Air Products and Chemicals Inc (APD)vsOmnicom Group Inc (OMC)
APD
Air Products and Chemicals Inc
$295.41
+0.14%
BASIC MATERIALS · Cap: $65.78B
OMC
Omnicom Group Inc
$77.06
+0.18%
COMMUNICATION SERVICES · Cap: $21.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Omnicom Group Inc generates 59% more annual revenue ($19.82B vs $12.46B). APD leads profitability with a 16.9% profit margin vs 0.3%. APD appears more attractively valued with a PEG of 2.46. APD earns a higher WallStSmart Score of 57/100 (C).
APD
Buy57
out of 100
Grade: C
OMC
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-77.3%
Fair Value
$166.40
Current Price
$295.41
$129.01 premium
Margin of Safety
+23.7%
Fair Value
$90.88
Current Price
$77.06
$13.82 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 23.6%
Revenue surging 69.2% year-over-year
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
ROE of 2.0% — below average capital efficiency
0.3% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : APD
The strongest argument for APD centers on Market Cap, Operating Margin. Profitability is solid with margins at 16.9% and operating margin at 23.6%.
Bull Case : OMC
The strongest argument for OMC centers on Revenue Growth, Price/Book. Revenue growth of 69.2% demonstrates continued momentum.
Bear Case : APD
The primary concerns for APD are PEG Ratio, P/E Ratio, Debt/Equity.
Bear Case : OMC
The primary concerns for OMC are Return on Equity, Profit Margin, Piotroski F-Score. Thin 0.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
APD profiles as a mature stock while OMC is a hypergrowth play — different risk/reward profiles.
APD carries more volatility with a beta of 0.78 — expect wider price swings.
OMC is growing revenue faster at 69.2% — sustainability is the question.
APD generates stronger free cash flow (-148M), providing more financial flexibility.
Bottom Line
APD scores higher overall (57/100 vs 51/100), backed by strong 16.9% margins. OMC offers better value entry with a 23.7% margin of safety. Both earn "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.
Air Products and Chemicals Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Air Products and Chemicals, Inc. is an American international corporation whose principal business is selling gases and chemicals for industrial uses. Air Products' headquarters is in Allentown, Pennsylvania.
Visit Website →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 →Compare with Other SPECIALTY CHEMICALS Stocks
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