e.l.f. Beauty (ELF)
Consumer Staples · Multi-brand color cosmetics and skincare
An inclusive, accessible beauty company offering clean, vegan, cruelty-free cosmetics and skincare across multiple owned brands distributed through mass and specialty retail.
What e.l.f. Beauty does
e.l.f. Beauty is a multi-brand beauty company offering inclusive, accessible, clean, vegan and cruelty-free cosmetics and skincare products. The company's portfolio includes e.l.f. Cosmetics, e.l.f. SKIN, Naturium, Well People, Keys Soulcare, and rhode. Its products are distributed through leading online and retail channels including Target, Walmart, Ulta Beauty, and Amazon, with significant sourcing and manufacturing operations in China.
Themes: ["Clean beauty","Vegan cosmetics","Cruelty-free beauty","Inclusive beauty","Multi-brand beauty platform","Mass market beauty","E-commerce beauty"]
Fundamentals
- Price$75.76 as of 2026-07-09 close
- Market cap$4.6B as of 2026-07-10
- 1-year return-35.6% as of 2026-07-09 close
- P/E173.84 as of 2026-07-10
- Net margin+1.6% as of 2026-07-10
- Gross margin+70.7% as of 2026-07-10
- ROE+2.5% as of 2026-07-10
- Debt / equity0.74 as of 2026-07-10
- Revenue growth (YoY)+24.6% as of 2026-07-10
- Revenue CAGR (3y)+41.4% SEC XBRL
- Beta1.59 as of 2026-07-10
Dividend: 1-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Highly competitive beauty industry with large multinational competitors having superior financial and marketing resources","Significant exposure to China tariffs (25% baseline tariff since 2019, additional tariffs announced 2025) with potential supply chain disruptions and pricing pressure","Dependency on limited number of major retailers (Target, Walmart, Ulta Beauty, Amazon) for large portion of net sales"]
Competitors & peers
- Estée Lauder (EL)
- Revlon
- Coty (COTY)
- Ulta Beauty (ULTA)
- Amazon Beauty
- Unilever beauty brands
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.