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Global advertising and marketing-services holding company owning agency networks like BBDO, DDB and TBWA.
Global advertising and marketing-services holding company owning agency networks like BBDO, DDB and TBWA.
Earns fees and commissions from advertisers for creating campaigns, buying media space on their behalf and running PR and data-driven marketing, usually under multi-year agency relationships, so it moves with big brands' marketing budgets. In late 2024 it agreed to buy rival Interpublic.
Moat: narrow (brand, scale, switching costs). Long-standing global agency relationships and media-buying scale create moderate client switching costs.
Headquarters: New York, US · Founded: 1986 · Employees: 120,000
Size Omnicom (OMC) is a United States Communication Services company (Advertising/Marketing Services) with a market value of $23.6B, the 444th largest of 3,117 United States companies the cockpit tracks. Shares closed at $86.37 on 6 Nov 2026.
Performance Over six months the shares gained 13.3%, against +15.9% for the median peer and -1.1% for the United States market (cap-weighted) — 5th highest of 9 in its peer set.
Growth Revenue grew 54.1% over the last twelve months (peer median +4.5%); the operating margin is 14.7% (peer median 10.5%).
Valuation It trades at 7.9× forward earnings against a peer median of 14.9× (2nd cheapest of 8).
Price implies For today's price to make sense, revenue must grow about -7% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -12 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 7.8 points above its cost of capital (7.5% WACC).
Backlog Backlog (remaining performance obligations) was $426M at 30 Sep 2026 — 0.0 years of trailing revenue. Backlog detail →
Credit Omnicom has 17 bonds outstanding ($9.51B), rated BBB+ by the agencies and trading like BBB at a weighted spread of 103 bp.
Short interest Short interest is 8.9% of the free float (15 Oct 2026).
Next results Next results expected around 9 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $24.8B | $17.3B | $15.7B | $14.7B | $14.3B |
| Revenue growth | — | +10% | +7% | +3% | — |
| Gross profit | $4.24B | $2.98B | $2.74B | $2.50B | $2.58B |
| EBITDA | $4.24B | $2.86B | $2.59B | $2.32B | $2.42B |
| Net income | $705M | -$54.5M | $1.48B | $1.39B | $1.32B |
| Free cash flow | $2.86B | $2.79B | $1.59B | $1.34B | $848M |
| Capital expenditure | $212M | $150M | $141M | $78.4M | $78.2M |
| Total debt | $11.4B | $11.2B | $7.08B | $6.72B | $6.70B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Omnicom OMC | $23.6B | +13% | +54% | 15% | 7.9× | -6.9% |
| WPP Plc Sponsored ADR WPP | $6.09B | +53% | -3% | 9% | 7.7× | -10.2% |
| Publicis Groupe PUB.PA | $29.0B | +33% | +5% | 15% | 13.0× | 1.1% |
| IPD IPG.AX | $372M | -18% | +17% | 11% | 15.9× | 5.6% |
| Dentsu 4324.T | $6.37B | +30% | +4% | 10% | 12.8× | -12.0% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | OMC | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +13.0% | +9.1% | 2nd highest of 9 |
| 6-month return | +13.3% | +15.9% | 5th highest of 9 |
| Distance from 52-week high | -3.6% | -10.7% | 3rd highest of 9 |
| Revenue growth (TTM) | +54.1% | +4.5% | highest of 9 |
| Operating margin | 14.7% | 10.5% | 3rd highest of 9 |
| Forward P/E | 7.9× | 14.9× | 2nd cheapest of 8 |
| Growth the price implies (Req g, 7 yrs) | -6.9% | 3.9% | 3rd least demanding of 9 |
| Growth delivered (Del g) | +5.6% | +11.5% | 2nd lowest of 9 |
| Hurdle (Req g minus delivered) | -12.4 pp | -9.7 pp | 4th least demanding of 9 |
| ROIC minus cost of capital | +7.8 pp | +4.9 pp | 3rd highest of 9 |
| EV / EBITDA | 7.5× | 6.2× | 3rd most expensive of 7 |
| Net debt / EBITDA | 1.8× | 0.7× | 3rd most indebted of 7 |
| Bond spread | 103 bp | 98 bp | 3rd tightest of 5 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Omnicom OMC | United States | $23.6B | +13% | +54% | 15% | 7.9× | -6.9% | +5.6% |
| Publicis Groupe PUB.PA | France | $29.0B | +33% | +5% | 15% | 13.0× | 1.1% | +10.0% |
| Kuaishou-w 1024.HK | Hong Kong | $16.0B | -39% | +11% | 11% | 14.9× | -4.4% | +18.6% |
| REA REA.AX | Australia | $15.9B | +2% | +4% | 48% | 31.3× | 19.3% | +14.5% |
| BlueFocus Intelligent Communications 300058.SZ | China | $6.98B | -24% | +6% | 0% | 123.3× | 58.3% | +11.1% |
| JCDecaux DEC.PA | France | $6.40B | +42% | +1% | 12% | 18.6× | 6.6% | +11.8% |
| Dentsu 4324.T | Japan | $6.37B | +30% | +4% | 10% | 12.8× | -12.0% | +8.8% |
| Compagnie du Cambodge CBDG.PA | France | $6.33B | -11% | +45% | -11% | n/a | 55.9% | +269.1% |
| WPP WPP.L | United Kingdom | $5.93B | +58% | -6% | 9% | 7.8× | -8.1% | +2.5% |
Omnicom has 17 bonds outstanding with $9.51B face value. The agencies rate it BBB+; its bonds trade like BBB. Weighted yield 5.39%, a spread of 103 bp over government bonds.
Omnicom reported $426M of remaining performance obligations at 30 Sep 2026 and down 7% from the previous quarter. That is 0.0 years of trailing revenue already under contract. Book-to-bill last quarter: 0.99.