Omnicom Group Inc (OMC)vsS&P Global Inc (SPGI)
OMC
Omnicom Group Inc
$75.74
+0.46%
COMMUNICATION SERVICES · Cap: $23.72B
SPGI
S&P Global Inc
$408.48
-0.66%
FINANCIAL SERVICES · Cap: $124.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Omnicom Group Inc generates 13% more annual revenue ($17.27B vs $15.34B). SPGI leads profitability with a 29.1% profit margin vs -0.3%. SPGI appears more attractively valued with a PEG of 1.50. SPGI earns a higher WallStSmart Score of 67/100 (B-).
OMC
Hold49
out of 100
Grade: D+
SPGI
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for OMC.
Margin of Safety
+40.5%
Fair Value
$687.02
Current Price
$408.48
$278.54 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 27.9% year-over-year
Generating 3.0B in free cash flow
Strong operational efficiency at 38.3%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Earnings expanding 32.0% YoY
Generating 1.7B in free cash flow
Areas to Watch
ROE of 0.5% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Earnings declined 10.3%
Moderate valuation
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : OMC
The strongest argument for OMC centers on Price/Book, Revenue Growth, Free Cash Flow. Revenue growth of 27.9% demonstrates continued momentum.
Bull Case : SPGI
The strongest argument for SPGI centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 29.1% and operating margin at 38.3%.
Bear Case : OMC
The primary concerns for OMC are Return on Equity, Piotroski F-Score, PEG Ratio.
Bear Case : SPGI
The primary concerns for SPGI are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
OMC profiles as a growth stock while SPGI is a mature play — different risk/reward profiles.
SPGI carries more volatility with a beta of 1.22 — expect wider price swings.
OMC is growing revenue faster at 27.9% — sustainability is the question.
OMC generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
SPGI scores higher overall (67/100 vs 49/100), backed by strong 29.1% margins. Both earn "Strong Buy" and "Hold" 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 →S&P Global Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
S&P Global Inc. is an American publicly traded corporation headquartered in Manhattan, New York City. Its primary areas of business are financial information and analytics.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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