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U.K. (FTSE) Media Industry Analysis

UpdatedMar 01, 2026
DataAggregated Company Financials
Companies27
  • 7D0.2%
  • 3M-6.2%
  • 1Y-15.0%
  • YTD-3.1%

Over the last 7 days, the Media industry has remained flat. Unfortunately though, the industry is down 15% over the past 12 months. 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
Sun, 01 Mar 2026UK£23.1bUK£32.4b-UK£192,553,549.2516x-119.9x0.7x
Tue, 27 Jan 2026UK£24.7bUK£32.9bUK£403.5m15.2x61.1x0.7x
Thu, 25 Dec 2025UK£23.9bUK£33.0bUK£403.7m14.4x59.2x0.7x
Sat, 22 Nov 2025UK£24.0bUK£33.2bUK£416.4m13.8x57.5x0.7x
Mon, 20 Oct 2025UK£24.2bUK£33.1bUK£418.2m13.6x57.9x0.7x
Wed, 17 Sep 2025UK£25.0bUK£33.2bUK£448.5m13.7x55.7x0.8x
Fri, 15 Aug 2025UK£24.7bUK£33.3bUK£482.3m12.8x51.2x0.7x
Sun, 13 Jul 2025UK£24.7bUK£33.7bUK£1.1b11.8x23.5x0.7x
Tue, 10 Jun 2025UK£25.3bUK£33.5bUK£1.1b11.3x24.1x0.8x
Thu, 08 May 2025UK£24.8bUK£33.7bUK£1.1b11.5x23.6x0.7x
Sat, 05 Apr 2025UK£23.2bUK£33.7bUK£1.1b11.4x20.8x0.7x
Mon, 03 Mar 2025UK£27.8bUK£28.3bUK£1.6b12.9x17.4x1x
Wed, 29 Jan 2025UK£29.5bUK£28.8bUK£1.3b16.2x23.1x1x
Fri, 27 Dec 2024UK£30.1bUK£28.7bUK£1.3b15x23.5x1x
Sun, 24 Nov 2024UK£28.9bUK£28.7bUK£1.3b15.1x22.4x1x
Tue, 22 Oct 2024UK£28.2bUK£28.5bUK£1.3b16.7x22x1x
Thu, 19 Sep 2024UK£29.8bUK£28.8bUK£1.3b16.7x23.4x1x
Sat, 17 Aug 2024UK£29.9bUK£28.9bUK£1.3b17.9x23.6x1x
Mon, 15 Jul 2024UK£30.6bUK£28.7bUK£998.3m19.6x30.6x1.1x
Wed, 12 Jun 2024UK£30.5bUK£28.7bUK£999.4m18.8x30.6x1.1x
Fri, 10 May 2024UK£32.1bUK£28.7bUK£997.3m20.3x32.2x1.1x
Sun, 07 Apr 2024UK£30.3bUK£28.7bUK£978.8m21.3x30.9x1.1x
Tue, 05 Mar 2024UK£29.4bUK£28.8bUK£804.7m31.4x36.5x1x
Thu, 01 Feb 2024UK£32.2bUK£29.6bUK£1.2b20.3x27.2x1.1x
Sat, 30 Dec 2023UK£31.9bUK£29.6bUK£1.2b18.2x27x1.1x
Mon, 27 Nov 2023UK£30.3bUK£29.0bUK£1.2b16.4x25.6x1x
Wed, 25 Oct 2023UK£29.1bUK£29.0bUK£1.2b18x24.5x1x
Fri, 22 Sep 2023UK£30.9bUK£28.9bUK£1.2b20.4x26.7x1.1x
Sun, 20 Aug 2023UK£30.1bUK£28.8bUK£1.1b23.6x27.6x1x
Tue, 18 Jul 2023UK£32.3bUK£27.8bUK£1.2b26.3x27.7x1.2x
Thu, 15 Jun 2023UK£32.6bUK£27.8bUK£1.2b45.3x28x1.2x
Sat, 13 May 2023UK£32.9bUK£27.8bUK£1.2b34.5x27.5x1.2x
Mon, 10 Apr 2023UK£33.4bUK£27.7bUK£1.1b25.2x29.6x1.2x
Wed, 08 Mar 2023UK£36.0bUK£27.3bUK£1.3b16.1x26.9x1.3x
Price to Earnings Ratio

26.9x


Total Market Cap: UK£36.0bTotal Earnings: UK£1.3bTotal Revenue: UK£27.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Media Industry Price to Earnings3Y Average 32.1x202420252026
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 0.97x.
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 5.8% 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 Market1.91%
Telecom1.01%
Media0.17%
Broadcasting0.27%
Advertising0.14%
Publishing0.046%
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 19.9x.
    • Analysts are expecting annual earnings growth of 37.6%, which is higher than its past year's earnings decline of 57.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Broadcasting industry, expecting annual earnings growth of 38% over the next 5 years.
  • This is better than its past earnings decline of 57% per year.
  • In contrast, the Publishing industry is expected to see its earnings grow by 9.2% 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
INF InformaUK£8.380.8%
+UK£70.4m		-2.4%PE146.4x
CAN Canal+UK£3.091.5%
+UK£46.1m		77.4%PS0.5x
BMY Bloomsbury PublishingUK£4.632.2%
+UK£8.2m		-24.1%PE16.7x
SAA M&C SaatchiUK£1.281.6%
+UK£2.4m		-26.9%PE22.2x
RCH ReachUK£0.720.8%
+UK£1.9m		-15.2%PE4.6x

Latest News

WPP
UK£2.75
WPP
7D
-0.9%
1Y
-57.3%
MDZ
UK£0.0013
MediaZest
7D
18.2%
1Y
85.7%
SFOR
UK£0.20
S4 Capital
7D
-6.8%
1Y
-31.7%
NFG
UK£3.03
Next 15 Group
7D
-1.3%
1Y
0.3%

NFG: Analyst Day Will Support Reappraisal Of Earnings Quality Outlook

Analysts have nudged their price target for Next 15 Group up to £15.68 from £14.14, citing updated assumptions around a slightly lower discount rate, more conservative profit margins and revenue trends, and a higher future P/E multiple. What's in the News Next 15 Group held an Analyst/Investor Day, giving the market a dedicated forum to hear management's latest views, assumptions, and priorities for the business (Key Developments).
RCH
UK£0.72
Reach
7D
0.8%
1Y
-15.2%

RCH: Future Earnings Power Will Offset Softer Revenue Outlook

Analysts have trimmed their price target on Reach from £1.64 to about £1.48, citing updated assumptions that include slightly higher discount rates, softer revenue growth expectations, modestly stronger profit margins and a lower projected future P/E multiple. Valuation Changes Fair Value: Trimmed from £1.64 to about £1.48, representing a modest reduction in the central valuation estimate.
INF
UK£8.38
Informa
7D
0.8%
1Y
-2.4%

INF: Future Returns Will Be Anchored By Buybacks And Higher P/E Expectations

Analysts have made only modest adjustments to Informa's targets, with one increasing the price target to £10.80 and another trimming theirs to £13.30. This reflects mixed views that balance slightly higher revenue growth assumptions with marginally lower profit margin expectations and a higher future P/E.
FUTR
UK£4.16
Future
7D
-2.3%
1Y
-54.5%

FUTR: Dividend And Medium Term Guidance Will Support Further Upside

Analysts have trimmed their fair value estimate for Future from £11.68 to £10.34, reflecting updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What's in the News Future issued earnings guidance for fiscal year 2026, indicating expectations for modest organic revenue growth in line with current consensus, with a medium term target for sustainable revenue growth of 2 to 4% (company guidance).
YOU
UK£2.10
YouGov
7D
0.5%
1Y
-40.8%

YOU: Overweight Rating And Dividend Are Expected To Support Repricing

Analysts have trimmed their price target on YouGov slightly to £3.80 from £3.85, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. Analyst Commentary JPMorgan's move to trim its price target on YouGov to £3.80 from £3.85 is relatively small, which suggests its core view on the company and its valuation framework remains broadly intact.
ITV
UK£0.80
ITV
7D
-1.0%
1Y
12.3%

ITV: Higher Margin Outlook Will Support Stronger Future Share Appeal

Analysts have adjusted their price target on ITV to £1.03, with the change linked to updated assumptions on the discount rate, revenue growth, profit margin and future P/E expectations. Valuation Changes Fair Value: £1.03 is unchanged, indicating no adjustment to the central valuation estimate.
BMY
UK£4.63
Bloomsbury Publishing
7D
2.2%
1Y
-24.1%

What Bloomsbury Publishing Plc's (LON:BMY) P/E Is Not Telling You

Feb 07
What Bloomsbury Publishing Plc's (LON:BMY) P/E Is Not Telling You
CAN
UK£3.09
Canal+
7D
1.5%
1Y
77.4%
TIG
UK£0.47
Team Internet Group
7D
-3.7%
1Y
-52.0%
EYE
UK£3.74
Eagle Eye Solutions Group
7D
-1.1%
1Y
-2.9%
FOUR
UK£39.75
4imprint Group
7D
-1.4%
1Y
-23.6%
TMG
UK£0.20
Mission Group
7D
2.6%
1Y
-25.9%

The Mission Group plc's (LON:TMG) Business Is Trailing The Industry But Its Shares Aren't

Jan 21
The Mission Group plc's (LON:TMG) Business Is Trailing The Industry But Its Shares Aren't
SAA
UK£1.28
M&C Saatchi
7D
1.6%
1Y
-26.9%