Omnicom Group Inc (OMC)vsPerion Network (PERI)
OMC
Omnicom Group Inc
$86.84
-2.30%
COMMUNICATION SERVICES · Cap: $25.32B
PERI
Perion Network
$11.37
-0.22%
COMMUNICATION SERVICES · Cap: $369.74M
Smart Verdict
WallStSmart Research — data-driven comparison
Omnicom Group Inc generates 5575% more annual revenue ($24.76B vs $436.22M). OMC leads profitability with a 2.9% profit margin vs -3.0%. PERI appears more attractively valued with a PEG of 0.90. OMC earns a higher WallStSmart Score of 71/100 (B).
OMC
Strong Buy71
out of 100
Grade: B
PERI
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.6%
Fair Value
$90.69
Current Price
$86.84
$3.85 discount
Margin of Safety
+86.6%
Fair Value
$64.45
Current Price
$11.37
$53.08 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 59.1% year-over-year
Reasonable price relative to book value
Earnings expanding 36.0% YoY
Reasonable price relative to book value
Earnings expanding 77.1% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
ROE of 7.1% — below average capital efficiency
2.9% margin — thin
Elevated debt levels
Weak financial health signals
Smaller company, higher risk/reward
Weak financial health signals
ROE of -2.1% — below average capital efficiency
Revenue declined 4.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : OMC
The strongest argument for OMC centers on Revenue Growth, Price/Book, EPS Growth. Revenue growth of 59.1% demonstrates continued momentum. PEG of 1.22 suggests the stock is reasonably priced for its growth.
Bull Case : PERI
The strongest argument for PERI centers on Price/Book, EPS Growth, Debt/Equity. PEG of 0.90 suggests the stock is reasonably priced for its growth.
Bear Case : OMC
The primary concerns for OMC are Return on Equity, Profit Margin, Debt/Equity. A P/E of 89.7x leaves little room for execution misses. Thin 2.9% margins leave little buffer for downturns.
Bear Case : PERI
The primary concerns for PERI are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
OMC profiles as a hypergrowth stock while PERI is a turnaround play — different risk/reward profiles.
PERI carries more volatility with a beta of 0.81 — expect wider price swings.
OMC is growing revenue faster at 59.1% — sustainability is the question.
OMC generates stronger free cash flow (913M), providing more financial flexibility.
Bottom Line
OMC scores higher overall (71/100 vs 55/100) and 59.1% revenue growth. PERI offers better value entry with a 86.6% margin of safety. Both earn "Strong 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.
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 →Perion Network
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Perion Network Ltd. provides advertising solutions to brands, agencies, and publishers in North America, Europe, and internationally. The company is headquartered in Holon, Israel.
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