Communication Services
55 companies across 10 industries Β· combined market cap $7.25T
Median revenue growth
5.4%
Median operating margin
12.2%
Median fcf margin
14.6%
Median return on capital
8.7%
Median p/e
17.2x
Interactive Media & Services Β· 14
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Alphabet GOOGL | $3.94T | $402.8B | 15.1% | 32.0% | 36.7% | 16.1x | 1.2% |
| Meta Platforms META | $1.65T | $201.0B | 22.2% | 41.4% | 35.5% | 21.9x | 1.0% |
| Reddit RDDT | $29.1B | $2.2B | 69.4% | 20.1% | 119.1% | 33.6x | 4.0% |
| Match Group MTCH | $11.3B | $3.5B | 0.2% | 25.0% | 28.3% | 16.2x | 0.4% |
| Snap SNAP | $10.5B | $5.9B | 10.6% | β9.0% | β14.8% | β | 0.2% |
| People Inc. PPLI | $2.9B | $2.4B | β8.7% | β4.1% | β1.3% | 8.5x | 2.7% |
| CarGurus CARG | $2.9B | $907M | 13.7% | 27.0% | 90.3% | 17.1x | 3.7% |
| Grindr GRND | $2.4B | $440M | 27.6% | 28.7% | 44.3% | 27.4x | 3.0% |
| Trump Media & Technology Group DJT | $1.8B | $3.7M | 1.8% | β15,560.9% | β39.4% | β | 3.2% |
| Rumble RUM | $1.6B | $101M | 5.4% | β125.9% | β | β | 1.8% |
| ZoomInfo GTM | $1.3B | $1.2B | 2.9% | 18.1% | 5.3% | β | 0.9% |
| Yelp YELP | $1.1B | $1.5B | 3.8% | 12.6% | β | 9.6x | 3.4% |
| Tripadvisor TRIP | $1.1B | $1.9B | 3.1% | 4.2% | 8.9% | 156.8x | 2.7% |
| QuinStreet QNST | $961M | $1.3B | 18.3% | 2.7% | 17.4% | 11.8x | 2.1% |
Movies & Entertainment Β· 11
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Netflix NFLX | $276.2B | $45.2B | 15.9% | 29.5% | 36.7% | 19.0x | 1.8% |
| Disney DIS | $196.1B | $94.4B | 3.4% | 18.6% | 11.8% | 23.2x | 0.5% |
| Live Nation Entertainment LYV | $42.3B | $25.2B | 8.8% | 5.0% | β | β | 0.6% |
| Roku ROKU | $24.1B | $4.7B | 15.2% | β0.1% | β | 67.5x | 0.9% |
| TKO Group TKO | $13.1B | $4.7B | β3.1% | 17.6% | 5.9% | β | 2.6% |
| Madison Square Garden Sports MSGS | $9.4B | $1.2B | 11.0% | 2.5% | β | β | 0.2% |
| Sphere Entertainment SPHR | $3.9B | $1.2B | 18.8% | β18.8% | β4.8% | β | 2.4% |
| Lionsgate Studios LION | $3.6B | $2.6B | 1.8% | 3.7% | 8.3% | β | 1.7% |
| IMAX IMAX | $3.0B | $410M | 16.5% | 20.5% | β | 74.1x | 2.0% |
| AMC Entertainment AMC | $2.1B | $4.8B | 4.6% | β0.4% | β0.8% | β | 1.0% |
| Warner Music Group WMG | β | $6.7B | 4.4% | 10.4% | 12.2% | β | 2.6% |
Advertising Β· 5
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| AppLovin APP | $87.7B | $5.5B | 70.0% | 75.8% | 98.2% | 20.0x | 1.5% |
| Omnicom Group OMC | $22.8B | $17.3B | 10.1% | 2.6% | 2.0% | 80.3x | 0.1% |
| The Trade Desk TTD | $6.1B | $2.9B | 18.5% | 20.4% | β | 15.7x | 1.2% |
| DoubleVerify DV | $2.1B | $748M | 13.9% | 10.6% | β | 38.7x | 0.1% |
| Ziff Davis ZD | $2.1B | $1.5B | 3.5% | 12.6% | 6.0% | 3.3x | 0.1% |
Wireless Telecommunication Services Β· 4
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| T-Mobile US TMUS | $158.6B | $88.3B | 8.5% | 20.7% | 9.8% | 15.3x | 7.7% |
| EchoStar ECHO | $31.3B | $15.0B | β5.2% | β118.1% | β39.9% | β | 3.8% |
| AST SpaceMobile ASTS | $11.9B | $70.9M | 1,511.8% | β | β | β | 2.6% |
| Shenandoah Telecommunications SHEN | $575M | $358M | 9.1% | β6.5% | β1.3% | β | 0.5% |
Cable & Satellite Β· 4
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Comcast CMCSA | $80.8B | $123.7B | β0.0% | 16.7% | 8.9% | 7.2x | 0.7% |
| Charter Communications CHTR | $13.2B | $54.8B | β0.6% | 23.6% | 8.7% | 2.8x | 2.8% |
| Versant Media Group VSNT | $4.4B | $6.7B | β5.3% | 19.0% | 8.7% | β | 2.7% |
| Liberty Global LBTYA | $2.7B | $4.9B | 12.4% | β0.5% | β0.1% | β | 3.4% |
Broadcasting Β· 4
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Warner Bros. Discovery WBD | $79.7B | $37.3B | β5.2% | 2.0% | 0.6% | β | οΏ½οΏ½ |
| Fox FOXA | $29.2B | $17.1B | 5.1% | β | 14.8% | 17.3x | 2.4% |
| SiriusXM SIRI | $9.4B | $8.6B | β1.6% | 17.2% | 5.3% | 11.1x | 0.3% |
| Nexstar Media Group NXST | $5.2B | $4.9B | β8.5% | 17.2% | 5.6% | 31.8x | 0.8% |
Alternative Carriers Β· 4
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Iridium Communications IRDM | $4.8B | $872M | 4.9% | 27.1% | 8.7% | 29.4x | 1.4% |
| Lumen Technologies LUMN | $4.6B | $12.4B | β5.4% | β6.6% | β3.9% | β | 2.5% |
| Uniti Group UNIT | $1.3B | $2.2B | 91.5% | 11.7% | 4.0% | 1.0x | 2.3% |
| Cogent Communications CCOI | $362M | $976M | β5.8% | β10.4% | β3.8% | β | 2.5% |
Integrated Telecommunication Services Β· 3
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Verizon VZ | $186.3B | $138.2B | 2.5% | 21.2% | 9.4% | 11.6x | 1.2% |
| AT&T T | $143.2B | $125.6B | 2.7% | 19.2% | 8.7% | 11.3x | 8.0% |
| Telephone and Data Systems TDS | $4.1B | $1.2B | β5.3% | β7.9% | β1.5% | 11.7x | 1.6% |
Interactive Home Entertainment Β· 3
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Take-Two Interactive TTWO | $37.9B | $6.7B | 18.2% | β1.6% | β2.0% | β | 2.0% |
| Roblox RBLX | $37.9B | $4.9B | 35.8% | β25.2% | β | β | 2.0% |
| Pinterest PINS | $12.6B | $4.2B | 15.8% | 7.6% | 13.2% | 65.7x | 2.7% |
Publishing Β· 3
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| News NWSA | $17.2B | $9.0B | 6.8% | β | 8.9% | 29.8x | 1.1% |
| New York Times NYT | $11.3B | $2.8B | 9.2% | 15.3% | 23.8% | 29.0x | 0.2% |
| John Wiley & Sons WLY | $2.7B | $1.7B | β0.1% | 16.5% | 19.0% | 14.5x | 0.3% |