e.l.f. Beauty Inc. Common Stock (ELF)

FairStock Score: 45/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I approach e.l.f. Beauty as a consumer-brand business with real momentum but a demanding price. In fiscal Q1 2027, the quarter ended 2026-06-30, revenue was $479.4M and net income was $66.6M, or diluted EPS of $1.12. That is a better quarter. But in fiscal Q4 2026, the quarter ended 2026-03-31, revenue was $449.3M and the company reported a net loss of $49.4M, or diluted EPS of -$0.82. For fiscal year 2026, the year ended 2026-03-31, revenue was $1.6B and net income was $26.3M, or diluted EPS of $0.44. In fiscal year 2025, the year ended 2025-03-31, net income was $112.1M; in fiscal year 2024, the year ended 2024-03-31, net income was $127.7M. So recent profit has not followed revenue consistently. FairStock labels it a FAST GROWER, citing five-year profit and revenue growth, but the latest filings show uneven earnings. The brands e.l.f. Cosmetics, e.l.f. Skin, Well People, Naturium, and Rhode sell through retailers and direct-to-consumer; cosmetics is competitive, so I question a wide moat. Financial health looks solid in spots: FairStock calculates a Piotroski F-Score of 9/9, an Altman Z-Score of 3.52, trailing free cash flow of $280.2M, and an FCF yield of 4.4%. Yet ROE is 6.04%, ROCE is 5.14%, and debt-to-equity is 0.80. At the 2026-10-13 close of $108.16, FairStock calculates a P/E of 110.37, P/B of 5.45, EV/EBITDA of 31.40, and a Graham Number of $20.91, implying a margin of safety of -417.26%. That is not Graham cheap. I would need earnings to become durable before calling the price fair.

In plain English: e.l.f. Beauty sells makeup and skin care under brands such as e.l.f., Well People, Naturium, and Rhode, mainly through retailers and its own websites. Sales have grown quickly, but profits have been uneven, including a loss in the quarter ended 2026-03-31. At the 2026-10-13 price of $108.16, the shares look expensive compared with current earnings, so the market is pricing in a lot of future growth.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q1 2027 10-Q (period ended 2026-06-30) · fiscal Q4 2026 10-K (period ended 2026-03-31) · fiscal Q3 2026 10-K (period ended 2025-12-31) · fiscal Q2 2026 10-K (period ended 2025-09-30) · FY2026 10-K (period ended 2026-03-31) · FY2025 10-K (period ended 2025-03-31) · FY2024 10-K (period ended 2024-03-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer