WallStSmart

Criteo Sa (CRTO)vsOmnicom Group Inc (OMC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Omnicom Group Inc generates 934% more annual revenue ($19.82B vs $1.92B). CRTO leads profitability with a 6.0% profit margin vs 0.3%. CRTO appears more attractively valued with a PEG of 0.89. CRTO earns a higher WallStSmart Score of 56/100 (C).

CRTO

Buy

56

out of 100

Grade: C

Growth: 2.0Profit: 5.0Value: 9.3Quality: 7.5
Piotroski: 6/9Altman Z: 2.42

OMC

Buy

51

out of 100

Grade: C-

Growth: 6.0Profit: 5.0Value: 5.0Quality: 3.5
Piotroski: 1/9Altman Z: 0.76
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CRTOUndervalued (+59.0%)

Margin of Safety

+59.0%

Fair Value

$45.20

Current Price

$16.49

$28.71 discount

UndervaluedFair: $45.20Overvalued
OMCUndervalued (+23.7%)

Margin of Safety

+23.7%

Fair Value

$90.88

Current Price

$77.06

$13.82 discount

UndervaluedFair: $90.88Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CRTO4 strengths · Avg: 9.3/10
P/E RatioValuation
7.7x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.139/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.898/10

Growing faster than its price suggests

OMC2 strengths · Avg: 9.0/10
Revenue GrowthGrowth
69.2%10/10

Revenue surging 69.2% year-over-year

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

CRTO4 concerns · Avg: 2.8/10
Market CapQuality
$826.52M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
6.0%3/10

6.0% margin — thin

Operating MarginProfitability
2.5%3/10

Operating margin of 2.5%

Revenue GrowthGrowth
-5.9%2/10

Revenue declined 5.9%

OMC4 concerns · Avg: 2.8/10
Return on EquityProfitability
2.0%3/10

ROE of 2.0% — below average capital efficiency

Profit MarginProfitability
0.3%3/10

0.3% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
15.972/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : CRTO

The strongest argument for CRTO centers on P/E Ratio, Price/Book, Debt/Equity. PEG of 0.89 suggests the stock is reasonably priced for its growth.

Bull Case : OMC

The strongest argument for OMC centers on Revenue Growth, Price/Book. Revenue growth of 69.2% demonstrates continued momentum.

Bear Case : CRTO

The primary concerns for CRTO are Market Cap, Profit Margin, Operating Margin.

Bear Case : OMC

The primary concerns for OMC are Return on Equity, Profit Margin, Piotroski F-Score. Thin 0.3% margins leave little buffer for downturns.

Key Dynamics to Monitor

CRTO profiles as a value stock while OMC is a hypergrowth play — different risk/reward profiles.

OMC carries more volatility with a beta of 0.68 — expect wider price swings.

OMC is growing revenue faster at 69.2% — sustainability is the question.

CRTO generates stronger free cash flow (48M), providing more financial flexibility.

Bottom Line

CRTO scores higher overall (56/100 vs 51/100). OMC offers better value entry with a 23.7% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Criteo Sa

COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA

Criteo SA, a technology company, provides open Internet monetization and marketing services in North and South America, Europe, the Middle East, Africa, and Asia-Pacific. The company is headquartered in Paris, France.

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Omnicom Group Inc

COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA

Omnicom Group Inc. is an American global media, marketing and corporate communications holding company, headquartered in New York City.

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