Informa (LON:INF) Is Paying Out A Larger Dividend Than Last Year
May 09
U.K. (FTSE) Media Industry Analysis
UpdatedMay 09, 2024
DataAggregated Company Financials
Companies31
- 7D4.1%
- 3M7.6%
- 1Y6.0%
- YTD10.4%
In the last week, the Media industry is up 4.1%, with Informa up 5.7%. Meanwhile, YouGov actually underperformed within the industry, shrinking 5.0% in the last week. This means that the industry has gained 6.0% over the past year. As for the next few years, earnings are expected to grow by 21% per annum.
Industry Valuation and Performance
Has the U.K. Media Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 10 May 2024 | UK£32.0b | UK£28.7b | UK£997.5m | 19.8x | 32.1x | 1.1x |
| Sun, 07 Apr 2024 | UK£30.3b | UK£28.7b | UK£978.8m | 21.3x | 30.9x | 1.1x |
| Tue, 05 Mar 2024 | UK£29.4b | UK£28.8b | UK£804.7m | 31.4x | 36.5x | 1x |
| Thu, 01 Feb 2024 | UK£32.2b | UK£29.6b | UK£1.2b | 20.3x | 27.2x | 1.1x |
| Sat, 30 Dec 2023 | UK£31.9b | UK£29.6b | UK£1.2b | 18.2x | 27x | 1.1x |
| Mon, 27 Nov 2023 | UK£30.3b | UK£29.0b | UK£1.2b | 16.4x | 25.6x | 1x |
| Wed, 25 Oct 2023 | UK£29.1b | UK£29.0b | UK£1.2b | 18x | 24.5x | 1x |
| Fri, 22 Sep 2023 | UK£30.9b | UK£28.9b | UK£1.2b | 20.4x | 26.7x | 1.1x |
| Sun, 20 Aug 2023 | UK£30.1b | UK£28.8b | UK£1.1b | 23.6x | 27.6x | 1x |
| Tue, 18 Jul 2023 | UK£32.3b | UK£27.8b | UK£1.2b | 26.3x | 27.7x | 1.2x |
| Thu, 15 Jun 2023 | UK£32.6b | UK£27.8b | UK£1.2b | 45.3x | 28x | 1.2x |
| Sat, 13 May 2023 | UK£32.9b | UK£27.8b | UK£1.2b | 34.5x | 27.5x | 1.2x |
| Mon, 10 Apr 2023 | UK£33.4b | UK£27.7b | UK£1.1b | 25.2x | 29.6x | 1.2x |
| Wed, 08 Mar 2023 | UK£36.0b | UK£27.3b | UK£1.3b | 16.1x | 26.9x | 1.3x |
| Fri, 03 Feb 2023 | UK£36.8b | UK£26.2b | UK£1.3b | 16.9x | 27.5x | 1.4x |
| Sun, 01 Jan 2023 | UK£38.4b | UK£29.8b | UK£1.6b | 13.6x | 23.8x | 1.3x |
| Tue, 29 Nov 2022 | UK£39.6b | UK£29.6b | UK£1.5b | 20.1x | 26.1x | 1.3x |
| Thu, 27 Oct 2022 | UK£36.7b | UK£29.7b | UK£1.5b | 17.2x | 24x | 1.2x |
| Sat, 24 Sep 2022 | UK£35.1b | UK£29.6b | UK£1.5b | 18.9x | 22.8x | 1.2x |
| Mon, 22 Aug 2022 | UK£38.1b | UK£29.1b | UK£1.6b | 21.7x | 24.2x | 1.3x |
| Wed, 20 Jul 2022 | UK£36.2b | UK£27.5b | UK£1.2b | 22.6x | 31x | 1.3x |
| Fri, 17 Jun 2022 | UK£35.2b | UK£27.4b | UK£1.2b | 21.5x | 30.2x | 1.3x |
| Sun, 15 May 2022 | UK£40.0b | UK£27.2b | UK£1.2b | 25.6x | 33.8x | 1.5x |
| Tue, 12 Apr 2022 | UK£42.9b | UK£26.9b | UK£1.0b | 31.2x | 42.3x | 1.6x |
| Thu, 10 Mar 2022 | UK£42.1b | UK£27.2b | UK£667.2m | 30.2x | 63.1x | 1.5x |
| Sat, 05 Feb 2022 | UK£47.4b | UK£26.6b | UK£499.8m | 27.6x | 94.9x | 1.8x |
| Mon, 03 Jan 2022 | UK£49.1b | UK£26.6b | UK£506.8m | 26.7x | 96.8x | 1.8x |
| Wed, 01 Dec 2021 | UK£48.3b | UK£26.4b | UK£407.6m | 40x | 118.5x | 1.8x |
| Fri, 29 Oct 2021 | UK£50.5b | UK£26.7b | UK£383.2m | 31.2x | 131.9x | 1.9x |
| Sun, 26 Sep 2021 | UK£52.5b | UK£26.7b | UK£354.2m | 24x | 148.3x | 2x |
| Tue, 24 Aug 2021 | UK£52.7b | UK£26.5b | UK£347.0m | 25.7x | 151.9x | 2x |
| Wed, 30 Jun 2021 | UK£50.2b | UK£26.5b | UK£346.1m | 25.2x | 145.1x | 1.9x |
Price to Earnings Ratio
-27.7x
Current Industry PE
- Investors are pessimistic on the British Media 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 32.1x which is lower than its 3-year average PE of 52.0x.
- The 3-year average PS ratio of 1.5x is higher than the industry's current PS ratio of 1.1x.
Past Earnings Growth
- Total earnings for the Media industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 3.4% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the U.K. Telecom industry?
| GB Market | 2.66% | |
| Telecom | 3.02% | |
| Media | 4.14% | |
| Publishing | 7.73% | |
| Advertising | 3.97% | |
| Broadcasting | 3.55% | |
| Cable and Satellite | 0% | |
Industry PE
- Investors are most optimistic about the Advertising industry which is trading above its 3-year average PE ratio of 35.9x.
- Analysts are expecting annual earnings growth of 23.1%, which is higher than its past year's earnings decline of 7.8% per year.
- Investors are most pessimistic about the Publishing industry, which is trading below its 3-year average of 31.7x.
Forecasted Growth
- Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 23% over the next 5 years.
- This is better than its past earnings decline of 7.8% per year.
- In contrast, the Publishing industry is expected to see its earnings growth to stay flat over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| INF Informa | UK£8.52 | 5.9% +UK£634.7m | 21.3% | PE27.5x | |
| WPP WPP | UK£8.31 | 3.4% +UK£289.6m | -6.7% | PE80.8x | |
| ITV ITV | UK£0.77 | 6.7% +UK£190.4m | 1.3% | PE14.5x | |
| FUTR Future | UK£7.75 | 11.0% +UK£87.7m | -26.0% | PE7.8x | |
| TIG Team Internet Group | UK£1.52 | 9.8% +UK£34.0m | 36.9% | PE19.6x |
