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Omnicom Group Inc (OMC)

Valor Justo
Communication ServicesAdvertising AgenciesUnited States

Fundamental

43

Preço

$75.36

Capitalização de Mercado

$21.40B

Parte 1 · Quanto vale a empresa

Visão Geral

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 setembro 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.

Balanço & Liquidez

Receita

$19.82B

Últimos 12 meses (até 31/03/2026)

Resultado Líquido

$63M

Últimos 12 meses (até 31/03/2026)

Fluxo de Caixa Livre

$2.79B

Capital Próprio Total

$12.05B

Passivo Total

$41.72B

Rácio de Liquidez

0.91

Cobertura de Juros

1.97

Dívida/EBITDA

15.96

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

Caso geralJustamente Valorizada

Valor Justo

$94.27

Preço Atual

$75.36

Margem de Segurança

+20.1%

Intervalo de Valor Justo

$61.28 - $127.27

Dispersão entre os métodos de avaliação utilizados, não um intervalo de confiança calibrado estatisticamente.

Métodos de Estimativa

Preço-alvo dos analistas:$102.00
Fluxo de caixa descontado (DCF):$224.37
Multiplicador de lucros (P/E):$2.50
Fórmula de crescimento de Graham:$6.02
Valor da capacidade de gerar lucro (EPV):$36.64
P/B justificado:$10.65
Desconto de dividendos (Gordon):$37.70
P/FFO, fundos de operações:$12.47
Lucros de meio de ciclo:$153.03
Multiplicador sobre as receitas:$154.86
Consenso dos Analistas:Comprar (11B / 7H / 1S)
Última Surpresa de Resultados:+1.68%

Métricas de Avaliação

Rácio P/E

52.89

ROE

-0.5%

Rácio P/B

2.22

P/FCF

7.02

Margem Bruta

9.5%

ROIC

2.1%

Radar de Rentabilidade

Criação de Valor (Vantagem Competitiva)

ROIC

2.1%

WACC

6.2%

ROIC − WACC

-4.1 pp

O ROIC está abaixo do custo do capital — a empresa está a destruir valor a cada dólar investido.

Critérios de Análise Fundamental

Aprovado (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%

Reprovado (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

Indisponível (3)

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

Piotroski F-Score

3/9

Preocupações financeiras graves

score
criteria

Qualidade dos Resultados

50.35

Alta qualidade: resultados respaldados por caixa

Diluição de Ações

1.7%

Número de ações estável

Participações institucionais

Governação

Equipa Executiva

NomeCargoIdade
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-

Risco de Auditoria

7

Risco do Conselho

9

Risco de Remuneração

10

Risco dos Direitos dos Acionistas

1

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

Documentos

  • Relatório anual (10-K)

    Uma visão anual do negócio, dos resultados financeiros e dos riscos da empresa.

    Arquivado em 2026-02-20

    Ver documento
  • Relatório trimestral (10-Q)

    Uma atualização sobre o desempenho financeiro dos últimos três meses.

    Arquivado em 2026-07-29

    Ver documento
  • Relatório de fato relevante (8-K)

    Um aviso sobre um fato relevante, como uma mudança na liderança ou um grande anúncio.

    Arquivado em 2026-07-28

    Ver documento

via SEC EDGAR

Histórico 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