Omnicom Group (OMC)
NYSECommunication ServicesAdvertising AgenciesSnapshot 2026-09-14
$79.85-1.50%
Close 2026-09-15 · 1-day change
NYSECommunication ServicesAdvertising AgenciesSnapshot 2026-09-14
Research Workspace
Put OMC beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 41% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskHealthy across the board
Omnicom's disciplined capital allocation and share repurchase strategy must continue to drive growth. Revenue growth has been steady, with the latest quarter reporting inline earnings. OMC trades at 8.4× P/E versus a peer median of 16.6×, indicating that the price reflects less growth than anticipated. If OMC cuts guidance on the next call, that would be a meaningful negative. Peer multiples imply a price about 11% above where it trades. This read is provisional.
Trailing returns as of 2026-09-15. OMC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 13 analysts currently covering OMC (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare OMC with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| OMC Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Advertising — fair value, gap to price, and forward P/E.
Compare the value case
Put OMC next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Disciplined capital allocation with $5 billion share repurchase authorization
Increased payments indicate strong capital allocation strategy.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Drive organic revenue growth and operational excellence
Margin pressure could hinder organic revenue growth.
Advances: Integration and synergy realization from Interpublic acquisition
Integration and organic growth efforts are progressing positively.
Advances: Drive organic revenue growth and operational excellence
Q2 highlights support organic revenue growth and operational excellence.
Advances: Achieve 4% revenue growth in 2026
New partnership enhances revenue growth potential.
Advances: Achieve 4% revenue growth in 2026
New partnership enhances revenue growth potential.
Partnership enhances growth potential through innovative advertising solutions.
Partnership enhances revenue growth potential through innovative advertising.