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. Vol. Risk Contrib. MDD
 
Accenture Plc. ACN NYSE Technology Software - Business Applications USD 184.90 124 B 19.7% 20%   7% -23%
Alliance Data Systems ADS NYSE Technology Data Processing & Data Analytics (EDP) USD 134.42 7.0 B -41.1% 33%   4% -46%
Amazon.com AMZN NASDAQ Services E-commerce Services USD 1,878.27 925 B 11.1% 35%   11% -34%
Cognizant Technology Solutions CTSH NASDAQ Technology Information Systems & Network Software USD 63.16 36 B -18.5% 27%   5% -32%
EPAM Systems, Inc. EPAM NYSE Technology Software - Product Development USD 170.49 9.3 B 39.3% 30%   12% -26%
Facebook FB NASDAQ Services On-line Content Services USD 188.84 539 B -5.1% 39%   7% -43%
Globant GLOB NYSE Technology Software - Business Applications USD 101.00 3.6 B 82.0% 38%   19% -28%
Infosys INFY NYSE Technology Data Processing & Data Analytics (EDP) USD 10.65 46 B 17.0% 22%   5% -15%
International Business Machines Corp. IBM NYSE Technology Information Systems & Network Software USD 138.36 123 B 4.0% 24%   5% -30%
Interpublic Group of Companies IPG NYSE Services Advertising & B-to-B Media USD 22.37 8.7 B -1.5% 26%   5% -20%
Omnicom Group Inc. OMC NYSE Services Advertising & B-to-B Media USD 80.29 18 B 10.3% 23%   4% -14%
Publicis PUBGY OTC Services Advertising & B-to-B Media USD 13.35 - -18.9% 27%   4% -28%
Vivendi VIVHY OTC Services Media - Major USD 28.28 - 17.3% 20%   4% -10%
Wipro (ADR) WIT NYSE Technology Data Processing & Data Analytics (EDP) USD 4.33 26 B 18.1% 23%   4% -10%
WPP plc WPP NYSE Services Advertising & B-to-B Media USD 61.68 16 B -17.9% 33%   4% -39%