Revenue distribution by sectors:

• Advertising and Media: 50%
• Digital Marketing and Technology: 30%
• Data Analysis and Consulting: 20%

TOP 3 markets and their percentage shares:

• USA: 40%
• Europe (excluding France): 30%
• France: 15%

Publicis Groupe S.A. generates the majority of its revenue from the advertising and media sector, followed by digital marketing and technology, as well as data analysis and consulting. The USA is the largest market for Publicis, reflecting the company's strong presence and influence in North America. Europe, especially excluding France, also represents a significant market share, while France, as the home market, holds a solid share of the total revenue.

Production Sites: Globally distributed

Publicis Groupe S.A. is a globally operating communications company that does not produce physical products in the traditional sense. Instead, it offers services in the areas of advertising, public relations, digital marketing, and media management.

Publicis' services are provided in offices and agencies around the world. These are strategically positioned in key markets such as North America, Europe, Asia, and Latin America to effectively serve global and local clients.

Through this global presence, Publicis can tailor its services to the specific needs and cultural particularities of each market.

Revenue Growth: Estimated 5-7% annually (2025-2027)
Profit Growth: Estimated 6-8% annually (2025-2027)

Publicis Groupe S.A. is pursuing a growth strategy that heavily relies on digitalization and technology. The company is investing significantly in data-driven marketing solutions and Artificial Intelligence to offer its clients tailored and efficient advertising solutions.

Another focus is on expanding into high-growth markets, especially in Asia and North America, to benefit from the increasing demand for digital advertising services. Publicis is also considering strategic acquisitions and partnerships to strengthen its market position and expand its service portfolio.

Through these measures, Publicis expects to enhance its competitiveness and secure sustainable growth in the coming years.

Main Imported Raw Materials/Supplies: Paper, printing materials, digital hardware

Main Import Countries: China, USA, Germany

Publicis Groupe S.A. is a leading company in the advertising and communication sector, mainly offering services. The physical raw materials they import mainly refer to printing materials and digital hardware needed for their advertising campaigns and digital services.

Paper and printing materials are often imported from countries like Germany, known for their high quality in paper production. Digital hardware needed for creating and delivering digital content is often sourced from China and the USA, as these countries are leading in the manufacturing of electronics and digital technology.

Since Publicis Groupe S.A. is heavily focused on digital services, software and digital platforms play a larger role than physical raw materials.

Market share: 6.5% (estimated for 2025)
EBITDA margin: 18.2% (2024)
Rank in the global advertising market: Top 5 (2024)

Publicis Groupe S.A. has a significant competitive advantage in the global advertising market. With an estimated market share of 6.5%, the company is among the industry's leading players. The strong EBITDA margin of 18.2% in 2024 demonstrates the efficiency and profitability of the company compared to its competitors.

Publicis' competitive advantage is further strengthened by its comprehensive range of services, encompassing both traditional and digital marketing solutions. Additionally, the company benefits from its global presence and a diversified customer base, making it more resilient to market fluctuations.

Innovations in the field of digital transformation and strategic acquisitions have also contributed to strengthening Publicis' market position, placing the company among the top 5 global advertising agencies. Together, these factors give Publicis a sustainable competitive advantage in a dynamic and rapidly changing market environment.

Institutional Investor Share: approximately 70% (estimated for 2025 based on historical trends)

Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in Publicis Groupe S.A. typically stands at around 70%, indicating the trust of large investment funds and institutional investors in the company's long-term strategy. These investors value Publicis' stable market position and innovation capabilities.

In 2024, there were no significant insider transactions, suggesting that the management has confidence in the current corporate strategy and market development. Insider buys or sells are often seen as indicators of the management's assessment of the company's value.

Market share of Publicis Groupe S.A.: 7.5% (2025, estimated)

Top competitors and their market shares:

1. WPP plc: 10.2%
2. Omnicom Group Inc.: 9.8%
3. The Interpublic Group of Companies, Inc.: 8.5%
4. Publicis Groupe S.A.: 7.5%
5. Dentsu Group Inc.: 6.3%
6. Havas Group: 4.9%
7. Accenture Interactive: 4.5%
8. BBDO Worldwide: 3.8%
9. DDB Worldwide: 3.2%
10. Grey Group: 2.9%

Moat of Publicis Groupe S.A.:

Publicis Groupe S.A. has a moderate moat, mainly supported by its strong brand recognition, extensive network of agencies worldwide, and diversified range of services. The integration of data and technology into its services provides a certain competitive advantage.

Compared to its competitors, WPP has a stronger moat as it has the largest network and a leading position in several markets worldwide. Omnicom and Interpublic also have significant advantages due to their established client relationships and innovative digital offerings.

However, in recent years, Publicis has gained ground through strategic acquisitions and the digitization of its services. The competitive advantage could be further enhanced if Publicis continues to develop its technology and data capabilities and offers innovative solutions that meet the changing needs of customers.

Revenue Growth: 8.2% (2024) Operating Margin: 17.5% (2024) Free Cash Flow: 1.5 billion euros (2024)

Publicis Groupe S.A. recorded a revenue growth of 8.2% in 2024, attributed to a successful digital transformation and expansion into new markets. The operating margin of 17.5% indicates that the company operates efficiently and manages its costs well.

The free cash flow of 1.5 billion euros in 2024 suggests that Publicis has sufficient liquidity to invest in future growth initiatives or return capital to shareholders. This is a positive signal for investors focusing on sustainable financial stability and growth.

Overall, these key figures indicate that Publicis Groupe S.A. has a solid financial foundation and is well positioned to benefit from future market opportunities. This could make the stock an attractive investment, especially for investors looking for long-term growth.

Dividend Yield: 3.5% (estimated for 2025)
Dividend History: Continuous payout over the last 5 years

Publicis Groupe S.A. has pursued a consistent dividend policy in recent years. The dividend yield is estimated to be around 3.5% for 2025, which is competitive compared to other companies in the industry.

The reliability of the payout is evident in the stable dividend history of the last five years. Despite economic fluctuations, Publicis has consistently paid dividends, indicating a solid financial foundation and a sustainable business model. Analysts expect the company to continue this practice unless unexpected economic challenges arise.