Omnicom Group Inc (OMC) is overvalued and Trade Desk Inc (TTD) is undervalued.
Against our estimates of intrinsic value, TTD trades at the wider discount: a margin of safety of +48%, against -389% for OMC.
Values as of the 22 Sept 2026 close.
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
Discounting its cash flows at 9.6% (average of 3 methods) values the shares at $25.41; the price of $13.18 is 48% below that value, and 75% of that value comes from beyond year five.
Leak Score 100/100 on 3 of 12 signals
| Metric | OMC | TTD |
|---|---|---|
| Verdict | Overvalued | Undervalued |
| Price | $75.34 | $13.18 |
| Intrinsic value | $15.40 | $25.41 |
| Margin of safety | -389% | +48% |
| Leak Score | 26/100 (9/12) | 100/100 (3/12) |
| Market cap | $20.7B | $6.2B |
| Revenue growth, 5 years | 5.6% | 28.2% |
| Operating margin | 14.3% | 19.6% |
| Net margin | 1.7% | 13.6% |
| Return on equity | 5.5% | 15.4% |
| Debt to equity | 1.18 | 0.17 |
| P/E | 64.6x | 15.6x |
| Forward P/E | 6.3x | 53.0x |
| P/B | 2.4x | 2.4x |
| Dividend yield | 4.6% | — |