e.l.f. Beauty, Inc.

Report azionario NYSE:ELF

Capitalizzazione di mercato: US$3.2b

e.l.f. Beauty Performance degli utili passati

Criteri Il passato verificati 1/6

e.l.f. Beauty ha registrato una crescita degli utili a un tasso medio annuo di 26.9%, mentre il settore Personal Products ha registrato utili in diminuzione a un tasso medio annuo di 0.01%. I ricavi sono stati in crescita a un tasso medio annuo di 33.2%. Il ritorno sul capitale proprio di e.l.f. Beauty è 2.3% e ha margini netti di 1.6%.

Informazioni chiave

26.91%

Tasso di crescita degli utili

25.17%

Tasso di crescita dell'EPS

Personal Products Crescita del settore20.87%
Tasso di crescita dei ricavi33.18%
Rendimento del capitale proprio2.33%
Margine netto1.61%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Seeking Alpha May 21

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
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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 Alpha
Articolo di analisi 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...
Articolo di analisi 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 Alpha
Seeking 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 Alpha
Articolo di analisi 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...

Ripartizione dei ricavi e delle spese

Come e.l.f. Beauty guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:ELF Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 261,636261,0180
31 Dec 251,5201048920
30 Sep 251,386828450
30 Jun 251,343987930
31 Mar 251,3141127770
31 Dec 241,302987940
30 Sep 241,2181087290
30 Jun 241,1321226590
31 Mar 241,0241285740
31 Dec 238901294820
30 Sep 237661223980
30 Jun 236731003520
31 Mar 23579623220
31 Dec 22497472660
30 Sep 22448342460
30 Jun 22418282320
31 Mar 22392222210
31 Dec 21380202140
30 Sep 21370182090
30 Jun 21351132040
31 Mar 2131861930
31 Dec 2030061820
30 Sep 20292101710
30 Jun 20288161640
31 Mar 20283181560
31 Dec 1927401460
30 Sep 1927221410
30 Jun 19268-11360
31 Mar 19268-31370
31 Dec 18267161370
30 Sep 18270271350
30 Jun 18278291360
31 Mar 18275321350
31 Dec 17270331310
30 Sep 17265191290
30 Jun 17249-3611270
31 Mar 17237-4611190
31 Dec 16230-4981090
30 Sep 16219-5441030
30 Jun 16213-175910
31 Mar 16205-80840
31 Dec 15191-48750

Guadagni di qualità: ELF ha un grande una tantum perdita di $66.0M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st March, 2026.

Margine di profitto in crescita: Gli attuali margini di profitto netti di ELF (1.6%) sono inferiori rispetto allo scorso anno (8.5%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: ELF è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 26.9% all'anno.

Accelerare la crescita: ELF ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: ELF ha avuto una crescita negativa degli utili ( -76.5% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Personal Products ( -21.6% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 2.3% ) di ELF è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 22:14
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

e.l.f. Beauty, Inc. è coperta da 24 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Mark AltschwagerBaird
Shannon CoyneBMO Capital Markets Equity Research
Anna LizzulBofA Global Research