Omnicom Group vs The Trade Desk
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The short version
- Omnicom Group is the larger business, with $17.3B of revenue in fiscal 2025 against $2.9B for The Trade Desk, about 6.0 times as much.
- The Trade Desk grew revenue faster (18.5%, against 10.1%).
- The Trade Desk kept more of each dollar of sales as operating profit (20.4% operating margin, against 2.6%).
- The Trade Desk turned more of its sales into free cash flow (27.5% FCF margin, against 16.1%).
- Investors pay more for each dollar of Omnicom Group’s earnings: a P/E of 80.3x against 15.7x for The Trade Desk.
| Latest fiscal year | OMC · FY25 | TTD · FY25 |
|---|---|---|
| Size | ||
| Market cap | $22.8B | $6.1B |
| Revenue | $17.3B | $2.9B |
| Free cash flow | $2.8B | $796M |
| Net income | −$54.5M | $443M |
| Growth | ||
| Revenue growth | 10.1% | 18.5% |
| 5-year growth | 5.6% | 28.2% |
| Share count change | 3.2% | −1.7% |
| Profitability | ||
| Gross margin | 8.5% | 78.6% |
| Operating margin | 2.6% | 20.4% |
| Net margin | −0.3% | 15.3% |
| FCF margin | 16.1% | 27.5% |
| Return on capital | 2.0% | — |
| Return on equity | −0.7% | 16.3% |
| Balance sheet | ||
| Net debt | $2.6B | — |
| Net debt / EBITDA | 3.6x | — |
| Dividends and buybacks | $1.3B | $1.4B |
| Valuation & quality | ||
| P/E | 80.3x | 15.7x |
| Piotroski F-score | 3 | — |
FY16
OMC $15.4B
TTD $203M
FY17
OMC $15.3B
TTD $308M
FY18
OMC $15.3B
TTD $477M
FY19
OMC $15.0B
TTD $661M
FY20
OMC $13.2B
TTD $836M
FY21
OMC $14.3B
TTD $1.2B
FY22
OMC $14.3B
TTD $1.6B
FY23
OMC $14.7B
TTD $1.9B
FY24
OMC $15.7B
TTD $2.4B
FY25
OMC $17.3B
TTD $2.9B
OMC
TTD
FY16
OMC 13.2%
TTD 28.3%
FY17
OMC 13.6%
TTD 22.5%
FY18
OMC 14.0%
TTD 22.5%
FY19
OMC 14.2%
TTD 17.0%
FY20
OMC 12.1%
TTD 17.3%
FY21
OMC 15.4%
TTD 10.4%
FY22
OMC 14.6%
TTD 7.2%
FY23
OMC 14.3%
TTD 10.3%
FY24
OMC 14.5%
TTD 17.5%
FY25
OMC 2.6%
TTD 20.4%
OMC
TTD
FY16
OMC $1.8B
TTD $68.2M
FY17
OMC $1.9B
TTD $21.1M
FY18
OMC $1.5B
TTD $66.8M
FY19
OMC $1.8B
TTD $24.5M
FY20
OMC $1.6B
TTD $331M
FY21
OMC $1.3B
TTD $324M
FY22
OMC $848M
TTD $465M
FY23
OMC $1.3B
TTD $552M
FY24
OMC $1.6B
TTD $641M
FY25
OMC $2.8B
TTD $796M
OMC
TTD
FY16
OMC 29.3%
TTD —
FY17
OMC 29.8%
TTD —
FY18
OMC 36.8%
TTD —
FY19
OMC 36.1%
TTD —
FY20
OMC 28.2%
TTD —
FY21
OMC 40.2%
TTD —
FY22
OMC 31.4%
TTD —
FY23
OMC 28.7%
TTD —
FY24
OMC 27.4%
TTD —
FY25
OMC 2.0%
TTD —
OMC
TTD
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.