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U.K. (FTSE) Media Industry Analysis

UpdatedMar 13, 2026
DataAggregated Company Financials
Companies27
  • 7D-6.8%
  • 3M-12.5%
  • 1Y-17.9%
  • YTD-12.4%

Over the last 7 days, the Media industry has dropped 6.8%, driven by a pullback from Canal+ of 23%. Overall the industry is down 18% in 12 months. As for the next few years, earnings are expected to grow by 33% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 13 Mar 2026UK£20.9bUK£33.0b-UK£336,036,037.0116.3x-62.2x0.6x
Sun, 08 Feb 2026UK£23.2bUK£32.9bUK£403.8m14.4x57.5x0.7x
Tue, 06 Jan 2026UK£24.2bUK£32.9bUK£404.4m14.4x59.9x0.7x
Thu, 04 Dec 2025UK£24.3bUK£33.1bUK£417.2m14.4x58.4x0.7x
Sat, 01 Nov 2025UK£24.2bUK£33.2bUK£416.3m12.9x58.1x0.7x
Mon, 29 Sep 2025UK£24.5bUK£33.2bUK£435.3m11.2x56.2x0.7x
Wed, 27 Aug 2025UK£24.9bUK£33.3bUK£482.3m12.8x51.7x0.7x
Fri, 25 Jul 2025UK£25.9bUK£34.1bUK£826.6m12.4x31.4x0.8x
Sun, 22 Jun 2025UK£25.2bUK£33.6bUK£1.1b11.8x24x0.7x
Tue, 20 May 2025UK£25.9bUK£33.6bUK£1.1b12.7x24.3x0.8x
Thu, 17 Apr 2025UK£23.3bUK£33.7bUK£1.1b11.7x21.4x0.7x
Sat, 15 Mar 2025UK£25.9bUK£33.8bUK£1.5b12.3x17.9x0.8x
Mon, 10 Feb 2025UK£30.6bUK£28.8bUK£1.3b16x23.9x1.1x
Wed, 08 Jan 2025UK£29.2bUK£28.7bUK£1.3b15.3x22.9x1x
Fri, 06 Dec 2024UK£29.4bUK£28.7bUK£1.3b15.3x22.8x1x
Sun, 03 Nov 2024UK£28.6bUK£28.7bUK£1.3b16.6x22.4x1x
Tue, 01 Oct 2024UK£29.5bUK£28.7bUK£1.3b19x22.4x1x
Thu, 29 Aug 2024UK£30.0bUK£28.8bUK£1.3b18x23.5x1x
Sat, 27 Jul 2024UK£31.2bUK£28.8bUK£1.1b21x27.9x1.1x
Mon, 24 Jun 2024UK£30.5bUK£28.7bUK£999.9m18.5x30.5x1.1x
Wed, 22 May 2024UK£31.9bUK£28.6bUK£983.4m21.5x32.4x1.1x
Fri, 19 Apr 2024UK£30.1bUK£28.7bUK£993.7m20.4x30.3x1x
Sun, 17 Mar 2024UK£30.0bUK£29.1bUK£809.0m26.7x37.1x1x
Tue, 13 Feb 2024UK£30.1bUK£28.9bUK£1.2b20.4x24.4x1x
Thu, 11 Jan 2024UK£31.8bUK£29.6bUK£1.2b17.9x26.9x1.1x
Sat, 09 Dec 2023UK£30.8bUK£29.6bUK£1.2b17.8x26x1x
Mon, 06 Nov 2023UK£30.5bUK£29.0bUK£1.2b18.7x25.7x1.1x
Wed, 04 Oct 2023UK£29.8bUK£29.0bUK£1.2b19.1x25.3x1x
Fri, 01 Sep 2023UK£30.9bUK£28.8bUK£1.1b24.1x28.3x1.1x
Sun, 30 Jul 2023UK£32.6bUK£28.3bUK£1.2b20.2x26.5x1.2x
Tue, 27 Jun 2023UK£31.6bUK£27.8bUK£1.2b42.9x27.1x1.1x
Thu, 25 May 2023UK£32.4bUK£27.8bUK£1.2b40.9x27.2x1.2x
Sat, 22 Apr 2023UK£34.4bUK£27.7bUK£1.1b30.4x30.7x1.2x
Mon, 20 Mar 2023UK£33.4bUK£27.4bUK£1.2b19.9x27.3x1.2x
Price to Earnings Ratio

27.3x


Total Market Cap: UK£33.4bTotal Earnings: UK£1.2bTotal Revenue: UK£27.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Media Industry Price to Earnings3Y Average 30.9x202420252026
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 0.96x.
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 6.4% 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-1.19%
Telecom-1.48%
Media-6.82%
Publishing3.61%
Cable and Satellite0%0
Advertising-6.68%
Broadcasting-9.18%
Industry PE
  • Investors are most optimistic about the Broadcasting industry which is trading above its 3-year average PE ratio of 20.4x.
    • Analysts are expecting annual earnings growth of 27.3%, 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 36% over the next 5 years.
  • This is better than its past earnings decline of 16% per year.
  • In contrast, the Publishing industry is expected to see its earnings grow by 20% 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
BMY Bloomsbury PublishingUK£5.844.1%
+UK£18.8m		0.7%PE21.1x
SAA M&C SaatchiUK£1.232.9%
+UK£4.2m		-30.0%PE21.3x
SBDS Silver Bullet Data Services GroupUK£0.182.9%
+UK£95.6k		-54.4%PS0.4x

Latest News

CAN
UK£2.18
Canal+
7D
-23.1%
1Y
22.8%
INF
UK£7.59
Informa
7D
-4.7%
1Y
-0.8%
FOUR
UK£34.85
4imprint Group
7D
-10.2%
1Y
-12.8%
ITV
UK£0.83
ITV
7D
-1.0%
1Y
8.4%
SAA
UK£1.23
M&C Saatchi
7D
2.9%
1Y
-30.0%
NFG
UK£2.69
Next 15 Group
7D
-4.8%
1Y
-8.5%

NFG: Higher Future P/E Assumptions Will Support Further Rerating

Analysts have adjusted their price target on Next 15 Group from £4.35 to £4.65, citing updated assumptions for the discount rate, revenue trends, profit margins, 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 on the business and outlook (Key Developments).
YOU
UK£1.88
YouGov
7D
-6.7%
1Y
-39.9%

YOU: Forecast Will Emphasise Execution Risk Despite Bullish Long Term Outlook

Analysts have trimmed their 12 month price target on YouGov slightly, from £3.85 to £3.80, reflecting updated assumptions around growth, margins and future P/E multiples, while still seeing support for the investment case. Analyst Commentary Recent commentary around YouGov has a cautious tilt, with the small reduction in the 12 month price target from £3.85 to £3.80 highlighting some unease around the company’s ability to fully deliver on growth and margin ambitions at the current valuation.
WPP
UK£2.38
WPP
7D
-9.6%
1Y
-61.4%

WPP: AI Uncertainty And Weak 2026 Outlook Will Pressure Equity Repricing

Our updated narrative reflects a lower fair value estimate for WPP, alongside a reduced analyst price target range, with recent moves such as Citi cutting its target to £3.10 and Barclays raising its target to £3.00 helping to frame a more cautious but still balanced view on the shares. Analyst Commentary Recent research updates present a mixed but generally cautious mood around WPP, with several price targets adjusted to levels closer to where the shares have been trading.
BMY
UK£5.84
Bloomsbury Publishing
7D
4.1%
1Y
0.7%
TIG
UK£0.40
Team Internet Group
7D
-9.2%
1Y
-31.4%
SBDS
UK£0.18
Silver Bullet Data Services Group
7D
2.9%
1Y
-54.4%

Investors Still Aren't Entirely Convinced By Silver Bullet Data Services Group PLC's (LON:SBDS) Revenues Despite 26% Price Jump

Jan 27
Investors Still Aren't Entirely Convinced By Silver Bullet Data Services Group PLC's (LON:SBDS) Revenues Despite 26% Price Jump