Análisis Argos
OMC
OMCCara2 señales de riesgo
Omnicom Group Inc. · Communication Services
US$ 86.22
precio al 2026-07-28
Valor justo Argos*
US$ 64–73
vs. su valor justo
28% por encima
Score Argos
55/100
LA RESPUESTA
El mercado le pide crezca 11.1% al año — más de lo que ha demostrado (3.1%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Cotiza 41% por debajo de su valor justo.
Reparte dividendo sostenible (3.6%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!Altman Z'' en zona roja (1.02)
VALOR2/6FUTURO3/6PASADO2/6SALUD2/6DIVIDENDO4/6
El Iris de calidad
VALOR2/6FUTURO3/6PASADO2/6SALUD2/6DIVIDENDO4/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos55de 100Cara
Ingresos10%
US$ 17.3 B
Margen operativo0%
15%
Flujo de caja libre75%
US$ 2.8 B
Deuda neta
US$ 5.9 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 24.6B
P/E
EV/EBITDA10.6x
FCF yield11.3%
ROIC7.2%
Margen operativo15%
Crecim. ingresos+10.1%/año
Piotroski F3/9
Competidores

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Novedades

Noticias recientes

zacks.com · 8 jul
Here's Why You Should Hold Omnicom Group Stock in Your Portfolio
OMC's broad service portfolio, AI platform expansion and major client wins support growth. Its competition and liquidity remain key risks.
prnewswire.com · 7 jul
Omnicom Schedules Second Quarter 2026 Earnings Release and Conference Call
NEW YORK, July 7, 2026 /PRNewswire/ -- Omnicom (NYSE: OMC) will publish its second quarter 2026 results on Tuesday, July 28, 2026 after the New York Stock Exchange close of trading. The company will also host a conference call to review such financial results on Tuesday, July 28, 2026, starting at 4:30 p.m.
seekingalpha.com · 1 jul
Omnicom: Buy This 15% Earnings Yield With A Dividend Kicker
Omnicom is upgraded to 'Strong Buy' due to deep value, robust income, and significant shareholder returns at a discounted 6.7x forward P/E. OMC's Q1 results show 3.9% organic revenue growth, 240 bps EBITDA margin expansion, and 12% adjusted EPS growth, fueled by Interpublic acquisition synergies. Integrated Media drives OMC's growth, now over 50% of core revenue, while AI initiatives and platform partnerships with Amazon and Adobe address industry disruption risks.
gurufocus.com · 29 jun
IBM to Appoint Omnicom Media as Global Media Agency of Record
IBM to Appoint Omnicom Media as Global Media Agency of Record PR Newswire NEW YORK, June 29, 2026
prnewswire.com · 29 jun
IBM to Appoint Omnicom Media as Global Media Agency of Record
NEW YORK, June 29, 2026 /PRNewswire/ -- Omnicom Media, an Omnicom (NYSE: OMC) Connected Capability, today announced it will be named global media agency of record for IBM following a competitive review. The appointment includes media planning and buying responsibilities across the Americas, EMEA, Japan and APAC regions.
gurufocus.com · 25 jun
OMNICOM MEDIA AND NBCUNIVERSAL LAUNCH DYNAMIC CONTEXTUAL ADVERTISING SOLUTION TO REDEFINE CREATIVE PERFORMANCE IN CTV
OMNICOM MEDIA AND NBCUNIVERSAL LAUNCH DYNAMIC CONTEXTUAL ADVERTISING SOLUTION TO REDEFINE CREATIVE PERFORMANCE IN CTV PR Newswi
prnewswire.com · 25 jun
OMNICOM MEDIA AND NBCUNIVERSAL LAUNCH DYNAMIC CONTEXTUAL ADVERTISING SOLUTION TO REDEFINE CREATIVE PERFORMANCE IN CTV
New Solution Combines AI-Powered Creative Optimization In-Flight with Contextual Signals to Deliver More Relevant Advertising Experiences Across Streaming Environments Announcement Wraps Omnicom Media's Cannes News Blitz Revealing First-Mover Partnerships That Connect Brand Content to Platform Programming, Viewing Experiences and Consumer Expectations CANNES, France, June 25, 2026 /PRNewswire/ -- Omnicom Media, an Omnicom (NYSE: OMC) connected capability, and NBCUniversal have co-developed a new solution to bring greater contextual intelligence and creative relevance to CTV advertising. The initiative combines audience and performance data from Omnicom's Acxiom identity solution with NBCUniversal's contextual signals to power Dynamic Contextual Content (DCC), a new approach to CTV advertising that aligns tailored creative messaging with specific episodes and environments in-flight.
gurufocus.com · 24 jun
OMNICOM MEDIA AND PARAMOUNT INTRODUCE DYNAMIC STREAMING FIXED AD UNIT TO POWER PERSONALIZED STORYTELLING ACROSS PREMIERE WEEK PROGRAMMING
OMNICOM MEDIA AND PARAMOUNT INTRODUCE DYNAMIC STREAMING FIXED AD UNIT TO POWER PERSONALIZED STORYTELLING ACROSS PREMIERE WEEK PROGRAMMING

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.