Omnicom Group Inc (OMC)vsPACCAR Inc (PCAR)
OMC
Omnicom Group Inc
$77.06
+0.18%
COMMUNICATION SERVICES · Cap: $21.92B
PCAR
PACCAR Inc
$114.31
+0.23%
INDUSTRIALS · Cap: $60.02B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 40% more annual revenue ($27.78B vs $19.82B). PCAR leads profitability with a 8.9% profit margin vs 0.3%. PCAR appears more attractively valued with a PEG of 1.19. PCAR earns a higher WallStSmart Score of 54/100 (C-).
OMC
Buy51
out of 100
Grade: C-
PCAR
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.7%
Fair Value
$90.88
Current Price
$77.06
$13.82 discount
Margin of Safety
-24.5%
Fair Value
$103.99
Current Price
$114.31
$10.32 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 69.2% year-over-year
Reasonable price relative to book value
Large-cap with strong market position
Areas to Watch
ROE of 2.0% — below average capital efficiency
0.3% margin — thin
Weak financial health signals
Expensive relative to growth rate
Weak financial health signals
Revenue declined 8.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : OMC
The strongest argument for OMC centers on Revenue Growth, Price/Book. Revenue growth of 69.2% demonstrates continued momentum.
Bull Case : PCAR
The strongest argument for PCAR centers on Market Cap. PEG of 1.19 suggests the stock is reasonably priced for its growth.
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.
Bear Case : PCAR
The primary concerns for PCAR are Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
OMC profiles as a hypergrowth stock while PCAR is a value play — different risk/reward profiles.
PCAR carries more volatility with a beta of 1.03 — expect wider price swings.
OMC is growing revenue faster at 69.2% — sustainability is the question.
PCAR generates stronger free cash flow (825M), providing more financial flexibility.
Bottom Line
PCAR scores higher overall (54/100 vs 51/100). 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.
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 →PACCAR Inc
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.
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