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U.K. (FTSE) Media Industry Analysis

UpdatedDec 24, 2025
DataAggregated Company Financials
Companies27
  • 7D1.4%
  • 3M-1.8%
  • 1Y-17.2%
  • YTD-18.0%

Over the last 7 days, the Media industry has risen 1.4%, driven by gains in Informa and Canal+ of 1.8% and 7.3%, respectively. In the past year, the industry is down 17%. As for the next few years, earnings are expected to grow by 27% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Sat, 19 Aug 2023UK£30.1bUK£28.8bUK£1.1b23.6x27.6x1x
Mon, 17 Jul 2023UK£32.4bUK£27.8bUK£1.2b33.7x27.8x1.2x
Wed, 14 Jun 2023UK£32.8bUK£27.8bUK£1.2b46.6x28.1x1.2x
Fri, 12 May 2023UK£32.9bUK£27.8bUK£1.2b34.3x27.5x1.2x
Sun, 09 Apr 2023UK£33.4bUK£27.7bUK£1.1b25.2x29.6x1.2x
Tue, 07 Mar 2023UK£36.3bUK£27.3bUK£1.3b16.2x27.1x1.3x
Thu, 02 Feb 2023UK£35.0bUK£26.1bUK£1.3b15.4x26.1x1.3x
Sat, 31 Dec 2022UK£38.4bUK£29.8bUK£1.6b16.1x24.2x1.3x
Price to Earnings Ratio

24.2x


Total Market Cap: UK£38.4bTotal Earnings: UK£1.6bTotal Revenue: UK£29.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Media Industry Price to Earnings3Y Average 30.2x202320242025
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 59.2x which is higher than its 3-year average PE of 30.2x.
  • The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.72x.
Past Earnings Growth
  • The earnings for companies in the Media industry have declined 37% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.5% 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 Market2.11%
Telecom0.76%
Media1.37%
Broadcasting2.62%
Advertising1.01%
Publishing0.58%
Cable and Satellite0%0
Industry PE
  • Investors are most optimistic about the Advertising industry which is trading above its 3-year average PE ratio of 44.7x.
    • Analysts are expecting annual earnings growth of 24.7%, which is higher than its past year's earnings growth of 5.9% per year.
  • Investors are most pessimistic about the Publishing industry, which is trading below its 3-year average of 15.4x.
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 16% 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£8.801.8%
+UK£202.5m		10.1%PE154.4x
CAN Canal+UK£2.627.3%
+UK£173.6m		36.8%PS0.5x
FOUR 4imprint GroupUK£38.801.6%
+UK£16.8m		-19.2%PE12.5x
SAA M&C SaatchiUK£1.325.6%
+UK£8.5m		-26.1%PE22.9x
NFG Next 15 GroupUK£3.081.8%
+UK£5.6m		-20.0%PE19.6x

Latest News

CAN
UK£2.62
Canal+
7D
7.3%
1Y
36.8%

There Are Reasons To Feel Uneasy About Canal+'s (LON:CAN) Returns On Capital

Dec 24
There Are Reasons To Feel Uneasy About Canal+'s (LON:CAN) Returns On Capital
STVG
UK£1.12
STV Group
7D
7.2%
1Y
-49.7%

STVG: Margin Outlook Will Support Confidence Despite Near Term Revenue Headwinds

Analysts have trimmed their price target on STV Group from approximately £2.22 to £1.59, citing a sharper discount rate and lower expected revenue growth that more than offset improvements in profit margin and a cheaper projected valuation multiple. What's in the News STV Group plc stated that it will not propose an interim dividend for the period ended 30 June 2025, citing an uncertain trading environment, with the Board keeping the decision under review (Key Developments).
WPP
UK£3.30
WPP
7D
-1.3%
1Y
-60.4%
TMO
UK£0.088
Time Out Group
7D
-23.0%
1Y
-82.8%
ITV
UK£0.81
ITV
7D
-1.0%
1Y
11.3%

ITV: Comcast Talks Will Expose Mounting Pressure On Core Broadcasting Profitability

Analysts have reduced their price target for ITV to approximately £1.05 per share from about £1.12. This reflects slightly lower assumptions for long term revenue growth, profit margins, and valuation multiples, while still maintaining a constructive view on the stock.
FUTR
UK£5.30
Future
7D
0.6%
1Y
-43.6%

Some Investors May Be Willing To Look Past Future's (LON:FUTR) Soft Earnings

Dec 20
Some Investors May Be Willing To Look Past Future's (LON:FUTR) Soft Earnings
SFOR
UK£0.16
S4 Capital
7D
-1.9%
1Y
-52.6%
INF
UK£8.80
Informa
7D
1.8%
1Y
10.1%

INF: Future Returns Will Be Driven By Compounding B2B Events Recovery

Analysts have nudged their price target for Informa higher, reflecting a modest uptick in estimated fair value to about $10.93 and a higher future P E multiple, even as they factor in slightly lower revenue growth and profit margin forecasts. Analyst Commentary Recent research updates point to a constructive stance on Informa, with price targets moving higher as analysts refine their views on the group’s recovery trajectory and earnings power.
NFG
UK£3.08
Next 15 Group
7D
1.8%
1Y
-20.0%

NFG: Higher Future Earnings Multiple May Drive Bullish Rerating Ahead

Analysts have modestly raised their price target on Next 15 Group, lifting fair value by about £1.06 per share as they factor in a slightly lower discount rate and higher future earnings multiple despite marginally weaker projected growth and margins. Valuation Changes Fair Value: increased from £3.29 to £4.35 per share, reflecting a modest upward revision in intrinsic value estimates.
FOUR
UK£38.80
4imprint Group
7D
1.6%
1Y
-19.2%
SAA
UK£1.32
M&C Saatchi
7D
5.6%
1Y
-26.1%
TIG
UK£0.48
Team Internet Group
7D
-2.3%
1Y
-49.1%
EYE
UK£2.82
Eagle Eye Solutions Group
7D
-6.0%
1Y
-41.9%
BMY
UK£4.80
Bloomsbury Publishing
7D
1.2%
1Y
-29.5%
CAU
UK£0.44
Centaur Media
7D
-2.2%
1Y
91.3%
PEBB
UK£0.43
Pebble Group
7D
-3.3%
1Y
-4.4%