Next 15 Group's (LON:NFG) Earnings Are Weaker Than They Seem
Apr 25
U.K. (FTSE) Advertising Industry Analysis
UpdatedApr 27, 2024
DataAggregated Company Financials
Companies23
- 7D2.3%
- 3M3.5%
- 1Y0.4%
- YTDn/a
The Advertising industry is up 1.4% in the last week, with WPP up 4.9%. In the same time, S4 Capital was down 7.8%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 23% per annum.
Industry Valuation and Performance
Has the U.K. Advertising Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 27 Apr 2024 | UK£26.3b | UK£23.3b | UK£654.5m | 35.6x | 40.1x | 1.1x |
| Mon, 25 Mar 2024 | UK£26.2b | UK£23.4b | UK£549.4m | 36.1x | 47.7x | 1.1x |
| Wed, 21 Feb 2024 | UK£26.4b | UK£23.3b | UK£813.0m | 38x | 32.5x | 1.1x |
| Fri, 19 Jan 2024 | UK£25.1b | UK£23.6b | UK£751.3m | 30.4x | 33.4x | 1.1x |
| Sun, 17 Dec 2023 | UK£25.5b | UK£23.6b | UK£751.4m | 29.6x | 33.9x | 1.1x |
| Tue, 14 Nov 2023 | UK£23.4b | UK£23.0b | UK£748.7m | 27.3x | 31.2x | 1x |
| Thu, 12 Oct 2023 | UK£24.2b | UK£23.0b | UK£748.0m | 28.5x | 32.4x | 1.1x |
| Sat, 09 Sep 2023 | UK£24.7b | UK£22.8b | UK£633.9m | 52x | 38.9x | 1.1x |
| Mon, 07 Aug 2023 | UK£25.9b | UK£22.7b | UK£623.2m | 49x | 41.6x | 1.1x |
| Wed, 05 Jul 2023 | UK£26.0b | UK£21.7b | UK£554.0m | 50.4x | 47x | 1.2x |
| Fri, 02 Jun 2023 | UK£25.9b | UK£21.7b | UK£579.9m | 48.7x | 44.7x | 1.2x |
| Sun, 30 Apr 2023 | UK£27.1b | UK£21.7b | UK£581.4m | 61x | 46.5x | 1.2x |
| Tue, 28 Mar 2023 | UK£26.7b | UK£21.3b | UK£592.0m | 33.6x | 45.1x | 1.3x |
| Thu, 23 Feb 2023 | UK£28.0b | UK£20.1b | UK£625.7m | 24.8x | 44.7x | 1.4x |
| Sat, 21 Jan 2023 | UK£26.4b | UK£20.0b | UK£623.2m | 19.5x | 42.4x | 1.3x |
| Mon, 19 Dec 2022 | UK£23.9b | UK£20.1b | UK£625.6m | 17.7x | 38.3x | 1.2x |
| Wed, 16 Nov 2022 | UK£24.8b | UK£20.1b | UK£609.1m | 21.3x | 40.8x | 1.2x |
| Fri, 14 Oct 2022 | UK£152.0b | UK£20.1b | UK£624.4m | 19x | 243.5x | 7.5x |
| Sun, 11 Sep 2022 | UK£23.0b | UK£19.8b | UK£683.8m | 22x | 33.7x | 1.2x |
| Tue, 09 Aug 2022 | UK£24.3b | UK£19.5b | UK£681.7m | 19.6x | 35.7x | 1.2x |
| Thu, 07 Jul 2022 | UK£23.3b | UK£18.4b | UK£557.0m | 16.3x | 41.8x | 1.3x |
| Sat, 04 Jun 2022 | UK£26.3b | UK£18.3b | UK£551.7m | 18.7x | 47.7x | 1.4x |
| Mon, 02 May 2022 | UK£28.2b | UK£18.0b | UK£440.6m | 18.7x | 64.1x | 1.6x |
| Wed, 30 Mar 2022 | UK£31.2b | UK£17.9b | UK£475.6m | 30.4x | 65.5x | 1.7x |
| Fri, 25 Feb 2022 | UK£29.7b | UK£17.1b | -UK£197,298,818.00 | 32.5x | -150.6x | 1.7x |
| Sun, 23 Jan 2022 | UK£32.1b | UK£17.1b | -UK£201,584,183.00 | 33.9x | -159.3x | 1.9x |
| Tue, 21 Dec 2021 | UK£30.3b | UK£17.1b | -UK£187,574,371.00 | 36.5x | -161.4x | 1.8x |
| Thu, 18 Nov 2021 | UK£32.5b | UK£17.1b | -UK£298,012,457.00 | 40.5x | -108.9x | 1.9x |
| Sat, 16 Oct 2021 | UK£32.5b | UK£17.2b | -UK£341,677,328.00 | 37.3x | -95.1x | 1.9x |
| Mon, 13 Sep 2021 | UK£32.4b | UK£17.1b | -UK£355,081,136.61 | 24.5x | -91.4x | 1.9x |
| Wed, 11 Aug 2021 | UK£32.1b | UK£16.9b | -UK£342,259,783.05 | 34.3x | -93.8x | 1.9x |
| Sun, 06 Jun 2021 | UK£30.2b | UK£16.6b | -UK£2,466,123,314.43 | 52.1x | -12.3x | 1.8x |
Price to Earnings Ratio
-12.2x
Current Industry PE
- Investors are optimistic on the British Advertising industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 39.8x which is higher than its 3-year average PE of 34.5x.
- 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 Advertising industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 12% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Comparison
How does U.K. Advertising compare with similar industries?
| GB Market | 2.84% | |
| Telecom | 1.96% | |
| Media | 2.05% | |
| Advertising | 2.34% | |
| Broadcasting | 0.93% | |
| Cable and Satellite | 0% | |
| Publishing | -0.65% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| WPP WPP | UK£8.12 | 4.9% +UK£409.8m | -12.4% | PE78.9x | |
| INF Informa | UK£8.01 | 2.2% +UK£213.2m | 10.8% | PE25.9x | |
| ASCL Ascential | UK£3.15 | 0.7% +UK£10.0m | 23.4% | PE333.3x | |
| FOUR 4imprint Group | UK£62.80 | 0.5% +UK£8.4m | 39.2% | PE20.8x | |
| SAA M&C Saatchi | UK£1.87 | 1.6% +UK£3.7m | 10.8% | PS0.5x |
