Volver a la clasificación

Omnicom Group Inc (OMC)

Valor Justo
Communication ServicesAdvertising AgenciesUnited States

Fundamental

43

Precio

$75.36

Capitalización Bursátil

$21.40B

Parte 1 · Cuánto vale la empresa

Resumen

Omnicom Group Inc., together with its subsidiaries, offers advertising, marketing, and corporate communications services. It provides a range of services in the areas of media and advertising, precision marketing, public relations, healthcare, branding and retail commerce, experiential, execution, and support. The company's services include advertising, branding, content marketing, crisis communications, customer data analytics and data-driven decision making, customer relationship management, decision sciences, digital experience design, digital transformation, e-commerce optimization, entertainment marketing, experiential marketing, field marketing, healthcare marketing and communications, in-store design, investor relations, and marketing research.Its services also comprise media planning and buying, merchandising and point of sale, mobile marketing, multi-cultural marketing, organizational communications, package design, performance marketing, product placement, promotional marketing, public affairs, public relations, retail media and e-commerce, shopper marketing, structured innovation, studio production, social media and influencer marketing, and sports and event marketing. It operates in the North and Latin America, Europe, the Middle East and Africa (EMEA), and the Asia Pacific. The company was incorporated in 1944 and is based in New York, New York.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

Generated on 19 de septiembre de 2026 with claude-haiku-4-5 — shared with all users

WPP plcWPP

WPP is the other global advertising holding company of Omnicom's scale, pitching the same multinational brands for the same integrated creative and media-buying mandates across more than 100 countries.

Publicis Groupe S.A.PUB

Publicis competes head-on for the largest global media and creative accounts and, like Omnicom, sells a data-and-technology platform layered on top of agency services to the same chief marketing officers.

Dentsu Group Inc. (電通グループ)4324

Dentsu dominates advertising and media buying in Japan and competes with Omnicom for multinational clients' regional and global media budgets elsewhere in Asia, Europe and the Americas.

Havas N.V.HAVAS

Havas, listed in Amsterdam since its 2024 spin-off from Vivendi, runs creative, media and health-communications networks that bid against Omnicom's agencies for the same client rosters, especially in Europe.

Stagwell Inc.STGW

Stagwell is the smaller US-listed challenger group that pitches the same brand advertising, digital and public-relations assignments as Omnicom, often positioning itself as the nimbler alternative to the large holding companies.

Balance y Liquidez

Ingresos

$19.82B

Últimos 12 meses (hasta 31/3/2026)

Beneficio Neto

$63M

Últimos 12 meses (hasta 31/3/2026)

Flujo de Caja Libre

$2.79B

Patrimonio Neto Total

$12.05B

Pasivo Total

$41.72B

Ratio de Liquidez

0.91

Cobertura de Intereses

1.97

Deuda/EBITDA

15.96

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

Caso generalValoración Justa

Valor Justo

$94.27

Precio Actual

$75.36

Margen de Seguridad

+20.1%

Rango de Valor Justo

$61.28 - $127.27

Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.

Métodos de Estimación

Precio objetivo de los analistas:$102.00
Flujo de caja descontado (DCF):$224.37
Múltiplo sobre beneficios (P/E):$2.50
Fórmula de crecimiento de Graham:$6.02
Valor de la capacidad de generar beneficios (EPV):$36.64
P/B justificado:$10.65
Descuento de dividendos (Gordon):$37.70
P/FFO, fondos de operaciones:$12.47
Beneficios de mitad de ciclo:$153.03
Múltiplo sobre ingresos:$154.86
Consenso de Analistas:Comprar (11B / 7H / 1S)
Última Sorpresa de Resultados:+1.68%

Métricas de Valoración

Ratio P/E

52.89

ROE

-0.5%

Ratio P/B

2.22

P/FCF

7.02

Margen Bruto

9.5%

ROIC

2.1%

Radar de Rentabilidad

Creación de Valor (Ventaja Competitiva)

ROIC

2.1%

WACC

6.2%

ROIC − WACC

-4.1 pp

El ROIC está por debajo del coste del capital: la empresa destruye valor por cada dólar invertido.

Criterios de Análisis Fundamental

Superado (11)

  • P/FCF 7.02
  • P/B Ratio 2.22
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Interest Coverage
  • Revenue Growth 5Y 5.6%
  • Analyst Consensus 58% Buy
  • Earnings Quality (OCF/NI) 50.35
  • Share Dilution 1.7%

Fallido (13)

  • EPS shows upward trend
  • Price CAGR -0.74%
  • ROIC 2.1%
  • Gross Margin 9.5%
  • Operating Margin 3.2%
  • Debt/EBITDA
  • Return on Tangible Assets
  • Low reliance on intangibles
  • DCF valuation (Fairly valued)
  • ROE 4.4%
  • Earnings Surprise avg 1.1%
  • Net Margin Trend 0.3% vs 9.2%
  • Piotroski F-Score 3/9

No disponible (3)

  • Dividend Payout NaN%
  • Price below Graham Number
  • PEG Ratio (need PE > 0 and growth > 0)

Piotroski F-Score

3/9

Preocupaciones financieras graves

score
criteria

Calidad de los Beneficios

50.35

Alta calidad: beneficios respaldados por efectivo

Dilución de Acciones

1.7%

El número de acciones es estable

Participaciones institucionales

Gobernanza

Equipo Directivo

NombreCargoEdad
Mr. John D. WrenChairman & CEO72
Mr. Daryl D. SimmCo-President & Co-COO64
Mr. Philip J. AngelastroExecutive VP & CFO60
Mr. Louis F. JanuzziSenior VP, General Counsel & Secretary51
Mr. Philippe KrakowskyCo-President, Co-COO & Director62
Mr. Jonathan B. NelsonFounder & CEO of Omnicom Digital57
Mr. Andrew L. CastellanetaSenior VP & Chief Accounting Officer66
Mr. Paolo YuviencoExecutive VP & Chief Technology Officer-
Dr. Craig CuyarSenior VP & Global Chief Information Officer-
Mr. Gregory H. LundbergSenior Vice President of Investor Relations-

Riesgo de Auditoría

7

Riesgo del Consejo

9

Riesgo de Compensación

10

Riesgo de Derechos del Accionista

1

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Documentos

  • Informe anual (10-K)

    Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.

    Presentado el 2026-02-20

    Ver documento
  • Informe trimestral (10-Q)

    Una actualización del desempeño financiero de los últimos tres meses.

    Presentado el 2026-07-29

    Ver documento
  • Informe de hecho relevante (8-K)

    Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.

    Presentado el 2026-07-28

    Ver documento

via SEC EDGAR

Historial de Resultados

via SEC EDGAR

Latest News

Recent headlines for OMC, sourced from Markets Gazette.

  • 2/25/2026NEUTRAL
    Omnicom Is Selling Bonds for the First Time Since 2024

    Omnicom Group Inc., the advertising giant, is issuing bonds for the first time since 2024, marking its initial debt offerings following the completion of its acquisition of rival IPG in November. This strategic move aims to bolster the company's financial structure and support post-merger operations. The issuance, spanning both Europe and the US, signals Omnicom's ability to access capital markets to fund its activities and potentially refinance debt related to the acquisition. For investors, this operation provides an opportunity to assess Omnicom's financial health and growth strategy, particularly within a consolidating industry landscape.

  • 2/25/2026POSITIVE
    Omnicom Raises $2.4 Billion From Its First Bond Sales Since 2024

    Advertising giant Omnicom Group Inc. successfully completed its first bond issuance since 2024, raising $2.4 billion across European and US markets. This marks the company's initial foray into the debt market following its acquisition of rival IPG last November. The strategic capital raise significantly bolsters Omnicom's financial position, providing crucial funds that could be allocated to refinance acquisition-related debt, support ongoing operations, or fuel future growth initiatives. For investors, the successful bond sale signals strong market confidence in Omnicom's financial health and future prospects, indicating proactive capital management in the wake of its recent major acquisition.

  • 2/23/2026NEUTRAL
    What Does the Market Think About Omnicom Group Inc?

    The article poses a question about market sentiment towards Omnicom Group Inc., but its content is extremely sparse and lacks any substantive information. It only mentions an "Importance Rank" and a future date, without providing any data, analysis, or specific events that could influence the stock's performance. For investors, this piece is purely informational and offers no basis for a trading decision. It highlights market focus on the company but fails to deliver any concrete news. In the absence of details on earnings, strategic initiatives, or analyst ratings, the article qualifies as a non-event, leaving market participants to seek information elsewhere to assess the advertising giant's prospects.

via Markets Gazette