Omnicom Group vs Ziff Davis
Add, change or remove companies; up to four.
KIRA’s take AI analyst
I put Omnicom Group and Ziff Davis side by side, using each one’s latest annual report. Here is what stands out:
- Omnicom Group is the larger business, with $17.3B of revenue in fiscal 2025 against $1.5B for Ziff Davis, about 12 times as much.
- Omnicom Group grew revenue faster (10.1%, against 3.5%).
- Ziff Davis kept more of each dollar of sales as operating profit (12.6% operating margin, against 2.6%).
- Ziff Davis turned more of its sales into free cash flow (19.8% FCF margin, against 16.1%).
- Ziff Davis earned a higher return on the capital invested in it (6.0%, against 2.0%).
- Investors pay more for each dollar of Omnicom Group’s earnings: a P/E of 77.5x against 3.3x for Ziff Davis.
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Omnicom Group
OMC
2/11
Revenue growth5-year growth
Ziff Davis
ZD
9/11
Gross marginOperating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | OMC FY25 | ZD FY25 |
|---|---|---|
| Size | ||
| Market cap | $22.0B | $2.1B |
| Revenue | $17.3B | $1.5B |
| Free cash flow | $2.8B | $288M |
| Net income | −$54.5M | $47.4M |
| Growth | ||
| Revenue growth | 10.1% | 3.5% |
| 5-year growth | 5.6% | 4.6% |
| Share count change | 3.2% | −7.7% |
| Profitability | ||
| Gross margin | 8.5% | 85.8% |
| Operating margin | 2.6% | 12.6% |
| Net margin | −0.3% | 3.3% |
| FCF margin | 16.1% | 19.8% |
| Return on capital | 2.0% | 6.0% |
| Return on equity | −0.7% | 2.7% |
| Balance sheet | ||
| Net debt | $2.6B | $260M |
| Net debt / EBITDA | 3.6x | 0.6x |
| Dividends and buybacks | $1.3B | $174M |
| Valuation & quality | ||
| P/E | 77.5x | 3.3x |
| Piotroski F-score | 3 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.