e.l.f. Beauty Croissance future
Future contrôle des critères 3/6
e.l.f. Beauty devrait augmenter ses bénéfices et son chiffre d'affaires de 31.8% et de 8.4% par an respectivement. Le BPA devrait croître de de 61.8% par an. Le rendement des capitaux propres devrait être 12.2% dans 3 ans.
Informations clés
31.8%
Taux de croissance des bénéfices
61.83%
Taux de croissance du BPA
| Personal Products croissance des bénéfices | 32.6% |
| Taux de croissance des recettes | 8.4% |
| Rendement futur des capitaux propres | 12.25% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 21 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Seeking Alpha • 12h
E.L.F. Beauty: Looks Like A Value Play Here
Summary e.l.f. Beauty (ELF) delivered a mixed Q4, with a double beat but only 1% organic growth and rising SG&A expenses. Gross margin reached an impressive 73%, reflecting strong pricing power, but marketing and SG&A costs surged to 66% of sales. Despite current headwinds, ELF expects FY 2027 adjusted EBITDA margin to remain stable at ~20.7%, with mid single-digit organic growth. I maintain a buy rating on ELF, but with a cautious stance, as sustainable growth and margin improvement remain key to long-term upside. Read the full article on Seeking Alpha
Mise à jour du récit • May 18
ELF: Market Share And Q4 Consumption Trends Will Support Future Upside
Analysts have reduced the fair value estimate for e.l.f. Beauty from $135.00 to about $129.85. This reflects lower price targets across the Street as they factor in slower core business growth, rising competition and more cautious valuation multiples.Mise à jour du récit • Apr 30
ELF: Market Share And Q4 Consumption Trends Will Drive Future Upside
Analysts have lowered the fair value estimate for e.l.f. Beauty by $1 to $135, citing a wave of lower Street price targets and updated assumptions for revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent Street research shows a cluster of lower price targets, but the context behind those moves matters for how you think about e.l.f. Beauty’s valuation and execution risk.
Mise à jour du récit • Apr 15
ELF: Raised 2026 Sales Outlook And Buybacks Will Support Future Upside
Analyst price targets on e.l.f. Beauty have moved lower, with the updated fair value estimate reduced from $111.71 to $103.40 as analysts factor in a slightly higher discount rate, modest adjustments to long term revenue growth and profit margin expectations, and a lower future P/E multiple following a series of recent target cuts and neutral views from major firms. Analyst Commentary Recent research highlights a mix of cautious valuation resets and more constructive views tied to underlying consumption data and market trends for e.l.f. Beauty.Mise à jour du récit • Mar 31
ELF: Market Share Gains And Raised Sales Outlook Will Support Upside
Analysts have trimmed their average price target on e.l.f. Beauty by about $2. This reflects updated views on slightly softer revenue growth and profit margins, partly offset by a higher assumed future P/E multiple and ongoing mixed signals in recent sales and consumption data.
Mise à jour du récit • Mar 16
ELF: Raised Earnings Outlook Will Test Resilient Consumption And Margin Assumptions
Analysts kept the fair value estimate for e.l.f. Beauty at $85.00 while modestly adjusting assumptions, including a slightly lower discount rate, a small uptick in projected revenue growth and margins, and a marginally lower future P/E, reflecting mixed recent consumption trends and a range of updated price targets across the Street. Analyst Commentary Recent Street commentary on e.l.f. Beauty has been mixed, with some firms updating data and others revisiting their price targets and ratings as quarterly consumption trends and market share readings move around.Mise à jour du récit • Mar 02
ELF: Fair Outlook Weighs Weekly Sales Strength Against Margin And P E Risks
Analysts have made only a modest tweak to their blended price target for e.l.f. Beauty, with mixed $10 and $7 cuts alongside $4 and $6 raises and fresh bullish coverage, reflecting updated views on its revenue growth, margins, and future P/E assumptions. Analyst Commentary Recent research on e.l.f. Beauty shows a split in sentiment, with some firms lifting price targets or starting coverage on a bullish footing, while others are trimming their expectations.Mise à jour du récit • Feb 16
ELF: Fair Outlook Balances Strong Weekly Sales With Moderating Margin Expectations
Narrative Update: e.l.f. Beauty Analyst Price Target Shift The analyst price target for e.l.f. Beauty has moved from $100 to $85 as analysts factor in updated assumptions for revenue growth, profit margins and future P/E, while still pointing to supportive recent research around sales trends and generally constructive coverage. Analyst Commentary Recent Street research on e.l.f. Beauty shows a mix of optimism and caution, with several firms adjusting price targets in both directions and updating their assumptions on growth, margins and P/E levels.Mise à jour du récit • Feb 02
ELF: Market Share And Weekly Sales Trends Will Drive Future Upside
Analysts now place fair value for e.l.f. Beauty at $136.00, down from $150.00, as they balance lower target multiples with slightly firmer assumptions on growth, margins and discount rates following a mix of price target cuts and raises across recent research updates. Analyst Commentary Recent research on e.l.f. Beauty reflects a mix of reduced target prices and reaffirmed positive views on execution, market share, and long term growth potential.Mise à jour du récit • Jan 19
ELF: Market Share Gains And Shipment Normalization Will Support Future Upside
Analysts have trimmed their price targets on e.l.f. Beauty, nudging the fair value estimate down by about $2 to $113.77 per share. They are factoring in slightly lower revenue growth assumptions, a modestly reduced future P/E multiple, and mixed Q2 results that included shipment timing headwinds alongside resilient underlying sales trends.Mise à jour du récit • Jan 05
ELF: Ongoing Market Share Gains Will Likely Outlast Shipment Timing Volatility
Analysts trimmed their fair value estimate for e.l.f. Beauty to about $115 per share, down from roughly $122, reflecting reduced price targets across the Street after mixed Q2 results, shipment timing issues, softer guidance, and a slightly lower projected revenue growth, profit margin, and future P/E multiple. Analyst Commentary Street research around e.l.f. Beauty following Q2 has shifted to slightly lower fair value estimates, but most firms still see room for execution on growth initiatives and eventual normalization of shipment patterns.Mise à jour du récit • Dec 15
ELF: Strong Margins And Market Share Gains Will Support Future Upside
The Analyst Price Target for e.l.f. Beauty has been reduced from $105.00 to $100.00 as analysts temper revenue growth assumptions and apply a higher discount rate, while still citing solid margins and underlying demand as support for a Buy rating. Analyst Commentary Bearish analysts have trimmed price targets across the coverage universe as mixed Q2 results, softer shipment trends, and a more subdued medium term growth outlook weigh on previous upside scenarios.Mise à jour du récit • Nov 30
ELF: Ongoing Market Share Gains Will Likely Support Future Upside
Analysts have trimmed their price targets on e.l.f. Beauty, with the consensus moving notably lower from prior levels. They cite the company's mixed second quarter results, conservative guidance, and recent valuation pressures as rationale for the adjustment.Mise à jour du récit • Nov 16
ELF: Underlying Sales Momentum And Margin Gains Will Likely Drive Outperformance
Analysts have lowered their average price target for e.l.f. Beauty from approximately $153 to $122, citing weaker-than-expected quarterly sales, shipment timing issues, and cautious management guidance. This is occurring despite continued strong U.S. consumption trends.Mise à jour du récit • Nov 01
ELF: Expanding Global Footprint And Sephora Launch Will Drive Future Upside
e.l.f. Beauty's analyst price target has been modestly increased from approximately $150.79 to $152.93 as analysts anticipate stronger sales contribution from Rhode following its successful launch and continued growth opportunities for the company. Analyst Commentary Recent Street research on e.l.f. Beauty reveals a mix of optimism and caution from the analyst community as they evaluate the company's recent performance, the impact of the high-profile Rhode launch, and future growth prospects.Mise à jour du récit • Oct 18
International Expansion And Sephora Rollout Will Elevate Brand Position
Analysts have raised their average price target for e.l.f. Beauty from approximately $142.79 to $150.79. They cite improved sales outlooks and contribution from new brand launches, particularly Rhode, as well as strong execution across key growth initiatives.Mise à jour du récit • Oct 04
International Expansion And Sephora Rollout Will Elevate Brand Position
Analysts have modestly raised their fair value target for e.l.f. Beauty to $142.79 per share from $139.71. This adjustment is based on expectations for incremental sales growth driven by recent price increases, product innovation, and strong channel trends.Article d’analyse • Sep 08
e.l.f. Beauty, Inc. (NYSE:ELF) Looks Just Right With A 32% Price Jump
e.l.f. Beauty, Inc. ( NYSE:ELF ) shareholders would be excited to see that the share price has had a great month...Mise à jour du récit • Sep 05
International Expansion And Sephora Rollout Will Elevate Brand Position
Analysts have raised e.l.f. Beauty’s price target slightly to $135.29 as optimism around easier comps, sustained market share gains, tariff mitigation, and expected gross margin improvement is moderated by near-term margin pressures and cautious guidance. Analyst Commentary Bullish analysts see multiple tailwinds including easier year-over-year comps beginning mid-July and continued share gains in the mass cosmetics category.Article d’analyse • Aug 14
Why e.l.f. Beauty's (NYSE:ELF) Shaky Earnings Are Just The Beginning Of Its Problems
A lackluster earnings announcement from e.l.f. Beauty, Inc. ( NYSE:ELF ) last week didn't sink the stock price. We...Article d’analyse • May 30
e.l.f. Beauty’s (ELF) European Expansion And Strong Results Shift The Investment Narrative
e.l.f. Beauty reported fourth quarter sales of US$332.65 million and net income of US$28.25 million, both higher year-over-year, and announced full-year sales of US$1.31 billion with a net income of US$112.09 million for the year ended March 31, 2025.Article d’analyse • May 24
Earnings Tell The Story For e.l.f. Beauty, Inc. (NYSE:ELF) As Its Stock Soars 48%
e.l.f. Beauty, Inc. ( NYSE:ELF ) shares have had a really impressive month, gaining 48% after a shaky period...Article d’analyse • May 09
Why e.l.f. Beauty, Inc. (NYSE:ELF) Could Be Worth Watching
While e.l.f. Beauty, Inc. ( NYSE:ELF ) might not have the largest market cap around , it saw a significant share price...Article d’analyse • Apr 24
Here's Why e.l.f. Beauty (NYSE:ELF) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Apr 20
e.l.f. Beauty: The Selloff Looks Overdone And There Could Be Value To Be Unlocked
Summary e.l.f. Beauty has faced a massive drawdown, losing over 75% of its value, despite strong revenue growth and social media dominance. ELF's challenges include macroeconomic headwinds, softening demand, tariff and supply chain risks, and lowered revenue and EBITDA guidance for 2025. Despite short-term risks, ELF's strong balance sheet, limited debt, and $500 million share repurchase program make it a compelling long-term investment. ELF's social media strategy drives brand awareness and direct-to-consumer engagement, positioning it well for future growth and market dominance. Read the full article on Seeking AlphaArticle d’analyse • Apr 09
e.l.f. Beauty, Inc. (NYSE:ELF) Stocks Pounded By 28% But Not Lagging Market On Growth Or Pricing
To the annoyance of some shareholders, e.l.f. Beauty, Inc. ( NYSE:ELF ) shares are down a considerable 28% in the last...Article d’analyse • Apr 03
e.l.f. Beauty (NYSE:ELF) Is Doing The Right Things To Multiply Its Share Price
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Seeking Alpha • Mar 17
Why e.l.f. Beauty Is A Buy At Its Current Levels
Summary e.l.f. Beauty's stock has plunged over 25% since Q3 2025 earnings, but I argue it's a solid buy due to its strong moat and resilient business model. Despite economic downturns, e.l.f. has shown remarkable resilience and growth, driven by its affordable, high-quality products and strong social media presence. The company's international expansion and strategic investments in marketing and digital are expected to drive long-term revenue growth and margin improvement. Current valuation offers an attractive entry point, trading at a lower forward P/E ratio compared to the market and competitors, despite short-term profitability impacts. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
e.l.f. Beauty's Disaster: Sifting Through The Rubble
Summary e.l.f. Beauty, Inc. stock has seen a 20% plus drop, again, due to slower post-pandemic growth and reduced social media ad impact, but a speculative bounce is possible. Despite a 31% sales increase and decent gross margins, higher expenses and flat EPS have pressured the stock. Management's cautious guidance for fiscal Q4 and lowered fiscal year sales and EPS expectations have exacerbated the selloff. ELF shares may settle in the $60s, presenting a speculative buy opportunity, given the overreaction to a 6% EPS reduction in the guide. Read the full article on Seeking AlphaArticle d’analyse • Feb 07
e.l.f. Beauty, Inc.'s (NYSE:ELF) Stock Retreats 31% But Earnings Haven't Escaped The Attention Of Investors
e.l.f. Beauty, Inc. ( NYSE:ELF ) shareholders that were waiting for something to happen have been dealt a blow with a...Article d’analyse • Feb 01
Should You Think About Buying e.l.f. Beauty, Inc. (NYSE:ELF) Now?
e.l.f. Beauty, Inc. ( NYSE:ELF ), might not be a large cap stock, but it saw significant share price movement during...Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 3/31/2029 | 2,131 | 156 | N/A | N/A | 3 |
| 3/31/2028 | 1,999 | 172 | 95 | 214 | 13 |
| 3/31/2027 | 1,867 | 163 | 151 | 209 | 16 |
| 3/31/2026 | 1,636 | 26 | 190 | 213 | N/A |
| 12/31/2025 | 1,520 | 104 | 215 | 246 | N/A |
| 9/30/2025 | 1,386 | 82 | 142 | 172 | N/A |
| 6/30/2025 | 1,343 | 98 | 135 | 160 | N/A |
| 3/31/2025 | 1,314 | 112 | 115 | 134 | N/A |
| 12/31/2024 | 1,302 | 98 | 25 | 35 | N/A |
| 9/30/2024 | 1,218 | 108 | 23 | 32 | N/A |
| 6/30/2024 | 1,132 | 122 | 40 | 49 | N/A |
| 3/31/2024 | 1,024 | 128 | 62 | 71 | N/A |
| 12/31/2023 | 890 | 129 | 61 | 67 | N/A |
| 9/30/2023 | 766 | 122 | 108 | 110 | N/A |
| 6/30/2023 | 673 | 100 | 93 | 95 | N/A |
| 3/31/2023 | 579 | 62 | 100 | 102 | N/A |
| 12/31/2022 | 497 | 47 | 79 | 81 | N/A |
| 9/30/2022 | 448 | 34 | 60 | 62 | N/A |
| 6/30/2022 | 418 | 28 | 40 | 43 | N/A |
| 3/31/2022 | 392 | 22 | 15 | 20 | N/A |
| 12/31/2021 | 380 | 20 | 28 | 35 | N/A |
| 9/30/2021 | 370 | 18 | 19 | 27 | N/A |
| 6/30/2021 | 351 | 13 | 17 | 25 | N/A |
| 3/31/2021 | 318 | 6 | 23 | 29 | N/A |
| 12/31/2020 | 300 | 6 | 2 | 8 | N/A |
| 9/30/2020 | 292 | 10 | 24 | 31 | N/A |
| 6/30/2020 | 288 | 16 | 36 | 43 | N/A |
| 3/31/2020 | 283 | 18 | 35 | 44 | N/A |
| 12/31/2019 | 274 | 0 | N/A | 46 | N/A |
| 9/30/2019 | 272 | 2 | N/A | 46 | N/A |
| 6/30/2019 | 268 | -1 | N/A | 60 | N/A |
| 3/31/2019 | 268 | -3 | N/A | 59 | N/A |
| 12/31/2018 | 267 | 16 | N/A | 56 | N/A |
| 9/30/2018 | 270 | 27 | N/A | 54 | N/A |
| 6/30/2018 | 278 | 29 | N/A | 47 | N/A |
| 3/31/2018 | 275 | 32 | N/A | 39 | N/A |
| 12/31/2017 | 270 | 33 | N/A | 12 | N/A |
| 9/30/2017 | 265 | 19 | N/A | -7 | N/A |
| 6/30/2017 | 249 | -361 | N/A | -24 | N/A |
| 3/31/2017 | 237 | -461 | N/A | -31 | N/A |
| 12/31/2016 | 230 | -498 | N/A | 2 | N/A |
| 9/30/2016 | 219 | -544 | N/A | 24 | N/A |
| 6/30/2016 | 213 | -175 | N/A | 27 | N/A |
| 3/31/2016 | 205 | -80 | N/A | 38 | N/A |
| 12/31/2015 | 191 | -48 | N/A | 25 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de ELF ( 31.8% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de ELF ( 31.8% par an) devraient croître plus rapidement que le marché US ( 16.8% par an).
Croissance élevée des bénéfices: Les bénéfices de ELF devraient augmenter de manière significative au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de ELF ( 8.4% par an) devrait croître plus lentement que le marché de US ( 11.6% par an).
Croissance élevée des revenus: Le chiffre d'affaires de ELF ( 8.4% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de ELF devrait être faible dans 3 ans ( 12.2 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 22:24 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2026/03/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
e.l.f. Beauty, Inc. est couverte par 24 analystes. 16 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Mark Altschwager | Baird |
| Shannon Coyne | BMO Capital Markets Equity Research |
| Anna Lizzul | BofA Global Research |