Who has better upside SMAR or ODD

**SMAR and ODD present different upside potentials**:

1. **SMAR's Upside Potential**:
- Smartsheet (SMAR) has shown strong revenue growth, with a 21% increase in year-over-year revenue and a 19% year-over-year increase in annualized recurring revenue (ARR) reaching $1 billion. This significant milestone in ARR indicates a strong market position and the ability to generate consistent revenue growth.
- The company's introduction of a new pricing model, which provides broader access to features at a lower price per user, could lead to increased market penetration and customer acquisition.
- SMAR's stock may benefit from its association with the growing cloud-based work management category, which is expected to continue its upward trajectory.
2. **ODD's Upside Potential**:
- Oddity Tech (ODD) has reported a 28% increase in year-over-year net revenue and a significant increase in net income and adjusted net income. The company's financial results for the first quarter of 2024 exceeded expectations, with earnings per share at 61 cents, adjusted, compared to the expected 49 cents.
- ODDITY's investment in technology and product over the past five years is yielding significant returns, with the company positioning itself as a leader in the consumer shift online and the shift to science-backed, high-performance products.
- The company's stock has been positively impacted by a $150 million share buyback program and an upward revision in Q2 guidance, indicating confidence in its future performance.

**Conclusion**: While both SMAR and ODD have shown strong upside potential, the choice between the two depends on an investor's strategy and risk tolerance. SMAR's upside is more directly tied to its revenue growth and innovative pricing model, while ODD's upside is influenced by its strong financial performance, strategic initiatives, and position in the transforming beauty industry. Investors should consider their portfolio's diversification needs and the potential for growth in each sector when making a decision.