Added to YB: 2025-06-09
Pitch date: 2025-06-05
ELF [neutral]
e.l.f. Beauty, Inc.
-36.06%
current return
Author Info
Financial Engineering shares stock pitches in concise 12-page reports. Visit the website.
Company Info
e.l.f. Beauty, Inc., together with its subsidiaries, provides cosmetic and skin care products worldwide.
Market Cap
$6.5B
Pitch Price
$119.42
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.65
P/E
60.31
EV/Sales
5.09
Sector
Personal Care Products
Category
N/A
THE CASE OF E.L.F. BEAUTY — CHIC STORY MEETS A GLAMOROUS VALUATION
ELF neutral: Innovative cosmetics disruptor with 25 consecutive quarters of market share gains. Growth slowed dramatically (from 50%+ to <4%). $1B Rhode acquisition seems desperate at 5x sales. China tariffs risk with 80% sourcing. Post-deal valuation of 35-45x FCF too rich despite strong story. On watchlist only.
Read full article (8 min)