OMC
Omnicom Group Inc.
OMC's outlook is improving despite an expensive valuation.
TMUS
T-Mobile US, Inc.
TMUS has the edge over OMC overall, supported by stronger valuation and stronger modeled upside.
OMC Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Stable | |
| Healthy | |
| Under pressure |
OMC's revenue and cash flow are currently healthy, and its profitability is stable, but its balance sheet is under pressure.
TMUS Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Strong |
TMUS's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
OMC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 8x | $86.84 | — |
| Cheap | 11x | $11.07 | -87% |
| Fair | 12x | $12.60 | -85% |
| Expensive | 14x | $14.68 | -83% |
| Current | 84x | $86.84 | — |
Historical ranges are pointers, not guarantees.
OMC's PE is in its expensive range at 84x. If earnings grow as analysts expect, today's price would be 8.0x next year's earnings, in its cheap range.
TMUS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 13x | $171 | — |
| Current | 16x | $171 | — |
| Cheap | 21x | $218 | +27% |
| Fair | 26x | $274 | +60% |
| Expensive | 56x | $581 | +240% |
Historical ranges are pointers, not guarantees.
TMUS has the edge over OMC in the historical PE scenario, which offers more potential upside but is not a forecast.
OMC Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for OMC, with profitability holding steady.
TMUS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
TMUS has the edge over OMC on the outlook, with more favorable profitability expectations.
OMC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $10.88 | +957% |
| Q3 2026 | $1.03 | -85% |
| Q2 2026 | $0.40 | -94% |
| Q1 2026 | -$0.37 | -105% |
| Q4 2025 | -$0.27 | -104% |
| Q3 2025 | $6.78 | -7.3% |
| Q2 2025 | $6.98 | -3.3% |
| Q1 2025 | $7.32 | -0.9% |
| Q4 2024 | $7.46 | +8% |
OMC's earnings per share have fallen from their peak: $1.03 over the past year, against $7.46 in late 2024.
TMUS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.49 | +30% |
| Q3 2026 | $10.37 | -0.2% |
| Q2 2026 | $9.56 | -9.7% |
| Q1 2026 | $9.41 | -8.1% |
| Q4 2025 | $9.72 | +0.6% |
| Q3 2025 | $10.39 | +18% |
| Q2 2025 | $10.59 | +33% |
| Q1 2025 | $10.24 | +39% |
| Q4 2024 | $9.66 | +39% |
TMUS has the edge over OMC on earnings, with more consistent year-over-year improvement.
OMC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $6.4B | +59% |
| Q2 2026 | $6.6B | +63% |
| Q1 2026 | $6.2B | +69% |
| Q4 2025 | $5.5B | +28% |
| Q3 2025 | $4B | +4% |
| Q2 2025 | $4B | +4.2% |
| Q1 2025 | $3.7B | +1.6% |
| Q4 2024 | $4.3B | +6.4% |
OMC has the edge over TMUS on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 15% | +2.3 points |
| Q2 2026 | 14% | +3.1 points |
| Q1 2026 | 10% | -1.9 points |
| Q4 2025 | -18% | -34 points |
| Q3 2025 | 13% | -2.3 points |
| Q2 2025 | 11% | -2.3 points |
| Q1 2025 | 12% | -0.9 points |
| Q4 2024 | 16% | -0.1 points |
OMC's operating margin was 15% last quarter, up 2.3 points from the same quarter a year ago.
TMUS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $23.6B | +7.4% |
| Q2 2026 | $22.8B | +7.9% |
| Q1 2026 | $23.1B | +11% |
| Q4 2025 | $24.3B | +11% |
| Q3 2025 | $22B | +8.9% |
| Q2 2025 | $21.1B | +6.9% |
| Q1 2025 | $20.9B | +6.6% |
| Q4 2024 | $21.9B | +6.8% |
TMUS's revenue has grown year over year for 10 quarters in a row: $23.6B last quarter, up 7.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 24% | +3.4 points |
| Q2 2026 | 24% | -0.6 points |
| Q1 2026 | 19% | -3.5 points |
| Q4 2025 | 15% | -5.6 points |
| Q3 2025 | 21% | -3.2 points |
| Q2 2025 | 25% | +1.3 points |
| Q1 2025 | 23% | +2.6 points |
| Q4 2024 | 21% | +4 points |
TMUS has the edge over OMC on profitability, with a higher operating margin.
OMC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $912.5M | +108% |
| Q2 2026 | -$433.1M | -358% |
| Q1 2026 | -$614.4M | +$201.9M |
| Q4 2025 | $3B | +60% |
| Q3 2025 | $438.4M | -18% |
| Q2 2025 | $168M | +$348.9M |
| Q1 2025 | -$816.3M | -$174.7M |
| Q4 2024 | $1.9B | +5.1% |
OMC generated $2.9B in free cash flow over the past year, up 72% from the year before.
TMUS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $5.1B | +5.3% |
| Q2 2026 | $4.8B | +4.4% |
| Q1 2026 | $4.6B | +4.6% |
| Q4 2025 | $4.2B | +25% |
| Q3 2025 | $4.8B | +15% |
| Q2 2025 | $4.6B | +32% |
| Q1 2025 | $4.4B | +79% |
| Q4 2024 | $3.3B | +2% |
TMUS has the edge over OMC on cash flow, with more consistent year-over-year improvement.
OMC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2% | -5.6M shares |
| 1 year | +41% | +79.4M shares |
| 3 years | +37% | +73.8M shares |
| 5 years | +27% | +58.3M shares |
| Available history | +25% | +54.5M shares |
OMC has 275M diluted shares, up 41% from a year ago, despite $3.6B in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $222.1M |
| Q2 2026 | $210.6M |
| Q1 2026 | $2.8B |
| Q4 2025 | $395.8M |
| Q3 2025 | $89.1M |
| Q2 2025 | $142M |
| Q1 2025 | $81M |
| Q4 2024 | $8.3M |
OMC spent $3.6B buying back its own shares over the past year, more than ten times what it spent the year before.
TMUS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1% | -10.8M shares |
| 1 year | -4.9% | -55M shares |
| 3 years | -8.8% | -103M shares |
| 5 years | -15% | -182M shares |
| Available history | +24% | +207M shares |
TMUS has the edge over OMC on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $2.4B |
| Q2 2026 | $2.3B |
| Q1 2026 | $4.8B |
| Q4 2025 | $2.4B |
| Q3 2025 | $2.5B |
| Q2 2025 | $2.6B |
| Q1 2025 | $2.5B |
| Q4 2024 | $4.7B |
TMUS spent $12B buying back its own shares over the past year, down 1.7% from the year before.
OMC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.9x | Moderate |
| Q2 2026 | 4.1x | High |
| Q1 2026 | 5.6x | High |
| Q4 2025 | 3.4x | Elevated |
| Q3 2025 | 1.2x | Healthy |
| Q2 2025 | 1.2x | Healthy |
| Q1 2025 | 1.1x | Healthy |
| Q4 2024 | 0.7x | Very low |
OMC's net debt is about 2.9 years of its operating earnings (EBITDA), up from 1.2 years a year ago.
TMUS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.0x | Very low |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | -0.0x | Net Cash |
| Q4 2025 | 2.5x | Moderate |
| Q3 2025 | 0.1x | Very low |
| Q2 2025 | -0.1x | Net Cash |
| Q1 2025 | -0.1x | Net Cash |
| Q4 2024 | 2.4x | Moderate |
TMUS has the edge over OMC on leverage, with a lower net debt burden relative to earnings.
OMC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.8 | Neutral |
| Stochastic | 70.2 | Neutral |
OMC's weekly RSI is 60 (neutral) and its Stochastic is 70 (neutral).
TMUS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.9 | Neutral |
| Stochastic | 42.1 | Neutral |
TMUS's weekly RSI is 48 (neutral) and its Stochastic is 42 (neutral).
OMC PE vs Communication Services Sector
| Metric | OMC | Sector median | Relative |
|---|---|---|---|
| PE | 84x | 16x | 411% above |
| PE % | 97 | 26 | 71 pts above |
OMC is trading at 84x earnings, a 411% premium to the Communication Services sector's median of 16x.
TMUS PE vs Communication Services Sector
| Metric | TMUS | Sector median | Relative |
|---|---|---|---|
| PE | 16x | 16x | Same PE |
| PE % | 1 | 26 | 25 pts below |
TMUS has the edge over OMC on valuation relative to its sector.
OMC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $80.6 | 7.8% above |
| 20 week MA | $81.6 | 6.4% above |
| 50 week MA | $78.7 | 10% above |
| 100 week MA | $78.1 | 11% above |
| 200 week MA | $84.2 | 3.2% above |
OMC has the edge over TMUS on trend strength, trading above more of its moving averages.
TMUS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $159.1 | 7.5% above |
| 20 week MA | $172.0 | 0.5% below |
| 50 week MA | $187.8 | 8.9% below |
| 100 week MA | $212.9 | 20% below |
| 200 week MA | $188.7 | 9.4% below |
TMUS has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 9.4% below its 200-week average.
OMC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $80.8 | $61.3 | -24% |
| 2021 | $61.3 | $72.2 | +18% |
| 2022 | $72.2 | $80.5 | +12% |
| 2023 | $80.5 | $86.5 | +7.5% |
| 2024 | $86.5 | $86.5 | 0% |
| 2025 | $86.5 | $80.0 | -7.5% |
| 2026 YTD | $80.0 | $86.8 | +8.5% |
OMC has the edge over TMUS on returns for 2026, with the stronger performance.
TMUS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $77.2 | $132.9 | +72% |
| 2021 | $132.9 | $119.9 | -9.8% |
| 2022 | $119.9 | $140.0 | +17% |
| 2023 | $140.0 | $160.3 | +15% |
| 2024 | $160.3 | $223.0 | +39% |
| 2025 | $223.0 | $201.0 | -9.9% |
| 2026 YTD | $201.0 | $171.0 | -15% |
TMUS has finished higher in four of the last six years. It's down 15% so far in 2026.