OMC
Omnicom Group Inc.
stock NYSE

This is the start of a top-down series where I’m scanning through every ticker and cutting aggressively. First filter is simple: if the company has been public for less than 10 years, it’s out. Not because newer companies are “bad,” but because I want a baseline dataset before going deeper. It’s to use past trends and numbers to find companies that grow steadily and repeatedly, then see which ones are priced like they don’t. It's somewhat difficult to explain the logic here as a reddit post but if all you want is the results of the search here **OMC** and **ALGT** are the two that are worth for others to further explore as a narrative/qualitative study.
For this series, I’m keeping the framework deliberately simple. I’m using two counters to capture a company’s “growth behavior,” and I’m ignoring percentage growth entirely. The first is an **increment count**: the number of times a company’s trailing-twelve-month (TTM) *per share* metric is higher than the previous quarter. The second is a **record count**: the number of times that metric hits a new all-time high. I run these across several per-share fundamentals Revenue per Share, Free Cash Flow per Share, Earnings per Share and Equity per Share.
If this is a novel way of simplifying (not saying that percentage growth does not matter) company behavior quantitatively or if you are curious about how one goes about it, the article can be found [here.](https://companycharts.substack.com/p/starting-from-the-a-part-1)

I like ADBE, FISV, OMC, PRGO, MOH and maybeee ARE since they just cut their dividend. Could be deep value there.

This is the start of a top-down series where I’m scanning through every ticker and cutting aggressively. First filter is simple: if the company has been public for less than 10 years, it’s out. Not because newer companies are “bad,” but because I want a baseline dataset before going deeper. It’s to use past trends and numbers to find companies that grow steadily and repeatedly, then see which ones are priced like they don’t. It's somewhat difficult to explain the logic here as a reddit post but if all you want is the results of the search here **OMC** and **ALGT** are the two that are worth for others to further explore as a narrative/qualitative study.
For this series, I’m keeping the framework deliberately simple. I’m using two counters to capture a company’s “growth behavior,” and I’m ignoring percentage growth entirely. The first is an **increment count**: the number of times a company’s trailing-twelve-month (TTM) *per share* metric is higher than the previous quarter. The second is a **record count**: the number of times that metric hits a new all-time high. I run these across several per-share fundamentals Revenue per Share, Free Cash Flow per Share, Earnings per Share and Equity per Share.
If this is a novel way of simplifying (not saying that percentage growth does not matter) company behavior quantitatively or if you are curious about how one goes about it, the article can be found [here.](https://companycharts.substack.com/p/starting-from-the-a-part-1)

I like ADBE, FISV, OMC, PRGO, MOH and maybeee ARE since they just cut their dividend. Could be deep value there.