In today’s fast-evolving tech landscape, CoreWeave, Inc. (CRWV) and Oddity Tech Ltd. (ODD) stand out as innovative players within the software infrastructure sector. CoreWeave focuses on cloud computing solutions that power AI workloads, while Oddity Tech disrupts consumer beauty and wellness with advanced digital technologies. This comparison explores their market strategies and growth potential to help you decide which company merits a place in your investment portfolio.
Table of contents
Companies Overview
I will begin the comparison between CoreWeave, Inc. Class A Common Stock and Oddity Tech Ltd. by providing an overview of these two companies and their main differences.
CoreWeave Overview
CoreWeave, Inc. operates a cloud platform focused on scaling, support, and acceleration for GenAI workloads. The company builds infrastructure supporting GPU and CPU compute, storage, networking, and managed services for enterprises. Its offerings include VFX rendering, AI model training, and mission control, positioning CoreWeave as a technology provider in the Software – Infrastructure sector. Founded in 2017, it is based in Livingston, New Jersey.
Oddity Tech Overview
Oddity Tech Ltd. is a consumer-tech company specializing in beauty and wellness products through its PowerMatch technology. It focuses on building digital-first brands to disrupt traditional beauty industries, offering a range of skincare and cosmetic products under brands like IL MAKIAGE and SpoiledChild. Incorporated in 2013, Oddity Tech is headquartered in Tel Aviv-Jaffa, Israel, and operates in the Software – Infrastructure sector with a consumer-oriented approach.
Key similarities and differences
Both companies are listed on NASDAQ and operate within the Software – Infrastructure industry, but their business models differ significantly. CoreWeave focuses on cloud infrastructure and AI compute services for enterprises, while Oddity Tech targets consumers with digital-first beauty and wellness brands. CoreWeave has a larger market capitalization and higher volatility, reflecting its infrastructure-driven technology services, compared to Oddity’s consumer product emphasis and smaller scale.
Income Statement Comparison
The table below presents a clear side-by-side comparison of the most recent fiscal year income statement metrics for CoreWeave, Inc. Class A Common Stock (CRWV) and Oddity Tech Ltd. (ODD).
| Metric | CoreWeave, Inc. Class A Common Stock (CRWV) | Oddity Tech Ltd. (ODD) |
|---|---|---|
| Market Cap | 50.4B | 2.01B |
| Revenue | 1.92B | 647M |
| EBITDA | 480M | 125M |
| EBIT | -383M | 116M |
| Net Income | -863M | 101M |
| EPS | -2.33 | 1.78 |
| Fiscal Year | 2024 | 2024 |
Income Statement Interpretations
CoreWeave, Inc. Class A Common Stock
CoreWeave’s revenue surged dramatically from $16M in 2022 to $1.92B in 2024, reflecting rapid expansion. Despite a strong gross margin of 74.24%, the company reported negative net income of -$863M in 2024, with net margins at -45.08%. Operating losses shrank somewhat in 2024, indicating improving operational efficiency amid high interest expenses.
Oddity Tech Ltd.
Oddity Tech showed consistent revenue growth from $111M in 2020 to $647M in 2024, maintaining a favorable gross margin near 72%. The company reported positive net income of $101M in 2024, with net margins improving to 15.69%. EBIT margin rose to 17.87%, supported by minimal interest expenses and steady expansion in profitability and earnings per share.
Which one has the stronger fundamentals?
Oddity Tech demonstrates stronger fundamentals with sustained profitability, positive and growing net margins, and controlled expenses. CoreWeave, despite impressive revenue growth and gross margins, struggles with substantial net losses and high interest expenses. Both are growing, but Oddity’s consistent profitability and margin improvements suggest a more stable income statement profile.
Financial Ratios Comparison
This table presents key financial ratios for CoreWeave, Inc. Class A Common Stock (CRWV) and Oddity Tech Ltd. (ODD) based on their latest fiscal year 2024 data.
| Ratios | CoreWeave, Inc. (CRWV) | Oddity Tech Ltd. (ODD) |
|---|---|---|
| ROE | 2.09% | 35.95% |
| ROIC | 2.08% | 28.56% |
| P/E | -18.73 | 23.75 |
| P/B | -39.11 | 8.54 |
| Current Ratio | 0.39 | 1.79 |
| Quick Ratio | 0.39 | 0.99 |
| D/E (Debt-to-Equity) | -25.68 | 0.08 |
| Debt-to-Assets | 59.56% | 5.17% |
| Interest Coverage | 0.90 | 1521.05 |
| Asset Turnover | 0.11 | 1.47 |
| Fixed Asset Turnover | 0.13 | 19.38 |
| Payout ratio | -6.69% | 0% |
| Dividend yield | 0.36% | 0% |
Interpretation of the Ratios
CoreWeave, Inc. Class A Common Stock
CoreWeave shows a mixed ratio profile with only 28.57% favorable ratios. While return on equity is strong at 208.77%, net margin and return on invested capital are notably weak, accompanied by a low current ratio of 0.39, indicating liquidity concerns. The company does not pay dividends, likely prioritizing reinvestment or growth given its negative free cash flow and operating challenges.
Oddity Tech Ltd.
Oddity Tech exhibits a largely favorable ratio set with 64.29% positive metrics. It posts solid profitability with a 15.69% net margin and 35.95% return on equity, alongside strong asset turnover and interest coverage ratios. Oddity does not pay dividends, consistent with a growth or reinvestment strategy, supported by positive free cash flow and manageable debt levels.
Which one has the best ratios?
Oddity Tech’s ratios are generally more favorable, reflecting better profitability, liquidity, and efficiency. CoreWeave struggles with several key ratios, especially liquidity and profitability, despite a strong return on equity. Therefore, Oddity Tech appears stronger from a ratio standpoint based solely on the provided data.
Strategic Positioning
This section compares the strategic positioning of CoreWeave and Oddity Tech, focusing on Market position, Key segments, and Exposure to technological disruption:
CoreWeave
- Large market cap of 50B in software infrastructure with high volatility and competitive pressure.
- Specializes in cloud platform infrastructure supporting GenAI workloads, including GPU and CPU compute.
- Operates in technology-driven cloud infrastructure with potential exposure to rapid innovation demands.
Oddity Tech
- Smaller market cap of 2B focused on consumer-tech disrupting beauty and wellness industries.
- Builds digital-first brands with PowerMatch technology in beauty and wellness segments.
- Focuses on digital disruption of offline beauty markets, leveraging technology for product innovation.
CoreWeave vs Oddity Tech Positioning
CoreWeave has a broad technological infrastructure focus with a large market presence but faces high volatility. Oddity Tech concentrates on consumer tech disruption with smaller scale but a growing niche in beauty and wellness, reflecting different strategic scopes and industry challenges.
Which has the best competitive advantage?
Oddity Tech shows a very favorable moat with growing ROIC and durable competitive advantage. CoreWeave exhibits an unfavorable moat, destroying value despite stable profitability, indicating weaker competitive positioning.
Stock Comparison
The past year reveals contrasting trading dynamics between CoreWeave, Inc. Class A Common Stock (CRWV) and Oddity Tech Ltd. (ODD), with CRWV showing strong gains despite recent deceleration, while ODD experiences a sustained decline.
Trend Analysis
CoreWeave, Inc. Class A Common Stock (CRWV) experienced a bullish trend over the past 12 months, with a price increase of 153.08%. The trend shows deceleration, with a high standard deviation of 35.67%, a peak price of 183.58, and a recent downward correction of -24.29%.
Oddity Tech Ltd. (ODD) followed a bearish trend over the same 12-month period, declining by 9.16%. The trend also decelerated with lower volatility (std deviation 11.75%), reaching a high of 77.35 and continuing a recent negative move of -21.77%.
Comparing both stocks, CoreWeave (CRWV) delivered the highest market performance with a substantial positive price change, while Oddity Tech (ODD) showed consistent losses and weaker investor demand.
Target Prices
Analysts present a balanced target price consensus for CoreWeave, Inc. and Oddity Tech Ltd., indicating moderate upside potential.
| Company | Target High | Target Low | Consensus |
|---|---|---|---|
| CoreWeave, Inc. Class A Common Stock | 175 | 68 | 115.79 |
| Oddity Tech Ltd. | 80 | 40 | 66.33 |
The consensus target prices suggest that CoreWeave’s stock, currently at 101.23 USD, may offer upside to 115.79 USD, while Oddity Tech, trading at 35.40 USD, shows potential to reach 66.33 USD, reflecting positive analyst outlooks.
Analyst Opinions Comparison
This section compares analysts’ ratings and grades for CoreWeave, Inc. Class A Common Stock (CRWV) and Oddity Tech Ltd. (ODD):
Rating Comparison
CRWV Rating
- Rating: D+, evaluated as Very Favorable
- Discounted Cash Flow Score: 1, Very Unfavorable
- ROE Score: 1, Very Unfavorable
- ROA Score: 1, Very Unfavorable
- Debt To Equity Score: 1, Very Unfavorable
- Overall Score: 1, Very Unfavorable
ODD Rating
- Rating: B+, evaluated as Very Favorable
- Discounted Cash Flow Score: 4, Favorable
- ROE Score: 5, Very Favorable
- ROA Score: 4, Favorable
- Debt To Equity Score: 3, Moderate
- Overall Score: 3, Moderate
Which one is the best rated?
Based strictly on the provided data, ODD is better rated than CRWV across all key metrics, including overall score, discounted cash flow, ROE, ROA, and debt-to-equity, reflecting a stronger financial standing.
Scores Comparison
Here is a comparison of the Altman Z-Score and Piotroski Score for CoreWeave and Oddity Tech:
CRWV Scores
- Altman Z-Score: 0.80, in distress zone, high bankruptcy risk
- Piotroski Score: 3, very weak financial health
ODD Scores
- Altman Z-Score: 3.78, in safe zone, low bankruptcy risk
- Piotroski Score: 6, average financial strength
Which company has the best scores?
Oddity Tech shows stronger financial health with a safe-zone Altman Z-Score and an average Piotroski Score. CoreWeave is in distress zone with a very weak Piotroski Score, indicating higher financial risk.
Grades Comparison
The following is a comparison of the most recent and reliable grades for CoreWeave, Inc. Class A Common Stock and Oddity Tech Ltd.:
CoreWeave, Inc. Class A Common Stock Grades
This table summarizes recent analyst grades from recognized financial institutions for CoreWeave, Inc.:
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| Barclays | Maintain | Equal Weight | 2026-01-12 |
| Wells Fargo | Maintain | Overweight | 2026-01-08 |
| Jefferies | Maintain | Buy | 2026-01-05 |
| DA Davidson | Upgrade | Neutral | 2026-01-05 |
| Goldman Sachs | Maintain | Neutral | 2025-11-17 |
| HC Wainwright & Co. | Maintain | Buy | 2025-11-12 |
| Wells Fargo | Maintain | Overweight | 2025-11-12 |
| Barclays | Maintain | Equal Weight | 2025-11-12 |
| Loop Capital | Maintain | Buy | 2025-11-12 |
| B of A Securities | Maintain | Neutral | 2025-11-11 |
CoreWeave’s analyst grades show a stable outlook with a mix of Buy, Overweight, Equal Weight, and Neutral ratings, with a recent upgrade from Underperform to Neutral.
Oddity Tech Ltd. Grades
This table summarizes recent analyst grades from recognized financial institutions for Oddity Tech Ltd.:
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| Keybanc | Maintain | Overweight | 2026-01-08 |
| JP Morgan | Maintain | Overweight | 2025-12-12 |
| JP Morgan | Maintain | Overweight | 2025-11-21 |
| Barclays | Maintain | Equal Weight | 2025-11-21 |
| Morgan Stanley | Maintain | Equal Weight | 2025-11-21 |
| Needham | Maintain | Buy | 2025-11-20 |
| Keybanc | Maintain | Overweight | 2025-10-08 |
| JMP Securities | Maintain | Market Outperform | 2025-09-23 |
| Morgan Stanley | Maintain | Equal Weight | 2025-08-06 |
| JMP Securities | Maintain | Market Outperform | 2025-08-05 |
Oddity Tech maintains predominantly Overweight and Market Outperform ratings, with several equal weight assessments, reflecting a relatively positive analyst consensus.
Which company has the best grades?
Both CoreWeave and Oddity Tech have received Buy consensus ratings from analysts. Oddity Tech’s grades trend more consistently towards Overweight and Market Outperform, while CoreWeave shows a broader range from Buy to Neutral. Investors may interpret Oddity’s grades as reflecting stronger confidence, potentially indicating better relative momentum or outlook.
Strengths and Weaknesses
The table below compares CoreWeave, Inc. Class A Common Stock (CRWV) and Oddity Tech Ltd. (ODD) across key criteria reflecting their current market and financial positions.
| Criterion | CoreWeave, Inc. (CRWV) | Oddity Tech Ltd. (ODD) |
|---|---|---|
| Diversification | Limited product segmentation; narrow focus | Not specified; presumed more diversified |
| Profitability | Negative net margin (-45.08%), value shedding | Positive net margin (15.69%), value creation |
| Innovation | Neutral ROIC trend, low asset turnover | Growing ROIC, strong asset turnover |
| Global presence | Not explicitly detailed | Presumed global reach with solid financials |
| Market Share | Unfavorable economic moat | Very favorable moat with durable competitive edge |
Key takeaways: Oddity Tech Ltd. stands out with strong profitability, efficient capital use, and a growing competitive advantage. CoreWeave faces challenges with value destruction and weak financial ratios, signaling higher risk for investors.
Risk Analysis
Below is a risk comparison table for CoreWeave, Inc. Class A Common Stock (CRWV) and Oddity Tech Ltd. (ODD) based on the most recent financial year 2024:
| Metric | CoreWeave, Inc. (CRWV) | Oddity Tech Ltd. (ODD) |
|---|---|---|
| Market Risk | Very high beta of 21.65, indicating extreme volatility | Moderate beta of 3.18, showing moderate volatility |
| Debt level | High debt-to-assets at 59.56%, poor interest coverage (-1.06) | Low debt-to-assets at 5.17%, strong interest coverage (1521.05) |
| Regulatory Risk | US technology sector, moderate but evolving regulations | Israeli consumer-tech, potential regulatory challenges in global markets |
| Operational Risk | Low current and quick ratios (0.39), weak asset turnover | Healthy liquidity ratios, strong asset turnover (1.47) |
| Environmental Risk | Moderate, typical for software infrastructure companies | Low to moderate, mainly consumer product focus |
| Geopolitical Risk | Mainly US-based, stable environment | Exposure to geopolitical tensions in Israel and global markets |
Synthesizing these risks, CoreWeave faces the highest market and financial risk due to its extreme beta and heavy leverage with poor liquidity and negative profitability, placing it in financial distress. Oddity Tech, with stronger financials and safer balance sheet, faces moderate market risk and geopolitical uncertainty. Investors should be particularly cautious with CoreWeave’s volatility and solvency issues in 2026.
Which Stock to Choose?
CoreWeave, Inc. Class A Common Stock (CRWV) shows a strong revenue growth of 12,000% over 2022-2024 but suffers from negative net margins (-45.08%) and weak profitability metrics. Its financial ratios are mostly unfavorable, with a current ratio of 0.39 and high debt-to-assets at 59.56%, reflecting liquidity and leverage concerns. The company’s rating is very unfavorable despite a favorable ROE of 208.77%. Its MOAT analysis signals value destruction with ROIC far below WACC.
Oddity Tech Ltd. (ODD) presents consistent favorable income statement metrics, including a positive net margin of 15.69% and steady revenue growth of 485% over 2020-2024. Financial ratios are largely favorable, with a strong current ratio of 1.79, low debt-to-assets at 5.17%, and healthy returns on equity (35.95%) and invested capital. The company holds a moderate overall rating (B+) and demonstrates a very favorable MOAT with ROIC exceeding WACC and a growing profitability trend.
For investors prioritizing growth potential, CRWV’s rapid revenue expansion might appear attractive despite its current financial weaknesses and value destruction warning. Conversely, ODD could be seen as more favorable for those seeking stable profitability and financial health, supported by a durable competitive advantage and solid rating. The choice may depend on an investor’s risk tolerance and investment strategy focus.
Disclaimer: Investment carries a risk of loss of initial capital. The past performance is not a reliable indicator of future results. Be sure to understand risks before making an investment decision.
Go Further
I encourage you to read the complete analyses of CoreWeave, Inc. Class A Common Stock and Oddity Tech Ltd. to enhance your investment decisions:
