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U.K. (FTSE) Media Industry Analysis

UpdatedApr 15, 2026
DataAggregated Company Financials
Companies27
  • 7D5.0%
  • 3M-10.9%
  • 1Y-7.3%
  • YTD-9.7%

Over the last 7 days, the Media industry has risen 5.0%, driven by gains in Canal+ and Informa of 6.9% and 1.4%, respectively. In the past year, the industry is down 7.3%. 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
Thu, 16 Apr 2026UK£21.5bUK£33.0b-UK£63,625,309.0014.5x-337.6x0.7x
Sat, 14 Mar 2026UK£20.8bUK£33.0b-UK£335,567,819.9816.5x-62x0.6x
Mon, 09 Feb 2026UK£23.2bUK£32.9bUK£403.8m14.4x57.5x0.7x
Wed, 07 Jan 2026UK£24.5bUK£32.9bUK£404.5m14.5x60.5x0.7x
Fri, 05 Dec 2025UK£24.4bUK£33.1bUK£417.3m14.5x58.5x0.7x
Sun, 02 Nov 2025UK£24.2bUK£33.2bUK£416.3m12.9x58.1x0.7x
Tue, 30 Sep 2025UK£24.6bUK£33.2bUK£435.2m11.5x56.6x0.7x
Thu, 28 Aug 2025UK£24.9bUK£33.3bUK£482.4m12.6x51.6x0.7x
Sat, 26 Jul 2025UK£25.5bUK£34.1bUK£600.8m12.7x42.4x0.7x
Mon, 23 Jun 2025UK£25.2bUK£33.6bUK£1.1b11.8x23.9x0.7x
Wed, 21 May 2025UK£26.2bUK£33.6bUK£1.1b12.9x24.7x0.8x
Fri, 18 Apr 2025UK£23.1bUK£33.7bUK£1.1b11.5x21.2x0.7x
Sun, 16 Mar 2025UK£25.9bUK£33.8bUK£1.5b12.3x17.9x0.8x
Tue, 11 Feb 2025UK£30.9bUK£28.8bUK£1.3b15.9x24.2x1.1x
Thu, 09 Jan 2025UK£28.8bUK£28.8bUK£1.3b15.2x22.5x1x
Sat, 07 Dec 2024UK£29.6bUK£28.7bUK£1.3b16x23.2x1x
Mon, 04 Nov 2024UK£28.6bUK£28.7bUK£1.3b16.6x22.4x1x
Wed, 02 Oct 2024UK£29.6bUK£28.7bUK£1.3b18.9x22.5x1x
Fri, 30 Aug 2024UK£30.2bUK£28.8bUK£1.3b18x23.7x1x
Sun, 28 Jul 2024UK£31.2bUK£28.8bUK£1.1b21x27.9x1.1x
Tue, 25 Jun 2024UK£31.0bUK£28.7bUK£999.7m18.9x31x1.1x
Thu, 23 May 2024UK£31.5bUK£28.6bUK£983.4m21.2x32x1.1x
Sat, 20 Apr 2024UK£30.1bUK£28.7bUK£993.7m20.4x30.3x1x
Mon, 18 Mar 2024UK£30.0bUK£29.1bUK£809.0m26.7x37.1x1x
Wed, 14 Feb 2024UK£29.5bUK£28.9bUK£1.2b19.9x24x1x
Fri, 12 Jan 2024UK£31.1bUK£29.6bUK£1.2b17.6x26.3x1.1x
Sun, 10 Dec 2023UK£30.8bUK£29.6bUK£1.2b17.8x26x1x
Tue, 07 Nov 2023UK£30.2bUK£29.0bUK£1.2b18.7x25.4x1x
Thu, 05 Oct 2023UK£29.8bUK£29.0bUK£1.2b19.3x25.3x1x
Sat, 02 Sep 2023UK£31.0bUK£28.8bUK£1.1b24.2x28.5x1.1x
Mon, 31 Jul 2023UK£32.6bUK£28.3bUK£1.2b20.2x26.5x1.2x
Wed, 28 Jun 2023UK£31.6bUK£27.8bUK£1.2b42.5x27.1x1.1x
Fri, 26 May 2023UK£32.4bUK£27.8bUK£1.2b40.9x27.2x1.2x
Sun, 23 Apr 2023UK£34.4bUK£27.7bUK£1.1b30.4x30.7x1.2x
Price to Earnings Ratio

30.7x


Total Market Cap: UK£34.4bTotal Earnings: UK£1.1bTotal Revenue: UK£27.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Media Industry Price to Earnings3Y Average 23x202420252026
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 6.0% 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 Market2.94%
Telecom2.77%
Media5.05%
Publishing7.65%
Advertising4.94%
Broadcasting4.88%
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 20.9x.
    • Analysts are expecting annual earnings growth of 28.3%, 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 decline of 9.3% per year.
  • In contrast, the Publishing industry is expected to see its earnings grow by 16% 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
CAN Canal+UK£2.326.9%
+UK£147.1m		45.3%PS0.4x
INF InformaUK£8.171.4%
+UK£147.0m		18.1%PE940.5x
WPP WPPUK£2.632.7%
+UK£75.5m		-51.7%PS0.2x
FUTR FutureUK£3.2313.8%
+UK£36.1m		-55.3%PE4.5x
SFOR S4 CapitalUK£0.3910.6%
+UK£24.8m		37.3%PS0.3x

Latest News

WPP
UK£2.63
WPP
7D
2.7%
1Y
-51.7%
FUTR
UK£3.23
Future
7D
13.8%
1Y
-55.3%
FOUR
UK£36.82
4imprint Group
7D
-0.4%
1Y
20.9%
SYS1
UK£2.96
System1 Group
7D
-3.9%
1Y
-45.2%
INF
UK£8.17
Informa
7D
1.4%
1Y
18.1%

Specialist B2B Events And Academic Platforms Will Unlock Powerful Long Term Value

Catalysts About Informa Informa operates a global portfolio of B2B live events and specialist academic knowledge services across multiple industries and regions. What are the underlying business or industry changes driving this perspective?
RCH
UK£0.65
Reach
7D
6.9%
1Y
-11.6%

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

Analysts have trimmed their price target on Reach, reflecting a slightly lower fair value estimate of £0.64 from £0.68 as they factor in softer revenue expectations, offset by higher profit margins and a lower assumed future P/E multiple. Valuation Changes Fair Value: Trimmed from £0.68 to £0.64, a small reduction in the analyst fair value estimate.
YOU
UK£1.87
YouGov
7D
4.6%
1Y
-32.9%

YOU: Overweight Stance And Shopper Review Will Support Future Repricing

Analysts have trimmed YouGov's fair value estimate from £6.00 to £4.50, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E, which are reflected in recent price target cuts from £3.85 to £3.80 and further reductions of £0.30 and £0.20 across the Street. Analyst Commentary Recent Street research on YouGov has centered on recalibrated price targets, with major houses fine tuning their views rather than making wholesale changes to their ratings.
STVG
UK£1.00
STV Group
7D
-2.6%
1Y
-42.1%

STVG: 2025 Revenue Guidance And Reset Earnings Multiple Will Support Steady Outlook

Analysts have kept their £1.05 price target for STV Group unchanged, citing steady assumptions on fair value, a slightly lower discount rate, modestly adjusted revenue growth expectations, a marginally higher profit margin outlook, and a small refinement to the future P/E input. What's in the News STV Group issued earnings guidance for the year ending December 31, 2025, indicating expected Group revenue toward the top end of the £165 million to £180 million range (Key Developments).
ITV
UK£0.79
ITV
7D
-1.1%
1Y
2.8%

ITV: Easing Advertising Headwinds Will Support Stronger Future Share Appeal

Analysts have nudged their price expectations for ITV higher, with the updated fair value estimate moving from £1.03 to £1.04 as they factor in easing pressure on advertising demand and slightly richer P/E assumptions, despite more cautious views on growth and margins. Analyst Commentary Recent Street research points to a more constructive tone around ITV, with bullish analysts emphasising easing pressure on advertising demand and a supportive valuation backdrop.
SFOR
UK£0.39
S4 Capital
7D
10.6%
1Y
37.3%

SFOR: Improved Margins And Lower Discount Rate Will Support Future Re Rating

Analysts have lifted their price targets on S4 Capital to £0.52 from £0.38, citing updated assumptions that reflect a lower discount rate, a smaller revenue decline, slightly higher expected P/E, and improved profit margin expectations. Analyst Commentary Recent research suggests that several bullish analysts see the latest price target revisions as a sign that S4 Capital's valuation case has improved, even if their overall stance on the shares remains measured.
TMO
UK£0.077
Time Out Group
7D
-4.9%
1Y
-75.4%
TMG
UK£0.13
Mission Group
7D
-2.0%
1Y
-43.2%
SAA
UK£1.15
M&C Saatchi
7D
0%
1Y
-27.9%
TIG
UK£0.35
Team Internet Group
7D
-2.2%
1Y
-35.4%
CAN
UK£2.32
Canal+
7D
6.9%
1Y
45.3%
BMY
UK£5.98
Bloomsbury Publishing
7D
2.2%
1Y
2.6%