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U.S. Movies and Entertainment Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies123
  • 7D5.1%
  • 3M-4.9%
  • 1Y19.0%
  • YTDn/a

Over the last 7 days, the Movies and Entertainment industry has risen 5.1%, driven by gains from Netflix of 5.6%. In the last 12 months, the industry was up 19%. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

Has the U.S. Movies and Entertainment Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$918.3bUS$264.6bUS$26.9b43.3x34.2x3.5x
Tue, 03 Mar 2026US$950.6bUS$265.7bUS$26.7b45.1x35.6x3.6x
Thu, 29 Jan 2026US$911.6bUS$261.4bUS$25.7b45.1x35.4x3.5x
Sat, 27 Dec 2025US$1.0tUS$259.2bUS$25.2b43.3x40.1x3.9x
Mon, 24 Nov 2025US$972.3bUS$256.8bUS$26.6b42.4x36.5x3.8x
Wed, 22 Oct 2025US$1.1tUS$253.1bUS$25.7b42.7x42.6x4.3x
Fri, 19 Sep 2025US$1.1tUS$253.5bUS$25.7b53x43.5x4.4x
Sun, 17 Aug 2025US$1.1tUS$254.4bUS$25.6b41.5x42.9x4.3x
Tue, 15 Jul 2025US$1.1tUS$249.7bUS$10.5b34.7x103.6x4.4x
Thu, 12 Jun 2025US$1.1tUS$249.5bUS$10.6b31.2x99.3x4.2x
Sat, 10 May 2025US$981.7bUS$247.6bUS$10.1b22.8x96.9x4x
Mon, 07 Apr 2025US$769.8bUS$245.1bUS$5.7b28.6x135.7x3.1x
Wed, 05 Mar 2025US$929.4bUS$251.7bUS$5.5b34.1x168.7x3.7x
Fri, 31 Jan 2025US$918.9bUS$250.3bUS$4.4b36.3x207.1x3.7x
Sun, 29 Dec 2024US$864.4bUS$248.8bUS$3.5b27.6x246.4x3.5x
Tue, 26 Nov 2024US$849.6bUS$249.0bUS$3.5b42.3x240.7x3.4x
Thu, 24 Oct 2024US$743.3bUS$247.0bUS$2.1b33.5x348.2x3x
Sat, 21 Sep 2024US$701.2bUS$246.4bUS$1.5b32.4x476.8x2.8x
Mon, 19 Aug 2024US$667.8bUS$246.5bUS$1.5b27.1x437.3x2.7x
Wed, 17 Jul 2024US$675.9bUS$242.2bUS$6.6b30.8x103x2.8x
Fri, 14 Jun 2024US$674.5bUS$242.7bUS$6.7b27.1x100.2x2.8x
Sun, 12 May 2024US$665.8bUS$242.8bUS$6.3b30x105.1x2.7x
Tue, 09 Apr 2024US$703.9bUS$239.9bUS$6.1b22.4x114.8x2.9x
Thu, 07 Mar 2024US$659.2bUS$238.8bUS$6.4b20.4x102.6x2.8x
Sat, 03 Feb 2024US$620.6bUS$237.2bUS$4.1b19.1x151.7x2.6x
Mon, 01 Jan 2024US$576.8bUS$237.2bUS$3.2b20.6x181.5x2.4x
Wed, 29 Nov 2023US$578.1bUS$237.1bUS$3.2b17.9x180.3x2.4x
Fri, 27 Oct 2023US$487.3bUS$229.9b-US$1,401,130,315.0018.7x-347.8x2.1x
Sun, 24 Sep 2023US$476.1bUS$229.1b-US$1,946,000,872.0016.5x-244.7x2.1x
Tue, 22 Aug 2023US$496.1bUS$229.4b-US$2,712,932,450.0017x-182.9x2.2x
Thu, 20 Jul 2023US$538.0bUS$222.7b-US$3,451,225,264.0020.3x-155.9x2.4x
Sat, 17 Jun 2023US$521.0bUS$222.4b-US$3,420,851,389.0020.3x-152.3x2.3x
Mon, 15 May 2023US$467.6bUS$223.3b-US$3,504,479,925.0023.1x-133.4x2.1x
Wed, 12 Apr 2023US$492.1bUS$210.2b-US$1,623,042,613.0024x-303.2x2.3x
Price to Earnings Ratio

-303.2x


Total Market Cap: US$492.1bTotal Earnings: -US$1,623,042,613.00Total Revenue: US$210.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Movies and Entertainment Industry Price to Earnings3Y Average 60.5x202420252026
Current Industry PE
  • Investors are pessimistic on the American Movies and Entertainment industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 34.2x which is lower than its 3-year average PE of 60.5x.
  • The 3-year average PS ratio of 3.1x is lower than the industry's current PS ratio of 3.5x.
Past Earnings Growth
  • Total earnings for the Movies and Entertainment industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 8.0% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Comparison

How does U.S. Movies and Entertainment compare with similar industries?

US Market3.46%
Telecom6.40%
Entertainment5.22%
Movies and Entertainment5.07%
Interactive Home Entertainment6.31%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
NFLX NetflixUS$98.665.6%
+US$22.1b		15.3%PE37.9x
DIS Walt DisneyUS$96.614.5%
+US$7.4b		15.7%PE14x
SPOT Spotify TechnologyUS$488.973.5%
+US$3.4b		-2.8%PE39.5x
LYV Live Nation EntertainmentUS$155.756.9%
+US$2.3b		28.9%PS1.4x
FWON.K Formula One GroupUS$87.867.6%
+US$1.6b		9.1%PE36.9x

Latest News

TME
US$9.17
Tencent Music Entertainment Group
7D
-2.8%
1Y
-29.2%

TME: Core Monetization And K Content Will Support Future Recovery

The analyst price target for Tencent Music Entertainment Group has been revised slightly lower to reflect a modest fair value adjustment to about $28.87. Analysts cited recent downgrades and reduced targets tied to competitive pressure and less clear near term earnings visibility, partly offset by at least one firm highlighting secure monetization and an overdone share selloff.
RDI
US$1.09
Reading International
7D
-1.8%
1Y
-14.2%
DIS
US$96.61
Walt Disney
7D
4.5%
1Y
15.7%

DIS: IP Strength And New Leadership Will Drive Future Repricing Potential

Analysts have trimmed the Walt Disney analyst price target slightly, reflecting modest adjustments to fair value, discount rate, revenue growth and profit margin assumptions after a series of recent target cuts from Deutsche Bank, Wells Fargo, Guggenheim, Rosenblatt, BofA and Citi, partly offset by a new $130 target from Phillip Securities and a fresh upgrade at Raymond James. Analyst Commentary Recent research on Walt Disney shows a mix of optimism around the company’s assets and execution, alongside caution on valuation and near term fundamentals.
ROKU
US$97.66
Roku
7D
12.1%
1Y
76.7%

ROKU: Neutral Aggregator Role Will Underpin 2026 Advertising Platform Catalysts

Roku's updated analyst price target edges lower to about $126.50, down less than $1 from roughly $127.10. Analysts factor in slightly softer revenue growth and profit margin assumptions while still applying a higher forward P/E based on recent research that highlights the company's "Switzerland-like" streaming position and potential benefits from industry trends and company specific actions.
WMG
US$26.11
Warner Music Group
7D
9.8%
1Y
-11.4%

WMG: AI Catalog Risks Will Ultimately Support Long Term Content Economics

Analysts have nudged their price targets for Warner Music Group lower by a few dollars, citing updated assumptions that combine slightly higher growth expectations with pressure on profit margins and fresh concerns around AI related catalog and market share risks. Analyst Commentary Recent research highlights a mix of optimism about Warner Music Group's growth potential and concern around how new technologies, especially AI, could affect long term value and market share.
NFLX
US$98.66
Netflix
7D
5.6%
1Y
15.3%

NFLX: Higher Pricing And Advertising Will Support Engagement After Warner Bid Exit

Netflix's analyst price targets have recently shifted as analysts factor in updated views on subscriber monetization, 2026 revenue assumptions, and a reset in expected P/E multiples following the decision to walk away from the Warner Bros. Discovery bid, while also incorporating the impact of price increases and advertising trends.
SPOT
US$488.97
Spotify Technology
7D
3.5%
1Y
-2.8%

SPOT: Recurring Price Increases Will Support Future Margin Expansion Potential

Analysts have nudged their price target framework for Spotify higher to $784.59 from $767.84, reflecting slightly firmer assumptions around revenue growth, profit margins, and future P/E in light of a mix of supportive rating actions, incremental price hike expectations, and ongoing debate over AI related risks. Analyst Commentary Recent research on Spotify centers on two themes you should keep in mind: pricing power in Premium subscriptions and how much AI changes the risk profile for the business.
FWON.K
US$87.86
Formula One Group
7D
7.6%
1Y
9.1%

FWON.K: Third Party Race Promotion And 2026 Deals Will Drive Upside Potential

Analysts have trimmed their average price target for Formula One Group by $0.44 to reflect a slightly higher discount rate and slower revenue growth assumptions, partly offset by expectations for stronger profit margins and a lower future P/E multiple informed by recent mixed target moves and rating changes across the Street. Analyst Commentary Recent Street research around Formula One Group shows a mix of optimism and restraint, with several firms fine-tuning price targets and ratings rather than making sweeping calls.
GAIA
US$2.56
Gaia
7D
-6.2%
1Y
-22.4%
PODC
US$2.16
PodcastOne
7D
-0.9%
1Y
42.1%

PODC: Extended Audio Partnerships And Raised Revenue Guidance Will Support Future Upside

Analysts have nudged their price target on PodcastOne higher by $0.03 per share, reflecting slightly adjusted assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News PodcastOne extended its agreement with A+E Networks for exclusive sales and distribution rights to five podcasts, including Cold Case Files, I Survived, American Justice, City Confidential and Ancient Aliens.
LYV
US$155.75
Live Nation Entertainment
7D
6.9%
1Y
28.9%

LYV: DOJ Settlement Progress Will Support Venue Expansion Upside Potential

Live Nation Entertainment's analyst-derived fair value estimate edges up from $182.59 to $183.27 as analysts factor in higher Street price targets clustered around $177 to $204. These are largely tied to relief around a potential DOJ settlement, expectations for continued concert and sponsorship strength, and a greater focus on owned-and-operated venues, while Ticketmaster related changes are viewed as manageable.
ANGX
US$2.99
Angel Studios
7D
-4.5%
1Y
-73.9%
TKO
US$203.76
TKO Group Holdings
7D
7.7%
1Y
46.0%
CPOP
US$0.30
Pop Culture Group
7D
-2.8%
1Y
-43.7%

Take Care Before Diving Into The Deep End On Pop Culture Group Co., Ltd (NASDAQ:CPOP)

Jan 31
Take Care Before Diving Into The Deep End On Pop Culture Group Co., Ltd (NASDAQ:CPOP)
KWM
US$0.48
K Wave Media
7D
-16.6%
1Y
-94.1%
THH
US$0.34
TryHard Holdings
7D
-7.6%
1Y
n/a