Kaskela Law is investigating whether Clearwater Analytics' board breached fiduciary duties by agreeing to a $24.55 per share buyout, which is 40% below analyst price targets of over $35 per share. The firm alleges significant conflicts of interest in the transaction and encourages shareholders to contact them to preserve legal rights.
e.l.f. Beauty, Inc. (ELF)
Common Stock · Currency in USD · XNYS
e.l.f. Beauty Inc is a multi-brand beauty company that offers inclusive, accessible, clean, vegan, and cruelty-free cosmetics and skin care products. The Company's mission is to make beauty accessible to every eye, lip, face, and skin concern. The company offers cosmetic accessories for women, which include eyeliner, mascara, false eyelashes, lipstick, foundation for the face, moisturizer, cleanser, and other tools through its stores and e-commerce channels.
Company Info
SIC2844
Composite FIGIBBG00DQ6VYP3
CIK0001600033
IPOSep 22, 2016
Sectorperfumes, cosmetics & other toilet preparations
Highlights
Market Cap$3.61B
EPS$2.64
P/E Ratio22.93
Revenue$1.67B
Gross Profit$1.39B
Net Income$157.50M
Employees633
WSO59,052,239
Phone(510) 778-7787
Websitehttps://www.elfcosmetics.com
Related Tickers
Analysis
Share Price Chart
Performance Chart
The chart shows the growth of an initial investment of $10,000 in e.l.f. Beauty, Inc., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Returns By Period
e.l.f. Beauty, Inc. (ELF) has returned -20.31% so far this year and 19.69% over the past 12 months. Looking at the last ten years, ELF has achieved an annualized return of 9.81%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
ELF
1M-22.93%
6M-55.20%
YTD-20.31%
1Y19.69%
5Y16.91%
10Y9.81%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of e.l.f. Beauty, Inc. (ELF) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 10.74% | 8.21% | -31.57% | -0.96% | ||||||||
| 2025 | -21.12% | -25.85% | -11.24% | -3.94% | 80.85% | 10.15% | -2.07% | 5.40% | 9.98% | -7.39% | -37.72% | 1.45% |
| 2024 | 12.67% | 29.12% | -6.65% | -17.07% | 15.69% | 12.08% | -20.01% | -13.54% | -25.83% | -3.46% | 22.42% | -2.95% |
| 2023 | 2.46% | 30.25% | 9.70% | 13.34% | 11.61% | 9.09% | 1.71% | 19.58% | -21.04% | -16.06% | 29.09% | 20.29% |
| 2022 | -11.12% | -10.22% | -1.45% | -6.89% | 9.10% | 15.30% | 10.41% | 13.62% | -0.87% | 13.81% | 26.20% | 0.77% |
| 2021 | -14.03% | 17.99% | 1.94% | 12.87% | -7.41% | -3.52% | 1.10% | 11.61% | -6.44% | 10.39% | -7.38% | 8.00% |
| 2020 | -3.39% | 1.53% | -38.88% | 35.58% | 35.60% | 9.72% | -6.30% | 9.41% | -7.03% | 9.92% | 7.15% | 14.50% |
| 2019 | -1.52% | -5.36% | 32.50% | 20.21% | -20.58% | 38.78% | 16.26% | -2.45% | 7.42% | -3.72% | -1.84% | -2.83% |
| 2018 | -8.50% | -10.22% | 4.93% | -6.10% | 4.37% | -19.28% | -5.31% | -3.68% | -8.29% | -16.85% | 19.48% | -32.82% |
| 2017 | -13.45% | 10.76% | 3.60% | -5.51% | -11.31% | 11.02% | -6.80% | -18.54% | 8.94% | -6.28% | 4.28% | 1.50% |
| 2016 | 17.17% | -8.94% | 22.36% | -8.62% |
Performance Indicators
The charts below present risk-adjusted performance metrics for e.l.f. Beauty, Inc. (ELF) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of ELF compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current e.l.f. Beauty, Inc. volatility is 4.04%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 1.25B | 1.13B | 595.60M | 494.63M | 487.39M | 453.10M | 435.86M | 417.24M | 414.73M |
| Temporary Equity Attributable To Parent (USD) | - | - | - | - | - | - | - | - | - |
| Temporary Equity (USD) | - | - | - | - | - | - | - | - | - |
| Equity Attributable To Parent (USD) | 760.86M | 642.57M | 411.02M | 312.43M | 269.65M | 242.17M | 229.33M | 193.86M | 140.86M |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - | - | - | - | - | - |
| Equity (USD) | 760.86M | 642.57M | 411.02M | 312.43M | 269.65M | 242.17M | 229.33M | 193.86M | 140.86M |
| Noncurrent Liabilities (USD) | 310.26M | 187.56M | 76.61M | 117.19M | 144.42M | 159.81M | 163.51M | 172.02M | 193.60M |
| Other Current Liabilities (USD) | 82.08M | 200.62M | 63.45M | 34.26M | 46.83M | 29.19M | 20.55M | 20.59M | 35.22M |
| Wages (USD) | 22.80M | 17.42M | 13.10M | 11.53M | 10.81M | 9.54M | 1.98M | 4.00M | 7.11M |
| Accounts Payable (USD) | 72.18M | 81.08M | 31.43M | 19.23M | 15.70M | 12.39M | 20.48M | 26.78M | 37.94M |
| Current Liabilities (USD) | 177.06M | 299.12M | 107.98M | 65.02M | 73.33M | 51.12M | 43.02M | 51.36M | 80.27M |
| Liabilities (USD) | 487.32M | 486.68M | 184.58M | 182.20M | 217.75M | 210.93M | 206.53M | 223.38M | 273.87M |
| Other Non-current Assets (USD) | 471.13M | 413.10M | 206.36M | 204.86M | 209.19M | 201.16M | 173.54M | 169.68M | 159.67M |
| Intangible Assets (USD) | 207.70M | 225.09M | 78.04M | 86.16M | 94.29M | 102.41M | 98.77M | 105.88M | 113.00M |
| Fixed Assets (USD) | 28.79M | 13.97M | 7.87M | 10.58M | 13.77M | 17.17M | 21.80M | 18.04M | 17.15M |
| Noncurrent Assets (USD) | 707.62M | 652.17M | 292.28M | 301.60M | 317.25M | 320.74M | 294.11M | 293.60M | 289.83M |
| Other Current Assets (USD) | 353.39M | 285.59M | 222.00M | 108.53M | 113.33M | 86.15M | 95.40M | 60.97M | 55.51M |
| Inventory (USD) | 187.17M | 191.49M | 81.32M | 84.50M | 56.81M | 46.21M | 46.34M | 62.68M | 69.40M |
| Current Assets (USD) | 540.56M | 477.08M | 303.33M | 193.03M | 170.14M | 132.36M | 141.74M | 123.64M | 124.90M |
| Assets (USD) | 1.25B | 1.13B | 595.60M | 494.63M | 487.39M | 453.10M | 435.86M | 417.24M | 414.73M |
News and Insights
Kaskela Law is investigating three major buyout transactions—European Wax Center at $5.80/share, Clearwater at $24.55/share, and e.l.f. Beauty—to determine if board members breached fiduciary duties or securities laws. The firm alleges significant conflicts of interest and potentially unfair pricing, noting that European Wax's buyout price is over 150% below analyst price targets.
The article recommends two undervalued consumer stocks: e.l.f. Beauty, trading at a cheap valuation with a PEG ratio below 0.4, benefits from its Rhode skincare brand acquisition and expanding Sephora distribution. Jakks Pacific, trading at a forward P/E under 6.5x, is positioned to capitalize on strong children's movie releases and improved operational discipline under new CFO leadership.
e.l.f. Beauty stock has lost two-thirds of its value since 2024 highs, trading at lower valuation multiples than its historical averages. While the company continues to grow revenues through market expansion, earnings have become unreliable due to rising tariffs impacting its import-driven model, with profit margins declining 33% over three years. The stock remains relatively expensive on an absolute basis compared to the S&P 500, making it suitable only for aggressive growth investors willing to wait for consistent earnings improvement.
The article recommends e.l.f. Beauty and MercadoLibre as two growth stocks with potential to double investors' money. E.l.f. Beauty is expanding through new products, markets, and the acquisition of luxury brand Rhode, with strong Q3 FY2026 earnings showing 38% revenue growth. MercadoLibre, a Latin American e-commerce giant, reported 49% year-over-year revenue growth and is expanding its fintech segment with 72 million monthly active users. Both stocks are trading below their three-year average P/E ratios, presenting buying opportunities.
Jon Quast explains his recent purchase of e.l.f. Beauty stock, citing the company's strong 22% expected net sales growth, successful price increase while maintaining low-cost leadership position, and attractive valuation after a 60% decline from all-time highs. Despite temporary headwinds from tariffs and a $1 billion acquisition, the company remains profitable and growing.
E.l.f. Beauty and On Holding are two fast-growing consumer brands that have experienced significant stock price declines (67% and 29% respectively from recent highs) despite strong business fundamentals. E.l.f. Beauty is scaling rapidly with 38% year-over-year sales growth and expanding market share in cosmetics and skincare, while On Holding maintains pricing power with 35% sales growth driven by premium footwear demand. Both stocks now trade at attractive valuations (forward P/E of 24 and 26 respectively) for their growth rates.
e.l.f. Beauty reported strong fiscal Q3 results with 38% sales growth and 68% EPS growth, beating analyst estimates, and raised full-year guidance. Despite excellent results, the stock experienced an intraday reversal and declined. The author views this as a buying opportunity, citing the company's undervaluation at a forward P/E of 22x and PEG ratio of 0.4, with Rhode brand expansion still in early stages.
e.l.f. Beauty has achieved 27 consecutive quarters of year-over-year sales growth by positioning itself as a low-cost alternative to high-end and mass-market makeup brands. The company is profitable and focused on international expansion, making it suitable for long-term growth investors. While facing near-term headwinds from tariffs and inflation, the company is well-positioned to benefit from cost-conscious consumers.
e.l.f. Beauty stock has surged 17% in early 2026 after plummeting 40% in 2025 due to tariff concerns. Despite tariff-related margin pressures, the company reported 14% sales growth in its most recent quarter with resilient demand for low-priced items. Analysts suggest the stock could rally further if courts rule tariffs illegal, and the company remains an attractive long-term investment at 27x forward earnings.