10-QConsumer Defensive

e.l.f. Beauty, Inc.

ELF · Period ending 2026-06-30 · Filed 2026-08-06 · Updated

In short

e.l.f. Beauty, Inc. (ELF) has revenue up 24.6% to $1.6B and net income down 76.5% to $26.3M year on year. Its net margin is 1.6% and gross margin 70.7%, and it trades at 107.0× trailing earnings. Fisclear flags 2 medium-severity risks and no high-severity ones. How we calculate this

Compare: ELF vs PG · CL vs ELF · ELF vs KMB · CHD vs ELF

Valuation

Consumer Defensive
Live · Yahoo Finance

Price

$113.78

P/E (TTM)

116.1x

Price ÷ earnings per share

P/B

5.7x

Price ÷ book value

P/S (TTM)

3.8x

Price ÷ revenue per share

Beta

1.60

High volatility vs market

PEG Ratio

1.4x

P/E ÷ earnings growth rate

52-Week Range

$48.82$113.78 now$132.37

Decision Context

Market appears to be pricing in less growth than this company's historical average, suggesting potential upside if the trajectory continues. Quality and efficiency scores support the business case.

Based on filing period ending Jun 2026

FisclearScore is a quantitative model using public financial data and sector median benchmarks (refreshed monthly). Not financial advice. Always conduct independent due diligence.

ELF vs

Macro Context

Fed Funds Rate

3.75%

Accommodative

10-Year Treasury

4.99%

2026-09-01

Unemployment

4.2%

Near full employment

CPI Index

334.1

2026-08-01

M2 Money Supply

$23.3T

2026-08-01

The Federal Funds rate stands at 3.75% — a moderately elevated rate environment that raises borrowing costs across the economy; 10-year Treasury yields are at 4.99%, setting the benchmark for long-term corporate borrowing; Unemployment stands at 4.2%; Industrial production index is at 103.1; M2 money supply is $23.3T; CPI index stands at 334.1.

SWOT Analysis — ELF

✦

Strengths

  • Total Assets: $2.4B (+91.8% YoY) — Total assets grew 92% — the company's resource base expanded.

  • Operating Cash Flow: $212.5M (+58.8% YoY) — Operating cash flow grew 59% — the business generated more cash from day-to-day operations.

  • Revenue: $1.6B (+24.6% YoY) — Revenue grew 25% — the company sold more goods or services than the prior year.

◈

Weaknesses

  • EPS (Diluted): $0.44 (-77.1% YoY) — Earnings per share fell 77%.

  • Net Income: $26.3M (-76.5% YoY) — Profit fell 77% but remained positive.

◎

Opportunities

No clear opportunities identified at this time.

⚠

Threats

  • Net income dropped 77% year-over-year — a significant compression in profitability.

  • P/E ratio of 107x is very elevated — the stock price reflects aggressive growth expectations. Any earnings miss could trigger a sharp re-rating.

Year-over-Year Changes

Total Assets

$2.4B

was $1.2B

+91.8%

Total assets grew 92% — the company's resource base expanded.

EPS (Diluted)

$0.44

was $1.92

−77.1%

Earnings per share fell 77%.

Net Income

$26.3M

was $112.1M

−76.5%

Profit fell 77% but remained positive.

Operating Cash Flow

$212.5M

was $133.8M

+58.8%

Operating cash flow grew 59% — the business generated more cash from day-to-day operations.

Revenue

$1.6B

was $1.3B

+24.6%

Revenue grew 25% — the company sold more goods or services than the prior year.

Risk Flags

0 high · 2 medium · 0 low
  • ◈ Medium

    Net income dropped 77% year-over-year — a significant compression in profitability.

  • ◈ Medium

    P/E ratio of 107x is very elevated — the stock price reflects aggressive growth expectations. Any earnings miss could trigger a sharp re-rating.

Technical Signals

Daily closes · 1-year data

e.l.f. Beauty, Inc.: common questions

Is e.l.f. Beauty, Inc. profitable?

Yes. e.l.f. Beauty, Inc. made a net profit of $26M in its latest fiscal year (fiscal 2026), a net margin of 1.6%.

Is e.l.f. Beauty, Inc.'s revenue growing?

Yes. Revenue grew 24.6% year on year, to $1.6B.

What is e.l.f. Beauty, Inc.'s P/E ratio?

e.l.f. Beauty, Inc. trades at 116.1× its trailing twelve-month earnings. In other words, the share price is about 116 times the profit per share the company earned over the past year.

Does e.l.f. Beauty, Inc. pay a dividend?

No dividend is currently expected from e.l.f. Beauty, Inc., according to the latest market data.

What are the main risks for e.l.f. Beauty, Inc.?

Fisclear's checks flag 2 medium- or high-severity risks. The most serious: Net income dropped 77% year-over-year — a significant compression in profitability.

Answers are generated from the figures in this report (updated 9 Oct 2026). Information, not investment advice.

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Data sourced from SEC EDGAR, FRED (Federal Reserve Economic Data), and Yahoo Finance. For informational purposes only. Not financial advice.