e.l.f. Beauty (ELF) vs Kenvue Inc. (KVUE)

e.l.f. Beauty and Kenvue Inc. are both Household & Personal Products companies. Kenvue Inc. is the larger, with a market value of $35.9B against $6.9B — 5.2× the size. Kenvue Inc. trades at the lower P/E: 21.7× against 113×. e.l.f. Beauty grew revenue faster over the last twelve months: 31.2% against 1.76%. Kenvue Inc. has the higher net margin (10.8% vs 3.38%) and the higher return on invested capital (9.95% vs 4.72%). Across the 22 metrics below, Kenvue Inc. leads on 16 and e.l.f. Beauty on 6.

Valuation

Metric ELF KVUE Household & Personal Products median
P/E 113.45 21.74 23.53
P/S 3.81 2.36 1.58
P/B 5.74 3.44 3.36
Price to free cash flow 23.95 18.73 19.95
EV/EBITDA 32.64 13.22 13.02
EV/Sales 4.10 2.74 1.42
Earnings yield 0.88% 4.60% 0.25%
Free cash flow yield 4.18% 5.34% 3.66%

Profitability

Metric ELF KVUE Household & Personal Products median
Gross margin 74.44% 58.19% 47.14%
Operating margin 7.23% 17.07% 1.31%
Net margin 3.38% 10.76% 0.61%
Free cash flow margin 15.90% 12.58% 2.89%
Return on equity 6.04% 15.58% 2.12%
Return on assets 3.16% 6.16% 0.00%
Return on invested capital 4.72% 9.95% 0.24%

Growth

Metric ELF KVUE Household & Personal Products median
Revenue growth (TTM) 31.23% 1.76% 2.93%
EPS growth (last fiscal year) (77.08%) 40.74% (12.73%)
Revenue growth, 5-year CAGR 38.76% 0.89% 2.03%
Net income growth, 5-year CAGR 33.39% 0.00% 0.00%

Health

Metric ELF KVUE Household & Personal Products median
Debt to equity 0.74 0.67 0.46
Current ratio 2.55 1.01 1.59
Net debt to EBITDA 3.73 2.02 1.37

Dividend

Metric ELF KVUE Household & Personal Products median
Dividend yield — 5.51% 2.79%
Payout ratio — 1.20 0.87

Size

Metric ELF KVUE Household & Personal Products median
Market cap 6.85b 35.86b 620.01m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack