ELF Stock Analysis — e.l.f. Beauty
Sector: Consumer staples
AI Verdict
e.l.f. trades at 19.9x next year's earnings with 63.6% EPS growth expected—this is cheap for the growth you're getting if their digital-first, viral brand engine keeps delivering.
Competitive Moat
e.l.f. Beauty leverages a digital-first, influencer-driven model to reach Gen Z and millennial consumers directly, bypassing traditional retail gatekeepers. Their moat is built on rapid product cycle innovation and viral marketing, creating brand stickiness and high engagement at a lower cost than legacy beauty brands.
Summary
e.l.f. is notable for its 63.6% expected EPS growth next year, outpacing most of the consumer staples sector.
Where It Stands
Shares are up 16.7% on trailing revenue growth, with a forward P/E of 19.9x versus the sector median of 20x and a neutral PEG of 0.51, while the current P/E of 32.6x is well above staples norms.
Key Metrics
- Trailing P/E: 32.6x
- Forward P/E: 19.9x
- PEG Ratio: 0.51
- Earnings Growth: +0.6%
- Revenue Growth: +0.2%
- 52-Week High: $150.99
- 52-Week Low: $58.05
Analyst Consensus
15 Buy · 6 Hold · 0 Sell (21 analysts)
Bull Case
With forward EPS expected to jump 63.6% and a forward P/E of just 19.9x, the stock is cheap for the growth on offer compared to the sector.
Bear Case
If the P/E reverts from 32.6x toward the sector median of 20x without growth materializing, shares could see a 39% valuation haircut.
Catalyst to Watch
Watch for quarterly earnings surprises or viral product launches, as either could confirm or challenge the high EPS growth forecast.