Omnicom Group vs Ziff Davis
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The short version
- 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 80.3x against 3.3x for Ziff Davis.
| Latest fiscal year | OMC · FY25 | ZD · FY25 |
|---|---|---|
| Size | ||
| Market cap | $22.8B | $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 | 80.3x | 3.3x |
| Piotroski F-score | 3 | 6 |
Revenue
FY16
OMC $15.4B
ZD $874M
FY17
OMC $15.3B
ZD $1.1B
FY18
OMC $15.3B
ZD $1.2B
FY19
OMC $15.0B
ZD $1.1B
FY20
OMC $13.2B
ZD $1.2B
FY21
OMC $14.3B
ZD $1.4B
FY22
OMC $14.3B
ZD $1.4B
FY23
OMC $14.7B
ZD $1.4B
FY24
OMC $15.7B
ZD $1.4B
FY25
OMC $17.3B
ZD $1.5B
OMC
ZD
Operating margin
FY16
OMC 13.2%
ZD 27.8%
FY17
OMC 13.6%
ZD 22.0%
FY18
OMC 14.0%
ZD 20.2%
FY19
OMC 14.2%
ZD 8.4%
FY20
OMC 12.1%
ZD 11.9%
FY21
OMC 15.4%
ZD 11.8%
FY22
OMC 14.6%
ZD 14.3%
FY23
OMC 14.3%
ZD 9.7%
FY24
OMC 14.5%
ZD 8.1%
FY25
OMC 2.6%
ZD 12.6%
OMC
ZD
Free cash flow
FY16
OMC $1.8B
ZD $258M
FY17
OMC $1.9B
ZD $225M
FY18
OMC $1.5B
ZD $345M
FY19
OMC $1.8B
ZD $342M
FY20
OMC $1.6B
ZD $388M
FY21
OMC $1.3B
ZD $403M
FY22
OMC $848M
ZD $230M
FY23
OMC $1.3B
ZD $211M
FY24
OMC $1.6B
ZD $284M
FY25
OMC $2.8B
ZD $288M
OMC
ZD
Return on capital
FY16
OMC 29.3%
ZD 13.8%
FY17
OMC 29.8%
ZD 11.2%
FY18
OMC 36.8%
ZD 10.4%
FY19
OMC 36.1%
ZD 3.3%
FY20
OMC 28.2%
ZD 2.9%
FY21
OMC 40.2%
ZD 7.1%
FY22
OMC 31.4%
ZD 5.2%
FY23
OMC 28.7%
ZD 4.2%
FY24
OMC 27.4%
ZD 2.9%
FY25
OMC 2.0%
ZD 6.0%
OMC
ZD
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.