COMPARE · Data as of August 21, 2026
LFTO vs OMC
Verdict: Side-by-side breakdown using the Bull Rankings model. LFTO scored 69.1, OMC scored 41.8 — LFTO leads.
Compare another set
LFTO
Liftoff Mobile, Inc.
69.1
$18.97 · $3.2B
fundamentals as of
Score gap
27.3
LFTO leads
OMC
Omnicom Group Inc.
41.8
$87.54 · $24.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthLFTO+32.1%
- Highest qualityLFTO77 / 100
- Largest discount to fair valueOMC-69%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
LFTO
stronger →← stronger
OMC
77
Qualityreturns · margins · balance sheet
44
94
Growthrevenue & earnings expansion
77
46
Valuevaluation vs sector peers
22
LFTO is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
LFTO
OMC
$149mC
FCF
$3.0bB
+32.1%A
Rev
+25.9%A-
—
D/E
1.08C+
90.3xD
P/E
—
1.10B+
PEG
15.97D
—
P/S
1.2xA-
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
LFTO
OMC
8% below
Price vs fair valuelower is cheaper
69% below
~12%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-17%/yr
-17%
1-yr DCF upside
+176%
+9%
5-yr DCF upside
+217%
+63%
10-yr DCF upside
+291%
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
LFTO
Why this score
- Short track record
OMC
Why this score
- Raising its dividend
- Diluting shareholders
The companies
LFTOLiftoff Mobile, Inc.
Why now
Advertising Agencies · market cap $3.2b. Down 37% from 52-week high of $30.10 — deep drawdown territory. Revenue growing +32% — in hypergrowth territory. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $35.54 (implying +87% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trailing P/E 90.3x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 37% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Ad-spending cyclicality — marketing budgets are among the first cut in any recession and the last restored; the business levers higher in the bull but lower in the bear than the headline economy.
OMCOmnicom Group Inc.
Why now
Advertising Agencies · market cap $24.0b. Trading near 52-week high of $88.55 — momentum setup, limited technical margin of safety. Revenue growing +26% — in hypergrowth territory. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $102.08 (implying +17% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Net margin 0.3% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 1% 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 LFTO and OMC diverge
On the headline score the gap is 27.3 points in favor of LFTO. The widest single difference is Quality, where LFTO leads by 32.8 points.
- QualityLFTO 76.5 · OMC 43.7LFTO +32.8
- ValueLFTO 45.7 · OMC 21.6LFTO +24.1
- GrowthLFTO 94.2 · OMC 77.4LFTO +16.8
Pillars run 0–100 against sector peers, so a 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.