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U.K. (FTSE) Advertising Industry Analysis

UpdatedJun 25, 2026
DataAggregated Company Financials
Companies21
  • 7D1.3%
  • 3M14.4%
  • 1Y-10.6%
  • YTDn/a

Last week, the Advertising industry hasn't moved much but Informa is up 3.1% in that time. As for the longer term, the industry has declined 12% in the last year. Earnings are forecast to grow by 32% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Jun 2026UK£16.3bUK£21.6b-UK£222,652,329.3014.1x-73.2x0.8x
Sat, 23 May 2026UK£15.8bUK£21.7b-UK£205,965,811.2014.3x-76.8x0.7x
Mon, 20 Apr 2026UK£16.0bUK£21.8b-UK£210,069,726.8615.4x-76.4x0.7x
Wed, 18 Mar 2026UK£14.4bUK£21.8b-UK£482,824,624.6716.7x-29.7x0.7x
Fri, 13 Feb 2026UK£15.7bUK£22.3bUK£176.6m15.2x89.1x0.7x
Sun, 11 Jan 2026UK£17.8bUK£22.3bUK£177.5m17.4x100.3x0.8x
Tue, 09 Dec 2025UK£17.6bUK£22.3bUK£178.3m15.4x98.5x0.8x
Thu, 06 Nov 2025UK£18.0bUK£22.3bUK£178.0m17x100.9x0.8x
Sat, 04 Oct 2025UK£18.5bUK£22.3bUK£163.4m17.9x112.9x0.8x
Mon, 01 Sep 2025UK£17.9bUK£22.6bUK£238.0m12.5x75.1x0.8x
Wed, 30 Jul 2025UK£18.1bUK£23.2bUK£399.2m12.9x45.3x0.8x
Fri, 27 Jun 2025UK£18.3bUK£22.8bUK£620.0m15.2x29.5x0.8x
Sun, 25 May 2025UK£19.1bUK£22.8bUK£621.0m15.9x30.7x0.8x
Tue, 22 Apr 2025UK£17.1bUK£22.8bUK£659.0m15.7x25.9x0.7x
Thu, 20 Mar 2025UK£19.8bUK£23.0bUK£1.0b13.3x19.6x0.9x
Sat, 15 Feb 2025UK£23.8bUK£23.3bUK£690.3m20.1x34.5x1x
Mon, 13 Jan 2025UK£22.1bUK£23.3bUK£694.2m24.3x31.9x0.9x
Wed, 11 Dec 2024UK£24.6bUK£23.2bUK£689.0m24x35.7x1.1x
Fri, 08 Nov 2024UK£24.3bUK£23.2bUK£674.7m23.4x36x1x
Sun, 06 Oct 2024UK£24.2bUK£23.3bUK£738.4m23.2x32.8x1x
Tue, 03 Sep 2024UK£24.7bUK£23.4bUK£698.5m24.7x35.3x1.1x
Thu, 01 Aug 2024UK£25.7bUK£23.4bUK£598.2m24.4x43x1.1x
Sat, 29 Jun 2024UK£24.6bUK£23.3bUK£669.5m21.8x36.7x1.1x
Mon, 27 May 2024UK£26.7bUK£23.2bUK£655.0m27.2x40.7x1.1x
Wed, 24 Apr 2024UK£26.3bUK£23.3bUK£654.8m35.2x40.1x1.1x
Fri, 22 Mar 2024UK£26.0bUK£23.4bUK£549.0m36.5x47.4x1.1x
Sun, 18 Feb 2024UK£26.3bUK£23.4bUK£813.1m38.8x32.4x1.1x
Tue, 16 Jan 2024UK£25.2bUK£23.6bUK£751.1m30.4x33.6x1.1x
Thu, 14 Dec 2023UK£25.3bUK£23.6bUK£752.2m29.9x33.6x1.1x
Sat, 11 Nov 2023UK£23.5bUK£23.0bUK£749.0m27.7x31.4x1x
Mon, 09 Oct 2023UK£23.7bUK£23.0bUK£740.6m28.4x32.1x1x
Wed, 06 Sep 2023UK£24.7bUK£22.8bUK£626.9m52.3x39.5x1.1x
Fri, 04 Aug 2023UK£26.2bUK£22.3bUK£769.3m48.8x34x1.2x
Sun, 02 Jul 2023UK£25.8bUK£21.7bUK£554.1m50.5x46.5x1.2x
Price to Earnings Ratio

46.5x


Total Market Cap: UK£25.8bTotal Earnings: UK£554.1mTotal Revenue: UK£21.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Advertising Industry Price to Earnings3Y Average 35.9x202420252026
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 0.94x.
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-0.91%
Telecom-2.33%
Media0.31%
Advertising1.34%
Cable and Satellite0%0
Broadcasting-2.17%
Publishing-2.53%
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
INF InformaUK£8.865.4%
+UK£569.8m		9.5%PE1015x
TIG Team Internet GroupUK£0.4412.8%
+UK£12.0m		-29.0%PS0.3x
PEBB Pebble GroupUK£0.594.4%
+UK£3.7m		11.3%PE16x
SBDS Silver Bullet Data Services GroupUK£0.1017.6%
+UK£286.9k		-67.2%PS0.2x

Latest News

NFG
UK£2.52
Next 15 Group
7D
-4.9%
1Y
-12.8%
INF
UK£8.86
Informa
7D
5.4%
1Y
9.5%
SFOR
UK£0.32
S4 Capital
7D
-7.3%
1Y
32.2%
Narrative Update • Jun 18

SFOR: Higher Discount Rate Will Pressure Already Fragile Profitability Expectations

S4 Capital's latest narrative update reflects a lower analyst price target of £0.35, trimmed from £0.38, with analysts pointing to changes in fair value estimates, a higher discount rate, softer revenue expectations, and a much higher future P/E assumption as key drivers behind the shift. Analyst Commentary on S4 Capital Recent Street research on S4 Capital highlights a cautious tone, with the latest move being a trim in the price target to £0.35 from £0.38 while maintaining an Equal Weight stance.
WPP
UK£2.55
WPP
7D
-10.4%
1Y
-49.5%
TIG
UK£0.44
Team Internet Group
7D
12.8%
1Y
-29.0%
YOU
UK£2.16
YouGov
7D
-0.8%
1Y
-40.4%
Narrative Update • Jun 15

YOU: Shopper Review And Higher Future P/E Expectations Will Support Share Upside

The latest analyst price target for YouGov has shifted by £0.10. This reflects updated views on discount rates, profit margins and future P/E expectations based on recent research.
SAA
UK£1.34
M&C Saatchi
7D
-2.5%
1Y
-31.8%
SBDS
UK£0.10
Silver Bullet Data Services Group
7D
17.6%
1Y
-67.2%
SYS1
UK£3.25
System1 Group
7D
-1.2%
1Y
-23.5%
FOUR
UK£37.20
4imprint Group
7D
-0.3%
1Y
4.8%
EYE
UK£4.53
Eagle Eye Solutions Group
7D
-6.7%
1Y
116.5%
PEBB
UK£0.59
Pebble Group
7D
4.4%
1Y
11.3%