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U.K. (FTSE) Media Industry Analysis

UpdatedMar 05, 2026
DataAggregated Company Financials
Companies27
  • 7D-2.5%
  • 3M-8.6%
  • 1Y-14.3%
  • YTD-6.8%

Over the last 7 days, the Media industry has dropped 2.5%, driven by a pullback from Informa of 4.0%. In contrast, Bloomsbury Publishing has gained 19%. The industry has fallen 14% in the last year. As for the next few years, earnings are expected to grow by 35% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 06 Mar 2026UK£22.4bUK£32.3b-UK£372,557,124.5917.1x-60.1x0.7x
Sun, 01 Feb 2026UK£24.4bUK£32.9bUK£403.6m14.8x60.4x0.7x
Tue, 30 Dec 2025UK£24.0bUK£32.9bUK£403.9m14.5x59.5x0.7x
Thu, 27 Nov 2025UK£24.6bUK£33.1bUK£416.0m14.3x59x0.7x
Sat, 25 Oct 2025UK£24.8bUK£33.1bUK£415.9m13.1x59.7x0.7x
Mon, 22 Sep 2025UK£24.7bUK£33.2bUK£438.4m13.7x56.3x0.7x
Wed, 20 Aug 2025UK£25.0bUK£33.3bUK£482.3m12.8x51.8x0.7x
Fri, 18 Jul 2025UK£24.7bUK£33.7bUK£1.1b11.9x23.5x0.7x
Sun, 15 Jun 2025UK£25.3bUK£33.6bUK£1.1b11.3x24.1x0.8x
Tue, 13 May 2025UK£25.8bUK£33.6bUK£1.1b12x24.5x0.8x
Thu, 10 Apr 2025UK£21.4bUK£33.7bUK£1.1b10.8x19.3x0.6x
Sat, 08 Mar 2025UK£26.7bUK£28.4bUK£1.6b12.5x17x0.9x
Mon, 03 Feb 2025UK£30.5bUK£28.8bUK£1.3b16.6x23.9x1.1x
Wed, 01 Jan 2025UK£30.1bUK£28.7bUK£1.3b15x23.6x1x
Fri, 29 Nov 2024UK£29.2bUK£28.7bUK£1.3b15.4x22.7x1x
Sun, 27 Oct 2024UK£28.6bUK£28.6bUK£1.3b16.7x22.2x1x
Tue, 24 Sep 2024UK£30.0bUK£28.7bUK£1.3b19.5x22.8x1x
Thu, 22 Aug 2024UK£30.0bUK£28.8bUK£1.3b18.3x23.6x1x
Sat, 20 Jul 2024UK£30.7bUK£28.7bUK£1.0b20.3x30.6x1.1x
Mon, 17 Jun 2024UK£30.3bUK£28.7bUK£999.6m18.1x30.4x1.1x
Wed, 15 May 2024UK£32.2bUK£28.7bUK£998.3m19.9x32.2x1.1x
Fri, 12 Apr 2024UK£30.8bUK£28.7bUK£977.9m21.5x31.5x1.1x
Sun, 10 Mar 2024UK£29.7bUK£29.1bUK£799.2m26.3x37.2x1x
Tue, 06 Feb 2024UK£29.8bUK£28.9bUK£1.2b19.7x24.2x1x
Thu, 04 Jan 2024UK£31.3bUK£29.6bUK£1.2b18.1x26.4x1.1x
Sat, 02 Dec 2023UK£30.2bUK£29.0bUK£1.2b16.2x25.5x1x
Mon, 30 Oct 2023UK£29.0bUK£29.0bUK£1.2b18.3x24.4x1x
Wed, 27 Sep 2023UK£30.2bUK£29.0bUK£1.2b19.3x25.7x1x
Fri, 25 Aug 2023UK£30.3bUK£28.8bUK£1.1b23.8x27.7x1.1x
Sun, 23 Jul 2023UK£32.3bUK£27.8bUK£1.2b20.6x27.2x1.2x
Tue, 20 Jun 2023UK£32.7bUK£27.8bUK£1.2b45.5x28x1.2x
Thu, 18 May 2023UK£33.1bUK£27.8bUK£1.2b37.3x27.7x1.2x
Sat, 15 Apr 2023UK£33.9bUK£27.7bUK£1.1b25.1x30.1x1.2x
Mon, 13 Mar 2023UK£35.1bUK£27.2bUK£1.2b20.8x29.2x1.3x
Price to Earnings Ratio

29.2x


Total Market Cap: UK£35.1bTotal Earnings: UK£1.2bTotal Revenue: UK£27.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Media Industry Price to Earnings3Y Average 31.5x202420252026
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 0.97x.
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 5.9% 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-2.48%
Telecom-2.47%
Media-2.49%
Cable and Satellite0%0
Broadcasting-1.83%
Publishing-2.69%
Advertising-2.72%
Industry PE
  • Investors are most optimistic about the Broadcasting industry which is trading above its 3-year average PE ratio of 20.1x.
    • Analysts are expecting annual earnings growth of 37.5%, which is higher than its past year's earnings decline of 57.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Broadcasting industry, expecting annual earnings growth of 37% over the next 5 years.
  • This is better than its past earnings decline of 57% 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£5.5219.4%
+UK£73.0m		-2.8%PE19.9x
FUTR FutureUK£4.353.4%
+UK£13.0m		-48.4%PE6.1x
SFOR S4 CapitalUK£0.213.9%
+UK£5.4m		-28.1%PS0.2x
SYS1 System1 GroupUK£2.155.9%
+UK£1.5m		-63.6%PE5.5x
NAH NAHL GroupUK£0.353.2%
+UK£530.5k		-49.0%PS0.7x

Latest News

RCH
UK£0.60
Reach
7D
-15.6%
1Y
-27.8%
WPP
UK£2.72
WPP
7D
-4.2%
1Y
-56.9%
BMY
UK£5.52
Bloomsbury Publishing
7D
19.4%
1Y
-2.8%
SYS1
UK£2.15
System1 Group
7D
5.9%
1Y
-63.6%
MDZ
UK£0.0012
MediaZest
7D
9.1%
1Y
71.4%
SFOR
UK£0.21
S4 Capital
7D
3.9%
1Y
-28.1%
INF
UK£8.05
Informa
7D
-4.0%
1Y
4.3%

INF: Future Returns Will Be Anchored By Buybacks And Higher P/E Expectations

Analysts have made only modest adjustments to Informa's targets, with one increasing the price target to £10.80 and another trimming theirs to £13.30. This reflects mixed views that balance slightly higher revenue growth assumptions with marginally lower profit margin expectations and a higher future P/E.
FUTR
UK£4.35
Future
7D
3.4%
1Y
-48.4%

FUTR: Dividend And Medium Term Guidance Will Support Further Upside

Analysts have trimmed their fair value estimate for Future from £11.68 to £10.34, reflecting updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What's in the News Future issued earnings guidance for fiscal year 2026, indicating expectations for modest organic revenue growth in line with current consensus, with a medium term target for sustainable revenue growth of 2 to 4% (company guidance).
YOU
UK£1.95
YouGov
7D
-6.9%
1Y
-39.8%

YOU: Overweight Rating And Dividend Are Expected To Support Repricing

Analysts have trimmed their price target on YouGov slightly to £3.80 from £3.85, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. Analyst Commentary JPMorgan's move to trim its price target on YouGov to £3.80 from £3.85 is relatively small, which suggests its core view on the company and its valuation framework remains broadly intact.
ITV
UK£0.79
ITV
7D
-0.7%
1Y
2.8%

ITV: Higher Margin Outlook Will Support Stronger Future Share Appeal

Analysts have adjusted their price target on ITV to £1.03, with the change linked to updated assumptions on the discount rate, revenue growth, profit margin and future P/E expectations. Valuation Changes Fair Value: £1.03 is unchanged, indicating no adjustment to the central valuation estimate.
NEWS
UK£0.29
Pathos Communications
7D
1.8%
1Y
n/a
CAN
UK£2.91
Canal+
7D
-4.6%
1Y
64.7%
FOUR
UK£38.90
4imprint Group
7D
-3.4%
1Y
-22.5%
SAA
UK£1.18
M&C Saatchi
7D
-7.8%
1Y
-29.8%
NAH
UK£0.35
NAHL Group
7D
3.2%
1Y
-49.0%

NAHL Group (LON:NAH) Is Doing The Right Things To Multiply Its Share Price

Dec 11
NAHL Group (LON:NAH) Is Doing The Right Things To Multiply Its Share Price