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OMC Omnicom Group

telecom · 2026-10-19

N/A
fair · 60
Owner-earnings value$48.09
Price$80.56
Margin of safety -40.3%

Quality gate · 60/100

Returns on capital 22.3/30
Consistency 14.5/22
Margins / pricing power 4.9/16
Balance sheet 7.9/16
Cash conversion 10/10
Capital allocation 0/6
Median ROIC15.3%
Gross margin11.2%
Net debt / EBITDA2.2x
FCF conversion159%
Share count / yr+15.6%
Profitable years3/4

Moat & management

Owner-earnings inputs

Owner earnings (TTM)689.10M
Owner-earnings yield3.0%
Free-cash-flow yield10.4%
Growth used (normalized)6.5%
Market-implied growth (reverse DCF)19.3%
Terminal growth3.0%
Discount rate (hurdle)9.0%

Projected owner earnings

YrOwner earningsGrowthPV
1734.05M 6.5%673.44M
2779.06M 6.1%655.72M
3823.79M 5.7%636.11M
4867.85M 5.3%614.81M
5910.87M 5.0%592.01M
6952.46M 4.6%567.92M
7992.22M 4.2%542.78M
81.03B 3.8%516.80M
91.06B 3.4%490.21M
101.10B 3.0%463.23M

⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~19%/yr owner-earnings growth over 10y (reverse DCF); model credits 7%.

History

DateQualityPriceValueMoSRating
2026-10-19 60 $80.56 $48.09 -40.3% N/A
2026-10-05 60 $74.15 $48.09 -35.1% N/A
2026-09-21 60 $76.57 $48.09 -37.2% N/A
2026-09-07 60 $82.62 $48.09 -41.8% N/A
2026-08-24 60 $87.54 $48.09 -45.1% N/A
2026-08-10 60 $85.24 $48.09 -43.6% N/A
2026-07-27 54 $79.66 $18.57 -76.7% N/A
2026-07-13 54 $81.93 $18.57 -77.3% N/A
2026-07-02 54 $76.11 $18.57 -75.6% N/A
2026-06-25 54 $73.66 $18.57 -74.8% N/A
2026-06-23 54 $72.96 $18.57 -74.5% N/A