Omnicom Group Inc. vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? Omnicom Group Inc. trades at $79.2 (market cap $22.58B), while Consumer Discretionary Select Sector SPDR Fund trades at $112.99. The key difference: Omnicom Group Inc. pays a 4.04% dividend while Consumer Discretionary Select Sector SPDR Fund pays none, and Omnicom Group Inc. is trading nearer its 52-week high, Consumer Discretionary Select Sector SPDR Fund nearer its low. Which is the better fit depends on your goals.
| OMC | XLY | |
|---|---|---|
Market Cap | $22.58B | — |
Sector | Media | — |
52-Week High | $85.80 | $124.52 |
52-Week Low | $67.27 | $105.64 |
Enterprise Value | $29.80B | — |
Dividend Yield | 4.04% | — |
Signals from Pluang's Aura AI — not financial advice
Omnicom Group (OMC) trades at $79.21, down 3.08% today, with a bullish technical signal from moving averages. The company reported mixed Q1 2026 earnings, beating expectations with $1.90 EPS versus $1.82 expected, but Q4 2025 missed at $2.59 versus $2.72. Revenue growth is strong, reaching $17.27 billion in 2025, though net income was negative $54.50 million due to elevated taxes. Analyst consensus is mixed with 32% buy ratings and a $105.75 price target, representing significant upside. Recent news highlights major client wins including IBM's global media account and partnerships with Netflix and Disney.
OMC presents a value opportunity with a low P/E of 12.16 and P/S of 0.96, trading below analyst targets. The advertising holding company benefits from AI platform expansion and strategic partnerships, but faces margin pressure and intense competition. Near-term catalysts include Q2 2026 earnings on July 28, 2026, where the company must deliver on the expected $2.58 EPS to maintain investor confidence amid current bearish sentiment.
XLY trades at $114.61, down 0.72% on the day, with technical indicators showing a bearish trend as the price approaches key support levels. The ETF faces headwinds from consumer sentiment concerns but maintains 100% analyst buy ratings. Recent news highlights XLY's strong track record in consumer discretionary exposure despite inflationary pressures affecting the sector.
The outlook remains cautiously optimistic with analyst support, though technical weakness and consumer spending risks require monitoring. Investment opportunity lies in potential sector recovery, while risks include persistent inflation and declining consumer confidence affecting discretionary spending patterns.
Trailing returns across standard periods
Latest headlines on both assets
Omnicom is the world's second- largest ad holding company, based on annual revenue. The firm's services, which include traditional and digital advertising and public relations, are provided worldwide, with over 85% of its revenue coming from more developed regions such as North America and Europe.
Read more on OMC →In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: retail; hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; auto components; distributors; leisure products; and diversified consumer services. It is non-diversified.
Read more on XLY →