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Omnicom Group Inc.NYSE:OMC 株式レポート

時価総額 US$21.9b
株価
US$77.06
US$99.8
22.8% 割安 内在価値ディスカウント
1Y0.6%
7D0.3%
ポートフォリオ価値
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Omnicom Group Inc.

NYSE:OMC 株式レポート

時価総額:US$21.9b

Omnicom Group(OMC)株式概要

オムニコム・グループはその子会社とともに広告、マーケティング、コーポレート・コミュニケーション・サービスを提供している。 詳細

OMC ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長4/6
過去の実績0/6
財務の健全性4/6
配当金4/6

OMC Community Fair Values

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Omnicom Group Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Omnicom Group
過去の株価
現在の株価US$76.92
52週高値US$87.17
52週安値US$66.33
ベータ0.68
1ヶ月の変化1.68%
3ヶ月変化10.09%
1年変化0.60%
3年間の変化-15.59%
5年間の変化-7.80%
IPOからの変化2,665.66%

最新ニュース

分析記事 May 07

There May Be Reason For Hope In Omnicom Group's (NYSE:OMC) Disappointing Earnings

Soft earnings didn't appear to concern Omnicom Group Inc.'s ( NYSE:OMC ) shareholders over the last week. Our analysis...
Seeking Alpha May 05

Omnicom Group: The Re-Rating Story Wall Street May Be Underestimating

Summary Omnicom Group appears undervalued at a 7.04x forward P/E, with Wall Street potentially underestimating its growth prospects post-acquisition. Recent acquisition synergies drove Q1 revenue up 52% and expanded margins from 12.4% to 14.8%, signaling operational improvement. OMC management projects double-digit EPS growth, and $900 million in 2026 synergies and is executing aggressive share buybacks with $3.2 billion remaining. Free cash flow surged 70% year-over-year, supporting a 14.3% dividend hike, but leverage rose to 5.6x net debt/EBITDA, warranting close monitoring. Read the full article on Seeking Alpha
ナラティブ更新 May 04

OMC: Trade Desk Fee Audit And Media Reviews Will Support Future EPS

Omnicom Group's analyst price target has moved slightly lower to $99.80 from $100.90, as analysts factor in more measured revenue growth assumptions, a higher projected profit margin, and a lower future P/E, alongside recent mixed target changes from banks such as Barclays, Citi, Morgan Stanley, and UBS. Analyst Commentary Recent price target changes on Omnicom highlight a split view on how much upside remains, with some analysts lifting targets and others trimming them after reassessing growth expectations, margins, and appropriate P/E levels.

Recent updates

分析記事 May 07

There May Be Reason For Hope In Omnicom Group's (NYSE:OMC) Disappointing Earnings

Soft earnings didn't appear to concern Omnicom Group Inc.'s ( NYSE:OMC ) shareholders over the last week. Our analysis...
Seeking Alpha May 05

Omnicom Group: The Re-Rating Story Wall Street May Be Underestimating

Summary Omnicom Group appears undervalued at a 7.04x forward P/E, with Wall Street potentially underestimating its growth prospects post-acquisition. Recent acquisition synergies drove Q1 revenue up 52% and expanded margins from 12.4% to 14.8%, signaling operational improvement. OMC management projects double-digit EPS growth, and $900 million in 2026 synergies and is executing aggressive share buybacks with $3.2 billion remaining. Free cash flow surged 70% year-over-year, supporting a 14.3% dividend hike, but leverage rose to 5.6x net debt/EBITDA, warranting close monitoring. Read the full article on Seeking Alpha
ナラティブ更新 May 04

OMC: Trade Desk Fee Audit And Media Reviews Will Support Future EPS

Omnicom Group's analyst price target has moved slightly lower to $99.80 from $100.90, as analysts factor in more measured revenue growth assumptions, a higher projected profit margin, and a lower future P/E, alongside recent mixed target changes from banks such as Barclays, Citi, Morgan Stanley, and UBS. Analyst Commentary Recent price target changes on Omnicom highlight a split view on how much upside remains, with some analysts lifting targets and others trimming them after reassessing growth expectations, margins, and appropriate P/E levels.
分析記事 May 02

Omnicom Group Inc. Just Recorded A 5.6% Revenue Beat: Here's What Analysts Think

Last week saw the newest first-quarter earnings release from Omnicom Group Inc. ( NYSE:OMC ), an important milestone in...
ナラティブ更新 Apr 20

OMC: Programmatic Fee Audit And Media Reviews Will Support Future EPS Upside

Analysts have modestly lifted their average price target on Omnicom Group by a few dollars, citing recent audit findings on programmatic buying and a series of price target increases from firms that view the company’s latest results and media review activity as supportive of its current positioning. Analyst Commentary Recent research on Omnicom Group highlights a mix of optimism around its media audit outcomes and higher valuation targets, alongside a more cautious camp that is focused on execution risk and potential limits to upside.
ナラティブ更新 Apr 06

OMC: Trade Desk Fee Audit Will Support Future EPS Upside

Analysts have lifted their Omnicom Group fair value estimate from $99.70 to $100.90, reflecting updated views on sector reviews tied to Trade Desk exposure and a slightly higher assumed future P/E multiple supported by recent Street price target revisions. Analyst Commentary Bullish and bearish analysts are looking at Omnicom through different lenses, but the recent moves in price targets and the focus on Trade Desk exposure are giving investors a clearer read on valuation, execution, and growth expectations.
ナラティブ更新 Mar 23

OMC: AI Partnerships And Execution Will Support Upside Following Recent Earnings Reassessment

Analysts have lifted their average price targets on Omnicom Group by single digit dollar amounts, reflected in recent moves such as raises to $90, $115 and higher, citing Q4 results they view as inline and a reassessment of the company’s risk profile and earnings power. Analyst Commentary Recent research on Omnicom Group shows a mix of views, with several bullish analysts lifting their price targets following the latest quarterly update and reassessment of the company’s earnings profile.
ナラティブ更新 Mar 08

OMC: AI Partnerships And Execution Will Support Upside Within Revised Risk Framework

Our Omnicom Group narrative fair value estimate has been revised from $120 to $117, reflecting analysts' updated price targets in the $82 to $115 range and their mixed but generally steady read on recent Q4 results and outlook assumptions. Analyst Commentary Recent Street research on Omnicom reflects a mixed but generally constructive tone, with bullish analysts lifting price targets into a wide range that aligns with solid execution and a steady read on Q4 results.
ナラティブ更新 Feb 22

OMC: AI Search Collaboration And Platform Upgrades Will Support Future EPS Upside

Omnicom Group's updated fair value estimate has inched down from $101.10 to $99.70 as analysts balance a higher assumed P/E of about 13.8x against more conservative revenue growth and discount rate inputs, while recent price target moves ranging from $82 to $115 highlight differing views on the stock's risk reward trade off. Analyst Commentary Recent research on Omnicom Group reflects a split view on upside potential versus execution risk, with updated price targets clustering between US$82 and US$115.
ナラティブ更新 Feb 07

OMC: Higher Confidence In AI Partnerships And Execution Supports Upside Potential

Analysts lifted their price target on Omnicom Group to $120 from $115, pointing to updated assumptions around revenue growth, profit margins, and a lower discount rate, which they say support a higher fair value and a reduced future P/E multiple. Analyst Commentary Bullish analysts point to the revised US$120 price target as a sign that updated modeling around revenue, margins, and discount rates leaves more room in the current valuation than previously assumed.
ナラティブ更新 Jan 24

OMC: AI Partnerships And Omni Platform Advancements Will Drive Future EPS Upside

Analysts have nudged their fair value estimate for Omnicom Group slightly lower to about $101.10, reflecting updated views on discount rates, margin expectations, and future P/E assumptions after recent price target revisions, such as JPMorgan's $14 increase. Analyst Commentary Recent commentary around Omnicom Group has focused on how updated assumptions on discount rates, margins, and future P/E multiples feed into fair value work, with JPMorgan’s US$14 price target increase serving as a reference point for more constructive views.
ナラティブ更新 Jan 10

OMC: Future Earnings From Integration And AI Partnerships Will Face Execution Tests

Analysts have trimmed their Omnicom fair value estimate from US$78 to US$77, while still lifting price targets. They cited updated assumptions on synergy driven earnings potential for the planned Omnicom and Interpublic Group combination, along with a shift to a lower P/E multiple and discount rate, higher modeled revenue growth, and a reduced profit margin profile.
ナラティブ更新 Dec 15

OMC: Merger Synergies Will Drive Future EPS Accretion And Upside Potential

Analysts have lifted their Omnicom Group price target by $1 to roughly $102 as they factor in lower perceived risk, stronger top line growth supported by the Interpublic merger, and achievable pro forma earnings synergies, despite a slightly slimmer profit margin and lower future P/E assumption. Analyst Commentary Recent research updates indicate that sentiment around Omnicom is becoming more constructive, with upside tied to successful execution on the Interpublic merger and realization of synergy targets, though some observers remain cautious on the durability of earnings growth and integration risk.
ナラティブ更新 Dec 01

OMC: Merger Synergies Will Drive Achievable $10 EPS And Future Upside

Analysts have increased their price target for Omnicom Group from $80 to $90, citing improved earnings potential following expected synergies from its merger with Interpublic Group. Analyst Commentary Following the announcement of the merger between Omnicom and Interpublic Group, analysts have provided a range of perspectives regarding the company's near- and long-term outlook.
分析記事 Nov 30

Omnicom Group's (NYSE:OMC) Shareholders Will Receive A Bigger Dividend Than Last Year

Omnicom Group Inc.'s ( NYSE:OMC ) periodic dividend will be increasing on the 9th of January to $0.80, with investors...
ナラティブ更新 Nov 17

OMC: Profit Margins Will Improve as Merger Synergies Drive Future Upside

Omnicom Group’s analyst price target has been slightly lowered from $100.89 to $100.56 as analysts cite modestly softer revenue growth assumptions. However, there is an improved profit margin outlook and continued potential from the Interpublic merger.
ナラティブ更新 Nov 03

OMC: Merger Synergies Are Expected To Drive Share Price Higher

Omnicom Group’s analyst price target rose by over $10, reflecting updated expectations for stronger revenue growth and anticipated synergies from the upcoming Interpublic Group merger, according to analysts. Analyst Commentary Recent updates from Street research reveal a mix of optimism and caution among analysts as Omnicom Group approaches its merger with Interpublic Group.
ナラティブ更新 Oct 20

Integration And Advanced AI Will Shape Global Marketing Services

Omnicom Group's analyst price target has been raised from $78 to $91, as analysts cite compelling upside potential and resilient media advertising fundamentals in anticipation of the Interpublic merger. Analyst Commentary As Omnicom moves closer to finalizing its merger with Interpublic Group, analysts have weighed both the positive drivers and the lingering risks that could impact the company's valuation and growth trajectory.
ナラティブ更新 Oct 05

Integration And Advanced AI Will Shape Global Marketing Services

Omnicom Group's analyst price target has increased modestly, rising from approximately $97.44 to $99.67. Analysts cite compelling upside ahead of the Interpublic deal despite ongoing industry concerns and evolving market dynamics.
ナラティブ更新 Sep 20

Integration And Advanced AI Will Shape Global Marketing Services

Omnicom Group’s analyst price target has seen a modest upward revision to $97.44, though sentiment remains cautious due to macroeconomic uncertainty, prolonged weak organic growth, and anticipated industry disruption from AI, highlighting a challenging near-term outlook. Analyst Commentary Bearish analysts are lowering price targets due to increasing macroeconomic uncertainty impacting ad agency outlooks, as highlighted by reduced guidance from sector peers.
分析記事 May 20

Omnicom Group (NYSE:OMC) Is Paying Out A Dividend Of $0.70

The board of Omnicom Group Inc. ( NYSE:OMC ) has announced that it will pay a dividend of $0.70 per share on the 9th of...
Seeking Alpha Mar 03

Omnicom: Lock In This Bargain Before The Market Does

Summary Omnicom Group Inc.'s acquisition of Interpublic Group enhances its data and tech capabilities, promising substantial cost synergies and cross-sell opportunities. Omnicom demonstrated solid financials, with 5.2% organic revenue growth, strong profitability, and significant new business wins, including Amazon and Unilever. The stock is undervalued with a P/E far below its historical norm, offering a compelling opportunity for value and income investors. Read the full article on Seeking Alpha
Seeking Alpha Dec 09

Omnicom Is Buying Interpublic - And The Ramifications (Rating Downgrade)

Summary Omnicom Group's acquisition of Interpublic creates a larger ad agency with significant synergies, expected to enhance competitiveness and efficiency in the advertising sector. As an IPG shareholder, I sold my shares for a 24.9% total return, considering OMC's current valuation unattractive for reinvestment. The merger is expected to be earnings-accretive immediately, with cost synergies of $750M and a combined annual FCF of nearly $3B before synergies. Despite the merger's potential, I rate IPG a "HOLD" with a PT of $35, discontinuing coverage due to the acquisition and current market conditions. Read the full article on Seeking Alpha
Seeking Alpha Oct 02

Omnicom Earnings Preview: Strong Foundations, Slowing Momentum

Summary Omnicom Group Inc. is a global marketing giant with strong stock performance but faces rising debt, slow dividend growth, and market challenges. Despite a solid 17.04% compound growth and a 4.49% dividend yield, Omnicom's dividend growth lags the S&P 500. Investments in AI and strategic acquisitions like Flywheel boost capabilities but increase debt and interest costs, impacting short-term profitability. Omnicom is stable and fairly valued, but current headwinds and slow growth suggest holding off on buying for now. Read the full article on Seeking Alpha
Seeking Alpha Jul 22

Omnicom Group: Multiple Growth Catalysts Ahead

Summary OMC growth is inflecting back to mid-single digits with positive margin trends. Catalysts like the US election, the Olympics, and CTV advertising can drive near-term growth. Gen-AI tools for personalized advertising at scale can enhance OMC's competitive position and attract more clients. Read the full article on Seeking Alpha
Seeking Alpha Jul 01

Riding The GenAI Wave: Omnicom's Double-Edged Sword

Summary Omnicom faces disruption risks from generative AI, which is seen as both an opportunity and a threat to the advertising industry, with potential to automate tasks and transform business processes. Omnicom's acquisition of Flywheel, a startup focused on e-commerce and digital media marketing, aims to enhance growth and competitiveness, despite the high purchase price. Despite recent financial stability and modest growth, concerns remain about long-term risks and uncertainties, particularly from generative AI advancements that could allow clients to bypass traditional marketing and advertising services. Read the full article on Seeking Alpha

株主還元

OMCUS MediaUS 市場
7D0.3%-1.1%2.1%
1Y0.6%-13.9%30.6%

業界別リターン: OMC過去 1 年間で-13.9 % の収益を上げたUS Media業界を上回りました。

リターン対市場: OMCは、過去 1 年間で30.6 % のリターンを上げたUS市場を下回りました。

価格変動

Is OMC's price volatile compared to industry and market?
OMC volatility
OMC Average Weekly Movement5.8%
Media Industry Average Movement9.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

安定した株価: OMC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: OMCの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
1944120,000John Wrenwww.omc.com

オムニコム・グループはその子会社とともに、広告、マーケティング、コーポレート・コミュニケーション・サービスを提供している。メディア・広告、精密マーケティング、広報、ヘルスケア、ブランディング、リテール・コマース、エクスペリエンシャル、エグゼキューション、サポートの分野で幅広いサービスを提供している。同社のサービスには、広告、ブランディング、コンテンツ・マーケティング、危機管理コミュニケーション、顧客データ分析とデータ主導の意思決定、顧客関係管理、意思決定科学、デジタル・エクスペリエンス・デザイン、デジタル・トランスフォーメーション、eコマース最適化、エンターテインメント・マーケティング、エクスペリエンス・マーケティング、フィールド・マーケティング、ヘルスケア・マーケティング&コミュニケーション、インストア・デザイン、投資家向け広報活動、マーケティング・リサーチが含まれる。また、メディア・プランニングとバイイング、マーチャンダイジングとPOS、モバイル・マーケティング、多文化マーケティング、組織コミュニケーション、パッケージ・デザイン、パフォーマンス・マーケティング、プロダクト・プレースメント、プロモーション・マーケティング、パブリック・アフェアーズ、パブリック・リレーションズ、リテール・メディアとeコマース、ショッパー・マーケティング、ストラクチャード・イノベーション、スタジオ・プロダクション、ソーシャルメディアとインフルエンサー・マーケティング、スポーツとイベント・マーケティングなどのサービスも提供している。北米、中南米、ヨーロッパ、中東、アフリカ(EMEA)、アジア太平洋地域で事業を展開している。同社は1944年に設立され、ニューヨーク州ニューヨークに本社を置いている。

Omnicom Group Inc. 基礎のまとめ

Omnicom Group の収益と売上を時価総額と比較するとどうか。
OMC 基礎統計学
時価総額US$21.92b
収益(TTM)US$63.00m
売上高(TTM)US$19.82b
348.0x
PER(株価収益率
1.1x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
OMC 損益計算書(TTM)
収益US$19.82b
売上原価US$16.17b
売上総利益US$3.65b
その他の費用US$3.59b
収益US$63.00m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)0.22
グロス・マージン18.43%
純利益率0.32%
有利子負債/自己資本比率96.4%

OMC の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

4.2%
現在の配当利回り
1,096%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 07:36
終値2026/05/07 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Omnicom Group Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。36

アナリスト機関
Deborah CiervoArgus Research Company
Anthony DiClementeBarclays
JULIEN ROCHBarclays