e.l.f. Beauty, Inc. (ELF) Stock Price & Analysis
e.l.f. Beauty, Inc. (ELF) closed at USD 114.99 on Thursday, October 22, 2026, up 1.06% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 113.78; the Oct 22, 2026 session ranged USD 111.29–114.99 on volume of 1,508,000 shares. Market capitalization is $6.79B, with a 52-week range of USD 48.82–132.37 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 10:00 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ELF.md
Key facts (ELF)
- Last four reported quarters (through Jun 30, 2026): revenue $1.76B, net income $59.6M (3.4% margin), free cash flow $280M (SEC filings).
- Valuation: P/E 113.8x (avg 86.0x at the last 3 fiscal year-ends), EV/EBITDA 33.1x, net debt $490M.
- Insider open-market sales, last ~7 months: 30 Form 4 filings, $31.6M; 20 not under a Rule 10b5-1 plan ($15.0M); 0 by opportunistic insiders, 30 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.28 on a 1–5 scale) (18 analysts), mean target USD 114.94 (range 65–137).
- Total return with dividends: 1Y -8.0% vs S&P 500 +14.9%; 5Y +276.0% vs S&P 500 +80.3%.
- Next earnings: 2026-11-04, EPS estimate USD 0.59, revenue estimate $472M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ELF)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $392M | $579M | $1.02B | $1.31B | $1.64B | $1.76B |
| Gross profit | $252M | $390M | $724M | $936M | $1.16B | — |
| Operating income | $29.8M | $68.1M | $150M | $158M | $73.6M | $127M |
| Net income | $21.8M | $61.5M | $128M | $112M | $26.3M | $59.6M |
| EPS (diluted) | $0.41 | $1.11 | $2.21 | $1.92 | $0.44 | — |
| Free cash flow | $14.7M | $100M | $62.5M | $115M | $190M | $280M |
| Gross margin | 64.2% | 67.4% | 70.7% | 71.2% | 70.7% | — |
| Operating margin | 7.6% | 11.8% | 14.6% | 12.0% | 4.5% | 7.2% |
| Net margin | 5.6% | 10.6% | 12.5% | 8.5% | 1.6% | 3.4% |
| Revenue growth | +23.3% | +47.6% | +76.9% | +28.3% | +24.6% | — |
| Cash + short-term investments | $43.4M | $121M | $108M | $149M | $290M | — |
| Total debt | $96.9M | $66.5M | $262M | $257M | $842M | — |
Fiscal years end Mar. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (ELF)
P/E 113.8x · P/S 3.9x · EV/EBITDA 33.1x · EV/Sales 4.1x · P/FCF 24.2x · P/B 5.8x · FCF yield 4.13% · Earnings yield 0.88% · Buyback yield (TTM) 1.47% · Net debt $490M · EV $7.28B
P/E at fiscal year-ends: Mar 2026 136.7x, Mar 2025 32.7x, Mar 2024 88.7x.
Insider sales (SEC Form 4, open-market, last ~7 months) (ELF)
10 of 30 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-10-15 | Franks Joshua Allen | SVP, Operations | 7,926 | $873K | 6.2% | Yes (adopted March 3, 2026) | Routine (sold in Jun each year 2023–2025; this trade is outside those months) |
| 2026-10-12 | Franks Joshua Allen | SVP, Operations | 8,366 | $920K | 6.2% | Yes (adopted March 3, 2026) | Routine (sold in Jun each year 2023–2025; this trade is outside those months) |
| 2026-10-01 | Amin Tarang | Chief Executive Officer | 47,000 | $4.9M | 3.5% | Yes (adopted November 20, 2025) | Routine (sold in Apr & Jun & Dec each year 2023–2025; this trade is outside those months) |
| 2026-09-08 | Fields Mandy J | See Remarks | 16,065 | $1.7M | 15% | Yes (adopted June 9, 2026) | Routine (sold in Apr & Jun each year 2023–2025; this trade is outside those months) |
| 2026-09-08 | Franks Joshua Allen | SVP, Operations | 200 | $22K | 0.1% | Yes (adopted March 3, 2026) | Routine (sold in Jun each year 2023–2025; this trade is outside those months) |
| 2026-09-01 | Franks Joshua Allen | SVP, Operations | 5,512 | $606K | 3.8% | Yes (adopted March 3, 2026) | Routine (sold in Jun each year 2023–2025; this trade is outside those months) |
| 2026-08-19 | Franks Joshua Allen | SVP, Operations | 5,718 | $572K | 3.8% | Yes (adopted March 3, 2026) | Routine (sold in Jun each year 2023–2025; this trade is outside those months) |
| 2026-08-18 | Levitan Lauren Cooks | Director | 1,034 | $96K | 9% | No | Routine (sold in Feb & Nov each year 2023–2025; this trade is outside those months) |
| 2026-08-04 | Marchisotto Kory | See Remarks | 12,173 | $1.1M | 6.7% | Yes (adopted March 3, 2026) | Routine (sold in Jun each year 2023–2025; this trade is outside those months) |
| 2026-07-01 | Hartnett Jennifer Catherine | Chief Commercial Officer | 25,357 | $2.0M | 46.9% | Yes (adopted June 12, 2025) | Routine (sold in Jun & Sep each year 2023–2025; this trade is outside those months) |
| 2026-07-01 | Amin Tarang | Chief Executive Officer | 50,164 | $3.9M | 4.8% | Yes (adopted June 13, 2025) | Routine (sold in Apr & Jun & Dec each year 2023–2025; this trade is outside those months) |
| 2026-06-09 | Hartnett Jennifer Catherine | Chief Commercial Officer | 4,352 | $224K | 7.5% | No | Routine (sold in Jun & Sep each year 2023–2025) |
| 2026-06-09 | Franks Joshua Allen | SVP, Operations | 3,505 | $181K | 2.3% | No | Routine (sold in Jun each year 2023–2025) |
| 2026-06-09 | Fields Mandy J | See Remarks | 4,327 | $223K | 3.9% | No | Routine (sold in Apr & Jun each year 2023–2025) |
| 2026-06-09 | Marchisotto Kory | See Remarks | 4,352 | $224K | 2.3% | No | Routine (sold in Jun each year 2023–2025) |
| 2026-06-09 | Milsten Scott | 4,162 | $214K | 2.4% | No | Routine (sold in Jun & Dec each year 2023–2025) | |
| 2026-06-04 | Hartnett Jennifer Catherine | Chief Commercial Officer | 10,318 | $536K | 15% | No | Routine (sold in Jun & Sep each year 2023–2025) |
| 2026-06-04 | Franks Joshua Allen | SVP, Operations | 6,854 | $356K | 4.3% | No | Routine (sold in Jun each year 2023–2025) |
| 2026-06-04 | Fields Mandy J | See Remarks | 8,464 | $440K | 7.1% | No | Routine (sold in Apr & Jun each year 2023–2025) |
| 2026-06-04 | Marchisotto Kory | See Remarks | 8,512 | $442K | 4.4% | No | Routine (sold in Jun each year 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (ELF)
Consensus Buy (mean 2.28 on a 1–5 scale), 18 analysts; mean target USD 114.94 (low 65, high 137).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-22 | Canaccord Genuity | Target raised | Buy | $123 → $137 |
| 2026-10-19 | JP Morgan | Target raised | Overweight | $106 → $130 |
| 2026-10-19 | Jefferies | Target raised | Buy | $100 → $132 |
| 2026-10-15 | Morgan Stanley | Target raised | Equal-Weight | $90 → $103 |
| 2026-10-14 | Citigroup | Target raised | Buy | $118 → $130 |
| 2026-10-07 | Baird | Target raised | Outperform | $105 → $120 |
| 2026-10-01 | Raymond James | Target raised | Strong Buy | $100 → $117 |
| 2026-09-17 | Bernstein | Target raised | Outperform | $121 → $127 |
| 2026-09-16 | B. Riley Securities | Target raised | Buy | $100 → $115 |
| 2026-09-15 | B of A Securities | Target raised | Buy | $100 → $118 |
| 2026-09-14 | Citigroup | Target raised | Buy | $100 → $118 |
| 2026-08-27 | Canaccord Genuity | Target raised | Buy | $110 → $123 |
Total return (dividends reinvested) (ELF)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -8.0% | +276.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -8.1% | +30.3% |
| Volatility (annualized) | 70.3% | 60.3% |
| Max drawdown | -62.4% (Oct 2025→Jun 2026) | -77.2% (Feb 2024→Jun 2026) |
ELF revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $368.0M | 76.8% | +29.3% |
| International | $111.3M | 23.2% | +61.0% |
| Total revenue | $479.4M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
ELF suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Walmart (WMT) | “We have strong relationships with our retail customers such as Target, Walmart, Amazon, Sephora and other leading retailers that have enabled us to expand distribution both domestically and internationally.” |
| Customer | Amazon (AMZN) | “We have strong relationships with our retail customers such as Target, Walmart, Amazon, Sephora and other leading retailers that have enabled us to expand distribution both domestically and internationally.” |
| Partner | ByteDance | “On January 22, 2026, ByteDance finalized a deal that resolves national security concerns and complies with the Protecting Americans from Foreign Adversary Controlled Applications Act by removing TikTok in the United States from China's control with the establishment of a majority American-owned joint venture that will secure US data.” |
Quoted from the company's 10-K filed May 21, 2026.
ELF customer concentration
In the period ended Mar 31, 2026, 4 direct customers each accounted for at least 10% (18%, 13%, 11%, 10%) of revenue, per the company's 10-K filed May 21, 2026. The company does not name them.
ELF company outlook (results filed Aug 5, 2026)
- “Fiscal 2027 Outlook – OAKLAND, California;”
Quoted word-for-word from the SEC 8-K results press release.
ELF analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.59 | $0.68 | -13.1% | $471.9M | 19 |
| Next quarter (ends Dec 2026) | $0.86 | $1.19 | -27.5% | $536.3M | 18 |
| Current fiscal year (ends Mar 2027) | $3.64 | $3.32 | +9.7% | $1.98B | 18 |
| Next fiscal year (ends Mar 2028) | $3.92 | $3.67 | +6.9% | $2.15B | 18 |
ELF options: expected move
Options price a move of about ±14.5% (±$16.65) by Nov 6, 2026, which includes earnings on Nov 4, 2026; the earnings reaction alone is priced at about ±11.6%. Over the last 8 reports the stock moved ±12.2% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 30, 2026 | 7 | 53.3% | ±6.3% |
| Nov 6, 2026 | 14 | 89.5% | ±14.5% |
| Nov 13, 2026 | 21 | 78.8% | ±15.4% |
| Nov 20, 2026 | 28 | 72.7% | ±16.3% |
| Nov 27, 2026 | 35 | 67.8% | ±16.9% |
| Dec 4, 2026 | 42 | 63.3% | ±17.3% |
| Dec 18, 2026 | 56 | 62.1% | ±19.5% |
| Jan 15, 2027 | 84 | 56.8% | ±21.8% |
30-day implied volatility 70.2% vs 32.9% realized over the last 30 trading days. Put/call ratio (volume) 0.48. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 10:00 UTC)
| Price | USD 114.99 |
|---|---|
| Change | ▲ 1.06% (up) |
| Previous Close | USD 113.78 |
| Open | USD 112 |
| Day Range | USD 111.29 – 114.99 |
| 52-Week Range | USD 48.82 – 132.37 |
| Volume | 1,508,000 shares |
| Market Cap | $6.79B |
| Exchange | NYQ |
Technical Analysis (ELF)
Nexqual's technical model rates ELF "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 23, 2026 at 10:00 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 61.27 (neutral) |
| vs SMA50 | Above (USD 103.28) |
| MACD | 3.96 (positive) |
Analyst Ratings (ELF)
Wall Street analysts rate ELF "Buy" based on 18 analysts, with a mean price target of USD 114.94 (range USD 65–137), per Nexqual as of October 23, 2026 at 10:00 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 18 |
| Mean Target | USD 114.94 |
| High Target | USD 137 |
| Low Target | USD 65 |
| Buy / Hold / Sell | 12 / 6 / 0 |
Earnings (ELF)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 0.59 |
| Revenue Estimate | $471.89M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.75 vs est 0.72 ▲ beat |
| 2026-03-31 | USD 0.32 vs est 0.29 ▲ beat |
| 2025-12-31 | USD 1.24 vs est 0.72 ▲ beat |
| 2025-09-30 | USD 0.68 vs est 0.57 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:00 UTC.
Financials & Fundamentals (ELF)
| Total Revenue | $1.76B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +35.50% |
| Gross Margin | +71.59% |
| Operating Margin | +14.31% |
| Profit Margin | +3.38% |
| ROE | +6.04% |
| Debt / Equity | 0.8 |
| Current Ratio | 2.55 |
| Total Cash | $344.24M |
| Total Debt | $929.30M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $280.16M (15.9% of revenue) |
Source: Nexqual, October 23, 2026 at 10:00 UTC.
Financial Health Score (ELF)
Nexqual rates e.l.f. Beauty, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 10:00 UTC.
| Growth | Strong — Revenue +25% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 72%, operating 14% (last 12 months) |
| Balance Sheet | Mixed — $344M cash and investments vs $834M debt (Jun 2026, SEC) |
| Cash Flow | Strong — FCF $280M (last 4 quarters to Jun 2026, SEC), 16% margin |
| Efficiency | Mixed — ROE 6%, ROA 5.1% |
Ownership (ELF)
| Insider Ownership | +2.87% |
|---|---|
| Institutional Ownership | +98.59% |
| Shares Outstanding | 59.01M |
| Float | 57.40M |
| Short % of Float | +8.21% |
Source: Nexqual, October 23, 2026 at 10:00 UTC.
Leadership (ELF)
e.l.f. Beauty, Inc. is led by Tarang P. Amin, Chairman, CEO & President, per Nexqual as of October 23, 2026 at 10:00 UTC.
| Chairman, CEO & President | Tarang P. Amin |
|---|---|
| Senior VP & CFO | Mandy J. Fields |
| Senior VP & COO | Josh Franks |
| President of e.l.f. Brands | Kory A. Marchisotto |
| Chief Technology & AI Officer | Ekta Chopra |
Major Backers & Investors (ELF)
Notable institutional backers of e.l.f. Beauty, Inc. include Baillie Gifford, JPMorgan, SmallCap World Fund Inc, according to Nexqual as of October 23, 2026 at 10:00 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Baillie Gifford | 11.95% |
| JPMorgan | 3.32% |
| SmallCap World Fund Inc | 3.32% |
| Goldman Sachs | 3.26% |
| Ensign Peak Advisors, Inc | 2.69% |
| Holocene Advisors, LP | 2.3% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 9.81% |
| Vanguard Group | 9.05% |
| State Street | 3.18% |
| Dimensional Fund Advisors | 1.89% |
Source: Nexqual, October 23, 2026 at 10:00 UTC.
From e.l.f. Beauty, Inc.'s Latest SEC 10-K Filing (filed 2026-05-21)
Key Strengths & Strategy (as disclosed to the SEC)
- We have strong relationships with our retail customers such as Target, Walmart, Amazon, Sephora and other leading retailers that have enabled us to expand distribution both domestically and internationally.
- We also rely on and use commercially reasonable measures to protect our unpatented proprietary technology, which includes our expertise and product formulations, continuing innovation and other know-how to develop and maintain our competitive position. enforcement action.
Partnerships
- Our products are sourced and manufactured through close collaboration with a network of third-party manufacturers, primarily in China, with products also sourced in the United States, Italy, South Korea and other countries.
Legal & Regulatory Risks (Item 1A, quoted)
- We are involved, and may become involved in the future, in disputes and other legal or regulatory proceedings that, if adversely decided or settled, could materially and adversely affect our business, financial condition and results of operations.
- We are, and may in the future become, party to litigation, regulatory proceedings or other disputes.
- We may be required to recall products and may face product liability claims, either of which could result in unexpected costs and damage our reputation.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| CLX | Clorox Company (The) | USD 88.66 | ▲ 4.59% |
| IPAR | Interparfums, Inc. | USD 116.07 | ▲ 2.54% |
| COTY | Coty Inc. | USD 3.21 | ▲ 5.25% |
| NWL | Newell Brands Inc. | USD 5.73 | ▲ 3.06% |
| SPB | Spectrum Brands Holdings, Inc. | USD 81.03 | ▲ 2.62% |
| CHD | Church & Dwight Company, Inc. | USD 108.86 | ▲ 3.68% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:00 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt