e.l.f. Beauty（1ELF）株式概要美容会社であるイー・リフ・ビューティー社は、化粧品とスキンケア製品を世界中に提供している。 詳細1ELF ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長4/6過去の実績1/6財務の健全性3/6配当金0/6報酬収益は年間31.8%増加すると予測されています リスク分析Italian市場と比較して、過去 3 か月間の株価の変動が非常に大きい利益率(1.6%)は昨年より低い(8.5%) 財務結果に影響を与える大きな一時的項目 多額の負債を抱えている +1 さらなるリスクすべてのリスクチェックを見る1ELF Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€44.6716.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-461m2b2016201920222025202620282031Revenue US$2.4bEarnings US$39.3mAdvancedSet Fair ValueView all narrativese.l.f. Beauty, Inc. 競合他社IntercosSymbol: BIT:ICOSMarket cap: €1.2bPharmanutraSymbol: BIT:PHNMarket cap: €812.9mEnervitSymbol: BIT:ENVMarket cap: €83.8mLaboratorio Farmaceutico ErfoSymbol: BIT:ERFOMarket cap: €9.4m価格と性能株価の高値、安値、推移の概要e.l.f. Beauty過去の株価現在の株価US$44.6752週高値US$80.0252週安値US$44.64ベータ1.71ヶ月の変化-20.88%3ヶ月変化-42.88%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化-26.53%最新ニュースNew Risk • May 22New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 62% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.6% net profit margin). Significant insider selling over the past 3 months (€8.5m sold).お知らせ • May 22e.l.f. Beauty, Inc. Provides Earnings Guidance for the Fiscal Year 2027e.l.f. Beauty, Inc. provided earnings guidance for the fiscal year 2027. for the year, the company expects Net sales of $1,835 million-1,865 million.Reported Earnings • May 21Full year 2026 earnings released: EPS: US$0.45 (vs US$1.99 in FY 2025)Full year 2026 results: EPS: US$0.45 (down from US$1.99 in FY 2025). Revenue: US$1.64b (up 25% from FY 2025). Net income: US$26.3m (down 77% from FY 2025). Profit margin: 1.6% (down from 8.5% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Personal Products industry in Europe.お知らせ • May 07e.l.f. Beauty, Inc. to Report Q4, 2026 Results on May 20, 2026e.l.f. Beauty, Inc. announced that they will report Q4, 2026 results on May 20, 2026Recent Insider Transactions • May 01Chairman recently sold €2.3m worth of stockOn the 27th of April, Tarang Amin sold around 42k shares on-market at roughly €54.26 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Tarang has been a net seller over the last 12 months, reducing personal holdings by €5.1m.New Risk • May 01New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €8.5m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.6% average weekly change). Minor Risks High level of debt (56% net debt to equity). Significant insider selling over the past 3 months (€8.5m sold).最新情報をもっと見るRecent updatesNew Risk • May 22New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 62% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.6% net profit margin). Significant insider selling over the past 3 months (€8.5m sold).お知らせ • May 22e.l.f. Beauty, Inc. Provides Earnings Guidance for the Fiscal Year 2027e.l.f. Beauty, Inc. provided earnings guidance for the fiscal year 2027. for the year, the company expects Net sales of $1,835 million-1,865 million.Reported Earnings • May 21Full year 2026 earnings released: EPS: US$0.45 (vs US$1.99 in FY 2025)Full year 2026 results: EPS: US$0.45 (down from US$1.99 in FY 2025). Revenue: US$1.64b (up 25% from FY 2025). Net income: US$26.3m (down 77% from FY 2025). Profit margin: 1.6% (down from 8.5% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Personal Products industry in Europe.お知らせ • May 07e.l.f. Beauty, Inc. to Report Q4, 2026 Results on May 20, 2026e.l.f. Beauty, Inc. announced that they will report Q4, 2026 results on May 20, 2026Recent Insider Transactions • May 01Chairman recently sold €2.3m worth of stockOn the 27th of April, Tarang Amin sold around 42k shares on-market at roughly €54.26 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Tarang has been a net seller over the last 12 months, reducing personal holdings by €5.1m.New Risk • May 01New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €8.5m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.6% average weekly change). Minor Risks High level of debt (56% net debt to equity). Significant insider selling over the past 3 months (€8.5m sold).Buy Or Sell Opportunity • Apr 07Now 21% overvaluedOver the last 90 days, the stock has fallen 21% to €54.00. The fair value is estimated to be €44.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 4.4%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.Recent Insider Transactions • Feb 26Director recently bought €395k worth of stockOn the 20th of February, Matthew Farrell bought around 5k shares on-market at roughly €78.91 per share. This transaction increased Matthew's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €25m more in shares than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €74.08, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 17x in the Personal Products industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €43.13 per share.お知らせ • Feb 14e.l.f. Beauty, Inc. Appoints Matthew Farrell as Class I Director, Effective February 12, 2026e.l.f. Beauty, Inc. appointed Matthew Farrell to the Board of Directors as a Class I director, effective as of February 12, 2026. Matthew Farrell served as the Chief Executive Officer of Church & Dwight Co. Inc., a global consumer products company, from January 2016 until April 2025 and as Chairman from 2019 until September 2025. In 2006, Mr. Farrell joined Church & Dwight as Executive Vice President, Chief Financial Officer and served in that role until 2014 when he became the Chief Operating Officer and Chief Financial Officer until December 2015. Prior to joining Church & Dwight, Mr. Farrell served as Chief Financial Officer of Alpharma Inc. (now part of Pfizer), as Vice President, Investor Relations & Communications at Ingersoll-Rand Ltd., and in various senior financial positions at AlliedSignal Inc. (now Honeywell International Inc.). Mr. Farrell began his career with KPMG LLP, where he was an audit partner. Mr. Farrell has served as a member of the board of directors of Trinseo PLC, a global materials supplier of latex binders, plastics, and specialty products, since 2020 and is currently a member of the audit and compensation committees. In addition, Mr. Farrell has served as a member of the board of directors of Morton Salt, a major North American producer of salts, since July 2025, and Novanta, a global supplier of core technology solutions, since November 2025. He also served on the board of Lydall Co., Inc., a global manufacturer of specialty engineered products and materials (now part of Alkegen), from 2003 to 2021. Mr. Farrell received a B.S. degree from Manhattan College and is a certified public accountant (inactive). Mr. Farrell will stand for election to the Board at the 2026 annual meeting of stockholders of the Company.Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: US$0.66 (vs US$0.31 in 3Q 2025)Third quarter 2026 results: EPS: US$0.66 (up from US$0.31 in 3Q 2025). Revenue: US$489.5m (up 38% from 3Q 2025). Net income: US$39.4m (up 128% from 3Q 2025). Profit margin: 8.0% (up from 4.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Personal Products industry in Europe.お知らせ • Feb 05E.L.F. Beauty, Inc. Raises Earnings Guidance for Fiscal 2026e.l.f. Beauty, Inc. raised earnings guidance for fiscal 2026. For the period, the company now expects net sales of $1,600 million to $1,612 million against previous guidance for net sales of $1,550 to $1,570 million. The updated outlook for fiscal 2026 reflects an expected 22-23% year-over-year increase in net sales, as compared to an expected 18-20% increase previously.お知らせ • Jan 22e.l.f. Beauty, Inc. to Report Q3, 2026 Results on Feb 04, 2026e.l.f. Beauty, Inc. announced that they will report Q3, 2026 results on Feb 04, 2026Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €87.26, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 17x in the Personal Products industry in Europe.お知らせ • Dec 19E.L.F. Beauty Launches Glow Up, Redefining Virtual Makeup and Community on Robloxe.l.f. Beauty announced the launch of Glow Up!, a next-generation makeup game and immersive beauty experience on Roblox. Designed for players 13+, Glow Up! was engineered to deliver an experience that feels both aspirational and accessible: Next-Gen Tech: Engineered a new, inventive, and layered makeup system that allows for millions of unique looks. High-Fidelity Realism: Modernized with realistic finishes, textures, and makeup routines that mirror real life. Community "Livestreaming" Introduced an innovative new way to compete and celebrate through themed challenges. Inclusivity at the Core: Launched with four unique characters that champion women in sports, business, music, and gaming. Aligned with e.l.f.'s commitment to make the world a better place for every eye, lip and face, Glow Up! leads with innovation to prioritize inclusivity, so more players feel seen and represented on Roblox. Roblox audiences increasingly prefer more realistic, high-detail experiences: New, diverse characters will be released monthly, inspired by the 55% of Gen Z/Alpha who believe their virtual avatar represents them better than their physical self. Players become makeup artists preparing characters for major life moments. The game introduces a "livestream" mode that enables players to interact with each other's creations based on theme fit, creativity, and overall vibes, encouraging friendly competition and community engagement. Across the Roblox ecosystem, e.l.f. Beauty designs experiences that empower players to be their best, most authentic selves. e.l.f. UP! inspires young entrepreneurs, Fortune Island introduces financial literacy concepts through play, and Glow Up! centers around self-expression. Together, these experiences reflect e.l.f. beauty's mission to leave the platform better than they found it. Glow Up! was developed in collaboration with e.l.f''s longtime partner eGen and Exclusible, marking e.l.f.''s first partnership with the studio known for high-end, gameplay-first experiences. To play Glow Up!, visit the e.l.f. up! Community on Roblox.株主還元1ELFIT Personal ProductsIT 市場7D-2.6%1.2%2.6%1Yn/a-11.2%18.9%株主還元を見る業界別リターン: 1ELFがItalian Personal Products業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: 1ELF Italian市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is 1ELF's price volatile compared to industry and market?1ELF volatility1ELF Average Weekly Movement9.0%Personal Products Industry Average Movement5.2%Market Average Movement5.2%10% most volatile stocks in IT Market8.7%10% least volatile stocks in IT Market3.2%安定した株価: 1ELFの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1ELFの weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2004849Tarang Aminwww.elfbeauty.com美容会社であるe.l.f. Beauty, Inc.は、化粧品とスキンケア製品を世界中に提供している。同社はアイ、リップ、フェイス、肉球、スキンケア製品を提供している。同社はe.l.f. Cosmetics、e.l.f. Skin、Well People、Naturium、Keys Soulcareのブランド名で製品を提供している。e l.f.ビューティは以前はJ.A.コスメティックス・ホールディングスとして知られ、2016年4月に社名をe.l.f.ビューティに変更した。同社は2004年に設立され、カリフォルニア州オークランドに本社を置いている。もっと見るe.l.f. Beauty, Inc. 基礎のまとめe.l.f. Beauty の収益と売上を時価総額と比較するとどうか。1ELF 基礎統計学時価総額€2.70b収益（TTM）€22.63m売上高(TTM)€1.41b122.3xPER（株価収益率2.0xP/Sレシオ1ELF は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1ELF 損益計算書（TTM）収益US$1.64b売上原価US$479.13m売上総利益US$1.16bその他の費用US$1.13b収益US$26.32m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.44グロス・マージン70.72%純利益率1.61%有利子負債／自己資本比率74.2%1ELF の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/26 07:16終値2026/05/26 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋e.l.f. Beauty, Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24 アナリスト機関Mark AltschwagerBairdShannon CoyneBMO Capital Markets Equity ResearchAnna LizzulBofA Global Research21 その他のアナリストを表示
New Risk • May 22New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 62% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.6% net profit margin). Significant insider selling over the past 3 months (€8.5m sold).
お知らせ • May 22e.l.f. Beauty, Inc. Provides Earnings Guidance for the Fiscal Year 2027e.l.f. Beauty, Inc. provided earnings guidance for the fiscal year 2027. for the year, the company expects Net sales of $1,835 million-1,865 million.
Reported Earnings • May 21Full year 2026 earnings released: EPS: US$0.45 (vs US$1.99 in FY 2025)Full year 2026 results: EPS: US$0.45 (down from US$1.99 in FY 2025). Revenue: US$1.64b (up 25% from FY 2025). Net income: US$26.3m (down 77% from FY 2025). Profit margin: 1.6% (down from 8.5% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Personal Products industry in Europe.
お知らせ • May 07e.l.f. Beauty, Inc. to Report Q4, 2026 Results on May 20, 2026e.l.f. Beauty, Inc. announced that they will report Q4, 2026 results on May 20, 2026
Recent Insider Transactions • May 01Chairman recently sold €2.3m worth of stockOn the 27th of April, Tarang Amin sold around 42k shares on-market at roughly €54.26 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Tarang has been a net seller over the last 12 months, reducing personal holdings by €5.1m.
New Risk • May 01New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €8.5m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.6% average weekly change). Minor Risks High level of debt (56% net debt to equity). Significant insider selling over the past 3 months (€8.5m sold).
New Risk • May 22New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 62% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.6% net profit margin). Significant insider selling over the past 3 months (€8.5m sold).
お知らせ • May 22e.l.f. Beauty, Inc. Provides Earnings Guidance for the Fiscal Year 2027e.l.f. Beauty, Inc. provided earnings guidance for the fiscal year 2027. for the year, the company expects Net sales of $1,835 million-1,865 million.
Reported Earnings • May 21Full year 2026 earnings released: EPS: US$0.45 (vs US$1.99 in FY 2025)Full year 2026 results: EPS: US$0.45 (down from US$1.99 in FY 2025). Revenue: US$1.64b (up 25% from FY 2025). Net income: US$26.3m (down 77% from FY 2025). Profit margin: 1.6% (down from 8.5% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Personal Products industry in Europe.
お知らせ • May 07e.l.f. Beauty, Inc. to Report Q4, 2026 Results on May 20, 2026e.l.f. Beauty, Inc. announced that they will report Q4, 2026 results on May 20, 2026
Recent Insider Transactions • May 01Chairman recently sold €2.3m worth of stockOn the 27th of April, Tarang Amin sold around 42k shares on-market at roughly €54.26 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Tarang has been a net seller over the last 12 months, reducing personal holdings by €5.1m.
New Risk • May 01New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €8.5m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.6% average weekly change). Minor Risks High level of debt (56% net debt to equity). Significant insider selling over the past 3 months (€8.5m sold).
Buy Or Sell Opportunity • Apr 07Now 21% overvaluedOver the last 90 days, the stock has fallen 21% to €54.00. The fair value is estimated to be €44.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 4.4%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
Recent Insider Transactions • Feb 26Director recently bought €395k worth of stockOn the 20th of February, Matthew Farrell bought around 5k shares on-market at roughly €78.91 per share. This transaction increased Matthew's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €25m more in shares than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €74.08, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 17x in the Personal Products industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €43.13 per share.
お知らせ • Feb 14e.l.f. Beauty, Inc. Appoints Matthew Farrell as Class I Director, Effective February 12, 2026e.l.f. Beauty, Inc. appointed Matthew Farrell to the Board of Directors as a Class I director, effective as of February 12, 2026. Matthew Farrell served as the Chief Executive Officer of Church & Dwight Co. Inc., a global consumer products company, from January 2016 until April 2025 and as Chairman from 2019 until September 2025. In 2006, Mr. Farrell joined Church & Dwight as Executive Vice President, Chief Financial Officer and served in that role until 2014 when he became the Chief Operating Officer and Chief Financial Officer until December 2015. Prior to joining Church & Dwight, Mr. Farrell served as Chief Financial Officer of Alpharma Inc. (now part of Pfizer), as Vice President, Investor Relations & Communications at Ingersoll-Rand Ltd., and in various senior financial positions at AlliedSignal Inc. (now Honeywell International Inc.). Mr. Farrell began his career with KPMG LLP, where he was an audit partner. Mr. Farrell has served as a member of the board of directors of Trinseo PLC, a global materials supplier of latex binders, plastics, and specialty products, since 2020 and is currently a member of the audit and compensation committees. In addition, Mr. Farrell has served as a member of the board of directors of Morton Salt, a major North American producer of salts, since July 2025, and Novanta, a global supplier of core technology solutions, since November 2025. He also served on the board of Lydall Co., Inc., a global manufacturer of specialty engineered products and materials (now part of Alkegen), from 2003 to 2021. Mr. Farrell received a B.S. degree from Manhattan College and is a certified public accountant (inactive). Mr. Farrell will stand for election to the Board at the 2026 annual meeting of stockholders of the Company.
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: US$0.66 (vs US$0.31 in 3Q 2025)Third quarter 2026 results: EPS: US$0.66 (up from US$0.31 in 3Q 2025). Revenue: US$489.5m (up 38% from 3Q 2025). Net income: US$39.4m (up 128% from 3Q 2025). Profit margin: 8.0% (up from 4.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Personal Products industry in Europe.
お知らせ • Feb 05E.L.F. Beauty, Inc. Raises Earnings Guidance for Fiscal 2026e.l.f. Beauty, Inc. raised earnings guidance for fiscal 2026. For the period, the company now expects net sales of $1,600 million to $1,612 million against previous guidance for net sales of $1,550 to $1,570 million. The updated outlook for fiscal 2026 reflects an expected 22-23% year-over-year increase in net sales, as compared to an expected 18-20% increase previously.
お知らせ • Jan 22e.l.f. Beauty, Inc. to Report Q3, 2026 Results on Feb 04, 2026e.l.f. Beauty, Inc. announced that they will report Q3, 2026 results on Feb 04, 2026
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €87.26, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 17x in the Personal Products industry in Europe.
お知らせ • Dec 19E.L.F. Beauty Launches Glow Up, Redefining Virtual Makeup and Community on Robloxe.l.f. Beauty announced the launch of Glow Up!, a next-generation makeup game and immersive beauty experience on Roblox. Designed for players 13+, Glow Up! was engineered to deliver an experience that feels both aspirational and accessible: Next-Gen Tech: Engineered a new, inventive, and layered makeup system that allows for millions of unique looks. High-Fidelity Realism: Modernized with realistic finishes, textures, and makeup routines that mirror real life. Community "Livestreaming" Introduced an innovative new way to compete and celebrate through themed challenges. Inclusivity at the Core: Launched with four unique characters that champion women in sports, business, music, and gaming. Aligned with e.l.f.'s commitment to make the world a better place for every eye, lip and face, Glow Up! leads with innovation to prioritize inclusivity, so more players feel seen and represented on Roblox. Roblox audiences increasingly prefer more realistic, high-detail experiences: New, diverse characters will be released monthly, inspired by the 55% of Gen Z/Alpha who believe their virtual avatar represents them better than their physical self. Players become makeup artists preparing characters for major life moments. The game introduces a "livestream" mode that enables players to interact with each other's creations based on theme fit, creativity, and overall vibes, encouraging friendly competition and community engagement. Across the Roblox ecosystem, e.l.f. Beauty designs experiences that empower players to be their best, most authentic selves. e.l.f. UP! inspires young entrepreneurs, Fortune Island introduces financial literacy concepts through play, and Glow Up! centers around self-expression. Together, these experiences reflect e.l.f. beauty's mission to leave the platform better than they found it. Glow Up! was developed in collaboration with e.l.f''s longtime partner eGen and Exclusible, marking e.l.f.''s first partnership with the studio known for high-end, gameplay-first experiences. To play Glow Up!, visit the e.l.f. up! Community on Roblox.
