QDDresearch

ODDITY Tech Ltd. ODD

Consumer StaplesPersonal & Household Products & ServicesIsrael

Last close 21.21 USD on Nov 2, 2026, −47.2% year to date

Quant rating

Quant rating B Rank 35 of 174 in Consumer Staples
  1. Growth C 71 of 174
  2. Valuation D 150 of 174
  3. Quality B 29 of 174
  4. Revisions A 15 of 174
  5. Momentum B 53 of 174

Wall Street consensus Hold (3.27)Average target 15.79 USD −25.6%

Historical valuation

Multiples use consensus estimates for the next twelve months. The dashed line is the 5-year average.

Growth and profitability fiscal year ends December 31

Growth and profitability by fiscal year
202520242023202220215Y avg
Revenue (mil)810647509325223–
Revenue growth25.2%27.2%56.7%45.8%91.4%47.4%
EPS (basic, normalized)2.211.961.31–––
EPS growth12.8%49.6%––––
Gross margin72.7%72.4%70.4%67.2%68.8%70.3%
Net margin13.7%15.7%11.5%6.7%6.3%10.8%
ROE32.6%35.9%29.7%22.6%20.5%28.3%
Balance sheet, last quarter
Cash & short-term investments (mil)193
Current ratio3.45x
Long-term debt (mil)537
Net debt (mil)344
Total equity (mil)243
Net debt / equity1.41x
Net debt / EBITDA2.11x

Estimates and valuation

Consensus estimates and implied multiples
Sales (mil)EBITDA (mil)EPS
Fiscal yearMean est.GrowthEV/SalesMean est.GrowthEV/EBITDAMean est.GrowthP/E
2025 actual 810+25.2%1.6x 163+9.8%8.1x 2.21+12.8%9.6x
2026 656−19.0%2.0x 31.1−81.0%42.6x 0.46−79.0%45.7x
2027 747+13.8%1.8x 69.8+124.6%18.9x 1.21+161.1%17.5x
2028 841+12.6%1.6x 88.1+26.2%15.0x 1.59+31.3%13.3x

Estimate revisions

Change in consensus estimates over 1, 3 and 6 months
SalesEPS
Fiscal yearEstimate (mil)1M3M6MEstimate1M3M6M
20266560.0%+4.9%−3.6%0.460.0%+725.7%−33.8%
20277470.0%+3.1%−9.9%1.210.0%+21.1%−20.4%
20288410.0%+3.2%−8.3%1.590.0%+32.2%−17.0%

Earnings surprises EPS beat in 3 of the last 4 quarters

Reported results versus consensus, last 10 fiscal quarters
Quarter endedMar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales reported (mil)212193119124268241148153198181
Sales mean (mil)205189116120261238145151188178
Surprise+3.2%+2.2%+2.2%+3.3%+2.8%+1.1%+1.7%+1.1%+5.3%+1.6%
EPS reported0.610.820.320.200.690.920.400.20−0.170.20
EPS mean0.490.680.230.130.620.880.350.13−0.020.16
Surprise+23.3%+20.7%+38.9%+53.7%+10.7%+5.1%+14.7%+49.3%−750.0%+25.0%

Peer comparison Personal & Household Products & Services

Peers in the same industry group, by market capitalization
CompanyMarket capNet debt/EBITDANet marginP/BFY1 P/EFY2 P/EFY1 EV/EBITDAFY2 EV/EBITDA
ODD ODDITY Tech Ltd.978M2.11x13.7%5.02x45.7x17.5x42.6x18.9x
PG The Procter & Gamble Company379.1B1.04x18.1%6.88x23.4x22.1x16.4x15.6x
CL Colgate-Palmolive Company77.4B1.30x10.5%268.92x24.9x23.8x16.4x15.7x
EL Estee Lauder Companies Inc38.0B1.63x1.6%9.96x31.5x26.0x14.6x12.8x
CHD Church & Dwight Co Inc26.1B1.41x11.9%6.02x29.3x27.3x19.2x18.2x
CLX The Clorox Company10.9B–8.7%120.79x15.7x14.6x11.6x11.0x
Mean1.50x10.7%69.60x28.4x21.9x20.1x15.4x
Median1.41x11.2%8.42x27.1x22.9x16.4x15.6x

Technical analysis

  • 1M+12.2%
  • 3M+49.6%
  • 1Y−53.1%
  • 3Y−21.4%

Financial statements in millions of USD

Income statement, ODDITY Tech Ltd., fiscal years, most recent first
202520242023202220212020
Total revenue810647509325223116
Cost of revenue22117915010669.433.4
Gross profit58946835821815382.9
Selling, general & administrative expenses47033526719013464.3
Research & development––––––
Interest expense (income), operating––––––
Unusual expense (income)–17.417.4–––
Other operating expenses000000
Operating income11911674.327.719.518.6
Net interest income (expense)16.912.34.31.2−0.9−1.3
Gain (loss) on sale of assets––––––
Other non-operating income (expense)000000
Net income before taxes13612878.628.918.617.3
Provision for taxes25.026.420.17.24.74.1
Minority interest––––––
Equity in affiliates––––––
U.S. GAAP adjustment––––––
Net income before extraordinary items11110158.521.713.913.2
Extraordinary items––––––
Net income11110158.521.713.913.2
EBIT, normalized11913392.028.420.518.6
EBITDA, normalized12914310132.824.522.8
Basic EPS, normalized2.211.961.31–––

Disclaimer

The financial data presented in this report is delayed and obtained from sources QDD Research believes to be reliable, including stock exchanges, SEDAR, and EDGAR. However, no representation or warranty is made as to the accuracy, completeness, or timeliness of the information. QDD Research accepts no liability for any errors, omissions, or financial losses arising from the use of this data.

This report is generated using a fully systematic and quantitative approach. All factor scores and the overall quant rating (ranging from D to A+) are derived from algorithmic models and are based solely on objective financial metrics. These scores are intended for informational purposes only and should not be interpreted as investment advice or a recommendation to buy, sell, or hold any securities.

QDD Research is not a registered investment advisor or broker-dealer and does not provide personalized financial advice. The content is not tailored to the specific investment goals, financial situation, or risk profile of any individual investor. We strongly encourage readers to consult with a licensed broker or investment advisor before making any investment decisions based on the information contained in this report.

Live quote provided by TradingView. Report data updated Nov 2, 2026 after market close.