Brilliant Earth Group, Inc.

NasdaqGM:BRLT 주식 리포트

시가총액: US$122.8m

Brilliant Earth Group 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Beth Gerstein

최고경영자

US$1.0m

총 보수

CEO 급여 비율59.96%
CEO 재임 기간4.9yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간3.3yrs
이사회 평균 재임 기간4.9yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 07

BRLT: Margin Reset And Metal Cost Pressures Will Set Up Future Upside Potential

Narrative Update: Brilliant Earth Group Analysts have trimmed their price targets on Brilliant Earth, with recent cuts to $1.60 and $1.50. These changes reflect concerns that softer guidance, an expected 1Q EBITDA loss after 19 positive quarters, and pressure on margins from higher precious metal costs could weigh on the stock until there is clearer visibility on profitability.
내러티브 업데이트 Apr 22

BRLT: Precious Metal Cost Reset Will Support Future Margin Recovery

Analysts have trimmed Brilliant Earth Group's average price target from $1.90 to $1.60, reflecting concerns that softer guidance, expected 1Q EBITDA losses after a long profitable streak, and margin pressure from higher precious metal costs could weigh on profitability and near term risk/reward. Analyst Commentary Recent research on Brilliant Earth Group centers on how rising precious metal costs and softer guidance could affect margins, execution, and valuation over the next few years.
내러티브 업데이트 Apr 07

BRLT: Bridal Demand And Cost Reset Will Support Future Margin Recovery

Analysts have trimmed the fair value estimate for Brilliant Earth Group to $1.71 from $1.74 as recent target cuts to $1.60 and $1.50 reflect rising input cost pressure, softer margin expectations, and reduced visibility on future profitability. Analyst Commentary Street research has turned more cautious on Brilliant Earth Group, with recent reports focusing on margin pressure, precious metal cost inflation, and lowered profitability expectations through the medium term.
내러티브 업데이트 Mar 24

BRLT: Margin Reset And Metal Cost Pressures Will Set Up Potential Upside

Analysts have trimmed their average price target for Brilliant Earth Group to around $2.00 from about $3.00, citing softer margin expectations, pressure from higher precious metal input costs, and reduced confidence in the pace of future profitability improvement. Analyst Commentary Recent research has turned more cautious on Brilliant Earth Group, with several firms lowering ratings and price targets as they reassess margin risk tied to higher precious metal costs and softer profitability guidance.
내러티브 업데이트 Mar 10

BRLT: Bridal Demand And Margin Recovery Will Drive Future Market Share Gains

The updated analyst price target for Brilliant Earth Group has moved lower to around $1.74, reflecting recent cuts in Street targets to $1.60 and $1.50, as analysts factor in softer guidance, an expected 1Q EBITDA loss after 19 quarters of profitability, and ongoing margin pressure from higher precious metal costs. Analyst Commentary Street research has turned more cautious on Brilliant Earth Group, with multiple firms trimming price targets and downgrading ratings as they rework expectations for profitability and margins.
내러티브 업데이트 Feb 23

BRLT: Nevada Reincorporation Will Support Constructive Long Term Outlook

Narrative Update: Brilliant Earth Group Analyst Price Target Shift The latest analyst price target for Brilliant Earth Group has moved slightly. Analysts point to small adjustments in the discount rate, revenue growth expectations, profit margin assumptions, and future P/E as the key drivers behind the update.
내러티브 업데이트 Feb 09

BRLT: Reincorporation And New Collection Will Support Constructive Forward Outlook

Analysts have trimmed their price target for Brilliant Earth Group by aligning it with a lower profit margin outlook and a significantly higher future P/E assumption, while holding fair value steady at US$1.90. What's in the News Brilliant Earth Group completed a reincorporation on December 22, 2025, shifting its state of incorporation from Delaware to Nevada.
내러티브 업데이트 Jan 25

BRLT: Share Buybacks And Earnings Guidance Will Support Constructive Forward Outlook

Analysts have slightly reduced their price targets on Brilliant Earth Group, reflecting marginally higher discount rate assumptions and modest adjustments to long-term revenue growth, profit margin, and future P/E expectations. Taken together, these changes point to a more cautious valuation framework in currency terms.
내러티브 업데이트 Jan 11

BRLT: Debt-Free Position And Bridal Recovery Will Support Balanced Outlook And Modest Share Gains

Analysts have slightly reduced their price target for Brilliant Earth Group to around US$1.90 from about US$2.00, citing updated assumptions for fair value, discount rate, revenue, profit margin and future P/E levels. What's in the News Reincorporation from Delaware to Nevada became effective on December 22, 2025, with Brilliant Earth Group now governed by a Nevada charter and Nevada bylaws instead of its prior Delaware governing documents (Changes in Company Bylaws/Rules).
내러티브 업데이트 Dec 14

BRLT: Debt-Free Position And Bridal Recovery Will Drive Measured Share Gains

Analysts have raised their fair value estimate for Brilliant Earth Group stock from 1.50 dollars to 2.00 dollars, citing the company's newly debt free balance sheet, a recovery in engagement activity, and expectations that it can continue gaining share in a fragmented jewelry market. Analyst Commentary Recent Street commentary has highlighted a more constructive view on Brilliant Earth Group as the company benefits from a cleaner balance sheet and a rebound in engagement driven demand.
Seeking Alpha Nov 27

Brilliant Earth: The Dividend Rush Is Over, Now The Fundamentals Kick In

Summary Brilliant Earth is rated 'hold' as its recent special dividend led to a short-term rally but failed to create lasting value. BRLT's buyback program is primarily managing dilution, with little true capital return to shareholders, and further special dividends are possible but unlikely. Q3 saw double-digit revenue growth, especially in engagement rings, but average order value and margins remain pressured by industry trends and high SG&A. With limited catalysts and slow profitability improvement, BRLT is expected to trade just under $2, reflecting its current EBITDA margin and growth outlook. Read the full article on Seeking Alpha
내러티브 업데이트 Nov 27

BRLT: Debt-Free Balance Sheet And Bridal Momentum Will Drive Market Share Gains

Analysts have raised their price target for Brilliant Earth Group from $2.44 to $2.52 per share. They cited strengthened fundamentals, a debt-free balance sheet, and optimism around the company’s share gains in a fragmented jewelry market.
내러티브 업데이트 Nov 06

BRLT: Debt-Free Status And Bridal Focus Will Support Measured Recovery Ahead

Analysts have raised their price target for Brilliant Earth Group from $2.18 to $2.44 per share. They cite the company's debt-free status, strengthening fundamentals, and position as a share gainer in a fragmented industry as key factors supporting the upward revision.
분석 기사 Sep 04

Brilliant Earth Group, Inc. (NASDAQ:BRLT) Stocks Shoot Up 97% But Its P/S Still Looks Reasonable

Brilliant Earth Group, Inc. ( NASDAQ:BRLT ) shareholders have had their patience rewarded with a 97% share price jump...
분석 기사 Aug 12

Is Now The Time To Look At Buying Brilliant Earth Group, Inc. (NASDAQ:BRLT)?

NasdaqGM:BRLT 1 Year Share Price vs Fair Value Explore Brilliant Earth Group's Fair Values from the Community and...
내러티브 업데이트 Aug 10

Ethical Demand And Omnichannel Expansion Will Transform Jewelry Retail

Brilliant Earth Group's fair value estimate has increased to $2.23, driven by a sharp improvement in forecasted profitability (Future P/E down to 2.26x) and stronger expected revenue growth. What's in the News Issued Q3 2025 earnings guidance, expecting net sales growth of 8% to 10% year-over-year.
분석 기사 Jul 08

An Intrinsic Calculation For Brilliant Earth Group, Inc. (NASDAQ:BRLT) Suggests It's 20% Undervalued

Key Insights The projected fair value for Brilliant Earth Group is US$1.95 based on 2 Stage Free Cash Flow to Equity...
분석 기사 Apr 09

Is Brilliant Earth Group, Inc. (NASDAQ:BRLT) Potentially Undervalued?

Brilliant Earth Group, Inc. ( NASDAQ:BRLT ), might not be a large cap stock, but it received a lot of attention from a...
분석 기사 Mar 17

Brilliant Earth Group (NASDAQ:BRLT) Is Looking To Continue Growing Its Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
User avatar
새로운 내러티브 Feb 09

Expansion Of Fine Jewelry, Including The Jane Goodall Collection, Will Diversify Future Offerings

Expanding fine jewelry collections beyond engagement rings and dynamic pricing strategies can boost revenue and margins.
분석 기사 Jan 25

Brilliant Earth Group, Inc.'s (NASDAQ:BRLT) Price Is Out Of Tune With Earnings

With a price-to-earnings (or "P/E") ratio of 70x Brilliant Earth Group, Inc. ( NASDAQ:BRLT ) may be sending very...
분석 기사 Jan 09

Estimating The Intrinsic Value Of Brilliant Earth Group, Inc. (NASDAQ:BRLT)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Brilliant Earth Group fair value estimate is US$1.61 With...
Seeking Alpha Dec 05

Diamonds Are Forever: The Case For Buying Brilliant Earth Stock Now

Summary Brilliant Earth Group is a premium jewelry brand with a strong balance sheet and asset-light business model, maintaining profitability despite macroeconomic headwinds. The company avoided discounts, focusing on brand positioning and new product launches, resulting in increased margins and customer loyalty. BRLT's attractive valuation and bullish short-term price trend make it a prime investment opportunity, poised to rebound as economic conditions improve. Despite potential risks from prolonged demand softness and import tariffs, BRLT's strong brand and financial position support a buy rating. Read the full article on Seeking Alpha
분석 기사 Nov 27

There Are Reasons To Feel Uneasy About Brilliant Earth Group's (NASDAQ:BRLT) Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
분석 기사 Sep 13

At US$2.01, Is It Time To Put Brilliant Earth Group, Inc. (NASDAQ:BRLT) On Your Watch List?

Brilliant Earth Group, Inc. ( NASDAQ:BRLT ), might not be a large cap stock, but it saw a double-digit share price rise...
분석 기사 Aug 23

Returns On Capital At Brilliant Earth Group (NASDAQ:BRLT) Paint A Concerning Picture

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 Mar 20

Brilliant Earth Group (NASDAQ:BRLT) Shareholders Will Want The ROCE Trajectory To Continue

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Seeking Alpha Jan 11

Brilliant Earth: Waiting For Gains To Show Up In Earnings

Summary Brilliant Earth's share price has increased by 12% since October 2023, as investor sentiment improved following its Q3 2023 earnings report and its share repurchase program. Improved sales growth is expected to reflect in Q4 2023, however, the adjusted EBITDA figure is wanting at a time when the market multiples are already high. A spate of showroom openings during the year along with improved analyst expectations for 2024 do give hope, but it's better to wait and watch for the company's outlook. Read the full article on Seeking Alpha
분석 기사 Dec 12

Is Now The Time To Look At Buying Brilliant Earth Group, Inc. (NASDAQ:BRLT)?

Brilliant Earth Group, Inc. ( NASDAQ:BRLT ), might not be a large cap stock, but it saw a significant share price rise...
분석 기사 Nov 13

These Analysts Just Made A Massive Downgrade To Their Brilliant Earth Group, Inc. (NASDAQ:BRLT) EPS Forecasts

Today is shaping up negative for Brilliant Earth Group, Inc. ( NASDAQ:BRLT ) shareholders, with the analysts delivering...
분석 기사 Oct 03

The Returns On Capital At Brilliant Earth Group (NASDAQ:BRLT) Don't Inspire Confidence

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
분석 기사 Jun 02

Returns On Capital At Brilliant Earth Group (NASDAQ:BRLT) Have Hit The Brakes

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 Nov 14

The Consensus EPS Estimates For Brilliant Earth Group, Inc. (NASDAQ:BRLT) Just Fell Dramatically

One thing we could say about the analysts on Brilliant Earth Group, Inc. ( NASDAQ:BRLT ) - they aren't optimistic...
분석 기사 Oct 25

Are Investors Undervaluing Brilliant Earth Group, Inc. (NASDAQ:BRLT) By 48%?

Today we will run through one way of estimating the intrinsic value of Brilliant Earth Group, Inc. ( NASDAQ:BRLT ) by...
Seeking Alpha Oct 05

Brilliant Earth Group Hopes Year Of The Wedding Maintains Growth

Summary Brilliant Earth Group went public in September 2021, raising approximately $100 million in an IPO. The company sells ethically-sourced jewelry products online and through retail locations in the U.S. BRLT has grown revenue, but operating income has suffered, and I'm cautious about its prospects in a deepening macroeconomic slowdown or recession. I'm on Hold for BRLT in the near term, but the stock is worth putting on a watch list for future consideration. A Quick Take On Brilliant Earth Group Brilliant Earth Group (BRLT) went public in September 2021, raising approximately $100 million in gross proceeds from an IPO that was priced at $12.00 per share. The firm sells responsibly sourced jewelry products and accessories through online and offline channels. While optimistic investors looking for a potential bargain may wish to put BRLT on a watch list for future consideration, I'm more cautious given a slowing economy. For the near term, I'm therefore on Hold for BRLT, but it may soon have greater upside potential than downside risk. Brilliant Earth Overview San Francisco, California-based Brilliant was founded to create an omni-channel retailer of ethically sourced jewelry products aimed at Millennial and Gen Z consumers. Management is headed by Chief Executive Officer Beth Gerstein, who has been with the firm since inception and received a B.S. in Biomedical and Electrical Engineering from Duke University. The company's primary offerings include: Engagement and wedding rings Gemstone rings Other fine jewelry The firm pursues customers via online direct-to-consumer [DTC] marketing as well as through its offline showrooms. BRLT enables consumers to create their own ring design through its marketplace of over 100,000 natural and lab-grown diamonds. Over 2/3 of the company's ring collection is proprietary and exclusive to the firm's online and offline stores. Brilliant Earth's Market & Competition According to a 2020 market research report by Fortune Business Insights, the global market for jewelry was an estimated $330 billion in 2019 and is expected to grow at a compound annual growth rate [CAGR] of 3.7% through 2027. The main drivers for this expected growth are an increase in disposable income, changing consumer tastes, and increasing adoption of digital media platforms and online sales. Also, below is a pie chart showing the approximate market share by jewelry type in 2019: Global Jewelry Market Share By Type (Fortune Business Insights) Major competitive or other industry participants by type include: Jewelry retailers and brands Department stores Independent stores Brilliant Earth's Recent Financial Performance Total revenue by quarter has risen substantially over the past 9-quarter period: 9 Quarter Total Revenue (Seeking Alpha) Gross profit by quarter has followed a similar growth trajectory as total revenue: 9 Quarter Gross Profit (Seeking Alpha) Selling, G&A expenses as a percentage of total revenue by quarter have risen as revenue has increased: 9 Quarter Selling, G&A % Of Revenue (Seeking Alpha) Operating income by quarter has dropped materially in recent quarters: 9 Quarter Operating Income (Seeking Alpha) Earnings per share (Diluted) has varied since its IPO: 4 Quarter Earnings Per Share (Seeking Alpha) (All data in above charts is GAAP) Since its IPO, BRLT's stock price has dropped 53.8% vs. the U.S. S&P 500 index' drop of around 13.8%, as the chart below indicates: Stock Price Since IPO (Seeking Alpha) Valuation And Other Metrics For Brilliant Earth Group Below is a table of relevant capitalization and valuation figures for the company: Measure [TTM] Amount Enterprise Value / Sales 0.16 Revenue Growth Rate 31.9% Net Income Margin -2.0% GAAP EBITDA % 8.2% Market Capitalization $568,320,000 Enterprise Value $68 Operating Cash Flow $30,740,000 Earnings Per Share (Fully Diluted) $0.16 (Source - Seeking Alpha) Below is an estimated DCF (Discounted Cash Flow) analysis of the firm's projected growth and earnings: BRLT Discounted Cash Flow (GuruFocus) Assuming generous DCF parameters, the firm's shares would be valued at approximately $8.34 versus the current price of $6.00, indicating they are potentially currently undervalued, with the given earnings, growth and discount rate assumptions of the DCF. As a reference, a relevant partial public comparable would be retail competitor Signet Jewelers (SIG); shown below is a comparison of their primary valuation metrics: Metric Signet Jewelers Brilliant Earth Variance Enterprise Value / Sales 0.48 0.16 -66.7% Revenue Growth Rate 14.1% 31.9% 126.7% Net Income Margin 5.9% -2.0% --% Operating Cash Flow $683,900,000 $30,740,000 -95.5% (Source - Seeking Alpha) A full comparison of the two companies' performance metrics may be viewed here. Commentary On Brilliant Earth In its last earnings call (Source - Seeking Alpha), covering Q2 2022's results, management highlighted the growth of its omni-channel approach, with six new retail locations bringing its total retail footprint to 21 showrooms. The company is also focused on increasing its engagement through major social platforms such as TikTok. Management sees 2022 as the 'year of wedding', due to couples having put off their weddings in 2020 and 2021 as a result of the pandemic.
분석 기사 Sep 27

Investors Could Be Concerned With Brilliant Earth Group's (NASDAQ:BRLT) Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

CEO 보수 분석

Beth Gerstein의 보수는 Brilliant Earth Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$5m

Dec 31 2025US$1mUS$600k

-US$4m

Sep 30 2025n/an/a

-US$381k

Jun 30 2025n/an/a

-US$415k

Mar 31 2025n/an/a

-US$64k

Dec 31 2024US$869kUS$600k

US$541k

Sep 30 2024n/an/a

US$426k

Jun 30 2024n/an/a

US$812k

Mar 31 2024n/an/a

US$775k

Dec 31 2023US$750kUS$600k

US$584k

Sep 30 2023n/an/a

US$1m

Jun 30 2023n/an/a

US$1m

Mar 31 2023n/an/a

US$2m

Dec 31 2022US$612kUS$600k

US$2m

Sep 30 2022n/an/a

US$3m

Jun 30 2022n/an/a

US$2m

Mar 31 2022n/an/a

-US$524k

Dec 31 2021US$622kUS$610k

US$2m

Sep 30 2021n/an/a

US$13m

Jun 30 2021n/an/a

US$21m

Mar 31 2021n/an/a

US$24m

Dec 31 2020US$611kUS$600k

US$22m

보상 대 시장: Beth의 총 보수(USD1.00M)는 US 시장에서 비슷한 규모 기업의 평균(USD647.34K)보다 높습니다.

보상과 수익: Beth의 보상은 회사가 적자임에도 증가했습니다.


CEO

Beth Gerstein (49 yo)

4.9yrs
재임 기간
US$1,000,600
보수

Ms. Beth Tanara Gerstein has been Chief Executive Officer and Director of Brilliant Earth Group, Inc. since June 02, 2021. She co-founded Brilliant Earth, LLC in 2005 and its co-Chief Executive Officer unt...


리더십 팀

이름직위재임 기간보수지분
Eric Grossberg
Executive Chairman4.9yrsUS$917.80k데이터 없음
Beth Gerstein
CEO & Director4.9yrsUS$1.00m데이터 없음
Chuenhong Kuo
CFO & Treasurer4.9yrsUS$975.95k2.07%
$ 2.5m
Sharon Dziesietnik
Chief Operations Officer1.8yrsUS$1.08m3.52%
$ 4.3m
Colin Bourland
Vice President of Strategyno data데이터 없음데이터 없음
Alex Grab
General Counsel & Secretaryno data데이터 없음데이터 없음
Pamela Catlett
Chief Brand Officer1.8yrs데이터 없음데이터 없음
3.3yrs
평균 재임 기간
48.5yo
평균 나이

경험이 풍부한 관리: BRLT의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.3 년).


이사회 구성원

이름직위재임 기간보수지분
Eric Grossberg
Executive Chairman4.9yrsUS$917.80k데이터 없음
Beth Gerstein
CEO & Director4.9yrsUS$1.00m데이터 없음
Gavin Turner
Independent Director4.9yrs데이터 없음데이터 없음
Beth Kaplan
Independent Director4.9yrsUS$194.41k0.80%
$ 982.5k
Jennifer Harris
Independent Director4.9yrsUS$200.41k0.54%
$ 656.8k
Attica Jaques
Independent Director4.9yrsUS$180.41k0.76%
$ 937.9k
4.9yrs
평균 재임 기간
52yo
평균 나이

경험이 풍부한 이사회: BRLT의 이사회경험이 있음으로 간주됩니다(평균 재임 4.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 03:16
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

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기업 재무제표10년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

Brilliant Earth Group, Inc.는 9명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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