Professional
Added to YB: 2024-10-07
Pitch date: 2024-10-07
ELF [bearish]
e.l.f. Beauty, Inc.
+24.78%
current return
Author Info
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Company Info
e.l.f. Beauty, Inc., together with its subsidiaries, provides cosmetic and skin care products worldwide.
Market Cap
$6.5B
Pitch Price
$101.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.65
P/E
60.31
EV/Sales
5.09
Sector
Personal Care Products
Category
value
Idea Brunch with Derek Brown of Dardanelles Capital - e.l.f. Beauty, Inc.
ELF short: Decelerating growth after distribution gains, high customer concentration (70% from 3 retailers). U.S. growth slowing, int'l stagnant. Rising marketing costs, working capital issues. FCF $40M vs $238M adj. EBITDA in TTM. Expect low single-digit EBITDA growth in 2025 vs consensus 2x by 2026. Insiders selling. Overvalued at $5.97B mkt cap.
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