NYSE:ELF

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Executive Summary

e.l.f. Beauty, Inc., through its subsidiaries, provides cosmetic and skin care products under the e.l.f.


Snowflake Analysis

Adequate balance sheet with questionable track record.


Similar Companies

Share Price & News

How has e.l.f. Beauty's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: ELF's share price has been volatile over the past 3 months.


Market Performance


7 Day Return

12.0%

ELF

1.7%

US Personal Products

2.5%

US Market


1 Year Return

16.1%

ELF

0.8%

US Personal Products

16.3%

US Market

Return vs Industry: ELF exceeded the US Personal Products industry which returned 0.2% over the past year.

Return vs Market: ELF matched the US Market which returned 15.8% over the past year.


Shareholder returns

ELFIndustryMarket
7 Day12.0%1.7%2.5%
30 Day0.7%5.4%5.6%
90 Day48.4%14.1%16.4%
1 Year16.1%16.1%1.9%0.8%18.8%16.3%
3 Year-20.6%-20.6%42.5%35.6%45.1%35.7%
5 Yearn/a40.2%28.3%75.8%56.8%

Price Volatility Vs. Market

How volatile is e.l.f. Beauty's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is e.l.f. Beauty undervalued compared to its fair value and its price relative to the market?

62.04x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: ELF ($20.01) is trading above our estimate of fair value ($17.7)

Significantly Below Fair Value: ELF is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: ELF is poor value based on its PE Ratio (62x) compared to the US Personal Products industry average (17.6x).

PE vs Market: ELF is poor value based on its PE Ratio (62x) compared to the US market (18.8x).


Price to Earnings Growth Ratio

PEG Ratio: ELF is poor value based on its PEG Ratio (3.2x)


Price to Book Ratio

PB vs Industry: ELF is overvalued based on its PB Ratio (4.1x) compared to the US Personal Products industry average (2.5x).


Next Steps

Future Growth

How is e.l.f. Beauty forecast to perform in the next 1 to 3 years based on estimates from 10 analysts?

19.5%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: ELF's forecast earnings growth (19.5% per year) is above the savings rate (2.2%).

Earnings vs Market: ELF's earnings (19.5% per year) are forecast to grow slower than the US market (22.9% per year).

High Growth Earnings: ELF's earnings are forecast to grow, but not significantly.

Revenue vs Market: ELF's revenue (7.1% per year) is forecast to grow slower than the US market (9.4% per year).

High Growth Revenue: ELF's revenue (7.1% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: ELF's Return on Equity is forecast to be low in 3 years time (13.1%).


Next Steps

Past Performance

How has e.l.f. Beauty performed over the past 5 years?

52.4%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: ELF has a large one-off gain of $4.2M impacting its June 30 2020 financial results.

Growing Profit Margin: ELF became profitable in the past.


Past Earnings Growth Analysis

Earnings Trend: ELF has become profitable over the past 5 years, growing earnings by 52.4% per year.

Accelerating Growth: ELF has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.

Earnings vs Industry: ELF has become profitable in the last year, making it difficult to compare its past year earnings growth to the Personal Products industry (17%).


Return on Equity

High ROE: ELF's Return on Equity (6.3%) is considered low.


Next Steps

Financial Health

How is e.l.f. Beauty's financial position?


Financial Position Analysis

Short Term Liabilities: ELF's short term assets ($145.5M) exceed its short term liabilities ($57.2M).

Long Term Liabilities: ELF's short term assets ($145.5M) do not cover its long term liabilities ($156.1M).


Debt to Equity History and Analysis

Debt Level: ELF's debt to equity ratio (53.1%) is considered high.

Reducing Debt: ELF's debt to equity ratio has reduced from 109.3% to 53.1% over the past 5 years.

Debt Coverage: ELF's debt is well covered by operating cash flow (32.8%).

Interest Coverage: ELF's interest payments on its debt are well covered by EBIT (3.6x coverage).


Balance Sheet


Next Steps

Dividend

What is e.l.f. Beauty current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

Notable Dividend: Unable to evaluate ELF's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate ELF's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if ELF's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if ELF's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of ELF's dividend in 3 years as they are not forecast to pay a notable one for the US market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

4.0yrs

Average management tenure


CEO

Tarang Amin (55 yo)

6.58yrs

Tenure

US$1,562,123

Compensation

Mr. Tarang P. Amin has been the Chief Executive Officer of e.l.f. Beauty, Inc. and (formerly, JA Cosmetics Corp.) and e.l.f. Cosmetics, Inc. since January 2014 and its President April 1, 2019. Mr. Amin has ...


CEO Compensation Analysis

Compensation vs Market: Tarang's total compensation ($USD1.56M) is below average for companies of similar size in the US market ($USD3.05M).

Compensation vs Earnings: Tarang's compensation has been consistent with company performance over the past year.


Leadership Team

NamePositionTenureCompensationOwnership
Tarang Amin
Chairman6.58yrsUS$1.56m9.53%
$ 96.7m
Mandy Fields
Senior VP & CFO1.33yrsUS$2.70mno data
Josh Franks
Senior Vice President of Operations0.58yrUS$1.70m0.15%
$ 1.5m
Scott Milsten
Chief People Officer6.58yrsUS$618.81k0.55%
$ 5.6m
Richard Baruch
Chief Commercial Officer & Senior VP6.5yrsUS$622.66k0.36%
$ 3.6m
Willa Mcmanmon
Vice President of Investor Relationsno datano datano data
Melinda Fried
Head of Corporate Communicationsno datano datano data
Kory Marchisotto
Senior VP & Chief Marketing Officer1.5yrsno data0.30%
$ 3.0m

4.0yrs

Average Tenure

47yo

Average Age

Experienced Management: ELF's management team is considered experienced (4 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Tarang Amin
Chairman6.58yrsUS$1.56m9.53%
$ 96.7m
Richard Wolford
Non-Employee Independent Director5.92yrsUS$227.50k0.036%
$ 363.1k
Beth Pritchard
Lead Independent Director1.5yrsUS$245.69k0.021%
$ 217.1k
Sabrina Simmons
Non-Employee Independent Director4.42yrsUS$226.40k0.018%
$ 182.6k
Richelle Parham
Independent Director2.42yrsUS$224.27k0.017%
$ 169.0k
Lauren Levitan
Non-Employee Independent Director4.17yrsUS$219.15k0.035%
$ 359.4k
Lori Keith
Independent Director0.083yrno datano data
Kirk Perry
Non-Employee Independent Director3.92yrsUS$227.33k0.030%
$ 303.7k
Maureen Watson
Non-Employee Independent Director5yrsUS$222.99k0.0084%
$ 85.1k

4.2yrs

Average Tenure

54.5yo

Average Age

Experienced Board: ELF's board of directors are considered experienced (4.2 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: ELF insiders have only sold shares in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

e.l.f. Beauty, Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: e.l.f. Beauty, Inc.
  • Ticker: ELF
  • Exchange: NYSE
  • Founded: 2004
  • Industry: Personal Products
  • Sector: Household
  • Market Cap: US$1.015b
  • Shares outstanding: 50.72m
  • Website: https://www.elfcosmetics.com

Number of Employees


Location

  • e.l.f. Beauty, Inc.
  • 570 10th Street
  • Oakland
  • California
  • 94607
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
ELFNYSE (New York Stock Exchange)YesCommon StockUSUSDSep 2016
0EFDB (Deutsche Boerse AG)YesCommon StockDEEURSep 2016

Biography

e.l.f. Beauty, Inc., through its subsidiaries, provides cosmetic and skin care products under the e.l.f. and W3LL PEOPLE brand names worldwide. The company offers eye, lip, face, and skin care products, as ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/08/08 00:01
End of Day Share Price2020/08/07 00:00
Earnings2020/06/30
Annual Earnings2020/03/31


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 here.