e.l.f. Beauty, Inc.
Strong FundamentalsStrong FundamentalsRevenue growing 35% YoYStreet coverage with positive forward estimatesConsistent chatter on X (698/wk), no spike$74.42+0.3%YTD-3.3%1Y-30.5%
Mentions · last 7 days
698+27%
Price updated 12m ago·X counts updated 2d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $ELF, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Household & Personal Products sits in its cycle right now — and what that implies for $ELF.
Household & Personal Products
No material change from last week — inflation-weary consumers sustain spend on trusted daily-use brands (Colgate, Pepsi) while trading down in discretionary categories.
What this means for $ELF
Neutral — Makes affordable cosmetics and skincare sold at Walmart and Target; fast-growing mass-market brand known for prestige dupes at low prices; this business's revenue is largely decoupled from the inflation-weary consumer loyalty to trusted daily-use brands.
Industry benchmark
7-name peer basket
-7.0%YTD
-27.9%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
53.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
6.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
8.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
6.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
1.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
5.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
70.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q1 2026May 20, 2026$0.32$0.29+9.0%
Q4 2025Feb 4, 2026$1.24$0.73+69.9%
Q3 2025Nov 5, 2025$0.68$0.57+19.9%
Q2 2025Aug 6, 2025$0.89$0.84+6.5%
Next earningsWed, Aug 5·consensus EPS $0.73
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$449.3M+35.1%72.7%1.6%$-0.84$100.6M
Q3 FY26$489.5M+37.8%71.0%13.8%$0.66$52.8M
Q2 FY26$343.9M+14.2%69.4%2.2%$0.05$16.6M
Q1 FY26$353.7M+9.0%69.1%13.8%$0.59$20.1M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$1.6B$1.6B – $1.6B$3.10$3.05 – $3.1715
FY27$1.9B$1.8B – $1.9B$3.30$3.12 – $3.4215
FY28$2.0B$1.9B – $2.1B$3.65$3.35 – $3.8814
FY29$2.1B$2.1B – $2.1B$4.04$3.91 – $4.234
FY30$2.2B$2.2B – $2.3B$4.44$4.29 – $4.653
FY31$2.4B$2.3B – $2.4B$4.93$4.77 – $5.162
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.25%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+19.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-8.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 56.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.395-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
8-KOfficer or director changeFeb 138-K — Item 5.02: Officer or director change
+ 10 other (2 proxys · 2 earnings 8-Ks · 2 13Gs · 1 SD) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
e.l.f. Beauty (ELF) Stock Dips While Market Gains: Key FactsThese 2 Consumer Staples Stocks Could Beat Earnings: Why They Should Be on Your Radare.l.f. Beauty (ELF) is Attracting Investor Attention: Here is What You Should Knowe.l.f. Cosmetics is Giving Away Thousands of Driving Lessons to UK Learners3 Beauty Stocks Poised to Benefit From Evolving Consumer Trends
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