Consumer Defensive
e.l.f. Beauty, Inc.(ELF)
Live Price
Offline$64.20
+3.08% today
1Y Change
-48.81%
Window
Jun 25, 2025 โ Jun 18, 2026
- Market Cap
- $3.51B
- Revenue Growth
- +28.3%
- EPS Growth
- -14.6%
- Dividend Yield
- 0.0%
Coverage: 247 bars ยท Jun 25, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
e.l.f. Beauty, Inc. (ELF) is a Consumer Defensive stock with a market cap of $3.51B and listed on NYSE. The stock last traded around $64.20 and down 48.8% across the available one-year price window (Jun 25, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +28.3%, EPS growth of -14.6%, a dividend yield of 0.0%. What stands out right now is revenue +28.3%, EPS -14.6%, free cash flow +84.5% with operating margin 11.1% and ROIC 5.7%. Valuation already assumes a fairly strong business story at P/E 33.9 and price/sales 2.3. Overall, the current profile looks closer to a higher-growth but lower-margin setup than a generic broad-market placeholder. Stock Foundry combines ELF price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Defensive peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+28.3% vs +1.7% peer median
Operating Margin
Above sector median
+11.1% vs +6.6% peer median
P/E
Above sector median
33.9 vs 14.0 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 27, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +28.3% and EPS is at -14.6%, with operating margin around 11.1%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -17.5% over the next 5 trading days and finished higher after 0 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 27, 2026 | โ | +0.1% | -9.4% | โ |
2026 Feb 4, 2026 | +69.9% | -9.2% | -9.2% | -2.5% |
2025 Nov 5, 2025 | +19.9% | -35.0% | -34.0% | -30.7% |
Benchmark Edge
ELF vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
ELF
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
ELF Max Drawdown
-66.20%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for ELF and SPY.
Company Overview
e.l.f. Beauty, Inc.
New York Stock Exchange
e.l.f. Beauty, Inc., together with its subsidiaries, provides cosmetic and skin care products under the e.l.f. Cosmetics, e.l.f. Skin, Well People, and Keys Soulcare brand names worldwide. The company offers eye, lip, face, face, paw, and skin care products. 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 headquartered in Oakland, California.
- Leadership
- Tarang Amin
- IPO Date
- Sep 22, 2016
- Employees
- 633
- Street Address
- 570 10th Street
- Mailing
- Oakland, CA, 94607
- Region
- Oakland, CA, US
- Reporting Currency
- USD
- Investor Line
- 510 778 7787
- Last Updated
- Apr 28, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 33.9
- EV/EBITDA
- 17.6
- Price/Sales
- 2.3
- Price/Book
- 3.0
Growth
- Revenue
- +28.3%
- EPS
- -14.6%
- Free Cash Flow
- +84.5%
Profitability
- Gross Margin
- 70.3%
- Operating Margin
- 11.1%
- Net Margin
- 6.8%
- ROE
- 10.8%
- ROIC
- 5.7%
Balance Sheet
- Debt/Equity
- 0.80
- Current Ratio
- 2.76
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.