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U.K. (FTSE) Media Industry Analysis

UpdatedSep 13, 2026
DataAggregated Company Financials
Companies25
  • 7D-2.5%
  • 3M5.8%
  • 1Y-2.4%
  • YTD1.6%

Over the last 7 days, the Media industry has dropped 2.5%, driven by a pullback from Informa of 2.4%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 34% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 14 Sep 2026UK£24.0bUK£33.3bUK£98.2m16.2x243.9x0.7x
Wed, 12 Aug 2026UK£24.9bUK£33.4bUK£85.9m14.7x289.4x0.7x
Fri, 10 Jul 2026UK£22.5bUK£32.6b-UK£93,837,294.2712.6x-239.9x0.7x
Sun, 07 Jun 2026UK£22.3bUK£32.8b-UK£74,209,389.9414.1x-301.1x0.7x
Tue, 05 May 2026UK£21.7bUK£32.9b-UK£63,466,136.6614.7x-341.2x0.7x
Thu, 02 Apr 2026UK£20.3bUK£33.0b-UK£62,615,304.2214.1x-323.6x0.6x
Sat, 28 Feb 2026UK£23.1bUK£32.4b-UK£192,754,050.4616x-119.8x0.7x
Mon, 26 Jan 2026UK£24.6bUK£32.9bUK£403.8m15.1x60.9x0.7x
Wed, 24 Dec 2025UK£23.9bUK£33.0bUK£403.8m14.4x59.2x0.7x
Fri, 21 Nov 2025UK£23.8bUK£33.2bUK£416.1m13.7x57.2x0.7x
Sun, 19 Oct 2025UK£24.2bUK£33.1bUK£418.2m13.6x57.9x0.7x
Tue, 16 Sep 2025UK£25.2bUK£33.2bUK£455.3m12.2x55.3x0.8x
Thu, 14 Aug 2025UK£24.6bUK£33.3bUK£482.0m13x51x0.7x
Sat, 12 Jul 2025UK£25.0bUK£33.7bUK£1.1b11.8x23.7x0.7x
Mon, 09 Jun 2025UK£25.4bUK£33.5bUK£1.1b11.1x24.2x0.8x
Wed, 07 May 2025UK£24.8bUK£33.6bUK£1.1b12.2x22.7x0.7x
Fri, 04 Apr 2025UK£24.2bUK£33.6bUK£1.1b11.9x21.8x0.7x
Sun, 02 Mar 2025UK£27.8bUK£28.3bUK£1.6b12.9x17.4x1x
Tue, 28 Jan 2025UK£29.5bUK£28.7bUK£1.3b15.9x23.1x1x
Thu, 26 Dec 2024UK£30.1bUK£28.7bUK£1.3b15x23.5x1x
Sat, 23 Nov 2024UK£28.9bUK£28.7bUK£1.3b15.1x22.4x1x
Mon, 21 Oct 2024UK£28.5bUK£28.5bUK£1.3b17.4x22.3x1x
Wed, 18 Sep 2024UK£29.9bUK£28.8bUK£1.3b16.7x23.4x1x
Fri, 16 Aug 2024UK£30.0bUK£28.9bUK£1.3b18x23.6x1x
Sun, 14 Jul 2024UK£30.6bUK£28.7bUK£998.3m19.6x30.6x1.1x
Tue, 11 Jun 2024UK£31.2bUK£28.7bUK£999.5m19x31.2x1.1x
Thu, 09 May 2024UK£32.0bUK£28.7bUK£997.5m19.8x32.1x1.1x
Sat, 06 Apr 2024UK£30.3bUK£28.7bUK£978.8m21.3x30.9x1.1x
Mon, 04 Mar 2024UK£29.7bUK£28.8bUK£804.9m31.4x36.8x1x
Wed, 31 Jan 2024UK£32.5bUK£29.6bUK£1.2b20.8x27.4x1.1x
Fri, 29 Dec 2023UK£31.8bUK£29.6bUK£1.2b18.2x26.9x1.1x
Sun, 26 Nov 2023UK£30.3bUK£29.0bUK£1.2b16.4x25.6x1x
Tue, 24 Oct 2023UK£29.1bUK£29.0bUK£1.2b18.1x24.5x1x
Thu, 21 Sep 2023UK£30.8bUK£28.9bUK£1.2b20.4x26.6x1.1x
Price to Earnings Ratio

26.6x


Total Market Cap: UK£30.8bTotal Earnings: UK£1.2bTotal Revenue: UK£28.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Media Industry Price to Earnings3Y Average 1.7x202420252026
Current Industry PE
  • Investors are optimistic on the British Media industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 244x which is higher than its 3-year average PE of 1.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.88x.
Past Earnings Growth
  • The earnings for companies in the Media industry have declined 56% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.9% 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-1.83%
Telecom-0.37%
Media-2.52%
Cable and Satellite0%0
Publishing-1.04%
Advertising-2.21%
Broadcasting-3.82%
Industry PE
  • Investors are most optimistic about the Broadcasting industry, which is trading close to its 3-year average PE ratio of 23.4x.
    • Analysts are expecting annual earnings growth of 40.1%, which is higher than its past year's earnings growth of 24.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Broadcasting industry, expecting annual earnings growth of 40% 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 14% 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
NFG Next 15 GroupUK£3.202.7%
+UK£8.6m		18.1%PS0.5x
PEBB Pebble GroupUK£0.614.2%
+UK£3.5m		21.8%PE20x
DNM DianomiUK£0.3742.3%
+UK£3.3m		64.4%PS0.4x
SCGL Sealand Capital GalaxyUK£0.0047.8%
+UK£1.9m		-15.8%PS16.9x
TMG Mission GroupUK£0.237.0%
+UK£1.4m		2.2%PS0.1x

Latest News

YOU
UK£2.66
YouGov
7D
-4.2%
1Y
-24.5%
DNM
UK£0.37
Dianomi
7D
42.3%
1Y
64.4%
TIG
UK£0.42
Team Internet Group
7D
0%
1Y
-32.0%
INF
UK£8.89
Informa
7D
-2.4%
1Y
-0.2%
NEWS
UK£0.28
Pathos Communications
7D
5.8%
1Y
n/a
ITV
UK£0.70
ITV
7D
-0.9%
1Y
-13.3%
Narrative Update • Sep 10

ITV: Media Sale To Sky And Buyback Plan Will Support Repricing

Analysts have trimmed their price target for ITV to £0.82 from £0.85, pointing to a slightly lower fair value estimate, a higher discount rate and updated assumptions on revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent commentary on ITV points to a more cautious stance on valuation, but there are still several constructive messages for investors looking at the stock today.
SFOR
UK£0.48
S4 Capital
7D
-3.4%
1Y
111.5%
TMG
UK£0.23
Mission Group
7D
7.0%
1Y
2.2%
PEBB
UK£0.61
Pebble Group
7D
4.2%
1Y
21.8%
WPP
UK£3.67
WPP
7D
-2.1%
1Y
-8.1%
Narrative Update • Sep 08

WPP: Execution On Restructuring And Margin Stability Will Shape Medium Term Re Rating

Analysts have lifted their fair value estimate for WPP to £3.64 from £3.49. This reflects a higher Street price target range that now runs up to £5.55 and is supported by updated expectations for revenue trends, profit margins and future P/E levels.
CAN
UK£2.52
Canal+
7D
-6.7%
1Y
7.1%
SCGL
UK£0.004
Sealand Capital Galaxy
7D
7.8%
1Y
-15.8%
FOUR
UK£43.52
4imprint Group
7D
-2.6%
1Y
30.9%
NFG
UK£3.20
Next 15 Group
7D
2.7%
1Y
18.1%
EBQ
UK£0.099
Ebiquity
7D
1.3%
1Y
-49.4%
New Narrative • Jun 30

Market Complexity And Media Data Scale Will Support Long-Term Marketing Effectiveness Demand

Catalysts About Ebiquity Ebiquity is an independent marketing effectiveness consultancy that helps large advertisers measure, govern and improve the returns on their paid media investments. What are the underlying business or industry changes driving this perspective?
SAA
UK£1.42
M&C Saatchi
7D
-4.1%
1Y
-10.1%