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ELF

e.l.f. Beauty, Inc.

ELF

NYSE·Consumer Defensive·Household & Personal Products·Mkt cap $6.5B

$109.67

+2.10%

P/E

45.11

Mkt Cap

$6.5B

52-Wk Range

$48.82–$150.99

52-Week Range

$48.82 - $150.99

P/E

45.11

Fwd P/E

30.36

Beta

2.39

Div Yield

0.00%

Avg Vol

3.2M

Shares Out

59.1M

Mkt Cap

$6.5B

Price action

Price chart

Down 20.5% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Strong brand portfolio with multiple price points and consumer segments
  • Efficient direct-to-consumer e-commerce model with high margins and customer loyalty
  • Affordable luxury positioning without compromising quality or innovation
  • Established relationships with major national and international retailers

Bear Case

2 risks

  • High volatility (beta 2.4). Larger-than-normal price swings expected.
  • Growth premium of 1.9x vs Household Products peers. Elevated but may be justified by growth trajectory.

Growth

Moderate growth ahead

International expansion into emerging markets and new geographic regions

Value

Growth premium of 1.9x vs Household Products peers. Elevated but may be justified by growth trajectory.

Momentum

Hot

+121.2% over 3m

Quality

Excellent

High-growth business (27% revenue growth, 74% gross margin). Profitable with strong growth momentum.

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 4, 2026

Q3 26 RECAP

AUG 5, 2026

Reported EPS of $1.75 vs $0.71 consensus (+145.1% surprise). Revenue of $479.4M vs $431.2M expected (+11.2%). Beat on both top and bottom lines.

EPS beat +145.1%
Rev beat +11.2%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+145.1%

Revenue trend · last 8Q

+4%

+9%

+14%

+38%

+36%

Q1 24

Q2 24

Q3 24

Q4 25

Q1 25

Q2 25

Q3 25

Q1 27

$324.5M

$301.1M

$355.3M

$332.6M

$353.7M

$343.9M

$489.5M

$479.4M

Margins · last 8Q

Gross

83.2%

Operating

21.4%

Profit

13.9%

Wall Street consensus

15 analysts · 73% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

11

73%

Hold

4

27%

Sell

0%

Median Price Target

Latest: B. Riley · Aug 6, 2026

vs Industry

How ELF stacks vs Household & Personal Products

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.