Omnicom Group Inc. (OMC) AI Stock Analysis

NYSE: OMCAI research summary: business, growth, valuation, analysts, bull and bear case.

OMC AI stock analysis summary

AI Research

Omnicom Group Inc. is a global advertising, marketing, and corporate communications company with a market cap of $22.10B. Over the trailing twelve months, Omnicom generated $22.37B in revenue, though net profit margin was 1.7%. For the quarter ended June 30, 2026, the company posted year-over-year revenue growth of 63.4% and earnings growth of 58.8%.

Market cap
$22.10B
Revenue (TTM)
$22.37B
P/E
212.0x
fwd 7.4x
1Y return
8.7%
S&P 500 16.8%
Avg. target
$102.00
26.6% vs last close

Bull case

  • Omnicom generated $2.79B in free cash flow in FY2025, marking an increase from $1.59B in FY2024.
  • For the quarter ended June 30, 2026, revenue surged 63.4% year-over-year while earnings expanded 58.8%.
  • The forward price-to-earnings multiple of 7.4x trades below the median of its S&P 500 Communication Services peers of 15.4x.

Bear case

  • Omnicom recorded a net loss of -$54.5M in FY2025, falling from net income of $1.48B in FY2024.
  • The stock has gained 25.8% over the past five years, significantly lagging the S&P 500 return of 83.0%.
  • Analysts project next fiscal year revenue to contract by 3.5% to $24.98B.

What Omnicom does

Omnicom Group Inc. provides advertising, marketing, and corporate communications services worldwide across diverse industries. The company delivers advertising and media, precision marketing, brand consulting, experiential marketing, public relations, and healthcare communications. Its offerings encompass branding initiatives, content marketing, crisis communications, digital and direct marketing, data analytics, social media strategies, and mobile marketing. Omnicom also provides specialized solutions in retail marketing as well as sports and event marketing. Headquartered in New York City with 120,000 employees, the company operates across North America, Latin America, Europe, the Middle East and Africa, and Asia Pacific.

Growth and profitability

Omnicom grew annual revenue from $14.29B in FY2021 to $17.27B in FY2025, achieving a 5-year compound annual growth rate of 5.6%. Operating margin remained steady at 15.0% in FY2021, 15.4% in FY2022, 14.3% in FY2023, 15.0% in FY2024, and 15.0% in FY2025. Net income stood at $1.40B in FY2021 and peaked at $1.48B in FY2024 before dropping to -$54.5M in FY2025, which lowered the net margin to -0.3%. Over the trailing twelve months, revenue reached $22.37B with an operating margin of 15.4% and diluted EPS of $0.38. In the latest quarter ended June 30, 2026, quarterly revenue grew 63.4% year-over-year while quarterly earnings expanded 58.8%.

OMC income statement →

Balance sheet and cash flow

As of June 30, 2026, Omnicom held $3.34B in cash and short-term investments against total debt of $11.41B, resulting in net debt of $8.07B. Total assets stood at $49.90B and shareholders' equity was $9.95B, resulting in a debt-to-equity ratio of 1.15 and a current ratio of 0.92. In FY2025, the company generated $2.94B in operating cash flow and $2.79B in free cash flow. Omnicom allocated $149.8M to capital expenditures, $707.9M to share buybacks, and $549.6M to dividends during FY2025.

OMC balance sheet →

Valuation and performance

Omnicom trades at a trailing price-to-earnings ratio of 212.0x, above the median of its S&P 500 Communication Services peers of 17.1x, but its forward price-to-earnings ratio of 7.4x is below the peer median of 15.4x. Its price-to-sales ratio is 1.0x versus the peer median of 1.9x, and its enterprise value to EBITDA is 16.6x compared to the peer median of 10.9x. At the close of $80.56 on October 16, 2026, the stock returned 8.7% over the past year and 25.8% over five years, trailing the S&P 500 returns of 16.8% and 83.0% over the same periods.

OMC key metrics →

OMC dividend

Omnicom pays a forward annual dividend of $3.20 per share, representing a dividend yield of 3.97% with a payout ratio of 34.1%. The company distributes dividends quarterly and has paid dividends for 43 consecutive years. Over the past five years, the dividend grew at an annualized rate of 2.2%. The last ex-dividend date was September 18, 2026.

OMC dividend history →

What analysts expect

Wall Street analysts maintain 5 Strong Buy, 3 Buy, 4 Hold, and 1 Sell ratings on Omnicom. The mean price target of $102.00 implies an upside of 26.6% compared to the last close of $80.56. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $25.88B and EPS of $10.54, up 21.9%. Omnicom beat earnings estimates in 3 of the last 4 quarters, and its next earnings date is October 20, 2026.

OMC forecast and price target →

Key risks and what to watch

  • Total debt of $11.41B exceeds cash and short-term investments of $3.34B, leaving net debt at $8.07B as of June 30, 2026.
  • A current ratio of 0.92 indicates that short-term liabilities exceed short-term assets.
  • Short interest accounts for 8.8% of float, reflecting negative sentiment among some investors.
  • Trailing twelve months profit margin of 1.7% is below the peer median operating margin of 24.8%.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this OMC AI stock analysis

This page is an AI-written research summary of Omnicom Group Inc. (OMC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: OMC income statement, OMC balance sheet, OMC key metrics, OMC analyst forecast, OMC chart. See the OMC stock overview for the latest quote and news.

OMC AI stock analysis FAQ

What is Omnicom's current dividend yield?

Omnicom offers a forward dividend yield of 3.97%, based on an annual dividend payout of $3.20 per share. The company has paid consecutive dividends for 43 years.

When is Omnicom's next earnings report?

Omnicom is scheduled to report its next financial results on October 20, 2026. The company topped EPS estimates in 3 of the past 4 quarters.

What is the consensus analyst price target for OMC?

The mean analyst price target is $102.00, representing 26.6% upside from the stock's closing price of $80.56 on October 16, 2026.

How much debt does Omnicom carry?

As of June 30, 2026, Omnicom carried $11.41B in total debt and $3.34B in cash and short-term investments, resulting in net debt of $8.07B.

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