OMC

Omnicom Group Inc.

Communication ServicesAdvertising AgenciesNASDAQ

$72.71

-$1.04 (-1.44%)today

Conviction

6/ 10

Fair Value$100.90

Upside+38.77%

Signal23.26

Market Cap$23.8B

52W Range$66.33–$87.17

Next EarningsApr 28

Conviction History

Conviction Changes

No conviction changes recorded

Premium Content

Upgrade to premium to see the full reasoning behind each conviction change.

Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$178.26

Current Price$75.06

Upside / Down+137.5%

P(Undervalued)99.9%

P(20%+ Up)98.3%

P(15%+ Down)0.0%

Fair Value Distribution — percentile bands

99.9% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

-6.3%/yr

±3.9% · revenue growth to justify current price

FCF-Based Reverse DCF

-13.0%/yr

±2.4% · FCF growth to justify current price

THE GAP

Market pricing margin expansion or capex normalization

Premium Content

Upgrade to premium for full distribution data, sensitivity analysis, and segment breakdowns.

Bull Case

No analysis yet

Bear Case

No analysis yet

Research Feed

sec_10kMar 3

Conviction: unchanged

OMC FY2025: Massive IPG Merger Closes Q4, Integration Charges Mask Underlying Growth

FY2025: .3B revenue (+9.3% normalized), 14.6% normalized operating margin. IPG merger closed Nov 25, driving integration charges of .1B that masked healthy underlying performance. Post-merger combined...