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OMCNYSE67

OMNICOM GROUP INC.

Advertising & MarketingVerified
Score breakdown
Profitability+9Sentiment+30Risk penalty-11Missing signals-3
Quality breakdown
Key fields100Profile75Conclusion96AI synthesis40Observations47

Omnicom Group Inc. has a liquidity risk as its current liabilities exceed current assets, and its net cash is negative after subtracting total debt. The company's liquidity position is further highlighted by a current ratio of 0.91, indicating a potential challenge in meeting short-term obligations [doc:Valuation_Snapshot]. The company's debt-to-equity ratio is 0.01, suggesting a relatively low leverage position compared to industry norms [doc:Valuation_Snapshot]. In terms of profitability, Omnicom's return on equity is 4.29%, and its return on assets is 0.81%. These figures are below the industry median for return on equity and return on assets, indicating that the company is underperforming in terms of generating returns for shareholders and utilizing its assets efficiently [doc:Valuation_Snapshot]. Omnicom's revenue is primarily derived from its global networks and specialized agencies, with a focus on media, content, commerce, generative AI, and branding communications. The company's revenue concentration is not disclosed in the provided data, but the source documents mention the importance of client demand and macroeconomic conditions in its operations [doc:Company_Description]. The company's growth trajectory is influenced by macroeconomic conditions and client revenue levels. The outlook for the current fiscal year indicates a potential slowdown in client spending, which could affect revenue growth. The company's capital expenditures are relatively low at $61.2 million, suggesting a conservative approach to investment [doc:Financial_Snapshot]. Omnicom faces several risk factors, including liquidity risk, dilution risk, and exposure to macroeconomic and geopolitical conditions. The company's dilution risk is medium, with key flags indicating potential dilution or offering risk. The company's management has indicated that it may take actions to align its cost structure with changes in client demand and manage working capital [doc:Risk_Assessment]. Recent events and filings highlight the company's exposure to a range of risks, including adverse economic conditions, geopolitical events, and changes in client marketing and communications services requirements. The company's forward-looking statements and risk factors are detailed in its filings, indicating a cautious outlook on future performance [doc:Filing_Observations].

Profile
CompanyOMNICOM GROUP INC.
ExchangeNYSE
TickerOMC
CIK0000029989
SICServices-Advertising Agencies
SectorConsumer Cyclicals
BusinessCyclical Consumer Services
Industry groupCyclical Consumer Services
IndustryAdvertising & Marketing
AI analysis

Business. Omnicom Group Inc. provides marketing, sales, communications, and commerce services to global companies through its global networks, connected capabilities, and specialized agencies, focusing on media, content, commerce, generative AI, and branding communications [doc:Company_Description].

Classification. Omnicom Group Inc. is classified under the Advertising & Marketing industry within the Cyclical Consumer Services business sector, with a classification confidence of 0.92 [doc:Classification].

Omnicom Group Inc. has a liquidity risk as its current liabilities exceed current assets, and its net cash is negative after subtracting total debt. The company's liquidity position is further highlighted by a current ratio of 0.91, indicating a potential challenge in meeting short-term obligations [doc:Valuation_Snapshot]. The company's debt-to-equity ratio is 0.01, suggesting a relatively low leverage position compared to industry norms [doc:Valuation_Snapshot]. In terms of profitability, Omnicom's return on equity is 4.29%, and its return on assets is 0.81%. These figures are below the industry median for return on equity and return on assets, indicating that the company is underperforming in terms of generating returns for shareholders and utilizing its assets efficiently [doc:Valuation_Snapshot]. Omnicom's revenue is primarily derived from its global networks and specialized agencies, with a focus on media, content, commerce, generative AI, and branding communications. The company's revenue concentration is not disclosed in the provided data, but the source documents mention the importance of client demand and macroeconomic conditions in its operations [doc:Company_Description]. The company's growth trajectory is influenced by macroeconomic conditions and client revenue levels. The outlook for the current fiscal year indicates a potential slowdown in client spending, which could affect revenue growth. The company's capital expenditures are relatively low at $61.2 million, suggesting a conservative approach to investment [doc:Financial_Snapshot]. Omnicom faces several risk factors, including liquidity risk, dilution risk, and exposure to macroeconomic and geopolitical conditions. The company's dilution risk is medium, with key flags indicating potential dilution or offering risk. The company's management has indicated that it may take actions to align its cost structure with changes in client demand and manage working capital [doc:Risk_Assessment]. Recent events and filings highlight the company's exposure to a range of risks, including adverse economic conditions, geopolitical events, and changes in client marketing and communications services requirements. The company's forward-looking statements and risk factors are detailed in its filings, indicating a cautious outlook on future performance [doc:Filing_Observations].
Key takeaways
  • Omnicom Group Inc. has a liquidity risk as its current liabilities exceed current assets and its net cash is negative after subtracting total debt.
  • The company's return on equity and return on assets are below the industry median, indicating underperformance in generating returns for shareholders and utilizing assets efficiently.
  • Omnicom's growth trajectory is influenced by macroeconomic conditions and client revenue levels, with a potential slowdown in client spending affecting revenue growth.
  • The company faces medium dilution risk and is exposed to a range of risks, including adverse economic conditions, geopolitical events, and changes in client marketing and communications services requirements.
  • --
  • # RATIONALES
  • ```json
  • {
Financial snapshot
PeriodQ1 2026
CurrencyUSD
Revenue$6.24B
Gross profit
Operating income$646.2M
Net income$405.2M
R&D
SG&A
D&A
SBC$27.1M
Operating cash flow-$553.2M
CapEx$61.2M
Free cash flow-$614.4M
Total assets$49.96B
Total liabilities
Total equity$9.44B
Cash & equivalents
Long-term debt
Annual history (last 5)
PeriodRevenueOp IncomeNet IncomeFCF
FY2025$17.27B$444.7M-$54.5M$2.79B
FY2024$15.69B$2.27B$1.48B$1.59B
FY2025$15.69B$2.27B$1.48B$1.59B
FY2023$14.69B$2.10B$1.39B$1.34B
FY2024$14.69B$2.10B$1.39B$1.34B
PeriodGross %Op %Net %FCF %
FY2025
FY2024
FY2025
FY2023
FY2024
PeriodAssetsEquityCashDebt
FY2025$54.42B$12.05B
FY2024$29.62B$4.19B
FY2025$29.62B$4.19B
FY2023$28.04B$3.62B
FY2024$28.04B$3.62B
PeriodOCFCapExFCFSBC
FY2025$2.94B$149.8M$2.79B$100.8M
FY2024$1.73B$140.6M$1.59B$91.4M
FY2025$1.73B$140.6M$1.59B$91.4M
FY2023$1.42B$78.4M$1.34B$84.8M
FY2024$1.42B$78.4M$1.34B$84.8M
Quarterly history (last 4)
PeriodRevenueOp IncomeNet IncomeFCF
Q1 2026$6.24B$646.2M$405.2M-$614.4M
Q1 2026
Q3 2025$11.74B$1.42B$886.6M-$209.9M
Q2 2025$7.71B$891.8M$545.3M-$648.3M
PeriodGross %Op %Net %FCF %
Q1 2026
Q1 2026
Q3 2025
Q2 2025
PeriodAssetsEquityCashDebt
Q1 2026$49.96B$9.44B
Q1 2026$54.42B$12.05B
Q3 2025$28.84B$4.61B
Q2 2025$28.79B$4.49B
PeriodOCFCapExFCFSBC
Q1 2026-$553.2M$61.2M-$614.4M$27.1M
Q1 2026
Q3 2025-$99.2M$110.7M-$209.9M$73.1M
Q2 2025-$576.7M$71.6M-$648.3M$44.2M
Valuation
Market price
Market cap
Enterprise value
P/E
Reported non-GAAP P/E
EV/Revenue
EV/Op income
EV/OCF
P/B
P/Tangible book
Tangible book
Net cash-$67.4M
Current ratio0.9
Debt/Equity0.0
ROA0.8%
ROE4.3%
Cash conversion-1.4%
CapEx/Revenue1.0%
SBC/Revenue0.4%
Asset intensity
Dilution ratio-4.4%
Risk assessment
Dilution riskMedium
Liquidity riskHigh
  • Current liabilities exceed current assets.
  • Net cash is negative after subtracting total debt.
  • Source documents mention dilution or offering risk.
Industry benchmarks
Activity: Advertising & Marketing · cohort 1 companies
MetricOMCActivity
Op margin10.4%2.0% medp25 2.0% · p75 2.0%top quartile
Net margin6.5%-8.4% medp25 -8.4% · p75 -8.4%top quartile
Gross margin38.7% medp25 21.3% · p75 60.2%
CapEx / revenue1.0%0.8% medp25 0.8% · p75 0.8%top quartile
Debt / equity1.0%354.4% medp25 354.4% · p75 354.4%bottom quartile
Observations
IR observations
market data ESG controversies score55.3
market data ESG governance pillar65.8
market data ESG social pillar62.5
market data insider trading score6.0
Source data
Underlying data the analysis-pipeline pulls and audits. Fetch timestamps + content hashes show when each source was last refreshed.
SEC filingstype companyfacts · CIK 0000029989 · 500 us-gaap concepts
2026-05-01 08:53 UTC#de3fd55b
Source: analysis-pipeline (hybrid)Generated: 2026-05-01 08:54 UTCJob: 40256541