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U.K. (FTSE) Media Industry Analysis

UpdatedApr 02, 2026
DataAggregated Company Financials
Companies27
  • 7D-0.4%
  • 3M-15.7%
  • 1Y-17.8%
  • YTD-14.7%

In the last week, the Media industry is flat overall, with Future standing out by going down 32%. Unfortunately though, the industry is down 18% over the past 12 months. Looking forward, earnings are forecast to grow by 30% annually.

Industry Valuation and Performance

Has the U.K. Media Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Apr 2026UK£20.3bUK£33.0b-UK£62,615,304.2214.1x-323.6x0.6x
Sat, 28 Feb 2026UK£23.1bUK£32.4b-UK£192,754,050.4616x-119.8x0.7x
Mon, 26 Jan 2026UK£24.6bUK£32.9bUK£403.8m15.1x60.9x0.7x
Wed, 24 Dec 2025UK£23.9bUK£33.0bUK£403.8m14.4x59.2x0.7x
Fri, 21 Nov 2025UK£23.8bUK£33.2bUK£416.1m13.7x57.2x0.7x
Sun, 19 Oct 2025UK£24.2bUK£33.1bUK£418.2m13.6x57.9x0.7x
Tue, 16 Sep 2025UK£25.2bUK£33.2bUK£455.3m12.2x55.3x0.8x
Thu, 14 Aug 2025UK£24.6bUK£33.3bUK£482.0m13x51x0.7x
Sat, 12 Jul 2025UK£25.0bUK£33.7bUK£1.1b11.8x23.7x0.7x
Mon, 09 Jun 2025UK£25.4bUK£33.5bUK£1.1b11.1x24.2x0.8x
Wed, 07 May 2025UK£24.8bUK£33.6bUK£1.1b12.2x22.7x0.7x
Fri, 04 Apr 2025UK£24.2bUK£33.6bUK£1.1b11.9x21.8x0.7x
Sun, 02 Mar 2025UK£27.8bUK£28.3bUK£1.6b12.9x17.4x1x
Tue, 28 Jan 2025UK£29.5bUK£28.7bUK£1.3b15.9x23.1x1x
Thu, 26 Dec 2024UK£30.1bUK£28.7bUK£1.3b15x23.5x1x
Sat, 23 Nov 2024UK£28.9bUK£28.7bUK£1.3b15.1x22.4x1x
Mon, 21 Oct 2024UK£28.5bUK£28.5bUK£1.3b17.4x22.3x1x
Wed, 18 Sep 2024UK£29.9bUK£28.8bUK£1.3b16.7x23.4x1x
Fri, 16 Aug 2024UK£30.0bUK£28.9bUK£1.3b18x23.6x1x
Sun, 14 Jul 2024UK£30.6bUK£28.7bUK£998.3m19.6x30.6x1.1x
Tue, 11 Jun 2024UK£31.2bUK£28.7bUK£999.5m19x31.2x1.1x
Thu, 09 May 2024UK£32.0bUK£28.7bUK£997.5m19.8x32.1x1.1x
Sat, 06 Apr 2024UK£30.3bUK£28.7bUK£978.8m21.3x30.9x1.1x
Mon, 04 Mar 2024UK£29.7bUK£28.8bUK£804.9m31.4x36.8x1x
Wed, 31 Jan 2024UK£32.5bUK£29.6bUK£1.2b20.8x27.4x1.1x
Fri, 29 Dec 2023UK£31.8bUK£29.6bUK£1.2b18.2x26.9x1.1x
Sun, 26 Nov 2023UK£30.3bUK£29.0bUK£1.2b16.4x25.6x1x
Tue, 24 Oct 2023UK£29.1bUK£29.0bUK£1.2b18.1x24.5x1x
Thu, 21 Sep 2023UK£30.8bUK£28.9bUK£1.2b20.4x26.6x1.1x
Sat, 19 Aug 2023UK£30.1bUK£28.8bUK£1.1b23.6x27.6x1x
Mon, 17 Jul 2023UK£32.4bUK£27.8bUK£1.2b33.7x27.8x1.2x
Wed, 14 Jun 2023UK£32.8bUK£27.8bUK£1.2b46.6x28.1x1.2x
Fri, 12 May 2023UK£32.9bUK£27.8bUK£1.2b34.3x27.5x1.2x
Sun, 09 Apr 2023UK£33.4bUK£27.7bUK£1.1b25.2x29.6x1.2x
Price to Earnings Ratio

29.6x


Total Market Cap: UK£33.4bTotal Earnings: UK£1.1bTotal Revenue: UK£27.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Media Industry Price to Earnings3Y Average 27.6x202420252026
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 close to its 3-year average PS ratio of 0.95x.
Past Earnings Growth
  • Total earnings for the Media industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 6.0% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.K. Telecom industry?

GB Market2.42%
Telecom0.70%
Media-0.42%
Advertising1.39%
Cable and Satellite0%0
Broadcasting-2.48%
Publishing-14.73%
Industry PE
  • Investors are most optimistic about the Broadcasting industry which is trading above its 3-year average PE ratio of 20.7x.
    • Analysts are expecting annual earnings growth of 26.5%, which is higher than its past year's earnings decline of 46.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 32% over the next 5 years.
  • This is better than its past earnings decline of 9.3% per year.
  • In contrast, the Publishing industry is expected to see its earnings grow by 17% 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
INF InformaUK£7.852.8%
+UK£254.4m		8.7%PE905.6x
WPP WPPUK£2.403.4%
+UK£85.8m		-57.3%PS0.2x
CAN Canal+UK£2.051.4%
+UK£27.5m		15.5%PS0.3x
SFOR S4 CapitalUK£0.3011.8%
+UK£21.4m		-9.8%PS0.3x
FOUR 4imprint GroupUK£35.251.6%
+UK£15.4m		1.7%PE11.5x

Latest News

ITV
UK£0.76
ITV
7D
-0.5%
1Y
3.5%
FUTR
UK£2.86
Future
7D
-32.0%
1Y
-61.1%
SFOR
UK£0.30
S4 Capital
7D
11.8%
1Y
-9.8%
PEBB
UK£0.49
Pebble Group
7D
2.1%
1Y
27.3%
EYE
UK£3.10
Eagle Eye Solutions Group
7D
-3.1%
1Y
-17.8%

AI Driven Loyalty Adoption Will Strengthen Long Term Earnings Power For This Retail SaaS Player

Catalysts About Eagle Eye Solutions Group Eagle Eye Solutions Group provides AI driven loyalty and personalization software for large retailers on a SaaS platform. What are the underlying business or industry changes driving this perspective?
INF
UK£7.85
Informa
7D
2.8%
1Y
8.7%

INF: Future Returns Will Be Driven By Ongoing Buybacks Despite AI Uncertainty

Informa's updated analyst price target has moved lower by £0.45 in fair value terms, reflecting a mix of modest target trims from £1,345 to £1,330 and £1,330 to £1,300, alongside one increase to £1,080 and a new £975 initiation, as analysts balance slightly adjusted growth, margin and P/E assumptions. Analyst Commentary Recent research updates present a mixed picture, with several price targets adjusted and one new initiation.
NFG
UK£2.26
Next 15 Group
7D
-5.8%
1Y
-13.7%

NFG: Analyst Day Updates Will Support Reappraisal Of Earnings Quality Outlook

Analysts have trimmed their average 12 month price target for Next 15 Group to £5.10, citing updated assumptions around a higher discount rate, a slightly larger forecast revenue decline, modestly stronger profit margins, and a small adjustment to future P/E expectations. What's in the News Next 15 Group held an Analyst/Investor Day, giving the market an opportunity to hear directly from management about the business and the outlook assumptions that may feed into valuation models (Key Developments).
RCH
UK£0.60
Reach
7D
-2.9%
1Y
-14.3%

RCH: Firmer Margins And Lower Discount Rate Will Support Future Upside

Analysts have kept their £1.75 price target for Reach unchanged, citing slightly firmer margin and P/E assumptions that are largely offset by a modestly softer revenue growth outlook. Valuation Changes Fair Value: £1.75 remains unchanged, indicating no adjustment to the central valuation anchor.
WPP
UK£2.40
WPP
7D
3.3%
1Y
-57.4%

WPP: AI Uncertainty Will Eventually Give Way To Agency Model Re Rating

Analysts have trimmed their fair value estimates and lowered price targets for WPP to around £3.00 to £3.10 per share, reflecting higher discount rates, softer margin expectations and a higher assumed future P/E of about 27x, even as some recent research highlights that the business model is intact but still needs better organic growth momentum. Analyst Commentary Recent research on WPP clusters around neutral ratings with modestly trimmed price targets, but the tone is mixed.
SAA
UK£1.14
M&C Saatchi
7D
-3.0%
1Y
-31.4%
TIG
UK£0.36
Team Internet Group
7D
-1.4%
1Y
-34.5%
CAU
UK£0.12
Centaur Media
7D
-49.6%
1Y
-55.2%
SYS1
UK£2.92
System1 Group
7D
7.4%
1Y
-50.1%
FOUR
UK£35.25
4imprint Group
7D
1.6%
1Y
1.7%
CAN
UK£2.05
Canal+
7D
1.4%
1Y
15.5%
BMY
UK£5.72
Bloomsbury Publishing
7D
0.4%
1Y
-1.9%