Informa plc

LSE:INF Stock Report

Market Cap: UK£12.1b

Informa Valuation

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

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

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

UK£19.79
Fair Value
52.7% undervalued intrinsic discount
12
Number of Analysts

Below Fair Value: INF (£9.36) is trading below our estimate of fair value (£19.79)

Significantly Below Fair Value: INF is trading below fair value by more than 20%.

Key Valuation Metric

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

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

The above table shows the Price to Sales ratio for INF. This is calculated by dividing INF's market cap by their current revenue.
What is INF's PS Ratio?
PS Ratio3.1x
SalesUK£3.89b
Market CapUK£12.07b

Price to Sales Ratio vs Peers

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

The above table shows the PS ratio for INF vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average0.7x
WPP WPP
0.3x-11.27%UK£4.0b
FOUR 4imprint Group
0.9x0.51%UK£938.0m
YOU YouGov
0.9x2.54%UK£349.2m
NFG Next 15 Group
0.5x-12.77%UK£366.9m
INF Informa
3.1x5.37%UK£12.1b

Price-To-Sales vs Peers: INF is expensive based on its Price-To-Sales Ratio (3.1x) compared to the peer average (0.7x).

Price to Sales Ratio vs Industry

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

2 CompaniesPrice / SalesEstimated GrowthMarket Cap
BONH Bonhill Group
0.04xn/aUS$681.51k
JWNG Jaywing
0.02xn/aUS$498.23k
No more companies available in this PS range
INF 3.1xIndustry Avg. 0.5xNo. of Companies7PS00.61.21.82.43+
2 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: INF is expensive based on its Price-To-Sales Ratio (3.1x) compared to the UK Media industry average (0.5x).

Price to Sales Ratio vs Fair Ratio

What is INF'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.

INF PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio3.1x
Fair PS Ratio3.3x

Price-To-Sales vs Fair Ratio: INF is good value based on its Price-To-Sales Ratio (3.1x) compared to the estimated Fair Price-To-Sales Ratio (3.3x).

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 INF forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUK£9.36
UK£10.37
+10.85%
7.07%UK£12.00UK£9.50n/a12
Sep ’26UK£8.77
UK£10.28
+17.21%
6.58%UK£12.00UK£9.50n/a12
Aug ’26UK£8.63
UK£9.97
+15.53%
2.10%UK£10.30UK£9.50n/a11
Jul ’26UK£8.09
UK£9.42
+16.50%
3.91%UK£10.10UK£9.00n/a9
Jun ’26UK£7.85
UK£9.38
+19.44%
4.53%UK£10.10UK£8.65n/a9
May ’26UK£7.59
UK£9.51
+25.35%
6.69%UK£10.70UK£8.40n/a9
Apr ’26UK£7.56
UK£10.21
+35.16%
5.65%UK£11.00UK£9.30n/a11
Mar ’26UK£8.59
UK£10.32
+20.15%
4.28%UK£11.00UK£9.50n/a11
Feb ’26UK£8.66
UK£10.13
+16.97%
3.72%UK£10.75UK£9.50n/a11
Jan ’26UK£7.98
UK£9.90
+23.98%
5.48%UK£10.75UK£8.75n/a12
Dec ’25UK£8.57
UK£9.91
+15.73%
5.60%UK£10.75UK£8.75n/a12
Nov ’25UK£8.15
UK£9.92
+21.75%
5.69%UK£10.75UK£8.75n/a12
Oct ’25UK£8.20
UK£9.88
+20.46%
4.92%UK£10.55UK£8.75UK£9.319
Sep ’25UK£8.34
UK£9.88
+18.44%
4.92%UK£10.55UK£8.75UK£8.779
Aug ’25UK£8.57
UK£9.86
+14.97%
5.02%UK£10.55UK£8.75UK£8.639
Jul ’25UK£8.45
UK£9.75
+15.31%
5.50%UK£10.50UK£8.75UK£8.0912
Jun ’25UK£8.48
UK£9.66
+14.00%
6.22%UK£10.50UK£8.70UK£7.8513
May ’25UK£8.00
UK£9.52
+18.92%
6.40%UK£10.50UK£8.50UK£7.5913
Apr ’25UK£8.31
UK£9.53
+14.66%
6.44%UK£10.50UK£8.50UK£7.5613
Mar ’25UK£8.14
UK£9.26
+13.82%
7.52%UK£10.50UK£8.00UK£8.5913
Feb ’25UK£7.75
UK£9.16
+18.10%
8.43%UK£10.50UK£8.00UK£8.6613
Jan ’25UK£7.81
UK£8.89
+13.74%
7.67%UK£10.20UK£8.00UK£7.9814
Dec ’24UK£7.57
UK£8.86
+17.05%
8.36%UK£10.20UK£7.80UK£8.5714
Nov ’24UK£7.13
UK£8.54
+19.83%
8.97%UK£10.04UK£7.40UK£8.1514
Oct ’24UK£7.50
UK£8.43
+12.30%
9.30%UK£10.04UK£7.35UK£8.2015
UK£10.37
Fair Value
9.8% undervalued intrinsic discount
12
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/05 14:28
End of Day Share Price 2025/10/03 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

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 41 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Lionel PellicerAlphaValue
JULIEN ROCHBarclays
Nicholas Michael DempseyBarclays