Omnicom Group, Inc. (NYSE:OMC)

CAPS Rating: 4 out of 5

A holding company which provides professional services to clients through multiple agencies. Its agencies provide these services in the following disciplines: traditional media advertising, CRM, public relations and specialty communications.

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Member Avatar Tophinater (38.78) Submitted: 11/21/2014 12:01:23 AM : Underperform Start Price: $74.61 OMC Score: -3.43

who know's

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Member Avatar TheQuietAmerican (< 20) Submitted: 10/27/2014 4:24:31 PM : Outperform Start Price: $69.23 OMC Score: +5.99

This is a 17 billion dollar cap holding company offering global advertising, marketing and corporate communications. I see this company as a value buy, just off it's 52 week low, and seeing it as moving to the upside over the next 12 to 18 months. I bought this stock during the recent market drop, as I saw that as a good entry point.

I like this company as it adds to the diversity of my portfolio of individual equities. I did not have any names in this sector and I saw this as a good strong name with a history of expanding it's client base through acquisition. OMC is currently partnered with Facebook in advertising.

I should mention that I am a value investor looking to add good companies, presently undervalued, with good cash flow, that I think will reward my patience, with a return on average of approximately 15 percent annually.

OMC Is currently offering a dividend yield of 2.8 percent and even though I do not look for dividend payers specifically, I see this as a nice bonus. An undervalued company, offering a nice margin of safety on my investment, with a nice dividend payout, while I wait for it to reward my patience.

Best regards,

TQA

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Member Avatar afewgoodstocks14 (< 20) Submitted: 9/19/2014 11:58:12 AM : Outperform Start Price: $69.64 OMC Score: +4.15

Div. (Yield) $2.00 (2.8%)

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Member Avatar dollarvaluemenu (43.63) Submitted: 5/27/2014 10:29:40 PM : Outperform Start Price: $68.79 OMC Score: +3.76

value

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Member Avatar Orthonormal (91.92) Submitted: 9/19/2013 3:13:11 PM : Outperform Start Price: $63.16 OMC Score: +2.07

Magic formula 9/19/2013
Screen for Morningstar grades and dividend yield
High CAPS rating

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Member Avatar Teacherman333 (84.02) Submitted: 6/16/2013 11:11:44 AM : Outperform Start Price: $60.49 OMC Score: +0.34

For reference point and to allow for comments by others. As of the end of March, 2013.

ROE 27.46%
Trailing PE 17.15
PB 5.13
Div yield 2.50%

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Member Avatar elcid24 (83.63) Submitted: 6/12/2013 9:26:04 AM : Outperform Start Price: $60.20 OMC Score: +1.75

From one of JohnCLeven's high ROI, high buyback screens.

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Member Avatar TMEIones (< 20) Submitted: 2/11/2010 11:33:14 PM : Outperform Start Price: $31.31 OMC Score: +52.53

Good historical sales and earnings growth.

Current valuation attractive compared to 10-year averages.
(i.e. Relatively low PEG, EV/EBITDA, P/CASH, P/FCF, P/B, P/E)

Forward-looking models based on EPS growth and sustainable growth projected excellent (7% - 11%) annualized returns -- even when using very conservative (-1, -2, and -3 standard deviations) growth assumptions.

Risks:
stewardship / institutional selling / SG&A spending

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Member Avatar SequoiaStocks (88.24) Submitted: 9/18/2009 10:22:05 AM : Outperform Start Price: $33.78 OMC Score: +33.73

This account tracks the performance of the investment firm Ruane, Cunniff, and Goldfarb - the investment manager of Sequoia Fund.

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Member Avatar gbetter (< 20) Submitted: 3/30/2009 12:27:29 PM : Outperform Start Price: $20.23 OMC Score: +116.05

great business, high margins and low chance of default/bankruptcy. technology may change the game a little bit for them but company brands will always need to created, designed and managed.

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Member Avatar lowellfield (95.66) Submitted: 11/23/2008 12:47:33 PM : Underperform Start Price: $21.55 OMC Score: -98.46

Don't think estimates have come down enough, given uncertainty with the Big Three and likely cuts to marketing spend generally. Think its "real" forward multiple is more like 12x which isn't low enough in this environment.

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Member Avatar 6and8 (89.48) Submitted: 10/28/2008 10:36:27 AM : Outperform Start Price: $23.06 OMC Score: +86.55

Market not giving credit to OMC's ability to defend its digital advertising business (vs. YHOO, GOOG).

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Member Avatar jawbox (91.17) Submitted: 9/18/2007 11:36:11 AM : Outperform Start Price: $42.00 OMC Score: +37.36

Recent stock split makes it more enticing to smaller investors. While not as much at the forefront of the interactive space like WPP, their media buying arm OMD has won a passel of awards this year. The Chicago office has brand behemoths McDonald's and Anheuser-Busch, two companies doing very well lately and who spend billions on marketing.

CAVEAT EMPTOR: I'm an Omnicom employee (though not with OMD, nor in Chicago).

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Member Avatar redtee (< 20) Submitted: 6/10/2007 8:35:29 AM : Outperform Start Price: $44.21 OMC Score: +29.20

Core business is now being challenged by IPG and other ad holding companies. However, it's proven to be resilient in holding on to its clients. It's pitching for the business of JNJ on a holding company basis against IPG, WPP, and Publicis. In the US, it has a strong chance of keeping it - and in China, a significant chance of winning the n-way pitch.

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Member Avatar albileon (45.50) Submitted: 4/16/2007 1:30:11 PM : Underperform Start Price: $44.43 OMC Score: -24.08

Insiders are unloading this one and a lot of reshuffling seems to be in progress at management. Although, the s&p says it has a fair value of -$108- a few more dollars than its current price and it is trading below the avg. industry multiple so it would seem somewhat of a safe bet.

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Member Avatar gryshrncrcsyktn5 (< 20) Submitted: 4/3/2007 9:17:12 PM : Outperform Start Price: $43.68 OMC Score: +23.98

Omnicom won Lipton Tea products

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Member Avatar Texicaniraq (78.82) Submitted: 2/9/2007 10:59:40 AM : Outperform Start Price: $45.06 OMC Score: +19.16

BLP

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Member Avatar MCKInate (99.03) Submitted: 1/23/2007 6:00:47 PM : Outperform Start Price: $44.22 OMC Score: +20.41

VL

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Member Avatar jdnorman76 (48.50) Submitted: 11/29/2006 11:39:16 AM : Underperform Start Price: $43.71 OMC Score: -19.96

It's time for a correction here

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Member Avatar mr715 (< 20) Submitted: 10/9/2006 8:01:08 PM : Outperform Start Price: $39.93 OMC Score: +30.22

The #1 Ad Agency in the world, just keeps rolling along with new companies, and great ads.

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