OMC

Omnicom Group Inc.

Communication ServicesAdvertising AgenciesNASDAQ

$75.58

-$0.06 (-0.08%)today

Conviction

6/ 10

Fair Value$101.40

Upside+34.16%

Signal20.5

Market Cap$23.4B

52W Range$66.33–$87.17

Next EarningsApr 21

Conviction History

Conviction Changes

No conviction changes recorded

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

KEY VALUE DRIVERS

Spearman correlation — what moves this valuation most

Bull Case

Queued for analysis

Eagle will generate this view by the next trading session (~7h).

Bear Case

Queued for analysis

Eagle will generate this view by the next trading session (~7h).

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...