The Beauty Health Company (SKIN) AI Stock Analysis

NASDAQ: SKINAI research summary: business, growth, valuation, analysts, bull and bear case.

SKIN AI stock analysis summary

AI Research

The Beauty Health Company is an aesthetic technology provider known for its HydraFacial and Syndeo skincare platforms. For the trailing twelve months ended June 30, 2026, the company generated $290.0M in revenue with a net profit margin of -9.8%. The stock traded at $10.56 as of October 16, 2026, down 63.3% over the prior year while managing total debt of $367.1M.

Market cap
$68.7M
Revenue (TTM)
$290.0M
P/E
—
fwd 106.4x
1Y return
-63.3%
S&P 500 16.8%
Avg. target
$18.17
72.0% vs last close

Bull case

  • Free cash flow increased to $32.3M in FY2025, supported by positive operating cash flow of $37.5M.
  • Gross margin rebounded to 65.3% in FY2025 from a low of 39.0% in FY2023.
  • The mean analyst price target of $18.17 represents a 72.0% upside compared to the closing price of $10.56.

Bear case

  • Annual revenue contracted 10.0% in FY2025 to $300.8M, following a 16.0% decline in FY2024.
  • Total debt stood at $367.1M as of June 30, 2026, producing a high debt-to-equity ratio of 6.60.
  • The company recorded a trailing twelve-month net profit margin of -9.8% and trailing EPS of -$4.60.

What Beauty Health does

The Beauty Health Company designs, manufactures, and markets aesthetic technologies and products focused on skin health and beauty. Its flagship offering is HydraFacial, a treatment system that cleanses, peels, exfoliates, extracts, infuses, and hydrates skin with proprietary solutions and serums. The company also provides Syndeo, an advanced delivery system that integrates with HydraFacial treatments to personalize skincare by linking healthcare providers with consumer preferences. Additionally, it offers Keravive for scalp health and the HydraFacial Nation App, which educates consumers, supports treatment discovery, and tracks individual skincare progress.

Growth and profitability

Revenue grew from $260.1M in FY2021 to a peak of $398.0M in FY2023 before contracting to $334.3M in FY2024 and $300.8M in FY2025. Gross margin fluctuated from 68.6% in FY2021 down to 39.0% in FY2023, then recovered to 65.3% in FY2025. Operating margin was -6.9% in FY2025, improving from -20.3% in FY2024. Net income improved from -$378.8M in FY2021 to -$9.5M in FY2025, with FY2022 being the only profitable year at $44.2M. For the latest quarter ended June 30, 2026, quarterly revenue fell 7.8% year-over-year, bringing trailing twelve-month revenue to $290.0M.

SKIN income statement →

Balance sheet and cash flow

As of June 30, 2026, the company held $206.1M in cash and short-term investments against total debt of $367.1M, resulting in net debt of $161.0M. Shareholders' equity stood at $55.6M, yielding a debt-to-equity ratio of 6.60 and a current ratio of 1.76. Total assets totaled $486.6M. Operating cash flow reached $37.5M in FY2025, supporting free cash flow of $32.3M after capital expenditures of $5.2M. Over five years, the share count declined 95.6%.

SKIN balance sheet →

Valuation and performance

At a share price of $10.56, The Beauty Health Company has a market cap of $68.7M and an enterprise value of $248.6M. The stock trades at a forward P/E of 106.4x, well above the 14.3x median of its US-listed Consumer Defensive peers. Its price-to-sales ratio is 0.2x and EV-to-EBITDA is 9.6x, compared to sector peer medians of 0.7x and 11.7x, respectively. Over the trailing year, the stock dropped 63.3%, lagging the S&P 500 benchmark return of 16.8%, and is down 97.9% over five years.

SKIN key metrics →

What analysts expect

Wall Street analysts display a consensus rating breakdown of 1 Strong Buy, 6 Holds, and 2 Sells. The mean price target is $18.17, representing an upside of 72.0% from the October 16, 2026 closing price of $10.56. For the fiscal year ending December 31, 2026, analysts estimate an EPS of $2.56 on revenue of $285.1M. The company beat EPS estimates in 3 of the last 4 quarters. The next earnings date is scheduled for November 5, 2026.

SKIN forecast and price target →

Key risks and what to watch

  • Net debt of $161.0M and a debt-to-equity ratio of 6.60 present ongoing balance sheet leverage concerns.
  • Quarterly revenue fell 7.8% year-over-year in the quarter ended June 30, 2026, reflecting continued top-line contraction.
  • Short interest represents 15.3% of the float, indicating elevated market skepticism.
  • A forward P/E ratio of 106.4x represents a steep premium to the sector peer median of 14.3x.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this SKIN AI stock analysis

This page is an AI-written research summary of The Beauty Health Company (SKIN). 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: SKIN income statement, SKIN balance sheet, SKIN key metrics, SKIN analyst forecast, SKIN chart. See the SKIN stock overview for the latest quote and news.

SKIN AI stock analysis FAQ

Does The Beauty Health Company pay a dividend?

No, The Beauty Health Company does not pay a dividend.

When is the next earnings release for SKIN?

The Beauty Health Company is scheduled to report its next earnings on November 5, 2026.

What are analyst estimates for SKIN's FY2026 revenue and earnings?

Analysts estimate full-year FY2026 revenue of $285.1M and an EPS of $2.56 for the period ending December 31, 2026.

How much debt does The Beauty Health Company hold?

As of June 30, 2026, the company held $367.1M in total debt and $206.1M in cash and short-term investments, yielding net debt of $161.0M.

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