Obermatt

elf Beauty

NYQ:ELF · US26856L1035
Personal ProductsMedium

360

11
EV / EBIT29
Price / Owner Earnings5
Owner Earnings Yield21
Dividend Yield1
Price/Sales71
EV / Gross Profit38
Price/Book56
Return on Capital33
Cash Return on Capital23
Return on Equity26
EBIT Margin35
Gross Profitability51
Cash Conversion100
Accruals6
Owner Earnings Margin23
Sales growth80
Profit Growth71
Long-Term EPS Growth55
Owner Earnings Growth17
Reinvestment80
Price momentum9
Debt load41
Refinancing67
Debt Payback6
Liquidity45
Analyst ratings50
Opinion Changes50
Price Target Upside37
Market mood100
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

elf Beauty clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryPersonal Products
SizeMedium
TypePublic Company
ExchangeNYSE
Founded2013
Employees825
ISINUS26856L1035
Last UpdateApr 2, 2026
Themes
LifestyleFast-Moving Consumer GoodsOrganicConsumer Goods

Description

e.l.f. Beauty, Inc. (e.l.f. Beauty) is a multi-brand beauty company that offers inclusive, accessible, clean, vegan, and cruelty free cosmetics and skin care products. Brands The company’s family of brands includes e.l.f. Cosmetics, e.l.f. SKIN, Na…

Analysis

Hope premium

e.l.f. Beauty, Inc. is priced well ahead of what the underlying numbers justify, a pattern we describe as a hope premium.

On valuation, the picture is expensive. The owner-earnings multiple stands at 74.6×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 24% a year, against analyst forecasts of 7%. The market is pricing in far more than analysts expect: heroic expectations.

Growth is moderate; the safety picture is stretched. The company scores 10/20 on our value-creation score: creating some value.

Flags to be aware of: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
96
2026

All-time high

96

Jun 2026

All-time low

96

Jun 2026

Average rank

96

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
71
Price/Earnings
46
Price/Book
56
Dividend Yield
1
Value (overall)
57

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →