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U.K. (FTSE) Media Industry Analysis

UpdatedApr 28, 2026
DataAggregated Company Financials
Companies26
  • 7D-1.9%
  • 3M-10.7%
  • 1Y-7.9%
  • YTD-8.7%

Over the last 7 days, the Media industry has dropped 1.9%, driven by a pullback from Informa of 3.3%. On the other hand Eagle Eye Solutions Group is actually up 19%. Overall the industry is down 7.9% in 12 months. Looking forward, 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
Tue, 28 Apr 2026UK£21.6bUK£32.9b-UK£63,423,669.8714.3x-341x0.7x
Thu, 26 Mar 2026UK£20.4bUK£33.0b-UK£62,757,294.9214.3x-324.6x0.6x
Sat, 21 Feb 2026UK£23.1bUK£33.0bUK£403.8m14.6x57.1x0.7x
Mon, 19 Jan 2026UK£24.2bUK£32.9bUK£404.9m15.2x59.7x0.7x
Wed, 17 Dec 2025UK£23.6bUK£33.1bUK£397.9m14.4x59.4x0.7x
Fri, 14 Nov 2025UK£24.1bUK£33.2bUK£415.6m14.3x57.9x0.7x
Sun, 12 Oct 2025UK£24.2bUK£33.1bUK£406.2m13.9x59.7x0.7x
Tue, 09 Sep 2025UK£25.5bUK£33.2bUK£462.4m12.2x55.1x0.8x
Thu, 07 Aug 2025UK£24.9bUK£34.0bUK£643.1m13.5x38.7x0.7x
Sat, 05 Jul 2025UK£25.5bUK£33.6bUK£1.1b12.1x24.3x0.8x
Mon, 02 Jun 2025UK£25.8bUK£33.5bUK£1.1b12.6x24.5x0.8x
Wed, 30 Apr 2025UK£24.2bUK£33.6bUK£1.1b12.1x22.2x0.7x
Fri, 28 Mar 2025UK£26.4bUK£33.6bUK£1.1b12.1x23x0.8x
Sun, 23 Feb 2025UK£29.8bUK£28.4bUK£1.3b14.1x23.6x1x
Tue, 21 Jan 2025UK£29.6bUK£28.8bUK£1.3b14.7x23.2x1x
Thu, 19 Dec 2024UK£31.2bUK£28.7bUK£1.3b15.1x24.4x1.1x
Sat, 16 Nov 2024UK£28.2bUK£28.7bUK£1.3b14.6x22.1x1x
Mon, 14 Oct 2024UK£28.1bUK£28.5bUK£1.3b17.4x21.9x1x
Wed, 11 Sep 2024UK£29.6bUK£28.8bUK£1.3b17.1x23.2x1x
Fri, 09 Aug 2024UK£29.3bUK£28.9bUK£1.3b17.7x23x1x
Sun, 07 Jul 2024UK£30.6bUK£28.7bUK£999.6m19x30.6x1.1x
Tue, 04 Jun 2024UK£32.1bUK£28.6bUK£984.8m22.6x32.6x1.1x
Thu, 02 May 2024UK£30.7bUK£28.7bUK£995.0m19.2x30.8x1.1x
Sat, 30 Mar 2024UK£30.8bUK£28.7bUK£978.9m21.2x31.5x1.1x
Mon, 26 Feb 2024UK£29.7bUK£28.8bUK£804.8m31.9x37x1x
Wed, 24 Jan 2024UK£31.2bUK£29.6bUK£1.2b19.4x26.4x1.1x
Fri, 22 Dec 2023UK£31.7bUK£29.6bUK£1.2b17.5x26.8x1.1x
Sun, 19 Nov 2023UK£30.4bUK£29.0bUK£1.2b17.5x25.7x1x
Tue, 17 Oct 2023UK£29.8bUK£29.0bUK£1.2b18.5x25.1x1x
Thu, 14 Sep 2023UK£31.0bUK£28.8bUK£1.1b24.7x28.3x1.1x
Sat, 12 Aug 2023UK£31.5bUK£28.8bUK£1.1b24.5x28.6x1.1x
Mon, 10 Jul 2023UK£31.2bUK£27.8bUK£1.2b33.2x26.8x1.1x
Wed, 07 Jun 2023UK£32.8bUK£27.8bUK£1.2b43.7x28.1x1.2x
Fri, 05 May 2023UK£32.5bUK£27.8bUK£1.2b35x27.2x1.2x
Price to Earnings Ratio

27.2x


Total Market Cap: UK£32.5bTotal Earnings: UK£1.2bTotal Revenue: UK£27.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Media Industry Price to Earnings3Y Average 19x202420252026
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-2.59%
Telecom-1.66%
Media-1.90%
Publishing1.70%
Cable and Satellite0%0
Broadcasting-1.06%
Advertising-2.42%
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 29.0%, 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 33% 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£17.9m		0%PS2.5x
SAA M&C SaatchiUK£1.285.8%
+UK£7.6m		-19.3%PS0.4x
SFOR S4 CapitalUK£0.430.7%
+UK£2.0m		62.6%PS0.4x
STVG STV GroupUK£1.042.2%
+UK£1.0m		-37.0%PS0.3x
EBQ EbiquityUK£0.116.0%
+UK£903.2k		-53.5%PS0.2x

Latest News

EYE
UK£4.00
Eagle Eye Solutions Group
7D
17.6%
1Y
0%
FOUR
UK£37.58
4imprint Group
7D
-2.4%
1Y
11.3%
INF
UK£7.99
Informa
7D
-2.5%
1Y
10.9%

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
-1.2%
1Y
-17.9%

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£2.38
Next 15 Group
7D
-2.1%
1Y
-6.9%

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).
STVG
UK£1.04
STV Group
7D
2.2%
1Y
-37.0%
EBQ
UK£0.11
Ebiquity
7D
6.0%
1Y
-53.5%
SAA
UK£1.28
M&C Saatchi
7D
5.8%
1Y
-19.3%
WPP
UK£2.58
WPP
7D
-3.2%
1Y
-54.6%

WPP: Reset Revenue Outlook And Sector Pressures Will Constrain Future Repricing

Narrative Update on WPP The analyst price target for WPP has been reset to £3.10, down from £3.65, as analysts factor in weaker revenue growth assumptions alongside slightly firmer profit margin expectations. This reflects recent research that kept ratings broadly neutral on the shares.
CAN
UK£2.31
Canal+
7D
-2.6%
1Y
33.5%
SFOR
UK£0.43
S4 Capital
7D
0.7%
1Y
62.6%

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£0.80
ITV
7D
-3.0%
1Y
0.3%

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.
DNM
UK£0.15
Dianomi
7D
11.1%
1Y
-55.9%
PEBB
UK£0.53
Pebble Group
7D
1.0%
1Y
45.8%
TMG
UK£0.13
Mission Group
7D
2.0%
1Y
-42.0%
TIG
UK£0.33
Team Internet Group
7D
-3.5%
1Y
-40.7%