Publicis posted 5% organic net revenue growth in the third quarter, lifting year-to-date growth to 4.8%. Despite this acceleration, management maintained its full-year outlook for 4.5%-5% organic sales growth, operating margin improvement, and EUR 2.2 billion of free cash flow.
Publicis’ Epsilon has the most advanced and persistent identity graphs, enabling highly precise advertising targeting and effective omnichannel campaign management that drive strong returns on ad spending for clients.
Publicis shares have traded at a persistent valuation premium relative to agency peers. While perhaps justified at the moment, this premium leaves little room for error or execution missteps. Strong expectations are already baked in.
|
Metric
|
PUB
|
OMC
|
4324
|
|---|---|---|---|
Price/Earnings (Normalized) | 13.48 | 8.80 | 5.22 |
Price/Book Value | 2.39 | 2.43 | 2.32 |
Price/Sales | 1.44 | 0.91 | 0.67 |
Price/Cash Flow | 9.69 | 7.18 | 6.98 |
|
Metric
|
PUB
|
OMC
|
4324
|
|---|---|---|---|
Quick Ratio | 0.91 | 0.67 | 1.03 |
Current Ratio | 0.94 | 0.92 | 1.08 |
Interest Coverage | 11.26 | 2.92 | −5.72 |
|
Metric
|
PUB
|
OMC
|
4324
|
|---|---|---|---|
Return on Assets (Normalized) | 4.88% | 1.34% | 2.47% |
Return on Equity (Normalized) | 18.54% | 7.06% | 16.08% |
Return on Invested Capital (Normalized) | 12.68% | 4.11% | 9.07% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| AppLovin Corp Ordinary Shares - Class A
APP
| LOCK|d@$hwx | LOCK|^d?Wd | $88B | |||
| Publicis Groupe SA
PGPEF
| — | LOCK|V!VM> | $28B | |||
| Publicis Groupe SA ADR
PUBGY
| — | LOCK|CnDD | $28B | |||
| Omnicom Group Inc
OMC
| LOCK|M?<!@!%x | LOCK|^d>@ | $23B | |||
| Dentsu Group Inc
DNTUF
| — | LOCK|bC | $6B | |||
| Dentsu Group Inc ADR
DNTUY
| — | LOCK|lsg | $6B | |||
| The Trade Desk Inc Class A
TTD
| LOCK|x#ts&Z | LOCK|&% | $6B | |||
| JCDecaux SE ADR
JCDXY
| — | LOCK|!#fw# | $6B | |||
| WPP PLC ADR
WPP
| LOCK|T^q>g# | LOCK|FqC | $6B | |||
| Magnite Inc
MGNI
| LOCK|w!W??%> | LOCK|^D> | $3B |
United States