Despite the impact of unusual items on Oddity Tech's profit, the company's underlying earnings potential is likely better than the statutory profit suggests. The company's high accrual ratio and non-recurring unusual items suggest that its earnings are probably conservative.
Oddity Tech's high P/E ratio is likely due to investors' expectations of strong future growth. Shareholders' confidence in future earnings and willingness to pay more for the stock, along with the company's superior earnings outlook, suggest the share price won't fall significantly soon.
$ODDITY Tech(ODD.US)$CFO is on mad money right now interview for like the past 5 minutes. it's an excellent interview she's right that a point she's like look we're delivering ahead of revenue expectations ahead of margin expectations and we're raising our numbers and raising our profit expectations going forward we're operating at the highest level within the industry everything she says sounds fantastic
ODDITY CFO Lindsay Drucker Mann is confident in the company's 2024 revenue growth projection and its strong position in online shopping for the beauty industry. Analyst Amit Peretz rates ODDITY a strong buy, hinting at its potential as a takeout target for other beauty companies.
CFO Lindsay Drucker Mann sees Oddity profiting from the consumer shift to online makeup and beauty products, and a trend towards science-backed items. Despite optimism, the stock fell 13% after hours.
CFO Lindsay Drucker Mann and CEO Oran Holtzman express confidence in the company's profitability and its ability to lead the changing beauty market, particularly in the shift to online and science-backed products.
CFO Lindsay Drucker Mann postulates that IL MAKIAGE, Oddity Tech's brand, may grow into a $1B brand. She forecasts future growth from new markets, categories, and market share gains despite mixed consumer spending in some sectors.
Pre-Market Stock Movers Gapping up $英特爾(INTC.US)$popped 2.5% after the chipmaker announced it would be operating its programmable chip unit as a standalone business complete. Intel plans to conduct an initial public offering for the unit within the next two to three years. $福陸(FLR.US)$Shares climbed 2.4% following an upgrade to buy at UBS. The firm is bullish on the stock thanks to progress on legacy projects a...
ODDITY Tech股票討論區
2023前3季度營收增速分別爲83.22%,54.94%,37%,有明顯下滑趨勢,營業利潤前3季度增長52.5%達到0.68億,淨利潤增長1.4倍達到0.53億。上市後利息負擔消除。毛利率基本在70.5%左右。
資產負債率上市後下降到29.3%。 應收和存貨的比例和增速都正常,商譽及其他無形資產1億,佔2.71億淨資產的37%,沒有有息借款。
目前流動比率2.53,速動比率0.72。
目前市盈率118.9,市盈率TTM49.1,考慮到季報環比的實際連續下滑,暫時觀察。
$好時(HSY.US)$ -- Feastables/Ozempic/valuation
$ODDITY Tech(ODD.US)$ -- Puffery
$Rumble(RUM.US)$ -- Broken business burning cash
$Roblox(RBLX.US)$ -- Mediocre product & widespread child abuse
$Palantir(PLTR.US)$ -- Nonsense AI hype
$可口可樂(KO.US)$ -- New competition/health headwinds
What else should be on this list?
Gapping up
$英特爾(INTC.US)$ popped 2.5% after the chipmaker announced it would be operating its programmable chip unit as a standalone business complete. Intel plans to conduct an initial public offering for the unit within the next two to three years.
$福陸(FLR.US)$ Shares climbed 2.4% following an upgrade to buy at UBS. The firm is bullish on the stock thanks to progress on legacy projects a...
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