---
title: Omnicom Group (OMC) — intrinsic value and fair price
canonical: https://sweetvaluelab.com/stocks/omc
ticker: OMC
as_of: 2026-10-17
sector: Communication Services
industry: Advertising Agencies
---
# Omnicom Group (OMC)

Omnicom Group (OMC) closed at $80.56 on Oct 16, 2026, overvalued by 25% vs its model value of $64.41 (from a five-year discounted cash flow).

## Key figures

| Figure | Value |
| --- | ---: |
| Last close | $80.56 (Oct 16, 2026) |
| Model value (from a five-year discounted cash flow) | $64.41 |
| Price vs model | overvalued by 25% vs model |
| Range of that model | $41.74 – $138.14 |
| Market value | $22.1B |
| P/E (fiscal 2025) | — |
| Net margin (fiscal 2025) | -0.3% |
| Free cash flow (fiscal 2025) | $2.8B |
| Dividend yield (trailing twelve months) | 3.97% |
| Beta | 0.70 |
| Cost of capital (WACC) | 6.96% |
| Business classification | Dividend Payer (Low/slowing growth (~8% recent), Currently unprofitable, Pays dividends, Highly cyclical earnings, Strong FCF yield (12.6%)) |

## On the stock lists

| List | Place | Figure | Page |
| --- | ---: | ---: | --- |
| Highest free cash flow yield | #17 | 12.6% | https://sweetvaluelab.com/lists/highest-free-cash-flow-yield |

## Dividends

| Figure | Value |
| --- | ---: |
| Trailing dividend yield | 3.97% |
| Dividends per share, last 12 months | $3.20 |
| Dividends / free cash flow (fiscal 2025) | 19.7% |
| Raised | 1 years in a row |
| Growth over 5 years | 3.1% a year |
| Latest payment | $0.80, ex-date Sep 18, 2026, paid Oct 9, 2026 |

| Year of payments | Dividends per share |
| --- | ---: |
| To Sep 20, 2021 | $2.75 |
| To Sep 20, 2022 | $2.80 |
| To Sep 20, 2023 | $2.80 |
| To Sep 20, 2024 | $2.80 |
| To Sep 2, 2025 | $2.80 |
| Trailing twelve months (to Sep 18, 2026) | $3.20 |

## Valuation models

Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026.

| Model | Role | Value per share | Low | High |
| --- | --- | ---: | ---: | ---: |
| DCF · Perpetuity growth · 5y | primary | $64.41 | $41.74 | $138.14 |
| DCF · Perpetuity growth · 10y | cross check | $64.05 | $42.54 | $134.93 |
| DCF · EBITDA exit · 5y | cross check | $25.04 | $18.24 | $40.94 |
| DCF · EBITDA exit · 10y | cross check | $32.08 | $25.17 | $48.20 |
| EV/EBITDA · peers | cross check | $5.86 | $5.22 | $23.03 |
| EV/Revenue · peers | cross check | $64.05 | $42.58 | $86.26 |
| Earnings power value | cross check | $98.49 | $80.29 | $126.70 |
| Dividend discount | cross check | $0.00 | $0.00 | $0.00 |

## Insider activity (SEC Form 4)

Past 90 days: 0 open-market buys ($0) and 1 open-market sale ($122,891.1); 10b5-1 plan sales included.

| Date | Insider | Relationship | Transaction | Shares | Value |
| --- | --- | --- | --- | ---: | ---: |
| Oct 1, 2026 | WYATT E LEE | Director | Grant / award | 697 | $0 |
| Oct 1, 2026 | Williams Valerie | Director | Grant / award | 696.05 | $0 |
| Oct 1, 2026 | Santos Cassandra | Director | Grant / award | 696.05 | $0 |
| Oct 1, 2026 | RICE LINDA JOHNSON | Director | Grant / award | 697 | $0 |
| Oct 1, 2026 | Pineda Patricia Salas | Director | Grant / award | 696.05 | $0 |

## Recent SEC filings

| Filed | Form | What | Filing |
| --- | --- | --- | --- |
| Oct 6, 2026 | 8-K | 5.02 Departure/Election of Directors or Officers | https://www.sec.gov/Archives/edgar/data/29989/000121390026107282/ea0307855-8k_omnicom.htm |
| Jul 29, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/29989/000002998926000019/omc-20260630.htm |
| Jul 28, 2026 | 8-K | 2.02 Results of Operations (Earnings); 7.01 Regulation FD Disclosure; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/29989/000002998926000018/omc-20260728.htm |
| May 8, 2026 | 8-K | 5.07 Submission of Matters to a Shareholder Vote | https://www.sec.gov/Archives/edgar/data/29989/000121390026053924/ea0289479-8k_omnicom.htm |
| Apr 29, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/29989/000002998926000011/omc-20260331.htm |

## Superinvestors holding it (latest 13F)

| Manager | Quarter | Shares | Value |
| --- | --- | ---: | ---: |
| First Eagle | 2026-06-30 | 7,343,209 | $534.8M |
| John Rogers | 2026-06-30 | 1,174,452 | $85.5M |
| Harry Burn | 2026-06-30 | 1,129,610 | $82.3M |
| Robert Olstein | 2026-03-31 | 118,000 | $8.9M |

6 tracked managers in all.

## About

Omnicom Group Inc., through its network of subsidiaries, stands as a premier global provider of comprehensive advertising, marketing, and corporate communications solutions. The company's core expertise extends across pivotal areas such as traditional and digital advertising, customer relationship management (CRM), public relations, and specialized healthcare communications. Its extensive service portfolio delivers a wide array of strategic and creative solutions. These offerings include branding, content creation, corporate social responsibility consulting, crisis management, data analytics, digital transformation, entertainment and experiential marketing, financial/corporate business-to-business advertising, graphic design, investor relations, media planning and purchasing, mobile and social media marketing, and package design. Additionally, Omnicom provides product placement, promotio…

---

Source: https://sweetvaluelab.com/stocks/omc (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.