WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Omnicom Group Inc generates 653% more annual revenue ($22.37B vs $2.97B). TTD leads profitability with a 14.6% profit margin vs 1.7%. TTD appears more attractively valued with a PEG of 0.87. OMC earns a higher WallStSmart Score of 67/100 (B-).

OMC

Strong Buy

67

out of 100

Grade: B-

Growth: 8.7Profit: 5.5Value: 4.0Quality: 2.5
Piotroski: 1/9Altman Z: 0.77

TTD

Buy

56

out of 100

Grade: C

Growth: 6.0Profit: 6.5Value: 6.3Quality: 6.5
Piotroski: 4/9Altman Z: 1.48
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OMCUndervalued (+16.0%)

Margin of Safety

+16.0%

Fair Value

$82.55

Current Price

$79.27

$3.28 discount

UndervaluedFair: $82.55Overvalued

Intrinsic value data unavailable for TTD.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OMC3 strengths · Avg: 9.3/10
Revenue GrowthGrowth
63.4%10/10

Revenue surging 63.4% year-over-year

EPS GrowthGrowth
58.8%10/10

Earnings expanding 58.8% YoY

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

TTD2 strengths · Avg: 8.5/10
Debt/EquityHealth
0.179/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.878/10

Growing faster than its price suggests

Areas to Watch

OMC4 concerns · Avg: 3.0/10
Return on EquityProfitability
0.7%3/10

ROE of 0.7% — below average capital efficiency

Profit MarginProfitability
1.7%3/10

1.7% margin — thin

Debt/EquityHealth
1.223/10

Elevated debt levels

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

TTD2 concerns · Avg: 2.0/10
EPS GrowthGrowth
-20.0%2/10

Earnings declined 20.0%

Altman Z-ScoreHealth
1.482/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : OMC

The strongest argument for OMC centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 63.4% demonstrates continued momentum.

Bull Case : TTD

The strongest argument for TTD centers on Debt/Equity, PEG Ratio. Revenue growth of 11.8% demonstrates continued momentum. PEG of 0.87 suggests the stock is reasonably priced for its growth.

Bear Case : OMC

The primary concerns for OMC are Return on Equity, Profit Margin, Debt/Equity. A P/E of 212.7x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.

Bear Case : TTD

The primary concerns for TTD are EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

OMC profiles as a hypergrowth stock while TTD is a value play — different risk/reward profiles.

TTD carries more volatility with a beta of 1.04 — expect wider price swings.

OMC is growing revenue faster at 63.4% — sustainability is the question.

TTD generates stronger free cash flow (279M), providing more financial flexibility.

Bottom Line

OMC scores higher overall (67/100 vs 56/100) and 63.4% revenue growth. Both earn "Strong 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.

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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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