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U.K. (FTSE) Media Industry Analysis

UpdatedMar 11, 2026
DataAggregated Company Financials
Companies27
  • 7D3.0%
  • 3M-8.8%
  • 1Y-12.6%
  • YTD-6.9%

Over the last 7 days, the Media industry has risen 3.0%, driven by gains in ITV and WPP of 5.9% and 5.7%, respectively. During this same period, the Eagle Eye Solutions Group underperformed, falling 6.8%. In the past year, the industry is down 13%. Looking forward, earnings are forecast to grow by 33% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 11 Mar 2026UK£22.2bUK£32.3b-UK£338,614,361.2916.9x-65.5x0.7x
Fri, 06 Feb 2026UK£23.2bUK£32.9bUK£403.8m14.5x57.4x0.7x
Sun, 04 Jan 2026UK£23.9bUK£32.9bUK£404.2m14.2x59.1x0.7x
Tue, 02 Dec 2025UK£24.6bUK£33.2bUK£415.8m14.4x59.2x0.7x
Thu, 30 Oct 2025UK£25.0bUK£33.2bUK£415.9m13x60.1x0.8x
Sat, 27 Sep 2025UK£24.5bUK£33.2bUK£435.3m11.2x56.2x0.7x
Mon, 25 Aug 2025UK£25.4bUK£33.4bUK£481.7m12.7x52.7x0.8x
Wed, 23 Jul 2025UK£24.5bUK£33.7bUK£1.1b12x23.3x0.7x
Fri, 20 Jun 2025UK£25.1bUK£33.6bUK£1.1b11.5x23.9x0.7x
Sun, 18 May 2025UK£25.9bUK£33.6bUK£1.1b11.8x24.3x0.8x
Tue, 15 Apr 2025UK£23.3bUK£33.7bUK£1.1b11.7x21x0.7x
Thu, 13 Mar 2025UK£26.1bUK£28.4bUK£1.6b12.4x16.6x0.9x
Sat, 08 Feb 2025UK£30.6bUK£28.8bUK£1.3b15.9x24x1.1x
Mon, 06 Jan 2025UK£29.8bUK£28.8bUK£1.3b14.9x23.3x1x
Wed, 04 Dec 2024UK£29.4bUK£28.7bUK£1.3b15.4x22.8x1x
Fri, 01 Nov 2024UK£28.8bUK£28.7bUK£1.3b17.1x22.6x1x
Sun, 29 Sep 2024UK£30.1bUK£28.7bUK£1.3b19x22.9x1x
Tue, 27 Aug 2024UK£30.2bUK£28.8bUK£1.3b18.3x23.7x1x
Thu, 25 Jul 2024UK£31.3bUK£28.7bUK£1.0b20.2x31.2x1.1x
Sat, 22 Jun 2024UK£30.5bUK£28.7bUK£999.9m18.5x30.5x1.1x
Mon, 20 May 2024UK£32.4bUK£28.6bUK£974.8m21x33.2x1.1x
Wed, 17 Apr 2024UK£30.6bUK£28.7bUK£964.7m21.3x31.7x1.1x
Fri, 15 Mar 2024UK£30.0bUK£29.1bUK£808.9m26.8x37.1x1x
Sun, 11 Feb 2024UK£29.9bUK£28.9bUK£1.2b19.9x24.3x1x
Tue, 09 Jan 2024UK£31.8bUK£29.6bUK£1.2b18.1x26.9x1.1x
Thu, 07 Dec 2023UK£30.9bUK£29.6bUK£1.2b17x26x1x
Sat, 04 Nov 2023UK£30.5bUK£29.0bUK£1.2b18.7x25.7x1.1x
Mon, 02 Oct 2023UK£30.6bUK£29.0bUK£1.2b19.6x26x1.1x
Wed, 30 Aug 2023UK£30.8bUK£28.8bUK£1.1b23.9x28.1x1.1x
Fri, 28 Jul 2023UK£32.5bUK£27.8bUK£1.2b20.3x27.8x1.2x
Sun, 25 Jun 2023UK£31.5bUK£27.8bUK£1.2b43.7x27.1x1.1x
Tue, 23 May 2023UK£33.5bUK£27.8bUK£1.2b42.1x28.2x1.2x
Thu, 20 Apr 2023UK£34.2bUK£27.7bUK£1.1b25.1x30.5x1.2x
Sat, 18 Mar 2023UK£33.4bUK£27.4bUK£1.2b19.9x27.3x1.2x
Price to Earnings Ratio

27.3x


Total Market Cap: UK£33.4bTotal Earnings: UK£1.2bTotal Revenue: UK£27.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Media Industry Price to Earnings3Y Average 31.1x202420252026
Current Industry PE
  • Investors are pessimistic on the British Media 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 Media industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 5.7% 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-0.78%
Telecom0.087%
Media2.95%
Publishing16.06%
Broadcasting3.77%
Advertising1.76%
Cable and Satellite0%0
Industry PE
  • Investors are most optimistic about the Broadcasting industry which is trading above its 3-year average PE ratio of 20.3x.
    • Analysts are expecting annual earnings growth of 32.2%, which is higher than its past year's earnings decline of 46.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Advertising industry, expecting annual earnings growth of 35% over the next 5 years.
  • This is better than its past earnings decline of 11% per year.
  • In contrast, the Publishing industry is expected to see its earnings grow by 20% 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
ITV ITVUK£0.825.9%
+UK£176.8m		8.6%PE14x
WPP WPPUK£2.565.7%
+UK£148.9m		-59.4%PS0.2x
BMY Bloomsbury PublishingUK£5.8432.7%
+UK£117.5m		3.5%PE21.1x
INF InformaUK£7.850.8%
+UK£68.4m		5.1%PE137x
CAN Canal+UK£2.961.6%
+UK£45.1m		70.2%PS0.5x

Latest News

ITV
UK£0.82
ITV
7D
5.9%
1Y
8.6%
PEBB
UK£0.51
Pebble Group
7D
-3.8%
1Y
17.4%
INF
UK£7.85
Informa
7D
0.8%
1Y
5.1%

INF: Future Returns Will Be Anchored By Buybacks And AI Execution Risks

Analysts have made only small adjustments to their price targets for Informa, with moves such as Morgan Stanley shifting to £10.80 from £10.70, JPMorgan edging to £13.30 from £13.45, and Citi initiating at £9.75. These changes reflect differing views on growth potential and AI related risks.
FUTR
UK£4.42
Future
7D
9.9%
1Y
-47.6%

FUTR: Dividend And Medium Term Guidance Will Support Further Upside

Analysts have made a small adjustment to their view on Future, nudging the price target slightly higher to reflect a modestly updated discount rate and future P/E assumption, while keeping fair value, revenue growth and profit margin expectations unchanged. Valuation Changes Fair Value: unchanged at £10.34 per share, with no adjustment to the underlying estimate.
YOU
UK£1.92
YouGov
7D
-1.2%
1Y
-38.0%

YOU: Forecast Will Emphasise Execution Risk Despite Bullish Long Term Outlook

Analysts have trimmed their 12 month price target on YouGov slightly, from £3.85 to £3.80, reflecting updated assumptions around growth, margins and future P/E multiples, while still seeing support for the investment case. Analyst Commentary Recent commentary around YouGov has a cautious tilt, with the small reduction in the 12 month price target from £3.85 to £3.80 highlighting some unease around the company’s ability to fully deliver on growth and margin ambitions at the current valuation.
WPP
UK£2.56
WPP
7D
5.7%
1Y
-59.4%

WPP: AI Uncertainty And Weak 2026 Outlook Will Pressure Equity Repricing

Our updated narrative reflects a lower fair value estimate for WPP, alongside a reduced analyst price target range, with recent moves such as Citi cutting its target to £3.10 and Barclays raising its target to £3.00 helping to frame a more cautious but still balanced view on the shares. Analyst Commentary Recent research updates present a mixed but generally cautious mood around WPP, with several price targets adjusted to levels closer to where the shares have been trading.
STVG
UK£1.08
STV Group
7D
-0.9%
1Y
-35.7%

STVG: Earnings Guidance And Margin Outlook Will Support Future Re Rating

Analysts have modestly lifted their price target for STV Group from £1.66 to £1.80, citing updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What's in the News STV Group issued earnings guidance for the year ending December 31, 2025, giving investors a clearer view of expected financial performance (Key Developments).
BMY
UK£5.84
Bloomsbury Publishing
7D
32.7%
1Y
3.5%
SFOR
UK£0.22
S4 Capital
7D
7.1%
1Y
-30.9%

SFOR: Higher Price Objectives And Profit Margins Will Support Future Re Rating Potential

Narrative Update Analysts have lifted their blended price target on S4 Capital to £0.22 per share from £0.20. This reflects updated views on fair value, a slightly higher discount rate, weaker revenue expectations, modestly better profit margins and a lower assumed future P/E multiple.
SYS1
UK£2.12
System1 Group
7D
-2.3%
1Y
-64.1%
MDZ
UK£0.0011
MediaZest
7D
-4.3%
1Y
42.9%
SAL
UK£2.05
SpaceandPeople
7D
-2.4%
1Y
110.3%
CAN
UK£2.96
Canal+
7D
1.6%
1Y
70.2%
TIG
UK£0.41
Team Internet Group
7D
-6.8%
1Y
-28.1%
EYE
UK£3.40
Eagle Eye Solutions Group
7D
-6.8%
1Y
-6.8%
FOUR
UK£38.65
4imprint Group
7D
2.5%
1Y
-19.3%