Oddity Tech Ltd.

NasdaqGM:ODD 주식 리포트

시가총액: US$838.0m

Oddity Tech 과거 순이익 실적

과거 기준 점검 3/6

Oddity Tech은 연평균 36.2%의 비율로 수입이 증가해 온 반면, Personal Products 산업은 수입이 1.1% 감소했습니다. 매출은 연평균 27.4%의 비율로 증가했습니다. Oddity Tech의 자기자본이익률은 27.9%이고 순이익률은 13.7%입니다.

핵심 정보

36.17%

순이익 성장률

32.76%

주당순이익(EPS) 성장률

Personal Products 산업 성장률20.87%
매출 성장률27.42%
자기자본이익률27.93%
순이익률13.67%
최근 순이익 업데이트31 Dec 2025

최근 과거 실적 업데이트

분석 기사 Nov 13

Shareholders Can Be Confident That Oddity Tech's (NASDAQ:ODD) Earnings Are High Quality

Oddity Tech Ltd.'s ( NASDAQ:ODD ) strong earnings report was rewarded with a positive stock price move. We have done...

Recent updates

내러티브 업데이트 May 01

ODD: Ad Platform Repairs And Buybacks Will Slowly Rebuild Market Confidence

Analyst price targets for Oddity Tech have been reduced by $0.44 in the model, reflecting a series of recent Street target cuts and rating downgrades as analysts factor in higher customer acquisition costs and weaker near term visibility following disruptions with the company's largest advertising partner. Analyst Commentary Street research on Oddity Tech has shifted sharply more cautious, with multiple firms cutting ratings and price targets after the Q4 report and guidance update tied to advertising disruptions.
내러티브 업데이트 Apr 16

ODD: Ad Platform Fixes And Buybacks Will Gradually Restore Market Confidence

Analysts have reset expectations on Oddity Tech with a series of sharp price target cuts, in some cases from around $50 to $80 down to a range of about $10 to $30, citing higher customer acquisition costs, advertising algorithm disruptions and reduced visibility into future performance. Analyst Commentary Recent research on Oddity Tech reflects a sharp reset in expectations, with multiple firms cutting ratings and price targets after the company highlighted user acquisition challenges tied to algorithm changes at a major advertising partner.
내러티브 업데이트 Apr 02

ODD: Corrective Actions On Ad Partner Disruption Will Gradually Restore Market Confidence

Analysts have trimmed the Oddity Tech price target range, with the model fair value easing slightly and Street research citing higher customer acquisition costs, weaker user additions, and limited visibility after advertising platform disruptions as key reasons for the reset. Analyst Commentary Recent research shows a sharp reset in expectations for Oddity Tech, with many on the Street focusing on advertising disruptions, user acquisition costs, and weaker near term visibility.
내러티브 업데이트 Mar 18

ODD: Advertising Algorithm Reset Will Eventually Restore Customer Acquisition Efficiency

Analysts have sharply reduced the consolidated price target for Oddity Tech to about $29.17 from $90, reflecting concerns around higher customer acquisition costs, weaker visibility after the recent ad platform disruptions, and more conservative assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Street research has shifted sharply more cautious on Oddity Tech, with multiple firms cutting price targets and moving ratings to more neutral or negative stances.
내러티브 업데이트 Mar 04

ODD: Corrective Actions On Ad Disruption Will Restore Confidence Over Time

Analysts have sharply cut their price targets on Oddity Tech into a roughly $10 to $30 range from prior levels as high as $80, citing higher customer acquisition costs tied to disruptions at a major advertising partner and weaker near term visibility on growth and margins. Analyst Commentary Recent research reports cluster around a similar theme for Oddity Tech, with most firms cutting ratings and bringing price targets into a lower $10 to $30 range after the Q4 print and Q1 outlook tied to issues with a major advertising partner.
내러티브 업데이트 Feb 18

ODD: Beat And Raise Delivery Will Support Next Ingredient Differentiation Phase

Analysts have modestly reduced their average price targets on Oddity Tech by mid single digit dollars to around the mid to high $40s, citing updated valuation multiples in light of competition, regulation, and a more uncertain U.S. backdrop, even as recent earnings reports and long term growth frameworks remain intact. Analyst Commentary Recent research on Oddity Tech shows a clear split between more optimistic voices and Bearish analysts who are trimming expectations.
내러티브 업데이트 Feb 04

ODD: Beat And Raise Delivery Will Support Next Differentiation Phase

Analysts have trimmed their average price targets on Oddity Tech by mid to high tens of dollars, citing concerns about competition, regulation and a more uncertain U.S. backdrop, even as their models continue to reflect relatively steady growth, margins and P/E assumptions. Analyst Commentary Recent Street research on Oddity Tech shows a mix of positive and cautious views, with several firms revising their price targets and reassessing how much risk they want to take on the stock.
내러티브 업데이트 Jan 21

ODD: Beat And Raise Consistency Will Support Next Product Differentiation Phase

Analysts have trimmed their fair value estimate for Oddity Tech to $40.00 from $46.00. This reflects recent price target cuts tied to lower valuation multiples and a more cautious view on competition and the U.S. backdrop, even as revenue growth and margin assumptions remain broadly intact.
내러티브 업데이트 Jan 07

ODD: Beat And Raise Consistency Will Drive New Product Differentiation Phase

Analysts have trimmed their average price targets on Oddity Tech into a tighter US$46 to US$80 range. This reflects a mix of more cautious multiples tied to a softer U.S. backdrop, along with continued confidence in the company’s consistent execution, Q3 beat-and-raise pattern, and focus on product differentiation.
분석 기사 Jan 06

Oddity Tech's (NASDAQ:ODD) Returns On Capital Not Reflecting Well On The Business

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Seeking Alpha Dec 19

Oddity Tech: No Fundamental Weakness Seen; I Reiterate Buy

Summary Oddity Tech is recommended as a buy, with the platform thesis now materially de-risked by MethodIQ's launch and international scaling. MethodIQ and ODDITY Labs transform ODD into a defensible technology platform, offering proprietary molecules and higher efficacy in the $27B acne and dermatology market. International revenue is growing ~40% year-to-date, validating ODD’s scalable, language-agnostic tech stack and reducing US concentration risk. Despite strong Q3 results and improved fundamentals, ODD trades at a compressed 17.6x forward P/E, creating an attractive disconnect for investors. Read the full article on Seeking Alpha
내러티브 업데이트 Dec 19

ODD: Execution Strength Will Confront Macro Uncertainty And Product Differentiation Risks

Analysts have trimmed their average price target on Oddity Tech to approximately $46 from about $55, citing a modestly lower valuation multiple amid a more uncertain U.S. macro backdrop, even as they highlight the company’s consistent beat and raise execution and ongoing product driven growth story. Analyst Commentary Recent Street research on Oddity Tech reflects a more mixed backdrop, with a number of bearish analysts trimming price targets despite acknowledging the company’s strong operating performance and consistent beat and raise pattern.
내러티브 업데이트 Dec 05

ODD: Beat And Raise Consistency Will Drive A Near-Term Stock Rebound

Analysts have modestly trimmed their fair value estimate for Oddity Tech to approximately $66 from about $70 per share, citing a slightly lower assumed earnings multiple amid a more uncertain U.S. backdrop, even as growth and profitability expectations remain broadly intact. Analyst Commentary Street research following the latest quarterly update reflects a more nuanced stance on Oddity Tech, with several firms trimming price targets while still acknowledging resilient execution and a compelling long term growth algorithm.
내러티브 업데이트 Nov 21

ODD: Continued Earnings Momentum Will Drive A Near-Term Stock Rebound

Analysts have modestly lowered their average price target for Oddity Tech from approximately $73.20 to $70.27. They cite a mixed outlook, with near-term revenue growth remaining strong, but profit margin forecasts and long-term multiples have softened amid evolving macroeconomic conditions.
분석 기사 Jul 20

Many Would Be Envious Of Oddity Tech's (NASDAQ:ODD) Excellent Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
분석 기사 Jun 16

Do Oddity Tech's (NASDAQ:ODD) Earnings Warrant Your Attention?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha Feb 19

Oddity Tech: A Phenomenal Small-Cap Play

Summary Oddity Tech disrupts the beauty industry by leveraging AI and data to enhance online shopping, boasting high consumer satisfaction and repeat purchase rates. The company's DTC model and in-house marketing provide control over brand image and inventory, ensuring sustainable growth and high ROAS. Management's commitment to a 20% growth algorithm and integrity in pacing growth demonstrate long-term vision and strategic planning. Despite potential risks, Oddity's innovative approach and market position present a compelling investment opportunity with significant upside potential. Read the full article on Seeking Alpha
분석 기사 Feb 05

We Think Oddity Tech (NASDAQ:ODD) Might Have The DNA Of A Multi-Bagger

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
새 내러티브 Jan 20

ODD Market Outlook

e.l.f. Beauty (NYSE: ELF):
Seeking Alpha Dec 04

Oddity Tech: Executing Well (Rating Upgrade)

Summary Oddity Tech's data-driven, AI-powered DTC model looks set to facilitate market share gains through FY28. ODD's forward EV/EBITDA valuation of 16.2x is pricier than the industry average, but we feel it is worth this premium, considering the superior EBITDA profile of the business. ODD's robust balance sheet, zero debt, and strong free cash flow support have prompted a shift towards share buyback momentum with another $100m yet to be deployed. Short interest is on the wane, even as bullish conditions take over. Read the full article on Seeking Alpha
분석 기사 Nov 26

Oddity Tech Ltd.'s (NASDAQ:ODD) Shares Climb 26% But Its Business Is Yet to Catch Up

Oddity Tech Ltd. ( NASDAQ:ODD ) shareholders have had their patience rewarded with a 26% share price jump in the last...
분석 기사 Nov 13

Shareholders Can Be Confident That Oddity Tech's (NASDAQ:ODD) Earnings Are High Quality

Oddity Tech Ltd.'s ( NASDAQ:ODD ) strong earnings report was rewarded with a positive stock price move. We have done...
User avatar
새 내러티브 Sep 11

Tech-Driven Strategies Spur Growth In Beauty & Wellness, Enhancing Margins And LTV

Investing in machine learning and vision technology aims to enhance product matching, lower returns, and potentially raise revenue and profit margins.
Seeking Alpha Jul 05

Oddity Tech: Strong Innovative Company, Share Buyback Gives Me Confidence

Summary Oddity Tech leverages AI to break the traditional methods of marketing in the beauty and wellness sectors. The company shows excellent revenues and it invests successfully in R&D using the biotech AI approach to discover new molecules to be used in their products. The company announced a $150 million share repurchase program, increasing the confidence. By the cash flows analysis, I think that the stock is now underpriced and there's deep value in this stock so my advice is to BUY. Read the full article on Seeking Alpha
Seeking Alpha May 18

Oddity Tech: A Unique Fusion Of Beauty And Tech

Summary Oddity is aiming to disrupt the beauty industry with machine learning and AI based molecular discovery. The potential market is very large and the company's growth is impressive. There are catalysts on the horizon with a new brand due next year. Read the full article on Seeking Alpha
분석 기사 Apr 25

Oddity Tech Ltd.'s (NASDAQ:ODD) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of Investors

Oddity Tech Ltd. ( NASDAQ:ODD ) shareholders that were waiting for something to happen have been dealt a blow with a...
Seeking Alpha Apr 10

Oddity Tech: Disrupting Beauty At A Fair Price

Summary Oddity Tech Ltd. is a rising star in the beauty industry, leverages AI for personalized experiences and cutting-edge product development. Despite its young age, Oddity boasts impressive financials with consistent profitability, and healthy margins. Oddity is a wonderful business at a reasonable price, with a strong leadership team positions them well for long-term growth. You might not know Oddity, but their innovative brands, IL MAKIAGE, and Spoiled Child are likely gracing the vanities of many around you. Read the full article on Seeking Alpha
분석 기사 Mar 14

We Think Oddity Tech's (NASDAQ:ODD) Profit Is Only A Baseline For What They Can Achieve

Oddity Tech Ltd. ( NASDAQ:ODD ) just reported healthy earnings but the stock price didn't move much. Investors are...
분석 기사 Mar 07

What You Can Learn From Oddity Tech Ltd.'s (NASDAQ:ODD) P/E

With a price-to-earnings (or "P/E") ratio of 42.5x Oddity Tech Ltd. ( NASDAQ:ODD ) may be sending very bearish signals...
Seeking Alpha Jan 30

Oddity Tech: High Growth, Profitability, And A Driven Founder - A Strong Buy Opportunity

Summary Oddity Tech is a disruptive company with impressive growth and high Return on Capital figures. It has a hungry and visionary founder with a significant stake in the game. It's a very unique company, characterized by innovative thinking and a robust track record to support its approach. Terry Smith has taken a minor position, and I wanted to explore the reasons behind his decision. Read the full article on Seeking Alpha
분석 기사 Jan 18

Oddity Tech Ltd. (NASDAQ:ODD) Shares Could Be 32% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Oddity Tech is US$62.74 based on 2 Stage Free Cash Flow to Equity Current...

매출 및 비용 세부 내역

Oddity Tech가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGM:ODD 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Dec 258101114700
30 Sep 257811104500
30 Jun 257521104250
31 Mar 257031063940
31 Dec 246471013530
30 Sep 246211013110
30 Jun 24596873070
31 Mar 24555722910
31 Dec 23509592840
30 Sep 23479532470
30 Jun 23453522300
31 Mar 23400381990
31 Dec 22325221780
31 Dec 21223141340
31 Dec 2011112610

양질의 수익: ODD는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: ODD의 현재 순 이익률 (13.7%)은 지난해 (15.7%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: ODD의 수익은 지난 5년 동안 연평균 36.2%로 크게 증가했습니다.

성장 가속화: 지난 1년간 ODD 의 수익 증가율(9.1%)은 5년 평균(연간 36.2%)보다 낮습니다.

수익 대 산업: ODD의 지난 1년 수익 증가율(9.1%)은 Personal Products 업계의 -13.7%를 상회했습니다.


자기자본이익률

높은 ROE: ODD의 자본 수익률(27.93%)은 높음이지만 높은 부채 수준으로 인해 왜곡되어 있습니다.


총자산이익률


투하자본수익률


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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 19:21
종가2026/05/08 00:00
수익2025/12/31
연간 수익2025/12/31

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분석가 소스

Oddity Tech Ltd.는 13명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Lauren LiebermanBarclays
Lauren LiebermanBarclays
Anna LizzulBofA Global Research