Professional
Added to YB: 2025-01-20
Pitch date: 2025-01-20
ELF [bullish]
e.l.f. Beauty, Inc.
-39.4%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
e.l.f. Beauty, Inc., together with its subsidiaries, provides cosmetic and skin care products worldwide.
Market Cap
$6.5B
Pitch Price
$126.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.65
P/E
60.31
EV/Sales
5.09
Sector
Personal Care Products
Category
growth
Idea Brunch #3 with Ryan Rahinsky of Blue Outlier Capital - e.l.f. Beauty, Inc.
ELF: Asset-light makeup brand, 450% sales growth in 5 years, #2 in US color cosmetics. 40% YoY growth, 91% int'l growth. 21% int'l sales vs peers' 70%+. Successful launches in new markets. Shorts skeptical of growth, but int'l expansion & new verticals offer runway. 21x NTM EV/EBITDA undervalues growth potential. Tariff fears overblown.
Read full article (4 min)