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U.K. (FTSE) Media Industry Analysis

UpdatedJul 05, 2026
DataAggregated Company Financials
Companies26
  • 7D2.7%
  • 3M14.5%
  • 1Y-6.9%
  • YTD-1.2%

In the last week, the Media industry is up 2.7%, with Informa leading the way, up 2.1%. In contrast, the industry has lost 6.9% in the last 12 months. 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
Sun, 05 Jul 2026UK£23.3bUK£32.6b-UK£90,145,759.1512.5x-259x0.7x
Tue, 02 Jun 2026UK£22.3bUK£32.8b-UK£74,770,950.5814x-298.8x0.7x
Thu, 30 Apr 2026UK£21.5bUK£32.9b-UK£63,207,172.6814.7x-340.2x0.7x
Sat, 28 Mar 2026UK£19.9bUK£33.0b-UK£62,431,726.1313.8x-318.3x0.6x
Mon, 23 Feb 2026UK£23.1bUK£33.0bUK£403.7m14.6x57.1x0.7x
Wed, 21 Jan 2026UK£24.2bUK£33.0bUK£404.1m14.9x59.9x0.7x
Fri, 19 Dec 2025UK£23.9bUK£33.1bUK£398.1m14.5x60.1x0.7x
Sun, 16 Nov 2025UK£23.9bUK£33.2bUK£415.6m14x57.6x0.7x
Tue, 14 Oct 2025UK£24.4bUK£33.1bUK£406.5m13.9x60.1x0.7x
Thu, 11 Sep 2025UK£25.0bUK£33.2bUK£462.6m12.4x54x0.8x
Sat, 09 Aug 2025UK£24.5bUK£33.4bUK£482.3m12.8x50.9x0.7x
Mon, 07 Jul 2025UK£25.5bUK£33.6bUK£1.1b12.1x24.3x0.8x
Wed, 04 Jun 2025UK£25.6bUK£33.5bUK£1.1b11.2x24.3x0.8x
Fri, 02 May 2025UK£24.8bUK£33.6bUK£1.1b12.2x22.7x0.7x
Sun, 30 Mar 2025UK£26.1bUK£33.6bUK£1.1b11.9x22.8x0.8x
Tue, 25 Feb 2025UK£29.7bUK£28.4bUK£1.3b14x23.5x1x
Thu, 23 Jan 2025UK£29.7bUK£28.8bUK£1.3b15.7x23.3x1x
Sat, 21 Dec 2024UK£30.2bUK£28.7bUK£1.3b15x23.7x1.1x
Mon, 18 Nov 2024UK£28.2bUK£28.7bUK£1.3b15.4x21.9x1x
Wed, 16 Oct 2024UK£28.1bUK£28.5bUK£1.3b18.2x21.9x1x
Fri, 13 Sep 2024UK£29.8bUK£28.8bUK£1.3b16.8x23.3x1x
Sun, 11 Aug 2024UK£29.2bUK£28.9bUK£1.3b17.7x23x1x
Tue, 09 Jul 2024UK£30.7bUK£28.7bUK£999.6m18.9x30.7x1.1x
Thu, 06 Jun 2024UK£31.9bUK£28.7bUK£999.0m20.1x32x1.1x
Sat, 04 May 2024UK£31.0bUK£28.7bUK£994.4m19.1x31.2x1.1x
Mon, 01 Apr 2024UK£30.8bUK£28.7bUK£978.9m21.2x31.5x1.1x
Wed, 28 Feb 2024UK£29.4bUK£28.8bUK£804.8m31.3x36.5x1x
Fri, 26 Jan 2024UK£32.0bUK£29.6bUK£1.2b20.1x27x1.1x
Sun, 24 Dec 2023UK£31.8bUK£29.6bUK£1.2b18x26.8x1.1x
Tue, 21 Nov 2023UK£30.5bUK£29.0bUK£1.2b17.1x25.7x1x
Thu, 19 Oct 2023UK£29.5bUK£29.0bUK£1.2b18.2x24.9x1x
Sat, 16 Sep 2023UK£31.3bUK£28.8bUK£1.1b25.1x28.6x1.1x
Mon, 14 Aug 2023UK£31.5bUK£28.8bUK£1.1b24.5x28.6x1.1x
Wed, 12 Jul 2023UK£31.5bUK£27.8bUK£1.2b33x27.1x1.1x
Price to Earnings Ratio

27.1x


Total Market Cap: UK£31.5bTotal Earnings: UK£1.2bTotal Revenue: UK£27.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Media Industry Price to Earnings3Y Average -1.7x202420252026
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 0.91x.
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 5.5% 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 Market1.61%
Telecom-1.08%
Media2.68%
Broadcasting3.76%
Publishing2.59%
Advertising2.32%
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 22.4x.
    • Analysts are expecting annual earnings growth of 30.6%, 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 growth rate of 25% 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
INF InformaUK£9.172.1%
+UK£237.0m		13.5%PE1050.5x
CAN Canal+UK£2.638.6%
+UK£204.0m		15.2%PS0.4x
SFOR S4 CapitalUK£0.3620.0%
+UK£39.6m		40.1%PS0.3x
WPP WPPUK£2.511.4%
+UK£37.7m		-52.2%PS0.2x
YOU YouGovUK£2.3711.2%
+UK£27.9m		-37.1%PE22.8x

Latest News

WPP
UK£2.51
WPP
7D
1.4%
1Y
-52.2%
RCH
UK£0.56
Reach
7D
7.2%
1Y
-22.1%
Narrative Update • Jun 30

RCH: Future Earnings Power Will Outweigh Softer Revenue And Margin Outlook

Analysts have trimmed their price target for Reach to £1.26, citing slightly higher discount rates, softer revenue expectations, a lower profit margin outlook, and a modestly reduced future P/E assumption. What’s in the News for Reach No recent Reach news items were available from the provided primary news source.
CAN
UK£2.63
Canal+
7D
8.6%
1Y
15.2%
Narrative Update • Jun 26

CAN: Higher Discount Rate And Flat Revenue Outlook Will Pressure Shares

Analysts have trimmed their price target on Canal+ to £2.25 from £2.50, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E that point to a more conservative valuation framework. What's in the News for Canal+ Canal+ SA approved a 2025 final dividend of 2.2 euro cents per ordinary share, with an expected total distribution of about €21,572,127.66 to shareholders entitled to the dividend as of 31 December 2025, payable on 15 June 2026 to investors on the London Stock Exchange and South African branch register as of 12 June 2026.
BMY
UK£6.41
Bloomsbury Publishing
7D
2.9%
1Y
32.2%
FUTR
UK£2.96
Future
7D
-0.8%
1Y
-57.7%
Narrative Update • Jun 24

FUTR: Recent Downgrades And Buybacks Will Shape A More Cautious Outlook

Analysts have cut their average price target for Future plc to £3.55 from £9.90, reflecting lower fair value estimates, higher assumed risk and softer expectations for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Future plc points to a clear shift in tone, with several bearish analysts rethinking their stance on the stock and its valuation.
INF
UK£9.17
Informa
7D
2.1%
1Y
13.5%
SFOR
UK£0.36
S4 Capital
7D
20.0%
1Y
40.1%
Narrative Update • Jun 18

SFOR: Higher Discount Rate Will Pressure Already Fragile Profitability Expectations

S4 Capital's latest narrative update reflects a lower analyst price target of £0.35, trimmed from £0.38, with analysts pointing to changes in fair value estimates, a higher discount rate, softer revenue expectations, and a much higher future P/E assumption as key drivers behind the shift. Analyst Commentary on S4 Capital Recent Street research on S4 Capital highlights a cautious tone, with the latest move being a trim in the price target to £0.35 from £0.38 while maintaining an Equal Weight stance.
YOU
UK£2.37
YouGov
7D
11.2%
1Y
-37.1%
Narrative Update • Jun 15

YOU: Shopper Review And Higher Future P/E Expectations Will Support Share Upside

The latest analyst price target for YouGov has shifted by £0.10. This reflects updated views on discount rates, profit margins and future P/E expectations based on recent research.
SBDS
UK£0.086
Silver Bullet Data Services Group
7D
-4.4%
1Y
-69.3%
NAH
UK£0.36
NAHL Group
7D
-0.3%
1Y
-17.6%
TMG
UK£0.17
Mission Group
7D
-5.6%
1Y
-32.0%
FOUR
UK£37.90
4imprint Group
7D
1.2%
1Y
3.3%
SAL
UK£1.38
SpaceandPeople
7D
-3.5%
1Y
14.6%
NEWS
UK£0.32
Pathos Communications
7D
-1.6%
1Y
n/a