Digital Consumer Advertising

Digital Consumer Advertising
  • Pininvest Analysis

According to Ad Age, organic growth in the United States for the five largest agency companies declined 0.1 percent in 2017, while U.S. revenue for top consultancies– including Cognizant Interactive – “surged 32.3 percent in 2017”

In effect, the lines between agencies, marketing firms and digital technology consultancies have become blurred with the diversification of the major agency networks in digital technologies

Internal growth has been successuful for IBM iX (est. revenue $3bn), PwC Digital Services (est. revenue $3.3bn) or Accenture Interactive (est. revenue $4.4bn)

Acquisition of consultancies , such as SapientRazorfish by Publicis, has proven equally sucessful, putting into doubt the new WPP management decision to sell its  20% stake in Globant

Majors without proper quote or liquidity on the US exchanges have been excluded from our theme - Deloitte Digital (est.rev. $2.3bn), Dentsu (Japan, est.rev. $2.38bn), Bluefocus Communication Group (China, est.rev. $1.9bn) or Tata Consulting - but should be considered in their own right

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Digital Consumer Advertising • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Momentum Vol. Risk Contrib. MDD
 
Accenture ACN NYSE Services Consulting & Outsourcing USD 250.90 167 B 40.8% Neutral 41%   6% -24%
Alliance Data Systems ADS NYSE Technology Data Processing & Data Analytics (EDP) USD 96.50 4.6 B 13.1% Strong Up 104%   13% -74%
Amazon.com AMZN NASDAQ Services E-commerce Services USD 3,092.93 1,552 B 64.2% Neutral 38%   3% -16%
Cognizant Technology Solutions CTSH NASDAQ Technology Information Systems & Network Software USD 73.48 39 B 21.7% Weak Down 48%   7% -33%
EPAM Systems, Inc. EPAM NYSE Technology Software - Product Development USD 373.61 21 B 67.4% Neutral 55%   7% -32%
Facebook FB NASDAQ Services On-line Content Services USD 257.62 734 B 33.8% Neutral 46%   5% -19%
Globant GLOB NYSE Technology Software - Business Process Mngt USD 214.72 8.0 B 90.0% Weak Up 62%   8% -41%
IBM Corp. IBM NYSE Technology Information Systems & Network Software USD 118.93 106 B -4.9% Neutral 41%   6% -29%
Infosys (ADR) INFY NYSE Technology Data Processing & Data Analytics (EDP) USD 17.12 75 B 72.9% Neutral 44%   6% -34%
Interpublic Group of Companies IPG NYSE Services Advertising & B-to-B Media USD 26.12 10 B 27.1% Neutral 58%   9% -42%
Omnicom Group Inc. OMC NYSE Services Advertising & B-to-B Media USD 68.73 15 B 3.0% Weak Up 50%   7% -33%
Publicis PUBGY OTC Services Advertising & B-to-B Media USD 14.65 - 57.2% Weak Up 54%   7% -40%
Vivendi VIVHY OTC Services Media - Major USD 34.60 - 39.3% Weak Up 40%   5% -28%
Wipro (ADR) WIT NYSE Technology Data Processing & Data Analytics (EDP) USD 6.13 37 B 78.1% Neutral 39%   4% -28%
WPP plc WPP NYSE Services Advertising & B-to-B Media USD 59.49 16 B 29.6% Weak Up 57%   8% -44%