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U.K. (FTSE) Media Industry Analysis

UpdatedJul 01, 2026
DataAggregated Company Financials
Companies26
  • 7D0.5%
  • 3M12.3%
  • 1Y-9.8%
  • YTD-4.1%

Over the last 7 days, the Media industry has remained flat, although notably Informa gained 3.8%. As for the longer term, the industry has declined 9.8% in the last year. Earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 01 Jul 2026UK£22.7bUK£32.7b-UK£90,690,401.4913.7x-250x0.7x
Fri, 29 May 2026UK£22.2bUK£32.8b-UK£73,829,252.1913.9x-300.6x0.7x
Sun, 26 Apr 2026UK£21.5bUK£32.9b-UK£63,416,970.8414.3x-339.8x0.7x
Tue, 24 Mar 2026UK£19.9bUK£33.0b-UK£338,864,729.0314.3x-58.8x0.6x
Thu, 19 Feb 2026UK£22.8bUK£33.0bUK£403.7m14.6x56.6x0.7x
Sat, 17 Jan 2026UK£24.2bUK£32.9bUK£404.9m15.2x59.7x0.7x
Mon, 15 Dec 2025UK£23.9bUK£33.1bUK£397.9m14.3x60.2x0.7x
Wed, 12 Nov 2025UK£24.9bUK£33.2bUK£415.9m14.5x59.8x0.7x
Fri, 10 Oct 2025UK£24.5bUK£33.1bUK£406.5m13.8x60.4x0.7x
Sun, 07 Sep 2025UK£25.2bUK£33.2bUK£464.1m12.2x54.4x0.8x
Tue, 05 Aug 2025UK£25.1bUK£34.0bUK£643.1m13.4x39x0.7x
Thu, 03 Jul 2025UK£25.6bUK£33.7bUK£1.1b12.2x24.4x0.8x
Sat, 31 May 2025UK£25.8bUK£33.5bUK£1.1b12.6x24.5x0.8x
Mon, 28 Apr 2025UK£24.0bUK£33.7bUK£1.1b11.8x22x0.7x
Wed, 26 Mar 2025UK£26.7bUK£33.6bUK£1.1b12.1x23.3x0.8x
Fri, 21 Feb 2025UK£29.9bUK£28.4bUK£1.3b14.1x23.6x1x
Sun, 19 Jan 2025UK£29.5bUK£28.8bUK£1.3b14.7x23.1x1x
Tue, 17 Dec 2024UK£29.2bUK£28.7bUK£1.3b15.2x22.9x1x
Thu, 14 Nov 2024UK£28.0bUK£28.7bUK£1.3b15.5x21.9x1x
Sat, 12 Oct 2024UK£28.1bUK£28.5bUK£1.3b17.4x21.9x1x
Mon, 09 Sep 2024UK£29.5bUK£28.8bUK£1.3b17x23.2x1x
Wed, 07 Aug 2024UK£29.6bUK£28.9bUK£1.2b18.9x25.1x1x
Fri, 05 Jul 2024UK£30.4bUK£28.7bUK£1.0b18.4x30.4x1.1x
Sun, 02 Jun 2024UK£32.1bUK£28.6bUK£985.2m22.6x32.6x1.1x
Tue, 30 Apr 2024UK£30.9bUK£28.7bUK£992.8m20.7x31.1x1.1x
Thu, 28 Mar 2024UK£30.7bUK£28.8bUK£887.8m21.2x34.6x1.1x
Sat, 24 Feb 2024UK£29.7bUK£28.8bUK£804.8m31.9x37x1x
Mon, 22 Jan 2024UK£30.8bUK£29.6bUK£1.2b19.3x26x1x
Wed, 20 Dec 2023UK£31.5bUK£29.6bUK£1.2b18.3x26.6x1.1x
Fri, 17 Nov 2023UK£30.4bUK£29.0bUK£1.2b17.5x25.7x1x
Sun, 15 Oct 2023UK£29.5bUK£29.0bUK£1.2b18.8x24.9x1x
Tue, 12 Sep 2023UK£31.0bUK£28.8bUK£1.1b24.8x28.3x1.1x
Thu, 10 Aug 2023UK£31.9bUK£28.7bUK£1.1b26.1x29.3x1.1x
Sat, 08 Jul 2023UK£31.2bUK£27.8bUK£1.2b33.2x26.8x1.1x
Price to Earnings Ratio

26.8x


Total Market Cap: UK£31.2bTotal Earnings: UK£1.2bTotal Revenue: UK£27.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Media Industry Price to Earnings3Y Average -0.6x202420252026
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 0.91x.
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 5.5% 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 Market0.55%
Telecom-2.84%
Media0.45%
Publishing0.80%
Advertising0.72%
Cable and Satellite0%0
Broadcasting-0.43%
Industry PE
  • Investors are most optimistic about the Broadcasting industry which is trading above its 3-year average PE ratio of 22.3x.
    • Analysts are expecting annual earnings growth of 29.9%, 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 32% over the next 5 years.
  • This is better than its past earnings growth rate of 25% per year.
  • In contrast, the Publishing industry is expected to see its earnings grow by 15% 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£9.153.4%
+UK£375.7m		13.3%PE1049.1x
ITV ITVUK£0.822.6%
+UK£78.5m		-1.1%PE13.9x
NFG Next 15 GroupUK£2.717.3%
+UK£18.7m		4.0%PS0.4x
YOU YouGovUK£2.296.3%
+UK£15.9m		-42.2%PE22x
BMY Bloomsbury PublishingUK£6.362.6%
+UK£12.9m		29.8%PE19x

Latest News

WPP
UK£2.45
WPP
7D
-4.1%
1Y
-53.8%
TIG
UK£0.48
Team Internet Group
7D
9.1%
1Y
-21.8%
NFG
UK£2.71
Next 15 Group
7D
7.3%
1Y
4.0%
Narrative Update • Jun 24

NFG: Stronger Margins And Going Concern Resolution Will Support Rerating

Analysts have trimmed their price target for Next 15 Group to £4.65, reflecting updated assumptions around slightly softer revenue growth, a modestly higher discount rate and a lower future P/E multiple, partly offset by expectations for stronger profit margins. What’s in the News for Next 15 Group Next 15 Group plc filed its Annual report on May 21, 2026 for the period ending January 31, 2026.
BMY
UK£6.36
Bloomsbury Publishing
7D
2.6%
1Y
29.8%
FUTR
UK£3.03
Future
7D
4.3%
1Y
-57.2%
Narrative Update • Jun 24

FUTR: Recent Downgrades And Buybacks Will Shape A More Cautious Outlook

Analysts have cut their average price target for Future plc to £3.55 from £9.90, reflecting lower fair value estimates, higher assumed risk and softer expectations for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Future plc points to a clear shift in tone, with several bearish analysts rethinking their stance on the stock and its valuation.
INF
UK£9.15
Informa
7D
3.4%
1Y
13.3%
ITV
UK£0.82
ITV
7D
2.6%
1Y
-1.1%
Narrative Update • Jun 18

ITV: Media Division Sale To Sky Will Keep Stock Overvalued

Analysts have kept their fair value estimate for ITV unchanged at £0.62 per share, indicating that only minor adjustments in the discount rate, revenue growth, and profit margin assumptions have left the overall price target effectively stable. What’s in the News for ITV ITV said it remained in active discussions to sell its media and entertainment division to Comcast's Sky (Sky Limited), with an indicated valuation of about £1.6b for the unit.
SCGL
UK£0.0021
Sealand Capital Galaxy
7D
-3.2%
1Y
-57.4%
YOU
UK£2.29
YouGov
7D
6.3%
1Y
-42.2%
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.
SBDS
UK£0.086
Silver Bullet Data Services Group
7D
-14.0%
1Y
-69.3%
NAH
UK£0.36
NAHL Group
7D
-3.5%
1Y
-21.1%
SYS1
UK£3.12
System1 Group
7D
-4.0%
1Y
-26.6%
TMG
UK£0.18
Mission Group
7D
-2.7%
1Y
-28.0%
FOUR
UK£37.58
4imprint Group
7D
1.0%
1Y
1.6%
SAL
UK£1.40
SpaceandPeople
7D
-2.1%
1Y
16.3%