WallStSmart

Omnicom Group Inc (OMC)vsStagwell Inc (STGW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Omnicom Group Inc generates 494% more annual revenue ($17.27B vs $2.91B). STGW leads profitability with a 100.0% profit margin vs -0.3%. OMC earns a higher WallStSmart Score of 49/100 (D+).

OMC

Hold

49

out of 100

Grade: D+

Growth: 5.3Profit: 4.5Value: 4.0Quality: 3.5
Piotroski: 1/9Altman Z: 0.76

STGW

Hold

45

out of 100

Grade: D+

Growth: 6.0Profit: 6.0Value: 3.0Quality: 3.0
Piotroski: 5/9Altman Z: 0.96
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for OMC.

STGWSignificantly Overvalued (-42.3%)

Margin of Safety

-42.3%

Fair Value

$3.74

Current Price

$6.16

$2.42 premium

UndervaluedFair: $3.74Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OMC3 strengths · Avg: 8.0/10
Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
27.9%8/10

Revenue surging 27.9% year-over-year

Free Cash FlowQuality
$3.00B8/10

Generating 3.0B in free cash flow

STGW3 strengths · Avg: 9.3/10
Profit MarginProfitability
100.0%10/10

Keeps 100 of every $100 in revenue as profit

EPS GrowthGrowth
65.1%10/10

Earnings expanding 65.1% YoY

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

OMC4 concerns · Avg: 2.5/10
Return on EquityProfitability
0.5%3/10

ROE of 0.5% — below average capital efficiency

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
15.972/10

Expensive relative to growth rate

EPS GrowthGrowth
-10.3%2/10

Earnings declined 10.3%

STGW4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.4%4/10

2.4% revenue growth

Market CapQuality
$1.56B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.9%3/10

ROE of 3.9% — below average capital efficiency

P/E RatioValuation
77.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull 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 : STGW

The strongest argument for STGW centers on Profit Margin, EPS Growth, Price/Book. Profitability is solid with margins at 100.0% and operating margin at 7.3%.

Bear Case : OMC

The primary concerns for OMC are Return on Equity, Piotroski F-Score, PEG Ratio.

Bear Case : STGW

The primary concerns for STGW are Revenue Growth, Market Cap, Return on Equity. A P/E of 77.0x leaves little room for execution misses. Debt-to-equity of 2.35 is elevated, increasing financial risk.

Key Dynamics to Monitor

OMC profiles as a growth stock while STGW is a value play — different risk/reward profiles.

STGW carries more volatility with a beta of 1.54 — 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

OMC scores higher overall (49/100 vs 45/100) and 27.9% revenue growth. Both earn "Hold" 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.

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Stagwell Inc

COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA

Stagwell Inc. (STGW) is a cutting-edge digital marketing and communications agency that has rapidly established itself as a leader in the industry since its inception in 2015. With a comprehensive suite of services including advertising, public relations, and digital media, Stagwell leverages advanced technology and data analytics to drive impactful growth for brands. The company's strategic focus on performance-driven solutions and targeted acquisitions enhances its competitive positioning while adapting to the dynamic marketing landscape. For institutional investors, Stagwell presents a unique opportunity to invest in a transformative firm poised for continued success in the evolving global marketplace.

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