e.l.f. Beauty（ELF）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
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e.l.f. Beauty, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$50.72 |
| 52週高値 | US$150.99 |
| 52週安値 | US$50.13 |
| ベータ | 1.7 |
| 1ヶ月の変化 | -25.87% |
| 3ヶ月変化 | -44.34% |
| 1年変化 | -35.85% |
| 3年間の変化 | -41.33% |
| 5年間の変化 | 71.06% |
| IPOからの変化 | 91.40% |
最新ニュース
Seeking Alpha • 9h
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
ナラティブの更新 • 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.Recent updates
Seeking Alpha • 9h
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ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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...Seeking Alpha • Jan 26
e.l.f. Beauty Is Looking Good
Summary Individual investors can leverage their time, smaller size, and focus on quality to outperform short-term traders and index investors. e.l.f. Beauty, with its small market cap and high growth potential, represents a promising long-term investment opportunity. Despite potential risks like earnings volatility and tariffs, ELF's valuation and growth prospects make it a compelling buy. A balanced strategy of taking a half position now and adding more when momentum improves is recommended for long-term gains. Read the full article on Seeking AlphaSeeking Alpha • Jan 18
e.l.f. Beauty: The Growth Is Not Stopping Soon
Summary e.l.f Beauty has shown impressive revenue growth of over 350% since 2019, driven by low manufacturing costs, innovative marketing, and strong product innovation. The stock is considered a good midterm holding due to its continued growth potential, despite a high valuation of 36 times forward PE. ELF's marketing strategy targets Gen Z and Millennials, emphasizing affordability, quality, and ethical practices, which resonate well with these demographics. Risks include potential increased tariffs from China and macroeconomic uncertainties, but the company's growth and market positioning offer compelling investment opportunities. Read the full article on Seeking Alpha株主還元
| ELF | US Personal Products | US 市場 | |
|---|---|---|---|
| 7D | -5.6% | -2.1% | -0.3% |
| 1Y | -35.8% | -20.0% | 26.7% |
業界別リターン: ELF過去 1 年間で-20 % の収益を上げたUS Personal Products業界を下回りました。
リターン対市場: ELFは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。
価格変動
| ELF volatility | |
|---|---|
| ELF Average Weekly Movement | 8.4% |
| Personal Products Industry Average Movement | 7.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: ELF 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ELFの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2004 | 633 | Tarang Amin | www.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。
e.l.f. Beauty, Inc. 基礎のまとめ
| ELF 基礎統計学 | |
|---|---|
| 時価総額 | US$3.13b |
| 収益（TTM） | US$103.94m |
| 売上高(TTM) | US$1.52b |
28.8x
PER（株価収益率2.0x
P/SレシオELF は割高か？
公正価値と評価分析を参照収益と収入
| ELF 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.52b |
| 売上原価 | US$451.89m |
| 売上総利益 | US$1.07b |
| その他の費用 | US$964.00m |
| 収益 | US$103.94m |
直近の収益報告
Dec 31, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.76 |
| グロス・マージン | 70.27% |
| 純利益率 | 6.84% |
| 有利子負債／自己資本比率 | 72.9% |
ELF の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/05/20 20:57 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/03/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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. 18 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 Altschwager | Baird |
| Shannon Coyne | BMO Capital Markets Equity Research |
| Anna Lizzul | BofA Global Research |