| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 73 | 41.4x | 17.8x | Top tier | |
Growth | 81 | 40.6% | 7.1% | Top tier | |
Quality | 49 | 4.4% | 4.5% | Around median | |
Safety | 41 | 6.2x | 2.6x | Around median | |
Capital Return | 34 | 3.67% | 2.12% | Bottom tier | |
Momentum | 57 | 9.7% | 2.9% | Around median | |
Sentiment | 46 | 6 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Omnicom Group Inc. operates in integrated marketing and sales, combining creative, advertising, media, commerce, consulting, data, technology, public relations, and experiential marketing services. In Q2 FY2026, 53% of core operations revenue came from integrated media, less than 16% from advertising, 11% from public relations, 11% from experiential and other services, and 9% from healthcare; making integrated media the largest driver of the company's growth and profitability. The Omni platform, alongside identity data from Acxiom, supports audience targeting, cross-channel activation, and results measurement, while the company expands its services for clients such as American Express, General Mills, and Uber and wins integrated media business with Adidas, IBM, and Subway.
Core operations revenue reached $6.0 billion in Q2 FY2026, with organic growth of 6.1% and total growth of 7.2%. These operations represented 91.4% of revenue and 95% of adjusted earnings before interest, taxes, and amortization, which increased 20.4% by $181.4 million, while the margin expanded to 17.8% from 15.9%. Adjusted net income reached $745.2 million, and adjusted earnings per share rose 29.3% to $2.65 from $2.05, while EDGAR data for Q1 FY2026 showed revenue of $6.2 billion, net income of $405.2 million, and earnings per share of $1.35.
Performance within the portfolio varied in Q2 FY2026; integrated media grew slightly more than 10%, experiential and other services grew more than 10%, supported by FIFA World Cup-related business, and public relations recorded mid-single-digit growth, while healthcare was flat and advertising declined by high single digits. Geographically, the United States accounted for 59% of revenue and recorded high-single-digit growth, compared with low-single-digit growth in Europe and more than 10% in Latin America, with a slight decline in Asia-Pacific and a double-digit decline in the Middle East and Africa due to the ongoing conflict during the period.
The average analyst price target is $104.67, which is above the 52-week range high of $89.57, while the wide target range extends from $83 to $146 and is accompanied by a neutral consensus. No usable price-to-earnings ratio is available in the data, while the FY2025 loss of $54.5 million and integration- and repositioning-related costs make adjusted earnings per share and the savings trajectory more meaningful than a single year's accounting earnings, with the breadth of the analyst target range remaining an indicator of valuation risk.
Figures in the text are as of 2026-08-28; the live price is shown at the top of the page.
Core operations achieved organic growth of 6.1% and revenue of $6.0 billion in Q2 FY2026. Integrated media led performance with growth of slightly more than 10%, while experiential and other services grew more than 10%, supported by FIFA World Cup-related business. Management explained that expanding services for existing clients and winning new business, including Adidas, IBM, and Subway, were among the most important sources of growth.
Management said on the July 28, 2026 call that the company had progressed beyond bringing the two entities together to building an integrated operating company across creative, media, commerce, data, and technology. Omnicom is targeting savings of $900 million in FY2026 and $1.5 billion by mid-2028, and it had implemented slightly more than half of the 2026 target. Conversely, Q2 FY2026 included $40.1 million in integration costs and $47 million in severance and repositioning costs, while net interest expense increased due to debt associated with the transaction.
Omnicom uses the Omni platform to unify data and artificial intelligence and orchestrate agents across workflows, channels, and customer experiences. Acxiom provides the core data and identity layer, including Real ID, to improve audience strategies, activation, and cross-channel measurement. Management believes this infrastructure helps clients achieve more measurable results, but it emphasized on July 28, 2026 that agentic marketing applications remain in their early stages.
Automated analysis for informational purposes only — not investment advice.
Adjusted earnings before interest, taxes, and amortization for core operations increased by 20.4%, or $181.4 million, in Q2 FY2026. The margin expanded to 17.8% from 15.9%, primarily supported by cost-reduction savings. Adjusted diluted earnings per share also rose 29.3% to $2.65, and adjusted net income reached $745.2 million.
Total long-term debt reached $10.2 billion on June 30, 2026, with net interest expense expected to increase by approximately $200 million in FY2026. Working capital recorded a negative change of $2.4 billion in the first half, versus negative $1.4 billion in the corresponding period. This is compounded by uneven weakness within the portfolio, as advertising declined by high single digits and the Middle East and Africa declined by double digits in Q2 FY2026.
Omnicom announced a $5 billion share repurchase plan in February 2026 and completed $3 billion of it during the first half of FY2026. It intends to execute approximately $500 million more during the remainder of FY2026 and complete the balance by the end of Q1 FY2027. The weighted-average diluted share count reached 281 million shares in Q2 FY2026, down 10% from 313.1 million shares on December 31, 2025, supporting earnings per share if operating earnings continue to grow.
