e.l.f. Beauty, Inc. · Perfumes, Cosmetics & Other Toilet Preparations

ELF

Low riskNext report: In 7 days (est.)

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The short version

A profitable company with growing sales. Institutions are trimming.

Going well

Sales up 36% in the latest quarter vs a year ago
Profitable every year for 10 years
Sales up 25% last year

Money moves

Insiders sold $6.6M in the last 30 days, all through pre-planned sales
Institutions cut 9.7% from their holdings in the quarter ending June 2026 (207 bought, 246 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$112.92-1.1% that day

Company value: $6.7B; Share price times all shares
Price vs profit (P/E): 112.9x; You pay about $113 for each $1 of yearly profit
Price vs sales: 3.8x; Company value is 3.8 times a year of sales
Cash vs value: 5%; Cash as a share of company value
Debt vs value: 13%; Debt as a share of company value

From ELF's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$479.4M+36% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $1.8B, up 31% from the 12 months before. Over 5 years, sales grew about 39% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of ELF. Starting points are the company's recent numbers.

Sales growth+30% a yearRecently: +31% a yearProfit margin3%Last 12 months: 3.4%P/E at the end40xToday: 112.9x. Many steady companies trade at 12x to 25xShare count change+2% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$6.5B

Profit in 5 years$196M

Price these guesses point to$120.51+6.7% vs $112.92 todayAbout +1.3% a year, before dividends

What today's price needs: with a 3% margin and a 40x P/E, sales would have to grow about 28% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/7Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.2.7%
MissDebt under half of equityNot relying on borrowed money.0.73x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.1.6%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$190.1M
MissShare count not growingNot diluting owners. Falling means buybacks.+7.3% in 3 years
PassGross margin 40%+Pricing power: sells for well above what it costs to make.70.7%

Revenue: $1.6B; +24.6% vs prior year
5-year growth: +38.8%/yr; revenue, per year
Total debt: $849.2M; 0.73x equity
Current ratio: 2.76x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Aug 5

Revenue: $479.4M; +35.5% YoY
EPS: $1.12; vs $0.58
Op. margin: 21.4%; +7.6 pts
Gross margin: 83.2%; +14.1 pts
Free cash flow: $110.2M
Share count: +3.6%; vs a year ago

Insider rating

Last 90 days

43Mixed

Pre-planned sales of $6.6M (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 2.3
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Distributing-9.7%

Institutions cut 9.7% from their holdings. 207 bought, 246 sold. 2 quarters of net selling in a row.

Shares held by institutions51.8M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+2.7%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

0.7x · $834.2M debt

Shares outstandingLatest reported

59M

Earnings reports

Last 12

Next reportIn 7 days (est.)Estimated from the same quarter last year

Results filedAug 5
Results filedMay 20
Results filedFeb 4
Results filedNov 5, 2025
Results filedAug 6, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

5%+ holder update (passive)Aug 4 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$6.6M2 insiders, 3 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Joshua Allen FranksSVP, Operations	Sell	8K	$110.15	$873K	119K	Oct 15Filing ↗
-6.2% of their holdings Pre-planned sale (10b5-1) Filed 4 days after
Joshua Allen FranksSVP, Operations	Sell	8K	$110.01	$920K	127K	Oct 12Filing ↗
-6.2% of their holdings Pre-planned sale (10b5-1) Filed 2 days after
Tarang AminChief Executive Officer	Sell	47K	$103.31	$4.9M	134K	Oct 1Filing ↗
-25.9% of their holdings $102.84 to $105.01 across 3 trades Pre-planned sale (10b5-1) Also Director Filed 4 days after