Fundamental analysis · SEC EDGAR · TTM through 30/06/2026

Fundamental analysis of E.l.f. Beauty, Inc.

ELF · NYSE · Consumer

Fundamental quality

ATTRACTIVE

76

out of 100

E.l.f. Beauty, Inc. earns a fundamental-quality score of 76 out of 100, profiling it as a company with solid fundamentals. Its score rests mainly on its growth (revenue +38.6%/yr). Its weakest area is its profitability (net margin 3.4%). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

e.l.f. Beauty sells quality cosmetics at low prices, with social-native marketing (TikTok) that connects with young consumers. It has gained market share from legacy brands quarter after quarter for years.

What will shape its future

  • Whether it can keep taking share now that the base is large and comparisons get tougher.
  • Its China-concentrated supply chain, exposed to tariffs and trade tensions.
  • International expansion and new categories (skincare), the next engines.

Breakdown by area

I.Growth
95

EPS growth: 49.2% · Revenue growth: 38.6%

II.Profitability
58

Net margin: 3.4% · ROE: 5.1% · ROIC: 5.5%

III.Financial health
76

Net debt/EBITDA: 2.23x · FCF: 15.9%

Source: SEC EDGAR · TTM through 30/06/2026

The score combines growth, profitability and financial strength. Here its growth weighs in its favor, while its profitability drags it down the most.

Versus its sector

Percentile against the other 98 Consumer companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 43%
ROEbeats 23%
Growthbeats 93%
Cash generationbeats 81%
Less debtbeats 33%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

E.l.f. Beauty, Inc. strengths

  • Growing earnings per share (49.2% annualized).
  • Revenue growing strongly (38.6% annualized).
  • High gross margin (74.4%), pointing to pricing power.
  • Strong free-cash-flow generation (FCF margin of 15.9%): profit turns into real cash.

E.l.f. Beauty, Inc. risks and weaknesses

  • Its net debt has grown over the period.
  • Thin margins (net margin of 3.4%), little cushion for setbacks.
  • Low return on equity (ROE of 5.1%).

E.l.f. Beauty, Inc. historical evolution

YearRevenueNet incomeFree cash flowNet debt
202131862352
2022392221548
202357962100-60
20241,0241286254
20251,314112115108
20261,63626190552

Between 2021 and 2026, revenue went from $318M to $1,636M (+414%) and net income went from $6M to $26M (+322%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the quarter ended June 30, 2026, versus the quarter ended June 30, 2025 (SEC filings):

  • Revenue+35.5%
  • Net income+99.9%

What changed with the June 30, 2026 results

Compared with the previous close (March 31, 2026), this is what moved in its accounts:

  • Quality score6976
  • Net margin1.6%3.4%
  • ROE2.3%5.1%
  • FCF margin11.6%15.9%
  • Net debt/EBITDA3.61×2.23×

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

$1.79

per share, yearly

The dividend yield depends on today's price. Compute it in the analyzer → · See all dividend-paying stocks →

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Is E.l.f. Beauty, Inc. cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

Compute the valuation →

Frequently asked questions

Is E.l.f. Beauty, Inc. a good company to invest in?

In terms of business quality, E.l.f. Beauty, Inc. scores 76 out of 100 in our analysis, placing it as a company of high fundamental quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is E.l.f. Beauty, Inc. a profitable company?

E.l.f. Beauty, Inc. is profitable, with a net margin of 3.4%, though a thin one.

Does E.l.f. Beauty, Inc. have a lot of debt?

A moderate level: its net debt is 2.23 times its EBITDA.

Is E.l.f. Beauty, Inc. growing?

Its revenue has grown 38.6% annualized in recent years and its earnings per share 49.2%, and without interruption since 2021.

Does E.l.f. Beauty, Inc. generate cash?

Yes. It converts about 15.9% of its revenue into free cash flow, and has done so positively year after year.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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