e.l.f. Beauty, Inc. (ELF) AI Stock Analysis

e.l.f. Beauty, Inc., and its subsidiaries offer cosmetic and skincare products under brands such as e.l.f. Cosmetics, e.l.f. Skin, Well People, and Keys Soulcare. Its offerings include eye makeup, lip care, facial cosmetics, skincare solutions, and specialized items like paw care products. Founded in 2004 and based in Oakland, California, the company distributes goods globally through prominent retailers both domestically and internationally, as well as direct-to-consumer e-commerce platforms. The company focuses on the affordable beauty segment, delivering innovative products to a diverse global customer base.

Revenue grew at a 5-year CAGR of 38.8% from FY2021 to FY2026, rising from $392.2M in FY2022 to $1.64B in FY2026, which represented 24.6% growth over FY2025. Gross margin expanded from 64.2% in FY2022 to 70.7% in FY2026. However, net income fell from $112.1M in FY2025 to $26.3M in FY2026, bringing net margin to 1.6% and operating margin to 8.0%. For the trailing twelve months, revenue reached $1.76B with an operating margin of 14.3% and net profit margin of 3.4%. In the latest quarter ended June 30, 2026, quarterly revenue grew 35.5% year-over-year, while quarterly earnings grew 93.1%.

As of June 30, 2026, e.l.f. Beauty held $344.2M in cash and short-term investments against total debt of $921.7M, resulting in net debt of $577.4M. The company maintains a current ratio of 2.55 and a debt-to-equity ratio of 0.79, supported by shareholders' equity of $1.17B and total assets of $2.46B. In FY2026, operating cash flow reached $212.5M and free cash flow stood at $190.1M. Cash deployment in FY2026 included capital expenditures of $22.4M and share buybacks of $50.0M, while the share count increased 10.8% over 5 years.

At a last close of $113.54, e.l.f. Beauty carries a market capitalization of $6.70B and an enterprise value of $6.53B. The stock trades at a trailing P/E of 115.9x, a forward P/E of 35.2x, an EV/EBITDA of 29.4x, and a price-to-sales ratio of 3.8x. These multiples stand above the US-listed Consumer Defensive peer group medians of 18.6x trailing P/E, 14.3x forward P/E, 11.7x EV/EBITDA, and 0.7x price-to-sales. Over the past year, the stock fell 16.4%, underperforming the S&P 500 (SPY) return of 16.8%, but gained 289.9% over five years versus 83.0% for SPY.

Wall Street coverage consists of 11 Strong Buy, 1 Buy, and 6 Hold ratings, with zero Sell or Strong Sell ratings. The mean price target of $108.88 represents a 4.1% discount to the last close of $113.54. Analysts forecast FY2027 EPS of $3.64 on revenue of $1.98B, followed by FY2028 EPS of $3.90 on revenue of $2.15B. The company beat EPS estimates in 3 of the last 4 quarters, and the next earnings date is November 4, 2026.

This page is an AI-written research summary of e.l.f. Beauty, Inc. (ELF). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: ELF income statement, ELF balance sheet, ELF key metrics, ELF analyst forecast, ELF chart. See the ELF stock overview for the latest quote and news.