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U.K. (FTSE) Media Industry Analysis

UpdatedApr 13, 2026
DataAggregated Company Financials
Companies27
  • 7D2.3%
  • 3M-13.3%
  • 1Y-7.6%
  • YTD-11.9%

The Media industry is up 2.3% in the last week, with Canal+ up 8.2%. In the past year, the industry is down 7.6%. 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
Mon, 13 Apr 2026UK£20.9bUK£33.0b-UK£63,287,428.3614.3x-330.9x0.6x
Wed, 11 Mar 2026UK£22.2bUK£32.3b-UK£338,614,361.2916.9x-65.5x0.7x
Fri, 06 Feb 2026UK£23.2bUK£32.9bUK£403.8m14.5x57.4x0.7x
Sun, 04 Jan 2026UK£23.9bUK£32.9bUK£404.2m14.2x59.1x0.7x
Tue, 02 Dec 2025UK£24.6bUK£33.2bUK£415.8m14.4x59.2x0.7x
Thu, 30 Oct 2025UK£25.0bUK£33.2bUK£415.9m13x60.1x0.8x
Sat, 27 Sep 2025UK£24.5bUK£33.2bUK£435.3m11.2x56.2x0.7x
Mon, 25 Aug 2025UK£25.4bUK£33.4bUK£481.7m12.7x52.7x0.8x
Wed, 23 Jul 2025UK£24.5bUK£33.7bUK£1.1b12x23.3x0.7x
Fri, 20 Jun 2025UK£25.1bUK£33.6bUK£1.1b11.5x23.9x0.7x
Sun, 18 May 2025UK£25.9bUK£33.6bUK£1.1b11.8x24.3x0.8x
Tue, 15 Apr 2025UK£23.3bUK£33.7bUK£1.1b11.7x21x0.7x
Thu, 13 Mar 2025UK£26.1bUK£28.4bUK£1.6b12.4x16.6x0.9x
Sat, 08 Feb 2025UK£30.6bUK£28.8bUK£1.3b15.9x24x1.1x
Mon, 06 Jan 2025UK£29.8bUK£28.8bUK£1.3b14.9x23.3x1x
Wed, 04 Dec 2024UK£29.4bUK£28.7bUK£1.3b15.4x22.8x1x
Fri, 01 Nov 2024UK£28.8bUK£28.7bUK£1.3b17.1x22.6x1x
Sun, 29 Sep 2024UK£30.1bUK£28.7bUK£1.3b19x22.9x1x
Tue, 27 Aug 2024UK£30.2bUK£28.8bUK£1.3b18.3x23.7x1x
Thu, 25 Jul 2024UK£31.3bUK£28.7bUK£1.0b20.2x31.2x1.1x
Sat, 22 Jun 2024UK£30.5bUK£28.7bUK£999.9m18.5x30.5x1.1x
Mon, 20 May 2024UK£32.4bUK£28.6bUK£974.8m21x33.2x1.1x
Wed, 17 Apr 2024UK£30.6bUK£28.7bUK£964.7m21.3x31.7x1.1x
Fri, 15 Mar 2024UK£30.0bUK£29.1bUK£808.9m26.8x37.1x1x
Sun, 11 Feb 2024UK£29.9bUK£28.9bUK£1.2b19.9x24.3x1x
Tue, 09 Jan 2024UK£31.8bUK£29.6bUK£1.2b18.1x26.9x1.1x
Thu, 07 Dec 2023UK£30.9bUK£29.6bUK£1.2b17x26x1x
Sat, 04 Nov 2023UK£30.5bUK£29.0bUK£1.2b18.7x25.7x1.1x
Mon, 02 Oct 2023UK£30.6bUK£29.0bUK£1.2b19.6x26x1.1x
Wed, 30 Aug 2023UK£30.8bUK£28.8bUK£1.1b23.9x28.1x1.1x
Fri, 28 Jul 2023UK£32.5bUK£27.8bUK£1.2b20.3x27.8x1.2x
Sun, 25 Jun 2023UK£31.5bUK£27.8bUK£1.2b43.7x27.1x1.1x
Tue, 23 May 2023UK£33.5bUK£27.8bUK£1.2b42.1x28.2x1.2x
Thu, 20 Apr 2023UK£34.2bUK£27.7bUK£1.1b25.1x30.5x1.2x
Price to Earnings Ratio

30.5x


Total Market Cap: UK£34.2bTotal Earnings: UK£1.1bTotal Revenue: UK£27.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Media Industry Price to Earnings3Y Average 24x202420252026
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 Market1.87%
Telecom2.71%
Media2.26%
Broadcasting3.83%
Publishing2.90%
Advertising1.70%
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 27.8%, 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 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
CAN Canal+UK£2.228.2%
+UK£165.7m		41.3%PS0.4x
WPP WPPUK£2.504.4%
+UK£112.7m		-54.6%PS0.2x
SFOR S4 CapitalUK£0.3721.4%
+UK£43.6m		27.2%PS0.3x
FOUR 4imprint GroupUK£36.383.2%
+UK£31.7m		14.4%PE12.1x
ITV ITVUK£0.770.7%
+UK£20.6m		7.8%PE13.1x

Latest News

NAH
UK£0.29
NAHL Group
7D
-3.3%
1Y
-51.0%
WPP
UK£2.50
WPP
7D
4.4%
1Y
-54.6%
INF
UK£7.88
Informa
7D
0.3%
1Y
13.0%

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?
NFG
UK£2.40
Next 15 Group
7D
6.2%
1Y
-8.2%

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

Analysts have trimmed their average price target for Next 15 Group by £0.10. This reflects slightly higher assumed discount rates and softer revenue expectations, partly offset by a small uplift in projected profit margins and a marginally lower future P/E multiple.
FUTR
UK£3.06
Future
7D
7.1%
1Y
-57.9%

FUTR: Index Exit And AI Audience Engine Will Drive Sentiment Rebound

Analysts have cut their average price target for Future, with a reduction of £4.85 reflecting updated views on fair value, higher perceived risk, and softer assumptions for revenue growth and profit margins following a series of recent downgrades. Analyst Commentary Recent research updates on Future point to a more cautious tone, with several firms adjusting ratings and one major bank cutting its price target.
ITV
UK£0.77
ITV
7D
0.7%
1Y
7.8%

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£0.37
S4 Capital
7D
21.4%
1Y
27.2%

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
-75.8%
TIG
UK£0.36
Team Internet Group
7D
-1.4%
1Y
-36.6%
CAU
UK£0.12
Centaur Media
7D
-0.8%
1Y
-52.9%
FOUR
UK£36.38
4imprint Group
7D
3.2%
1Y
14.4%
CAN
UK£2.22
Canal+
7D
8.2%
1Y
41.3%
EBQ
UK£0.12
Ebiquity
7D
-4.1%
1Y
-50.0%
SBDS
UK£0.19
Silver Bullet Data Services Group
7D
-13.6%
1Y
-43.3%

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