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e.l.f. Beauty, Inc.NYSE:ELF Stok Raporu

Piyasa Değeri US$3.1b
Hisse Fiyatı
US$50.72
US$129.85
60.9% değerinin altında içsel indirim
1Y-35.8%
7D-5.6%
Portföy Değeri
Görünüm

e.l.f. Beauty, Inc.

NYSE:ELF Stok Raporu

Piyasa değeri: US$3.1b

e.l.f. Beauty (ELF) Hisse Özeti

Bir güzellik şirketi olan e.l.f. Beauty, Inc. dünya çapında kozmetik ve cilt bakım ürünleri sağlamaktadır. Daha fazla detay

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e.l.f. Beauty, Inc. Rakipler

Fiyat Geçmişi ve Performans

Hisse fiyatlarındaki yükseliş, düşüş ve değişimlerin özeti e.l.f. Beauty
Tarihsel hisse senedi fiyatları
Güncel Hisse FiyatıUS$50.72
52 Haftanın En Yüksek SeviyesiUS$150.99
52 Haftanın En Düşük SeviyesiUS$50.13
Beta1.7
1 Aylık Değişim-25.87%
3 Aylık Değişim-44.34%
1 Yıllık Değişim-35.85%
3 Yıllık Değişim-41.33%
5 Yıllık Değişim71.06%
Halka arzdan bu yana değişim91.40%

Son Haberler & Güncellemeler

Seeking Alpha 2h

E.L.F. Beauty: Looks Like A Value Play Here

Summary e.l.f. Beauty (ELF) delivered a mixed Q4, with a double beat but only 1% organic growth and rising SG&A expenses. Gross margin reached an impressive 73%, reflecting strong pricing power, but marketing and SG&A costs surged to 66% of sales. Despite current headwinds, ELF expects FY 2027 adjusted EBITDA margin to remain stable at ~20.7%, with mid single-digit organic growth. I maintain a buy rating on ELF, but with a cautious stance, as sustainable growth and margin improvement remain key to long-term upside. Read the full article on Seeking Alpha
Anlatı Güncellemesi May 18

ELF: Market Share And Q4 Consumption Trends Will Support Future Upside

Analysts have reduced the fair value estimate for e.l.f. Beauty from $135.00 to about $129.85. This reflects lower price targets across the Street as they factor in slower core business growth, rising competition and more cautious valuation multiples.

Recent updates

Seeking Alpha 2h

E.L.F. Beauty: Looks Like A Value Play Here

Summary e.l.f. Beauty (ELF) delivered a mixed Q4, with a double beat but only 1% organic growth and rising SG&A expenses. Gross margin reached an impressive 73%, reflecting strong pricing power, but marketing and SG&A costs surged to 66% of sales. Despite current headwinds, ELF expects FY 2027 adjusted EBITDA margin to remain stable at ~20.7%, with mid single-digit organic growth. I maintain a buy rating on ELF, but with a cautious stance, as sustainable growth and margin improvement remain key to long-term upside. Read the full article on Seeking Alpha
Anlatı Güncellemesi May 18

ELF: Market Share And Q4 Consumption Trends Will Support Future Upside

Analysts have reduced the fair value estimate for e.l.f. Beauty from $135.00 to about $129.85. This reflects lower price targets across the Street as they factor in slower core business growth, rising competition and more cautious valuation multiples.
Anlatı Güncellemesi Apr 30

ELF: Market Share And Q4 Consumption Trends Will Drive Future Upside

Analysts have lowered the fair value estimate for e.l.f. Beauty by $1 to $135, citing a wave of lower Street price targets and updated assumptions for revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent Street research shows a cluster of lower price targets, but the context behind those moves matters for how you think about e.l.f. Beauty’s valuation and execution risk.
Anlatı Güncellemesi Apr 15

ELF: Raised 2026 Sales Outlook And Buybacks Will Support Future Upside

Analyst price targets on e.l.f. Beauty have moved lower, with the updated fair value estimate reduced from $111.71 to $103.40 as analysts factor in a slightly higher discount rate, modest adjustments to long term revenue growth and profit margin expectations, and a lower future P/E multiple following a series of recent target cuts and neutral views from major firms. Analyst Commentary Recent research highlights a mix of cautious valuation resets and more constructive views tied to underlying consumption data and market trends for e.l.f. Beauty.
Anlatı Güncellemesi Mar 31

ELF: Market Share Gains And Raised Sales Outlook Will Support Upside

Analysts have trimmed their average price target on e.l.f. Beauty by about $2. This reflects updated views on slightly softer revenue growth and profit margins, partly offset by a higher assumed future P/E multiple and ongoing mixed signals in recent sales and consumption data.
Anlatı Güncellemesi Mar 16

ELF: Raised Earnings Outlook Will Test Resilient Consumption And Margin Assumptions

Analysts kept the fair value estimate for e.l.f. Beauty at $85.00 while modestly adjusting assumptions, including a slightly lower discount rate, a small uptick in projected revenue growth and margins, and a marginally lower future P/E, reflecting mixed recent consumption trends and a range of updated price targets across the Street. Analyst Commentary Recent Street commentary on e.l.f. Beauty has been mixed, with some firms updating data and others revisiting their price targets and ratings as quarterly consumption trends and market share readings move around.
Anlatı Güncellemesi Mar 02

ELF: Fair Outlook Weighs Weekly Sales Strength Against Margin And P E Risks

Analysts have made only a modest tweak to their blended price target for e.l.f. Beauty, with mixed $10 and $7 cuts alongside $4 and $6 raises and fresh bullish coverage, reflecting updated views on its revenue growth, margins, and future P/E assumptions. Analyst Commentary Recent research on e.l.f. Beauty shows a split in sentiment, with some firms lifting price targets or starting coverage on a bullish footing, while others are trimming their expectations.
Anlatı Güncellemesi Feb 16

ELF: Fair Outlook Balances Strong Weekly Sales With Moderating Margin Expectations

Narrative Update: e.l.f. Beauty Analyst Price Target Shift The analyst price target for e.l.f. Beauty has moved from $100 to $85 as analysts factor in updated assumptions for revenue growth, profit margins and future P/E, while still pointing to supportive recent research around sales trends and generally constructive coverage. Analyst Commentary Recent Street research on e.l.f. Beauty shows a mix of optimism and caution, with several firms adjusting price targets in both directions and updating their assumptions on growth, margins and P/E levels.
Anlatı Güncellemesi Feb 02

ELF: Market Share And Weekly Sales Trends Will Drive Future Upside

Analysts now place fair value for e.l.f. Beauty at $136.00, down from $150.00, as they balance lower target multiples with slightly firmer assumptions on growth, margins and discount rates following a mix of price target cuts and raises across recent research updates. Analyst Commentary Recent research on e.l.f. Beauty reflects a mix of reduced target prices and reaffirmed positive views on execution, market share, and long term growth potential.
Anlatı Güncellemesi Jan 19

ELF: Market Share Gains And Shipment Normalization Will Support Future Upside

Analysts have trimmed their price targets on e.l.f. Beauty, nudging the fair value estimate down by about $2 to $113.77 per share. They are factoring in slightly lower revenue growth assumptions, a modestly reduced future P/E multiple, and mixed Q2 results that included shipment timing headwinds alongside resilient underlying sales trends.
Anlatı Güncellemesi Jan 05

ELF: Ongoing Market Share Gains Will Likely Outlast Shipment Timing Volatility

Analysts trimmed their fair value estimate for e.l.f. Beauty to about $115 per share, down from roughly $122, reflecting reduced price targets across the Street after mixed Q2 results, shipment timing issues, softer guidance, and a slightly lower projected revenue growth, profit margin, and future P/E multiple. Analyst Commentary Street research around e.l.f. Beauty following Q2 has shifted to slightly lower fair value estimates, but most firms still see room for execution on growth initiatives and eventual normalization of shipment patterns.
Anlatı Güncellemesi Dec 15

ELF: Strong Margins And Market Share Gains Will Support Future Upside

The Analyst Price Target for e.l.f. Beauty has been reduced from $105.00 to $100.00 as analysts temper revenue growth assumptions and apply a higher discount rate, while still citing solid margins and underlying demand as support for a Buy rating. Analyst Commentary Bearish analysts have trimmed price targets across the coverage universe as mixed Q2 results, softer shipment trends, and a more subdued medium term growth outlook weigh on previous upside scenarios.
Anlatı Güncellemesi Nov 30

ELF: Ongoing Market Share Gains Will Likely Support Future Upside

Analysts have trimmed their price targets on e.l.f. Beauty, with the consensus moving notably lower from prior levels. They cite the company's mixed second quarter results, conservative guidance, and recent valuation pressures as rationale for the adjustment.
Anlatı Güncellemesi Nov 16

ELF: Underlying Sales Momentum And Margin Gains Will Likely Drive Outperformance

Analysts have lowered their average price target for e.l.f. Beauty from approximately $153 to $122, citing weaker-than-expected quarterly sales, shipment timing issues, and cautious management guidance. This is occurring despite continued strong U.S. consumption trends.
Anlatı Güncellemesi Nov 01

ELF: Expanding Global Footprint And Sephora Launch Will Drive Future Upside

e.l.f. Beauty's analyst price target has been modestly increased from approximately $150.79 to $152.93 as analysts anticipate stronger sales contribution from Rhode following its successful launch and continued growth opportunities for the company. Analyst Commentary Recent Street research on e.l.f. Beauty reveals a mix of optimism and caution from the analyst community as they evaluate the company's recent performance, the impact of the high-profile Rhode launch, and future growth prospects.
Anlatı Güncellemesi Oct 18

International Expansion And Sephora Rollout Will Elevate Brand Position

Analysts have raised their average price target for e.l.f. Beauty from approximately $142.79 to $150.79. They cite improved sales outlooks and contribution from new brand launches, particularly Rhode, as well as strong execution across key growth initiatives.
Anlatı Güncellemesi Oct 04

International Expansion And Sephora Rollout Will Elevate Brand Position

Analysts have modestly raised their fair value target for e.l.f. Beauty to $142.79 per share from $139.71. This adjustment is based on expectations for incremental sales growth driven by recent price increases, product innovation, and strong channel trends.
Analiz Makalesi Sep 08

e.l.f. Beauty, Inc. (NYSE:ELF) Looks Just Right With A 32% Price Jump

e.l.f. Beauty, Inc. ( NYSE:ELF ) shareholders would be excited to see that the share price has had a great month...
Anlatı Güncellemesi Sep 05

International Expansion And Sephora Rollout Will Elevate Brand Position

Analysts have raised e.l.f. Beauty’s price target slightly to $135.29 as optimism around easier comps, sustained market share gains, tariff mitigation, and expected gross margin improvement is moderated by near-term margin pressures and cautious guidance. Analyst Commentary Bullish analysts see multiple tailwinds including easier year-over-year comps beginning mid-July and continued share gains in the mass cosmetics category.
Analiz Makalesi Aug 14

Why e.l.f. Beauty's (NYSE:ELF) Shaky Earnings Are Just The Beginning Of Its Problems

A lackluster earnings announcement from e.l.f. Beauty, Inc. ( NYSE:ELF ) last week didn't sink the stock price. We...
Analiz Makalesi May 30

e.l.f. Beauty’s (ELF) European Expansion And Strong Results Shift The Investment Narrative

e.l.f. Beauty reported fourth quarter sales of US$332.65 million and net income of US$28.25 million, both higher year-over-year, and announced full-year sales of US$1.31 billion with a net income of US$112.09 million for the year ended March 31, 2025.
Analiz Makalesi May 24

Earnings Tell The Story For e.l.f. Beauty, Inc. (NYSE:ELF) As Its Stock Soars 48%

e.l.f. Beauty, Inc. ( NYSE:ELF ) shares have had a really impressive month, gaining 48% after a shaky period...
Analiz Makalesi May 09

Why e.l.f. Beauty, Inc. (NYSE:ELF) Could Be Worth Watching

While e.l.f. Beauty, Inc. ( NYSE:ELF ) might not have the largest market cap around , it saw a significant share price...
Analiz Makalesi Apr 24

Here's Why e.l.f. Beauty (NYSE:ELF) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Apr 20

e.l.f. Beauty: The Selloff Looks Overdone And There Could Be Value To Be Unlocked

Summary e.l.f. Beauty has faced a massive drawdown, losing over 75% of its value, despite strong revenue growth and social media dominance. ELF's challenges include macroeconomic headwinds, softening demand, tariff and supply chain risks, and lowered revenue and EBITDA guidance for 2025. Despite short-term risks, ELF's strong balance sheet, limited debt, and $500 million share repurchase program make it a compelling long-term investment. ELF's social media strategy drives brand awareness and direct-to-consumer engagement, positioning it well for future growth and market dominance. Read the full article on Seeking Alpha
Analiz Makalesi Apr 09

e.l.f. Beauty, Inc. (NYSE:ELF) Stocks Pounded By 28% But Not Lagging Market On Growth Or Pricing

To the annoyance of some shareholders, e.l.f. Beauty, Inc. ( NYSE:ELF ) shares are down a considerable 28% in the last...
Analiz Makalesi Apr 03

e.l.f. Beauty (NYSE:ELF) Is Doing The Right Things To Multiply Its Share Price

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Seeking Alpha Mar 17

Why e.l.f. Beauty Is A Buy At Its Current Levels

Summary e.l.f. Beauty's stock has plunged over 25% since Q3 2025 earnings, but I argue it's a solid buy due to its strong moat and resilient business model. Despite economic downturns, e.l.f. has shown remarkable resilience and growth, driven by its affordable, high-quality products and strong social media presence. The company's international expansion and strategic investments in marketing and digital are expected to drive long-term revenue growth and margin improvement. Current valuation offers an attractive entry point, trading at a lower forward P/E ratio compared to the market and competitors, despite short-term profitability impacts. Read the full article on Seeking Alpha
Seeking Alpha Feb 07

e.l.f. Beauty's Disaster: Sifting Through The Rubble

Summary e.l.f. Beauty, Inc. stock has seen a 20% plus drop, again, due to slower post-pandemic growth and reduced social media ad impact, but a speculative bounce is possible. Despite a 31% sales increase and decent gross margins, higher expenses and flat EPS have pressured the stock. Management's cautious guidance for fiscal Q4 and lowered fiscal year sales and EPS expectations have exacerbated the selloff. ELF shares may settle in the $60s, presenting a speculative buy opportunity, given the overreaction to a 6% EPS reduction in the guide. Read the full article on Seeking Alpha
Analiz Makalesi Feb 07

e.l.f. Beauty, Inc.'s (NYSE:ELF) Stock Retreats 31% But Earnings Haven't Escaped The Attention Of Investors

e.l.f. Beauty, Inc. ( NYSE:ELF ) shareholders that were waiting for something to happen have been dealt a blow with a...
Analiz Makalesi Feb 01

Should You Think About Buying e.l.f. Beauty, Inc. (NYSE:ELF) Now?

e.l.f. Beauty, Inc. ( NYSE:ELF ), might not be a large cap stock, but it saw significant share price movement during...
Seeking Alpha Jan 26

e.l.f. Beauty Is Looking Good

Summary Individual investors can leverage their time, smaller size, and focus on quality to outperform short-term traders and index investors. e.l.f. Beauty, with its small market cap and high growth potential, represents a promising long-term investment opportunity. Despite potential risks like earnings volatility and tariffs, ELF's valuation and growth prospects make it a compelling buy. A balanced strategy of taking a half position now and adding more when momentum improves is recommended for long-term gains. Read the full article on Seeking Alpha
Seeking Alpha Jan 18

e.l.f. Beauty: The Growth Is Not Stopping Soon

Summary e.l.f Beauty has shown impressive revenue growth of over 350% since 2019, driven by low manufacturing costs, innovative marketing, and strong product innovation. The stock is considered a good midterm holding due to its continued growth potential, despite a high valuation of 36 times forward PE. ELF's marketing strategy targets Gen Z and Millennials, emphasizing affordability, quality, and ethical practices, which resonate well with these demographics. Risks include potential increased tariffs from China and macroeconomic uncertainties, but the company's growth and market positioning offer compelling investment opportunities. Read the full article on Seeking Alpha

Hissedar Getirileri

ELFUS Personal ProductsUS Pazar
7D-5.6%-2.1%-0.3%
1Y-35.8%-20.0%26.7%

Getiri vs. Endüstri: ELF geçen yıl % -20 oranında getiri sağlayan US Personal Products sektörünün gerisinde kaldı.

Getiri vs Piyasa: ELF geçen yıl % 26.7 oranında getiri sağlayan US Piyasasının altında performans gösterdi.

Fiyat Oynaklığı

Is ELF's price volatile compared to industry and market?
ELF volatility
ELF Average Weekly Movement8.4%
Personal Products Industry Average Movement7.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

İstikrarlı Hisse Senedi Fiyatı: ELF son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.

Zaman İçindeki Volatilite: ELF 'nin haftalık oynaklığı ( 8% ) son bir yıldır istikrarlı seyretti.

Şirket Hakkında

KurulduÇalışanlarCEOWeb sitesi
2004633Tarang Aminwww.elfbeauty.com

Bir güzellik şirketi olan e.l.f. Beauty, Inc. dünya çapında kozmetik ve cilt bakım ürünleri sağlamaktadır. Şirket göz, dudak, yüz, pati ve cilt bakım ürünleri sunmaktadır.

e.l.f. Beauty, Inc. Temel Bilgiler Özeti

e.l.f. Beauty'un kazançları ve gelirleri piyasa değeriyle nasıl karşılaştırılır?
ELF temel i̇stati̇sti̇kler
Piyasa değeriUS$3.13b
Kazançlar(TTM)US$103.94m
Gelir(TTM)US$1.52b
28.8x
F/K Oranı
2.0x
P/S Oranı

Kazanç ve Gelir

En son kazanç raporundan temel karlılık istatistikleri (TTM)
ELF gelir tablosu (TTM)
GelirUS$1.52b
Gelir MaliyetiUS$451.89m
Brüt KârUS$1.07b
Diğer GiderlerUS$964.00m
KazançlarUS$103.94m

Son Raporlanan Kazançlar

Dec 31, 2025

Sonraki Kazanç Tarihi

n/a

Hisse başına kazanç (EPS)1.76
Brüt Marj70.27%
Net Kâr Marjı6.84%
Borç/Özkaynak Oranı72.9%

ELF uzun vadede nasıl bir performans gösterdi?

Geçmiş performansı ve karşılaştırmayı görün

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 13:31
Gün Sonu Hisse Fiyatı2026/05/20 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

e.l.f. Beauty, Inc. 24 Bu analistlerden 18, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Mark AltschwagerBaird
Shannon CoyneBMO Capital Markets Equity Research
Anna LizzulBofA Global Research