e.l.f. Beauty, Inc., through its subsidiaries, provides cosmetic and skin care products under the e.l.f.
Adequate balance sheet with questionable track record.
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.
7 Day Return
US Personal Products
1 Year Return
US Personal Products
Return vs Industry: ELF exceeded the US Personal Products industry which returned 3.5% over the past year.
Return vs Market: ELF exceeded the US Market which returned 9.9% over the past year.
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
2 weeks ago | Simply Wall StIs e.l.f. Beauty, Inc. (NYSE:ELF) Trading At A 44% Discount?
2 months ago | Simply Wall StIs e.l.f. Beauty, Inc.'s (NYSE:ELF) CEO Being Overpaid?
2 months ago | Simply Wall StDon't Ignore The Fact That This Insider Just Sold Some Shares In e.l.f. Beauty, Inc. (NYSE:ELF)
Is e.l.f. Beauty undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: ELF ($17.14) is trading below our estimate of fair value ($19.63)
Significantly Below Fair Value: ELF is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: ELF is poor value based on its PE Ratio (46.5x) compared to the Personal Products industry average (16.3x).
PE vs Market: ELF is poor value based on its PE Ratio (46.5x) compared to the US market (15.7x).
Price to Earnings Growth Ratio
PEG Ratio: ELF is poor value based on its PEG Ratio (4x)
Price to Book Ratio
PB vs Industry: ELF is overvalued based on its PB Ratio (3.5x) compared to the US Personal Products industry average (3.2x).
How is e.l.f. Beauty forecast to perform in the next 1 to 3 years based on estimates from 10 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: ELF's forecast earnings growth (11.8% per year) is above the savings rate (2.2%).
Earnings vs Market: ELF's earnings (11.8% per year) are forecast to grow slower than the US market (22% per year).
High Growth Earnings: ELF's earnings are forecast to grow, but not significantly.
Revenue vs Market: ELF's revenue (3.6% per year) is forecast to grow slower than the US market (8.8% per year).
High Growth Revenue: ELF's revenue (3.6% 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 (15.6%).
How has e.l.f. Beauty performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: ELF has a large one-off gain of $6.0M impacting its March 31 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 48.5% 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 (18.7%).
Return on Equity
High ROE: ELF's Return on Equity (7.4%) is considered low.
How is e.l.f. Beauty's financial position?
Financial Position Analysis
Short Term Liabilities: ELF's short term assets ($132.4M) exceed its short term liabilities ($51.1M).
Long Term Liabilities: ELF's short term assets ($132.4M) do not cover its long term liabilities ($159.8M).
Debt to Equity History and Analysis
Debt Level: ELF's debt to equity ratio (55.7%) is considered high.
Reducing Debt: ELF's debt to equity ratio has reduced from 111% to 55.7% over the past 5 years.
Debt Coverage: ELF's debt is well covered by operating cash flow (32.8%).
Interest Coverage: ELF's interest payments on its debt are well covered by EBIT (3.8x coverage).
What is e.l.f. Beauty's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate ELF's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate ELF's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if ELF's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if ELF's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of ELF's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Tarang Amin (54yo)
Mr. Tarang P. Amin has been the Chief Executive Officer of e.l.f. Beauty, Inc. and (formerly, JA Cosmetics Corp.) and e.l.f. Cosmetics, Inc. since January 2014 and its President April 1, 2019. Mr. Amin has ...
CEO Compensation Analysis
Compensation vs Market: Tarang's total compensation ($USD7.49M) is above average for companies of similar size in the US market ($USD3.20M).
Compensation vs Earnings: Tarang's compensation has been consistent with company performance over the past year.
|Chief People Officer||6.42yrs||US$2.33m||0.50% $4.3m|
|Senior VP & CFO||1.17yrs||no data||no data|
|Senior Vice President of Operations||0.33yr||no data||0.13% $1.1m|
|Vice President of IR and Corporate Communication||no data||no data||no data|
|Senior VP & Chief Marketing Officer||1.33yrs||no data||0.19% $1.6m|
|Chief Commercial Officer & Senior VP||6.33yrs||no data||0.24% $2.0m|
Experienced Management: ELF's management team is considered experienced (3.8 years average tenure).
|Non-Employee Independent Director||5.75yrs||US$197.49k||0.036% $309.4k|
|Lead Independent Director||1.33yrs||US$185.00k||0.022% $185.0k|
|Non-Employee Independent Director||4.25yrs||US$200.00k||0.018% $155.6k|
|Independent Director||2.25yrs||US$175.00k||0.017% $144.0k|
|Non-Employee Independent Director||4yrs||US$195.50k||0.036% $306.2k|
|Non-Employee Independent Director||3.75yrs||US$202.66k||0.030% $258.7k|
|Non-Employee Independent Director||4.83yrs||US$190.98k||0.0084% $72.4k|
Experienced Board: ELF's board of directors are considered experienced (4.1 years average tenure).
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
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
e.l.f. Beauty, Inc.'s company bio, employee growth, exchange listings and data sources
- Name: e.l.f. Beauty, Inc.
- Ticker: ELF
- Exchange: NYSE
- Founded: 2004
- Industry: Personal Products
- Sector: Household
- Market Cap: US$857.061m
- Shares outstanding: 50.00m
- Website: https://www.elfcosmetics.com
Number of Employees
- e.l.f. Beauty, Inc.
- 570 10th Street
- United States
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|ELF||NYSE (New York Stock Exchange)||Yes||Common Stock||US||USD||Sep 2016|
|0EF||DB (Deutsche Boerse AG)||Yes||Common Stock||DE||EUR||Sep 2016|
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 well as kits and tools. It sells its products through national and international retailers and direct-to-consumer channels, which include e-commerce platforms in the United States; and internationally primarily through distributors. The company was formerly known as J.A. Cosmetics Holdings, Inc. and changed its name to e.l.f. Beauty, Inc. in April 2016. e.l.f. Beauty, Inc. was founded in 2004 and is based in Oakland, California.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/06/01 05:30|
|End of Day Share Price||2020/05/29 00:00|