Informa plc

BATS-CHIXE:INFL Stock Report

Market Cap: UK£10.2b

Informa Valuation

Is INFL undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Future Cash Flow Value

What is the Fair Price of INFL when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Ultimate guide to DCF valuation for stock investing

Learn how to determine fair value like the best investors in the world.

Below Future Cash Flow Value: INFL (£8.02) is trading below our estimate of future cash flow value (£18.32)

Significantly Below Future Cash Flow Value: INFL is trading below future cash flow value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for INFL?

Key metric: As INFL is barely profitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for INFL. This is calculated by dividing INFL's market cap by their current revenue.
What is INFL's PS Ratio?
PS Ratio2.5x
SalesUK£4.04b
Market CapUK£10.19b

Price to Sales Ratio vs Peers

How does INFL's PS Ratio compare to its peers?

The above table shows the PS ratio for INFL vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average0.5x
WPP WPP
0.2x-11.01%UK£2.9b
FOUR 4imprint Group
1x1.14%UK£1.0b
YOU YouGov
0.6x3.57%UK£223.6m
NFG Next 15 Group
0.3x-15.05%UK£241.2m
INFL Informa
2.5x6.00%UK£10.2b

Price-To-Sales vs Peers: INFL is expensive based on its Price-To-Sales Ratio (2.5x) compared to the peer average (0.5x).

Historical Price to Sales Ratio

Historical Price to Sales Ratio compares a stock's price to its sales over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Sales Ratio vs Industry

How does INFL's PS Ratio compare vs other companies in the GB Media Industry?

3 CompaniesPrice / SalesEstimated GrowthMarket Cap
TMG Mission Group
0.07x-44.68%US$16.29m
BONH Bonhill Group
0.04xn/aUS$681.51k
JWNG Jaywing
0.02xn/aUS$498.23k
No more companies available in this PS range
No. of Companies10PS00.61.21.82.43+
3 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: INFL is expensive based on its Price-To-Sales Ratio (2.5x) compared to the UK Media industry average (0.4x).

Price to Sales Ratio vs Fair Ratio

What is INFL's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

INFL PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio2.5x
Fair PS Ratio2.8x

Price-To-Sales vs Fair Ratio: INFL is good value based on its Price-To-Sales Ratio (2.5x) compared to the estimated Fair Price-To-Sales Ratio (2.8x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst INFL forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUK£8.02
UK£10.26
+27.86%
12.07%UK£13.00UK£8.50n/a15
Apr ’27UK£7.74
UK£10.39
+34.20%
11.08%UK£13.00UK£8.50n/a15
Mar ’27UK£8.44
UK£10.84
+28.47%
10.99%UK£13.30UK£8.50n/a15
Feb ’27UK£8.80
UK£10.83
+23.06%
10.96%UK£13.30UK£8.50n/a15
Jan ’27UK£8.84
UK£10.93
+23.72%
11.40%UK£13.45UK£8.50n/a13
Dec ’26UK£9.49
UK£10.72
+13.02%
9.03%UK£12.20UK£8.50n/a13
Nov ’26UK£9.71
UK£10.73
+10.50%
7.35%UK£12.00UK£9.50n/a12
Oct ’26UK£9.32
UK£10.37
+11.33%
7.07%UK£12.00UK£9.50n/a12
Sep ’26UK£8.77
UK£10.28
+17.24%
6.58%UK£12.00UK£9.50n/a12
Aug ’26UK£8.62
UK£9.97
+15.61%
2.10%UK£10.30UK£9.50n/a11
Jul ’26UK£8.09
UK£9.42
+16.47%
3.91%UK£10.10UK£9.00n/a9
Jun ’26UK£7.86
UK£9.38
+19.41%
4.53%UK£10.10UK£8.65n/a9
May ’26UK£7.60
UK£9.51
+25.15%
6.69%UK£10.70UK£8.40UK£8.029
Apr ’26UK£7.57
UK£10.21
+34.98%
5.65%UK£11.00UK£9.30UK£7.7411
Mar ’26UK£8.57
UK£10.32
+20.46%
4.28%UK£11.00UK£9.50UK£8.4411
Feb ’26UK£8.66
UK£10.13
+17.03%
3.72%UK£10.75UK£9.50UK£8.8011
Jan ’26UK£7.97
UK£9.90
+24.26%
5.48%UK£10.75UK£8.75UK£8.8412
Dec ’25UK£8.54
UK£9.91
+16.11%
5.60%UK£10.75UK£8.75UK£9.4912
Nov ’25UK£8.13
UK£9.92
+22.02%
5.69%UK£10.75UK£8.75UK£9.7112
Oct ’25UK£8.20
UK£9.88
+20.40%
4.92%UK£10.55UK£8.75UK£9.329
Sep ’25UK£8.32
UK£9.88
+18.67%
4.92%UK£10.55UK£8.75UK£8.779
Aug ’25UK£8.53
UK£9.86
+15.51%
5.02%UK£10.55UK£8.75UK£8.629
Jul ’25UK£8.49
UK£9.75
+14.74%
5.50%UK£10.50UK£8.75UK£8.0912
Jun ’25UK£8.50
UK£9.66
+13.75%
6.22%UK£10.50UK£8.70UK£7.8613
May ’25UK£8.01
UK£9.52
+18.80%
6.40%UK£10.50UK£8.50UK£7.6013
UK£10.22
Fair Value
21.5% undervalued intrinsic discount
15
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/03 10:16
End of Day Share Price 2026/05/01 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Informa plc is covered by 26 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Nicholas Michael DempseyBarclays
Nicholas Michael DempseyBarclays
William LarwoodBerenberg