Omnicom Group Inc (OMC)vsTrade Desk Inc (TTD)
OMC
Omnicom Group Inc
$78.60
-0.92%
COMMUNICATION SERVICES · Cap: $22.26B
TTD
Trade Desk Inc
$14.26
-1.59%
COMMUNICATION SERVICES · Cap: $6.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Omnicom Group Inc generates 648% more annual revenue ($22.37B vs $2.99B). TTD leads profitability with a 13.6% profit margin vs 1.7%. TTD appears more attractively valued with a PEG of 1.06. OMC earns a higher WallStSmart Score of 67/100 (B-).
OMC
Strong Buy67
out of 100
Grade: B-
TTD
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+18.9%
Fair Value
$85.48
Current Price
$78.60
$6.88 discount
Intrinsic value data unavailable for TTD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 63.4% year-over-year
Earnings expanding 58.8% YoY
Reasonable price relative to book value
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
ROE of 3.9% — below average capital efficiency
1.7% margin — thin
Elevated debt levels
Weak financial health signals
3.0% revenue growth
Earnings declined 23.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : OMC
The strongest argument for OMC centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 63.4% demonstrates continued momentum.
Bull Case : TTD
The strongest argument for TTD centers on Debt/Equity, P/E Ratio, Price/Book. PEG of 1.06 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 219.3x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.
Bear Case : TTD
The primary concerns for TTD are Revenue Growth, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
OMC profiles as a hypergrowth stock while TTD is a value play — different risk/reward profiles.
TTD carries more volatility with a beta of 1.00 — expect wider price swings.
OMC is growing revenue faster at 63.4% — sustainability is the question.
TTD generates stronger free cash flow (140M), providing more financial flexibility.
Bottom Line
OMC scores higher overall (67/100 vs 55/100) and 63.4% revenue growth. 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 →Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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