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U.K. (FTSE) Advertising Industry Analysis

UpdatedMay 15, 2026
DataAggregated Company Financials
Companies21
  • 7D-2.8%
  • 3M-2.7%
  • 1Y-20.1%
  • YTDn/a

Over the last 7 days, the Advertising industry has dropped 2.8%, driven by Informa declining 2.9%. The industry has fallen 20% in the last year. Earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 16 May 2026UK£15.4bUK£21.7b-UK£205,808,083.5013.5x-74.7x0.7x
Mon, 13 Apr 2026UK£14.9bUK£21.8b-UK£209,871,546.5915.3x-71.1x0.7x
Wed, 11 Mar 2026UK£15.1bUK£21.7b-UK£417,802,354.3217.5x-36x0.7x
Fri, 06 Feb 2026UK£15.9bUK£22.3bUK£176.9m15.1x89.8x0.7x
Sun, 04 Jan 2026UK£17.2bUK£22.3bUK£177.3m16.3x97x0.8x
Tue, 02 Dec 2025UK£17.7bUK£22.3bUK£177.2m15.7x99.8x0.8x
Thu, 30 Oct 2025UK£18.7bUK£22.3bUK£177.4m17.3x105.3x0.8x
Sat, 27 Sep 2025UK£17.7bUK£22.4bUK£193.4m11.2x91.8x0.8x
Mon, 25 Aug 2025UK£18.3bUK£22.6bUK£237.9m12.7x77x0.8x
Wed, 23 Jul 2025UK£17.8bUK£22.8bUK£623.0m12.3x28.6x0.8x
Fri, 20 Jun 2025UK£18.3bUK£22.8bUK£621.4m14.4x29.5x0.8x
Sun, 18 May 2025UK£19.4bUK£22.8bUK£621.4m14.9x31.2x0.8x
Tue, 15 Apr 2025UK£17.4bUK£22.8bUK£680.9m15.8x25.6x0.8x
Thu, 13 Mar 2025UK£19.7bUK£23.0bUK£1.0b16x19.6x0.9x
Sat, 08 Feb 2025UK£23.9bUK£23.3bUK£692.4m20.3x34.6x1x
Mon, 06 Jan 2025UK£23.0bUK£23.3bUK£692.0m24.1x33.3x1x
Wed, 04 Dec 2024UK£24.6bUK£23.2bUK£688.6m24x35.7x1.1x
Fri, 01 Nov 2024UK£23.9bUK£23.2bUK£675.4m23.3x35.4x1x
Sun, 29 Sep 2024UK£24.7bUK£23.3bUK£736.6m23.7x33.5x1.1x
Tue, 27 Aug 2024UK£24.7bUK£23.4bUK£698.1m26.4x35.3x1.1x
Thu, 25 Jul 2024UK£25.6bUK£23.2bUK£668.5m23.3x38.2x1.1x
Sat, 22 Jun 2024UK£25.2bUK£23.3bUK£669.5m23.8x37.6x1.1x
Mon, 20 May 2024UK£27.1bUK£23.2bUK£655.3m27.3x41.4x1.2x
Wed, 17 Apr 2024UK£26.0bUK£23.3bUK£628.3m40.2x41.4x1.1x
Fri, 15 Mar 2024UK£25.6bUK£23.7bUK£458.3m40.5x55.8x1.1x
Sun, 11 Feb 2024UK£26.0bUK£23.3bUK£813.0m37.7x31.9x1.1x
Tue, 09 Jan 2024UK£25.9bUK£23.6bUK£751.0m30.5x34.5x1.1x
Thu, 07 Dec 2023UK£25.1bUK£23.6bUK£751.0m32.1x33.4x1.1x
Sat, 04 Nov 2023UK£24.3bUK£23.0bUK£748.1m28x32.4x1.1x
Mon, 02 Oct 2023UK£24.3bUK£23.0bUK£740.8m29.4x32.8x1.1x
Wed, 30 Aug 2023UK£24.5bUK£22.8bUK£627.3m51.6x39.1x1.1x
Fri, 28 Jul 2023UK£26.2bUK£21.7bUK£553.3m60.3x47.4x1.2x
Sun, 25 Jun 2023UK£25.6bUK£21.7bUK£554.4m53.3x46.1x1.2x
Tue, 23 May 2023UK£27.0bUK£21.8bUK£582.4m56.1x46.3x1.2x
Price to Earnings Ratio

46.3x


Total Market Cap: UK£27.0bTotal Earnings: UK£582.4mTotal Revenue: UK£21.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Advertising Industry Price to Earnings3Y Average 40.4x202420252026
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 0.96x.
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 Market0.80%
Telecom0.27%
Media-2.02%
Advertising-2.79%
Broadcasting0.041%
Cable and Satellite0%0
Publishing-0.74%
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
NFG Next 15 GroupUK£2.824.6%
+UK£12.6m		-1.6%PS0.5x
YOU YouGovUK£1.972.0%
+UK£4.5m		-37.9%PE18.9x
PEBB Pebble GroupUK£0.563.7%
+UK£2.9m		64.7%PE15.2x
TIG Team Internet GroupUK£0.393.2%
+UK£2.9m		-42.6%PS0.2x
EYE Eagle Eye Solutions GroupUK£4.081.9%
+UK£2.2m		4.0%PS2.6x

Latest News

EYE
UK£4.08
Eagle Eye Solutions Group
7D
1.9%
1Y
4.0%
YOU
UK£1.97
YouGov
7D
2.0%
1Y
-37.9%
Narrative Update • May 13

YOU: Shopper Review Will Highlight Execution Risk Yet Support Bullish Long Term Outlook

Analysts have nudged their average price target for YouGov higher by £0.15, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E after a mix of recent target cuts and a later £0.10 increase. Analyst Commentary Recent research shows a mixed tone around YouGov, with one £0.10 price target increase from JPMorgan coming after earlier cuts of £0.30 and £0.20 from bearish analysts.
NFG
UK£2.82
Next 15 Group
7D
4.6%
1Y
-1.6%
Narrative Update • May 12

NFG: Easing Revenue Decline And Higher P/E Assumptions Will Support Reappraisal

Analysts have trimmed their price target on Next 15 Group by £0.10 to £5.10, citing a reduced expected decline in revenue growth, slightly higher discount rate and profit margin assumptions, and a modest adjustment to the future P/E multiple. Valuation Changes Fair Value: £5.10 is unchanged, so the central valuation anchor for the stock remains the same.
NAH
UK£0.40
NAHL Group
7D
1.3%
1Y
-34.7%
WPP
UK£2.62
WPP
7D
-4.8%
1Y
-56.1%
Narrative Update • May 10

WPP: Weak 2026 Guidance And Sector Pressures Will Limit Future Repricing

Analysts have nudged WPP's average price target slightly higher, with recent moves such as Citi's £0.10 raise and Barclays' lift to £3.00 at Equal Weight reflecting cautious acknowledgement of recent account wins, alongside tempered expectations for profit margins and growth. Analyst Commentary Recent research highlights a mixed backdrop for WPP, with some modest price target increases sitting alongside earlier reductions and continued Neutral or Equal Weight ratings.
SFOR
UK£0.40
S4 Capital
7D
-12.0%
1Y
48.7%
INF
UK£7.91
Informa
7D
-2.9%
1Y
-1.3%
Analysis Article • May 08

Informa's (LON:INF) Conservative Accounting Might Explain Soft Earnings

Shareholders appeared unconcerned with Informa plc's ( LON:INF ) lackluster earnings report last week. Our analysis...
TIG
UK£0.39
Team Internet Group
7D
3.2%
1Y
-42.6%
SAL
UK£1.70
SpaceandPeople
7D
-1.4%
1Y
44.7%
PEBB
UK£0.56
Pebble Group
7D
3.7%
1Y
64.7%
FOUR
UK£36.16
4imprint Group
7D
-5.7%
1Y
3.6%
SBDS
UK£0.21
Silver Bullet Data Services Group
7D
7.5%
1Y
-41.9%
TMG
UK£0.14
Mission Group
7D
-3.5%
1Y
-46.1%
MDZ
UK£0.00097
MediaZest
7D
-3.0%
1Y
49.2%