Strativest CapitalSTRATIVEST RESEARCH
Independent research · Est. October 2026
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Stock X-Ray · Communication Services · S&P 500 Full Coverage — Phase 1

Omnicom Group (OMC)

X-Ray dated Oct 28, 2026 · Share price as of Oct 28, 2026 intraday, when the valuation snapshot was captured · Financials from SEC filings (EDGAR) · Valuation multiples from a labelled secondary source
The verdict — valuation label: UNDERVALUED

Forward P/E is 7.18x against a peer median of 22.40x, a ratio of 0.32x — far below the fair range — with trailing P/E 30.02x and PEG 0.63. Latest-quarter revenue grew 59.1% year over year (PRIMARY, EDGAR), so revenue is not shrinking and the cluster median is positive; the value-trap check does not overturn the discount. Delivered demand check: the Interactive media & advertising group's median growth was 39.5% year over year — demand rising, and Omnicom grew faster than that median.

7.2×
Forward P/E — price vs next year’s expected earnings (secondary source)
22.4×
Peer median forward P/E — closest comparable companies
30.0×
Trailing P/E — price vs the last twelve months of earnings
0.9×
Price / sales

What would change this label: Move to FAIRLY PRICED if the forward P/E rises to about 20.2x or above (0.90x the peer median) at unchanged estimates, or if revenue growth falls below 0% year over year for two quarters, which would make the low multiple look like a value trap. Move to OVERVALUED if the forward P/E rises above about 25.8x (1.15x the peer median) without a matching rise in growth.

In simple words

Omnicom helps brands with advertising, marketing and communications. Its shares cost only about 7 times next year's expected profit, far less than similar companies at about 22 times, and its sales grew 59.1%. On these numbers the shares look undervalued, though that depends on the expected profit arriving.

Words we use, in plain English: P/E ratio — the share price divided by earnings per share; how many dollars you pay for one dollar of yearly profit. Forward P/E — the same, using next year’s expected earnings. Free cash flow — cash a company has left after running the business and buying equipment. TTM — the last twelve months. Drawdown — the worst fall from a peak to the low after it.
The share price vs the market — six years
Omnicom Group (OMC)S&P 500 (SPY)
761151541932312021202220232024202520262020-09-012026-10-27

Both lines start at 100 on 2020-09-01. Over the full window Omnicom Group returned +48.49% and the S&P 500 +118.28% (price returns; dividends not reinvested). Worst peak-to-trough fall for Omnicom Group: -36.2% (2024-10-16 to 2026-02-12). Source: Nasdaq official daily history.

What the label rests on

Forward P/E is 7.18x against a peer median of 22.40x, a ratio of 0.32x — far below the fair range — with trailing P/E 30.02x and PEG 0.63. Latest-quarter revenue grew 59.1% year over year (PRIMARY, EDGAR), so revenue is not shrinking and the cluster median is positive; the value-trap check does not overturn the discount. Delivered demand check: the Interactive media & advertising group's median growth was 39.5% year over year — demand rising, and Omnicom grew faster than that median. The company’s forward P/E is 7.2× against a peer median of 22.4×. Its own history: UNVERIFIED — no sourced range available. Sector demand read: Delivered demand check: the Interactive media & advertising group's median latest-quarter revenue growth was 39.5% year over year (SEC filings) — demand rising. Omnicom grew at 59.1%, above that median. Latest-quarter sales growth was +59.1% versus a year earlier (SEC filings).

CompanyPrice (Oct 28, 2026)Forward P/ETrailing P/E
Omnicom Group (OMC)$77.897.2×30.0×
RDDT—22.4×31.6×
APP—14.4×19.8×
META—18.6×20.9×
GOOG—23.9×16.1×
GOOGL—24.2×16.2×
Peer median22.4×

Multiples: stockanalysis.com (SECONDARY, S&P Global data), fetched Oct 28, 2026. Peer set chosen by sector; the median is the middle value of the set. The label and its numbers were recorded in the programme’s label registry on Oct 28, 2026 and will be scored at 6 and 12 months.

Sales, profit and cash

Sales and profit each quarter
SalesNet income (profit)
$0B$2B$5B$7BSep 2020Sep 2021Sep 2022Sep 2023Sep 2024Sep 2025Sep 2026

This company does not report a gross-profit line in its SEC facts (normal for banks, payment networks and some health insurers), so profit is shown as net income instead — gross margin is marked UNVERIFIED-absent rather than estimated.

Cash left over each quarter (free cash flow)
PositiveNegative
$-3B$0B$3BSep 2020Sep 2021Sep 2022Sep 2023Sep 2024Sep 2025Sep 2026

Free cash flow = cash from operations minus spending on plant and equipment, both from the company’s SEC cash-flow statement. Gaps are quarters where that spending line is not separately tagged in the filings — shown as gaps, never estimated.

QuarterSalesGross marginNet incomeEPS (GAAP, diluted)Free cash flow
Q/E Sep 2026
2026-09-30
$6.4B—$656M2.38$912M
Q/E Jun 2026
2026-06-30
$6.6B—$585M2.08$-433M
Q/E Mar 2026
2026-03-31
$6.2B—$405M1.35$-614M
Q/E Dec 2025
2025-12-31
$5.5B—$-941M—$3.0B
Q/E Sep 2025
2025-09-30
$4.0B—$341M1.75$438M
Q/E Jun 2025
2025-06-30
$4.0B—$258M1.31$168M
Q/E Mar 2025
2025-03-31
$3.7B—$288M1.45$-816M
Q/E Dec 2024
2024-12-31
$4.3B—$448M—$1.9B
Q/E Sep 2024
2024-09-30
$3.9B—$386M1.95$537M
Q/E Jun 2024
2024-06-30
$3.9B—$328M1.65$-181M
Q/E Mar 2024
2024-03-31
$3.6B—$319M1.59$-642M
Q/E Dec 2023
2023-12-31
$4.1B—$426M—$1.8B

The last twelve reported quarters. Full 25-quarter history sits in the data pack behind this page. A dash means the figure is not tagged as a standalone quarter in the company’s SEC facts (the usual case is the fourth quarter, which many companies only report inside the full-year filing) — it is missing, not zero.

Earnings: getting better or worse?

Each box is one quarter’s earnings per share (EPS). Green means EPS was higher than the same quarter a year earlier; red means lower; a dash means the figure is not tagged in the filings.

Dec 2022
—
Mar 2023
1.11
Jun 2023
1.82
Sep 2023
1.86
Dec 2023
—
Mar 2024
1.59
Jun 2024
1.65
Sep 2024
1.95
Dec 2024
—
Mar 2025
1.45
Jun 2025
1.31
Sep 2025
1.75
Dec 2025
—
Mar 2026
1.35
Jun 2026
2.08
Sep 2026
2.38

Basis: GAAP diluted EPS from SEC company facts, compared with the same quarter a year earlier.

Key facts

ItemValue
Company (legal name in filings)OMNICOM GROUP INC.
Chief executiveJohn D. Wren (source: https://en.wikipedia.org/wiki/Omnicom_Group)
SectorCommunication Services — Advertising — sells advertising, marketing and communications services to brands
Share price (Oct 28, 2026)$77.89
Market value (market cap)$21.5B — share price times shares outstanding of 272,847,468 (SEC filings; SEC EDGAR dei EntityCommonStockSharesOutstanding (latest))
Sales, last twelve months$24.8B
Net income, last twelve months$705M
Free cash flow, last twelve months$2.9B
Latest reported quarterQ/E Sep 2026 (of 25 quarters in the data pack)
Six-year price return vs S&P 500+48.49% vs +118.28%
Worst peak-to-trough fall-36.2% (2024-10-16 to 2026-02-12)

What we could not verify

  • Gross profit / gross margin: not tagged as a standalone line in this company's EDGAR company facts (common for banks, payment networks and some healthcare payers) — shown as UNVERIFIED-absent; the page charts revenue and net income instead.
  • TTM GAAP diluted EPS could not be summed from company facts because at least one of the last four quarters (typically Q4) has no standalone tagged EPS; trailing P/E is therefore taken from the labelled secondary source in valuation_label.md.
  • Own-history P/E range not yet compiled for this company in the Phase 1 batch run; the label rests on peer-median, growth and PEG evidence.
  • Guidance record (each quarter scored against the guidance the company gave the quarter before) is not yet compiled for this company — it is a Phase 2 layer. The earnings strip below therefore uses reported EPS versus a year earlier, which is fully sourced from filings.

The IT factor — the most exciting thing the market is overlooking — is not assessed on an X-Ray page. It belongs to the Deep Dive (Phase 2), where it gets the evidence standard it needs. Leadership-era scoring (the six years split by chief executive) is likewise a Phase 2 layer; this page names the current chief executive only, from a sourced profile.

Sources

  • SEC EDGAR submissions — Filing index; company legal name. https://data.sec.gov/submissions/CIK0000029989.json
  • SEC EDGAR company facts — Quarterly financial spine: revenue, gross profit, net income, GAAP diluted EPS, operating cash flow, PP&E capex, buybacks, dividends, diluted shares. https://data.sec.gov/api/xbrl/companyfacts/CIK0000029989.json
  • Nasdaq official daily history — Daily closes for the company; SPY (assetclass=etf) saved as raw/nasdaq_spy_raw.json over identical dates. https://api.nasdaq.com/api/quote/OMC/historical?assetclass=stocks
  • Valuation multiples and peer figures — stockanalysis.com (SECONDARY, S&P Global data), fetched Oct 28, 2026; see valuation_label.md in the data pack.

Conventions: earliest-filed value per period, as first reported; cash-flow years-to-date differenced quarter by quarter; EPS never differenced; free cash flow = operating cash flow minus plant-and-equipment spending. This page is a dated snapshot — updates are new versions, never silent edits.

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