Stocks · Consumer Defensive · Household & Personal Products

e.l.f. Beauty, Inc. ELF

$104.68 +0.57% Close, Oct 2, 2026 · NYSE · Market cap $6.17B

Strong growthHigh qualityExpensive vs sectorHigh risk

Next earnings report: Nov 4, 2026

Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.

Three things to know

  1. The shares trade at 104.6× trailing earnings, higher than 90% of the company's own readings over the past five years.
  2. Revenue over the last four quarters was $1.76B, up 31.2% from a year earlier, accelerating from 24.6% a quarter earlier.
  3. Diluted EPS over the last four quarters was $1.00, down 40.8% year over year.

PromtFinance scores

Each score is a percentile within the Consumer Defensive sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.

Growth96Exceptional

How fast revenue, earnings and cash flow are growing.

  • Revenue growth (TTM, YoY)Top 5%
  • EPS growth (TTM, YoY)Bottom 26%
  • FCF growth (TTM, YoY)Top 9%
  • Revenue growth, 3-year CAGRTop 3%
  • Revenue growth accelerationTop 6%
Quality85Strong

Returns on capital, margins, earnings quality and balance-sheet strength.

  • Return on invested capitalBottom 46%
  • Gross marginTop 5%
  • Operating marginTop 34%
  • Cash conversion (OCF / net income)Top 10%
  • Accruals (lower is better)Top 21%
  • Net debt / EBITDA (lower is better)Bottom 39%
  • Interest coverBottom 42%
Value7Very weak

How cheap the shares are relative to earnings, cash flow and their own history.

  • Earnings yieldBottom 31%
  • Free-cash-flow yieldBottom 39%
  • EBITDA / enterprise valueBottom 17%
  • Sales / enterprise valueBottom 8%
  • P/E vs own 5-year history (lower is better)Bottom 9%
Momentum64Neutral

Strength and persistence of the price trend, including versus the S&P 500.

  • 12-month return excluding last monthBottom 31%
  • 6-month returnTop 4%
  • 1-year return vs S&P 500Bottom 37%
  • Distance from 52-week highBottom 46%
  • Trend checklist (0–4)Top 5%
Revisions61Neutral

Earnings surprises and analyst sentiment (estimate-revision history is being collected).

  • Average EPS surprise, last 4 quartersTop 11%
  • Consecutive EPS beatsTop 18%
  • Share of analysts rating BuyBottom 49%
  • Upside to consensus price targetBottom 3%
Stability12Very weak

Low volatility, shallow drawdowns, low market sensitivity and modest leverage.

  • Volatility, 60 days (lower is better)Bottom 22%
  • Maximum drawdown, 3 yearsBottom 17%
  • Beta vs S&P 500 (lower is better)Bottom 2%
  • Net debt / EBITDA (lower is better)Bottom 39%

What changed

Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).

MeasureBeforeNow
Revenue growth (YoY)24.6%31.2%↑
EPS growth (YoY)-76.0%-40.8%↑
Gross margin70.7%74.4%↑
Operating margin11.6%10.5%↓
FCF margin10.1%15.9%↑

Fundamental momentum

MeasureNow (TTM)Year / quarter beforeSector rank
Revenue growth (TTM, YoY)31.2%24.6%↑Top 5%
EPS growth (TTM, YoY)-40.8%-76.0%↑Bottom 26%
Gross margin74.4%70.7%↑Top 5%
Operating margin10.5%11.6%↓Top 34%
Net margin3.4%7.3%↓—
Free-cash-flow margin15.9%10.1%↑—
Return on invested capital6.1%—Bottom 46%
Revenue growth, 3-year CAGR41.4%—Top 3%

Quality of earnings and balance sheet

Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
3.00×
Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
-9.6%
Stock-based compensation / revenueA cost to shareholders through dilution.
5.5%
Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
-30.5 pp
Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
2.60×
Interest cover (operating income / interest)How many times operating profit covers interest.
4.0×

Shareholder returns

Dividend yield (dividends paid, TTM)
0.00%
Net buyback yield (TTM)
1.47%
Shareholder yield
1.47%
Share count change, 1 year
+3.6%
Share count change, 3-year CAGR
+1.5%

Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.

Based on the four quarters through Jun 30, 2026 (filed Aug 6, 2026).

Earnings and expectations

Earnings momentum

Consecutive EPS beats
6
Beats in the last 8 reports
7 of 8
Average EPS surprise, last 4
+61.0%
Average 2-day reaction, last 8
-1.1%
Positive 20 days after report
5 of 8

Analysts

Consensus price target
$94.55
Target vs current price
-9.7%
Analysts with a rating
29
Share rating Buy or Strong Buy
48%
Consensus rating
Buy

How the stock reacted to recent reports

Report dateEPS surprise2 days5 days20 days60 days
Aug 5, 2026+145.1%-1.7%+8.1%+20.2%—
May 20, 2026+9.0%-4.3%+8.3%+17.6%+72.6%
Feb 4, 2026+69.9%-0.2%-13.6%-5.3%-24.6%
Nov 5, 2025+19.9%-0.4%-34.1%-32.1%-27.2%
Aug 6, 2025+6.5%+0.5%+6.3%+18.5%+15.6%
May 28, 2025+8.2%-1.3%+25.1%+36.8%+26.8%
Feb 6, 2025-2.6%+1.3%-14.0%-26.2%-22.1%
Nov 6, 2024+79.1%-2.8%+22.6%+27.3%-17.4%

Returns from the close before each report. Past reactions do not determine future ones.

Earnings history

Report dateEPSEstimateSurpriseRevenue
Aug 5, 2026$1.75$0.71+145.1%$479.4M
May 20, 2026$0.32$0.29+9.0%$449.3M
Feb 4, 2026$1.24$0.73+69.9%$489.5M
Nov 5, 2025$0.68$0.57+19.9%$343.9M
Aug 6, 2025$0.89$0.84+6.5%$353.7M
May 28, 2025$0.78$0.72+8.2%$332.6M
Feb 6, 2025$0.74$0.76-2.6%$355.3M
Nov 6, 2024$0.77$0.43+79.1%$301.1M

Valuation in context

MultipleNow5-year median5-year percentileSector rank (cheapness)
P/E (trailing)104.6×75.2×90thBottom 31%
P/E (forward)28.8×———
EV / EBITDA30.4×——Bottom 17%
EV / Sales3.83×——Bottom 8%
Free-cash-flow yield4.54%——Bottom 39%
Earnings yield0.96%——Bottom 31%

P/E over the past five years

Range 42.1× – 124.5× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.

What moved the stock over the past year

Price return, 1 year
-22.6%
Earnings per share growth (TTM)
-40.8%
Change in P/E multiple
+56.1%

Most of the move came from earnings growth.

Technical state

Trend checklist

  • ✓ Price above 20-day average
  • ✓ Price above 50-day average
  • ✓ Price above 200-day average
  • ✓ 50-day average above 200-day
  • ✓ MACD histogram positive

Trend quality

Days above the 50-day average
79
Days above the 200-day average
49
50-day average slope (20 days)
+11.6%
200-day average slope (20 days)
+3.2%
Distance from 50-day average
+8.0%
Distance from 200-day average
+33.7%
RSI (14)
60.6
Relative volume
0.71×

Risk and drawdowns

Volatility, 60 days (annualized)
49.7%
Volatility vs own 5-year history
33th percentile · Normal for this stock
Beta vs S&P 500 (2 years, weekly)
2.09
Correlation with S&P 500
0.44
Current drawdown from 1-year high
-27.8%
Maximum drawdown, 3 years
-77.3%

Largest declines in the past six years

From peakTo lowDeclineLengthRecovery
Jun 27, 2024Jun 5, 2026-77.3%486 daysNot yet recovered
Dec 31, 2021May 24, 2022-36.6%99 days38 days (Jul 20, 2022)
Aug 31, 2023Oct 31, 2023-33.2%42 days30 days (Dec 13, 2023)
Mar 1, 2024May 20, 2024-29.3%55 days26 days (Jun 27, 2024)
Apr 23, 2021Jul 19, 2021-19.8%59 days70 days (Oct 26, 2021)

Declines of 10% or more from a closing high, measured on daily closes.

Financial statements

Market cap
$6.17B
P/E (TTM)
104.6
EPS, diluted (TTM)
$1.00
Revenue (TTM)
$1.76B
52-week range
$48.82 – $147.75
FY 2022FY 2023FY 2024FY 2025FY 2026
Revenue$392.2M$578.8M$1.02B$1.31B$1.64B
Gross profit$251.7M$390.4M$724.1M$935.7M$1.16B
Operating income$29.8M$68.1M$149.7M$158.0M$131.3M
Net income$21.8M$61.5M$127.7M$112.1M$26.3M
EPS (diluted)$0.41$1.11$2.21$1.92$0.44
Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026Q3 2026Q4 2026Q1 2027
Revenue$301.1M$355.3M$332.6M$353.7M$343.9M$489.5M$449.3M$479.4M
Net income$19.0M$17.3M$28.3M$33.3M$3.0M$39.4M-$49.4M$66.6M
EPS (diluted)$0.33$0.30$0.48$0.58$0.05$0.65-$0.82$1.12
FY 2022FY 2023FY 2024FY 2025FY 2026
Operating cash flow$19.5M$101.9M$71.2M$133.8M$212.5M
Capital expenditure-$4.8M-$1.7M-$8.7M-$18.5M-$22.4M
Free cash flow$14.7M$100.2M$62.5M$115.3M$190.1M
Dividends paid$0$0$0$0$0
Net share buybacks$1.7M$8.1M$5.6M-$66.1M-$44.2M

Cash outflows are shown as negative numbers.

Cash and short-term investments
$344.2M
Total assets
$2.46B
Total liabilities
$1.29B
Total debt
$921.7M
Net debt
$577.4M
Shareholders’ equity
$1.17B

As of Jun 30, 2026 (filed Aug 6, 2026).

Short interest

Shares sold short
4,217,601
Days to cover
2.67
Change vs previous report
-4.7%

FINRA short interest, settlement date Sep 15, 2026.