Verdict: Side-by-side breakdown using the Bull Rankings model. APP scored 88.3, OMC scored 41.1 — APP leads.
Compare another set
APP
AppLovin Corporation
Advertising Agencies · Quality-Growth
88.3
$277.04 · $93.1B
fundamentals as of
Score gap
47.2
APP leads
OMC
Omnicom Group Inc.
Advertising Agencies · Quality-Growth
41.1
$76.48 · $21.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthAPP+70.0%
Strongest balance sheetOMC1.08
Highest qualityAPP90 / 100
Largest discount to fair valueOMC-61%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
APP
stronger →← stronger
OMC
90
Qualityreturns · margins · balance sheet
45
96
Growthrevenue & earnings expansion
73
79
Valuevaluation vs sector peers
21
APP is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
APP
OMC
$4.5bB
FCF
$2.4bB
+70.0%A
Rev
+10.1%B
1.11C+
D/E
1.08C+
21.3xB
P/E
—
0.61A-
PEG
15.97D
—
P/S
0.9xA-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
APP
OMC
45% above
Price vs fair valuelower is cheaper
61% below
~26%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~-14%/yr
-46%
1-yr DCF upside
+134%
-31%
5-yr DCF upside
+154%
-3%
10-yr DCF upside
+187%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
APP
Why this score
Durable high returns
OMC
Why this score
Raising its dividend
Diluting shareholders
The companies
APPAppLovin Corporation
Advertising Agencies · $277.04 · beta 2.56
Why now
Advertising Agencies · market cap $93.1b. Down 62% from 52-week high of $738.01 — deep drawdown territory. Revenue growing +70% — in hypergrowth territory. PEG 0.61 — paying under fair value for the growth rate. 31 sell-side analysts rate this a Buy with a mean 1-yr target of $487.66 (implying +76% upside).
Moat
Net margin 65% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. FCF converts 102% of net income — earnings translate cleanly into cash. $93.1b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Down 62% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.56 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 13.6x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
OMCOmnicom Group Inc.
Advertising Agencies · $76.48 · beta 0.70
Why now
Advertising Agencies · market cap $21.0b. 15% off the 52-week high of $89.57. Revenue growing +10%, comfortably above the S&P median. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $102.00 (implying +33% upside).
Moat
Free cash flow runs well ahead of reported net income.
Risk
Dividend payout 816% of earnings on a 4.2% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. Net margin 1.7% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 6% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where APP and OMC diverge
On the headline score the gap is 47.2 points in favor of APP. The widest single difference is Value, where APP leads by 58.1 points.
ValueAPP 79.2 · OMC 21.1APP +58.1
QualityAPP 90.1 · OMC 45.0APP +45.1
GrowthAPP 96.4 · OMC 73.3APP +23.1
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is APP or OMC the better stock?
APP scores higher: APP 88.3, OMC 41.1 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do APP and OMC differ most?
The widest gap is value, where APP leads by 58 points on the 0–100 pillar scale. APP leads all three pillars, so the gap is broad rather than a single-measure difference.
How are APP and OMC scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.