OMC vs TDS
Omnicom Group vs Telephone and Data Systems, Inc. — AI-powered side-by-side comparison
VS
TDS
Telephone and Data Systems, Inc.
54
Watch
| Metric | OMC | TDS |
|---|
| AI Score |
61
|
54
|
| Price |
$85.98
|
$33.38
|
| P/E Ratio |
45.96×
|
7.84×
|
| ROE |
-0.5%
|
-0.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
17.5%
|
28.7%
|
| Debt / Equity |
1.15×
|
0.24×
|
| Dividend Yield |
3.6%
|
31.2%
|
| RSI (14) |
62.8
|
41.1
|
| Beta |
0.658
|
0.347
|
| Expected Upside |
+2.9%
|
—
|
AI Committee View
Current Innellis committee reasoning for OMC versus TDS.
OMC leads by 7 points.
OMC scores 61/100 (Buy) versus TDS at 54/100 (Watch).
OMC Committee View
67% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Value Analyst remains cautious — p/e of 58.8 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Dividend yield of 3.8% pays you to wait — Value
- Revenue growing 37.0% YoY -- genuine top-line momentum — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 58.8 is expensive by classic value standards — Value
- ROE of only 4.4% -- cheap may mean cheap for a reason — Value
- EPS declining -83.3% YoY despite any revenue growth — Growth
TDS Committee View
50% agreement
6 analysts
The committee is genuinely divided. Risk Analyst sees a compelling case — low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock. Growth Analyst remains cautious — revenue declining -56.0% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 0.9x is a discount to asset value — Value
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock — Risk
Bear Case
- P/E of 26.7 is moderate-to-rich — Value
- ROE of only 2.7% -- cheap may mean cheap for a reason — Value
- Revenue declining -56.0% YoY -- this is not a growth story right now — Growth