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U.S. Media Industry Analysis

UpdatedAug 08, 2026
DataAggregated Company Financials
Companies122
  • 7D-2.9%
  • 3M-14.8%
  • 1Y-14.8%
  • YTD-28.3%

Over the last 7 days, the Media industry has dropped 2.9%, driven by AppLovin declining 12%. Meanwhile, Fox actually outperformed within the industry, gaining 10.0% in the last week. Overall the industry is down 15% in 12 months. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 08 Aug 2026US$303.7bUS$212.7bUS$1.2b21.5x243.1x1.4x
Mon, 06 Jul 2026US$193.7bUS$204.4b-US$9,506,584,019.7124x-20.4x0.9x
Wed, 03 Jun 2026US$206.8bUS$204.5b-US$9,588,709,311.1322.7x-21.6x1x
Fri, 01 May 2026US$205.4bUS$204.9b-US$10,069,167,238.8115.4x-20.4x1x
Sun, 29 Mar 2026US$205.5bUS$202.7b-US$9,874,022,606.2214.2x-20.8x1x
Tue, 24 Feb 2026US$215.4bUS$206.5b-US$7,070,919,383.3314x-30.5x1x
Thu, 22 Jan 2026US$226.4bUS$206.3b-US$1,913,174,492.5314.4x-118.3x1.1x
Sat, 20 Dec 2025US$343.2bUS$324.0bUS$19.5b16x17.6x1.1x
Mon, 17 Nov 2025US$319.5bUS$332.7bUS$20.2b16.1x15.8x1x
Wed, 15 Oct 2025US$343.6bUS$330.4bUS$31.2b19.6x11x1x
Fri, 12 Sep 2025US$354.7bUS$330.6bUS$31.2b20.4x11.4x1.1x
Sun, 10 Aug 2025US$314.8bUS$301.8bUS$31.6b20.7x10x1x
Tue, 08 Jul 2025US$390.7bUS$331.6bUS$19.5b17.2x20x1.2x
Thu, 05 Jun 2025US$371.6bUS$331.6bUS$19.5b17.2x19.1x1.1x
Sat, 03 May 2025US$353.4bUS$334.0bUS$19.9b14.8x17.8x1.1x
Mon, 31 Mar 2025US$370.4bUS$334.2bUS$20.5b14.1x18.1x1.1x
Wed, 26 Feb 2025US$378.3bUS$331.9bUS$16.8b15.4x22.5x1.1x
Fri, 24 Jan 2025US$399.0bUS$329.9bUS$15.2b14.5x26.3x1.2x
Sun, 22 Dec 2024US$406.3bUS$329.9bUS$15.2b14.1x26.7x1.2x
Tue, 19 Nov 2024US$428.8bUS$330.0bUS$15.2b14.6x28.2x1.3x
Thu, 17 Oct 2024US$410.0bUS$318.7bUS$16.6b14.1x24.7x1.3x
Sat, 14 Sep 2024US$384.9bUS$318.3bUS$16.7b13.5x23.1x1.2x
Mon, 12 Aug 2024US$391.8bUS$327.3bUS$17.5b14.5x22.3x1.2x
Wed, 10 Jul 2024US$372.5bUS$329.1bUS$23.3b12x16x1.1x
Fri, 07 Jun 2024US$378.6bUS$329.4bUS$23.2b11.2x16.3x1.1x
Sun, 05 May 2024US$369.0bUS$330.4bUS$22.2b12.3x16.6x1.1x
Tue, 02 Apr 2024US$393.5bUS$330.6bUS$21.6b14.3x18.2x1.2x
Thu, 29 Feb 2024US$387.9bUS$319.7bUS$22.0b12.9x17.6x1.2x
Sat, 27 Jan 2024US$418.9bUS$333.0bUS$23.4b14x17.9x1.3x
Mon, 25 Dec 2023US$412.7bUS$332.3bUS$23.1b13.4x17.9x1.2x
Wed, 22 Nov 2023US$398.7bUS$332.8bUS$23.2b12.5x17.2x1.2x
Fri, 20 Oct 2023US$413.8bUS$334.3bUS$15.7b14.6x26.4x1.2x
Sun, 17 Sep 2023US$434.6bUS$334.3bUS$15.7b14.9x27.7x1.3x
Tue, 15 Aug 2023US$439.8bUS$334.2bUS$15.6b15.6x28.1x1.3x
Price to Earnings Ratio

28.1x


Total Market Cap: US$439.8bTotal Earnings: US$15.6bTotal Revenue: US$334.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 10.2x202420252026
Current Industry PE
  • Investors are optimistic on the American Media industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 243x which is higher than its 3-year average PE of 10.2x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Media industry have declined 57% per year over the last three years,
  • Revenues have also declined 14% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

US Market4.05%
Telecom4.41%
Media-2.86%
Broadcasting10.14%
Cable and Satellite5.38%
Publishing-4.52%
Advertising-8.47%
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 24.3%, which is higher than its past year's earnings decline of 48.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Broadcasting industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings decline of 49% per year.
  • In contrast, the Publishing industry is expected to see its earnings grow by 12% 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
FOXA FoxUS$64.0310.0%
+US$2.4b		18.5%PE15.9x
OMC Omnicom GroupUS$85.248.3%
+US$1.8b		16.9%PE59.9x
ECHO EchoStarUS$90.047.1%
+US$1.8b		232.5%PS1.8x
PSKY Paramount SkydanceUS$9.1915.5%
+US$1.4b		-12.6%PS0.4x
CHTR Charter CommunicationsUS$152.575.2%
+US$905.3m		-40.5%PE3.7x

Latest News

TTD
US$13.80
Trade Desk
7D
-23.5%
1Y
-74.6%
NWSA
US$28.52
News
7D
3.5%
1Y
0%
FOXA
US$64.03
Fox
7D
10.0%
1Y
18.5%
CRTO
US$18.38
Criteo
7D
-15.8%
1Y
n/a
TDAY
US$7.25
USA TODAY
7D
-16.6%
1Y
86.4%
TTGT
US$3.84
TechTarget
7D
-14.5%
1Y
-39.3%
PSKY
US$9.19
Paramount Skydance
7D
15.5%
1Y
-12.6%
Narrative Update • Aug 07

PSKY: Warner Deal Legal Outcome Will Reshape Perceived Merger Upside

Analysts have reduced their average price target for Paramount Skydance to about $10.12 from $11.79. This reflects updated assumptions for a higher discount rate, slightly softer revenue growth, modestly stronger profit margins, a lower future P/E multiple, and the recent wave of Street target cuts tied to uncertainty around the Warner Bros.
NYT
US$63.54
New York Times
7D
-15.2%
1Y
10.5%
Narrative Update • Aug 07

NYT: Future Returns Will Depend On Digital Scale And Premium P E Resilience

The New York Times analyst price target has been revised down to $63 from $66 as analysts factor in higher required returns, slightly more cautious revenue growth assumptions, and a modestly higher future P/E multiple. Analyst Commentary Recent research on The New York Times shows a cluster of reduced price targets, even as ratings remain generally positive or neutral.
MGNI
US$24.72
Magnite
7D
28.1%
1Y
10.0%
Narrative Update • Aug 06

MGNI: CTV And Agentic Ad Infrastructure Support Balanced Future Upside Potential

Analysts lifted the fair value estimate for Magnite to $26.60 from $22.21 as they responded to a series of higher Street price targets that cite strong recent results, improving margins, and the company’s role in supporting agentic and connected TV ads. Analyst Commentary Street research on Magnite remains skewed toward a positive view, with several bullish analysts lifting price targets after recent quarterly results and product developments.
APP
US$346.80
AppLovin
7D
-12.4%
1Y
-23.9%
Narrative Update • Aug 06

APP: Buybacks And Officer Exculpation Will Support Post Selloff Recovery

Analysts have trimmed their fair value estimate for AppLovin from about $852.42 to $813.93 as they apply a higher discount rate and slightly adjust long term assumptions on revenue growth, profit margin and future P/E expectations. What’s in the News for AppLovin AppLovin reported Q2 revenue of about US$1.92b versus Wall Street estimates of US$1.94b, while earnings per share of US$3.76 came in above the estimated US$3.67.
ADV
US$28.17
Advantage Solutions
7D
-28.2%
1Y
-38.8%
ECHO
US$90.04
EchoStar
7D
7.1%
1Y
232.5%
Narrative Update • Aug 04

ECHO: SpaceX Stake And Spectrum Monetization Will Drive Future Upside Potential

Analysts have reduced their EchoStar fair value estimate by $5 to $156. This change reflects lower Street price targets in the $115 to $137 range and updated views on subscriber trends, margin expectations, and the higher discount rate applied to the stock.
OMC
US$85.24
Omnicom Group
7D
8.3%
1Y
16.9%
Seeking Alpha • Aug 01

Omnicom: A Cheap Market Leader With Growth, Synergies, And Buybacks

Summary Omnicom is rated Buy, offering a 4% dividend, an active $5B buyback, and significant post-merger scale after acquiring Interpublic. OMC delivered 6.1% organic growth and 29.3% YoY adjusted EPS growth, with margin expansion driven by merger synergies and disciplined cost savings. Management targets $900M in cost savings by 2026 and $1.5B by mid-2028, with 75–80% of near-term savings expected to flow through earnings. Valuation is compelling at ~7.5x forward adjusted earnings, with a base-case total return of ~20% despite risks from AI disruption, leverage, and integration. Read the full article on Seeking Alpha
CHTR
US$152.57
Charter Communications
7D
5.2%
1Y
-40.5%
LFTO
US$25.73
Liftoff Mobile
7D
15.9%
1Y
n/a
TJGC
US$3.65
TJGC Group
7D
-30.6%
1Y
-36.0%