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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
Digital Consumer Advertising • Updated:
| Name | Ticker | Exchange | Sector | Industry | Currency | Cur.Price | Mkt.Cap | Perf. | Momentum | Vol. | Risk Contrib. | MDD |
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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Accenture | ACN | NYSE | Services | Consulting & Outsourcing | USD | 284.77 | 188 B | 41.6% | Neutral | 23% | 6% | -13% |
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| Alliance Data Systems | ADS | NYSE | Technology | Data Processing & Data Analytics (EDP) | USD | 107.03 | 5.3 B | 120.3% | Neutral | 58% | 12% | -14% |
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| Amazon.com | AMZN | NASDAQ | Services | E-commerce Services | USD | 3,489.24 | 1,757 B | 31.5% | Neutral | 31% | 5% | -16% |
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| Cognizant Technology Solutions | CTSH | NASDAQ | Technology | Information Systems & Network Software | USD | 69.17 | 37 B | 26.8% | Weak Down | 25% | 6% | -16% |
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| EPAM Systems, Inc. | EPAM | NYSE | Technology | Software - Product Development | USD | 514.60 | 29 B | 112.5% | Strong Up | 32% | 6% | -15% |
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| FB | NASDAQ | Services | On-line Content Services | USD | 336.51 | 958 B | 42.6% | Weak Up | 36% | 6% | -19% |
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| Globant | GLOB | NYSE | Technology | Software - Business Process Mngt | USD | 223.26 | 8.9 B | 53.5% | Neutral | 43% | 8% | -17% |
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| IBM Corp. | IBM | NYSE | Technology | Information Systems & Network Software | USD | 145.60 | 130 B | 19.9% | Strong Up | 25% | 5% | -19% |
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| Infosys (ADR) | INFY | NYSE | Technology | Data Processing & Data Analytics (EDP) | USD | 20.67 | 90 B | 126.0% | Weak Up | 30% | 7% | -11% |
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| Interpublic Group of Companies | IPG | NYSE | Services | Advertising & B-to-B Media | USD | 32.43 | 13 B | 87.7% | Neutral | 33% | 8% | -15% |
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| Omnicom Group Inc. | OMC | NYSE | Services | Advertising & B-to-B Media | USD | 80.82 | 17 B | 49.4% | Neutral | 33% | 6% | -19% |
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| Publicis | PUBGY | OTC | Services | Advertising & B-to-B Media | USD | 16.32 | - | 106.1% | Neutral | 32% | 7% | -13% |
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| Vivendi | VIVHY | OTC | Services | Media - Major | USD | 35.08 | - | 37.7% | Neutral | 26% | 4% | -12% |
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| Wipro (ADR) | WIT | NYSE | Technology | Data Processing & Data Analytics (EDP) | USD | 8.05 | 49 B | 141.4% | Strong Up | 31% | 6% | -12% |
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| WPP plc | WPP | NYSE | Services | Advertising & B-to-B Media | USD | 69.94 | 19 B | 77.2% | Strong Up | 34% | 8% | -18% |
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