Applovin Corp (APP) is overvalued and Omnicom Group Inc (OMC) is overvalued.
Both trade above our estimate of their intrinsic value. APP is the closer of the two: -51%, against -389% for OMC.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 15.2% (average of 3 methods) values the shares at $217.75; the price of $328.73 is 51% above that value, and 59% of that value comes from beyond year five.
Leak Score 56/100 on 8 of 12 signals
Discounting its cash flows at 7.3% (average of 3 methods) values the shares at $15.40; the price of $75.34 is 389% above that value, and 82% of that value comes from beyond year five.
Leak Score 26/100 on 9 of 12 signals
| Metric | APP | OMC |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $328.73 | $75.34 |
| Intrinsic value | $217.75 | $15.40 |
| Margin of safety | -51% | -389% |
| Leak Score | 56/100 (8/12) | 26/100 (9/12) |
| Market cap | $110.0B | $20.7B |
| Revenue growth, 5 years | 30.4% | 5.6% |
| Operating margin | 77.7% | 14.3% |
| Net margin | 64.6% | 1.7% |
| Return on equity | 203.7% | 5.5% |
| Debt to equity | 1.11 | 1.18 |
| P/E | 25.3x | 64.6x |
| Forward P/E | 16.4x | 6.3x |
| P/B | 34.9x | 2.4x |
| Dividend yield | — | 4.6% |