Criteo Sa (CRTO)vsOmnicom Group Inc (OMC)
CRTO
Criteo Sa
$19.00
+4.34%
COMMUNICATION SERVICES · Cap: $1.07B
OMC
Omnicom Group Inc
$87.57
-0.89%
COMMUNICATION SERVICES · Cap: $24.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Omnicom Group Inc generates 1066% more annual revenue ($22.37B vs $1.92B). CRTO leads profitability with a 6.0% profit margin vs 1.7%. CRTO appears more attractively valued with a PEG of 0.89. OMC earns a higher WallStSmart Score of 65/100 (C+).
CRTO
Buy56
out of 100
Grade: C
OMC
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+46.8%
Fair Value
$34.76
Current Price
$19.00
$15.76 discount
Margin of Safety
+15.9%
Fair Value
$82.46
Current Price
$87.57
$5.11 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 63.4% year-over-year
Earnings expanding 58.8% YoY
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
6.0% margin — thin
Operating margin of 3.8%
Revenue declined 5.9%
ROE of 3.9% — below average capital efficiency
1.7% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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, EPS Growth, Price/Book. Revenue growth of 63.4% 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, Debt/Equity. A P/E of 236.7x leaves little room for execution misses. Thin 1.7% 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 0.66 — expect wider price swings.
OMC is growing revenue faster at 63.4% — sustainability is the question.
CRTO generates stronger free cash flow (-23M), providing more financial flexibility.
Bottom Line
OMC scores higher overall (65/100 vs 56/100) and 63.4% revenue growth. CRTO offers better value entry with a 46.8% 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.
Visit Website →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.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
Want to dig deeper into these stocks?