Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ELF
SellHot Aire.l.f. Beauty, Inc. · Consumer Defensive · United States · $6.1B · Avg Vol: $208M/d
COMPANY DESCRIPTION
e.l.f. Beauty is a multi-brand beauty company offering cosmetics, skincare, and clean beauty products under brands like e.l.f. Cosmetics. It boasts strong brand resonance with Gen Z and Millennial consumers, a digitally native marketing approach, and a successful strategy of offering high-quality, affordable products. The company is a rapidly growing, digitally savvy beauty firm that has disrupted the market with its value proposition.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 392.2M | 578.8M | 1.0B | 1.3B | 1.6B | 42.9% | 268.4M | 2.0B | 2.1B | 14.0% |
| EPS | 0.43 | 1.17 | 2.33 | 1.99 | 0.45 | 1.1% | 0.98 | 0.52 | 0.55 | 10.6% |
| Shares | 52.2M | 53.8M | 55.6M | 55.7M | 59.1M | +13.1% | 59.0M | — | — | — |
| Debt | 117.0M | 82.2M | 290.6M | 313.0M | 916.9M | 67.3% | 929.3M | — | — | — |
| Equity | 312.4M | 411.0M | 642.6M | 760.9M | 1.1B | 37.9% | — | — | — | — |
| Op CF | 19.5M | 101.9M | 71.2M | 133.8M | 212.5M | 81.7% | 60.7M | — | — | — |
| Inv CF | -4.8M | -1.7M | -284.7M | -19.1M | -605.2M | — | — | — | — | — |
| Fin CF | -29.1M | -22.7M | 200.9M | -74.4M | 533.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of ELF are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ELF | e.l.f. Beauty, Inc.(you) | $6.1B | 30 | Sell |
| COTY | Coty Inc. | $2.5B | 33 | Sell |
| CLX | The Clorox Company | $12.4B | 38 | Hold |
| EL | The Estée Lauder Companies Inc. | $37.4B | 33 | Sell |
| CHD | Church & Dwight Co., Inc. | $24.0B | 47 | Hold |
| IPAR | Interparfums, Inc. | $3.8B | 69 | Buy |
| EPC | Edgewell Personal Care Company | $1.3B | 50 | Hold |
| KMB | Kimberly-Clark Corporation | $36.4B | 52 | Hold |
| NWL | Newell Brands Inc. | $2.6B | 74 | Buy |
| KVUE | Kenvue Inc. | $36.8B | 58 | Hold |
Peer medians: ROE 10.0% · P/E 19.9x · Gross margin 34.5%