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Consumer Defensive - Household & Personal Products - NYSE - US
$ 130.98
1.16 %
$ 7.38 B
Market Cap
68.22
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one ELF stock under the worst case scenario is HIDDEN Compared to the current market price of 131 USD, e.l.f. Beauty, Inc. is HIDDEN

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one ELF stock under the base case scenario is HIDDEN Compared to the current market price of 131 USD, e.l.f. Beauty, Inc. is HIDDEN

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one ELF stock under the best case scenario is HIDDEN Compared to the current market price of 131 USD, e.l.f. Beauty, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart ELF

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$140.0$140.0$130.0$130.0$120.0$120.0$110.0$110.0$100.0$100.0$90.0$90.0$80.0$80.0$70.0$70.0$60.0$60.0$50.0$50.0$40.0$40.015 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '2515 Jun15 JunJul '25Jul '25
FINANCIALS
1.31 B REVENUE
28.28%
158 M OPERATING INCOME
5.58%
112 M NET INCOME
-12.20%
134 M OPERATING CASH FLOW
88.10%
-19.1 M INVESTING CASH FLOW
93.29%
-74.4 M FINANCING CASH FLOW
-37.05%
333 M REVENUE
-6.38%
44.3 M OPERATING INCOME
26.31%
28.3 M NET INCOME
63.68%
136 M OPERATING CASH FLOW
1025.28%
-11.4 M INVESTING CASH FLOW
-116.88%
-50.2 M FINANCING CASH FLOW
-2079.45%
Balance Sheet e.l.f. Beauty, Inc.
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Current Assets 541 M
Cash & Short-Term Investments 149 M
Receivables 126 M
Other Current Assets 266 M
Non-Current Assets 708 M
Long-Term Investments 0
PP&E 28.8 M
Other Non-Current Assets 679 M
11.91 %10.10 %21.30 %54.39 %Total Assets$1.2b
Current Liabilities 177 M
Accounts Payable 72.2 M
Short-Term Debt 7.62 M
Other Current Liabilities 97.3 M
Non-Current Liabilities 310 M
Long-Term Debt 257 M
Other Non-Current Liabilities 53.6 M
14.81 %19.96 %52.67 %11.00 %Total Liabilities$487.3m
EFFICIENCY
Earnings Waterfall e.l.f. Beauty, Inc.
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Revenue 1.31 B
Cost Of Revenue 378 M
Gross Profit 936 M
Operating Expenses 778 M
Operating Income 158 M
Other Expenses 45.9 M
Net Income 112 M
1b1b1b1b1b1b800m800m600m600m400m400m200m200m001b(378m)936m(778m)158m(46m)112mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
71.24% GROSS MARGIN
71.24%
12.03% OPERATING MARGIN
12.03%
8.53% NET MARGIN
8.53%
14.73% ROE
14.73%
8.98% ROA
8.98%
18.01% ROIC
18.01%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis e.l.f. Beauty, Inc.
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120m120m100m100m80m80m60m60m40m40m20m20m00(20m)(20m)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 112 M
Depreciation & Amortization 44.1 M
Capital Expenditures -18.5 M
Stock-Based Compensation 71.8 M
Change in Working Capital 0
Others 0
Free Cash Flow 115 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets e.l.f. Beauty, Inc.
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Wall Street analysts predict an average 1-year price target for ELF of $165 , with forecasts ranging from a low of $75 to a high of $260 .
ELF Lowest Price Target Wall Street Target
75 USD -42.74%
ELF Average Price Target Wall Street Target
165 USD 26.15%
ELF Highest Price Target Wall Street Target
260 USD 98.50%
Price
Max Price Target
Min Price Target
Average Price Target
300300250250200200150150100100505000Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26Jun '26Jun '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 14
6. Ownership
Insider Ownership e.l.f. Beauty, Inc.
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Sold
0-3 MONTHS
33.6 M USD 8
3-6 MONTHS
641 K USD 2
6-9 MONTHS
1.44 M USD 4
9-12 MONTHS
12.6 M USD 3
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
What Are 5 Great Growth Stocks to Buy That Are Down 20% or More? While the market has returned to new highs, not every growth stock has rebounded at the same pace. Five stocks still down 20% or more from all-time highs that look attractive are Advanced Micro Devices (AMD -0.45%), GitLab (GTLB 2.73%), e.l.f. fool.com - 1 day ago
3 Great American Growth Stocks to Buy This July Regularly buying shares of growing businesses through the stock market is one of the best ways to build wealth, and it's often the case that the brands you are most familiar with can make rewarding investments. For this Independence Day, you might consider investing in these U.S.-based companies. fool.com - 2 days ago
e.l.f. Beauty: Rhode Acquisition Is A Huge Catalyst (Rating Upgrade) I am upgrading e.l.f. Beauty to a 'buy' with a price target of $160 per share, as management has addressed my key concerns and restored investor confidence. The Rhode acquisition is a major growth lever, strengthening e.l.f.'s Gen Z appeal and expanding its product and international reach. Plus, management has clearly outlined tariff mitigation strategies that include price increases, supply chain diversification, and international expansion to offset $50M in annualized costs. seekingalpha.com - 3 days ago
e.l.f. Beauty (ELF) Beats Stock Market Upswing: What Investors Need to Know e.l.f. Beauty (ELF) closed the most recent trading day at $130.98, moving +1.16% from the previous trading session. zacks.com - 4 days ago
E.L.F. BEAUTY ALERT: Bragar Eagel & Squire, P.C. is Investigating e.l.f. NEW YORK, July 02, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against e.l.f. Beauty, Inc. (NYSE: ELF) on behalf of long-term stockholders following a class action complaint that was filed against e.l.f. Beauty on March 6, 2025 with a Class Period from November 1, 2023 to November 19, 2024. Our investigation concerns whether the board of directors of e.l.f. Beauty have breached their fiduciary duties to the company. globenewswire.com - 5 days ago
EWCZ or ELF: Which Is the Better Value Stock Right Now? Investors interested in Cosmetics stocks are likely familiar with European Wax Center, Inc. (EWCZ) and e.l.f. Beauty (ELF). zacks.com - 5 days ago
e.l.f. Beauty Is A Buy As It Builds A Global Beauty Empire e.l.f. Beauty's $1B Rhode acquisition and transparent price hikes showcase its agility and pricing power, even amid tariff and integration risks. The brand dominates Gen Z mindshare, scales internationally with asset-light efficiency, and leverages digital-native strategies for rapid growth. Despite slower sales growth, e.l.f. maintains strong margins, robust cash flow, and manageable leverage, justifying its premium valuation. seekingalpha.com - 5 days ago
These 3 Stocks Melted up in the Last 3 Months With the firsts half of 2025 in the books, growth-minded investors may be wondering which big gainers still have gas in the tank. 247wallst.com - 6 days ago
My 5 Favorite Stocks to Buy Right Now While technology stocks get all the press, there are also some great growth stocks in the consumer products space. Let's look at five of my favorites in the sector to buy right now. fool.com - 1 week ago
Why e.l.f. Beauty (ELF) Outpaced the Stock Market Today In the latest trading session, e.l.f. Beauty (ELF) closed at $126.33, marking a +1.15% move from the previous day. zacks.com - 1 week ago
e.l.f. Beauty (ELF) Is a Trending Stock: Facts to Know Before Betting on It e.l.f. Beauty (ELF) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects. zacks.com - 1 week ago
Our Computers Are Modeling a Raging Bull Market Its latest 3 top picks suggest more gains to come. investorplace.com - 2 weeks ago
8. Profile Summary

e.l.f. Beauty, Inc. ELF

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COUNTRY US
INDUSTRY Household & Personal Products
MARKET CAP $ 7.38 B
Dividend Yield 0.00%
Description e.l.f. Beauty, Inc., together with its subsidiaries, provides cosmetic and skin care products under the e.l.f. Cosmetics, e.l.f. Skin, Well People, and Keys Soulcare brand names worldwide. The company offers eye, lip, face, face, paw, and skin care products. It sells its products through national and international retailers and direct-to-consumer channels, which include e-commerce platforms in the United States, and internationally primarily through distributors. The company was formerly known as J.A. Cosmetics Holdings, Inc. and changed its name to e.l.f. Beauty, Inc. in April 2016. e.l.f. Beauty, Inc. was founded in 2004 and is headquartered in Oakland, California.
Contact 570 10th Street, Oakland, CA, 94607 https://www.elfcosmetics.com
IPO Date Sept. 22, 2016
Employees 633
Officers Mr. Josh Franks Senior Vice President & Chief Operating Officer Ms. Jennie Laar Senior Vice President & Chief Commercial Officer Mr. Scott K. Milsten J.D. Chief People Officer, Senior Vice President, General Counsel & Corporate Secretary Ms. Melinda Fried Head of Corporate Communications Ms. Kory A. Marchisotto Senior Vice President, Chief Marketing Officer & President of Keys Soulcare Mr. Tarang P. Amin Chairman, Chief Executive Officer & President Ms. Mandy J. Fields Senior Vice President & Chief Financial Officer Ms. Kristina Casey Katten Vice President of Investor Relations