Added to YB: 2025-05-05
Pitch date: 2025-05-01
ODD [neutral]
Oddity Tech Ltd.
-29.74%
current return
Author Info
Lorenzo's 2 cents shares analyses of tech companies. Sign up for the newsletter.
Company Info
Oddity Tech Ltd. operates as a consumer tech company that builds digital-first brands for the beauty and wellness industries in the United States and internationally.
Market Cap
$2.2B
Pitch Price
$62.37
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.64
P/E
21.57
EV/Sales
1.91
Sector
Personal Care Products
Category
growth
Oddity: investors woke up, it will be huge
ODD (earnings update): Beauty disruptor beats Q1 expectations - rev +27% YoY to $268M, FCF $87M, adj EBITDA $52M, margins +1.2pts to 74.9%. Raised 2025 guidance: rev $790-798M, EPS $1.99-2.04. Minimal China exposure buffers tariff impact (50-100bps). Int'l expansion driving growth despite slight Trustpilot dips. Brand 3 launching Q4 with AI-powered skincare/telehealth.
Read full article (4 min)