In today’s fast-evolving technology landscape, choosing the right company for your portfolio requires insight into innovation and market position. CrowdStrike Holdings, Inc. (CRWD) and Oddity Tech Ltd. (ODD) both operate within the technology sector but focus on vastly different niches—cybersecurity and consumer tech, respectively. This comparison explores their growth strategies and market potential to help you identify which company offers the most compelling investment opportunity. Let’s dive into the details to guide your decision.
Table of contents
Companies Overview
I will begin the comparison between CrowdStrike and Oddity Tech by providing an overview of these two companies and their main differences.
CrowdStrike Overview
CrowdStrike Holdings, Inc. is a leading provider of cloud-delivered protection focusing on endpoints, cloud workloads, identity, and data security. Its Falcon platform offers threat intelligence, managed security services, and Zero Trust identity protection. Founded in 2011 and headquartered in Austin, Texas, CrowdStrike serves a global customer base and operates primarily through subscription sales via a direct sales team and channel partners.
Oddity Tech Overview
Oddity Tech Ltd. is a consumer-tech company operating worldwide, specializing in beauty and wellness products powered by its proprietary PowerMatch technology. The company builds and scales digital-first brands to disrupt traditional offline beauty and wellness sectors. Founded in 2013 and based in Tel Aviv-Jaffa, Israel, Oddity offers various cosmetic and skincare products under brands such as IL MAKIAGE and SpoiledChild.
Key similarities and differences
Both companies operate in the technology sector and are listed on NASDAQ, but they target different markets: CrowdStrike focuses on cybersecurity with cloud infrastructure software, while Oddity Tech operates in consumer technology with digital-first beauty and wellness products. CrowdStrike has a significantly larger market cap and employee base, reflecting its scale and enterprise focus, whereas Oddity is smaller with a higher beta, indicating greater stock volatility.
Income Statement Comparison
Below is a comparative table showing key income statement metrics for CrowdStrike Holdings, Inc. and Oddity Tech Ltd. for their most recent fiscal years.
| Metric | CrowdStrike Holdings, Inc. (2025) | Oddity Tech Ltd. (2024) |
|---|---|---|
| Market Cap | 114.4B | 2.01B |
| Revenue | 3.95B | 647M |
| EBITDA | 295M | 125M |
| EBIT | 81M | 116M |
| Net Income | -19.3M | 101.5M |
| EPS | -0.08 | 1.78 |
| Fiscal Year | 2025 | 2024 |
Income Statement Interpretations
CrowdStrike Holdings, Inc.
CrowdStrike’s revenue showed strong growth from 2021 to 2025, increasing by over 350%, with net income improving overall but turning negative in the most recent year. Gross margins remained favorable around 75%, while EBIT margins were neutral. The latest fiscal year saw revenue rise nearly 30%, but EBIT declined sharply and net income turned negative, reflecting rising operating expenses.
Oddity Tech Ltd.
Oddity Tech experienced consistent revenue and net income growth from 2020 to 2024, with revenues nearly quintupling and net income increasing more than sevenfold. Margins improved steadily, including a strong EBIT margin near 18% and a favorable net margin above 15%. The most recent year showed continued robust growth in revenue, profitability, and EPS, supported by stable cost management.
Which one has the stronger fundamentals?
Oddity Tech exhibits stronger fundamentals with uniformly favorable margin metrics, robust growth across all key income statement figures, and consistent profitability. CrowdStrike, while showing significant revenue growth and favorable gross margins, faces challenges with recent negative net income and declining EBIT, indicating less stability and higher risk in its earnings quality.
Financial Ratios Comparison
The table below presents the most recent key financial ratios for CrowdStrike Holdings, Inc. (CRWD) and Oddity Tech Ltd. (ODD) for their fiscal years ending in 2025 and 2024 respectively, providing a snapshot of their financial health and valuation metrics.
| Ratios | CrowdStrike Holdings, Inc. (2025) | Oddity Tech Ltd. (2024) |
|---|---|---|
| ROE | -0.59% | 35.95% |
| ROIC | 0.70% | 28.56% |
| P/E | -5056 | 23.75 |
| P/B | 29.71 | 8.54 |
| Current Ratio | 1.67 | 1.79 |
| Quick Ratio | 1.67 | 0.99 |
| D/E (Debt-to-Equity) | 0.24 | 0.08 |
| Debt-to-Assets | 9.07% | 5.17% |
| Interest Coverage | -4.58 | 1521.05 |
| Asset Turnover | 0.45 | 1.47 |
| Fixed Asset Turnover | 4.76 | 19.38 |
| Payout ratio | 0 | 0 |
| Dividend yield | 0% | 0% |
Interpretation of the Ratios
CrowdStrike Holdings, Inc.
CrowdStrike shows a mixed ratio profile with 43% favorable and 43% unfavorable metrics, reflecting a neutral overall stance. Key concerns include negative net margin (-0.49%) and return on equity (-0.59%), alongside a high price-to-book ratio (29.71). However, liquidity appears solid with a current ratio of 1.67. The company does not pay dividends, likely due to ongoing investment in growth and innovation.
Oddity Tech Ltd.
Oddity Tech exhibits a predominantly favorable ratio set, with 64% positive and 21% negative metrics, suggesting overall financial strength. It posts a robust net margin of 15.69% and return on equity of 35.95%, but a higher weighted average cost of capital at 18.68%. Oddity does not distribute dividends, possibly prioritizing reinvestment to support its expansion and product development.
Which one has the best ratios?
Oddity Tech demonstrates stronger profitability and operational efficiency ratios compared to CrowdStrike, with superior returns and liquidity measures. CrowdStrike’s ratios suggest more caution due to persistent losses and valuation concerns. Overall, Oddity’s financial ratios appear more favorable, indicating better performance metrics within the provided data scope.
Strategic Positioning
This section compares the strategic positioning of CrowdStrike Holdings, Inc. and Oddity Tech Ltd., focusing on Market position, Key segments, and Exposure to technological disruption:
CrowdStrike Holdings, Inc.
- Leading global player in cloud-delivered endpoint protection, facing competitive pressure in cybersecurity.
- Key business drivers are subscription services for cybersecurity, with professional services as a smaller segment.
- Exposure to disruption through cloud and cybersecurity innovation, offering Zero Trust and managed security services.
Oddity Tech Ltd.
- Consumer-tech disruptor in beauty and wellness, competing in offline-dominated markets with digital-first brands.
- Focused on beauty and wellness products leveraging proprietary PowerMatch technology under multiple brands.
- Disruption through technology-driven digital brand scaling in beauty and wellness sectors, offline to online shift.
CrowdStrike vs Oddity Positioning
CrowdStrike’s strategic approach centers on a diversified cybersecurity platform with global scale, while Oddity concentrates on digital-first beauty and wellness brands disrupting traditional markets. CrowdStrike benefits from broad subscription revenue; Oddity leverages innovation in a niche consumer segment.
Which has the best competitive advantage?
Oddity shows a very favorable moat with ROIC above WACC and growing profitability, indicating durable competitive advantage. CrowdStrike has a slightly unfavorable moat status, shedding value despite improving ROIC trends.
Stock Comparison
The past year saw divergent trajectories for CrowdStrike Holdings, Inc. (CRWD) and Oddity Tech Ltd. (ODD), with CRWD experiencing a strong bullish trend marked by significant price appreciation, while ODD faced a bearish trend with declining prices and contrasting volume dynamics.
Trend Analysis
CrowdStrike Holdings, Inc. recorded a 45.71% price increase over the past 12 months, indicating a bullish trend with decelerating momentum. The stock ranged between a low of 217.89 and a high of 543.01, with notable volatility reflected in an 80.53 standard deviation.
Oddity Tech Ltd. showed a 9.16% decline over the same period, confirming a bearish trend with decelerating pace. Its price fluctuated from 32.19 to 77.35, accompanied by lower volatility at a standard deviation of 11.75.
Comparing both, CrowdStrike delivered the highest market performance with strong positive returns, whereas Oddity Tech’s stock trended downward, indicating weaker market gains in the analyzed period.
Target Prices
Analysts present a clear consensus on target prices for CrowdStrike Holdings, Inc. and Oddity Tech Ltd.
| Company | Target High | Target Low | Consensus |
|---|---|---|---|
| CrowdStrike Holdings, Inc. | 706 | 353 | 553.47 |
| Oddity Tech Ltd. | 80 | 40 | 66.33 |
For CrowdStrike, the consensus target price of 553.47 USD suggests upside potential from the current 453.88 USD stock price. Oddity Tech’s consensus target of 66.33 USD also indicates significant expected gains from its present price near 35.4 USD.
Analyst Opinions Comparison
This section compares analysts’ ratings and grades for CrowdStrike Holdings, Inc. and Oddity Tech Ltd.:
Rating Comparison
CRWD Rating
- Rating: C, classified as Very Favorable by analysts.
- Discounted Cash Flow Score: 4, indicating a Favorable valuation based on future cash flows.
- ROE Score: 1, marked as Very Unfavorable, showing low profit generation from equity.
- ROA Score: 1, Very Unfavorable, indicating poor asset utilization.
- Debt To Equity Score: 3, Moderate, suggesting average financial risk in terms of leverage.
- Overall Score: 2, Moderate overall financial standing.
ODD Rating
- Rating: B+, classified as Very Favorable by analysts.
- Discounted Cash Flow Score: 4, indicating a Favorable valuation based on future cash flows.
- ROE Score: 5, marked as Very Favorable, reflecting strong profit generation efficiency.
- ROA Score: 4, Favorable, showing effective use of assets to generate earnings.
- Debt To Equity Score: 3, Moderate, also indicating average financial risk in leverage.
- Overall Score: 3, Moderate overall financial standing, slightly higher than CRWD.
Which one is the best rated?
Based strictly on the provided data, Oddity Tech Ltd. holds a better overall rating (B+) compared to CrowdStrike’s (C). ODD outperforms CRWD notably in ROE and ROA scores, reflecting stronger profitability and asset efficiency.
Scores Comparison
Here is a comparison of CrowdStrike and Oddity Tech scores based on Altman Z-Score and Piotroski Score:
CRWD Scores
- Altman Z-Score: 12.38, indicating a strong position in the safe zone.
- Piotroski Score: 4, reflecting average financial strength.
ODD Scores
- Altman Z-Score: 3.78, also in the safe zone but much lower.
- Piotroski Score: 6, indicating a better than average financial condition.
Which company has the best scores?
Based strictly on the data, CrowdStrike holds a significantly higher Altman Z-Score suggesting stronger bankruptcy safety. Oddity Tech, however, has a higher Piotroski Score, indicating comparatively better financial strength.
Grades Comparison
Here is a detailed comparison of the recent grades for CrowdStrike Holdings, Inc. and Oddity Tech Ltd.:
CrowdStrike Holdings, Inc. Grades
This table summarizes recent grades from reputable financial institutions for CrowdStrike Holdings, Inc.:
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| Citigroup | Maintain | Buy | 2026-01-13 |
| BTIG | Maintain | Buy | 2026-01-13 |
| Keybanc | Downgrade | Sector Weight | 2026-01-12 |
| Berenberg | Upgrade | Buy | 2026-01-09 |
| Stephens & Co. | Maintain | Overweight | 2025-12-18 |
| Morgan Stanley | Maintain | Equal Weight | 2025-12-18 |
| Freedom Capital Markets | Upgrade | Buy | 2025-12-11 |
| Citigroup | Maintain | Buy | 2025-12-04 |
| Goldman Sachs | Maintain | Buy | 2025-12-04 |
| Scotiabank | Maintain | Sector Outperform | 2025-12-03 |
The grades for CrowdStrike show a generally positive consensus, with multiple upgrades and a majority maintaining or affirming Buy or Overweight ratings.
Oddity Tech Ltd. Grades
This table summarizes recent grades from reputable 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 Ltd.’s grades display consistent maintenance of Overweight and Market Outperform ratings, suggesting stable confidence from analysts.
Which company has the best grades?
CrowdStrike Holdings, Inc. has received a higher volume of Buy and upgrade actions compared to Oddity Tech Ltd., which mostly maintains its prior ratings. For investors, CrowdStrike’s more frequent upgrades could indicate stronger analyst conviction and potential momentum, while Oddity’s steady grades suggest stable but less dynamic outlook.
Strengths and Weaknesses
The table below compares key strengths and weaknesses of CrowdStrike Holdings, Inc. (CRWD) and Oddity Tech Ltd. (ODD) based on the most recent financial and strategic data.
| Criterion | CrowdStrike Holdings, Inc. (CRWD) | Oddity Tech Ltd. (ODD) |
|---|---|---|
| Diversification | Moderate: Revenue primarily from Subscription and Circulation (3.76B in 2025) with growing Professional Services (192M) | Limited data, but appears focused on core tech offerings |
| Profitability | Low: Negative net margin (-0.49%), ROIC slightly positive (0.7%) but below WACC; company is shedding value | High: Net margin 15.69%, ROIC 28.56% above WACC; strong value creator |
| Innovation | Growing ROIC trend suggests improving innovation and efficiency despite current challenges | Strong innovation indicated by durable competitive advantage and growing ROIC |
| Global presence | Strong global footprint as a cybersecurity leader with expanding subscription base | Smaller scale but rapidly growing with favorable financial ratios |
| Market Share | Significant market share in cybersecurity subscription services | Niche player with potential for market expansion |
Key takeaways: Oddity Tech Ltd. shows a robust financial profile with strong profitability and efficient capital use, indicating a durable competitive advantage. CrowdStrike, while currently shedding value, demonstrates improving profitability trends and solid subscription revenue growth, suggesting potential recovery but with higher risk. Investors should weigh Oddity’s stability against CrowdStrike’s growth prospects and risk profile.
Risk Analysis
Below is a comparative table outlining key risk metrics for CrowdStrike Holdings, Inc. (CRWD) and Oddity Tech Ltd. (ODD) based on the most recent data:
| Metric | CrowdStrike Holdings, Inc. (CRWD) | Oddity Tech Ltd. (ODD) |
|---|---|---|
| Market Risk | Beta 1.03 – Moderate volatility | Beta 3.18 – High volatility |
| Debt level | Debt-to-Equity 0.24 – Low risk | Debt-to-Equity 0.08 – Very low risk |
| Regulatory Risk | Moderate, US cybersecurity sector | Moderate, Israeli consumer-tech regulations |
| Operational Risk | Medium – dependency on cloud services | Medium – digital brand scaling challenges |
| Environmental Risk | Low – software industry | Low – consumer-tech industry |
| Geopolitical Risk | Moderate – US tech regulations | High – Israel regional tensions |
The most impactful and likely risks differ: CrowdStrike faces moderate market and regulatory risks due to its US cybersecurity focus, while Oddity Tech’s higher beta and geopolitical exposure in Israel present greater volatility and uncertainty. Both have low debt levels, reducing financial risk, but Oddity’s high market risk and geopolitical challenges warrant careful monitoring.
Which Stock to Choose?
CrowdStrike Holdings, Inc. (CRWD) shows strong revenue growth of 29.4% in 2025 and a favorable global income statement evaluation. However, profitability remains weak with negative net margin and returns on equity and assets, while debt metrics are favorable and the overall financial ratios status is neutral. The company’s rating is very favorable despite mixed financial scores, and its MOAT evaluation suggests slight value destruction but improving profitability.
Oddity Tech Ltd. (ODD) demonstrates robust profitability with a 15.7% net margin and high returns on equity and invested capital. Its income statement and financial ratios are predominantly favorable, supported by low debt levels and strong interest coverage. Rating metrics confirm a very favorable status, and the MOAT evaluation indicates durable competitive advantage and value creation, despite a relatively high weighted average cost of capital.
For investors, ODD might appear more suitable for those seeking companies with strong profitability and value creation, while CRWD could be interpreted as appealing to those prioritizing growth potential amid improving profitability but with higher financial uncertainty. The final choice could depend on one’s risk tolerance and investment strategy.
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 CrowdStrike Holdings, Inc. and Oddity Tech Ltd. to enhance your investment decisions:
