e.l.f. Beauty

ELF Consumer Defensive Household & Personal Products

e.l.f. Beauty’s revenue for fiscal 2026 (year ended March 2026) was $1.6 billion, up 24.6% from fiscal 2025. In the quarter to June 2026, revenue grew 35.5%, EPS grew 91.5%, free cash flow grew 447.4% and total debt rose 235.1%, each against the same quarter a year earlier. Revenue growth for five consecutive years; insiders bought in the last twelve months.

113.45 2.66 −2.29%
Market cap
$6.9B
P/E
113×
Fwd P/E
21.2×
Dividend yield
—
F-score
3/9
Altman Z
2.60
Beneish M
−2.58
Dividend safety
n/a

Insider Decisions trades per month

Total buys 0.46
Total sells 34.45
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — 1 — — — — — — — —
Sell 1 2 — — — 7 1 12 2 3 3 2
Insider Ownership 3.81%

Capital & Financial Ratios $m

Market Cap 6,850.00
Revenue 1,762.11
Net Income 59.61
Free Cash Flow 280.16
Net Debt 516.00
Current Ratio 2.55 (at or above 1.5: strong)
Debt/Equity 0.74
P/E ratio 113.45 (above 35: high)
Fwd P/E 21.20
P/S ratio 3.81
P/B ratio 5.74
Past 5Y EPS Growth 29.67% (at or above 15%: strong)
This Y EPS Growth 16.43% (at or above 15%: strong)
Next Y EPS Growth 6.51%
Next Y revenue growth 20.32% (at or above 10%: strong)
Next 5Y EPS Growth 12.83%

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 88.57%
10-year low 10-year high
P/S against its own 10 years 51.96%
10-year low 10-year high
P/B against its own 10 years 64.12%
10-year low 10-year high
EV/Sales against its own 10 years 49.39%
10-year low 10-year high
EV/FCF against its own 10 years 25.81%
10-year low 10-year high

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2019 Powerpack
2018 Powerpack
special payouts not included in total or ratios

Assets vs Liabilities $m

2024 2025 2026 Q'26
Cash 108 149 290 344
Receivables 124 126 175 175
Inventory 191 187 220 247
Other — — — —
477 541 789 860
2024 2025 2026 Q'26
Payables 81 72 97 96
ST’ Debt 100 — 56 58
Other — — — —
299 177 336 338

Compound Annual Growth %

10y 5y 3y
Sales 19.75% 38.76% 41.40%
Cash Flow 32.88% 48.45% 27.77%
Earnings (2.38%) 33.39% (24.65%)
Book Value 19.28% 33.20% 40.11%

Revenue $m

Jun Sep Dec Mar Year
’26 479 — — — —
’26 354 344 490 449 1,636
’25 324 301 355 333 1,314
’24 216 216 271 321 1,024
’23 123 122 147 187 579
’22 97 92 98 105 392
’21 65 72 89 93 318
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Jun Sep Dec Mar Year
’26 112 — — — —
’26 27 23 59 102 213
’25 1 11 (15) 136 134
’24 23 28 (17) 37 71
’23 31 12 26 33 102
’22 7 (7) 7 12 20
’21 12 (8) (1) 28 29
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Jun Sep Dec Mar Year
’26 110 — — — —
’26 20 17 53 101 190
’25 0 10 (20) 125 115
’24 23 27 (22) 34 62
’23 30 12 25 33 100
’22 5 (8) 6 11 15
’21 11 (10) (3) 25 23
Fiscal quarters ending in the months shown.

EPS $

Jun Sep Dec Mar Year
’26 1.12 — — — —
’26 0.58 0.05 0.65 (0.82) 0.44
’25 0.81 0.33 0.30 0.49 1.92
’24 0.93 0.58 0.46 0.25 2.21
’23 0.27 0.21 0.34 0.29 1.11
’22 0.15 0.11 0.12 0.03 0.41
’21 0.03 0.01 0.08 0.00 0.12
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.9
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to March

Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Trend 2027e 2028e 2029e
Price, $
Price, $ Low 18.52 7.70 6.71 7.58 21.15 20.49 48.10 98.50 49.40 48.82

Analyst estimates 2027–2029

Powerpack
High 31.10 23.07 19.96 26.19 33.38 56.93 153.53 221.83 150.99 118.29
People
People Employees 413 414 — 217 267 303 339 475 633 849
Revenue/emp, $m 0.65 0.65 — 1.30 1.19 1.29 1.71 2.16 2.08 1.93
Income, $m
Income, $m Revenue 270 267 — 283 318 392 579 1,024 1,314 1,636
Gross margin, % 61.03 60.85 — 64.03 64.82 64.19 67.44 70.72 71.24 70.72
EBT 22 18 — 24 4 25 64 141 145 40
EBT margin, % 8.33 6.71 — 8.51 1.16 6.48 11.07 13.77 11.08 2.47
Net income 33 16 0 18 6 22 62 128 112 26
Depreciation 15 19 — 24 26 27 18 31 45 81
Per share, $
Per share, $ Revenue 5.95 5.71 — 5.83 6.44 7.70 11.03 18.70 23.37 28.09
Earnings 0.74 0.33 — 0.37 0.13 0.43 1.17 2.33 1.99 0.45
Cash flow 0.27 1.19 — 0.91 0.60 0.38 1.94 1.30 2.38 3.65
Capex (0.17) (0.19) — (0.19) (0.13) (0.09) (0.03) (0.16) (0.33) (0.39)
Free cash flow 0.11 1.00 — 0.72 0.47 0.29 1.91 1.14 2.05 3.26
Book value 4.27 4.90 0.00 4.99 5.46 6.13 7.83 11.74 13.54 19.40
Shares, m 45 47 — 48 49 51 52 55 56 58
Valuation, ×
Valuation, × P/E 101.91 34.64 — 27.14 206.38 61.50 70.38 82.04 31.40 131.76
P/S 4.20 1.55 — 1.69 4.16 3.36 7.47 10.26 2.69 2.16
P/B 6.12 1.90 — 1.97 4.91 4.21 10.51 16.36 4.64 3.12
EV/Sales 4.86 2.00 — 2.01 4.38 3.49 7.37 10.41 2.85 2.51
EV/FCF (28.86) 13.71 — 16.33 60.59 93.18 42.60 170.64 32.41 21.61
Cash, $m
Cash, $m Operating cash flow 12 56 — 44 29 20 102 71 134 213
Capex (8) (9) — (9) (6) (5) (2) (9) (19) (22)
Free cash flow 5 47 — 35 23 15 100 62 115 190
Balance, $m
Balance, $m Working capital 72 99 92 81 97 128 195 178 364 453
Total debt 156 150 148 139 127 97 66 262 257 866
Net debt 146 99 94 92 69 54 (54) 154 108 576
Shareholders’ equity 194 229 215 242 270 312 411 643 761 1,131
Returns, %
Returns, % ROA 8.02 3.56 0.00 4.04 1.33 4.43 11.29 14.80 9.43 1.45
ROIC 6.11 4.98 0.00 5.59 1.74 5.08 11.94 11.74 11.37 2.70
ROE 17.27 6.77 0.00 7.82 2.44 7.48 17.01 24.23 15.97 2.78
Negative figures in brackets.

All 10 years →

Fiscal years to Mar 2026 · latest quarter Jun 2026 · fundamentals updated 28 Sep 2026

Charts ten years each

e.l.f. Beauty vs peers in Household & Personal Products (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
KVUE Kenvue Inc. $35.9B 21.7× 18.6× +3.02% (above 0%: growing) +9.09% (above 0%: growing) +17.07% (above 0%: growing) 58.18% 17.67% Compare
KMB Kimberly-Clark Corporation $34.6B 18.0× 14.4× +0.62% (above 0%: growing) −32.03% (below 0%: shrinking) −4.79% (below 0%: shrinking) 38.27% 15.11% Compare
CHD Church & Dwight Co., Inc. $24.5B 33.5× 26.3× +1.57% (above 0%: growing) +10.26% (above 0%: growing) +23.33% (above 0%: growing) 45.35% 18.07% Compare
CLX The Clorox Company $10.4B 18.1× 14.8× −2.01% (below 0%: shrinking) −50.37% (below 0%: shrinking) +11.42% (above 0%: growing) 41.27% 13.24% Compare
ELF e.l.f. Beauty $6.9B 113× 21.2× +35.52% (above 0%: growing) +91.53% (above 0%: growing) +447.39% (above 0%: growing) 83.20% 21.37%
IPAR Interparfums, Inc. $3.7B 22.1× 18.8× +2.13% (above 0%: growing) −5.00% (below 0%: shrinking) +1,031.52% (above 0%: growing) 65.54% 14.35% Compare
COTY Coty $2.8B — (loss-making) 11.8× +1.34% (above 0%: growing) n/m +20.86% (above 0%: growing) 60.88% (3.36%) Compare
NWL Newell Brands Inc. $2.5B — (loss-making) 7.4× +3.05% (above 0%: growing) +127.27% (above 0%: growing) +84.62% (above 0%: growing) 40.72% 14.19% Compare
SPB Spectrum Brands Holdings Inc. $1.8B 23.9× 16.1× +7.68% (above 0%: growing) n/m +2.37% (above 0%: growing) 49.17% 2.11% Compare
Median of peers $7.1B 21.9× 15.5× +1.85% +2.04% +18.96% 47.26% 14.27%

All 32 Household & Personal Products stocks →

e.l.f. Beauty (ELF) key facts

  • Strength: e.l.f. Beauty’s revenue for fiscal 2026 (year ended March 2026) was $1.6 billion, up 24.6% from fiscal 2025.
  • e.l.f. Beauty (ELF) is a Household & Personal Products company in the Consumer Defensive sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, ELF traded at $113.45, a market capitalization of $6.9 billion.
  • Return on equity was 2.78% and debt-to-equity 0.74.
  • Its Piotroski F-score is 3 out of 9 and its Altman Z-score is 2.60 (grey zone) for fiscal 2026.

Source: company filings (standardised) and stockrow calculations · fundamentals updated Sep 28, 2026.

e.l.f. Beauty (ELF) Latest News

12 Aug

8 Aug

stockrow.com/ELF · Data as of Sep 28, 2026 · For information only; not investment advice. · © 2026 stockrow.com