Tearsheet

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

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Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 26%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 16%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15%, CFO LTM is 3.2 Bil, FCF LTM is 3.0 Bil

Attractive yield
Dividend Yield is 3.1%, FCF Yield is 14%

Stock buyback support
Stock Buyback 3Y Total is 4.1 Bil

Low stock price volatility
Vol 12M is 35%

Megatrend and thematic drivers
Megatrends include Digital Advertising, Social Media & Creator Economy, and E-commerce & DTC Adoption. Themes include Ad-Tech Platforms, Show more.

Weak multi-year price returns
2Y Excs Rtn is -52%, 3Y Excs Rtn is -89%

Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 11%

Expensive valuation multiples
P/EPrice/Earnings or Price/(Net Income) is 338x

Key risks
OMC key risks include [1] a high concentration of revenue, Show more.

0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 26%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 16%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15%, CFO LTM is 3.2 Bil, FCF LTM is 3.0 Bil
2 Attractive yield
Dividend Yield is 3.1%, FCF Yield is 14%
3 Stock buyback support
Stock Buyback 3Y Total is 4.1 Bil
4 Low stock price volatility
Vol 12M is 35%
5 Megatrend and thematic drivers
Megatrends include Digital Advertising, Social Media & Creator Economy, and E-commerce & DTC Adoption. Themes include Ad-Tech Platforms, Show more.
6 Weak multi-year price returns
2Y Excs Rtn is -52%, 3Y Excs Rtn is -89%
7 Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 11%
8 Expensive valuation multiples
P/EPrice/Earnings or Price/(Net Income) is 338x
9 Key risks
OMC key risks include [1] a high concentration of revenue, Show more.

OMC in ETFs

Weight = OMC's share of each fund

SPY0.04%
VOO0.04%
IVV0.04%
VTI0.03%
ITOT0.03%
IWB0.03%
RSP0.17%
VYM0.09%
+27 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/1/2026

Omnicom (OMC) stock has lost about 15% since 2/28/2026 because of the following key factors:

1. Share Dilution from Interpublic Group (IPG) Acquisition. Weighted-average diluted shares outstanding for Omnicom increased to 299.2 million in the first quarter of 2026 from 198.3 million in the prior-year period, primarily due to shares issued for the acquisition of IPG. This resulted in substantial dilution for shareholders, with total shares outstanding growing by 46.1% over the past year.

2. Increased Net Interest Expense and Pressure on Operating Margins Post-Acquisition. Omnicom experienced a significant increase in net interest expense, which rose by $42.6 million to $72.0 million in the first quarter of 2026 compared to the first quarter of 2025. This was largely attributed to debt assumed as part of the IPG acquisition and associated refinancing activities. Concurrently, the company's GAAP operating margin decreased to 10.4% from 12.3% year-over-year in Q1 2026, despite strong revenue growth, signaling concerns about the company's expense base and profitability following the merger.

Show more
Updated on 6/1/2026

Omnicom (OMC) stock has lost about 15% since 2/28/2026 because of the following key factors:

1. Share Dilution from Interpublic Group (IPG) Acquisition. Weighted-average diluted shares outstanding for Omnicom increased to 299.2 million in the first quarter of 2026 from 198.3 million in the prior-year period, primarily due to shares issued for the acquisition of IPG. This resulted in substantial dilution for shareholders, with total shares outstanding growing by 46.1% over the past year.

2. Increased Net Interest Expense and Pressure on Operating Margins Post-Acquisition. Omnicom experienced a significant increase in net interest expense, which rose by $42.6 million to $72.0 million in the first quarter of 2026 compared to the first quarter of 2025. This was largely attributed to debt assumed as part of the IPG acquisition and associated refinancing activities. Concurrently, the company's GAAP operating margin decreased to 10.4% from 12.3% year-over-year in Q1 2026, despite strong revenue growth, signaling concerns about the company's expense base and profitability following the merger.

3. Analyst Price Target Revisions Amidst Integration and Macroeconomic Headwinds. Following the Q1 2026 earnings report, several analysts revised their price targets for Omnicom downwards, with JPMorgan lowering its target to $115 and Citigroup to $105. These revisions reflect ongoing uncertainties surrounding the integration of Interpublic Group and broader "macro pressures on ad spending" and "rising enterprise AI costs across the advertising industry."

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Stock Movement Drivers

Fundamental Drivers

The -14.6% change in OMC stock from 2/28/2026 to 6/20/2026 was primarily driven by a -21.5% change in the company's Shares Outstanding (Mil).
(LTM values as of)22820266202026Change
Stock Price ($)83.5571.35-14.6%
Change Contribution By: 
Total Revenues ($ Mil)17,27219,82414.8%
P/S Multiple1.11.1-5.2%
Shares Outstanding (Mil)234298-21.5%
Cumulative Contribution-14.6%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/20/2026
ReturnCorrelation
OMC-14.6% 
Market (SPY)9.2%24.5%
Sector (XLC)-7.0%38.1%

Fundamental Drivers

The 2.7% change in OMC stock from 11/30/2025 to 6/20/2026 was primarily driven by a 3246.4% change in the company's P/E Multiple.
(LTM values as of)113020256202026Change
Stock Price ($)69.4771.352.7%
Change Contribution By: 
Total Revenues ($ Mil)16,06519,82423.4%
Net Income Margin (%)8.3%0.3%-96.2%
P/E Multiple10.1337.63246.4%
Shares Outstanding (Mil)194298-35.0%
Cumulative Contribution2.7%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/20/2026
ReturnCorrelation
OMC2.7% 
Market (SPY)9.9%16.9%
Sector (XLC)-4.5%35.7%

Fundamental Drivers

The 2.1% change in OMC stock from 5/31/2025 to 6/20/2026 was primarily driven by a 3459.0% change in the company's P/E Multiple.
(LTM values as of)53120256202026Change
Stock Price ($)69.9171.352.1%
Change Contribution By: 
Total Revenues ($ Mil)15,74919,82425.9%
Net Income Margin (%)9.2%0.3%-96.5%
P/E Multiple9.5337.63459.0%
Shares Outstanding (Mil)197298-34.0%
Cumulative Contribution2.1%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/20/2026
ReturnCorrelation
OMC2.1% 
Market (SPY)28.1%17.1%
Sector (XLC)9.3%35.9%

Fundamental Drivers

The -9.5% change in OMC stock from 5/31/2023 to 6/20/2026 was primarily driven by a -96.7% change in the company's Net Income Margin (%).
(LTM values as of)53120236202026Change
Stock Price ($)78.8371.35-9.5%
Change Contribution By: 
Total Revenues ($ Mil)14,32219,82438.4%
Net Income Margin (%)9.6%0.3%-96.7%
P/E Multiple11.6337.62802.4%
Shares Outstanding (Mil)202298-32.2%
Cumulative Contribution-9.5%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/20/2026
ReturnCorrelation
OMC-9.5% 
Market (SPY)85.7%36.9%
Sector (XLC)81.7%40.1%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
OMC Return22%16%10%2%-3%-4%49%
Peers Return107%-17%21%13%-3%-5%116%
S&P 500 Return27%-19%24%23%16%8%98%

Monthly Win Rates [3]
OMC Win Rate50%58%58%58%50%50% 
Peers Win Rate67%44%58%56%39%39% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
OMC Max Drawdown-20%-30%-26%-18%-20%-17% 
Peers Max Drawdown-18%-33%-29%-23%-33%-38% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: ACN, IBM, STGW. See OMC Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/18/2026 (YTD)

How Low Can It Go

EventOMCS&P 500
2025 US Tariff Shock
  % Loss-15.5%-18.8%
  % Gain to Breakeven18.3%23.1%
  Time to Breakeven109 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-11.5%-9.5%
  % Gain to Breakeven12.9%10.5%
  Time to Breakeven62 days24 days
2022 Inflation Shock & Fed Tightening
  % Loss-14.4%-24.5%
  % Gain to Breakeven16.9%32.4%
  Time to Breakeven57 days427 days
2020 COVID-19 Crash
  % Loss-38.0%-33.7%
  % Gain to Breakeven61.2%50.9%
  Time to Breakeven350 days140 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-11.8%-12.2%
  % Gain to Breakeven13.3%13.9%
  Time to Breakeven51 days62 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-25.5%-17.9%
  % Gain to Breakeven34.2%21.8%
  Time to Breakeven133 days123 days

Compare to ACN, IBM, STGW

In The Past

Omnicom's stock fell -15.5% during the 2025 US Tariff Shock. Such a loss loss requires a 18.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventOMCS&P 500
2020 COVID-19 Crash
  % Loss-38.0%-33.7%
  % Gain to Breakeven61.2%50.9%
  Time to Breakeven350 days140 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-25.5%-17.9%
  % Gain to Breakeven34.2%21.8%
  Time to Breakeven133 days123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
  % Loss-21.1%-15.4%
  % Gain to Breakeven26.8%18.2%
  Time to Breakeven107 days125 days
2008-2009 Global Financial Crisis
  % Loss-53.5%-53.4%
  % Gain to Breakeven115.2%114.4%
  Time to Breakeven714 days1085 days

Compare to ACN, IBM, STGW

In The Past

Omnicom's stock fell -15.5% during the 2025 US Tariff Shock. Such a loss loss requires a 18.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Omnicom (OMC)

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Omnicom Group Inc. (OMC) is a leading global provider of advertising, marketing, and corporate communications services. Essentially, the company helps businesses and organizations effectively connect with their target audiences, build brands, and manage their public image through a wide array of specialized communication strategies worldwide.

The company offers an extensive suite of services across four main disciplines: advertising, customer relationship management (CRM), public relations, and healthcare communications. Within these areas, Omnicom provides expertise in traditional advertising, digital and direct marketing, media planning and buying, branding, content marketing, data analytics, social media marketing, public affairs, and crisis communications, among many other specialized services.

Omnicom serves a diverse global clientele spanning various industries. Its operations are geographically widespread, with a significant presence across the United States, Canada, South America, Europe, the Middle East, Africa, Australia, and numerous Asian countries including Greater China, India, and Japan. This broad international reach allows Omnicom to cater to the complex marketing and communication needs of both multinational corporations and local businesses.

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AI Analysis | Feedback

Here are 1-3 brief analogies for Omnicom:

  • Berkshire Hathaway for the advertising and marketing industry

  • Disney for advertising agencies

AI Analysis | Feedback

  • Advertising Services: Provides a comprehensive suite of advertising solutions including branding, media planning, digital, direct, experiential, and promotional campaigns across various sectors.
  • Marketing and Content Creation: Offers services such as content marketing, graphic arts, custom publishing, package design, and in-store design to enhance brand presence and engagement.
  • Public Relations and Corporate Communications: Delivers strategic public relations, crisis communications, investor relations, corporate social responsibility consulting, and public affairs services.
  • Data Analytics and Digital Transformation: Specializes in data analytics, database management, marketing research, and digital transformation initiatives to optimize client strategies.
  • Customer Relationship Management (CRM): Focuses on managing and improving customer interactions and relationships through various engagement and sales support strategies.
  • Healthcare Marketing and Communications: Provides specialized marketing and communication services tailored to the unique needs of the healthcare industry.

AI Analysis | Feedback

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John D. Wren, Chairman and Chief Executive Officer

John D. Wren has served as Omnicom's Chief Executive Officer since 1997 and was elected Chairman in 2018. He was part of the team that created Omnicom in 1986. Previously, he led the Diversified Agency Services (DAS) group as CEO starting in 1990, a role in which he transformed it into Omnicom's fastest-growing and largest operating group. Wren also demonstrated an entrepreneurial spirit early in his career, becoming a partner in a catering business at a young age and later co-founding a successful tie-dyed T-shirt venture.

Philip J. Angelastro, Executive Vice President and Chief Financial Officer

Philip J. Angelastro was named Executive Vice President and Chief Financial Officer of Omnicom Group in September 2014. He began his career at Coopers & Lybrand (now PricewaterhouseCoopers), becoming a partner in 1996. Angelastro joined Omnicom in 1997 as Vice President of Finance for the Diversified Agency Services (DAS) network, progressing through roles including CFO for the Americas, Controller, and Senior Vice President of Finance before assuming his current position. Throughout his tenure, he has been deeply involved in Omnicom's strategy and operations, overseeing financial discipline, corporate governance, and organizational growth.

Philippe Krakowsky, Co-President and Chief Operating Officer

Philippe Krakowsky serves as Co-President and Chief Operating Officer of Omnicom. Prior to the acquisition of Interpublic Group, Krakowsky was the CEO of IPG, and now holds a co-president and co-COO role at Omnicom.

Daryl Simm, Co-President and Chief Operating Officer

Daryl Simm holds the position of Co-President and Chief Operating Officer. He was promoted to this role in November 2021.

Jacki Kelley, Chief Client & Business Officer

Jacki Kelley is Omnicom's Chief Client & Business Officer. In this role, she leads Omnicom's Client Success Leaders. She was previously the Chief Client and Business Officer at IPG.

AI Analysis | Feedback

Here are the key risks to Omnicom's business: 1.

Economic Downturn and Client Spending Reductions

Omnicom's business is highly sensitive to economic cycles and global economic disruptions, including geopolitical events, international hostilities, public health crises, and inflation. During periods of economic downturn or recession, companies frequently reduce or postpone their marketing and communications budgets, directly impacting Omnicom's revenue and financial performance. 2.

Digital Disruption and Artificial Intelligence (AI)

The rapid advancements in technology and the ongoing shift towards digital advertising, particularly the rise of artificial intelligence, present both opportunities and significant threats. There is a risk of disintermediation, where clients might reduce their reliance on agencies by bringing more functions in-house using AI tools or working directly with technology platforms. Failure to adapt to the evolving digital landscape, effectively integrate AI into service offerings, or navigate the regulatory and ethical challenges of AI could result in losing relevance with clients and consumers. 3.

Integration Challenges from the Interpublic Group (IPG) Merger

The acquisition and integration of Interpublic Group (IPG) introduce substantial risks, including potential client conflicts, difficulties in retaining key management and other employees, and disruptions to client, vendor, and business partner relationships. There is also a risk that the integration activities may be more time-consuming, complex, or costly than expected, and that the anticipated synergies, efficiencies, and other benefits of the merger may not be fully realized or may be realized more slowly than anticipated. This also encompasses the broader challenge of retaining clients in a competitive market and ensuring operational continuity.

AI Analysis | Feedback

The rapid advancement and adoption of artificial intelligence (AI) and automation tools across various marketing and advertising functions is a clear emerging threat. These technologies are increasingly capable of performing tasks traditionally handled by agencies, such as content generation (copywriting, basic visuals), data analysis, media planning and optimization, and personalized ad delivery, often with greater speed and efficiency. This development could diminish the perceived value of traditional agency services, lead to clients in-housing more capabilities powered by AI, or compress agency margins by commoditizing certain functions.

AI Analysis | Feedback

Omnicom Group Inc. operates in several large addressable markets for its advertising, marketing, public relations, and healthcare communication services.

Advertising Services

  • The global advertising market was valued at approximately USD 706.4 billion in 2025 and is projected to reach USD 1,034.6 billion by 2034.
  • The global online advertising market was estimated at USD 499.95 billion in 2025 and is projected to reach USD 1,329.88 billion by 2033.
  • In the United States, the advertising market was valued at USD 284.12 billion in 2025 and is projected to grow to USD 480.02 billion by 2034.
  • The U.S. digital advertising market was valued at USD 315.3 billion in 2024 and is expected to increase to USD 974.5 billion by 2032.

Marketing Services (including Digital Marketing)

  • The global digital marketing market was valued at USD 456.7 billion in 2025 and is estimated to reach USD 1,200.3 billion by 2034.
  • The global digital marketing services market size is likely to be valued at USD 750.0 billion in 2026 and is projected to reach USD 1,300.0 billion by 2033.
  • The United States marketing agencies market was valued at USD 182.49 billion in 2025 and is estimated to grow to USD 251.07 billion by 2031.

Public Relations Services

  • The global public relations services market was valued at USD 102.38 billion in 2025 and is projected to grow from USD 107.39 billion in 2026 to USD 165.11 billion by 2034.
  • The U.S. public relations services market is estimated at USD 15.94 billion in 2025 and is expected to reach USD 22.37 billion by 2030.

Healthcare Marketing and Communications

  • The global healthcare advertising market was valued at USD 42.28 billion in 2024 and is anticipated to grow to USD 67.87 billion by 2033.
  • The U.S. healthcare advertising market was valued at USD 25.3 billion in 2025 and is projected to reach USD 35.3 billion by 2034.

AI Analysis | Feedback

Omnicom Group Inc. (OMC) is strategically positioning itself for future revenue growth over the next two to three years through several key drivers:

  1. Strategic Acquisitions and Synergies, notably the Interpublic Group Acquisition: A significant driver of future revenue growth is Omnicom's acquisition of The Interpublic Group of Companies, Inc. (IPG), completed in November 2025. This merger is expected to generate substantial annual cost synergies, with an initial estimate of $750 million, which has since been doubled to $1.5 billion over 30 months, with approximately $900 million anticipated in 2026. The combined entity is projected to achieve approximately 4% revenue growth on a constant currency basis in 2026. The integration leverages the combined capabilities and expanded market influence to drive both efficiency and top-line expansion.

  2. Expansion in Digital Commerce, Retail Media, and Precision Marketing, bolstered by Flywheel Digital: Omnicom is actively pivoting towards commerce-driven strategies, with a strong focus on retail media and digital marketplaces. The acquisition of Flywheel Digital, completed in January 2024, is a cornerstone of this strategy, providing scaled capabilities in these rapidly expanding industry segments. Omnicom is scaling its Commerce and Transformation division in 2025 to fully integrate Flywheel Digital's assets and deliver end-to-end retail media solutions across major platforms like Amazon, Walmart, and Alibaba. This strategic move has positioned Omnicom as one of the largest buyers of retail media, managing over $10 billion. Precision marketing is also consistently cited as a discipline exhibiting strong growth.

  3. Advancement and Utilization of AI and Data-Driven Marketing Intelligence through the Omni Platform: Omnicom is accelerating its adoption of technology, automation, and data-driven offerings, with a particular emphasis on generative AI integration. The company launched the next generation of its Omni marketing intelligence platform in January 2026. This AI-driven platform integrates Omnicom's connected capabilities, high-quality data and identity solutions (including Acxiom RealID), and cutting-edge AI into a unified operating system. The new Omni is designed to provide clients with a comprehensive foundation to connect strategy, execution, and performance across their entire marketing ecosystem, ultimately driving measurable sales growth.

  4. Targeted Geographic Expansion through Strategic Acquisitions: Omnicom is pursuing growth by expanding its presence in high-growth digital advertising markets. Strategic acquisitions in India and Saudi Arabia during 2024–2025 are aimed at capturing the rising digital ad spend in the Asia-Pacific and Middle East regions.

AI Analysis | Feedback

Share Repurchases

  • In February 2026, Omnicom's Board of Directors approved a new share repurchase program authorizing up to $5.0 billion in common stock repurchases, including the immediate execution of $2.5 billion in accelerated share repurchase arrangements.
  • The company repurchased approximately $680.7 million of its common stock in 2025.
  • Net share repurchases led to a decrease in diluted shares outstanding by 2.7% in 2023 and 4.0% in 2022.

Share Issuance

  • In November 2025, Omnicom completed its acquisition of The Interpublic Group of Companies, Inc. (IPG) in an all-stock deal, where IPG shareholders received 0.344 Omnicom shares for each share of IPG common stock.
  • As a result of this acquisition, Omnicom Group's shares outstanding increased by 3.22% in 2025 to 0.205 billion.

Inbound Investments

  • No significant inbound investments by third-parties were reported for Omnicom Group Inc. within the last 3-5 years.

Outbound Investments

  • Omnicom completed the acquisition of The Interpublic Group of Companies, Inc. (IPG) in November 2025, a transaction initially announced in December 2024.
  • In October 2023, Omnicom acquired Flywheel Digital for $900 million, aiming to enhance its digital commerce offerings.
  • The company made other acquisitions, such as TA Digital in March 2022, and also disposed of its businesses in Russia in Q1 2022 and sold ICON International in June 2021.

Capital Expenditures

  • Omnicom's capital expenditures were $0.15 billion in 2025 and $0.15 billion in 2024.
  • Capital expenditures amounted to $0.08 billion in 2023 and $0.08 billion in 2022.
  • For 2021, capital expenditures were $0.14 billion.

Better Bets vs. Omnicom (OMC)

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Peer Comparisons

Peers to compare with:

Financials

OMCACNIBMSTGWMedian
NameOmnicom AccentureInternat.Stagwell  
Mkt Price71.35127.98249.106.7199.66
Mkt Cap21.378.4233.81.749.8
Rev LTM19,82473,10168,9122,96144,368
Op Inc LTM69811,51512,9461516,106
FCF LTM2,99012,58212,2581987,624
FCF 3Y Avg1,88510,49812,2691146,192
CFO LTM3,17213,18213,9923258,177
CFO 3Y Avg2,02111,09413,9881916,558

Growth & Margins

OMCACNIBMSTGWMedian
NameOmnicom AccentureInternat.Stagwell  
Rev Chg LTM25.9%6.7%9.7%4.9%8.2%
Rev Chg 3Y Avg11.9%4.8%4.5%3.7%4.6%
Rev Chg Q69.2%5.6%9.5%8.0%8.8%
QoQ Delta Rev Chg LTM14.8%1.4%2.0%1.8%1.9%
Op Inc Chg LTM-69.6%8.3%26.0%20.0%14.1%
Op Inc Chg 3Y Avg-19.8%5.7%15.6%-7.4%-0.8%
Op Mgn LTM3.5%15.8%18.8%5.1%10.4%
Op Mgn 3Y Avg11.0%15.6%16.8%4.6%13.3%
QoQ Delta Op Mgn LTM0.7%0.1%0.3%-0.4%0.2%
CFO/Rev LTM16.0%18.0%20.3%11.0%17.0%
CFO/Rev 3Y Avg11.6%16.1%21.7%6.7%13.8%
FCF/Rev LTM15.1%17.2%17.8%6.7%16.1%
FCF/Rev 3Y Avg10.8%15.2%19.0%4.0%13.0%

Valuation

OMCACNIBMSTGWMedian
NameOmnicom AccentureInternat.Stagwell  
Mkt Cap21.378.4233.81.749.8
P/S1.11.13.40.61.1
P/Op Inc30.56.818.111.214.6
P/EBIT28.37.218.711.114.9
P/E337.610.121.788.455.0
P/CFO6.75.916.75.26.3
Total Yield3.4%15.0%7.3%1.1%5.4%
Dividend Yield3.1%5.0%2.7%0.0%2.9%
FCF Yield 3Y Avg9.5%6.5%5.9%11.2%8.0%
D/E0.50.10.31.00.4
Net D/E0.3-0.00.20.90.3

Returns

OMCACNIBMSTGWMedian
NameOmnicom AccentureInternat.Stagwell  
1M Rtn-2.2%-28.0%-1.5%6.7%-1.9%
3M Rtn-3.9%-35.5%3.8%10.4%-0.1%
6M Rtn-9.2%-52.3%-16.2%29.5%-12.7%
12M Rtn5.6%-54.0%-9.1%50.8%-1.7%
3Y Rtn-16.2%-56.7%105.3%-10.9%-13.5%
1M Excs Rtn-1.6%-29.6%10.0%4.7%1.5%
3M Excs Rtn-18.4%-50.1%-13.3%-5.5%-15.9%
6M Excs Rtn-19.1%-62.6%-27.1%11.3%-23.1%
12M Excs Rtn-18.2%-83.3%-35.1%28.2%-26.6%
3Y Excs Rtn-88.6%-128.6%27.7%-87.0%-87.8%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Single Segment17,27215,68914,69214,28914,289
Total17,27215,68914,69214,28914,289


Operating Income by Segment
$ Mil20252024
Single Segment2,5862,347
Acquisition related costs-347-15
Loss (gain) on assets held for sale and on disposition of subsidiary-5470
Severance and repositioning costs-1,247-58
Total4452,275


Price Behavior

Price Behavior
Market Price$71.35 
Market Cap ($ Bil)21.3 
First Trading Date03/26/1990 
Distance from 52W High-15.1% 
   50 Days200 Days
DMA Price$74.83$75.06
DMA Trendindeterminatedown
Distance from DMA-4.6%-4.9%
 3M1YR
Volatility27.7%35.1%
Downside Capture31.7433.38
Upside Capture3.3830.42
Correlation (SPY)24.0%16.8%
OMC Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta-0.140.320.490.530.490.72
Up Beta-0.460.480.300.090.370.75
Down Beta2.771.811.111.371.030.90
Up Capture-78%-11%-0%37%22%21%
Bmk +ve Days13283667141432
Stock +ve Days10202765127391
Down Capture-47%23%88%49%45%87%
Bmk -ve Days7132757109318
Stock -ve Days10213659122357

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with OMC
OMC7.2%35.0%0.25-
Sector ETF (XLC)7.2%13.4%0.2734.2%
Equity (SPY)26.5%12.4%1.6115.3%
Gold (GLD)24.2%27.5%0.77-3.1%
Commodities (DBC)19.8%18.8%0.83-8.3%
Real Estate (VNQ)11.0%13.7%0.5235.8%
Bitcoin (BTCUSD)-40.0%42.5%-1.0812.9%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with OMC
OMC0.3%28.9%0.03-
Sector ETF (XLC)7.6%20.7%0.2845.5%
Equity (SPY)13.5%17.1%0.6246.4%
Gold (GLD)17.1%18.3%0.760.5%
Commodities (DBC)7.5%19.4%0.297.6%
Real Estate (VNQ)1.9%18.9%0.0042.2%
Bitcoin (BTCUSD)11.0%54.2%0.4015.9%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with OMC
OMC1.8%28.8%0.11-
Sector ETF (XLC)9.0%22.2%0.4749.3%
Equity (SPY)15.3%18.0%0.7353.2%
Gold (GLD)12.3%16.1%0.63-2.7%
Commodities (DBC)5.9%18.0%0.2615.8%
Real Estate (VNQ)5.3%20.7%0.2247.9%
Bitcoin (BTCUSD)60.0%66.8%1.0011.3%

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Short Interest

Short Interest: As Of Date5292026
Short Interest: Shares Quantity32.0 Mil
Short Interest: % Change Since 5152026-2.0%
Average Daily Volume3.4 Mil
Days-to-Cover Short Interest9.6 days
Basic Shares Quantity298.1 Mil
Short % of Basic Shares10.7%

Earnings Returns History

Updated 6/2/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/28/2026-0.9%1.0%-3.6%
2/18/202615.4%17.9%9.2%
10/21/20253.2%-2.3%-8.5%
7/15/20254.6%6.3%8.0%
4/15/2025-7.3%-4.7%-0.7%
2/4/2025-2.3%-5.2%-4.9%
10/15/20241.4%-2.9%-0.7%
7/16/2024-4.0%-3.2%-0.9%
...
SUMMARY STATS   
# Positive91010
# Negative141313
Median Positive3.9%3.5%8.2%
Median Negative-3.5%-4.0%-3.3%
Max Positive15.4%17.9%25.8%
Max Negative-10.4%-15.6%-18.8%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/28/2026-0.9%1.0%-3.6%
2/18/202615.4%17.9%9.2%
10/21/20253.2%-2.3%-8.5%
7/15/20254.6%6.3%8.0%
4/15/2025-7.3%-4.7%-0.7%
2/4/2025-2.3%-5.2%-4.9%
10/15/20241.4%-2.9%-0.7%
7/16/2024-4.0%-3.2%-0.9%
4/16/20241.6%3.6%7.4%
2/6/2024-3.0%-4.3%4.2%
10/17/2023-1.6%-2.7%2.1%
7/18/2023-10.4%-15.6%-18.8%
4/18/2023-4.1%-3.2%-3.3%
2/7/20232.2%2.5%-2.5%
10/18/2022-1.3%3.5%10.0%
7/19/20223.9%0.5%8.3%
4/19/20224.5%-2.9%-4.7%
2/8/202214.2%9.5%-1.6%
7/20/2021-4.3%-4.0%-2.2%
4/20/2021-0.6%1.8%4.4%
2/18/2021-0.5%5.6%16.2%
10/27/2020-4.7%-4.9%25.8%
7/28/2020-4.1%-5.8%-5.6%
SUMMARY STATS   
# Positive91010
# Negative141313
Median Positive3.9%3.5%8.2%
Median Negative-3.5%-4.0%-3.3%
Max Positive15.4%17.9%25.8%
Max Negative-10.4%-15.6%-18.8%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202604/29/202610-Q
12/31/202502/20/202610-K
09/30/202510/22/202510-Q
06/30/202507/16/202510-Q
03/31/202504/16/202510-Q
12/31/202402/05/202510-K
09/30/202410/16/202410-Q
06/30/202407/17/2024null
03/31/202404/17/202410-Q
12/31/202302/07/202410-K
09/30/202310/18/202310-Q
06/30/202307/19/202310-Q
03/31/202304/19/202310-Q
12/31/202202/08/202310-K
09/30/202210/19/202210-Q
06/30/202207/20/202210-Q
Collapse to Preview
Report DateFiling DateFiling
03/31/202604/29/202610-Q
12/31/202502/20/202610-K
09/30/202510/22/202510-Q
06/30/202507/16/202510-Q
03/31/202504/16/202510-Q
12/31/202402/05/202510-K
09/30/202410/16/202410-Q
06/30/202407/17/2024null
03/31/202404/17/202410-Q
12/31/202302/07/202410-K
09/30/202310/18/202310-Q
06/30/202307/19/202310-Q
03/31/202304/19/202310-Q
12/31/202202/08/202310-K
09/30/202210/19/202210-Q
06/30/202207/20/202210-Q
03/31/202204/20/202210-Q
12/31/202102/09/202210-K
09/30/202110/20/202110-Q
06/30/202107/20/202110-Q
03/31/202104/20/202110-Q
12/31/202002/18/202110-K
09/30/202010/27/202010-Q
06/30/202007/28/202010-Q
03/31/202004/28/202010-Q
12/31/201902/11/202010-K
09/30/201910/15/201910-Q
06/30/201907/17/201910-Q

Recent Forward Guidance

Updated 5/31/2026

Latest: Q1 2026 Earnings Reported 4/28/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Cost Synergy Target 900.00 Mil 0 AffirmedGuidance: 900.00 Mil for 2026
2026 Share Repurchases 3.50 Bil -30.0% LoweredGuidance: 5.00 Bil for 2026

Prior: Q4 2025 Earnings Reported 2/18/2026

null

Insider Activity

Updated 5/27/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Rice, Linda JohnsonDirectSell304202685.251,348114,910980,433Form
2Rice, Linda JohnsonDirectSell603202573.651,639120,712779,693Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Rice, Linda JohnsonDirectSell304202685.251,348114,910980,433Form
2Rice, Linda JohnsonDirectSell603202573.651,639120,712779,693Form

OMC Trade Sentinel


Stock Conviction

MARKET WEIGHT (Score 5-6)

CONVICTION RATIONALE

The stock presents a compelling, self-help story of margin expansion and capital returns at a cheap valuation. However, this is offset by the immense operational risk of the IPG integration and a contested competitive position in a low-growth industry. The 'decay' penalty for having sub-5% growth while being in a contested battle is significant. The resulting score reflects a balanced risk-reward profile, warranting a Market Weight position until there is clear evidence of successful merger execution.

STOCK ARCHETYPE
Type F: Transition / Profit Pivot

The investment thesis is not centered on high top-line growth but on a strategic transformation following the massive Interpublic Group acquisition. The primary value drivers are margin expansion from realizing $1.5B in cost synergies and aggressive capital returns via a $5B buyback, which squarely aligns with the 'Profit Pivot' archetype.

Looking for high-conviction positions with a better risk/reward profile? See what's currently in the Trefis High Quality Portfolio.
INVESTMENT THESIS
IPG Merger Synergy Realization & Margin Expansion in 2026-2027

The primary driver for shareholder return is the successful execution of the Interpublic Group (IPG) merger. This involves capturing a stated $1.5 billion in cost synergies over 30 months, which is expected to drive significant EBITA margin expansion and double-digit adjusted EPS growth, irrespective of the low single-digit organic revenue growth environment.

Mechanism: Value is created by expanding the net profit margin on a much larger, consolidated revenue base. These expanded profits and strong free cash flow will then be used for an aggressive $5 billion share repurchase program, directly boosting EPS and shareholder returns.
Supporting Evidence:
  • Management has explicitly guided to $1.5 billion in cost synergies, with $900 million targeted for 2026.
  • Management authorized a new $5.0 billion share buyback program in February 2026 and immediately executed a $2.5 billion accelerated repurchase.
  • Analyst EPS estimates for FY26 have increased by 19.9% over the past three months, reflecting growing confidence in the synergy story.
  • There is a clear path to expand operating margins by approximately 140 basis points to match its best-in-class peer, Publicis Groupe.
PRIMARY RISK
Failure to Execute IPG Integration & Synergy Targets

The primary risk is a failure to successfully integrate the massive IPG acquisition. The complexity of merging two global holding companies could lead to significant operational disruptions, key talent attrition, and major client losses. A failure to realize the targeted $1.5 billion in synergies would invalidate the core margin expansion thesis.

Mechanism: A botched integration would cause revenue 'dis-synergies' (client departures) and higher-than-expected restructuring costs, leading to a failure to expand margins. This would cause a significant miss on EPS targets and a re-rating of the stock to a lower multiple as the market loses faith in management's execution.
Supporting Evidence:
  • The risk is rated as HIGH probability due to the sheer scale and complexity of the merger.
  • High short interest of approximately 12% of the public float as of March 2026 indicates significant market skepticism about the integration.
  • The company has suspended organic growth reporting for 2026, which reduces transparency and could mask underlying client attrition during the integration.
Key KPI Watchlist
KPI Threshold Rationale
Adjusted EBITA Margin>16.5%This is the most direct measure of synergy realization. The primary bull thesis hinges on expanding margins toward the ~18% level of its best-in-class peer; consistent quarterly progress is critical.
Pro-forma Organic Revenue GrowthStable at 3-4%While the company has suspended official reporting, any qualitative or pro-forma metric indicating stable top-line performance is crucial to prove the absence of major client attrition and revenue dis-synergies during the integration.
Free Cash Flow GenerationFCF conversion >100% of Net IncomeSustained high cash conversion is required to fund the aggressive $5 billion share repurchase program, which is a key component of the EPS growth story and overall shareholder return.
Core Investment Debate

The IPG Merger: Synergy Catalyst vs. Execution Catastrophe

BULL VIEW

The merger creates a scale leader. Management will successfully extract $1.5B in cost synergies, expand margins by 140bps, and fuel a $5B buyback, driving double-digit EPS growth.

CORE TENSION

Can management execute the largest merger in industry history, realizing $1.5B in synergies, or will integration complexity cause client/talent loss, destroying the value proposition?


PREVAILING SENTIMENT
BEARISH

High short interest at ~12% and the suspension of organic growth reporting for 2026 signal intense market skepticism and a lack of transparency on core client retention.

BEAR VIEW

Massive complexity leads to revenue 'dis-synergies' from client losses and culture clash. Higher-than-expected restructuring costs will erase planned synergies, causing a major EPS miss.

Next 6 months: Risks and Catalysts
Timeline Event & Metric To Watch
April 28, 2026
Q1 2026 Earnings Call
Watch: Commentary on synergy realization progress vs. $900M 2026 target and any qualitative data on client retention post-merger, given suspended organic growth reporting.
Late July 2026
Q2 2026 Earnings Call
Watch: First quantifiable update on Adjusted EBITA Margin expansion. Watch for margin to exceed the 15.6% baseline established in FY 2025, proving synergy capture.
H1 2026
DOJ vs. Google Ad Tech Antitrust Ruling
Watch: Binary headline: whether the court orders a structural breakup or divestiture of Google's Ad Manager suite. This would disrupt the entire media buying supply chain.
Anytime / Ongoing
Major Client Announcement on In-Housing
Watch: Press release from a top-20 client (e.g., P&G, VW, Apple) announcing a major reduction in agency scope due to successful in-housing of Gen AI tools for creative work.
Key Events in Last 6 Months
Date Event Stock Impact
Sep 30, 2025
FTC Merger Consent Order
Details: FTC imposed a consent order to resolve antitrust concerns from the pending IPG merger, signaling regulatory oversight and potential for future scrutiny of industry practices.
Plummeted -5.0%
$79.93 -> $75.93
Oct 22, 2025
Q3 2025 Earnings
Details: Reported mixed results with divergence across segments. Media & Advertising grew 9.1% while other segments declined, highlighting reliance on specific divisions for growth pre-merger.
Rose significantly by 3.2%
$77.16 -> $79.63
Nov 19, 2025
Interpublic Group (IPG) Acquisition Closes
Details: The massive acquisition of competitor Interpublic Group officially closed, creating the largest ad holding company but beginning a period of intense integration risk and complexity.
Slight -2.1% pullback
$72.10 -> $70.59
Feb 18, 2026
Q4 2025 Earnings & Buyback
Details: Reported Q4 EPS of $2.59 missed estimates of $2.94, but announced a new $5.0B buyback and boosted synergy targets, causing the stock to surge on future prospects. [1, 32]
Surged +15.4%
$69.46 -> $80.14
Mar 12, 2026
Investor Day
Details: Company hosted an investor day to outline the post-merger strategy and synergy targets. The negative stock reaction indicates investor skepticism about the execution plan presented.
Fell notably by -2.7%
$80.06 -> $77.91
Apr 8, 2026
FTC Investigates Alleged Collusion
Details: FTC initiated action against Omnicom and peers for alleged 'brand safety' collusion. The muted stock reaction suggests the market may be awaiting more concrete developments.
Modest 1.6% gain
$75.65 -> $76.87
Risk Management
Position Sizing

1% - 3%

CONSERVATIVE

Stock is in an Explosive Volatility regime (3.3x S&P) with Spiking near-term fear. The Bearish sentiment, contested moat, and low visibility from suspended reporting mandate a Conservative sizing, despite the cheap valuation.

Diversification Alternatives
PUBP.PA
INDUSTRY

Superior execution. Publicis already completed its restructuring, has a more mature data platform (Epsilon), and is posting stronger organic growth, avoiding OMC's immense integration risk.

Core Thesis: A best-in-class operator leveraging a proven, integrated data and technology model to consistently win market share, evidenced by leading new business rankings for seven consecutive years. [13]
ACN
SECTOR

More durable business model. Accenture Song is a key competitor, but ACN's broader digital transformation business is less cyclical and less exposed to ad budget cuts than OMC.

Core Thesis: A secular compounder capitalizing on the enterprise-wide shift to digital. Its consulting-led model creates deep, strategic relationships, insulating it from project-based marketing spend volatility.
How Is The Market Pricing OMC?

Omnicom is transforming from a traditional advertising holding company into an AI-powered marketing and sales platform, focused on integrating its vast agency network with its 'Omni' operating system to drive measurable growth for clients.

Filter all news through the lens of the Omni platform's adoption and its ability to deliver data-driven, efficient, and integrated marketing solutions.

What will confirm the thesis

Major client wins attributed to the 'Omni' platform's capabilities; sustained organic revenue growth above 4%; successful integration of Interpublic (IPG) assets and realization of cost synergies; evidence of AI-driven tools increasing client ROI.

What will damage the thesis

Major client losses to competitors with stronger data/AI platforms (e.g., Publicis' Marcel); failure to achieve targeted IPG synergies; increased client in-housing of marketing services; margin compression due to inability to price for new technology-led services.

Noise: Real but irrelevant to thesis

Individual creative awards for subsidiary agencies  positive but not indicative of the platform thesis; quarterly fluctuations in specific marketing disciplines without a broader trend; executive changes at the individual agency level.

Repricing Catalyst

The primary repricing catalyst is the successful integration of the Interpublic Group (IPG) acquisition, which closed in November 2025, and the deployment of the next-generation AI-powered Omni platform across the combined entity. Management has targeted $1.5 billion in cost synergies over 30 months and forecasts approximately 4% revenue growth for the combined entity in 2026.

What OMC Makes & Who Pays
TTM figures based on Q4 2025 Earnings PR, Feb 18, 2026
Advertising & Media
$10.0B TTM (58% of Total) · % Margin
What It Is

Creative advertising campaigns, media planning and buying services through flagship agency networks like BBDO Worldwide, DDB Worldwide, and TBWA Worldwide, and media buying groups like OMD.

Who Pays & How

Fortune 500 companies across sectors like Food & Beverage (14%) and Pharma & Health (11%) pay Omnicom for global campaign execution, brand strategy, and large-scale media purchasing power they cannot efficiently replicate in-house. There is no single client that represents more than 3% of revenue.

Primarily project-based fees and retainers for agency services. Media buying is compensated through fees and commissions.
Competition
Publicis Groupe  Marcel AI Platform
Publicis has been recognized for its early and aggressive investment in its AI platform, Marcel, to unify its 80,000 employees and data, which it positions as a key differentiator.
Omnicom's moat is its vast network of top-tier creative agencies with long-standing client relationships and its own proprietary AI-driven platform, Omni, which integrates data from partners like Acxiom to provide a comprehensive view of consumers.
Other Marketing & Communication Services
$7.3B TTM (42% of Total) · % Margin
What It Is

Services including Public Relations (Ketchum, FleishmanHillard), Precision Marketing, Commerce, Health, Experiential, and Branding.

Who Pays & How

Clients from sectors such as Healthcare/Pharma (16%), Consumer Products (13%), and Technology (10%) pay for specialized communication services that require deep industry expertise and regulatory knowledge.

Project fees and retainers for specialized communication services.
Competition
Interpublic Group (Now acquired), WPP, Dentsu, and specialized consultancies (e.g., Accenture Song).
Consulting firms like Accenture Song compete by offering integrated services that span from strategy and technology implementation to marketing execution, posing a threat to traditional agency models.
Omnicom's moat lies in the strong brand equity of its specialized agencies, deep, long-term client relationships, and the ability to offer a comprehensive suite of communication services under one holding company structure.
OMC Evolution: Price Return by Era
19861999 · The 'Big Bang' & Consolidation
Creating the Modern Holding Company
Omnicom was formed in 1986 through a landmark three-way merger of BBDO, DDB, and Needham Harper to create scale and resist hostile takeovers. This era was defined by acquiring iconic creative agencies like TBWA in 1993 and establishing a decentralized model that preserved individual agency cultures while centralizing finances, setting the template for the modern advertising holding company.
20002017 · Global Expansion & Digital Adaptation
Navigating the Digital Shift
This period saw Omnicom expand its global footprint and begin adapting to the rise of digital media. It focused on growing its network of specialized agencies in areas beyond traditional advertising, such as PR, CRM, and healthcare. A proposed 2013 merger with Publicis Groupe collapsed, forcing a strategic pivot back toward organic growth and smaller, technology-focused acquisitions.
2018Present · The Platform Transformation
Becoming an AI-Powered 'Marketing OS'
Facing disruption from consulting firms and data-driven competitors, Omnicom shifted its strategy to focus on technology. This era is defined by the development and launch of Omni, its AI-powered marketing operating system, designed to unify data, creativity, and media. The transformation culminated in the massive acquisition of competitor Interpublic Group in late 2025, betting its future on becoming the scaled, technology-driven leader in the industry.
Market Appears To Be Acting Against Core Thesis
Price structure is in a downtrend. Multiple SMA levels broken and declining. Thesis requires reclaiming 200D before any bull case is credible. Relative to SPY: Lagging the market on the 63D window, but 'relative strength' is beginning to stabilize; watch for inflection. Volume and momentum are clearly negative. OBV (on-balance volume) and volume character point to institutional exit. Earnings history is mildly cautionary. The reaction or drift are negative, and the market is beginning to push back on the thesis.
① Structure
-4
Structural pillar score (-4 to +4). Driven by trend regime, SMA cross events, proximity to 52W high, and relative strength vs SPY.
② Volume / Momentum
-2
Volume/Momentum pillar score (-4 to +4). Driven by institutional footprint score, OBV divergence, and momentum character.
③ Catalyst
-1
Catalyst pillar score (-4 to +4). Driven by earnings day reaction, 20D post-earnings drift, and post-earnings volume character.
Combined Score
-7 / 12
1 Price Structure & Trend Downtrend · Death Cross
2 Momentum Mixed
3 Relative Strength vs. SPY Mild Underperformance
4 Institutional Footprint & Volume Strong Distribution
5 Volatility Normal
6 Key Price Levels Range · Vol Rising
7 Earnings Reaction History Diminishing Reward
8 How the Verdict Is Derived Three Pillars
Core Cache Last Updated: 6/20/2026