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U.K. (FTSE) Media Industry Analysis

UpdatedSep 23, 2025
DataAggregated Company Financials
Companies28
  • 7D-1.7%
  • 3M-2.6%
  • 1Y-19.9%
  • YTD-16.1%

Over the last 7 days, the Media industry has dropped 1.7%, driven by a pullback from WPP of 9.7%. Overall the industry is down 20% in 12 months. As for the next few years, earnings are expected to grow by 33% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 23 Sep 2025UK£24.7bUK£33.2bUK£438.1m13.6x56.4x0.7x
Thu, 21 Aug 2025UK£25.1bUK£33.4bUK£482.2m12.7x52.2x0.8x
Sat, 19 Jul 2025UK£24.7bUK£33.7bUK£1.1b11.9x23.5x0.7x
Mon, 16 Jun 2025UK£25.3bUK£33.6bUK£1.1b11.3x24.1x0.8x
Wed, 14 May 2025UK£26.0bUK£33.6bUK£1.1b12.1x24.7x0.8x
Fri, 11 Apr 2025UK£22.5bUK£33.8bUK£1.1b11.3x20.2x0.7x
Sun, 09 Mar 2025UK£26.7bUK£28.3bUK£1.6b12.5x17x0.9x
Tue, 04 Feb 2025UK£30.5bUK£28.8bUK£1.3b16.4x23.9x1.1x
Thu, 02 Jan 2025UK£30.1bUK£28.7bUK£1.3b15x23.6x1x
Sat, 30 Nov 2024UK£29.3bUK£28.7bUK£1.3b15.3x22.7x1x
Mon, 28 Oct 2024UK£28.6bUK£28.6bUK£1.3b16.7x22.2x1x
Wed, 25 Sep 2024UK£29.9bUK£28.7bUK£1.3b19.5x22.7x1x
Fri, 23 Aug 2024UK£30.1bUK£28.8bUK£1.3b18.3x23.7x1x
Sun, 21 Jul 2024UK£30.5bUK£28.7bUK£1.0b20.3x30.4x1.1x
Tue, 18 Jun 2024UK£30.4bUK£28.7bUK£999.5m18.4x30.4x1.1x
Thu, 16 May 2024UK£32.1bUK£28.7bUK£997.6m20.5x32.2x1.1x
Sat, 13 Apr 2024UK£30.6bUK£28.7bUK£964.6m21.3x31.7x1.1x
Mon, 11 Mar 2024UK£29.7bUK£29.1bUK£799.2m26.3x37.2x1x
Wed, 07 Feb 2024UK£29.9bUK£28.9bUK£1.2b20x24.3x1x
Fri, 05 Jan 2024UK£31.7bUK£29.6bUK£1.2b18.2x26.7x1.1x
Sun, 03 Dec 2023UK£30.5bUK£29.6bUK£1.2b16.2x25.7x1x
Tue, 31 Oct 2023UK£29.5bUK£29.0bUK£1.2b18.3x24.9x1x
Thu, 28 Sep 2023UK£30.1bUK£29.0bUK£1.2b18x25.1x1x
Sat, 26 Aug 2023UK£30.3bUK£28.9bUK£1.1b23.8x27.7x1x
Mon, 24 Jul 2023UK£32.3bUK£27.8bUK£1.2b20.6x27.2x1.2x
Wed, 21 Jun 2023UK£32.4bUK£27.8bUK£1.2b44.1x27.8x1.2x
Fri, 19 May 2023UK£33.4bUK£27.8bUK£1.2b40.4x28.1x1.2x
Sun, 16 Apr 2023UK£33.9bUK£27.7bUK£1.1b25.1x30.1x1.2x
Tue, 14 Mar 2023UK£33.8bUK£27.2bUK£1.2b20.3x28.2x1.2x
Thu, 09 Feb 2023UK£36.4bUK£26.2bUK£1.3b17x27.2x1.4x
Sat, 07 Jan 2023UK£32.8bUK£26.1bUK£1.3b14.1x24.5x1.3x
Mon, 05 Dec 2022UK£39.7bUK£29.7bUK£1.5b17.1x25.7x1.3x
Wed, 02 Nov 2022UK£37.0bUK£29.7bUK£1.5b17.7x24.2x1.2x
Fri, 30 Sep 2022UK£33.6bUK£29.7bUK£1.5b17.7x22x1.1x
Price to Earnings Ratio

22x


Total Market Cap: UK£33.6bTotal Earnings: UK£1.5bTotal Revenue: UK£29.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Media Industry Price to Earnings3Y Average 29.3x202320242025
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 56.4x which is higher than its 3-year average PE of 29.3x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.74x.
Past Earnings Growth
  • The earnings for companies in the Media industry have declined 34% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.7% 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-0.48%
Telecom-1.76%
Media-1.73%
Cable and Satellite0%0
Advertising-0.99%
Publishing-1.86%
Broadcasting-4.12%
Industry PE
  • Investors are most optimistic about the Advertising industry which is trading above its 3-year average PE ratio of 42.7x.
    • Analysts are expecting annual earnings growth of 33.6%, which is higher than its past year's earnings decline of 9.7% per year.
  • Investors are most pessimistic about the Publishing industry, which is trading below its 3-year average of 19.2x.
Forecasted Growth
  • Analysts are most optimistic on the Broadcasting industry, expecting annual earnings growth of 38% 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 12% 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£9.192.6%
+UK£287.5m		10.2%PE162.5x
SFOR S4 CapitalUK£0.2116.1%
+UK£18.2m		-51.7%PS0.2x
EYE Eagle Eye Solutions GroupUK£2.9411.4%
+UK£9.0m		-37.7%PE53.9x
NAH NAHL GroupUK£0.578.0%
+UK£2.0m		-0.9%PS1.2x
STVG STV GroupUK£1.171.7%
+UK£913.8k		-54.1%PE4.9x

Latest News

BMY
UK£4.71
Bloomsbury Publishing
7D
-2.8%
1Y
-30.5%
CAN
UK£2.37
Canal+
7D
-4.2%
1Y
n/a

Is Canal+ (LON:CAN) Using Too Much Debt?

Sep 22
Is Canal+ (LON:CAN) Using Too Much Debt?
CAU
UK£0.40
Centaur Media
7D
1.3%
1Y
27.4%
SAA
UK£1.50
M&C Saatchi
7D
-5.1%
1Y
-21.1%
SBDS
UK£0.28
Silver Bullet Data Services Group
7D
11.8%
1Y
-43.6%
EYE
UK£2.94
Eagle Eye Solutions Group
7D
11.4%
1Y
-37.7%

Optimistic Investors Push Eagle Eye Solutions Group PLC (LON:EYE) Shares Up 27% But Growth Is Lacking

Sep 17
Optimistic Investors Push Eagle Eye Solutions Group PLC (LON:EYE) Shares Up 27% But Growth Is Lacking
WPP
UK£3.59
WPP
7D
-9.7%
1Y
-53.0%
SFOR
UK£0.21
S4 Capital
7D
16.1%
1Y
-51.7%

Restructuring, AI Services And NVIDIA Partnership Will Transform Operations

Despite a substantial improvement in net profit margin and a sharply lower future P/E—indicating better profitability and earnings outlook—analysts have meaningfully reduced their fair value estimate for S4 Capital, cutting the price target from £0.388 to £0.343. What's in the News S4 Capital’s Monks announced a strategic partnership with VAST Data to provide AI-powered media archive management and fan engagement infrastructure, aiming to transform live sports and entertainment production workflows and monetize content archives.
YOU
UK£3.09
YouGov
7D
-4.6%
1Y
-33.4%
NAH
UK£0.57
NAHL Group
7D
8.0%
1Y
-0.9%
STVG
UK£1.17
STV Group
7D
1.7%
1Y
-54.1%

International Expansion And Acquisitions Like Hello Halo Will Strengthen Future Prospects

Amid a notable decline in STV Group’s future P/E, the consensus analyst price target has been revised downward from £2.80 to £2.34. What's in the News STV Group forecasts Q3 Total Advertising Revenue down 8%, with July down 20% due to prior year's Euros comparator; August and September expected to be broadly flat.
ITV
UK£0.79
ITV
7D
-4.0%
1Y
-2.2%

What Does ITV plc's (LON:ITV) Share Price Indicate?

Sep 10
What Does ITV plc's (LON:ITV) Share Price Indicate?
INF
UK£9.19
Informa
7D
2.6%
1Y
10.2%

Digital Transformation And B2B Events Will Unlock Future Value

Informa’s valuation outlook remains stable, with negligible changes in both future P/E and revenue growth forecasts, resulting in an unchanged consensus price target of £10.28. What's in the News Interim dividend increased to 7.0p per share (previously 6.4p); DRIP available.
FUTR
UK£7.01
Future
7D
-1.9%
1Y
-33.2%

Is Now The Time To Look At Buying Future plc (LON:FUTR)?

Aug 30
Is Now The Time To Look At Buying Future plc (LON:FUTR)?
FOUR
UK£30.70
4imprint Group
7D
-6.4%
1Y
-41.5%

We Like 4imprint Group's (LON:FOUR) Earnings For More Than Just Statutory Profit

Aug 13
We Like 4imprint Group's (LON:FOUR) Earnings For More Than Just Statutory Profit
MIRI
UK£0.0001
Mirriad Advertising
7D
25.0%
1Y
-97.1%