WallStSmart

Omnicom Group Inc (OMC)vsTrade Desk Inc (TTD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Omnicom Group Inc generates 496% more annual revenue ($17.27B vs $2.90B). TTD leads profitability with a 15.3% profit margin vs -32.0%. TTD appears more attractively valued with a PEG of 0.90. TTD earns a higher WallStSmart Score of 72/100 (B).

OMC

Hold

49

out of 100

Grade: D+

Growth: 5.3Profit: 6.0Value: 4.0Quality: 3.5
Piotroski: 1/9Altman Z: 0.76

TTD

Strong Buy

72

out of 100

Grade: B

Growth: 7.3Profit: 8.0Value: 7.3Quality: 5.3
Piotroski: 2/9Altman Z: 1.95
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for OMC.

TTDSignificantly Overvalued (-60.9%)

Margin of Safety

-60.9%

Fair Value

$16.92

Current Price

$24.11

$7.19 premium

UndervaluedFair: $16.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OMC4 strengths · Avg: 8.5/10
Return on EquityProfitability
48.0%10/10

Every $100 of equity generates 48 in profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
27.9%8/10

Revenue surging 27.9% year-over-year

Free Cash FlowQuality
$3.00B8/10

Generating 3.0B in free cash flow

TTD2 strengths · Avg: 9.0/10
Operating MarginProfitability
30.3%10/10

Strong operational efficiency at 30.3%

PEG RatioValuation
0.908/10

Growing faster than its price suggests

Areas to Watch

OMC4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
15.972/10

Expensive relative to growth rate

EPS GrowthGrowth
-10.3%2/10

Earnings declined 10.3%

Altman Z-ScoreHealth
0.762/10

Distress zone — elevated risk

TTD3 concerns · Avg: 3.7/10
P/E RatioValuation
26.8x4/10

Moderate valuation

Altman Z-ScoreHealth
1.954/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : OMC

The strongest argument for OMC centers on Return on Equity, Price/Book, Revenue Growth. Revenue growth of 27.9% demonstrates continued momentum.

Bull Case : TTD

The strongest argument for TTD centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 15.3% and operating margin at 30.3%. Revenue growth of 14.3% demonstrates continued momentum.

Bear Case : OMC

The primary concerns for OMC are Piotroski F-Score, PEG Ratio, EPS Growth.

Bear Case : TTD

The primary concerns for TTD are P/E Ratio, Altman Z-Score, Piotroski F-Score.

Key Dynamics to Monitor

OMC profiles as a growth stock while TTD is a mature play — different risk/reward profiles.

TTD carries more volatility with a beta of 1.19 — 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

TTD scores higher overall (72/100 vs 49/100), backed by strong 15.3% margins and 14.3% revenue growth. Both earn "Strong 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.

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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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