Olaplex Holdings, Inc.

NasdaqGS:OLPX Stock Report

Market Cap: US$1.4b

Olaplex Holdings Management

Management criteria checks 3/4

Olaplex Holdings' CEO is Amanda Baldwin, appointed in Dec 2023, has a tenure of 2.42 years. total yearly compensation is $6.54M, comprised of 15.3% salary and 84.7% bonuses, including company stock and options. directly owns 0.18% of the company’s shares, worth $2.50M. The average tenure of the management team and the board of directors is 2.4 years and 4.8 years respectively.

Key information

Amanda Baldwin

Chief executive officer

US$6.5m

Total compensation

CEO salary percentage15.29%
CEO tenure2.4yrs
CEO ownership0.2%
Management average tenure2.4yrs
Board average tenure4.8yrs

Recent management updates

Recent updates

Narrative Update May 03

OLPX: Henkel Cash Deal Will Reveal Fragile Earnings And Execution Risk

Analysts have raised the average price target for Olaplex Holdings to about $1.72 from roughly $1.41. This change reflects updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E after a mix of recent price target increases and downgrades across the Street.
Narrative Update Apr 19

OLPX: Henkel Deal And Recalibrated Earnings Outlook Will Shape Share Path

Olaplex Holdings' analyst price target has shifted closer to $2, with recent moves ranging from cuts such as Evercore ISI trimming its target to $2.50 from $4 to modest raises like Morgan Stanley moving to $2 from $1.40. Analysts are balancing more cautious growth assumptions, a lower fair value estimate around $2.06, and a reduced future P/E expectation of about 12.9x.
Narrative Update Apr 03

OLPX: Henkel Buyout Talks Will Expose Fragile Earnings And Deal Risk

Analysts have lifted the average price target for Olaplex Holdings to $2 from $1.40, citing recalibrated expectations for growth, profitability and future P/E assumptions, which are reflected in a higher fair value estimate and a lower discount rate. Analyst Commentary Street research around Olaplex has been mixed, with some firms lifting targets while others are dialing back expectations or shifting to more cautious stances.
Narrative Update Mar 20

OLPX: Takeover Talks And Margin Resilience Will Support Future Upside

Analysts have trimmed their average price target on Olaplex Holdings to $2.50 from $4.00. This change reflects more cautious assumptions on revenue growth and valuation multiples, even as margin expectations are adjusted upward.
Narrative Update Mar 06

OLPX: Henkel Takeover Talks And Refined Earnings Profile Will Reprice Shares

Analysts have lifted their price target on Olaplex Holdings to $3.59, citing updated assumptions around a slightly lower discount rate, more measured revenue growth, a modestly higher profit margin profile, and a recalibrated future P/E multiple informed by recent research from Barclays and Jefferies. Analyst Commentary Bullish analysts are framing the latest price target move to US$3.59 as part of a more constructive view on Olaplex Holdings, built around refined assumptions on discount rates, revenue pacing, profit margins, and future valuation multiples informed by recent research.
Narrative Update Feb 19

OLPX: Henkel Takeover Talks Will Highlight Fragile Earnings Assumptions

Analysts have slightly raised their $ price targets on Olaplex Holdings, pointing to modest adjustments in discount rate, revenue growth, profit margin and future P/E assumptions, as reflected in recent research from Barclays and Jefferies. Analyst Commentary Recent research suggests that, while price targets have been adjusted, sentiment around Olaplex Holdings remains cautious.
Narrative Update Feb 05

OLPX: Takeover Talks With Henkel Will Expose Execution Risks

Analysts have trimmed their average price target on Olaplex to about US$1.40 from roughly US$1.50, reflecting updated views on growth, margins and a higher implied future P/E multiple following recent research from several firms. Analyst Commentary Recent research on Olaplex highlights a mix of caution and recalibration, with several firms updating their views on both price targets and ratings as they reassess growth, profitability and valuation risks.
Narrative Update Jan 22

OLPX: Henkel Takeover Talks Will Reshape Risk Reward Profile

Narrative Update: Olaplex Holdings (OLPX) The updated analyst price target for Olaplex Holdings reflects a small shift in fair value to about $3.59. Analysts characterize this as balancing a lower discount rate with changes to long term revenue growth, profit margin expectations, and future P/E assumptions following recent price target moves at Barclays, Jefferies, and Morgan Stanley.
Seeking Alpha Jan 09

Olaplex: Takeover Rumors Arise

Summary Olaplex Holdings, Inc. is rumored to have attracted takeover interest from Henkel, sparking a 22% share price surge. A takeover could make strategic sense for Henkel given OLPX's current situation. I estimate OLPX stock to have a fair value of $1.43, but a premium to fundamental fair value is currently justified given the potential for a takeover offer. Read the full article on Seeking Alpha
Narrative Update Jan 08

OLPX: Takeover Talks And Stable Margins Will Support Future Share Recovery

Narrative Update Analysts have modestly raised their fair value estimate for Olaplex Holdings to about $1.92 per share from roughly $1.89, reflecting updated assumptions on discount rate, profit margin, and future P/E. Street research includes a recent cut in one price target to $1.40 and an Equal Weight stance.
Analysis Article Jan 07

Is Olaplex Holdings (NASDAQ:OLPX) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Narrative Update Dec 23

OLPX: Stable Margins And Brand Strength Will Support Future Share Recovery

Analysts modestly reduced their price target on Olaplex Holdings to $1.40 from $1.75, reflecting slightly lower confidence in the shares despite largely unchanged long term growth and profitability assumptions. Analyst Commentary Analysts remain broadly neutral on Olaplex, with the latest price target cut to $1.40 accompanied by an Equal Weight rating.
Analysis Article Dec 16

Optimistic Investors Push Olaplex Holdings, Inc. (NASDAQ:OLPX) Shares Up 27% But Growth Is Lacking

Those holding Olaplex Holdings, Inc. ( NASDAQ:OLPX ) shares would be relieved that the share price has rebounded 27% in...
Narrative Update Dec 08

OLPX: Stable Margins Will Support Future Share Recovery Despite Competitive Headwinds

Analysts have trimmed their price target on Olaplex Holdings to $1.40 from $1.75, citing a more cautious outlook on the company despite relatively stable long term growth and profitability assumptions. Analyst Commentary Analysts are reassessing Olaplex Holdings in light of the reduced price target, weighing the company’s long term growth prospects against execution risks and a still challenging competitive backdrop.
Narrative Update Nov 24

OLPX: Improved Profit Margins Will Support Share Recovery Amid Cautious Outlook

Olaplex Holdings' analyst price target has been revised downward from $1.75 to $1.40 per share. Analysts cited updated revenue growth and profit margin expectations as key drivers behind the adjustment.
Narrative Update Nov 08

OLPX: Renewed Brand Momentum Will Drive Share Upside Amid Market Recovery

Olaplex Holdings’ analyst price target has been raised from $1.50 to $2.00 per share, as analysts cite stabilizing margins, renewed brand momentum, and an improved outlook for growth following recent investments in the company’s marketing and product initiatives. Analyst Commentary Analysts have recently updated their perspectives on Olaplex Holdings in light of the company’s brand momentum and operational improvements.
Analysis Article Oct 28

Olaplex Holdings, Inc. (NASDAQ:OLPX) Shares Could Be 39% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Olaplex Holdings fair value estimate is US$1.79 Current share...
Analysis Article Sep 26

We Think Olaplex Holdings (NASDAQ:OLPX) Is Taking Some Risk With Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article Aug 16

Investors Could Be Concerned With Olaplex Holdings' (NASDAQ:OLPX) Returns On Capital

NasdaqGS:OLPX 1 Year Share Price vs Fair Value Explore Olaplex Holdings's Fair Values from the Community and select...
Analysis Article Jun 24

There's Reason For Concern Over Olaplex Holdings, Inc.'s (NASDAQ:OLPX) Massive 26% Price Jump

Olaplex Holdings, Inc. ( NASDAQ:OLPX ) shares have had a really impressive month, gaining 26% after a shaky period...
Analysis Article May 31

Are Investors Undervaluing Olaplex Holdings, Inc. (NASDAQ:OLPX) By 46%?

Key Insights Olaplex Holdings' estimated fair value is US$2.46 based on 2 Stage Free Cash Flow to Equity Olaplex...
Analysis Article May 11

Olaplex Holdings, Inc. (NASDAQ:OLPX) Just Released Its First-Quarter Earnings: Here's What Analysts Think

Last week, you might have seen that Olaplex Holdings, Inc. ( NASDAQ:OLPX ) released its first-quarter result to the...
Analysis Article May 09

Olaplex Holdings, Inc.'s (NASDAQ:OLPX) 30% Share Price Surge Not Quite Adding Up

Those holding Olaplex Holdings, Inc. ( NASDAQ:OLPX ) shares would be relieved that the share price has rebounded 30% in...
Analysis Article Apr 25

Here's Why Olaplex Holdings (NASDAQ:OLPX) Has A Meaningful Debt Burden

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Seeking Alpha Mar 08

Olaplex: Competition And Patent Expiration Are Enormous Obstacles

Summary While hair loss concerns likely caused some brand damage, Olaplex's primary issue appears to be competition. As a result of increased competition, Olaplex faces declining sales and gross margins and rising operating expenses. New management and a shift in strategy could change this situation but I am skeptical. Regardless, patent expiration in 2034 likely means that Olaplex has a fairly narrow window in which to create shareholder value. Read the full article on Seeking Alpha
Analysis Article Mar 05

Investor Optimism Abounds Olaplex Holdings, Inc. (NASDAQ:OLPX) But Growth Is Lacking

With a price-to-earnings (or "P/E") ratio of 57x Olaplex Holdings, Inc. ( NASDAQ:OLPX ) may be sending very bearish...
Analysis Article Feb 04

Olaplex Holdings (NASDAQ:OLPX) Could Be Struggling To Allocate Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Seeking Alpha Jan 19

Olaplex: A Speculative Turnaround Play

Summary Olaplex, despite a 94% stock drop, remains profitable with positive cash flows and a strong balance sheet, making it a speculative but potentially rewarding investment. The company's reputation suffered due to allegations of hair loss from its products, leading to significant revenue declines and a challenging market perception. New management, led by an industry veteran, aims to restore Olaplex's reputation and business, with a strategic plan expected in early 2025. Valued at a reasonable EV/FCF multiple, Olaplex presents an asymmetric bet with higher upside potential than downside, despite the risks involved. Read the full article on Seeking Alpha
Analysis Article Jan 03

An Intrinsic Calculation For Olaplex Holdings, Inc. (NASDAQ:OLPX) Suggests It's 49% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Olaplex Holdings fair value estimate is US$3.28 Olaplex...
Seeking Alpha Nov 13

Olaplex: Lashbond Building Serum Market Is Another Reason To Buy

Summary Olaplex Holdings has shown strong financial performance from 2020 to 2023, with significant growth potential driven by new investments and global distribution expansions. The company is undervalued, currently trading below $2 per share, despite a fair valuation estimate of $7 per share under normal circumstances. Key growth drivers include the Lashbond Building Serum Market, international distributor agreements, and innovation through partnerships with universities and biotech companies. The company's omnichannel strategy, strong cash flow, and reduced debt position it well for future growth, despite competitive and operational challenges. Read the full article on Seeking Alpha
Analysis Article Nov 10

Olaplex Holdings, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

The analysts might have been a bit too bullish on Olaplex Holdings, Inc. ( NASDAQ:OLPX ), given that the company fell...
Analysis Article Nov 08

Olaplex Holdings, Inc. (NASDAQ:OLPX) Shares May Have Slumped 28% But Getting In Cheap Is Still Unlikely

Olaplex Holdings, Inc. ( NASDAQ:OLPX ) shareholders won't be pleased to see that the share price has had a very rough...
Analysis Article Sep 29

Olaplex Holdings (NASDAQ:OLPX) Seems To Use Debt Quite Sensibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
User avatar
New Narrative Sep 14

Innovative Strategies And Patented Technology Set To Fuel Remarkable Growth And Brand Equity

Focus on product and brand innovation, alongside increased investments in marketing, aims to drive revenue growth through enhanced consumer demand and brand equity.
Analysis Article Sep 11

Capital Allocation Trends At Olaplex Holdings (NASDAQ:OLPX) Aren't Ideal

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Seeking Alpha Sep 05

Repairing Olaplex: 3 Catalysts That Evidence A Turnaround

Summary Shares of Olaplex Holdings are primed for a rebound after years of declines due to poor financial performance and a weak management outlook. The company’s specialized product mix is full of high-grade haircare solutions that are well-positioned amidst competitors. After years of declining revenues in the company’s Pro sales channel, several key initiatives have been established to reconnect with professional hairstylists to return this network to growth. Entering the curly/textured sector of the haircare industry presents Olaplex with an opportunity to capture a rapidly growing, specialized market within the premium haircare space. A newly formed management team of industry-leading executives is ready to return the brand to growth and relevance as strategic initiatives involving new product releases and sales-channel developments take shape. Read the full article on Seeking Alpha
Analysis Article Aug 14

There May Be Reason For Hope In Olaplex Holdings' (NASDAQ:OLPX) Disappointing Earnings

Shareholders appeared unconcerned with Olaplex Holdings, Inc.'s ( NASDAQ:OLPX ) lackluster earnings report last week...
Analysis Article Aug 10

Optimistic Investors Push Olaplex Holdings, Inc. (NASDAQ:OLPX) Shares Up 26% But Growth Is Lacking

Olaplex Holdings, Inc. ( NASDAQ:OLPX ) shares have had a really impressive month, gaining 26% after a shaky period...
Analysis Article Aug 06

Are Investors Undervaluing Olaplex Holdings, Inc. (NASDAQ:OLPX) By 31%?

Key Insights Olaplex Holdings' estimated fair value is US$2.69 based on 2 Stage Free Cash Flow to Equity Current share...

CEO Compensation Analysis

How has Amanda Baldwin's remuneration changed compared to Olaplex Holdings's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$15m

Dec 31 2025US$7mUS$1m

-US$9m

Sep 30 2025n/an/a

-US$5m

Jun 30 2025n/an/a

-US$1m

Mar 31 2025n/an/a

US$12m

Dec 31 2024US$1mUS$1m

US$20m

Sep 30 2024n/an/a

US$42m

Jun 30 2024n/an/a

US$48m

Mar 31 2024n/an/a

US$48m

Dec 31 2023US$14mUS$58k

US$62m

Compensation vs Market: Amanda's total compensation ($USD6.54M) is about average for companies of similar size in the US market ($USD5.47M).

Compensation vs Earnings: Amanda's compensation has increased whilst the company is unprofitable.


CEO

Amanda Baldwin (46 yo)

2.4yrs
Tenure
US$6,541,537
Compensation

Ms. Amanda G. Baldwin is Chief Executive Officer and Director of Olaplex Holdings, Inc. from December 11, 2023. She served as Chief Executive Officer at Supergoop, LLC. until February 2024.She serves as a...


Leadership Team

NamePositionTenureCompensationOwnership
John Paul Bilbrey
Executive Chair of the Board2.8yrsUS$800.00k0.099%
$ 1.4m
Amanda Baldwin
CEO & Director2.4yrsUS$6.54m0.18%
$ 2.5m
Catherine Dunleavy
COO & CFO1.8yrsUS$2.56m0.048%
$ 659.2k
John Duffy
General Counsel & Secretary4.1yrsUS$1.14m0.025%
$ 344.8k
Trisha Fox
Chief People Officer3yrsUS$1.10m0.029%
$ 399.9k
Kenneth Egan
Interim Chief Accounting Officer1.1yrsno data0.0015%
$ 20.5k
Michael Oriolo
Vice President of Investor Relationsno datano datano data
Lisa Bobroff
Vice President of Global Communications & Consumer Engagementno datano datano data
2.4yrs
Average Tenure
54.5yo
Average Age

Experienced Management: OLPX's management team is considered experienced (2.4 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
John Paul Bilbrey
Executive Chair of the Board2.8yrsUS$800.00k0.099%
$ 1.4m
Amanda Baldwin
CEO & Director2.4yrsUS$6.54m0.18%
$ 2.5m
David Mussafer
Independent Non Employee Director4.8yrsUS$258.23k0.021%
$ 283.7k
Martha A. Morfitt
Independent Non-Employee Director4.8yrsUS$280.00k0.045%
$ 618.2k
Jerome Griffith
Independent Directorless than a yearUS$197.22kno data
Christine Dagousset
Independent Director4.8yrsUS$272.35k0.021%
$ 295.7k
Deirdre Findlay
Independent Non-Employee Director4.8yrsUS$264.12k0.021%
$ 283.7k
Tricia Glynn
Independent Lead Director4.8yrsUS$290.00k0.021%
$ 283.7k
Emily White
Independent Non-Employee Director4.8yrsUS$260.88kno data
Michael White
Independent Non-Employee Director4.8yrsUS$260.00k0.021%
$ 283.7k
Pamela Edwards
Independent Director1.2yrsUS$240.13kno data
4.8yrs
Average Tenure
59yo
Average Age

Experienced Board: OLPX's board of directors are considered experienced (4.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/25 03:33
End of Day Share Price 2026/05/22 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Olaplex Holdings, Inc. is covered by 15 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Lauren LiebermanBarclays
Lauren LiebermanBarclays
Jonathan KeypourBofA Global Research