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U.K. (FTSE) Media Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies26
  • 7D0.4%
  • 3M4.4%
  • 1Y-10.9%
  • YTD-5.6%

Last week, the Media industry hasn't moved much but Canal+ is up 4.8% in that time. As for the longer term, the industry has declined 11% in the last year. As for the next few years, earnings are expected to grow by 30% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 01 Jun 2026UK£22.3bUK£32.8b-UK£74,770,950.5814x-298.8x0.7x
Wed, 29 Apr 2026UK£21.5bUK£32.9b-UK£63,361,178.8414.3x-339.4x0.7x
Fri, 27 Mar 2026UK£20.3bUK£33.0b-UK£62,552,024.5014.2x-323.8x0.6x
Sun, 22 Feb 2026UK£23.1bUK£33.0bUK£403.7m14.6x57.1x0.7x
Tue, 20 Jan 2026UK£23.7bUK£32.9bUK£404.7m14.9x58.6x0.7x
Thu, 18 Dec 2025UK£23.8bUK£33.1bUK£397.9m14.4x59.8x0.7x
Sat, 15 Nov 2025UK£24.0bUK£33.2bUK£415.6m14x57.6x0.7x
Mon, 13 Oct 2025UK£24.2bUK£33.1bUK£406.2m13.9x59.7x0.7x
Wed, 10 Sep 2025UK£25.4bUK£33.2bUK£462.8m12.1x54.8x0.8x
Fri, 08 Aug 2025UK£24.9bUK£33.9bUK£643.2m13.6x38.7x0.7x
Sun, 06 Jul 2025UK£25.5bUK£33.6bUK£1.1b12.1x24.3x0.8x
Tue, 03 Jun 2025UK£25.6bUK£33.5bUK£1.1b11.3x24.3x0.8x
Thu, 01 May 2025UK£24.4bUK£33.6bUK£1.1b12.1x22.3x0.7x
Sat, 29 Mar 2025UK£26.2bUK£33.6bUK£1.1b12x22.9x0.8x
Mon, 24 Feb 2025UK£29.8bUK£28.4bUK£1.3b14.1x23.6x1x
Wed, 22 Jan 2025UK£29.7bUK£28.8bUK£1.3b15.7x23.3x1x
Fri, 20 Dec 2024UK£30.2bUK£28.7bUK£1.3b14.9x23.7x1.1x
Sun, 17 Nov 2024UK£28.2bUK£28.7bUK£1.3b15.4x21.9x1x
Tue, 15 Oct 2024UK£28.1bUK£28.5bUK£1.3b17.4x21.9x1x
Thu, 12 Sep 2024UK£29.6bUK£28.9bUK£1.3b17.1x23.2x1x
Sat, 10 Aug 2024UK£29.2bUK£28.9bUK£1.3b17.7x23x1x
Mon, 08 Jul 2024UK£30.6bUK£28.7bUK£999.6m19x30.6x1.1x
Wed, 05 Jun 2024UK£31.9bUK£28.7bUK£996.0m20.2x32.1x1.1x
Fri, 03 May 2024UK£30.8bUK£28.7bUK£994.4m19.3x31x1.1x
Sun, 31 Mar 2024UK£30.8bUK£28.7bUK£978.9m21.2x31.5x1.1x
Tue, 27 Feb 2024UK£29.6bUK£28.8bUK£804.8m31.9x36.8x1x
Thu, 25 Jan 2024UK£31.7bUK£29.6bUK£1.2b19.8x26.7x1.1x
Sat, 23 Dec 2023UK£31.8bUK£29.6bUK£1.2b18x26.8x1.1x
Mon, 20 Nov 2023UK£30.4bUK£29.0bUK£1.2b17.5x25.7x1x
Wed, 18 Oct 2023UK£29.8bUK£29.0bUK£1.2b18.5x25.1x1x
Fri, 15 Sep 2023UK£31.3bUK£28.8bUK£1.1b25.1x28.6x1.1x
Sun, 13 Aug 2023UK£31.5bUK£28.8bUK£1.1b24.5x28.6x1.1x
Tue, 11 Jul 2023UK£31.3bUK£27.8bUK£1.2b32.8x26.9x1.1x
Thu, 08 Jun 2023UK£33.0bUK£27.8bUK£1.2b43.9x28.3x1.2x
Price to Earnings Ratio

28.3x


Total Market Cap: UK£33.0bTotal Earnings: UK£1.2bTotal Revenue: UK£27.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Media Industry Price to Earnings3Y Average 7.7x202420252026
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 0.92x.
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 5.6% 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-0.29%
Telecom-0.90%
Media0.41%
Publishing2.72%
Broadcasting2.09%
Cable and Satellite0%0
Advertising-0.31%
Industry PE
  • Investors are most optimistic about the Broadcasting industry which is trading above its 3-year average PE ratio of 21.7x.
    • Analysts are expecting annual earnings growth of 30.2%, 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 31% 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
CAN Canal+UK£2.584.8%
+UK£115.7m		23.0%PS0.4x
ITV ITVUK£0.831.7%
+UK£52.4m		6.4%PE14.1x
WPP WPPUK£2.801.3%
+UK£39.9m		-52.0%PS0.2x
FUTR FutureUK£3.407.6%
+UK£21.7m		-49.3%PE8.4x
BMY Bloomsbury PublishingUK£6.582.8%
+UK£14.7m		26.8%PE19.9x

Latest News

NAH
UK£0.36
NAHL Group
7D
-8.7%
1Y
-41.1%
TIG
UK£0.39
Team Internet Group
7D
5.4%
1Y
-42.7%
WPP
UK£2.80
WPP
7D
1.3%
1Y
-52.0%
SFOR
UK£0.43
S4 Capital
7D
-2.9%
1Y
62.9%
NFG
UK£2.86
Next 15 Group
7D
-0.9%
1Y
3.4%
Narrative Update • May 26

NFG: Higher Future P/E And Going Concern Risk Will Support Rerating

Analysts have adjusted their price expectations for Next 15 Group, keeping fair value around £4.65 while refining assumptions on discount rate, revenue trends and profit margins. This feeds through to a slightly higher forward P/E of about 15.7x from 15.2x in their updated models.
BMY
UK£6.58
Bloomsbury Publishing
7D
2.8%
1Y
26.8%
TMG
UK£0.18
Mission Group
7D
-5.3%
1Y
-40.0%
INF
UK£8.14
Informa
7D
-0.6%
1Y
2.9%
FOUR
UK£37.14
4imprint Group
7D
-0.6%
1Y
8.0%
ITV
UK£0.83
ITV
7D
1.7%
1Y
6.4%
EYE
UK£4.50
Eagle Eye Solutions Group
7D
7.8%
1Y
125.0%
FUTR
UK£3.40
Future
7D
7.6%
1Y
-49.3%
YOU
UK£2.17
YouGov
7D
6.0%
1Y
-33.2%
Narrative Update • May 13

YOU: Shopper Review Will Highlight Execution Risk Yet Support Bullish Long Term Outlook

Analysts have nudged their average price target for YouGov higher by £0.15, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E after a mix of recent target cuts and a later £0.10 increase. Analyst Commentary Recent research shows a mixed tone around YouGov, with one £0.10 price target increase from JPMorgan coming after earlier cuts of £0.30 and £0.20 from bearish analysts.
CAN
UK£2.58
Canal+
7D
4.8%
1Y
23.0%