Omnicom Group Inc (OMC)vsUnitedHealth Group Incorporated (UNH)
OMC
Omnicom Group Inc
$75.74
+0.46%
COMMUNICATION SERVICES · Cap: $23.72B
UNH
UnitedHealth Group Incorporated
$270.55
-1.09%
HEALTHCARE · Cap: $245.57B
Smart Verdict
WallStSmart Research — data-driven comparison
UnitedHealth Group Incorporated generates 2491% more annual revenue ($447.57B vs $17.27B). UNH leads profitability with a 2.7% profit margin vs -0.3%. UNH appears more attractively valued with a PEG of 0.98. UNH earns a higher WallStSmart Score of 59/100 (C).
OMC
Hold49
out of 100
Grade: D+
UNH
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for OMC.
Margin of Safety
-197.5%
Fair Value
$89.96
Current Price
$270.55
$180.59 premium
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
Mega-cap, among the largest globally
Strong operational efficiency at 34.0%
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
ROE of 0.5% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Earnings declined 10.3%
2.7% margin — thin
Earnings declined 99.9%
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 : UNH
The strongest argument for UNH centers on Market Cap, Operating Margin, PEG Ratio. Revenue growth of 12.3% demonstrates continued momentum. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bear Case : OMC
The primary concerns for OMC are Return on Equity, Piotroski F-Score, PEG Ratio.
Bear Case : UNH
The primary concerns for UNH are Profit Margin, EPS Growth. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
OMC profiles as a growth stock while UNH is a value play — different risk/reward profiles.
OMC carries more volatility with a beta of 0.71 — 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
UNH scores higher overall (59/100 vs 49/100) and 12.3% revenue growth. Both earn "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 →UnitedHealth Group Incorporated
HEALTHCARE · HEALTHCARE PLANS · USA
UnitedHealth Group Incorporated is an American for-profit multinational managed healthcare and insurance company based in Minnetonka, Minnesota. It offers health care products and insurance services. In 2020, it was the second-largest healthcare company (behind CVS Health) by revenue with $257.1 billion, and the largest insurance company by net premiums. UnitedHealthcare revenues comprise 80% of the Group's overall revenue.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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