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Compare Stocks › GOOGL vs OMC

Alphabet Inc. (GOOGL) vs Omnicom Group Inc. (OMC)

GOOGL
Alphabet Inc.
$307.13
VS
OMC
Omnicom Group Inc.
$75.84

Rewards

GOOGL
  • ★Alphabet Inc. has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
  • ★Alphabet Inc. scores 89/100 on the Economic Moat Score (Wide Moat), with roic consistency as the strongest competitive dimension.
  • ★Return on equity has consistently exceeded 20% over 4 years, indicating efficient use of shareholder capital.
OMC
  • ★Free cash flow has grown at a 48.7% CAGR over the past 4 years, demonstrating strong earnings power growth.
  • ★Each dollar of retained earnings has created $7.59 of market value — management is an exceptional capital allocator.
  • ★FCF yield of 18.9% is historically attractive — the business generates significant cash relative to its price.

Risks

GOOGL
  • ⚠FCF yield of 2.0% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
OMC
  • ⚠ROIC has declined by 15.3 percentage points over the observed period, which may signal competitive erosion.
  • ⚠Gross margin of 18.6% is low, suggesting a competitive or commodity-like market with limited pricing power.
  • ⚠Share count has increased by 54% over the past 4 years, diluting existing shareholders.

Key Valuation Metrics

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GOOGL
OMC
Valuation
$73.27B
Free Cash Flow
$4.50B
1.97%
FCF Yield
18.88%
28.41
Trailing P/E
N/A
22.88
Forward P/E
6.10
Quality & Moat
20.83%
ROIC
8.35%
31.83%
ROE
-0.42%
59.65%
Gross Margin
18.57%
0.91
PEG Ratio
N/A
Balance Sheet Safety
0.16
Debt / Equity
0.86
N/A
Interest Coverage
N/A
-0.40
Net Debt / EBITDA
1.57
0.27%
Dividend Yield
4.22%
GOOGL: 6Ties: 1OMC: 3
GOOGLOMC

Historical Fundamentals

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GOOGL

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

OMC

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

$1 Retained Earnings Test

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GOOGL
$9.18
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$288.67B
Δ Market Cap
+$2.65T
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
OMC
$7.59
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$1.15B
Δ Market Cap
+$8.75B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Discounted Cash Flow (DCF) Analysis

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GOOGL
20.0% Margin of Safety
Price is 20.0% below estimated fair value
Current Price: $307.13
Fair Value: $384.04
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
OMC
85.6% Margin of Safety
Price is 85.6% below estimated fair value
Current Price: $75.84
Fair Value: $525.28
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued

Reverse DCF — Market-Implied Growth

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GOOGL

What growth rate is the market pricing in at $307?

+12.1%
Market-Implied Owner Earnings Growth
Standard FCF implies +20.2%

The market implies +12.1% Owner Earnings growth, below historical trends — potential opportunity.

Standard FCF implies a more demanding +20.2%, reflecting heavy growth investment expected to generate future returns.

OMC

What growth rate is the market pricing in at $76?

-8.6%
Market-Implied FCF Growth Rate

Market below historical growth — potential opportunity.

Economic Moat Score

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GOOGL
89/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None

Wide moat driven primarily by roic consistency. Reinvestment Efficiency is the area most vulnerable to competitive pressure.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
OMC
56/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None

Narrow moat with revenue predictability as the key competitive advantage. Improving margin stability would strengthen the moat.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.

Forensic Accounting

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GOOGL
-2.92
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
OMC
-1.62
Likely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

Ownership Breakdown

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GOOGL
Insiders 0.6%Institutions 80.8%Retail & Other 18.6%
No. of Institutional Holders7,206
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
OMC
Insiders 0.8%Institutions 102.8%
No. of Institutional Holders1,527
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.

High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.

Insider Buying Activity

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GOOGL
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
OMC
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises

Open market purchases · includes direct & indirect ownership · excludes option exercises.

Insider Selling Activity

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GOOGL
0
Sells (3M)
0
Sells (12M)
No open market insider sales found.
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
OMC
1
Sells (3M)
2
Sells (12M)
Total value (12M): $235,622
RICE LINDA JOHNSON
Director
$114,910
@ $85.24 · 2026-03-02
RICE LINDA JOHNSON
Director
$120,712
@ $73.65 · 2025-05-30
CASTELLANETA ANDREW
Officer
$421,154
@ $105.29 · 2024-10-18
TARLOWE ROCHELLE M.
Officer and Treasurer
$297,510
@ $99.17 · 2024-08-26
RICE LINDA JOHNSON
Director
$44,348
@ $90.88 · 2024-07-19
RICE LINDA JOHNSON
Director
$41,984
@ $92.68 · 2024-05-03
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.

🎭 Mr. Market's Mood

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GOOGL
FearGreed
😐Neutral(60/100)

"Market is pricing this stock without strong emotion in either direction"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
OMC
FearGreed
😨Fear(32/100)

"Market is pessimistic — investigate whether fears are temporary or structural"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

⚖️ Buffett Signal

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GOOGL
⚪Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Neutral (60)
OMC
⚪Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Fear (32)
View GOOGL Full AnalysisView OMC Full Analysis