Omnicom Group Inc (OMC)vsTrade Desk Inc (TTD)
OMC
Omnicom Group Inc
$86.84
-2.30%
COMMUNICATION SERVICES · Cap: $25.32B
TTD
Trade Desk Inc
$15.47
-3.19%
COMMUNICATION SERVICES · Cap: $7.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Omnicom Group Inc generates 729% more annual revenue ($24.76B vs $2.99B). TTD leads profitability with a 11.0% profit margin vs 2.9%. TTD appears more attractively valued with a PEG of 0.93. OMC earns a higher WallStSmart Score of 71/100 (B).
OMC
Strong Buy71
out of 100
Grade: B
TTD
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.6%
Fair Value
$90.69
Current Price
$86.84
$3.85 discount
Intrinsic value data unavailable for TTD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 59.1% year-over-year
Reasonable price relative to book value
Earnings expanding 36.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
ROE of 7.1% — below average capital efficiency
2.9% margin — thin
Elevated debt levels
Weak financial health signals
Revenue declined 0.5%
Earnings declined 65.2%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : OMC
The strongest argument for OMC centers on Revenue Growth, Price/Book, EPS Growth. Revenue growth of 59.1% demonstrates continued momentum. PEG of 1.22 suggests the stock is reasonably priced for its growth.
Bull Case : TTD
The strongest argument for TTD centers on Debt/Equity, PEG Ratio, P/E Ratio. PEG of 0.93 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 89.7x leaves little room for execution misses. Thin 2.9% margins leave little buffer for downturns.
Bear Case : TTD
The primary concerns for TTD are Revenue Growth, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
OMC profiles as a hypergrowth stock while TTD is a declining 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 59.1% — sustainability is the question.
OMC generates stronger free cash flow (913M), providing more financial flexibility.
Bottom Line
OMC scores higher overall (71/100 vs 53/100) and 59.1% 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.
Visit Website →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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