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TickerSALM
SectorBroadcasting
Mkt cap$11M
EV / EBITDAN/A
PostureDistress Watch
Composite70/100
LensTarget-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1050606

Salem Media Group, Inc.

SALMDISTRESS WATCHDISTRESS LEAN

Salem Media Group, Inc. reads as Distress Watch (composite 70/100); pressure / disclosure signals dominate the posture this cycle · primary market Media & Education.

Lens

Disclosed M&A capital (2023–2025)

N/A

−99%

vs N/A in 2020–2022

Disclosed transactions

N/A

−99%

0/3 active fiscal years in window

Buyer archetype

Consistent Strategic Buyer

Meaningful spend appears across repeat years.

Composite score

70

/100

Distress Watch dominates · Distress Lean

Financial snapshot
Revenue$213M
EBITDAN/A
Enterprise value$65M
EV / Revenue0.3×
EV / EBITDAN/A
P/EN/A
CashN/A
Total debt$180M
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

30/100

Companies actively deploying disclosed capital into M&A

  • $1.4B disclosed buyer spend

Buyer Cadence

8/100

Buyer-side companies with recent filing activity

  • 251 8-Ks

Target Probability

16/100

Issuers showing target-side patterns from filings

  • 23 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 23 activism filings

Pressure Watch

16/100

Issuers facing activism, governance, or control pressure

  • 23 activism filings
  • Latest activism 6.2y ago; heavily discounted

Distress Watch

Dominant
70/100

Issuers showing financial-distress filing patterns

  • 10-Q 925d stale
  • 10-K 1170d stale
  • 23 activism filings

Restatement Risk

0/100

Issuers with accounting-integrity flags from filings

Capital Velocity

62/100

Issuers with the highest filing-activity intensity

  • 251 8-Ks
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $65M
  • 10-Q 925d ago
  • 2 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $1,250M · Peak count: 27

FYDisclosed buysDisclosed spendAvg ticketAudited tier
2025N/AN/AN/AN/A
2024N/AN/AN/AN/A
2023N/AN/AN/AN/A
20225$5M$1MN/A
20215$5M$1MN/A
2020N/A$1.3BN/AN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Geographic Expansion
    20%
  • Horizontal Consolidation
    20%
  • Bolt On
    20%
  • Platform
    20%
  • Tuck In
    20%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • geographic_expansion
  • horizontal_consolidation
  • bolt_on
  • platform
  • tuck_in
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

We realize cost and operating efficiencies by consolidating sales, technical and administrative support, promotional functions, and other shared overhead costs, such as facilities and rent, when possible.

10-KFY2021

We assemble market clusters, or multiple radio stations operating within the same geographic market, to achieve operational efficiencies.

10-KFY2021

we realize cost and operating efficiencies by consolidating sales, technical and administrative support

10-KFY2022

operational efficiencies. Several benefits are achievable when operating market clusters.

10-KFY2022
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Media & Education

Market spend (2023–2025)
$31.8B
Market spend (2020–2022)
$74.8B
Recent vs prior
−57%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

N/AEV / EBITDA

SALM trades at a -14.5-turn discount to the Media & Education peer median of 12.1×.

EV / Revenue
0.3×
Net debt / EBITDA
N/A
Peer median EV / EBITDA
12.1×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
21.6×2.0×-0.2×$8.8B$55M
19.2×1.5×-3.6×$25.6B$196M
4.9×1.8×2.2×$37.2B$100M
3.0×0.2×14.1×$2.1B$14M

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Media & Education. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Buyer landscape.

Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.

Likely buyers

No public buyers surface as a strong target-side fit on current signal.

Likely sellers / divestiture partners

No reciprocal divestiture / strategic-alternatives matches identified.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)272023-03-13
  • 10-Q (quarterly)782023-11-13
  • 8-K (event)2512024-01-25
  • Proxy / DEF 14A392023-04-03
  • Activism (13D / DFAN / PREC)232020-03-24

Signals on file

  • elevated

    Activism on file

    2020-03-24

    23 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.

Salem Media Group, Inc.: Issuer Brief | SE-Cluster