Omnicom Group Inc (OMC)vsUbiquiti Networks Inc (UI)
OMC
Omnicom Group Inc
$77.06
+0.18%
COMMUNICATION SERVICES · Cap: $21.92B
UI
Ubiquiti Networks Inc
$842.10
-9.13%
TECHNOLOGY · Cap: $56.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Omnicom Group Inc generates 567% more annual revenue ($19.82B vs $2.97B). UI leads profitability with a 29.9% profit margin vs 0.3%. UI appears more attractively valued with a PEG of 1.10. UI earns a higher WallStSmart Score of 71/100 (B).
OMC
Buy51
out of 100
Grade: C-
UI
Strong Buy71
out of 100
Grade: B
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
-84.1%
Fair Value
$387.42
Current Price
$842.10
$454.68 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 69.2% year-over-year
Reasonable price relative to book value
Every $100 of equity generates 136 in profit
Strong operational efficiency at 35.9%
Revenue surging 35.8% year-over-year
Earnings expanding 70.8% YoY
Safe zone — low bankruptcy risk
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
Premium valuation, high expectations priced in
Trading at 50.2x book value
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 : UI
The strongest argument for UI centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 29.9% and operating margin at 35.9%. Revenue growth of 35.8% demonstrates continued momentum.
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 : UI
The primary concerns for UI are P/E Ratio, Price/Book. A P/E of 63.3x leaves little room for execution misses.
Key Dynamics to Monitor
OMC profiles as a hypergrowth stock while UI is a growth play — different risk/reward profiles.
UI carries more volatility with a beta of 1.47 — expect wider price swings.
OMC is growing revenue faster at 69.2% — sustainability is the question.
UI generates stronger free cash flow (162M), providing more financial flexibility.
Bottom Line
UI scores higher overall (71/100 vs 51/100), backed by strong 29.9% margins and 35.8% revenue growth. OMC offers better value entry with a 23.7% margin of safety. 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 →Ubiquiti Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ubiquiti Inc. develops network technology for service providers, businesses and consumers. The company is headquartered in New York, New York.
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