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U.K. (FTSE) Media Industry Analysis

UpdatedAug 17, 2026
DataAggregated Company Financials
Companies26
  • 7D0.4%
  • 3M16.0%
  • 1Y4.2%
  • YTD6.9%

In the last week, the Media industry is flat overall, with WPP standing out by going down 3.0%. As for the the longer term, the industry is up 4.2% over the past 12 months. Looking forward, earnings are forecast to grow by 35% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 17 Aug 2026UK£25.2bUK£33.4bUK£85.9m14.7x293.4x0.8x
Wed, 15 Jul 2026UK£22.5bUK£32.6b-UK£93,803,502.6012.3x-240.3x0.7x
Fri, 12 Jun 2026UK£22.0bUK£32.8b-UK£74,498,467.5513.9x-295.1x0.7x
Sun, 10 May 2026UK£22.0bUK£32.8b-UK£49,114,630.0113.8x-448.6x0.7x
Tue, 07 Apr 2026UK£20.5bUK£33.0b-UK£62,223,527.0913.9x-328.8x0.6x
Thu, 05 Mar 2026UK£22.2bUK£32.3b-UK£372,911,722.6416.8x-59.6x0.7x
Sat, 31 Jan 2026UK£24.4bUK£32.9bUK£403.6m14.8x60.4x0.7x
Mon, 29 Dec 2025UK£23.9bUK£33.0bUK£403.9m14.4x59.2x0.7x
Wed, 26 Nov 2025UK£24.4bUK£33.2bUK£416.2m14.2x58.7x0.7x
Fri, 24 Oct 2025UK£24.6bUK£33.1bUK£418.8m12.9x58.8x0.7x
Sun, 21 Sep 2025UK£24.7bUK£33.2bUK£438.4m13.7x56.3x0.7x
Tue, 19 Aug 2025UK£24.7bUK£33.3bUK£482.1m12.8x51.3x0.7x
Thu, 17 Jul 2025UK£24.6bUK£33.7bUK£1.1b11.7x23.3x0.7x
Sat, 14 Jun 2025UK£25.3bUK£33.6bUK£1.1b11.3x24.1x0.8x
Mon, 12 May 2025UK£25.2bUK£33.6bUK£1.1b11.7x23.9x0.7x
Wed, 09 Apr 2025UK£22.4bUK£33.8bUK£1.1b11.2x20.1x0.7x
Fri, 07 Mar 2025UK£26.4bUK£28.4bUK£1.6b12.3x16.8x0.9x
Sun, 02 Feb 2025UK£30.5bUK£28.8bUK£1.3b16.6x23.9x1.1x
Tue, 31 Dec 2024UK£29.8bUK£28.7bUK£1.3b14.9x23.3x1x
Thu, 28 Nov 2024UK£29.2bUK£28.7bUK£1.3b15.3x22.6x1x
Sat, 26 Oct 2024UK£28.6bUK£28.6bUK£1.3b16.7x22.2x1x
Mon, 23 Sep 2024UK£30.0bUK£28.7bUK£1.3b19.5x22.8x1x
Wed, 21 Aug 2024UK£29.9bUK£28.9bUK£1.3b17.9x23.5x1x
Fri, 19 Jul 2024UK£30.7bUK£28.7bUK£998.6m19.5x30.7x1.1x
Sun, 16 Jun 2024UK£30.3bUK£28.7bUK£999.6m18.1x30.4x1.1x
Tue, 14 May 2024UK£32.1bUK£28.7bUK£998.5m19.8x32.1x1.1x
Thu, 11 Apr 2024UK£30.8bUK£28.7bUK£978.0m21.2x31.5x1.1x
Sat, 09 Mar 2024UK£29.7bUK£28.7bUK£732.9m31.2x40.5x1x
Mon, 05 Feb 2024UK£32.2bUK£29.6bUK£1.2b20.3x27.2x1.1x
Wed, 03 Jan 2024UK£31.7bUK£29.6bUK£1.2b18.1x26.7x1.1x
Fri, 01 Dec 2023UK£29.9bUK£29.0bUK£1.2b15.9x25.3x1x
Sun, 29 Oct 2023UK£29.0bUK£29.0bUK£1.2b18.3x24.4x1x
Tue, 26 Sep 2023UK£30.5bUK£29.0bUK£1.2b19.3x26x1.1x
Thu, 24 Aug 2023UK£30.4bUK£28.8bUK£1.1b23.7x27.8x1.1x
Price to Earnings Ratio

27.8x


Total Market Cap: UK£30.4bTotal Earnings: UK£1.1bTotal Revenue: UK£28.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Media Industry Price to Earnings3Y Average -4.3x202420252026
Current Industry PE
  • Investors are optimistic on the British Media industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 293x which is higher than its 3-year average PE of -4.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.89x.
Past Earnings Growth
  • The earnings for companies in the Media industry have declined 57% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.0% 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 Market-1.35%
Telecom0.85%
Media0.36%
Publishing1.91%
Advertising0.56%
Cable and Satellite0%0
Broadcasting-0.61%
Industry PE
  • Investors are most optimistic about the Broadcasting industry, which is trading close to its 3-year average PE ratio of 23.0x.
    • Analysts are expecting annual earnings growth of 41.2%, which is higher than its past year's earnings growth of 24.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Broadcasting industry, expecting annual earnings growth of 41% over the next 5 years.
  • This is better than its past earnings growth rate of 25% per year.
  • In contrast, the Publishing industry is expected to see its earnings grow by 14% 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£9.262.4%
+UK£268.5m		5.4%PE52.5x
CAN Canal+UK£2.700.9%
+UK£23.5m		12.4%PS0.4x
NFG Next 15 GroupUK£3.424.4%
+UK£14.6m		26.5%PS0.6x
BMY Bloomsbury PublishingUK£6.642.2%
+UK£11.3m		39.9%PE19.9x
SFOR S4 CapitalUK£0.542.3%
+UK£7.9m		150.5%PS0.5x

Latest News

FUTR
UK£3.37
Future
7D
2.4%
1Y
-54.6%
Narrative Update • Aug 16

FUTR: Higher Risk Reset Will Support Long Term Upside Potential

Analysts have trimmed their fair value estimate for Future to £7.40, reflecting lower price targets, a higher discount rate, and more cautious assumptions on revenue growth and profitability. Analyst Commentary Recent Street research on Future shows a mix of optimism and caution, with some bullish analysts still highlighting upside potential despite lower fair value estimates and reduced price targets.
WPP
UK£3.99
WPP
7D
-3.0%
1Y
6.1%
YOU
UK£2.68
YouGov
7D
-3.6%
1Y
-18.8%
FOUR
UK£47.16
4imprint Group
7D
-4.2%
1Y
39.5%
SFOR
UK£0.54
S4 Capital
7D
2.3%
1Y
150.5%
ITV
UK£0.71
ITV
7D
-2.1%
1Y
-12.5%
Narrative Update • Aug 05

ITV: Future Profile Will Balance M&E Sale Impact And Execution Risk

Analysts have trimmed their fair value estimate for ITV to about £0.81 per share, a reduction of roughly £0.06, reflecting recent price target cuts to £0.85 and a more cautious stance following the planned sale of ITV Media & Entertainment to Sky. Analyst Commentary Recent research on ITV highlights a more cautious stance following the agreed sale of ITV Media & Entertainment to Sky and the adjustment of price targets to £0.85 per share.
INF
UK£9.26
Informa
7D
2.4%
1Y
5.4%
CAN
UK£2.70
Canal+
7D
0.9%
1Y
12.4%
Narrative Update • Jul 30

CAN: Long-Term Cinema Funding Commitments Will Support Higher Future Earnings Multiple

Analysts have raised their price target for Canal+ from £4.96 to £5.16, citing updated assumptions around revenue growth, profit margins, and future P/E levels in their valuation work. What's in the News Canal+ signed a five year agreement with French film bodies BLIC, BLOC members and ARP that includes a planned €980 million commitment between 2028 and 2033 to support French and European cinema, with a focus on new filmmakers, diversity films, animated films and films aimed at wide audiences.
SCGL
UK£0.0047
Sealand Capital Galaxy
7D
17.6%
1Y
25.5%
EYE
UK£4.97
Eagle Eye Solutions Group
7D
4.0%
1Y
121.7%
BMY
UK£6.64
Bloomsbury Publishing
7D
2.2%
1Y
39.9%
NFG
UK£3.42
Next 15 Group
7D
4.4%
1Y
26.5%
SAA
UK£1.40
M&C Saatchi
7D
-0.4%
1Y
-18.4%
NAH
UK£0.33
NAHL Group
7D
-3.7%
1Y
-40.6%
SAL
UK£1.36
SpaceandPeople
7D
-1.1%
1Y
-12.3%