Educational research only—not investment advice or a recommendation. Scores and estimates may use delayed, incomplete, restated, or corrected market and filing data. Independently verify information before making an investment decision.

e.l.f. Beauty, Inc.

ELFNYSE
Wall Street Score · overall investment33/100
$113.17USD+$0.23 (+0.20%)
Company website www.elfbeauty.com
Headquarters570 10th Street, Oakland, CA, 94607, US
Financial statement currencyUSD · no FX conversion applied
Consumer Defensive · Household & Personal Products
Price updated todayFinancials updated Oct 1, 2026

ELF · Price history

Price at last available close

$113.17

+$11.37 (+11.17%) 1M

2026-10-27

Tap or drag sideways to inspect a price. Use two fingers to compare automatically. Release to scroll. Use Shift + arrow keys to compare with a keyboard.

Company & revenue

About e.l.f. Beauty, Inc.

Primary reporting period: 2026-03-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.

Who they are

e. l. f.

How they make money

e.l.f. Beauty operates a multi-brand, omni-channel business model that generates revenue by selling cosmetics and skin care products through national and international retail partners and its own direct-to-consumer e-commerce channels. The company leverages a "first-to-mass" innovation strategy, utilizing digital insights and a rapid product development cycle to offer prestige-quality products at accessible price points.

Products & services

The company offers a range of beauty products including eye, lip, and face makeup, beauty tools, accessories, and skin care products under its various brand names.

Brands & revenue mix

e.l.f. Cosmetics

Flagship brand offering mass-market cosmetics.

Separate brand revenue is not available in this research.Source

e.l.f. SKIN

Skin care brand.

Separate brand revenue is not available in this research.Source

rhode

Skin care and beauty brand.

Separate brand revenue is not available in this research.Source

Naturium

Skin care brand.

Separate brand revenue is not available in this research.Source

Well People

Clean beauty brand.

Separate brand revenue is not available in this research.Source

Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.

Product / operating segments

No reconciled product or operating-segment revenue breakdown is available for the current research period. Company-wide revenue remains separate from segment disclosure.

Geographic revenue

UNITED STATESUSD 1.29B79.0%

Period ended 2026-03-31Source

Other Non-USUSD 344.10M21.0%

Period ended 2026-03-31Source

Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.

Customer types

  • National and international retailersSource
  • Direct-to-consumer e-commerce customersSource

Disclosed major customers

Customer concentration

For the fiscal year ended March 31, 2026, Target, Walmart, Amazon, and Sephora accounted for 18%, 13%, 11%, and 10% of net sales, respectively.

Suppliers, materials & equipment

  • Contract Manufacturers — The company relies on third-party contract manufacturers to produce its products; specific supplier names are not disclosed.Source

Competitors

  • L’Oréal — Multinational beauty company competing in mass and prestige cosmetics and skin care.Source
  • Estee Lauder — Multinational beauty company competing in cosmetics and skin care.Source
  • Coty — Multinational beauty company competing in cosmetics and skin care.Source
  • Unilever — Multinational consumer goods company with beauty and personal care brands.Source
  • LVMH — Multinational luxury goods company with beauty and cosmetics brands.Source
  • Shiseido — Multinational beauty company competing in cosmetics and skin care.Source
  • Beiersdorf — Multinational beauty and personal care company.Source
  • Procter & Gamble — Multinational consumer goods company with beauty and personal care brands.Source

Strengths

  • Productivity and value propositionSource
  • Disruptive marketing engineSource
  • Omni-channel distribution strategySource

Risks

  • Reliance on a limited number of retail customersSource
  • Dependence on third-party contract manufacturersSource
  • Intense competition in the beauty industrySource

Financial risk observations and what to check

These are saved observations about business performance, not predictions. Review the company filings alongside the interpretation below. Latest stored financial period end: 2026-06-30.

Total debt increased 192.8% versus the same quarter last year.

Compare the added borrowing with available cash, cash generation and maturities. A percentage increase from a small starting balance can look large without measuring the full debt burden.

Wall Street Score

Overall investment score · Quality, value, risk and opportunity

33

Poor

PoorElite

View category scores →

Company Quality

How good is the actual business—regardless of today’s stock price?

57

Fair

Financial Strength

38

Business Quality / Moat

87

Management

45

Growth Quality

59

Risk / Durability

62

Weak Company · Expensive Stock

Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.

Opportunity

Opportunity Score · How does the current price compare with estimated value?

32

Avoid

Based on current valuation, company quality, recent trends, and available market signals.

View score details →

Model Outlook

12-month model · What does the model think happens next?

41/100

Building Historical Record

Model Score 41/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.

Probability unavailable — the model has not produced a calibrated probability yet.

Click for full breakdown →

WSS View

The quick read

The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.

At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.

The model outlook is currently cautious.

What we like
  • •Recent buyback activity is present
What to watch
  • •Valuation is a weaker part of the current profile
  • •Revenue fundamentals are weak
  • •Debt / balance-sheet profile needs attention

Company-specific research

Questions worth answering for ELF

Research inputs 100% complete

These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.

  • •Can ELF maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
  • •Is ELF's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
  • •Is ELF's debt load manageable relative to cash generation, interest costs and upcoming maturities?
  • •What future growth or profitability would be needed to justify ELF's current valuation?
  • •What does the current fundamental change risk warning mean for the reliability or interpretation of ELF's score?
Business analysis: 15 days ago · Fresh

Essential Investment Snapshot

Wall Street Score

33

0–100 · Poor

Opportunity Score

32

0–100 · Poor

Market Cap

$6.68B

P/E Ratio

100.8

EPS

$1.00

52-Week High

$147.75

52-Week Low

$48.82

Beta

2.39

Intrinsic Value

$38.55

Analyst Target

$100.00

Shares Outstanding

59.4M

Total Revenue

$1.76B

Total Debt

$921.7M

Dividend

No current dividend

View dividend history

Liquidation Value / Share

$19.69

Estimated net asset value per share

Momentum & Volatility Signals

Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.

0–100 market signals
Momentum
75/ 100
-12 pts / 5d

Building upward momentum

5D -1.4% · 20D +11.3% · RSI 68 · Price vs 20D avg +3.4%
Volatility
23/ 100
-1 pts / 5d

Low movement

20D realized vol 33.4% · 60D 44.5% · Acceleration 0.75x
Momentum = Where is it going?

A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.

Volatility = How violently is it moving?

A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.

Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.

Notices for ELF

Detected from reported data — verify before acting.

Historical repurchase activity

Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.

Community Sentiment

0 active · 0 total calls
0% Bullish (0) 0% Bearish (0)

No personal call yet on ELF.

Potential upside factors

  • +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
  • +Productivity and value proposition.
  • +Disruptive marketing engine.
  • +Omni-channel distribution strategy.

Potential downside factors

  • −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Household & Personal Products industry.
  • −Reliance on a limited number of retail customers.
  • −Dependence on third-party contract manufacturers.
  • −Intense competition in the beauty industry.

These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.

Create a free account to make a call.

Scores

Click any score for full breakdown
Wall Street Score
Weak33/ 100
Weak (0–50)Fair (51–71)Strong (72+)

Poor

33

Tap for breakdown →

Poor

38

Debt Cost4.4%
Debt Reduction YoY-192.9%
Debt / Equity0.81x

Tap for breakdown →

Poor

33

Revenue YoY7.7%
Revenue CAGR26.4%
Net Margin3.4%

Tap for breakdown →

Fair

68

Asset Growth YoY91.8%
Liquidation/Share$19.69
Net Assets/MCap0.26x

Tap for breakdown →

Poor

7

Earnings Yield1.0%
Buyback Yield0.5%
Debt Cost4.4%

Tap for breakdown →

Weak

45

ROIC5.3%
ROE5.1%
ROA2.4%

Tap for breakdown →

Strong

87

EPS Growth-18.0%
FCF/Share Growth35.3%
Rev/Share Growth28.5%

Tap for breakdown →

Poor

0

Intrinsic Value$38.55
Value Reference$23.13
MOS-196.3%

Tap for breakdown →

Weak

46

Revenue33
Moat87
Valuation0

Tap for breakdown →

Poor

0

MOS %-196.3%
Value Reference$23.13
Deep Discount Reference$15.42

Tap for breakdown →

Poor

21

Interest Coverage3.2x
ROIC5.3%
FCF Yield3.2%

Tap for breakdown →

Poor

22

Financial21
Valuation0
Debt38

Tap for breakdown →

Fair

56

Survival Years0.4 yrs
Current Ratio2.35x
FCF Margin11.6%

Tap for breakdown →

Was this stock page easy to understand?

One click helps us improve the research experience. This is not tied to an investment decision.

Score Changes

6 historical score records available

Previous Score

33

Sep 21, 2026

Change

-0.2

points

Current Score

33

Oct 1, 2026

Category Changes

Revenue-0.2
Debt0
Assets-0.4
Capital-1.0
Management0
Moat0
Valuation0
Buffett-0.1

ELF decreased 0.2 points because some fundamentals weakened.

Projected Score

Projected Score

42

Projected Change

+8.9 points

Preliminary comparable-period financial changes suggest improvement of approximately 8.9 points. This is a projected estimate, not the official WallStreetScore.

Price vs. Value

Overvalued

Current Price

$113.17

Model Intrinsic Value

$38.55

Difference

+$74.62

+193.6% vs IV

Margin of Safety

-193.6%

UndervaluedFair ValueOvervalued
Value Reference: $23.13
Deep Discount Reference: $15.42

Financial Charts

Revenue

201420152016201720182020202120222023202420252026$0$450M$900M$1.4B$1.8B

Additional Metrics

Operating Cash Flow

201520172020202220242026-$75M$0$75M$150M$225M

Total Debt

201520172020202220242026$0$250M$500M$750M$1.0B

Total Assets

201520172020202220242026$0$600M$1.2B$1.8B$2.4B

Net Margin %

No data
Monetary values in USD. Share counts in raw units.

Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.

Line ItemTTM2026202520242023202220212020201820172016
Revenue$1.76B$1.64B$1.31B$1.02B····························
Cost of Revenue$450.5M$479.1M$377.8M$299.8M····························
Gross Profit$1.31B$1.16B$935.7M$724.1M····························
Research & Development$0.00$0.00$0.00$0.00····························
SG&A Expenses$1.11B$1.03B$777.7M$570.8M····························
Operating Expenses$1.13B$1.03B$777.7M$574.4M····························
EBITDA$221.9M$160.6M$206.2M$182.6M····························
Operating Income$185.0M$131.3M$158.0M$149.7M····························
Interest Expense$46.0M$40.8M$17.2M$11.8M····························
Income Before Tax$83.6M$40.5M$145.5M$141.0M····························
Income Tax Expense$24.0M$14.1M$33.4M$13.3M····························
Net Income$59.6M$26.3M$112.1M$127.7M····························
Basic EPS$1.00$0.45$1.99$2.33····························
Basic Shares59.14M58.26M56.21M54.75M····························
Diluted Shares59.73M59.35M58.34M57.79M····························
Upgrade to Premium for up to 10 annual periods, where available.
Upgrade to Premium

Earnings Summary

Estimated earnings date:Nov 4, 2026
Estimated EPS: $0.59Estimated revenue: $467.7M
Jun 30, 2026Q1FY2027

Revenue

$479.4M

Estimate unavailable.

Revenue Beat/Miss

Not available (no estimate stored)

EPS

$1.12

Estimate unavailable.

EPS Beat/Miss

Not available (no estimate stored)

Debt Change

+192.8%

Cash Change

+102.5%

Margin Change

+4.5 pp

Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.

Financial Changes Since Prior Period

What Improved

  • Margins expanded
  • Cash position grew

What Weakened

  • Debt increased

Potential Score Impact

Positive indicators included revenue growth, EPS growth, cash levels, net income margin. Pressure indicators included debt levels. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.

Stored Earnings Analysis

Revenue increased 35.5%. EPS increased 93.1%. Cash increased 102.5%. Total debt increased 192.8%. Net income margin improved by 4.5 percentage points.

Earnings-Call Transcript

Earnings-call transcript analysis is not currently available.

These results may influence future scores when the next evaluation is completed.

Upgrade to Premium to unlock all earnings history.View plans
Earnings data: 120 days ago · Stale

Insider Activity

Guru / Smart Money

Guru Score

40

Smart Money

40

Number of Gurus

1

Total Guru Value

Avg Portfolio Weight

Largest Holder

Largest Holder %

New Positions

Increased Positions

Reduced Positions

Exited Positions

Net Guru Sentiment

Short Interest

Government disclosed trading activity is available on the Smart Money directory. Filings may be delayed and may not represent complete current holdings.

Dividend History

Dividend data is not available yet. Missing data does not mean this company pays no dividend.

Conservative Projected Values

3 Years

$———.——

Premium

5 Years

$———.——

Premium

10 Years

$———.——

Premium

Conservative Projection Rate

——%

Premium

Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.

Conservative Projected Values

Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.

Start 7-Day Free Trial

Historical Outperformance Record

Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.

Start 7-Day Free Trial

Historical Trends

6 historical records
Jul 23, 26Aug 13, 26Sep 4, 26Sep 7, 26Sep 21, 26Oct 1, 260255075100

Historical Score Chart

3 of 6 records shown
3 historical score records are shown. Start your seven-day free trial to unlock 3 more records and the complete score history.Start Free Trial

Wall Street Score

Sep 7, 26Sep 21, 26Oct 1, 260255075100

Debt Score

Sep 7, 26Sep 21, 26Oct 1, 260255075100

Revenue Score

Sep 7, 26Sep 21, 26Oct 1, 260255075100

Asset Score

Sep 7, 26Sep 21, 26Oct 1, 260255075100

Capital Score

Sep 7, 26Sep 21, 26Oct 1, 260255075100

Management Score

Sep 7, 26Sep 21, 26Oct 1, 260255075100

Moat Score

Sep 7, 26Sep 21, 26Oct 1, 260255075100

Valuation Score

Sep 7, 26Sep 21, 26Oct 1, 260255075100

Buffett Score

Sep 7, 26Sep 21, 26Oct 1, 260255075100

Intrinsic Value

Sep 7, 26Sep 21, 26Oct 1, 26$36.00$37.00$38.00$39.00$40.00

Value Reference

Sep 7, 26Sep 21, 26Oct 1, 26$21.00$22.00$23.00$24.00$25.00

Margin of Safety %

Sep 7, 26Sep 21, 26Oct 1, 26-3.0%-2.0%-1.0%0.0%1.0%

Related Companies

Household & Personal Products

AXIL

Axil Brands, Inc.

62Fair
$5.60View

IPAR

Inter Parfums, Inc.

54Fair
$115.90View

UG

United-Guardian, Inc.

46Weak
$6.75View

UL

Unilever PLC

40Weak
$66.23View

CHD

Church & Dwight Co., Inc.

40Weak
$105.56View

ACU

Acme United Corporation

40Weak
$63.58View

News

Rumor Mill · ELF

Corporate developments & opportunities

Explore market →

No reviewed developments match this filter.

Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.

Related Stock Research

Continue researching this company with related Wall Street Score rankings and investing guides.

Highest Wall Street Score stocksBest growth stocksHow Wall Street Score worksHow to analyze a stockUnderstanding financial healthIntrinsic value guide

Score Alerts

Premium unlocks alerts when a score rises, falls, or reaches your target price.

Start 7-Day Free Trial

Portfolio Score

Premium unlocks portfolio scoring, strongest and weakest holdings, and overall margin of safety.

Start 7-Day Free Trial