Sector Alpha Week of 2026-08-04
20-quarter listed-company comparison

Advertising Agencies Stocks

Advertising Agencies: AppLovin Corporation owns the largest revenue base AND the fastest current growth.

01 · the industry itself · before any single company

How has Advertising Agencies moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 36% ahead of S&P 500. Earnings across its companies grew 25% on average over the last four reported quarters. It has been ahead of S&P 500 on a rolling three-month view for 17 weeks running.

LEADER · ahead 17w~Price and the fundamentals both up9 of 17 companies ahead of S&P 500 by 5% or more over three months2 are 20% or more behind over a year while earnings grew 20% or more

RS ↑17w · 14/17 >200d (+1) · 9/17 lead (−2) · EPS 9/17↑

20020262025202420232022 369348 TRAILING 12-MONTH EPS · 100 AT THE START0100114Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 7 reportingJun 2022 · trailing 12-month earnings per share at 101, against 100 at the start · up 34.5% on a year ago · 7 reportingSep 2022 · trailing 12-month earnings per share at 99, against 100 at the start · no comparable year yet · 8 reportingDec 2022 · trailing 12-month earnings per share at 72, against 100 at the start · up 16.6% on a year ago · 7 reportingMar 2023 · trailing 12-month earnings per share at 72, against 100 at the start · down 28.6% on a year ago · 8 reportingJun 2023 · trailing 12-month earnings per share at 31, against 100 at the start · down 70.0% on a year ago · 7 reportingSep 2023 · trailing 12-month earnings per share at 8, against 100 at the start · down 96.3% on a year ago · 8 reportingDec 2023 · trailing 12-month earnings per share at 43, against 100 at the start · down 34.4% on a year ago · 7 reportingMar 2024 · trailing 12-month earnings per share at 37, against 100 at the start · up 11.3% on a year ago · 8 reportingJun 2024 · trailing 12-month earnings per share at 83, against 100 at the start · down 4.8% on a year ago · 7 reportingSep 2024 · trailing 12-month earnings per share at 49, against 100 at the start · up 25.6% on a year ago · 8 reportingDec 2024 · trailing 12-month earnings per share at 92, against 100 at the start · up 88.8% on a year ago · 7 reportingMar 2025 · trailing 12-month earnings per share at 55, against 100 at the start · up 37.2% on a year ago · 8 reportingJun 2025 · trailing 12-month earnings per share at 84, against 100 at the start · up 16.1% on a year ago · 7 reportingSep 2025 · trailing 12-month earnings per share at 89, against 100 at the start · up 94.3% on a year ago · 7 reportingDec 2025 · trailing 12-month earnings per share at 114, against 100 at the start · up 4.5% on a year ago · 7 reportingMar 2026 · trailing 12-month earnings per share at 100, against 100 at the start · down 13.0% on a year ago · 7 reportingNot reported yet — earnings trail price by a quarter or two100 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
20020262025202420232022 369348 TRAILING 12-MONTH EPS · 100 AT THE START0100114Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 7 reportingJun 2022 · trailing 12-month earnings per share at 101, against 100 at the start · up 34.5% on a year ago · 7 reportingSep 2022 · trailing 12-month earnings per share at 99, against 100 at the start · no comparable year yet · 8 reportingDec 2022 · trailing 12-month earnings per share at 72, against 100 at the start · up 16.6% on a year ago · 7 reportingMar 2023 · trailing 12-month earnings per share at 72, against 100 at the start · down 28.6% on a year ago · 8 reportingJun 2023 · trailing 12-month earnings per share at 31, against 100 at the start · down 70.0% on a year ago · 7 reportingSep 2023 · trailing 12-month earnings per share at 8, against 100 at the start · down 96.3% on a year ago · 8 reportingDec 2023 · trailing 12-month earnings per share at 43, against 100 at the start · down 34.4% on a year ago · 7 reportingMar 2024 · trailing 12-month earnings per share at 37, against 100 at the start · up 11.3% on a year ago · 8 reportingJun 2024 · trailing 12-month earnings per share at 83, against 100 at the start · down 4.8% on a year ago · 7 reportingSep 2024 · trailing 12-month earnings per share at 49, against 100 at the start · up 25.6% on a year ago · 8 reportingDec 2024 · trailing 12-month earnings per share at 92, against 100 at the start · up 88.8% on a year ago · 7 reportingMar 2025 · trailing 12-month earnings per share at 55, against 100 at the start · up 37.2% on a year ago · 8 reportingJun 2025 · trailing 12-month earnings per share at 84, against 100 at the start · up 16.1% on a year ago · 7 reportingSep 2025 · trailing 12-month earnings per share at 89, against 100 at the start · up 94.3% on a year ago · 7 reportingDec 2025 · trailing 12-month earnings per share at 114, against 100 at the start · up 4.5% on a year ago · 7 reportingMar 2026 · trailing 12-month earnings per share at 100, against 100 at the start · down 13.0% on a year ago · 7 reportingNot reported yet — earnings trail price by a quarter or two100No earnings on file this far back — the price series reaches further than the filings do
Advertising Agencies, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 17 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

02 · sector relative strength, before individual stocks

Is Advertising Agencies outperforming S&P 500?

Advertising Agencies has outperformed S&P 500 by 72.8% over the last 52 weeks. Over 13 weeks the gap is a lead of 14.7%. 11 of 19 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. QMMM Holdings Limited is the strongest against the sector itself at +1192.2%.

+14.7%Sector vs S&P 500 · 13 weeks
+72.8%Sector vs S&P 500 · 52 weeks
11/19Stocks leading S&P 500
4/19Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: current leadership is concentrated, so durability matters more than rank.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Advertising Agencies has outperformed S&P 500 by 72.8% over 52 weeks and 14.7% over 13 weeks. 11 of 19 covered companies beat the S&P 500 on Mansfield relative strength, while 4 of 19 beat the sector itself. AppLovin Corporation leads with revenue of $6,164 million, based on 13 of 20 comparable companies through Mar 2026.

Companies
20
complete canonical membership
Combined market value
$200.1B
AppLovin Corporation
Revenue growing
11/13
positive TTM year-on-year growth
Beating S&P 500
11/19
positive Mansfield relative strength
Comparing 5 of 20
03 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Entravision Communications Corporation has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 57.6% evidence confidence.
Criteo S.A. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
Stagwell Inc. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Entravision Communications CorporationEVC 63.6/100Thin evidence · provisional58% evidence LEADER 26.2/35 Revenue 45.9% · PAT — · OPM change 68 pp 62% evidence 12.4/25 ROCE 6.4% · OPM 10.5% 76% evidence 8.5/20 P/E 365× · PEG — 15% evidence 16.5/20 RS sector 94% · RS bench 122.3% · 1Y 384.6%12 of 12 weeks ahead 70% evidence
Exact sum: 26.2 + 12.4 + 8.5 + 16.5 = 63.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
2AppLovin CorporationAPP 61.2/100Mixed-positive evidence71% evidence ASLEEP 30.3/35 Revenue 66.4% · PAT 100% · OPM change 5.7 pp 83% evidence 20.8/25 ROCE 27.4% · OPM 78.2% 76% evidence 9.6/20 P/E 34.2× · PEG — 15% evidence 0.5/20 RS sector -39.9% · RS bench -27.9% · 1Y -8%5 of 12 weeks ahead 100% evidence
Exact sum: 30.3 + 20.8 + 9.6 + 0.5 = 61.2 · Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -39.9% and the one-year return is -8%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.
3Magnite, Inc.MGNI 55.8/100Mixed-positive evidence64% evidence BREAKING OUT 20.6/35 Revenue 6.8% · PAT 100% · OPM change 5.6 pp 62% evidence 11.3/25 ROCE 8.1% · OPM 4.7% 76% evidence 10.6/20 P/E 10.8× · PEG — 15% evidence 13.3/20 RS sector -7.3% · RS bench 12.2% · 1Y -7.2%9 of 12 weeks ahead 100% evidence
Exact sum: 20.6 + 11.3 + 10.6 + 13.3 = 55.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
4Criteo S.A.CRTO 54.8/100Mixed-positive evidence72% evidence 12.9/35 Revenue — · PAT -19.2% · OPM change -8.3 pp 57% evidence 15.0/25 ROCE 12.2% · OPM 2.4% 76% evidence 16.1/20 P/E 7.8× · PEG 0.2 65% evidence 10.8/20 RS sector -16.5% · RS bench 1.2% · 1Y -6.6%3 of 11 weeks ahead 100% evidence
Exact sum: 12.9 + 15 + 16.1 + 10.8 = 54.8 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
5Stagwell Inc.STGW 51.0/100Thin evidence · provisional58% evidence TURNING 15.7/35 Revenue — · PAT — · OPM change -1.4 pp 45% evidence 8.4/25 ROCE 0.4% · OPM 1.4% 76% evidence 8.9/20 P/E 123.8× · PEG — 15% evidence 18.0/20 RS sector 14% · RS bench 35.7% · 1Y 67.2%6 of 12 weeks ahead 100% evidence
Exact sum: 15.7 + 8.4 + 8.9 + 18 = 51 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
6Ziff Davis, Inc.ZD 50.7/100Mixed-positive evidence81% evidence BREAKING OUT 11.9/35 Revenue 2.2% · PAT -50% · OPM change -4.2 pp 83% evidence 8.1/25 ROCE 0.1% · OPM 1.1% 76% evidence 14.4/20 P/E 36.8× · PEG 0.61 65% evidence 16.3/20 RS sector 4.4% · RS bench 24.2% · 1Y 51%10 of 12 weeks ahead 100% evidence
Exact sum: 11.9 + 8.1 + 14.4 + 16.3 = 50.7 · Decision use: Price leads the evidence: RS versus the benchmark is 24.2%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
7DoubleVerify Holdings, Inc.DV 49.3/100Mixed-negative evidence75% evidence FADING 23.3/35 Revenue 12.2% · PAT 8% · OPM change 4.5 pp 83% evidence 12.6/25 ROCE 1.4% · OPM 8.6% 76% evidence 8.0/20 P/E 29.7× · PEG 2.08 65% evidence 5.4/20 RS sector -21.1% · RS bench -4.1% · 1Y -19.8%1 of 12 weeks ahead 70% evidence
Exact sum: 23.3 + 12.6 + 8 + 5.4 = 49.3 · Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -21.1% and the one-year return is -19.8%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.
8QuinStreet, Inc.QNST 49.2/100Thin evidence · provisional58% evidence BREAKING OUT 20.0/35 Revenue 14.8% · PAT — · OPM change 1.2 pp 62% evidence 10.0/25 ROCE 2.9% · OPM 3% 76% evidence 10.8/20 P/E 10.5× · PEG — 15% evidence 8.4/20 RS sector -16.1% · RS bench 0.8% · 1Y 2.9%6 of 12 weeks ahead 70% evidence
Exact sum: 20 + 10 + 10.8 + 8.4 = 49.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9Advantage Solutions Inc.ADV 47.0/100Mixed-negative evidence64% evidence FADING 16.8/35 Revenue 1.8% · PAT — · OPM change 2.3 pp 62% evidence 6.7/25 ROCE 0.2% · OPM 0.5% 76% evidence 10.9/20 P/E 9.7× · PEG — 15% evidence 12.6/20 RS sector -0.6% · RS bench 19.6% · 1Y -9.3%10 of 12 weeks ahead 100% evidence
Exact sum: 16.8 + 6.7 + 10.9 + 12.6 = 47 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
10Fluent, Inc.FLNT 45.4/100Thin evidence · provisional55% evidence 18.6/35 Revenue -18.4% · PAT — · OPM change 4.1 pp 62% evidence 3.8/25 ROCE -17% · OPM -8.7% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 13.0/20 RS sector -0.2% · RS bench 16.5% · 1Y 47.4%1 of 10 weeks ahead 70% evidence
Exact sum: 18.6 + 3.8 + 10 + 13 = 45.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
11Omnicom Group Inc.OMC 43.6/100Thin evidence · provisional53% evidence TURNING 17.2/35 Revenue — · PAT — · OPM change -1.9 pp 32% evidence 11.4/25 ROCE 5% · OPM 10.4% 76% evidence 10.4/20 P/E 15.2× · PEG — 15% evidence 4.6/20 RS sector -20.8% · RS bench -4.8% · 1Y 12.2%0 of 12 weeks ahead 100% evidence
Exact sum: 17.2 + 11.4 + 10.4 + 4.6 = 43.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
12Clear Channel Outdoor Holdings, Inc.CCO 42.9/100Thin evidence · provisional58% evidence ASLEEP 14.6/35 Revenue 8.8% · PAT — · OPM change -2.9 pp 62% evidence 9.4/25 ROCE 1.2% · OPM 10.6% 76% evidence 9.1/20 P/E 55.3× · PEG — 15% evidence 9.8/20 RS sector -11.3% · RS bench 5.3% · 1Y 127.1%0 of 12 weeks ahead 70% evidence
Exact sum: 14.6 + 9.4 + 9.1 + 9.8 = 42.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
13The Trade Desk, Inc.TTD 42.0/100Mixed-negative evidence81% evidence ASLEEP 20.5/35 Revenue 15.5% · PAT 5.1% · OPM change 0.9 pp 83% evidence 12.9/25 ROCE 2.3% · OPM 9.7% 76% evidence 5.0/20 P/E 25.8× · PEG 3.52 65% evidence 3.6/20 RS sector -57.3% · RS bench -47.4% · 1Y -64.3%0 of 12 weeks ahead 100% evidence
Exact sum: 20.5 + 12.9 + 5 + 3.6 = 42 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
14Nexxen International Ltd.NEXN 37.9/100Mixed-negative evidence65% evidence BREAKING OUT 8.5/35 Revenue 1.4% · PAT -57.8% · OPM change -10 pp 83% evidence 6.5/25 ROCE -1% · OPM -5.6% 76% evidence 10.2/20 P/E 21.7× · PEG — 15% evidence 12.7/20 RS sector -0.6% · RS bench 19.4% · 1Y 8.6%10 of 12 weeks ahead 70% evidence
Exact sum: 8.5 + 6.5 + 10.2 + 12.7 = 37.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
15Emerald Holding, Inc.EEX 36.8/100Mixed-negative evidence65% evidence 9.6/35 Revenue 14% · PAT -375% · OPM change -11.7 pp 83% evidence 11.6/25 ROCE 2.1% · OPM 12.5% 76% evidence 8.7/20 P/E 169.7× · PEG — 15% evidence 6.9/20 RS sector -20.4% · RS bench -1.1% · 1Y 0.8%3 of 9 weeks ahead 70% evidence
Exact sum: 9.6 + 11.6 + 8.7 + 6.9 = 36.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
16Townsquare Media, Inc.TSQ 32.8/100Thin evidence · provisional58% evidence ASLEEP 10.7/35 Revenue -5.6% · PAT — · OPM change -8.5 pp 62% evidence 6.8/25 ROCE -0.3% · OPM -1.3% 76% evidence 11.3/20 P/E 6.5× · PEG — 15% evidence 4.0/20 RS sector -26% · RS bench -10.9% · 1Y -6.2%3 of 12 weeks ahead 70% evidence
Exact sum: 10.7 + 6.8 + 11.3 + 4 = 32.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
17Unitrend Entertainment Group LimitedINHI 55.3/100Thin evidence · provisional11% evidence 17.5/35 Revenue — · PAT — · OPM change — 0% evidence 17.8/25 ROCE 23.5% · OPM — 46% evidence 10.0/20 P/E — · PEG — 0% evidence 10.0/20 RS sector — · RS bench — · 1Y — 0% evidence
Exact sum: 17.5 + 17.8 + 10 + 10 = 55.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
18QMMM Holdings LimitedQMMM 48.2/100Thin evidence · provisional32% evidence 15.8/35 Revenue — · PAT — · OPM change -108.4 pp 10% evidence 5.4/25 ROCE -72.7% · OPM -114.9% 57% evidence 10.0/20 P/E — · PEG — 0% evidence 17.0/20 RS sector 1192.2% · RS bench 1390.4% · 1Y 1765.6%12 of 12 weeks ahead to 2025-09-26 70% evidence
Exact sum: 15.8 + 5.4 + 10 + 17 = 48.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
19WPP plcWPP 43.8/100Thin evidence · provisional38% evidence TURNING 16.7/35 Revenue — · PAT — · OPM change — 9% evidence 11.7/25 ROCE 0.8% · OPM — 46% evidence 9.3/20 P/E 51.1× · PEG — 15% evidence 6.1/20 RS sector -25.1% · RS bench -9.1% · 1Y -16.8%2 of 12 weeks ahead 100% evidence
Exact sum: 16.7 + 11.7 + 9.3 + 6.1 = 43.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
20National CineMedia, Inc.NCMI 35.8/100Thin evidence · provisional47% evidence TURNING 12.7/35 Revenue — · PAT — · OPM change -55.9 pp 32% evidence 4.9/25 ROCE -6.3% · OPM -79.1% 76% evidence 11.5/20 P/E 1.6× · PEG — 15% evidence 6.7/20 RS sector -19.7% · RS bench -3.2% · 1Y -6.3%5 of 12 weeks ahead 70% evidence
Exact sum: 12.7 + 4.9 + 11.5 + 6.7 = 35.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
Showing 10 of 20 companies
04 · what price has already done

Market action

QMMM Holdings Limited has the strongest one-year price move in Advertising Agencies at +1765.6%. It also leads on Mansfield relative strength against the S&P 500 at +1390.4%. 11 of 19 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · compare level, then change

Revenue Scale & Growth Durability

AppLovin Corporation has the highest Revenue among the 20 Advertising Agencies companies compared here, at $6,164 million. Advantage Solutions Inc. is next at $3,591 million. The same company also holds the highest Revenue growth, at 66.4%. 13 of 20 companies report a comparable reading, the latest through Mar 2026. Its Revenue series carries 19 reported observations across the 20-quarter window.

What the numbers say: AppLovin Corporation is the scale leader at $6,164 million, 71.7% ahead of Advantage Solutions Inc.. AppLovin Corporation's growth is 66.4% from a $6,164 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderAppLovin Corporation · $6,164 million
Gap71.7% versus #2 · Advantage Solutions Inc.
Persistence6/8 recent comparable periods
Coverage13/20 companies · 326 observations

Investor read: AppLovin Corporation is the scale benchmark; AppLovin Corporation is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: AppLovin Corporation's growth falls below AppLovin Corporation's for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenue · company comparison
13/20 level · 13/20 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
WPP plc WPP$6.9B-8.3%Dec 2025
Omnicom Group Inc. OMC$6.2B69%Jun 2026
AppLovin Corporation APP$1.8B59%Mar 2026
Advantage Solutions Inc. ADV$870M5.8%Mar 2026
Stagwell Inc. STGW$704M8.0%Jun 2026
The Trade Desk, Inc. TTD$689M12%Mar 2026
Criteo S.A. CRTO$425M-5.8%Mar 2026
Clear Channel Outdoor Holdings, Inc. CCO$374M12%Mar 2026
QuinStreet, Inc. QNST$346M28%Mar 2026
Ziff Davis, Inc. ZD$268M-1.8%Mar 2026
Entravision Communications Corporation EVC$197M114%Mar 2026
DoubleVerify Holdings, Inc. DV$181M9.7%Mar 2026
Magnite, Inc. MGNI$164M5.1%Mar 2026
Emerald Holding, Inc. EEX$155M4.7%Mar 2026
Townsquare Media, Inc. TSQ$97M-2.0%Mar 2026
Nexxen International Ltd. NEXN$87M12%Mar 2026
Fluent, Inc. FLNT$45M-18%Mar 2026
National CineMedia, Inc. NCMI$34M-35%Jun 2026
QMMM Holdings Limited QMMM$1M-50%Mar 2025
Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 19 companies with a series here. The remaining 7 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AppLovin Corporation · APP

$727M
$793M
$625M
$776M
$713M
$702M
$715M
$750M
$864M
$953M
$1.1B
$711M
$835M
$999M
$1.2B
$1.3B
$1.4B
$1.7B
$1.8B

Clear Channel Outdoor Holdings, Inc. · CCO

$596M
$743M
$526M
$643M
$503M
$562M
$437M
$531M
$527M
$632M
$327M
$376M
$375M
$427M
$334M
$403M
$406M
$462M
$374M

Criteo S.A. · CRTO

$509M
$653M
$511M
$495M
$447M
$564M
$445M
$469M
$469M
$566M
$450M
$471M
$459M
$553M
$451M
$483M
$470M
$425M

DoubleVerify Holdings, Inc. · DV

$83M
$106M
$97M
$110M
$112M
$134M
$123M
$134M
$144M
$172M
$141M
$156M
$170M
$191M
$165M
$189M
$189M
$206M
$181M

Entravision Communications Corporation · EVC

$199M
$234M
$197M
$222M
$241M
$296M
$239M
$74M
$77M
$78M
$78M
$83M
$97M
$107M
$92M
$101M
$121M
$134M
$197M

Magnite, Inc. · MGNI

$132M
$161M
$118M
$138M
$146M
$175M
$130M
$153M
$150M
$187M
$149M
$163M
$162M
$194M
$156M
$173M
$179M
$205M
$164M

Omnicom Group Inc. · OMC

$3.4B
$3.9B
$3.4B
$3.6B
$3.4B
$3.9B
$3.4B
$3.6B
$3.6B
$3.6B
$3.9B
$3.9B
$3.7B
$4.0B
$4.0B
$6.2B

QMMM Holdings Limited · QMMM

$2M
$2M
$1M
$1M
$2M
$1M
$1M

Stagwell Inc. · STGW

$467M
$612M
$643M
$673M
$664M
$708M
$622M
$632M
$618M
$655M
$670M
$671M
$711M
$789M
$652M
$707M
$743M
$807M
$704M

The Trade Desk, Inc. · TTD

$301M
$396M
$315M
$377M
$395M
$491M
$383M
$464M
$493M
$606M
$491M
$585M
$628M
$741M
$616M
$694M
$739M
$847M
$689M

WPP plc · WPP

$6.7B
$6.8B
$7.7B
$7.2B
$7.6B
$7.2B
$7.5B
$6.7B
$6.9B

Ziff Davis, Inc. · ZD

$355M
$409M
$315M
$337M
$342M
$397M
$307M
$326M
$341M
$390M
$314M
$321M
$354M
$413M
$273M
$352M
$364M
$407M
$268M

Revenue growth · reported quarter history

Showing the 12 largest of 19 companies with a series here. The remaining 7 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AppLovin Corporation · APP

16%
-1.9%
-11%
14%
-3.4%
21%
36%
48%
-5.2%
-3.4%
4.8%
9.6%
77%
68%
66%
59%

Clear Channel Outdoor Holdings, Inc. · CCO

21%
-16%
-24%
-17%
-17%
4.8%
12%
-25%
-29%
-29%
-32%
2.1%
7.2%
8.3%
8.2%
12%

Criteo S.A. · CRTO

-10%
-12%
-14%
-13%
-5.3%
4.9%
0.4%
1.1%
0.4%
-2.1%
-2.3%
0.2%
2.6%
2.4%
-5.8%

DoubleVerify Holdings, Inc. · DV

43%
35%
26%
27%
22%
29%
28%
15%
16%
18%
11%
17%
21%
11%
7.9%
9.7%

Entravision Communications Corporation · EVC

25%
21%
27%
21%
-67%
-68%
-74%
-67%
12%
26%
37%
18%
22%
25%
25%
114%

Magnite, Inc. · MGNI

20%
11%
8.7%
10%
11%
2.7%
6.9%
15%
6.5%
8.0%
3.7%
4.7%
6.1%
10%
5.7%
5.1%

Omnicom Group Inc. · OMC

-0.1%
0.2%
0.3%
1.0%
1.2%
3.9%
5.5%
6.8%
8.5%
1.6%
4.2%
4.0%
69%

QMMM Holdings Limited · QMMM

-50%
-50%
100%
0.0%
-50%

Stagwell Inc. · STGW

220%
42%
16%
-3.3%
-6.1%
-6.9%
-7.5%
7.7%
6.2%
15%
20%
-2.7%
5.4%
4.5%
2.3%
8.0%

The Trade Desk, Inc. · TTD

35%
31%
24%
22%
23%
25%
23%
28%
26%
27%
22%
25%
19%
18%
14%
12%

WPP plc · WPP

3.9%
10%
15%
6.9%
-0.7%
0.1%
-1.4%
-7.8%
-8.3%

Ziff Davis, Inc. · ZD

-1.2%
-3.7%
-2.9%
-2.5%
-3.3%
-0.3%
-1.8%
2.3%
-1.5%
3.8%
5.9%
-13%
9.7%
2.8%
-1.5%
-1.8%
06 · compare level, then change

Operating Economics & Margin Trend

AppLovin Corporation has the highest OPM among the 20 Advertising Agencies companies compared here, at 78.2%. Emerald Holding, Inc. is next at 12.5%. Entravision Communications Corporation has the highest Margin change at +68 percentage points, so level and change sit with different companies. 18 of 20 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: AppLovin Corporation leads opm at 78.2%; Entravision Communications Corporation leads margin change at +68 percentage points.

LeaderAppLovin Corporation · 78.2%
Gap525.6% versus #2 · Emerald Holding, Inc.
Persistence8/8 recent comparable periods
Coverage18/20 companies · 317 observations

Investor read: AppLovin Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
Operating margin · company comparison
18/20 level · 18/20 change
All-company data · latest reported quarter
CompanyOPMMargin changeReported
AppLovin Corporation APP78%+5.7 ppMar 2026
Emerald Holding, Inc. EEX13%−11.7 ppMar 2026
Clear Channel Outdoor Holdings, Inc. CCO11%−2.9 ppMar 2026
Entravision Communications Corporation EVC11%+68.0 ppMar 2026
Omnicom Group Inc. OMC10%−1.9 ppJun 2026
The Trade Desk, Inc. TTD9.7%+0.9 ppMar 2026
DoubleVerify Holdings, Inc. DV8.6%+4.5 ppMar 2026
Magnite, Inc. MGNI4.7%+5.6 ppMar 2026
QuinStreet, Inc. QNST3.0%+1.2 ppMar 2026
Criteo S.A. CRTO2.4%−8.3 ppMar 2026
Stagwell Inc. STGW1.4%−1.4 ppJun 2026
Ziff Davis, Inc. ZD1.1%−4.2 ppMar 2026
Advantage Solutions Inc. ADV0.5%+2.3 ppMar 2026
Townsquare Media, Inc. TSQ-1.3%−8.5 ppMar 2026
Nexxen International Ltd. NEXN-5.6%−10.0 ppMar 2026
Fluent, Inc. FLNT-8.7%+4.1 ppMar 2026
National CineMedia, Inc. NCMI-79%−55.9 ppJun 2026
QMMM Holdings Limited QMMM-115%−108.4 ppMar 2025
Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AppLovin Corporation · APP

6.2%
7.4%
-21%
6.9%
6.9%
-3.2%
8.5%
18%
22%
28%
32%
54%
64%
63%
73%
76%
77%
77%
78%

Clear Channel Outdoor Holdings, Inc. · CCO

8.1%
20%
-0.7%
11%
16%
15%
-2.1%
9.9%
13%
20%
13%
18%
18%
24%
14%
19%
20%
23%
11%

Criteo S.A. · CRTO

6.3%
10%
5.4%
-11%
1.0%
8.6%
-5.3%
0.2%
2.4%
16%
2.3%
7.8%
2.1%
17%
11%
6.3%
11%
2.4%

DoubleVerify Holdings, Inc. · DV

14%
15%
3.0%
12%
13%
21%
12%
11%
13%
22%
4.9%
7.1%
15%
20%
4.1%
7.2%
11%
18%
8.6%

Emerald Holding, Inc. · EEX

-9.3%
-16%
20%
9.5%
204%
28%
14%
-1.2%
-1.4%
20%
18%
7.4%
-6.5%
19%
24%
9.7%
-10%
-12%
13%

Entravision Communications Corporation · EVC

10%
5.3%
2.1%
6.1%
6.6%
2.3%
2.8%
-5.4%
-4.9%
-19%
-9.8%
-4.0%
7.8%
-45%
-58%
-0.8%
-7.5%
-15%
11%

Magnite, Inc. · MGNI

-18%
2.3%
-34%
-17%
-15%
-16%
-77%
-47%
-12%
19%
-9.3%
5.9%
9.3%
21%
-0.9%
13%
14%
25%
4.7%

Omnicom Group Inc. · OMC

16%
16%
10%
15%
16%
17%
10%
15%
16%
13%
13%
16%
12%
11%
13%
10%

QMMM Holdings Limited · QMMM

25%
26%
-46%
-47%
-6.5%
-220%
-115%

Stagwell Inc. · STGW

-4.2%
5.5%
8.5%
7.2%
11%
-2.0%
2.6%
3.4%
5.5%
2.9%
3.9%
3.3%
5.9%
5.5%
2.8%
3.3%
8.2%
7.0%
1.4%

The Trade Desk, Inc. · TTD

27%
-6.4%
-5.4%
0.5%
7.3%
20%
-6.1%
9.0%
7.6%
24%
5.8%
16%
17%
26%
8.8%
17%
22%
30%
9.7%

Ziff Davis, Inc. · ZD

13%
21%
9.7%
14%
8.5%
24%
8.6%
12%
-3.9%
21%
11%
8.9%
-8.3%
19%
5.3%
9.5%
7.8%
21%
1.1%

Margin change · reported quarter history

Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AppLovin Corporation · APP

+1.7 pp
+0.7 pp
−10.6 pp
+29.0 pp
+10.6 pp
+14.7 pp
+31.5 pp
+23.6 pp
+36.6 pp
+42.4 pp
+34.6 pp
+40.4 pp
+22.0 pp
+12.8 pp
+14.0 pp
+5.7 pp

Clear Channel Outdoor Holdings, Inc. · CCO

+8.5 pp
+7.9 pp
−4.3 pp
−1.4 pp
−1.1 pp
−2.8 pp
+4.5 pp
+15.5 pp
+8.3 pp
+4.6 pp
+3.8 pp
+0.1 pp
+1.0 pp
+2.1 pp
−0.2 pp
−2.9 pp

Criteo S.A. · CRTO

−15.0 pp
−5.3 pp
−1.5 pp
−10.7 pp
+11.6 pp
+1.4 pp
+7.0 pp
+7.6 pp
+7.6 pp
−0.3 pp
+1.5 pp
+8.4 pp
−1.5 pp
+8.9 pp
−8.3 pp

DoubleVerify Holdings, Inc. · DV

+25.0 pp
−1.4 pp
+6.2 pp
+9.4 pp
−1.1 pp
−0.1 pp
+0.5 pp
−7.5 pp
−3.8 pp
+2.5 pp
−1.6 pp
−0.8 pp
+0.1 pp
−4.0 pp
−1.9 pp
+4.5 pp

Emerald Holding, Inc. · EEX

+219.5 pp
+213.3 pp
+44.1 pp
−5.8 pp
−10.7 pp
−205.4 pp
−8.7 pp
+4.5 pp
+8.6 pp
−5.1 pp
−0.6 pp
+6.0 pp
+2.3 pp
−3.6 pp
−30.8 pp
−11.7 pp

Entravision Communications Corporation · EVC

−3.0 pp
−3.7 pp
−3.0 pp
+0.7 pp
−11.5 pp
−11.5 pp
−21.7 pp
−12.6 pp
+1.4 pp
+12.7 pp
−26.0 pp
−47.7 pp
+3.2 pp
−15.3 pp
+30.0 pp
+68.0 pp

Magnite, Inc. · MGNI

+24.1 pp
+3.7 pp
−18.6 pp
−43.5 pp
−30.2 pp
+2.6 pp
+35.1 pp
+67.9 pp
+53.0 pp
+21.2 pp
+1.9 pp
+8.4 pp
+6.8 pp
+4.7 pp
+4.6 pp
+5.6 pp

Omnicom Group Inc. · OMC

−0.7 pp
+0.1 pp
+0.5 pp
−0.3 pp
+0.1 pp
−0.2 pp
+3.1 pp
−2.1 pp
−0.2 pp
−0.9 pp
−2.3 pp
−2.4 pp
−1.9 pp

QMMM Holdings Limited · QMMM

−71.2 pp
−73.0 pp
+39.7 pp
−173.5 pp
−108.4 pp

Stagwell Inc. · STGW

−4.5 pp
+14.8 pp
−7.5 pp
−5.9 pp
−3.8 pp
−5.1 pp
+4.9 pp
+1.3 pp
−0.1 pp
+0.4 pp
+2.6 pp
−1.1 pp
0.0 pp
+2.3 pp
+1.5 pp
−1.4 pp

The Trade Desk, Inc. · TTD

−21.6 pp
−19.4 pp
+26.8 pp
−0.7 pp
+8.5 pp
+0.3 pp
+3.4 pp
+11.9 pp
+7.2 pp
+9.7 pp
+2.6 pp
+3.0 pp
+0.6 pp
+4.5 pp
+3.9 pp
+0.9 pp

Ziff Davis, Inc. · ZD

+10.7 pp
−4.2 pp
+2.7 pp
−1.1 pp
−1.7 pp
−12.4 pp
−2.9 pp
+2.8 pp
−3.0 pp
−4.4 pp
−1.7 pp
−6.1 pp
+0.6 pp
+16.1 pp
+2.2 pp
−4.2 pp
07 · compare level, then change

Profit Scale & Acceleration

AppLovin Corporation has the highest Net profit among the 20 Advertising Agencies companies compared here, at $3,964 million. The Trade Desk, Inc. is next at $433 million. The same company also holds the highest Profit growth, at the 100% top of the scoring scale. 14 of 20 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: AppLovin Corporation leads with $3,964 million of TTM profit, 815.5% above The Trade Desk, Inc.. AppLovin Corporation shows ≥100% on the scoring scale (106.6% uncapped) growth from a $3,964 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderAppLovin Corporation · $3,964 million
Gap815.5% versus #2 · The Trade Desk, Inc.
Persistence8/8 recent comparable periods
Coverage14/20 companies · 333 observations

Investor read: AppLovin Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
3Magnite, Inc. MGNI$158M
4Criteo S.A. CRTO$118M
Profit growthfastest growers
4Criteo S.A. CRTO-19%
Net profit · company comparison
14/20 level · 7/20 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
AppLovin Corporation APP$1.2B109%Mar 2026
Omnicom Group Inc. OMC$420M39%Jun 2026
The Trade Desk, Inc. TTD$40M-22%Mar 2026
Ziff Davis, Inc. ZD$21M-38%Mar 2026
Entravision Communications Corporation EVC$12M-200%Mar 2026
Criteo S.A. CRTO$9M-78%Mar 2026
Emerald Holding, Inc. EEX$7M-53%Mar 2026
QuinStreet, Inc. QNST$7M75%Mar 2026
DoubleVerify Holdings, Inc. DV$6M200%Mar 2026
Magnite, Inc. MGNI$4M242%Mar 2026
Townsquare Media, Inc. TSQ$3M-120%Mar 2026
QMMM Holdings Limited QMMM$-1MMar 2025
Nexxen International Ltd. NEXN$-5M-350%Mar 2026
Fluent, Inc. FLNT$-5M-263%Mar 2026
Stagwell Inc. STGW$-14M6.3%Jun 2026
National CineMedia, Inc. NCMI$-29M4.2%Jun 2026
Clear Channel Outdoor Holdings, Inc. CCO$-48M-176%Mar 2026
Advantage Solutions Inc. ADV$-72M-1,089%Mar 2026
WPP plc WPP$-242M-163%Dec 2025
Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 19 companies with a series here. The remaining 7 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AppLovin Corporation · APP

$0M
$31M
$-115M
$-22M
$24M
$-80M
$-5M
$80M
$109M
$172M
$236M
$310M
$434M
$599M
$576M
$820M
$836M
$1.1B
$1.2B

Clear Channel Outdoor Holdings, Inc. · CCO

$-41M
$66M
$-90M
$-65M
$-39M
$99M
$-35M
$-37M
$-263M
$20M
$-89M
$-39M
$-32M
$-17M
$63M
$11M
$-59M
$10M
$-48M

Criteo S.A. · CRTO

$24M
$75M
$21M
$-33M
$7M
$16M
$-12M
$-2M
$7M
$62M
$9M
$28M
$6M
$72M
$40M
$23M
$40M
$46M
$9M

DoubleVerify Holdings, Inc. · DV

$8M
$28M
$5M
$10M
$10M
$18M
$12M
$13M
$13M
$33M
$7M
$7M
$18M
$23M
$2M
$9M
$10M
$29M
$6M

Entravision Communications Corporation · EVC

$14M
$4M
$2M
$8M
$9M
$1M
$2M
$-6M
$-6M
$-13M
$-8M
$4M
$-11M
$-56M
$-48M
$-4M
$-10M
$-17M
$12M

Magnite, Inc. · MGNI

$-24M
$0M
$-45M
$-25M
$-24M
$-36M
$-99M
$-74M
$-17M
$31M
$-18M
$-1M
$5M
$36M
$-10M
$11M
$20M
$123M
$4M

Omnicom Group Inc. · OMC

$-2M
$-5M
$195M
$-2M
$-1M
$-3M
$0M
$-1M
$-2M
$-2M
$-1M
$345M
$410M
$-2M
$303M
$278M
$355M
$-1M
$420M

QMMM Holdings Limited · QMMM

$0M
$0M
$-1M
$-1M
$0M
$-1M
$-1M

Stagwell Inc. · STGW

$8M
$5M
$34M
$25M
$35M
$-28M
$-3M
$-5M
$3M
$46M
$-1M
$-4M
$14M
$16M
$-5M
$-5M
$24M
$17M
$-14M

The Trade Desk, Inc. · TTD

$59M
$-27M
$-15M
$-19M
$16M
$71M
$9M
$33M
$39M
$97M
$32M
$85M
$94M
$182M
$51M
$90M
$116M
$187M
$40M

WPP plc · WPP

$433M
$301M
$474M
$149M
$48M
$246M
$383M
$70M
$-242M

Ziff Davis, Inc. · ZD

$49M
$739M
$25M
$-46M
$18M
$67M
$-8M
$17M
$-31M
$63M
$11M
$37M
$-49M
$64M
$34M
$26M
$-4M
$0M
$21M

Profit growth · reported quarter history

Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AppLovin Corporation · APP

-257%
-358%
354%
288%
298%
248%
144%
165%
93%
84%
109%

Clear Channel Outdoor Holdings, Inc. · CCO

50%
-80%
-185%
-176%

Criteo S.A. · CRTO

-320%
-71%
-79%
-157%
0.0%
288%
-14%
16%
344%
-18%
567%
-36%
-78%

DoubleVerify Holdings, Inc. · DV

25%
-36%
140%
30%
30%
83%
-42%
-46%
38%
-30%
-71%
29%
-44%
26%
200%

Emerald Holding, Inc. · EEX

-56%
-88%
-42%
57%
-200%
0.0%
36%
-327%
-53%

Entravision Communications Corporation · EVC

-20%
-36%
-75%
0.0%
-175%
-167%
-1,400%
-500%
-200%

Magnite, Inc. · MGNI

-168%
16%
300%
242%

Omnicom Group Inc. · OMC

-101%
-100%
-19%
-13%
39%

Stagwell Inc. · STGW

32%
338%
-660%
-109%
-120%
-91%
367%
-65%
71%
6.3%

The Trade Desk, Inc. · TTD

-140%
-73%
144%
37%
256%
158%
141%
88%
59%
5.9%
23%
2.8%
-22%

WPP plc · WPP

60%
4.9%
9.5%
-51%
-90%
65%
698%
-72%
-163%

Ziff Davis, Inc. · ZD

-63%
-91%
-132%
-272%
-6.0%
118%
1.6%
209%
-30%
-100%
-38%
08 · compare level, then change

Return On Capital Employed

AppLovin Corporation has the highest ROCE among the 20 Advertising Agencies companies compared here, at 27.4%. Unitrend Entertainment Group Limited is next at 23.5%. Entravision Communications Corporation has the highest ROCE change at +18.1 percentage points, so level and change sit with different companies. 20 of 20 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: AppLovin Corporation leads ROCE at 27.4%, 3.9 percentage points above Unitrend Entertainment Group Limited. Entravision Communications Corporation has the strongest latest improvement at +18.1 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderAppLovin Corporation · 27.4%
Gap16.6% versus #2 · Unitrend Entertainment Group Limited
Persistence8/8 recent comparable periods
Coverage20/20 companies · 343 observations

Investor read: AppLovin Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
Return on capital · company comparison
20/20 level · 20/20 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
AppLovin Corporation APP27%+8.3 ppMar 2026
Criteo S.A. CRTO12%−2.9 ppMar 2026
Magnite, Inc. MGNI8.1%+2.5 ppMar 2026
Entravision Communications Corporation EVC6.4%+18.1 ppMar 2026
Omnicom Group Inc. OMC5.0%+1.5 ppJun 2026
QuinStreet, Inc. QNST2.9%+0.9 ppMar 2026
The Trade Desk, Inc. TTD2.3%+0.3 ppMar 2026
Emerald Holding, Inc. EEX2.1%−2.0 ppMar 2026
DoubleVerify Holdings, Inc. DV1.4%+0.8 ppMar 2026
Clear Channel Outdoor Holdings, Inc. CCO1.2%−0.1 ppMar 2026
WPP plc WPP0.8%−3.6 ppDec 2025
Stagwell Inc. STGW0.4%−0.5 ppJun 2026
Advantage Solutions Inc. ADV0.2%+0.7 ppMar 2026
Ziff Davis, Inc. ZD0.1%−0.4 ppMar 2026
Townsquare Media, Inc. TSQ-0.3%−1.7 ppMar 2026
Nexxen International Ltd. NEXN-1.0%−1.6 ppMar 2026
National CineMedia, Inc. NCMI-6.3%−3.6 ppJun 2026
Fluent, Inc. FLNT-17%+8.3 ppMar 2026
QMMM Holdings Limited QMMM-73%−154.4 ppMar 2025
Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 19 companies with a series here. The remaining 7 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AppLovin Corporation · APP

1.6%
1.7%
-3.4%
1.1%
1.1%
-0.4%
1.1%
2.6%
3.9%
5.6%
6.9%
8.2%
12%
14%
19%
20%
22%
24%
27%

Clear Channel Outdoor Holdings, Inc. · CCO

1.1%
3.3%
-0.1%
1.7%
2.0%
2.1%
-0.2%
1.3%
1.8%
3.2%
1.1%
1.8%
1.8%
2.7%
1.3%
2.2%
2.3%
3.2%
1.2%

Criteo S.A. · CRTO

12%
11%
11%
5.5%
3.1%
1.8%
-1.8%
2.9%
3.3%
6.1%
8.5%
12%
11%
12%
15%
14%
17%
15%
12%

DoubleVerify Holdings, Inc. · DV

1.9%
2.4%
0.4%
1.6%
1.7%
3.2%
1.6%
1.5%
1.8%
3.5%
0.6%
1.0%
2.2%
3.3%
0.6%
1.1%
1.8%
3.1%
1.4%

Entravision Communications Corporation · EVC

3.5%
2.0%
0.7%
2.2%
2.5%
1.1%
1.1%
-0.7%
-0.6%
-2.5%
-1.3%
-0.6%
1.4%
-9.5%
-12%
-0.2%
-2.3%
-6.0%
6.4%

Magnite, Inc. · MGNI

-2.3%
-2.5%
-4.0%
-4.5%
-4.5%
-6.6%
-11%
-16%
-16%
-12%
-5.3%
1.0%
3.5%
3.8%
5.6%
6.5%
7.1%
7.4%
8.1%

Omnicom Group Inc. · OMC

4.6%
5.1%
2.9%
4.6%
4.7%
5.3%
2.9%
4.7%
4.8%
5.4%
4.0%
4.2%
4.7%
5.5%
3.5%
3.5%
4.1%
-5.1%
3.4%
5.0%

QMMM Holdings Limited · QMMM

232%
87%
171%
82%
-30%
-73%

Stagwell Inc. · STGW

-1.0%
2.0%
3.0%
2.6%
2.5%
-0.5%
0.6%
0.8%
1.2%
0.8%
1.0%
0.8%
1.6%
1.8%
0.7%
0.9%
2.2%
2.1%
0.4%
0.4%

The Trade Desk, Inc. · TTD

6.0%
-1.7%
-1.1%
0.1%
1.6%
4.9%
-1.1%
1.9%
1.7%
6.1%
1.3%
3.8%
4.1%
7.0%
2.0%
4.1%
5.5%
8.4%
2.3%

WPP plc · WPP

3.1%
3.1%
2.2%
2.2%
3.6%
3.6%
1.3%
1.3%
1.0%
1.0%
1.9%
1.9%
4.4%
4.4%
1.1%
1.1%
0.8%
0.8%

Ziff Davis, Inc. · ZD

1.7%
2.8%
1.0%
1.6%
1.0%
2.9%
0.8%
1.3%
-0.4%
2.6%
1.2%
0.9%
-1.0%
2.7%
0.5%
1.1%
1.0%
3.2%
0.1%

ROCE change · reported quarter history

Showing the 12 largest of 19 companies with a series here. The remaining 7 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AppLovin Corporation · APP

−0.5 pp
−2.1 pp
+4.5 pp
+1.5 pp
+2.8 pp
+6.0 pp
+5.8 pp
+5.6 pp
+8.2 pp
+8.0 pp
+12.2 pp
+12.2 pp
+9.6 pp
+10.2 pp
+8.3 pp

Clear Channel Outdoor Holdings, Inc. · CCO

+0.9 pp
−1.2 pp
−0.1 pp
−0.4 pp
−0.2 pp
+1.1 pp
+1.3 pp
+0.5 pp
0.0 pp
−0.5 pp
+0.2 pp
+0.4 pp
+0.5 pp
+0.5 pp
−0.1 pp

Criteo S.A. · CRTO

−8.7 pp
−9.5 pp
−12.7 pp
−2.6 pp
+0.2 pp
+4.3 pp
+10.3 pp
+8.7 pp
+8.1 pp
+6.2 pp
+6.6 pp
+2.5 pp
+5.4 pp
+2.5 pp
−2.9 pp

DoubleVerify Holdings, Inc. · DV

−0.2 pp
+0.8 pp
+1.2 pp
−0.1 pp
+0.1 pp
+0.3 pp
−1.0 pp
−0.5 pp
+0.4 pp
−0.2 pp
0.0 pp
+0.1 pp
−0.4 pp
−0.2 pp
+0.8 pp

Entravision Communications Corporation · EVC

−1.0 pp
−0.9 pp
+0.4 pp
−2.9 pp
−3.1 pp
−3.6 pp
−2.4 pp
+0.1 pp
+2.0 pp
−7.0 pp
−10.4 pp
+0.4 pp
−3.7 pp
+3.5 pp
+18.1 pp

Magnite, Inc. · MGNI

−2.2 pp
−4.1 pp
−7.4 pp
−11.3 pp
−11.6 pp
−4.9 pp
+6.1 pp
+16.8 pp
+19.6 pp
+15.3 pp
+10.9 pp
+5.5 pp
+3.6 pp
+3.6 pp
+2.5 pp

Omnicom Group Inc. · OMC

+0.1 pp
+0.2 pp
0.0 pp
+0.1 pp
+0.1 pp
+0.1 pp
+1.1 pp
−0.5 pp
−0.1 pp
+0.1 pp
−0.5 pp
−0.7 pp
−0.6 pp
−10.6 pp
−0.1 pp
+1.5 pp

QMMM Holdings Limited · QMMM

−61.3 pp
−5.0 pp
−200.7 pp
−154.4 pp

Stagwell Inc. · STGW

+3.5 pp
−2.5 pp
−2.4 pp
−1.8 pp
−1.3 pp
+1.3 pp
+0.4 pp
0.0 pp
+0.4 pp
+1.0 pp
−0.3 pp
+0.1 pp
+0.6 pp
+0.3 pp
−0.3 pp
−0.5 pp

The Trade Desk, Inc. · TTD

−4.4 pp
+6.6 pp
0.0 pp
+1.8 pp
+0.1 pp
+1.2 pp
+2.4 pp
+1.9 pp
+2.4 pp
+0.9 pp
+0.7 pp
+0.3 pp
+1.4 pp
+1.4 pp
+0.3 pp

WPP plc · WPP

+0.5 pp
+0.5 pp
−0.9 pp
−0.9 pp
−2.6 pp
−2.6 pp
+0.6 pp
+0.6 pp
+3.4 pp
+3.4 pp
−0.8 pp
−0.8 pp
−3.6 pp
−3.6 pp

Ziff Davis, Inc. · ZD

−0.7 pp
+0.1 pp
−0.2 pp
−0.3 pp
−1.4 pp
−0.3 pp
+0.4 pp
−0.4 pp
−0.6 pp
+0.1 pp
−0.7 pp
+0.2 pp
+2.0 pp
+0.5 pp
−0.4 pp
09 · compare level, then change

Valuation Against Growth & Quality

Criteo S.A. has the lowest PEG among the 20 Advertising Agencies companies compared here, at 0.2×. Ziff Davis, Inc. is next at 0.61×. National CineMedia, Inc. has the lowest P/E at 1.59×, so level and change sit with different companies. 4 of 20 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Criteo S.A. has the lowest comparable PEG at 0.2×, 67.2% below Ziff Davis, Inc.. Only 4 of 20 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderCriteo S.A. · 0.2×
Gap67.2% versus #2 · Ziff Davis, Inc.
Persistence0/8 recent comparable periods
Coverage4/20 companies · 11 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
Valuation · company comparison
4/20 level · 17/20 change
All-company data · latest reported quarter
CompanyPEGP/EReported
The Trade Desk, Inc. TTD3.525.8Mar 2026
DoubleVerify Holdings, Inc. DV2.129.7Mar 2026
Omnicom Group Inc. OMC1.915.2Jun 2026
Ziff Davis, Inc. ZD0.636.8Mar 2026
Criteo S.A. CRTO0.27.8Mar 2026
AppLovin Corporation APP34.2Mar 2026
WPP plc WPP51.1Dec 2025
Magnite, Inc. MGNI10.8Mar 2026
Stagwell Inc. STGW123.8Jun 2026
Clear Channel Outdoor Holdings, Inc. CCO55.3Mar 2026
Entravision Communications Corporation EVC365.0Mar 2026
Emerald Holding, Inc. EEX169.7Mar 2026
QuinStreet, Inc. QNST10.5Mar 2026
Nexxen International Ltd. NEXN21.7Mar 2026
Advantage Solutions Inc. ADV9.7Mar 2026
National CineMedia, Inc. NCMI1.6Jun 2026
Townsquare Media, Inc. TSQ6.5Mar 2026
Full 20-quarter history · every available company

PEG · reported quarter history

Criteo S.A. · CRTO

0.2
0.2

DoubleVerify Holdings, Inc. · DV

3.0
3.3
2.9
2.1

Omnicom Group Inc. · OMC

1.9

The Trade Desk, Inc. · TTD

1.3
2.7
3.5

Ziff Davis, Inc. · ZD

0.6

P/E · reported quarter history

Showing the 12 largest of 17 companies with a series here. The remaining 5 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AppLovin Corporation · APP

1,047.3
428.8
133.2
40.7
41.2
35.4
39.6
71.5
47.8
49.7
87.2
69.1
34.2

Clear Channel Outdoor Holdings, Inc. · CCO

39.0
55.3

Criteo S.A. · CRTO

21.1
17.6
12.5
17.5
24.3
175.3
259.7
213.3
26.8
26.8
20.9
22.2
19.6
13.5
9.3
7.0
7.5
7.8

DoubleVerify Holdings, Inc. · DV

683.2
184.9
148.1
73.1
85.5
87.8
104.0
129.7
87.3
89.7
92.5
55.6
45.5
60.0
47.8
51.6
47.9
38.1
29.7

Emerald Holding, Inc. · EEX

56.3
7.7
13.3
29.3
131.0
97.0
169.7

Entravision Communications Corporation · EVC

13.4
20.6
22.1
15.2
14.7
22.9
28.8
48.8
365.0

Magnite, Inc. · MGNI

35,488.1
-8.1
113.1
98.3
78.9
53.5
16.1
10.8

Omnicom Group Inc. · OMC

11.3
11.2
14.1
10.4
10.1
34.4
14.2
14.0
10.8
12.5
13.1
12.4
19.1
11.5
15.3
14.2
15.2

Stagwell Inc. · STGW

103.4
41.8
25.7
51.8
123.7
329.0
93.8
61.1
89.9
123.8

The Trade Desk, Inc. · TTD

121.2
327.3
329.8
598.4
407.6
406.1
297.0
252.1
199.9
218.6
195.3
179.8
150.7
66.7
86.7
56.3
42.2
25.8

WPP plc · WPP

21.4
21.3
18.6
15.2
12.8
13.3
17.5
16.9
24.8
73.9
52.3
38.9
22.5
16.6
14.0
14.7
51.1

Ziff Davis, Inc. · ZD

87.4
13.2
12.2
10.0
8.9
56.9
134.6
36.3
73.2
75.5
52.1
34.0
41.2
38.3
22.6
20.1
15.1
30.6
36.8
10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Advertising Agencies comparison names 5 specific ways its own evidence can mislead, all listed below. 2 of the 20 companies report on an older date than the sector's freshest reporters, so their ranks are marked stale. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
  • 2 companies have older fundamental reporting dates than the sector’s freshest reporters; their ranks carry a stale marker.
11 · evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 20 Advertising Agencies companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-08-04 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
12 · questions investors ask, short speakable answers

Advertising Agencies company comparison FAQs

These 22 answers restate the Advertising Agencies comparison above in question form. Every one is computed from the same 20 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

Is the Advertising Agencies sector outperforming S&P 500?

Advertising Agencies has outperformed S&P 500 by 72.8% over 52 weeks and 14.7% over 13 weeks. 11 of 19 covered companies beat the S&P 500 on Mansfield relative strength, while 4 of 19 beat the sector itself.

Which Advertising Agencies company is largest by revenue?

AppLovin Corporation leads with revenue of $6,164 million, based on 13 of 20 comparable companies through Mar 2026.

Which Advertising Agencies company is growing fastest?

AppLovin Corporation has the fastest current revenue growth at 66.4%, across 13 of 20 comparable companies.

Which Advertising Agencies company has the strongest 4-Factor Sector Score?

Entravision Communications Corporation ranks first at 63.6/100 with 57.6% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Advertising Agencies company has the lowest comparable PEG?

Criteo S.A. has the lowest comparable PEG at 0.2, among 4 of 20 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Advertising Agencies comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Which Advertising Agencies company is the biggest?

AppLovin Corporation is the largest, with trailing-twelve-month revenue of $6,164 million, ahead of Advantage Solutions Inc. at $3,591 million. That covers 13 of 20 companies with comparable reporting through Mar 2026.

Which Advertising Agencies company has the best profit margins?

AppLovin Corporation has the highest operating margin at 78.2%, from 18 of 20 comparable companies. Entravision Communications Corporation shows the biggest recent improvement, at +68 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Advertising Agencies company makes the most profit?

AppLovin Corporation earns the most, at $3,964 million of trailing-twelve-month net profit, from 14 of 20 comparable companies. AppLovin Corporation has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Advertising Agencies company earns the highest return on capital?

AppLovin Corporation leads on return on capital employed at 27.4%, across 20 of 20 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Advertising Agencies stock is the cheapest?

On PEG — where a LOWER number is cheaper — Criteo S.A. screens cheapest at 0.2×. Only 4 of 20 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Is the Advertising Agencies sector beating the market?

Advertising Agencies has outperformed S&P 500 by 72.8% over the last 52 weeks and 14.7% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 11 of 19 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Advertising Agencies stock has the strongest price momentum?

QMMM Holdings Limited has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Advertising Agencies company scores highest for research priority?

Entravision Communications Corporation scores 63.6 out of 100 with 57.6% evidence confidence, from 26.2 points on growth and earnings, 12.4 on capital efficiency, 8.5 on valuation and 16.5 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Advertising Agencies companies does this comparison cover, and over what period?

It compares 20 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Advertising Agencies sector?

The 20 Advertising Agencies companies on this page carry $200,094 million of combined market value. AppLovin Corporation is the largest at $140,994 million, about 70% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

What is the Advertising Agencies sector's P/E ratio?

The median price-to-earnings ratio across the 20 Advertising Agencies companies on this page is 25.8×, measured on the 17 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-08-04.

How is the Advertising Agencies sector performing?

11 of the 19 covered Advertising Agencies companies are beating S&P 500 on Mansfield relative strength. The sector itself is 72.8% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

How many Advertising Agencies stocks are listed in the US?

This comparison covers 20 listed Advertising Agencies companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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