e.l.f. Beauty
e.l.f. Beauty, Inc., a beauty company, provides cosmetic and skin care products under the e.l.f. The last earnings update was 39 days ago. More info.
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- e.l.f. Beauty has significant price volatility in the past 3 months.
ELF Share Price and Events
7 Day Returns
1 Year Returns
ELF Shareholder Return
| 7 Day | 30 Day | 90 Day | 1 Year | 3 Year | 5 Year | |
|---|---|---|---|---|---|---|
| e.l.f. Beauty (ELF) | -0.7% | 2.3% | 32.8% | -37.5% | - | - |
| US Personal Products | 0.1% | 2.9% | 4.3% | 0.8% | 30.1% | 44.3% |
| US Market | 0.5% | -0.1% | 1% | 0.8% | 37.5% | 37.5% |
1 Year Return vs Industry and Market
- ELF underperformed the Personal Products industry which returned 0.8% over the past year.
- ELF underperformed the Market in United States of America which returned 0.8% over the past year.
Value
Is e.l.f. Beauty undervalued based on future cash flows and its price relative to the stock market?
Value is all about what a company is worth versus what price it is
available for. If you went into a grocery store and all the bananas were on sale
at half price, they could be considered
undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
Here we compare the current
share
price of
e.l.f. Beauty
to its discounted cash flow analysis.value.The discounted cash flow value is simply looking at what the company is worth today, based on estimates of how much money it is expected to make in the future.
Below are the data sources, inputs and calculation used to determine the intrinsic value for e.l.f. Beauty.
| Data Point | Source | Value |
|---|---|---|
| Valuation Model | 2 Stage Free Cash Flow to Equity | |
| Levered Free Cash Flow | Average of 11 Analyst Estimates (S&P Global) | See below |
| Discount Rate (Cost of Equity) | See below | 8.1% |
| Perpetual Growth Rate | 10-Year US Government Bond Rate | 2.7% |
An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.
| Data Point | Calculation/ Source | Result |
|---|---|---|
| Risk-Free Rate | 10-Year US Govt Bond Rate | 2.7% |
| Equity Risk Premium | S&P Global | 6% |
| Personal Products Unlevered Beta | Simply Wall St/ S&P Global | 0.69 |
| Re-levered Beta | = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 0.692 (1 + (1- 21%) (27.62%)) |
0.895 |
| Levered Beta | Levered Beta limited to 0.8 to 2.0 (practical range for a stable firm) |
0.9 |
| Discount Rate/ Cost of Equity |
= Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 2.73% + (0.895 * 5.96%) |
8.07% |
Discounted Cash Flow Calculation for NYSE:ELF using 2 Stage Free Cash Flow to Equity Model
The calculations below outline how an intrinsic value for e.l.f. Beauty is arrived at by discounting future cash flows to their present value using the 2 stage method. We try to start with analysts estimates of free cash flow, however if these are not available we use the most recent financial results. In the 1st stage we continue to grow the free cash flow over a 10 year period, with the growth rate trending towards the perpetual growth rate used in the 2nd stage. The 2nd stage assumes the company grows at a stable rate into perpetuity.
| Levered FCF (USD, Millions) | Source |
Present Value Discounted (@ 8.07%) |
|
|---|---|---|---|
| 2019 | 31.50 | Analyst x2 | 29.15 |
| 2020 | 20.74 | Analyst x2 | 17.76 |
| 2021 | 29.66 | Analyst x2 | 23.50 |
| 2022 | 29.57 | Est @ -0.28% | 21.68 |
| 2023 | 29.75 | Est @ 0.62% | 20.19 |
| 2024 | 30.13 | Est @ 1.25% | 18.92 |
| 2025 | 30.64 | Est @ 1.7% | 17.80 |
| 2026 | 31.25 | Est @ 2.01% | 16.80 |
| 2027 | 31.95 | Est @ 2.22% | 15.90 |
| 2028 | 32.71 | Est @ 2.38% | 15.06 |
| Present value of next 10 years cash flows | $196.75 | ||
| Calculation | Result | |
|---|---|---|
| Terminal Value |
= FCF2028
× (1 + g) ÷ (Discount Rate – g)
= $32.71 × (1 + 2.73%) ÷ (8.07% – 2.73%) |
$629.80 |
| Present Value of Terminal Value |
= Terminal Value ÷ (1 + r)10
= $629.80 ÷ (1 + 8.07%)10 |
$289.96 |
| Calculation | Result | |
|---|---|---|
| Total Equity Value |
= Present value of next 10 years cash flows +
Terminal Value
= $196.75 + $289.96 |
$486.72 |
| Equity Value per Share (USD) |
= Total value / Shares Outstanding
= $486.72 / 49.79 |
$9.78 |
| Calculation | Result | |
|---|---|---|
| Value per share (USD) | From above. | $9.78 |
| Current discount | Discount to share price of
$12.24
= -1 x ($12.24 - $9.78) / $9.78 |
-25.2% |
Learn more about our DCF calculations in Simply Wall St’s analysis model .
- The current share price of e.l.f. Beauty is above its future cash flow value.
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for
it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing
when they are out of season, or how much your home is worth.The amount the stock market is willing to pay for e.l.f. Beauty's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are
e.l.f. Beauty's earnings available for a low price, and how does
this compare to other companies in the same industry?
| Data Point | Source | Value |
|---|---|---|
| Earnings Per Share * | Company Filings (2019-03-31) in USD | $-0.07 |
| NYSE:ELF Share Price ** | NYSE (2019-06-14) in USD | $12.24 |
| United States of America Personal Products Industry PE Ratio | Median Figure of 20 Publicly-Listed Personal Products Companies | 22.16x |
| United States of America Market PE Ratio | Median Figure of 3,094 Publicly-Listed Companies | 17.69x |
* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.
** Primary Listing of e.l.f. Beauty.
| Calculation | Outcome | |
|---|---|---|
| PE Ratio | = NYSE:ELF Share Price ÷ EPS (both in USD) = 12.24 ÷ -0.07 |
-187.74x |
Learn more about our ratios and growth rates in Simply Wall St’s analysis model >
- e.l.f. Beauty is loss making, we can't compare its value to the US Personal Products industry average.
- e.l.f. Beauty is loss making, we can't compare the value of its earnings to the United States of America market.
Price based on expected Growth
Does
e.l.f. Beauty's expected growth come at a high price?
| Data Point | Source | Value |
|---|---|---|
| PE Ratio | See PE Ratio Section | -187.74x |
| Net Income Annual Growth Rate | See Future Growth Section. Line of Best Fit* through Consensus Estimate Earnings of 11 Analysts |
103.5%per year |
| United States of America Personal Products Industry PEG Ratio | Median Figure of 6 Publicly-Listed Personal Products Companies | 1.42x |
| United States of America Market PEG Ratio | Median Figure of 2,125 Publicly-Listed Companies | 1.52x |
*Line of best fit is calculated by linear regression .
Learn more about our ratios and growth rates in Simply Wall St’s analysis model >
- Unable to calculate PEG ratio for e.l.f. Beauty, we can't assess if its growth is good value.
Price based on value of assets
What value do investors place on
e.l.f. Beauty's
assets?
| Data Point | Source | Value |
|---|---|---|
| Book Value per Share | Company Filings (2019-03-31) in USD | $4.34 |
| NYSE:ELF Share Price * | NYSE (2019-06-14) in USD | $12.24 |
| United States of America Personal Products Industry PB Ratio | Median Figure of 46 Publicly-Listed Personal Products Companies | 4.04x |
| United States of America Market PB Ratio | Median Figure of 5,244 Publicly-Listed Companies | 1.79x |
| Calculation | Outcome | |
|---|---|---|
| PB Ratio | = NYSE:ELF Share Price ÷ Book Value per Share (both in USD) = 12.24 ÷ 4.34 |
2.82x |
* Primary Listing of e.l.f. Beauty.
Learn more about our ratios and growth rates in Simply Wall St’s analysis model >
- e.l.f. Beauty is good value based on assets compared to the US Personal Products industry average.
Value checks
We assess e.l.f. Beauty's value by looking at:- Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
- Is the PE ratio less than the market average, and/ or less than the Personal Products industry average (and greater than 0)? (2 checks)
- Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
- Is the PB ratio less than the Personal Products industry average (and greater than 0)? (1 check) e.l.f. Beauty has a total score of 1/6, see the detailed checks below.
Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.
Full details on the Value part of the Simply Wall St company analysis model.
Future Performance
The future performance of a company is measured in the same way as past
performance, by looking at estimated
growth
and how much profit it is expected to make.Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Earnings growth vs Low Risk Savings
- e.l.f. Beauty's earnings growth is expected to exceed the low risk savings rate of 2.7%.
Growth vs Market Checks
- e.l.f. Beauty's earnings growth is expected to exceed the United States of America market average.
- e.l.f. Beauty's revenue growth is positive but not above the United States of America market average.
Annual Growth Rates Comparison
| Data Point | Source | Value (per year) |
|---|---|---|
| NYSE:ELF Future Earnings Growth Rate | Line of Best Fit* through Consensus Estimate Earnings of 11 Analysts | 103.5% |
| NYSE:ELF Future Revenue Growth Rate | Line of Best Fit* through Consensus Estimate Revenue of 11 Analysts | 0.1% |
| United States of America Personal Products Industry Earnings Growth Rate | Market Cap Weighted Average | 23.7% |
| United States of America Personal Products Industry Revenue Growth Rate | Market Cap Weighted Average | 6.3% |
| United States of America Market Earnings Growth Rate | Market Cap Weighted Average | 13.9% |
| United States of America Market Revenue Growth Rate | Market Cap Weighted Average | 7.3% |
*Line of best fit is calculated by linear regression .
Industry and Market average data is calculated daily.
Learn more about our growth rate calculations in Simply Wall St’s analysis model.
Analysts growth expectations
| Data Point | Source | Value |
|---|---|---|
| Past Financials | Company Filings (2 months ago) | See Below |
| Future Estimates | Average of up to 11 Analyst Estimates (S&P Global) | See Below |
| Date (Data in USD Millions) | Revenue | Cash Flow | Net Income * | Avg. No. Analysts |
|---|---|---|---|---|
| 2024-03-31 | 271 | 1 | ||
| 2023-03-31 | 266 | 1 | ||
| 2022-03-31 | 263 | 3 | ||
| 2021-03-31 | 253 | 42 | 13 | 11 |
| 2020-12-31 | 53 | |||
| 2020-03-31 | 245 | 39 | 7 | 11 |
| 2019-12-31 | 51 |
| Date (Data in USD Millions) | Revenue | Cash Flow | Net Income * |
|---|---|---|---|
| 2019-03-31 | 268 | 59 | -3 |
| 2018-12-31 | 267 | 56 | 16 |
| 2018-09-30 | 270 | 54 | 27 |
| 2018-06-30 | 278 | 47 | 29 |
| 2018-03-31 | 275 | 39 | 32 |
| 2017-12-31 | 270 | 12 | 33 |
| 2017-09-30 | 265 | -7 | 19 |
| 2017-06-30 | 249 | -24 | -361 |
| 2017-03-31 | 237 | -31 | -461 |
| 2016-12-31 | 230 | 2 | -498 |
| 2016-09-30 | 219 | 24 | -544 |
| 2016-06-30 | 213 | 27 | -175 |
*GAAP earnings excluding extraordinary items.
Past and Future Earnings per Share
| Data Point | Source | Value |
|---|---|---|
| Past Financials | Company Filings (2 months ago) | See Below |
| Future Estimates | Average of up to 11 Analyst Estimates (S&P Global) | See Below |
All data from e.l.f. Beauty Company Filings, last reported 2 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.
| Date (Data in USD Millions) | EPS * | EPS High Estimate | EPS Low Estimate | Avg. No. Analysts |
|---|---|---|---|---|
| 2024-03-31 | ||||
| 2023-03-31 | ||||
| 2022-03-31 | 0.08 | 0.08 | 0.08 | 1.00 |
| 2021-03-31 | 0.24 | 0.41 | 0.08 | 5.00 |
| 2020-12-31 | ||||
| 2020-03-31 | 0.17 | 0.36 | 0.07 | 5.00 |
| 2019-12-31 |
| Date (Data in USD Millions) | EPS * |
|---|---|
| 2019-03-31 | -0.07 |
| 2018-12-31 | 0.33 |
| 2018-09-30 | 0.59 |
| 2018-06-30 | 0.63 |
| 2018-03-31 | 0.70 |
| 2017-12-31 | 0.74 |
| 2017-09-30 | 0.41 |
| 2017-06-30 | -10.41 |
| 2017-03-31 | -19.62 |
| 2016-12-31 | -39.47 |
| 2016-09-30 | -335.17 |
| 2016-06-30 | -510.98 |
*GAAP earnings excluding extraordinary items.
Future performance checks
We assess e.l.f. Beauty's future performance by looking at:- Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
- Is the annual earnings growth rate expected to beat the average growth rate in earnings of the United States of America market? (1 check)
- Is the annual revenue growth rate expected to beat the average growth rate in revenue of the United States of America market? (1 check)
- Is the annual earnings growth rate expected to be above 20%? (1 check)
- Is the annual revenue growth rate expected to be above 20%? (1 check)
- Is the Return on Equity in 3 years expected to be over 20%? (1 check)
e.l.f. Beauty has a total score of 3/6, see the detailed checks below.
Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.
Full details on the Future part of the Simply Wall St company analysis model.
Past Performance
How has e.l.f. Beauty performed over the past 5 years?
The past performance of a company can be measured by how much
growth
it has experienced and how much profit it makes relative to the funds and assets
it has available.
Past earnings growth
Past Earnings growth analysis
- e.l.f. Beauty does not make a profit even though their year on year earnings growth rate was positive over the past 5 years.
- Unable to compare e.l.f. Beauty's 1-year earnings growth to the 5-year average as it is not currently profitable.
- Unable to compare e.l.f. Beauty's 1-year growth to the US Personal Products industry average as it is not currently profitable.
Earnings and Revenue History
All data from e.l.f. Beauty Company Filings, last reported 2 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.
| Date (Data in USD Millions) | Revenue | Net Income * | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 2019-03-31 | 267.66 | -3.08 | 137.67 | |
| 2018-12-31 | 267.44 | 15.53 | 136.58 | |
| 2018-09-30 | 270.46 | 27.33 | 135.28 | |
| 2018-06-30 | 278.43 | 29.28 | 135.76 | |
| 2018-03-31 | 275.23 | 32.01 | 134.68 | |
| 2017-12-31 | 269.89 | 33.48 | 131.45 | |
| 2017-09-30 | 264.73 | 18.60 | 129.19 | |
| 2017-06-30 | 249.18 | -360.87 | 127.06 | |
| 2017-03-31 | 237.47 | -461.23 | 119.05 | |
| 2016-12-31 | 229.57 | -497.54 | 109.16 | |
| 2016-09-30 | 218.57 | -543.84 | 102.90 | |
| 2016-06-30 | 213.04 | -174.94 | 91.39 | |
| 2016-03-31 | 205.15 | -80.17 | 83.68 | |
| 2015-12-31 | 191.41 | -47.61 | 74.76 | |
| 2014-12-31 | 144.94 | -19.57 | 56.35 |
*GAAP earnings excluding extraordinary items.
Performance last year
We want to ensure a company is making the most of what it has available. This is
done by comparing the return (profit) to a company's available
funds,
assets
and
capital.
- It is difficult to establish if e.l.f. Beauty has efficiently used shareholders’ funds last year (Return on Equity greater than 20%) as it is loss-making.
- e.l.f. Beauty used its assets less efficiently than the US Personal Products industry average last year based on Return on Assets.
- It is difficult to establish if e.l.f. Beauty improved its use of capital last year versus 3 years ago (Return on Capital Employed) as it is currently loss-making.
Past performance checks
We assess e.l.f. Beauty's performance over the past 5 years by checking for:- Has earnings increased in past 5 years? (1 check)
- Has the earnings growth in the last year exceeded that of the Personal Products industry? (1 check)
- Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
- Is the Return on Equity (ROE) higher than 20%? (1 check)
- Is the Return on Assets (ROA) above industry average? (1 check)
- Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
e.l.f. Beauty has a total score of 0/6, see the detailed checks below.
Note: We use GAAP Net Income excluding extraordinary items in all our calculations.
Full details on the Past part of the Simply Wall St company analysis model.
Health
How is e.l.f. Beauty's financial health and their level of debt?
A company's financial position is much like your own financial position,
it includes everything you own
(assets)
and owe
(liabilities).The boxes below represent the relative size of what makes up e.l.f. Beauty's finances.
The net worth of a company is the difference between its assets and liabilities.
- e.l.f. Beauty is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
- e.l.f. Beauty's long term commitments exceed its cash and other short term assets.
Balance sheet
Assets
Liabilities and shares
- Low level of unsold assets.
- Debt is not covered by short term assets, assets are 0.9x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t
bad,
however if the debt is too high, or the company can’t afford to pay the interest
on its debts this may have impacts in the future.The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.
If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
All data from e.l.f. Beauty Company Filings, last reported 2 months ago.
| Date (Data in USD Millions) | Total Equity | Total Debt | Cash & Short Term Investments |
|---|---|---|---|
| 2019-03-31 | 215.22 | 168.35 | 53.87 |
| 2018-12-31 | 229.33 | 150.38 | 51.21 |
| 2018-09-30 | 213.62 | 150.38 | 33.65 |
| 2018-06-30 | 204.51 | 152.37 | 17.45 |
| 2018-03-31 | 198.35 | 154.36 | 10.47 |
| 2017-12-31 | 193.86 | 156.35 | 10.06 |
| 2017-09-30 | 167.96 | 167.83 | 5.68 |
| 2017-06-30 | 158.15 | 174.97 | 3.35 |
| 2017-03-31 | 149.65 | 177.84 | 5.38 |
| 2016-12-31 | 140.86 | 164.83 | 15.30 |
| 2016-09-30 | 132.75 | 161.45 | 21.08 |
| 2016-06-30 | 63.60 | 203.66 | 3.76 |
| 2016-03-31 | 133.26 | 139.90 | 14.81 |
| 2015-12-31 | 136.90 | 144.92 | 14.00 |
| 2014-12-31 | 131.52 | 148.42 | 4.67 |
- e.l.f. Beauty's level of debt (68.9%) compared to net worth is high (greater than 40%).
- Unable to establish if e.l.f. Beauty's debt level has increased without past 5-year debt data.
CASH RUNWAY ANALYSIS
For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.
- Whilst loss making e.l.f. Beauty has sufficient cash runway for more than 3 years if it maintains the current positive free cash flow level.
- Whilst loss making e.l.f. Beauty has sufficient cash runway for more than 3 years, even with free cash flow being positive and shrinking by % per year.
Financial health checks
We assess e.l.f. Beauty's financial health by checking for:- Are short term assets greater than short term liabilities? (1 check)
- Are short term assets greater than long term liabilities? (1 check)
- Has the debt to equity ratio increased in the past 5 years? (1 check)
- Is the debt to equity ratio over 40%? (1 check)
- Is the debt covered by operating cash flow? (1 check)
- Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check) e.l.f. Beauty has a total score of 3/6, see the detailed checks below.
- Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
- Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
Full details on the Health part of the Simply Wall St company analysis model.
Dividends
What is e.l.f. Beauty's current dividend yield, its reliability and sustainability?
Dividends are regular cash payments to you from the company, similar to a
bank paying you interest on a savings account.
Annual Dividend Income
If you bought
$2,000 of
e.l.f. Beauty
shares you are expected to receive
$0
in your first year as a dividend.
Dividend Amount
- Unable to evaluate e.l.f. Beauty's dividend yield against the bottom 25% of dividend payers as the company has not reported any payouts.
- Unable to evaluate e.l.f. Beauty's dividend against the top 25% market benchmark as the company has not reported any payouts.
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not
wildly increasing/decreasing each year. This graph shows you the historical rate
to count toward your assessment of the stock.We also check to see if the dividend has increased in the past 10 years.
| Data Point | Source | Value |
|---|---|---|
| Past Annualized Dividend Yield | S&P Global Market Data | See Below |
| Past Dividends per Share | Company Filings/ Annualized Dividend Payments | See Below |
| Future Dividends per Share Estimates | Average of up to 11 Analyst Estimates (S&P Global) | See Below |
| United States of America Personal Products Industry Average Dividend Yield | Market Cap Weighted Average of 8 Stocks | 1.5% |
| United States of America Market Average Dividend Yield | Market Cap Weighted Average of 2011 Stocks | 2.5% |
| United States of America Minimum Threshold Dividend Yield | 10th Percentile | 0.8% |
| United States of America Bottom 25% Dividend Yield | 25th Percentile | 1.5% |
| United States of America Top 25% Dividend Yield | 75th Percentile | 3.7% |
Industry and Market average data is calculated daily.
Note all dividend per share amounts are annualized and not quarterly or other period.
| Date (Data in $) | Dividend per Share (annual) | Avg. No. Analysts |
|---|---|---|
| 2024-03-31 | ||
| 2023-03-31 | ||
| 2022-03-31 | 0.00 | 2.00 |
| 2021-03-31 | 0.00 | 2.00 |
| 2020-12-31 | ||
| 2020-03-31 | 0.00 | 2.00 |
| 2019-12-31 |
Learn more about our ratios and growth rates in Simply Wall St’s analysis model >
- Unable to perform a dividend volatility check as e.l.f. Beauty has not reported any payouts.
- Unable to verify if e.l.f. Beauty's dividend has been increasing as the company has not reported any payouts.
Income/ dividend checks
We assess e.l.f. Beauty's dividend by checking for:- Firstly is the company paying a notable dividend (greater than 0.8%) - if not then the rest of the checks are ignored.
- Is current dividend yield above the bottom 25% of dividend payers? (1 check)
- Is current dividend yield above the top 25% of dividend payers? (1 check)
- Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
- If they have paid a dividend for 10 years has it increased in this time? (1 check)
- How sustainable is the dividend, can e.l.f. Beauty afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks) e.l.f. Beauty has a total score of 0/6, see the detailed checks below.
Full details on the Dividends part of the Simply Wall St company analysis model.
Management
CEO
| COMPENSATION | $7,492,021 |
| AGE | 53 |
| TENURE AS CEO | 5.4 years |
CEO Bio
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 been the Chief Executive Officer and President of Schiff Nutrition International Inc. since March 7, 2011. Mr. Amin served as Vice President and General Manager of Charcoal and Food of Clorox Co., since August 2008 and was responsible for the leadership of its domestic Kingsford®, Hidden Valley®, KC Masterpiece®, and Kitchen Bouquet® businesses. Mr. Amin served as its President of e.l.f. Beauty, Inc. since February 2014. Mr. Amin served as Vice President of Global Health and Wellness of Clorox Co., since September 2006. He was responsible for leading the development of a global strategy to support and extend the Clorox's health-and-wellness platform. He served as Vice President of Health and Home Care of Clorox corporation. He joined Clorox in 2003 as Vice President of Marketing and Home Care and served as its Vice President of Marketing and Laundry since 2004. He has 20 years of consumer products experience to Schiff. Throughout his career, he has demonstrated a track record of driving profitable growth. Mr. Amin has led the Clorox's business-building efforts on health & wellness in Laundry & Home Care, including establishing a partnership agreement with the American Red Cross in 2006. He worked for 12 years at Procter & Gamble, where he held Marketing Director positions for the Pantene and Bounty brands. He has a demonstrated track record of creating value and driving growth in his leadership roles at world-class consumer product companies, including Clorox and Procter & Gamble. Mr. Amin has been Chairman of e.l.f. Beauty, Inc. and e.l.f. Cosmetics, Inc. since August 2015. Mr. Amin has been a Director of JA Cosmetics Corp. since January 2014. He served as a Director of Schiff Nutrition International Inc. from March 7, 2011 to 2012. He serves on the Board of Directors of the Alameda County Community Food Bank, the Bay Area American Red Cross, Students in Free Enterprise and the Piedmont Council Boy Scouts in Piedmont, Calif. Mr. Amin holds Bachelor of Arts in International Policy and a Master's degrees in Business Administration from Duke University.
CEO Compensation
- Tarang's compensation has been consistent with company performance over the past year, both up more than 20%.
- Tarang's remuneration is higher than average for companies of similar size in United States of America.
Management Team Tenure
Average tenure and age of the e.l.f. Beauty management team in years:
- The tenure for the e.l.f. Beauty management team is about average.
Management Team
Tarang Amin
Chairman
$7M
53
5.4 yrs
Scott Milsten
Chief People Officer
$2M
48
5.4 yrs
Mandy Fields
Senior VP & CFO
37
0.2 yrs
Jon Fieldman
Senior Vice President of Operations
48
2.9 yrs
Kory Marchisotto
Senior VP & Chief Marketing Officer
41
0.3 yrs
Rich Baruch
Chief Commercial Officer & Senior VP
50
5.3 yrs
Board of Directors Tenure
Average tenure and age of the e.l.f. Beauty board of directors in years:
- The tenure for the e.l.f. Beauty board of directors is about average.
Board of Directors
Sabrina Simmons
Non-Employee Independent Director
$200K
55
3.3 yrs
Tarang Amin
Chairman
$7M
53
3.8 yrs
Beth Pritchard
Lead Independent Director
$185K
71
0.3 yrs
Stephen Ellis
Director
56
0.3 yrs
Lauren Levitan
Non-Employee Independent Director
$196K
52
3 yrs
Maureen Watson
Non-Employee Independent Director
$191K
50
3.8 yrs
Richard Wolford
Non-Employee Independent Director
$197K
73
4.8 yrs
Kirk Perry
Non-Employee Independent Director
$203K
51
2.8 yrs
Richelle Parham
Director
$175K
50
1.3 yrs
Who owns this company?
Recent Insider Transactions
| Announced | Type | Name | Entity | Role | Start | End | Shares | Max Price ($) | Value ($) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 11. Jun 19 | Sell | Maureen Watson | Individual | 07. Jun 19 | 07. Jun 19 | -5,000 | $11.98 | $-59,900 | ||
| 30. May 19 | Sell | TPG Capital, L.P. | Company | 28. May 19 | 28. May 19 | -3,000,000 | $10.75 | $-32,250,000 | ||
| 23. May 19 | Sell | Sabrina Simmons | Individual | 22. May 19 | 22. May 19 | -5,200 | $12.01 | $-62,452 | ||
| 17. May 19 | Buy | Marathon Partners Equity Management, LLC | Company | 09. May 19 | 09. May 19 | 25,000 | $10.91 | $272,630 | ||
| 17. Apr 19 | Buy | Marathon Partners Equity Management, LLC | Company | 27. Feb 19 | 28. Feb 19 | 215,000 | $7.81 | $1,622,267 | ||
| 06. Mar 19 | Sell | Scott Milsten | Individual | 05. Mar 19 | 05. Mar 19 | -7,060 | $7.92 | $-55,915 | ||
| 06. Mar 19 | Sell | Jonathan Fieldman | Individual | 05. Mar 19 | 05. Mar 19 | -3,369 | $7.92 | $-26,682 | ||
| 06. Mar 19 | Sell | John Bailey | Individual | 05. Mar 19 | 05. Mar 19 | -19,086 | $7.92 | $-151,161 | ||
| 06. Mar 19 | Sell | Richard Baruch | Individual | 05. Mar 19 | 05. Mar 19 | -3,142 | $7.92 | $-24,885 | ||
| 22. Feb 19 | Sell | Scott Milsten | Individual | 19. Feb 19 | 19. Feb 19 | -5,887 | $9.35 | $-55,043 | ||
| 22. Feb 19 | Sell | Richard Baruch | Individual | 24. Sep 18 | 19. Feb 19 | -7,161 | $13.49 | $-76,548 | ||
| 22. Feb 19 | Sell | Jonathan Fieldman | Individual | 19. Feb 19 | 19. Feb 19 | -2,274 | $9.35 | $-21,262 | ||
| 28. Jan 19 | Buy | Marathon Partners Equity Management, LLC | Company | 30. Nov 18 | 30. Nov 18 | 17,500 | $12.74 | $222,950 | ||
| 26. Sep 18 | Sell | Jonathan Fieldman | Individual | 24. Sep 18 | 24. Sep 18 | -2,317 | $13.49 | $-31,256 | ||
| 26. Sep 18 | Sell | Scott Milsten | Individual | 24. Sep 18 | 24. Sep 18 | -2,896 | $13.49 | $-39,067 | ||
| 23. Aug 18 | Buy | Marathon Partners Equity Management, LLC | Company | 27. Jun 18 | 20. Aug 18 | 865,000 | $16.46 | $12,310,384 | ||
| 15. Aug 18 | Buy | Tarang Amin | Individual | 13. Aug 18 | 14. Aug 18 | 65,600 | $11.18 | $705,740 | ||
Management checks
We assess e.l.f. Beauty's management by checking for:- Is the CEO's compensation unreasonable compared to market cap? (1 check)
- Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
- Is the average tenure of the management team less than 2 years? (1 check)
- Is the average tenure of the board of directors team less than 3 years? (1 check) e.l.f. Beauty has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.
Note: We use the top 6 management executives and board members in our calculations.
Note 2: Insider trading include any internal stakeholders and these transactions .
Full details on the Management part of the Simply Wall St company analysis model.
News
Simply Wall St News
You Might Like e.l.f. Beauty, Inc. (NYSE:ELF) But Do You Like Its Debt?
Additionally, ELF has produced US$59m in operating cash flow in the last twelve months, leading to an operating cash to total debt ratio of 35%, meaning that ELF’s operating cash is sufficient to cover its debt. … With current liabilities at US$45m, the company has maintained a safe level of current assets to meet its obligations, with the current ratio last standing at 3.04x. … Next Steps: Although ELF’s debt level is towards the higher end of the spectrum, its cash flow coverage seems adequate to meet obligations which means its debt is being efficiently utilised.
Simply Wall St - – Full articleWhen Should You Buy e.l.f. Beauty, Inc. (NYSE:ELF)?
NYSE:ELF Past and Future Earnings, May 23rd 2019 Future outlook is an important aspect when you’re looking at buying a stock, especially if you are an investor looking for growth in your portfolio. … Currently, ELF appears to be trading around its fair value, but given the uncertainty from negative returns in the future, this could be the right time to de-risk your portfolio. … The price seems to be trading at fair value, which means there’s less benefit from mispricing.
Simply Wall St - – Full articleHow Do e.l.f. Beauty, Inc.’s (NYSE:ELF) Returns On Capital Compare To Peers?
To be precise, we'll consider its Return On Capital Employed (ROCE), as that will inform our view of the quality of the business. … Understanding Return On Capital Employed (ROCE). … ROCE measures the 'return' (pre-tax profit) a company generates from capital employed in its business.
Simply Wall St - – Full articleDoes e.l.f. Beauty, Inc.'s (NYSE:ELF) Stock Price Account For Its Growth?
(NYSE:ELF) closed yesterday at $12.96, which left some investors asking whether the high earnings potential can still be justified at this price. … Where's the growth. … One reason why investors are attracted to ELF is the high growth potential in the near future
Simply Wall St - – Full articleSome e.l.f. Beauty (NYSE:ELF) Shareholders Are Down 39%
To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. … One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS). … So the market may not be too worried about the EPS figure, at the moment -- or it may have expected earnings to drop faster.
Simply Wall St - – Full articleWhat Are Analysts Saying About The Future Of e.l.f. Beauty, Inc.'s (NYSE:ELF)?
The most recent earnings announcement e.l.f. … Beauty, Inc.'s (NYSE:ELF) released in December 2018a
Simply Wall St - – Full articleAre Insiders Buying e.l.f. Beauty, Inc. (NYSE:ELF) Stock?
So we'll take a look at whether insiders have been buying or selling shares in e.l.f. … In the last twelve months, the biggest single purchase by an insider was when Chairman & CEO Tarang Amin bought US$706k worth of shares at a price of US$11.18 per share. … That means that even when the share price was higher, an insider wanted to purchase shares.
Simply Wall St - – Full articleHow e.l.f. Beauty, Inc. (NYSE:ELF) Can Impact Your Portfolio Volatility
(NYSE:ELF), then you might want to consider its beta (a measure of share price volatility) in order to understand how the stock could impact your portfolio. … Beta is a widely used metric to measure a stock's exposure to market risk (volatility). … A stock with a beta below one is either less volatile than the market, or more volatile but not corellated with the overall market.
Simply Wall St - – Full articlee.l.f. Beauty, Inc. (NYSE:ELF): Time For A Financial Health Check
(NYSE:ELF) is a small-cap stock with a market capitalization of US$461m. … While investors primarily focus on the growth potential and competitive landscape of the small-cap companies, they end up ignoring a key aspect, which could be the biggest threat to its existence: its financial health. … Assessing first and foremost the financial health is
Simply Wall St - – Full articleA Closer Look At e.l.f. Beauty, Inc.'s (NYSE:ELF) Uninspiring ROE
While some investors are already well versed in financial metrics (hat tip), this article is for those who would like to learn about Return On Equity (ROE) and why it is important. … Beauty has a return on equity of 13% for the last year. … One way to conceptualize this, is that for each $1 of shareholders' equity it has, the company made $0.13 in profit.
Simply Wall St - – Full articleCompany Info
Description
e.l.f. Beauty, Inc., a beauty company, provides cosmetic and skin care products under the e.l.f. brand name 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 and e.l.f. stores 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.
Details
| Name: | e.l.f. Beauty, Inc. |
| ELF | |
| Exchange: | NYSE |
| Founded: | 2004 |
| $609,431,803 | |
| 49,790,180 | |
| Website: | http://www.elfcosmetics.com |
| Address: |
e.l.f. Beauty, Inc. 570 10th Street, Oakland, California, 94607, United States |
Listings
| Exchange Symbol | Ticker Symbol | Security | Exchange | Country | Currency | Listed on | |
|---|---|---|---|---|---|---|---|
| NYSE | ELF | Common Stock | New York Stock Exchange | US | USD | 22. Sep 2016 | |
| DB | 0EF | Common Stock | Deutsche Boerse AG | DE | EUR | 22. Sep 2016 |
Number of employees
Current staff
Industry
| Personal Products | |
| Household |
Company Analysis and Financial Data Status
| Area | Date (UTC time) |
|---|---|
| Company Analysis updated: | 2019/06/17 00:39 |
| End of day share price update: | 2019/06/14 00:00 |
| Last estimates confirmation: | 2019/06/05 |
| Last earnings filing: | 2019/05/09 |
| Last earnings reported: | 2019/03/31 |
| Last annual earnings reported: | 2018/12/31 |
All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.
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.
