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Opinions The Panic-Proof Portfolio (Stockchase Research)
Omnicom GroupOMCTOP PICKJan 06, 2026
Stock price when the opinion was issued
As of Jun 12, 2026. Market Open.
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Premium contentOur PAST TOP PICK with OMC has triggered its stop at $76. To remain disciplined, we recommend covering the position at this time. Combined with previous guidance, this will result in a net investment loss of 3%.
Premium contentThe advertising giant is engaged in a large acquisition that the company believes will propel it forward aggressively. It trades at 11x earnings, 3x book and supports a 33% ROE. We like that cash reserves are growing, while debt is retired and shares bought back. We recommend setting a stop-loss at $69, looking to achieve $93 -- upside potential of 20%. Yield 1.4%
(Analysts’ price target is $93.00)
Premium contentPremium contentTwo of the largest advertising companies in the US just paired up under the OMC name in a $13.2 billion all stock deal. The new entity will represent 48% of ad revenue and OMC management expects $750 million in annual cost savings. It trades at 13x earnings and supports a ROE of 33%. We recommend setting a stop-loss at $80, looking to achieve $116 -- upside potential of 28%. Yield 3.0%
(Analysts’ price target is $116.02)An oligopoly. There is only a handful of large advertising companies that have the ability and the global scale to deal with Fortune 500 companies, and this is one of them. His favourite thing is that it has a 10% free cash flow yield. They make a lot of money. The concerns that overhang the valuation, that entrance like Google and Facebook will eventually take their business away, are overblown, because 75% of media buyers still rely on advertising agencies to create the content it contains. Dividend yield of 2.7%. (Analysts’ price target is $84.50.)
Andy Nasr(Top Pick Feb 19/16, Up 13.72%) They specialize in advertising. When you look at the complexity of reaching customers, you have to deal with all the online stuff. The growing complexity causes you to have to specialize in this part of the market.
Jennifer RadmanLargest advertising and communications agency in the US. Essentially has a network of agencies that they work with. They are seeing strong demand. Even in Asia where there has been weakness, they have had double digit growth in revenue. It’s a matter of helping companies solve complexities. Dividend yield of 2.62%.
Jennifer RadmanIt is such a "Steady Eddie" business. The whole advertising space is transforming a lot. She sees a lot of growth trajectories.
Jennifer Radman
Charles BobrinskoyCharles BobrinskoyCharles Bobrinskoy
We reiterate OMC as a TOP PICK. The global advertising mogul is well positioned to create campaigns integrating traditional methods, with social and community reach, along with AI. It trades at 12x earnings and supports a ROE of 30%. They are prudently using some cash reserves to aggressively retire debt and buy back shares. The dividend is backed by a payout ratio under 40% of cash flow. We recommend trailing up the stop (from $69) to $76, looking to achieve $98 -- upside potential of 23%. Yield 3.6%
(Analysts’ price target is $97.91)