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Oddity Tech

ODD on Nasdaq. Perfumes, cosmetics & other toilet preparations. Market value $1.1bn.

Watch this stockFree. We tell you when something changes.

This company reports once a year (it is based outside the US), so every figure comes from its annual report for the year to December 2025.

We can't read total debt from the filing, so debt is left out.

Should I look at this?

Not a fit for our list right now

Why it could be worth it

What to watch out for

See Materials stocks that passed both tests

This is not advice. Check the numbers below.

Compare with another stock

Cash yield
annual report to December 2025
9.4%high

For every $100 of what the whole company costs, it produced $9.42 of spare cash last year. A savings account pays about $4.

Price to profit
annual report to December 2025
n/a

The filings do not give us enough to work this out.

Return on capital
five annual reports to December 2025
n/a

The filings do not give us enough to work this out.

Quality score: not known. Price score: 83 of 100. Our list needs 70 on quality and 60 on price.

$19.25 a share, 108% above its 1-year low

Over the past year the price has ranged from $9.25 to $60.49.

Pays no dividend

Prices from Tuesday’s close (6 October).

Five years of cash, in billions

0.1
0.1
0.1
202320242025
Revenue
$509m$647m$810m
Operating margin
14.6%17.9%14.7%
Debt to equity
n/an/an/a
Shares outstanding
n/an/an/a

Health checks

  • Free cash flow positive3 of 3 years
  • Accounting looks honest (Beneish)Not enough data
  • Financial strength (Piotroski)5 of 7 checks we could run
  • Profit backed by cash (accruals)Yes
  • DebtUnknown
  • Revenue growth, five yearsUnknown

Dates

Next results (estimated)
n/a
Last annual report (10-K)
17 March 2026
Next quarterly (estimated, 10-Q)
n/a

Who owns it

None of the long-term investors we follow own it. 138 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

7 investors own more than 5%.

  • Holtzman Oran
    Passive investor
    23.0%
    Since 16 May 2025
  • Oran Shilo Investments LP
    Passive investor
    at least 22.8%−0.2 pts
    (filed with 1 related holder)
    Since 4 March 2026
  • BAILLIE GIFFORD & CO
    Passive investor
    22.4%+5.1 pts
    Since 30 June 2026
  • Morgan Stanley
    Passive investor
    at least 14.6%+4.4 pts
    (filed with 1 related holder)
    Since 30 June 2026
  • BlackRock, Inc.
    Passive investor
    9.9%
    Since 30 June 2026
  • LCGP3 Pro Makeup, L.P.
    Passive investor
    at least 8.0%
    (filed with 3 related holders)
    Since 4 September 2025
  • FMR LLC
    Passive investor
    at least 4.7%−2.3 pts
    (filed with 1 related holder)
    Since 31 March 2026
  • Franklin Resources, Inc.
    Passive investor
    Sold down below 5%
    Since 30 June 2025

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

No insider bought shares on the open market in the last 12 months. 1 sold $3m, $2m of it under preset trading plans.

  • Drucker Mann Lindsay
    Global Chief Financial Officer
    Sold
    under a preset trading plan
    Date
    3 September 2026
    Shares
    809
    Price
    $15.01
    Value
    $12,143
  • Drucker Mann Lindsay
    Global Chief Financial Officer
    Sold
    under a preset trading plan
    Date
    1 September 2026
    Shares
    7,717
    Price
    $15.09
    Value
    $116,450
  • Drucker Mann Lindsay
    Global Chief Financial Officer
    Sold
    under a preset trading plan
    Date
    31 August 2026
    Shares
    12,286
    Price
    $14.27
    Value
    $175,321
  • Drucker Mann Lindsay
    Global Chief Financial Officer
    Sold
    under a preset trading plan
    Date
    28 August 2026
    Shares
    21,571
    Price
    $15.14
    Value
    $326,585
  • Drucker Mann Lindsay
    Global Chief Financial Officer
    Sold
    under a preset trading plan
    Date
    27 August 2026
    Shares
    5,503
    Price
    $15.00
    Value
    $82,545
  • Drucker Mann Lindsay
    Global Chief Financial Officer
    Sold
    under a preset trading plan
    Date
    26 August 2026
    Shares
    3,493
    Price
    $15.01
    Value
    $52,430
  • Drucker Mann Lindsay
    Global Chief Financial Officer
    Sold
    Date
    5 August 2026
    Shares
    11,473
    Price
    $15.10
    Value
    $173,242
  • Drucker Mann Lindsay
    Global Chief Financial Officer
    Sold
    under a preset trading plan
    Date
    30 June 2026
    Shares
    109,602
    Price
    $15.09
    Value
    $2m
  • Drucker Mann Lindsay
    Global Chief Financial Officer
    Sold
    Date
    1 June 2026
    Shares
    9,603
    Price
    $13.44
    Value
    $129,064
  • Drucker Mann Lindsay
    Global Chief Financial Officer
    Sold
    Date
    30 April 2026
    Shares
    9,600
    Price
    $15.62
    Value
    $149,952

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

Oddity Tech doesn’t file a US annual report (10-K), so we haven’t checked it.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

What could go wrong

Cheap for a reason is the question the numbers cannot answer.

Whether the price already reflects the risks is what the deep dive is for.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.