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U.K. (FTSE) Media Industry Analysis

UpdatedApr 30, 2026
DataAggregated Company Financials
Companies26
  • 7D-1.4%
  • 3M-10.4%
  • 1Y-10.1%
  • YTD-9.2%

Over the last 7 days, the Media industry has dropped 1.4%, driven by pullbacks in Informa and ITV of 1.3% and 3.9%, respectively. Meanwhile, Eagle Eye Solutions Group actually outperformed within the industry, gaining 18% in the last week. However, the industry is down 10% over the past year. As for the next few years, earnings are expected to grow by 30% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 30 Apr 2026UK£21.5bUK£32.9b-UK£63,207,172.6814.7x-340.2x0.7x
Sat, 28 Mar 2026UK£19.9bUK£33.0b-UK£62,431,726.1313.8x-318.3x0.6x
Mon, 23 Feb 2026UK£23.1bUK£33.0bUK£403.7m14.6x57.1x0.7x
Wed, 21 Jan 2026UK£24.2bUK£33.0bUK£404.1m14.9x59.9x0.7x
Fri, 19 Dec 2025UK£23.9bUK£33.1bUK£398.1m14.5x60.1x0.7x
Sun, 16 Nov 2025UK£23.9bUK£33.2bUK£415.6m14x57.6x0.7x
Tue, 14 Oct 2025UK£24.4bUK£33.1bUK£406.5m13.9x60.1x0.7x
Thu, 11 Sep 2025UK£25.0bUK£33.2bUK£462.6m12.4x54x0.8x
Sat, 09 Aug 2025UK£24.5bUK£33.4bUK£482.3m12.8x50.9x0.7x
Mon, 07 Jul 2025UK£25.5bUK£33.6bUK£1.1b12.1x24.3x0.8x
Wed, 04 Jun 2025UK£25.6bUK£33.5bUK£1.1b11.2x24.3x0.8x
Fri, 02 May 2025UK£24.8bUK£33.6bUK£1.1b12.2x22.7x0.7x
Sun, 30 Mar 2025UK£26.1bUK£33.6bUK£1.1b11.9x22.8x0.8x
Tue, 25 Feb 2025UK£29.7bUK£28.4bUK£1.3b14x23.5x1x
Thu, 23 Jan 2025UK£29.7bUK£28.8bUK£1.3b15.7x23.3x1x
Sat, 21 Dec 2024UK£30.2bUK£28.7bUK£1.3b15x23.7x1.1x
Mon, 18 Nov 2024UK£28.2bUK£28.7bUK£1.3b15.4x21.9x1x
Wed, 16 Oct 2024UK£28.1bUK£28.5bUK£1.3b18.2x21.9x1x
Fri, 13 Sep 2024UK£29.8bUK£28.8bUK£1.3b16.8x23.3x1x
Sun, 11 Aug 2024UK£29.2bUK£28.9bUK£1.3b17.7x23x1x
Tue, 09 Jul 2024UK£30.7bUK£28.7bUK£999.6m18.9x30.7x1.1x
Thu, 06 Jun 2024UK£31.9bUK£28.7bUK£999.0m20.1x32x1.1x
Sat, 04 May 2024UK£31.0bUK£28.7bUK£994.4m19.1x31.2x1.1x
Mon, 01 Apr 2024UK£30.8bUK£28.7bUK£978.9m21.2x31.5x1.1x
Wed, 28 Feb 2024UK£29.4bUK£28.8bUK£804.8m31.3x36.5x1x
Fri, 26 Jan 2024UK£32.0bUK£29.6bUK£1.2b20.1x27x1.1x
Sun, 24 Dec 2023UK£31.8bUK£29.6bUK£1.2b18x26.8x1.1x
Tue, 21 Nov 2023UK£30.5bUK£29.0bUK£1.2b17.1x25.7x1x
Thu, 19 Oct 2023UK£29.5bUK£29.0bUK£1.2b18.2x24.9x1x
Sat, 16 Sep 2023UK£31.3bUK£28.8bUK£1.1b25.1x28.6x1.1x
Mon, 14 Aug 2023UK£31.5bUK£28.8bUK£1.1b24.5x28.6x1.1x
Wed, 12 Jul 2023UK£31.5bUK£27.8bUK£1.2b33x27.1x1.1x
Fri, 09 Jun 2023UK£32.8bUK£27.8bUK£1.2b45.3x28.1x1.2x
Sun, 07 May 2023UK£33.2bUK£27.8bUK£1.2b35.1x27.7x1.2x
Price to Earnings Ratio

27.7x


Total Market Cap: UK£33.2bTotal Earnings: UK£1.2bTotal Revenue: UK£27.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Media Industry Price to Earnings3Y Average 18.3x202420252026
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 0.94x.
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 Market-2.70%
Telecom-1.22%
Media-1.37%
Cable and Satellite0%0
Advertising-0.72%
Publishing-2.16%
Broadcasting-3.12%
Industry PE
  • Investors are most optimistic about the Broadcasting industry which is trading above its 3-year average PE ratio of 21.1x.
    • Analysts are expecting annual earnings growth of 29.2%, 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 31% over the next 5 years.
  • This is better than its past earnings decline of 3.0% 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
EYE Eagle Eye Solutions GroupUK£4.0017.6%
+UK£18.0m		0%PS2.5x
SFOR S4 CapitalUK£0.436.0%
+UK£16.2m		61.5%PS0.4x
SAA M&C SaatchiUK£1.326.9%
+UK£9.4m		-17.0%PS0.5x
WPP WPPUK£2.680.3%
+UK£9.2m		-53.5%PS0.2x
NFG Next 15 GroupUK£2.390.6%
+UK£1.5m		-7.7%PE15.2x

Latest News

CAN
UK£2.28
Canal+
7D
-2.1%
1Y
33.6%
WPP
UK£2.68
WPP
7D
0.3%
1Y
-53.5%
PEBB
UK£0.54
Pebble Group
7D
1.9%
1Y
52.1%
EYE
UK£4.00
Eagle Eye Solutions Group
7D
17.6%
1Y
0%
FOUR
UK£37.38
4imprint Group
7D
-2.3%
1Y
9.9%
INF
UK£7.95
Informa
7D
-1.3%
1Y
9.3%

Rising Digital Formats And AI Productivity Will Shape Live B2B Events Steadily

Catalysts About Informa Informa operates a global portfolio of B2B live events and specialist academic and professional content services. What are the underlying business or industry changes driving this perspective?
RCH
UK£0.64
Reach
7D
-1.1%
1Y
-15.8%

RCH: Softer Revenue Outlook And Higher Margins Will Shape Future Upside Potential

Analysts have nudged their price target on Reach slightly lower to £0.64, reflecting updated assumptions that include marginally softer revenue growth projections, a slightly adjusted discount rate, and a modestly higher profit margin outlook paired with a small adjustment to the future P/E multiple. Valuation Changes Fair Value: unchanged at £0.64 per share.
NFG
UK£2.39
Next 15 Group
7D
0.6%
1Y
-7.7%

NFG: Analyst Day Outlook And Margin Assumptions Will Support Fair Value Reappraisal

Analysts have slightly reduced their average price target for Next 15 Group to reflect modestly softer revenue expectations, while marginally improved margin and P/E assumptions partly offset this impact, resulting in a small decrease in the implied fair value per share in £ terms. What's in the News Next 15 Group held an Analyst/Investor Day, giving the market a new opportunity to hear directly from management about the business and its outlook for the coming periods (Key Developments).
SAA
UK£1.32
M&C Saatchi
7D
6.9%
1Y
-17.0%
YOU
UK£1.85
YouGov
7D
-2.3%
1Y
-35.3%

YOU: Shopper Review And Margin Discipline Will Support Future Share Upside

Analysts have adjusted YouGov's fair value estimate to £3.65 from £4.43, reflecting updated views on revenue growth, profit margins and a lower future P/E multiple following recent changes in Street price targets. Analyst Commentary Recent Street research around YouGov has focused on recalibrating price targets, with one increase of 10 GBp from JPMorgan and two reductions of 20 GBp and 30 GBp from other firms.
SCGL
UK£0.0022
Sealand Capital Galaxy
7D
-18.2%
1Y
-70.0%
SFOR
UK£0.43
S4 Capital
7D
6.0%
1Y
61.5%

SFOR: Narrow Price Range Will Test Fragile Profitability Expectations

Analysts have lifted their price targets on S4 Capital to around £0.22 to £0.24 per share, citing updated assumptions on discount rates, revenue trends and profitability, along with recent target increases from major banks. Analyst Commentary Recent research points to a clustered set of price targets around £0.22 to £0.24 per share, with some banks adjusting their views in relatively small increments.
ITV
UK£0.79
ITV
7D
-3.9%
1Y
-1.6%

ITV: Easing Advertising Pressures Will Support Stronger Future Share Repricing

Analysts have lifted their 12 month price targets on ITV to around £0.95 from approximately £0.84 to £0.85, highlighting easing pressure on advertising demand as a key factor supporting the updated view. Analyst Commentary Recent commentary from bullish analysts has centred on the view that pressure on ITV's advertising income is easing.
BMY
UK£6.12
Bloomsbury Publishing
7D
-3.8%
1Y
2.9%
NAH
UK£0.34
NAHL Group
7D
5.0%
1Y
-43.1%
TMG
UK£0.13
Mission Group
7D
6.0%
1Y
-41.1%