e.l.f. Beauty (ELF) vs Edgewell Personal Care Company (EPC)

e.l.f. Beauty and Edgewell Personal Care Company are both Household & Personal Products companies. e.l.f. Beauty is the larger, with a market value of $5.9B against $1.3B — 4.7× the size. Edgewell Personal Care Company has negative trailing earnings, so its P/E is not meaningful; e.l.f. Beauty trades at 99.5×. e.l.f. Beauty grew revenue faster over the last twelve months: 31.2% against 11.7%. e.l.f. Beauty has the higher net margin (3.38% vs −4.15%) and the higher return on invested capital (4.72% vs 0.48%). Across the 21 metrics below, e.l.f. Beauty leads on 16 and Edgewell Personal Care Company on 5.

Valuation

Metric ELF EPC Household & Personal Products median
P/E 99.51 n/m 22.55
P/S 3.34 0.57 1.13
P/B 5.04 0.88 3.02
Price to free cash flow 21.01 24.48 17.73
EV/EBITDA 28.91 21.64 12.27
EV/Sales 3.63 0.96 1.26
Earnings yield 1.00% (7.19%) 0.27%
Free cash flow yield 4.76% 4.09% 4.03%

Profitability

Metric ELF EPC Household & Personal Products median
Gross margin 74.44% 39.48% 46.28%
Operating margin 7.23% 0.79% 0.79%
Net margin 3.38% (4.15%) 0.61%
Free cash flow margin 15.90% 2.34% 2.89%
Return on equity 6.04% (6.16%) 2.12%
Return on assets 3.16% (2.54%) 0.00%
Return on invested capital 4.72% 0.48% 0.00%

Growth

Metric ELF EPC Household & Personal Products median
Revenue growth (TTM) 31.23% 11.65% 2.93%
EPS growth (last fiscal year) (77.08%) (73.10%) —
Revenue growth, 5-year CAGR 38.76% 2.66% 2.03%
Net income growth, 5-year CAGR 33.39% (17.78%) 0.00%

Health

Metric ELF EPC Household & Personal Products median
Debt to equity 0.74 0.85 0.46
Current ratio 2.55 1.84 1.64
Net debt to EBITDA 3.73 6.24 1.37

Dividend

Metric ELF EPC Household & Personal Products median
Dividend yield — 1.56% 1.96%
Payout ratio 0.00 0.27 0.49

Size

Metric ELF EPC Household & Personal Products median
Market cap 5.90b 1.25b 625.04m

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