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U.K. (FTSE) Advertising Industry Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies21
  • 7D-1.2%
  • 3M-17.0%
  • 1Y-27.9%
  • YTDn/a

Over the last 7 days, the Advertising industry has dropped 1.2%, driven by WPP declining 4.6%. On the other hand S4 Capital is actually up 21%. Overall the industry is down 28% in 12 months. Earnings are forecast to grow by 34% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 26 Mar 2026UK£14.2bUK£21.8b-UK£485,389,247.8513.5x-29.2x0.6x
Sat, 21 Feb 2026UK£16.0bUK£22.3bUK£177.1m15.6x90.4x0.7x
Mon, 19 Jan 2026UK£17.3bUK£22.3bUK£177.6m17.7x97.7x0.8x
Wed, 17 Dec 2025UK£17.0bUK£22.3bUK£177.9m15.7x95.6x0.8x
Fri, 14 Nov 2025UK£17.5bUK£22.3bUK£177.3m16x98.6x0.8x
Sun, 12 Oct 2025UK£17.8bUK£22.3bUK£164.0m18.1x108.7x0.8x
Tue, 09 Sep 2025UK£18.4bUK£22.5bUK£220.1m12.2x83.7x0.8x
Thu, 07 Aug 2025UK£18.1bUK£23.2bUK£399.8m13.5x45.2x0.8x
Sat, 05 Jul 2025UK£18.7bUK£22.8bUK£621.0m15.1x30.1x0.8x
Mon, 02 Jun 2025UK£19.2bUK£22.8bUK£621.4m15.6x30.9x0.8x
Wed, 30 Apr 2025UK£17.9bUK£22.8bUK£660.8m15.8x27.1x0.8x
Fri, 28 Mar 2025UK£19.7bUK£22.9bUK£711.5m13.3x27.7x0.9x
Sun, 23 Feb 2025UK£23.1bUK£23.0bUK£679.2m20.1x34x1x
Tue, 21 Jan 2025UK£23.0bUK£23.3bUK£693.3m20.1x33.1x1x
Thu, 19 Dec 2024UK£24.0bUK£23.2bUK£689.5m25x34.8x1x
Sat, 16 Nov 2024UK£23.8bUK£23.2bUK£676.7m22.9x35.1x1x
Mon, 14 Oct 2024UK£22.9bUK£23.1bUK£699.1m21.6x32.8x1x
Wed, 11 Sep 2024UK£24.3bUK£23.4bUK£699.0m24.5x34.7x1x
Fri, 09 Aug 2024UK£24.0bUK£23.5bUK£696.1m27.2x34.4x1x
Sun, 07 Jul 2024UK£25.0bUK£23.2bUK£669.1m23x37.3x1.1x
Tue, 04 Jun 2024UK£26.7bUK£23.2bUK£665.3m27.3x40.1x1.1x
Thu, 02 May 2024UK£26.2bUK£23.3bUK£656.2m25.9x39.9x1.1x
Sat, 30 Mar 2024UK£26.2bUK£23.3bUK£628.4m38.4x41.7x1.1x
Mon, 26 Feb 2024UK£25.7bUK£23.3bUK£386.4m39.3x66.6x1.1x
Wed, 24 Jan 2024UK£25.5bUK£23.6bUK£751.4m29.9x34x1.1x
Fri, 22 Dec 2023UK£25.8bUK£23.6bUK£751.4m30.9x34.3x1.1x
Sun, 19 Nov 2023UK£24.4bUK£23.0bUK£747.7m29.1x32.6x1.1x
Tue, 17 Oct 2023UK£23.7bUK£23.0bUK£748.5m28.1x31.6x1x
Thu, 14 Sep 2023UK£24.8bUK£22.8bUK£633.8m51.9x39.1x1.1x
Sat, 12 Aug 2023UK£25.1bUK£22.8bUK£636.1m48.9x39.5x1.1x
Mon, 10 Jul 2023UK£25.2bUK£21.7bUK£553.5m51.6x45.6x1.2x
Wed, 07 Jun 2023UK£26.6bUK£21.8bUK£559.2m56.3x47.5x1.2x
Fri, 05 May 2023UK£25.6bUK£21.7bUK£581.4m60.3x44x1.2x
Sun, 02 Apr 2023UK£27.1bUK£21.6bUK£513.5m37.3x52.7x1.3x
Price to Earnings Ratio

52.7x


Total Market Cap: UK£27.1bTotal Earnings: UK£513.5mTotal Revenue: UK£21.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Advertising Industry Price to Earnings3Y Average 46x202420252026
Current Industry PE
  • Investors are pessimistic on the British Advertising 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 0.98x.
Past Earnings Growth
  • Total earnings for the Advertising industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.K. Advertising compare with similar industries?

GB Market-4.25%
Telecom-3.76%
Media-1.79%
Advertising-1.23%
Cable and Satellite0%0
Publishing-1.65%
Broadcasting-3.41%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
WPP WPPUK£2.322.1%
+UK£50.7m		-62.1%PS0.2x
INF InformaUK£7.670.6%
+UK£40.9m		-4.5%PE886.1x
SFOR S4 CapitalUK£0.2625.9%
+UK£35.2m		-32.7%PS0.2x
MDZ MediaZestUK£0.0018.7%
+UK£164.4k		49.3%PE21x

Latest News

YOU
UK£1.63
YouGov
7D
-11.1%
1Y
-47.0%
SFOR
UK£0.26
S4 Capital
7D
25.9%
1Y
-32.7%
TMG
UK£0.14
Mission Group
7D
-27.0%
1Y
-40.0%
PEBB
UK£0.48
Pebble Group
7D
-3.0%
1Y
24.7%
EYE
UK£3.20
Eagle Eye Solutions Group
7D
-1.5%
1Y
-14.9%

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£7.67
Informa
7D
0.6%
1Y
-4.5%

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£2.44
Next 15 Group
7D
-5.1%
1Y
-20.0%

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).
WPP
UK£2.32
WPP
7D
2.1%
1Y
-62.1%

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£1.17
M&C Saatchi
7D
-3.7%
1Y
-30.8%
TIG
UK£0.36
Team Internet Group
7D
-6.8%
1Y
-42.7%
FOUR
UK£34.20
4imprint Group
7D
-2.1%
1Y
-13.6%
MDZ
UK£0.001
MediaZest
7D
8.7%
1Y
49.3%