Oddity Tech Ltd.
- Open
- 15.38
- Day high
- 17.34
- Day low
- 15.38
- Prev close
- 15.13
- Volume
- 922K
- Mkt cap
- $950M
- P/E (TTM)
- 18.6
- EPS (TTM)
- $0.90
- P/B
- 3.2
- P/S
- 1.3
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$279K over the last 3 months (0 open-market buys, 2 sales)
- 🏛Institutions mixed (13F)
Oddity Tech Ltd. (ODD) is a Technology company listed on NASDAQ. The stock is down 80% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 2 sales (SEC Form 4).
Oddity Tech Ltd. (ODD) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 7 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
ODD earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jun 2, 2026 | $-0.04 | $-0.17 | -325.0% | $198M | +5.4% |
| Feb 25, 2026 | $0.14 | $0.20 | +42.9% | $153M | -26.2% |
| Nov 19, 2025 | $0.32 | $0.40 | +24.5% | $148M | +1.6% |
| Feb 25, 2025 | $0.13 | $0.20 | +53.8% | $124M | +3.3% |
| Nov 7, 2024 | $0.23 | $0.32 | +39.1% | $119M | +2.2% |
| Mar 5, 2024 | $0.12 | $0.17 | +41.7% | $25M | -70.4% |
| Mar 31, 2023 | — | $0.35 | — | $166M | — |
| Jun 30, 2022 | — | $0.29 | — | $98M | — |
| Mar 31, 2022 | — | $0.05 | — | $90M | — |
ODD insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 1, 2026 | Drucker Mann Lindsayofficer: Global Chief Financial Officer | Option | 23,929 | — |
| Jun 1, 2026 | Drucker Mann Lindsayofficer: Global Chief Financial Officer | Sell | 9,603 | $13.44 |
| May 1, 2026 | Drucker Mann Lindsayofficer: Global Chief Financial Officer | Option | 23,929 | — |
| May 1, 2026 | Drucker Mann Lindsayofficer: Global Chief Financial Officer | Sell | 9,600 | $15.62 |
| Apr 1, 2026 | Drucker Mann Lindsayofficer: Global Chief Financial Officer | Option | 23,929 | — |
| Apr 1, 2026 | Drucker Mann Lindsayofficer: Global Chief Financial Officer | Sell | 9,604 | $12.85 |
Source: ODD SEC Form 4 filings, latest Jun 1, 2026. For informational purposes only — not investment advice.
See the full ODD insider & 13F page →Oddity Tech Ltd. company profile
Overview
Oddity Tech Ltd. (NASDAQ:ODD) is an Israeli consumer technology company that operates digital-first beauty and wellness brands. Founded in 2013 and headquartered in Tel Aviv-Jaffa, the company went public in July 2023. Oddity has built a technology-driven approach to the beauty industry, leveraging artificial intelligence, computer vision, and data analytics to create personalized beauty products and experiences. The company operates primarily through two major brands: IL MAKIAGE, a color cosmetics brand, and SpoiledChild, focused on hair and skincare products.
Business
Oddity Tech operates in the beauty and wellness industry, which is traditionally dominated by offline retail channels and large established brands. The company's core innovation lies in its PowerMatch technology, an AI-driven system that uses computer vision and machine learning to analyze customers' facial features and skin characteristics to recommend personalized beauty products. The beauty industry represents a massive global market worth approximately $600 billion, encompassing everything from makeup and skincare to hair care and wellness products. Traditionally, consumers would visit physical stores to test products or rely on generic recommendations, often leading to mismatched purchases and customer dissatisfaction. Oddity's business operates through two primary brand segments: 1. IL MAKIAGE represents the larger portion of revenue, focusing on color cosmetics including foundation, concealer, eyeshadow, lipstick, and skincare products. The brand has crossed the $500 million annual revenue milestone and is targeting $1 billion in revenue by 2028. IL MAKIAGE's skincare category has grown rapidly, now representing approximately 25% of the brand's revenue. 2. SpoiledChild focuses on hair care and skincare products, generating over $150 million in annual revenue with plans to exceed $200 million in 2025. This brand targets a younger demographic with products designed for hair health and anti-aging skincare. The company also operates ODDITY LABS, a scientific research division that develops proprietary molecules and ingredients using AI and digital biology. This division employs over 60 scientists and PhDs working on creating science-backed beauty formulations. Additionally, Oddity is preparing to launch two new brands: Brand 3, a telehealth platform targeting medical-grade skin and body treatments for conditions like acne and eczema, and Brand 4, details of which remain undisclosed. International markets currently represent less than 20% of total revenue but are growing at double-digit rates, with operations in Canada, the UK, Germany, and Australia.
Revenue model
Oddity Tech generates revenue primarily through direct-to-consumer product sales, with approximately 94% of revenue coming from its own websites rather than third-party retailers. This direct-to-consumer model allows the company to maintain higher margins, collect valuable customer data, and control the entire customer experience from product discovery to delivery. The company's business model centers on subscription-based repeat purchases, with over 60% of revenue coming from repeat customers who have a 12-month net revenue retention rate exceeding 100%. This means existing customers are not only continuing to purchase but are increasing their spending over time. The subscription model provides predictable recurring revenue and higher customer lifetime value. Revenue generation follows a technology-enabled funnel: customers take a diagnostic quiz or use the PowerMatch technology to receive personalized product recommendations, make initial purchases, and then enter into subscription programs for regular product deliveries. The company invests heavily in digital marketing and customer acquisition, doubling its media spend while maintaining profitability. Several factors influence Oddity's margins and profitability. Positive margin drivers include the direct-to-consumer model eliminating retailer markups, the subscription business providing predictable cash flow, the company's focus on high-margin skincare products within IL MAKIAGE, and supply chain efficiencies gained through scale and vertical integration. The technology platform also enables better inventory management and reduces product returns through improved matching. Margin pressures come from intense competition in digital marketing driving up customer acquisition costs, the need for continuous investment in technology development and AI capabilities, international expansion costs as the company enters new markets, and the significant research and development expenses for ODDITY LABS and new brand development. The beauty industry's trend toward premiumization helps support margins, but economic downturns could pressure consumer spending on discretionary beauty products. The company's paying customers are primarily millennial and Gen Z women who are comfortable with online shopping and value personalized beauty solutions. These consumers typically have higher disposable income and are willing to pay premium prices for products that are specifically matched to their needs and preferences.
Competitive moat
Oddity Tech's competitive moat is moderately strong but faces significant challenges in the highly competitive beauty industry. The company's primary moat stems from its proprietary AI and computer vision technology that powers the PowerMatch system. This technology creates a data advantage as the company accumulates millions of customer facial scans, skin analyses, and purchase behaviors, enabling continuous improvement of its recommendation algorithms. The data network effect represents the strongest component of Oddity's moat. As more customers use the platform, the AI becomes more accurate at matching products to individual needs, which improves customer satisfaction and retention. This creates a virtuous cycle where better matching leads to higher customer lifetime value, providing more resources for technology investment and product development. The company has built a database of over 50 million users, giving it significant scale advantages in understanding beauty preferences and trends. Brand loyalty and switching costs provide additional defensive characteristics. Once customers find products that work well for their specific needs through Oddity's personalized approach, they face inconvenience costs in switching to competitors who may not offer the same level of customization. The subscription model further increases switching costs by creating habitual purchasing patterns. However, Oddity's moat faces several vulnerabilities. The beauty industry has low barriers to entry for new brands, and established players like L'Oréal, Unilever, and Estée Lauder have significantly more resources to invest in similar AI technologies. These large incumbents also have advantages in retail distribution, manufacturing scale, and marketing reach that Oddity cannot easily replicate. Technology replication risk is substantial, as AI and computer vision technologies are becoming increasingly commoditized. While Oddity has a head start in beauty-specific applications, larger technology companies or beauty conglomerates could develop competing systems. The company's reliance on digital marketing also makes it vulnerable to changes in platform algorithms, privacy regulations, and increasing customer acquisition costs. The direct-to-consumer model, while providing margin advantages, also limits Oddity's reach compared to brands with broad retail distribution. As the company expands internationally, it faces the challenge of adapting its technology and marketing to different cultural preferences and regulatory environments, potentially diluting its competitive advantages.
Risks & safety
Oddity Tech demonstrates a strong financial position with multiple layers of safety, though some valuation concerns exist. • Liquidity and Solvency: The company maintains $137 million in cash and short-term investments with minimal debt (debt-to-equity ratio of 0.07), providing substantial financial flexibility. Current ratio of 1.86 indicates adequate short-term liquidity coverage. • Cash Generation: Strong free cash flow of $86 million in Q1 2025 demonstrates the business model's cash-generative nature. The company is not burning cash and generates positive operating cash flow consistently. • Valuation Metrics: Current P/E ratio of 16.0 appears reasonable for a growing technology company, though the P/B ratio of 7.3 suggests premium valuation. EV/EBITDA of 12.7 is moderate for the growth rate achieved. • Operational Metrics: Revenue growth of 27% with maintained profitability indicates healthy business momentum. Return on equity of 11.5% demonstrates efficient capital utilization. • Other Considerations: The company's young public market history (IPO in 2023) creates some uncertainty about long-term performance. Heavy dependence on digital marketing channels poses risks if acquisition costs rise significantly. International expansion represents both opportunity and execution risk.
Recent development
Over the past two years, Oddity Tech has executed several strategic initiatives to diversify beyond its core beauty brands and establish itself as a broader consumer technology platform. The most significant development has been the creation of ODDITY LABS, a scientific research division that represents a major strategic pivot toward developing proprietary molecules and ingredients using AI and digital biology. The company has expanded this division from 30 to over 60 PhD-level scientists and acquired Revela, a biotechnology company, to accelerate molecule discovery capabilities. The company is preparing to launch Brand 3, a telehealth platform targeting medical-grade treatments for skin and body conditions such as acne, eczema, and other dermatological issues. This represents a significant expansion beyond cosmetics into healthcare, with plans for a soft launch in Q3 2025 and full launch in Q4 2025. The platform will combine Oddity's computer vision technology with telemedicine to provide personalized treatment plans, addressing skin conditions that affect nearly one-third of the global population. International expansion has accelerated, with the company moving beyond its initial focus on the US market to establish operations in Canada, the UK, Germany, and Australia. While international revenue still represents less than 20% of total business, management has indicated potential for international markets to reach 50% of revenue long-term. Both core brands have achieved significant milestones, with IL MAKIAGE crossing $500 million in annual revenue and SpoiledChild exceeding $150 million. Within IL MAKIAGE, the skincare category has grown rapidly to represent 25% of brand revenue, demonstrating successful category expansion beyond color cosmetics. The company has also been actively exploring merger and acquisition opportunities, particularly in biotechnology and AI companies that could enhance its scientific capabilities or provide access to new technologies. Management has indicated interest in acquiring capabilities they don't currently possess, particularly in areas that could support the new telehealth platform and ODDITY LABS initiatives.
ODD company profile · for informational purposes only — not investment advice.
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