| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 20 | 115.2x | 17.3x | Bottom tier | |
Growth | 77 | 31.2% | 7.1% | Top tier | |
Quality | 81 | 6.4% | 4.5% | Top tier | |
Safety | 67 | 2.7x | 2.6x | Top tier | |
Capital Return | 32 | 0.00% | 0.06% | Bottom tier | |
Momentum | 74 | -25.0% | -1.6% | Top tier | |
Sentiment | 62 | 14 | 3 | Around median |
10-year US Treasury yield 4.96% as of 2026-10-22. Estimates computed from company data and analyst targets, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
e.l.f. Beauty manages a portfolio of cosmetics, skincare, and haircare brands that includes e.l.f. Cosmetics, e.l.f. SKIN, Naturium, rhode, and e.l.f. Hair. The company relies on relatively low-priced products, with e.l.f. Cosmetics products averaging about 7 dollars, compared with more than 10 dollars for traditional mass-market brands and more than 30 dollars for prestige brands, and supports sales through rapid innovation, digital marketing, and distribution through retailers such as Target, Sephora, Boots, and Dollar General.
Revenue had become more diversified through the first quarter of fiscal 2027; the contribution from non-e.l.f. brands increased from less than 1% to more than 30% over three years, the share of skincare rose from 10% to nearly 25%, and digital penetration reached 30% versus 18%. International markets also accounted for 21% of net sales, while rhode generated about 160 million dollars in quarterly sales, or nearly one-third of total quarterly net sales.
In the first quarter of fiscal 2027, net sales increased 36% to 479.4 million dollars, with U.S. sales growing 29% and international sales growing 61%. Gross margin reached 83%, an increase of 1,400 basis points, but 1,050 basis points of the improvement came from a 50 million dollar IEEPA tariff refund; excluding this effect, the margin increased by about 350 basis points. Adjusted net income was 105 million dollars, adjusted diluted earnings per share were 1.75 dollars, and adjusted earnings before interest, taxes, depreciation, and amortization increased 93% to 168 million dollars, or 36% excluding the tariff refund.
The average analyst price target is 91.27 dollars, within a wide range of 59 to 123 dollars, and the consensus rating is Buy. The average target is about 40% below the 52-week range high of 150.99 dollars, while the breadth of the range from 48.82 to 150.99 dollars reflects substantial disagreement over the sustainability of rhode's growth and the recovery in organic growth. The data does not present a valid price-to-earnings ratio, which is important because fiscal 2026 net income was only 26.3 million dollars despite revenue of 1.6 billion dollars, and because a significant portion of the improvement in first-quarter fiscal 2027 earnings was associated with a nonrecurring tariff refund.
Figures in the text are as of 2026-08-30; the live price is shown at the top of the page.
Net sales increased 36% to 479.4 million dollars, and rhode contributed approximately 160 million dollars following strong retail demand and a record summer launch through rhodeskin.com. International sales grew 61% and U.S. sales grew 29%, while pricing and product mix added approximately 39 percentage points to growth. In contrast, unit volume declined by about 3 percentage points, and organic sales excluding the impact of rhode were down by a high-single-digit percentage.
Management expects net sales growth of 18%–20%, after raising the range from 12%–14% on August 5, 2026. It expects adjusted earnings before interest, taxes, depreciation, and amortization of between 401 and 407 million dollars and adjusted net income of between 212 and 215 million dollars. It also expects adjusted diluted earnings per share of between 3.50 and 3.55 dollars and organic growth of between 6% and 7%.
rhode added approximately 160 million dollars to first-quarter fiscal 2027 sales, and management expects it to contribute about 13 percentage points to full-year fiscal sales growth. Its summer launch generated 27 million dollars in direct sales in one day, with 90 thousand new customers and more than 70% of sales coming from existing customers. In September 2026, the brand is scheduled to launch at Sephora in 19 European countries, while it was available in less than 20% of Sephora stores globally at the time of the August 5, 2026 call.
Automated analysis for informational purposes only — not investment advice.
Gross margin reached 83% in the first quarter of fiscal 2027 and increased 1,400 basis points year over year. About 1,050 basis points of the improvement came from a 50 million dollar IEEPA tariff refund, while the improvement excluding this effect was approximately 350 basis points. The company plans to reinvest the entire refund between the second quarter and the fourth quarter and expects its net impact on adjusted earnings before interest, taxes, depreciation, and amortization for fiscal 2027 to be zero.
The company expanded its price-reduction test to the majority of e.l.f. products in May before the August 5, 2026 call, then concluded that 90% of products were appropriately priced. It kept about 10% of products at lower prices after they showed stronger unit movement; for example, units of skin tint products initially increased 40% and then between 60% and 80%. This move is supported by fall 2026 innovations such as Main Stain Lip Marker priced at 5 dollars and Sheer For It Blush Tint priced at 5 dollars.
The company entered haircare in June 2026 through e.l.f. Hair, a collection of six products, none priced above 10 dollars, sold exclusively at Target during fiscal 2027. Management said about half of initial buyers were new to e.l.f. and that the launch results exceeded its expectations. In skincare, e.l.f. SKIN holds only a 2% share of the mass market versus 13% for the leading brand, with expansion at Dollar General planned for fall 2026.