Omnicom Group (OMC)
NYSECommunication ServicesAdvertising AgenciesSnapshot 2026-11-04
$87.51+5.22%
Close 2026-11-04 · 1-day change
NYSECommunication ServicesAdvertising AgenciesSnapshot 2026-11-04
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 54% 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 integration of IPG and cost synergies must keep compounding to justify the price. Q3 2026 revenue hit $6.42 billion with a 1.9% earnings beat. The stock trades at 9x earnings versus a 18x peer median. This discount reflects modest growth expectations versus our view. A 30% probability of a next-quarter miss is the key risk. Peer multiples imply a price about 7% above where it trades. This read is provisional.
Trailing returns as of 2026-11-04. 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 Nov 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-11-04. 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: Integrate IPG and realize cost-reduction synergies
Earnings-call disclosures can confirm integration progress and management’s operating outlook.
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 2026-11-04. 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.
Advances: Integrate IPG and realize cost-reduction synergies
~$900M synergy target and ~5% organic growth forecast support integration and growth objectives.
Advances: Drive organic revenue growth and operational excellence
Beating estimates and lifting margins support organic growth and operational excellence.
Advances: Drive organic revenue growth and operational excellence
Winning Coca-Cola’s North America media account supports client growth and organic revenue.
Advances: Drive organic revenue growth and operational excellence
Increased ad demand supports organic revenue growth strategy.
Advances: Drive organic revenue growth and operational excellence
New billings indicate strong organic revenue growth.
Advances: Integration and synergy realization from Interpublic acquisition
Integration progress supports growth and synergy realization.
Advances: Disciplined capital allocation with $5 billion share repurchase authorization
Increased payments indicate strong capital allocation strategy.