3% | PE3.6x | |
| TTD Trade Desk | US$22.38 | 5.8% +US$578.2m | -69.7% | PE24.3x |