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Omnicom Group Inc.NYSE:OMC 주식 보고서

시가총액 US$21.4b
주가
US$74.93
US$99.8
24.9% 저평가 내재 할인율
1Y2.5%
7D2.4%
1D
포트폴리오 가치
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Omnicom Group Inc.

NYSE:OMC 주식 리포트

시가총액: US$21.4b

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Omnicom Group Inc. 경쟁사

가격 이력 및 성과

Omnicom Group 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$74.93
52주 최고가US$87.17
52주 최저가US$66.33
베타0.68
1개월 변동-1.07%
3개월 변동-9.13%
1년 변동2.46%
3년 변동-16.70%
5년 변동-8.89%
IPO 이후 변동2,594.11%

최근 뉴스 및 업데이트

분석 기사 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

Recent updates

분석 기사 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
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
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

주주 수익률

OMCUS MediaUS 시장
7D2.4%-0.8%1.1%
1Y2.5%-16.3%28.7%

수익률 대 산업: OMC은 지난 1년 동안 -16.3%의 수익을 기록한 US Media 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: OMC은 지난 1년 동안 28.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is OMC's price volatile compared to industry and market?
OMC volatility
OMC Average Weekly Movement3.4%
Media Industry Average Movement9.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

안정적인 주가: OMC는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: OMC의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
1944120,000John Wrenwww.omc.com

는 자회사와 함께 광고, 마케팅 및 기업 커뮤니케이션 서비스를 제공합니다. 미디어 및 광고, 정밀 마케팅, 홍보, 헬스케어, 브랜딩 및 리테일 커머스, 체험, 실행 및 지원 분야에서 다양한 서비스를 제공합니다. 이 회사의 서비스에는 광고, 브랜딩, 콘텐츠 마케팅, 위기 커뮤니케이션, 고객 데이터 분석 및 데이터 기반 의사 결정, 고객 관계 관리, 의사 결정 과학, 디지털 경험 디자인, 디지털 전환, 이커머스 최적화, 엔터테인먼트 마케팅, 체험 마케팅, 현장 마케팅, 헬스케어 마케팅 및 커뮤니케이션, 매장 내 디자인, 투자자 관계 및 마케팅 리서치 등이 포함됩니다.또한 미디어 기획 및 구매, 머천다이징 및 POS, 모바일 마케팅, 다문화 마케팅, 조직 커뮤니케이션, 패키지 디자인, 퍼포먼스 마케팅, 제품 배치, 프로모션 마케팅, 공공 업무, 홍보, 소매 미디어 및 이커머스, 쇼핑객 마케팅, 구조적 혁신, 스튜디오 제작, 소셜 미디어 및 인플루언서 마케팅, 스포츠 및 이벤트 마케팅 등의 서비스를 제공하고 있습니다.

Omnicom Group Inc. 기초 지표 요약

Omnicom Group의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
OMC 기초 통계
시가총액US$21.36b
순이익 (TTM)US$63.00m
매출 (TTM)US$19.82b
339.0x
주가수익비율(P/E)
1.1x
주가매출비율(P/S)

OMC는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
OMC 손익계산서 (TTM)
매출US$19.82b
매출원가US$16.17b
총이익US$3.65b
기타 비용US$3.59b
순이익US$63.00m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)0.22
총이익률18.43%
순이익률0.32%
부채/자본 비율96.4%

OMC의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

4.3%
현재 배당 수익률
1,096%
배당 성향

OMC는 안정적으로 배당을 지급합니까?

OMC 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 OMC를 매수해야 하나요?
Omnicom Group 배당 일정
배당락일Jun 10 2026
배당 지급일Jul 09 2026
배당락일까지 남은 일수15 days
배당 지급일까지 남은 일수44 days

OMC는 안정적으로 배당을 지급합니까?

OMC 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 21:39
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Omnicom Group Inc.는 36명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Deborah CiervoArgus Research Company
Anthony DiClementeBarclays
JULIEN ROCHBarclays