Added to YB: 2025-06-09
Pitch date: 2025-06-05
ELF [neutral]
e.l.f. Beauty, Inc.
-55.52%
current return
Author Info
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Company Info
e.l.f. Beauty, Inc., a beauty company, provides cosmetics and skin care products worldwide. The company offers eye, lip, face, paw, and skin care products.
Market Cap
$4.0B
Pitch Price
$119.42
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.06
P/E
38.67
EV/Sales
3.14
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)