e.l.f. Beauty, Inc. (“e.l.f. Beauty” and together with our subsidiaries, the “Company,” or “we”) is a multi-brand beauty company that offers inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. •Our Vision. To be a different kind of beauty company by building brands that disrupt industry norms, shape culture and connect communities through positivity, inclusivity and accessibility. •Our Mission. We make the best of beauty accessible to every eye, lip and face. •Our Purpose. We stand with every eye, lip, face and paw. Our Brands Our family of brands includes e.l.f. Cosmetics, e.l.f. SKIN, Naturium, Well People and Keys Soulcare. Our brands are available online and across leading beauty, mass-market and specialty retailers. We have strong relationships with our retail customers such as Target, Walmart, Ulta Beauty, Amazon and other leading retailers that have enabled us to expand distribution both domestically and internationally. e.l.f.
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 1.5B | 1.3B | 1.0B | 579M | 392M | 318M |
| Net Income | 104M | 112M | 128M | 62M | 22M | 6.2M |
| EPS | $1.81 | $1.92 | $2.21 | $1.11 | $0.41 | $0.12 |
| Free Cash Flow | 215M | 115M | 62M | 100M | 15M | 23M |
| ROIC | 5.8% | 12.1% | 21.8% | 18.1% | 7.2% | 2.8% |
| Gross Margin | 70.3% | 71.2% | 70.7% | 67.4% | 64.2% | 64.8% |
| Debt/Equity | 0.95 | 0.67 | 0.55 | 0.16 | 0.31 | 0.47 |
| Dividends/Share | $0.00 | - | - | - | - | - |
| Operating Income | 168M | 158M | 150M | 68M | 30M | 9.4M |
| Operating Margin | 11.1% | 12.0% | 14.6% | 11.8% | 7.6% | 3.0% |
| ROE | 8.9% | 16.0% | 24.2% | 17.0% | 7.5% | 2.4% |
| Shares Outstanding | 59M | 58M | 58M | 55M | 53M | 52M |
e.l.f. Beauty, Inc. passes 6 of 9 quality checks, suggesting mixed fundamentals.
e.l.f. Beauty, Inc. trades at 37.1x trailing earnings, compared to its 15-year median P/E of 59.3x, suggesting it is currently Cheap relative to its historical range. On a free-cash-flow basis, the stock trades at 18.1x vs a median of 38.5x. The company's 5-year average ROIC is 12.4% with a gross margin of 67.7%. Total shareholder yield (buybacks) is 1.7%. At current prices, the estimated annualized return to fair value is +15.3%.
e.l.f. Beauty, Inc. (ELF) has a current P/E ratio of 37.1, compared to its historical median P/E of 59.3. The stock is currently considered Cheap based on its historical valuation range.
e.l.f. Beauty, Inc. (ELF) has a 5-year average return on invested capital (ROIC) of 12.4%. This indicates solid capital allocation.
e.l.f. Beauty, Inc. (ELF) has a market capitalization of $3.9B. It is classified as a mid-cap stock.
e.l.f. Beauty, Inc. (ELF) does not currently pay a regular dividend. However, the company returns capital to shareholders through share buybacks, with a buyback yield of 1.73%.
Based on historical P/E analysis, e.l.f. Beauty, Inc. (ELF) appears cheap. The current P/E of 37.1 is 37% below its historical median of 59.3. The estimated fair value CAGR (P/E method) is 45.2%.
e.l.f. Beauty, Inc. (ELF) operates in the Perfumes, Cosmetics & Other Toilet Preparations industry, within the Consumer Defensive sector.
e.l.f. Beauty, Inc. (ELF) reported annual revenue of $1.3 billion in its most recent fiscal year, based on SEC EDGAR filings.
e.l.f. Beauty, Inc. (ELF) has a net profit margin of 8.5%. This is a modest margin.
e.l.f. Beauty, Inc. (ELF) generated $115 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
e.l.f. Beauty, Inc. (ELF) has a debt-to-equity ratio of 0.67. This indicates moderate leverage.
e.l.f. Beauty, Inc. (ELF) reported earnings per share (EPS) of $1.92 in its most recent fiscal year.
e.l.f. Beauty, Inc. (ELF) has a return on equity (ROE) of 16.0%. This indicates the company generates strong returns for shareholders.
e.l.f. Beauty, Inc. (ELF) has a 5-year average gross margin of 67.7%. This high margin suggests strong pricing power and a potential competitive moat.
The Ledger Terminal provides 11 years of financial data for e.l.f. Beauty, Inc. (ELF), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
e.l.f. Beauty, Inc. (ELF) has a book value per share of $13.03, based on its most recent annual SEC filing.