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U.S. Media Industry Analysis

UpdatedAug 10, 2026
DataAggregated Company Financials
Companies122
  • 7D-3.0%
  • 3M-14.9%
  • 1Y-13.4%
  • YTD-27.9%

Over the last 7 days, the Media industry has dropped 3.0%, driven by a pullback from AppLovin of 15%. Meanwhile, Fox actually outperformed within the industry, gaining 9.1% in the last week. However, the industry is down 13% over the past year. Looking forward, 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
Mon, 10 Aug 2026US$308.4bUS$212.8bUS$1.3b21.5x230.3x1.4x
Wed, 08 Jul 2026US$192.4bUS$204.4b-US$9,506,590,406.1722.5x-20.2x0.9x
Fri, 05 Jun 2026US$196.5bUS$204.5b-US$9,588,692,542.2023.5x-20.5x1x
Sun, 03 May 2026US$210.2bUS$205.7b-US$10,168,746,094.6414.3x-20.7x1x
Tue, 31 Mar 2026US$205.5bUS$202.7b-US$10,080,843,849.9214.9x-20.4x1x
Thu, 26 Feb 2026US$212.3bUS$206.5b-US$7,073,915,196.4014.1x-30x1x
Sat, 24 Jan 2026US$233.0bUS$206.3b-US$1,913,175,382.9814.4x-121.8x1.1x
Mon, 22 Dec 2025US$347.2bUS$324.0bUS$19.5b16x17.8x1.1x
Wed, 19 Nov 2025US$317.0bUS$332.7bUS$20.1b16.1x15.7x1x
Fri, 17 Oct 2025US$347.2bUS$330.4bUS$31.2b19.3x11.1x1.1x
Sun, 14 Sep 2025US$361.5bUS$330.6bUS$31.2b20.2x11.6x1.1x
Tue, 12 Aug 2025US$326.2bUS$330.5bUS$31.6b20.7x10.3x1x
Thu, 10 Jul 2025US$387.4bUS$331.6bUS$19.5b18.1x19.8x1.2x
Sat, 07 Jun 2025US$366.5bUS$331.6bUS$19.5b17.3x18.8x1.1x
Mon, 05 May 2025US$349.3bUS$334.0bUS$19.9b15x17.6x1x
Wed, 02 Apr 2025US$373.3bUS$334.2bUS$20.5b14.3x18.2x1.1x
Fri, 28 Feb 2025US$369.9bUS$336.3bUS$20.1b14.9x18.4x1.1x
Sun, 26 Jan 2025US$398.0bUS$329.9bUS$15.2b13.6x26.2x1.2x
Tue, 24 Dec 2024US$406.2bUS$329.9bUS$15.2b13.9x26.7x1.2x
Thu, 21 Nov 2024US$426.8bUS$330.0bUS$15.2b15.3x28x1.3x
Sat, 19 Oct 2024US$410.2bUS$318.7bUS$16.6b14x24.7x1.3x
Mon, 16 Sep 2024US$389.4bUS$318.3bUS$16.7b13.5x23.4x1.2x
Wed, 14 Aug 2024US$384.9bUS$327.3bUS$17.6b12.4x21.9x1.2x
Fri, 12 Jul 2024US$374.5bUS$329.1bUS$23.3b12.2x16.1x1.1x
Sun, 09 Jun 2024US$374.3bUS$329.4bUS$23.2b10.7x16.1x1.1x
Tue, 07 May 2024US$372.0bUS$330.4bUS$22.2b12.3x16.7x1.1x
Thu, 04 Apr 2024US$381.4bUS$330.5bUS$21.6b14.1x17.7x1.2x
Sat, 02 Mar 2024US$388.7bUS$333.9bUS$21.2b15.8x18.3x1.2x
Mon, 29 Jan 2024US$423.9bUS$333.0bUS$23.4b14x18.1x1.3x
Wed, 27 Dec 2023US$412.7bUS$332.3bUS$23.1b12.8x17.9x1.2x
Fri, 24 Nov 2023US$398.4bUS$332.8bUS$23.2b12.5x17.2x1.2x
Sun, 22 Oct 2023US$409.6bUS$334.3bUS$15.7b14.7x26.1x1.2x
Tue, 19 Sep 2023US$434.6bUS$334.3bUS$15.7b15.1x27.7x1.3x
Thu, 17 Aug 2023US$434.9bUS$334.2bUS$15.7b15.9x27.6x1.3x
Price to Earnings Ratio

27.6x


Total Market Cap: US$434.9bTotal Earnings: US$15.7bTotal Revenue: US$334.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Media Industry Price to Earnings3Y Average 10.6x202420252026
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 230x which is higher than its 3-year average PE of 10.6x.
  • 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 56% 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 Market2.74%
Telecom1.33%
Media-3.01%
Broadcasting8.91%
Cable and Satellite4.92%
Publishing-4.50%
Advertising-8.33%
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 23.6%, 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 11% 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$64.039.1%
+US$2.2b		17.5%PE15.9x
OMC Omnicom GroupUS$85.247.5%
+US$1.6b		16.9%PE59.9x
ECHO EchoStarUS$90.045.2%
+US$1.3b		227.7%PS1.8x
PSKY Paramount SkydanceUS$9.1911.8%
+US$1.1b		-9.2%PS0.4x
CHTR Charter CommunicationsUS$152.575.9%
+US$1.0b		-41.0%PE3.7x

Latest News

CRTO
US$18.38
Criteo
7D
-14.0%
1Y
n/a
Seeking Alpha • 5h

Criteo: No Light At The End Of The Tunnel As Top Line Deteriorates (Rating Downgrade)

Summary Criteo is downgraded to a sell after a dismal Q2 and sharp guidance cut, signaling a value trap. CRTO now expects a -10% to -12% decline in contribution ex-TAC, with both Retail Media and Performance Media segments deteriorating. Adjusted EBITDA margin guidance drops to 30%, but recent trends make even this lowered target appear at risk. Despite a new partnership with OpenAI, CRTO's execution issues and client churn outweigh any AI-driven upside; I recommend avoiding the stock. Read the full article on Seeking Alpha
TDAY
US$7.25
USA TODAY
7D
-19.4%
1Y
87.8%
MGNI
US$24.72
Magnite
7D
26.3%
1Y
11.9%
FOXA
US$64.03
Fox
7D
9.1%
1Y
17.5%
TTD
US$13.80
Trade Desk
7D
-24.6%
1Y
-74.0%
OPTU
US$0.77
Optimum Communications
7D
-10.4%
1Y
-62.5%
SIRI
US$29.91
Sirius XM Holdings
7D
-1.5%
1Y
42.8%
PSKY
US$9.19
Paramount Skydance
7D
11.8%
1Y
-9.2%
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
-15.8%
1Y
10.3%
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.
APP
US$346.80
AppLovin
7D
-14.6%
1Y
-25.5%
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.
IBTA
US$38.42
Ibotta
7D
56.3%
1Y
21.4%
ADV
US$28.17
Advantage Solutions
7D
-29.0%
1Y
-40.2%
ECHO
US$90.04
EchoStar
7D
5.2%
1Y
227.7%
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
7.5%
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
5.9%
1Y
-41.0%
LFTO
US$25.73
Liftoff Mobile
7D
14.7%
1Y
n/a