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U.K. (FTSE) Media Industry Analysis

UpdatedApr 07, 2026
DataAggregated Company Financials
Companies27
  • 7D3.3%
  • 3M-16.0%
  • 1Y-4.2%
  • YTD-13.9%

In the last week, the Media industry is up 3.1%, with Informa up 5.3%. During this same period, the Future underperformed, falling 27%. However, the industry is down 9.7% 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
Tue, 07 Apr 2026UK£20.5bUK£33.0b-UK£62,223,527.0913.9x-328.8x0.6x
Thu, 05 Mar 2026UK£22.2bUK£32.3b-UK£372,911,722.6416.8x-59.6x0.7x
Sat, 31 Jan 2026UK£24.4bUK£32.9bUK£403.6m14.8x60.4x0.7x
Mon, 29 Dec 2025UK£23.9bUK£33.0bUK£403.9m14.4x59.2x0.7x
Wed, 26 Nov 2025UK£24.4bUK£33.2bUK£416.2m14.2x58.7x0.7x
Fri, 24 Oct 2025UK£24.6bUK£33.1bUK£418.8m12.9x58.8x0.7x
Sun, 21 Sep 2025UK£24.7bUK£33.2bUK£438.4m13.7x56.3x0.7x
Tue, 19 Aug 2025UK£24.7bUK£33.3bUK£482.1m12.8x51.3x0.7x
Thu, 17 Jul 2025UK£24.6bUK£33.7bUK£1.1b11.7x23.3x0.7x
Sat, 14 Jun 2025UK£25.3bUK£33.6bUK£1.1b11.3x24.1x0.8x
Mon, 12 May 2025UK£25.2bUK£33.6bUK£1.1b11.7x23.9x0.7x
Wed, 09 Apr 2025UK£22.4bUK£33.8bUK£1.1b11.2x20.1x0.7x
Fri, 07 Mar 2025UK£26.4bUK£28.4bUK£1.6b12.3x16.8x0.9x
Sun, 02 Feb 2025UK£30.5bUK£28.8bUK£1.3b16.6x23.9x1.1x
Tue, 31 Dec 2024UK£29.8bUK£28.7bUK£1.3b14.9x23.3x1x
Thu, 28 Nov 2024UK£29.2bUK£28.7bUK£1.3b15.3x22.6x1x
Sat, 26 Oct 2024UK£28.6bUK£28.6bUK£1.3b16.7x22.2x1x
Mon, 23 Sep 2024UK£30.0bUK£28.7bUK£1.3b19.5x22.8x1x
Wed, 21 Aug 2024UK£29.9bUK£28.9bUK£1.3b17.9x23.5x1x
Fri, 19 Jul 2024UK£30.7bUK£28.7bUK£998.6m19.5x30.7x1.1x
Sun, 16 Jun 2024UK£30.3bUK£28.7bUK£999.6m18.1x30.4x1.1x
Tue, 14 May 2024UK£32.1bUK£28.7bUK£998.5m19.8x32.1x1.1x
Thu, 11 Apr 2024UK£30.8bUK£28.7bUK£978.0m21.2x31.5x1.1x
Sat, 09 Mar 2024UK£29.7bUK£28.7bUK£732.9m31.2x40.5x1x
Mon, 05 Feb 2024UK£32.2bUK£29.6bUK£1.2b20.3x27.2x1.1x
Wed, 03 Jan 2024UK£31.7bUK£29.6bUK£1.2b18.1x26.7x1.1x
Fri, 01 Dec 2023UK£29.9bUK£29.0bUK£1.2b15.9x25.3x1x
Sun, 29 Oct 2023UK£29.0bUK£29.0bUK£1.2b18.3x24.4x1x
Tue, 26 Sep 2023UK£30.5bUK£29.0bUK£1.2b19.3x26x1.1x
Thu, 24 Aug 2023UK£30.4bUK£28.8bUK£1.1b23.7x27.8x1.1x
Sat, 22 Jul 2023UK£32.3bUK£27.8bUK£1.2b20.6x27.2x1.2x
Mon, 19 Jun 2023UK£33.0bUK£27.8bUK£1.2b45.7x28.3x1.2x
Wed, 17 May 2023UK£32.9bUK£27.8bUK£1.2b34.3x27.5x1.2x
Fri, 14 Apr 2023UK£33.7bUK£27.7bUK£1.1b25.1x29.9x1.2x
Price to Earnings Ratio

29.9x


Total Market Cap: UK£33.7bTotal Earnings: UK£1.1bTotal Revenue: UK£27.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Media Industry Price to Earnings3Y Average 26x202420252026
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 0.95x.
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 6.1% 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 Market3.10%
Telecom2.92%
Media3.27%
Advertising4.63%
Broadcasting1.73%
Cable and Satellite0%0
Publishing-8.20%
Industry PE
  • Investors are most optimistic about the Broadcasting industry which is trading above its 3-year average PE ratio of 20.7x.
    • Analysts are expecting annual earnings growth of 26.8%, 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 17% 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£7.855.3%
+UK£502.2m		21.2%PE905.6x
ITV ITVUK£0.762.6%
+UK£71.1m		13.0%PE13x
WPP WPPUK£2.402.9%
+UK£59.0m		-53.1%PS0.2x
FOUR 4imprint GroupUK£35.254.3%
+UK£40.7m		11.0%PE11.5x
SFOR S4 CapitalUK£0.3014.9%
+UK£26.5m		4.8%PS0.3x

Latest News

WPP
UK£2.40
WPP
7D
2.9%
1Y
-53.1%

WPP: Weak Margins And AI Uncertainty Will Pressure Future Repricing

Analysts have trimmed WPP's blended price target to the low £3 range, reflecting lower Street targets of £3.10 and £3.00, as well as updated assumptions for weaker profit margins and a much higher implied future P/E multiple. Analyst Commentary Recent Street research around WPP has tilted cautious, with several Bearish analysts revisiting their assumptions on growth, execution and valuation.
STVG
UK£0.99
STV Group
7D
-2.9%
1Y
-33.6%

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£0.76
ITV
7D
2.6%
1Y
13.0%

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£0.30
S4 Capital
7D
14.9%
1Y
4.8%

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£0.082
Time Out Group
7D
-1.2%
1Y
-75.3%
FUTR
UK£2.86
Future
7D
-26.6%
1Y
-55.9%
TMG
UK£0.13
Mission Group
7D
-2.0%
1Y
-46.8%
INF
UK£7.85
Informa
7D
5.3%
1Y
21.2%

INF: Future Returns Will Be Driven By Ongoing Buybacks Despite AI Uncertainty

Informa's updated analyst price target has moved lower by £0.45 in fair value terms, reflecting a mix of modest target trims from £1,345 to £1,330 and £1,330 to £1,300, alongside one increase to £1,080 and a new £975 initiation, as analysts balance slightly adjusted growth, margin and P/E assumptions. Analyst Commentary Recent research updates present a mixed picture, with several price targets adjusted and one new initiation.
NFG
UK£2.26
Next 15 Group
7D
1.3%
1Y
-3.2%

NFG: Analyst Day Updates Will Support Reappraisal Of Earnings Quality Outlook

Analysts have trimmed their average 12 month price target for Next 15 Group to £5.10, citing updated assumptions around a higher discount rate, a slightly larger forecast revenue decline, modestly stronger profit margins, and a small adjustment to future P/E expectations. What's in the News Next 15 Group held an Analyst/Investor Day, giving the market an opportunity to hear directly from management about the business and the outlook assumptions that may feed into valuation models (Key Developments).
SAA
UK£1.14
M&C Saatchi
7D
-0.4%
1Y
-29.3%
TIG
UK£0.36
Team Internet Group
7D
-0.3%
1Y
-27.9%
CAU
UK£0.12
Centaur Media
7D
-4.0%
1Y
-48.7%
FOUR
UK£35.25
4imprint Group
7D
4.3%
1Y
11.0%
CAN
UK£2.05
Canal+
7D
0.6%
1Y
32.0%
BMY
UK£5.72
Bloomsbury Publishing
7D
2.5%
1Y
7.9%
NAH
UK£0.30
NAHL Group
7D
-1.9%
1Y
-51.0%

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