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NEW YORK STOCK EXCHANGE, INC. · Consumer products · CIK 0001600033
$114.74
+1.11% · delayed ~15 min
Last price from Oct 20, 2026
$6.78B market value
From e.l.f. Beauty, Inc.'s FY2026 10-K, filed May 21, 2026 · read the filing
e.l.f. Beauty makes soap, cleaning and personal care products. It took in $1.64B last year, which makes it a mid-sized company. Of every dollar it sells, about 2 cents is left as profit.
The financial picture is led by growth, debt and accounting, with profitability worth watching.
A conclusion from the filings, not a recommendation. Detailed figures and supporting evidence appear in their dedicated sections below.
Recent open-market selling by Franks Joshua Allen, not under a pre-arranged plan.
$22.0K sold in the last 120 days · Read the filing
These are things the company filed or that a published model flagged — not predictions, and not a reason on their own to buy or sell anything.
Financial health
Strong finances across the board.
From e.l.f. Beauty, Inc.'s FY2026 annual filing · share price scored separately
Largest year-over-year changes in FY2026
Operating income
$158.0M → $73.6M
Profit
$112.1M → $26.3M
Free cash flow
$115.3M → $190.1M
Earnings per share
$2.01 → $0.45
Measured against FY2025, from the 10-K filed May 21, 2026
Deteriorated: -53.4%
$158.0M to $73.6MCritical
Why it matters: Profit from running the business, before interest and tax. Less exposed than profit to one-off financing and tax items, so a clearer read on the business itself.
Deteriorated: -76.5%
$112.1M to $26.3MCritical
Why it matters: Profit swings far more than sales do, and one-off items — a legal settlement, a tax charge, an asset sale — move it without the underlying business changing.
How the latest move compares (quote delayed ~15 min), and what was published around it
ELF rose 1.11% on the latest quote. The average Consumer Staples company tracked here moved +4.05%, and the S&P 500 −1.04%. That is 2.9 points below its sector and 2.2 points above the market.
Expectations
Not from the filings — what other people are betting on, and what the price already assumes.
The growth rate someone buying today is paying for, against what the company has delivered
At today's price, the market is paying for free cash flow to grow by about 14% a year for the next 10 years. Over the last 11 years it grew by about 26% a year.
The essentials
Each answered from the filings, with the numbers behind it.
Yes. It keeps about 2 cents of every dollar of sales as profit, earning $26.3M last year.
Yes, quickly. Sales grew 24.6% last year.
No. At its current cash flow it could clear its debt in about 2.7 years. For every $1 it owes, it owns $1.89 in assets.
Core operating and valuation reference metrics
Income
This company pays no dividend. It keeps its profits and reinvests them in the business instead, so any return would have to come from the share price.
Figures from the FY2026 annual filing
Last year it earned $26.3M and generated $212.5M of cash from operations.
Reported annual figures
As reported to the SEC, in USD. Hover or show sources to see where each figure came from.
| Income statement | FY202610-K · May 21, 2026Filing for FY2026 | FY202510-K · May 29, 2025Filing for FY2025 | FY202410-K · May 29, 2025Filing for FY2024 | FY202310-K · May 29, 2025Filing for FY2023 | FY202210-K · May 25, 2023Filing for FY2022 | ChangeFY2026 vs FY2025 |
|---|---|---|---|---|---|---|
| RevenueWhat is this? | $1.64B | $1.31B | $1.02B | $578.8M | $392.2M | +24.6% |
| Cost of revenue | $479.1M | $377.8M | $299.8M | $188.4M | $140.4M | +26.8% |
| Gross profit | $1.16B | $935.7M | $724.1M | $390.4M | $251.7M | +23.7% |
| Gross marginGross profit ÷ revenueWhat is this? | 70.7% | 71.2% | 70.7% | 67.4% | 64.2% | −0.5 pts |
| Selling, general and administrative | $1.03B | $777.7M | $574.4M | $322.3M | $221.9M | +31.9% |
| Operating income | $73.6M | $158.0M | $149.7M | $68.1M | $29.8M | −53.4% |
| Operating marginOperating income ÷ revenueWhat is this? | 4.5% | 12.0% | 14.6% | 11.8% | 7.6% | −7.5 pts |
| Income before tax | $40.5M | $145.5M | $141.0M | $64.1M | $25.4M | −72.2% |
| Net income | $26.3M | $112.1M | $127.7M | $61.5M | $21.8M | −76.5% |
| Net marginNet income ÷ revenueWhat is this? | 1.6% | 8.5% | 12.5% | 10.6% | 5.6% | −6.9 pts |
| Earnings per shareNet income ÷ shares outstanding at the period end — close to, but not the same as, the reported EPSWhat is this? | $0.4454 | $2.01 | $2.30 | $1.14 | $0.4167 | −77.9% |
† calculated from other reported figures, such as total liabilities as assets minus equity.
This company's latest filing beside its peers' stored scores
| Company | Health | F-Score | Revenue growth | Profit margin | P/E | Debt to equity |
|---|---|---|---|---|---|---|
| ELFe.l.f. Beauty, Inc. · this page | 9.0/10 | 3/9 | 24.6% |
Insider activity, ownership stakes and what's coming — straight from EDGAR, before any article is written about it
Officers, directors and major shareholders must report within two business days of a trade.
Sold on the open market — 7,926 shares at $110.15 ($873.1K)
Holds 119,005 shares after this filing.
Sold on the open market
20 recent filings, newest first. Each is labelled from its form and item numbers, not from its wording.
Held a shareholder vote
Read the filingQuarterly report for Q1 FY2027
Revenue +35.5% · Operating margin +7.6 pts · Gross profit +63.1% — against Q1 FY2026
Read the filingWrite down why you are following e.l.f. Beauty, Inc., what has to go right and what would change your mind, then see each new annual report measured against it. Sign in to start one.
Go deeper
Every figure above traces back to a filing in the timeline, each linked to the document itself.
The 8 subsidiaries named in its 10-K, incorporated across 3 places. A filer lists the significant ones and may leave the rest out, so this is the floor rather than the full count.
Every company's figures are checked for internal consistency: the balance sheet adding up, figures sharing one currency, cash flow and share counts within plausible ranges, and how recent the latest annual report is. Nothing here changes a figure.
Financial figures are from ELF's 10-K for fiscal year 2026 (period ending 2026-03-31, filed May 21, 2026), reported under the US GAAP taxonomy. View the source filing.
4 of 4 scored areas had enough reported figures to judge
The score averages profitability, growth, debt and accounting. All four had enough reported figures. Cash generation is shown for context and already feeds profitability. Valuation is scored separately, because a share price says nothing about whether the business is sound. 9 of the 9 Piotroski checks could be evaluated. How the score works
Each year scored only from its annual report as it was first filed
| Fiscal year | Health | F-Score | Scored from |
|---|---|---|---|
| FY2026 | 9.0 | 3/9 | 10-K, filed May 21, 2026 |
| FY2025 | 9.0 | 7/9 | 10-K, filed May 29, 2025 |
| FY2024 | 8.0 | 4/9 | 10-K, filed May 23, 2024 |
| FY2023 | 10.0 | 7/9 | 10-K, filed May 25, 2023 |
| FY2022 | 7.0 | 7/9 | 10-K, filed May 26, 2022 |
| FY2021 | 6.0 | 6/9 | 10-K, filed May 27, 2021 |
A later restatement never reaches back into an earlier year, and every year is scored without a share price, so the latest point can differ a little from the headline score, which uses today's price.
Every check behind the three models, and what each one tests
3 of 9 checks passed
Nine yes-or-no tests of whether this year's finances improved on last year's.
4.14
In the safe zone
For this model, above 2.99 is safe and below 1.81 is distress.
Distance from bankruptcy, from a model fitted on companies that did and did not go bust. It describes a balance sheet's shape today; it does not forecast a failure.
-2.59
Below the threshold — nothing unusual flagged
Scores above -1.78 are the ones the model associates with earnings manipulation.
Screens eight accounting ratios for the pattern earnings manipulators tend to leave. A flag is a reason to read the filing closely, never evidence of wrongdoing.
Every figure above comes from the FY2026 filing as filed with the SEC.
Improved: +64.8%
$115.3M to $190.1MCritical
Why it matters: Cash left after paying for the plant that produced it — the money genuinely available for dividends, buybacks or paying down debt. Harder to flatter than profit.
Deteriorated: -77.9%
$2.01 to $0.45Critical
Why it matters: Profit divided by the shares in issue at the period end, so it sits close to but not on the company's own reported figure. It can rise with no growth in profit when the company buys back stock — read it beside the share count.
Deteriorated: +227.9%
$256.7M to $841.7MCritical
Why it matters: Rising debt is not automatically bad — borrowing to build something that earns more than the interest is ordinary. It matters when it grows faster than the profit meant to service it.
Improved: +94.8%
$148.7M to $289.7MCritical
Why it matters: A falling cash pile is only a warning if the company is consuming it. Paying down debt, buying back stock and paying a dividend all reduce cash by choice.
Improved: +24.6%
$1.31B to $1.64BSignificant
Why it matters: Sales are what everything else is built on. A fall can be lost customers, lower prices, or a business the company sold — the filing itself says which.
Improved: +23.7%
$935.7M to $1.16BSignificant
Why it matters: What is left of sales after the direct cost of producing them. It normally moves with revenue, so a move out of step with revenue is the part worth noticing.
Deteriorated: −7.5 pts
12.0% to 4.5%Significant
Why it matters: What survives each sale after running the business. A falling operating margin beside a steady gross margin points at overheads — wages, marketing, research — rather than pricing.
Deteriorated: −6.9 pts
8.5% to 1.6%Significant
Why it matters: What survives to the very end of each sale. Worth reading beside revenue: growing sales on a shrinking margin means the company is buying its growth.
Deteriorated: +6.0%
55.7M to 59.1MSignificant
Why it matters: New shares divide the same company into more pieces, so each existing holding owns slightly less of it. Often pay for staff or an acquisition rather than anything wrong.
Changed: +21.2%
$18.5M to $22.4MSignificant
Why it matters: Neither good nor bad on its own. Heavy spending is a company building capacity or a company struggling to stand still, and the two look identical in this figure.
Q1 FY2027 against Q1 FY2026, from the 10-Q filed Aug 6, 2026 — read it.
Improved: +63.1%
$244.5M to $398.8MCritical
Why it matters: What is left of sales after the direct cost of producing them. It normally moves with revenue, so a move out of step with revenue is the part worth noticing.
Improved: +110.3%
$48.7M to $102.4MCritical
Why it matters: Profit from running the business, before interest and tax. Less exposed than profit to one-off financing and tax items, so a clearer read on the business itself.
Improved: +99.9%
$33.3M to $66.6MCritical
Why it matters: Profit swings far more than sales do, and one-off items — a legal settlement, a tax charge, an asset sale — move it without the underlying business changing.
Improved: +14.1 pts
69.1% to 83.2%Critical
Why it matters: What survives each sale before overheads. Falling gross margin usually means the company is discounting or its input costs rose — it is the earliest place pricing pressure shows.
Improved: +447.4%
$20.1M to $110.2MCritical
Why it matters: Cash left after paying for the plant that produced it — the money genuinely available for dividends, buybacks or paying down debt. Harder to flatter than profit.
Improved: +92.5%
$0.59 to $1.13Critical
Why it matters: Profit divided by the shares in issue at the period end, so it sits close to but not on the company's own reported figure. It can rise with no growth in profit when the company buys back stock — read it beside the share count.
Deteriorated: +225.0%
$256.7M to $834.2MCritical
Why it matters: Rising debt is not automatically bad — borrowing to build something that earns more than the interest is ordinary. It matters when it grows faster than the profit meant to service it.
Improved: +102.5%
$170.0M to $344.2MCritical
Why it matters: A falling cash pile is only a warning if the company is consuming it. Paying down debt, buying back stock and paying a dividend all reduce cash by choice.
Changed: -79.8%
$7.1M to $1.4MCritical
Why it matters: Neither good nor bad on its own. Heavy spending is a company building capacity or a company struggling to stand still, and the two look identical in this figure.
Improved: +35.5%
$353.7M to $479.4MSignificant
Why it matters: Sales are what everything else is built on. A fall can be lost customers, lower prices, or a business the company sold — the filing itself says which.
Improved: +7.6 pts
13.8% to 21.4%Significant
Why it matters: What survives each sale after running the business. A falling operating margin beside a steady gross margin points at overheads — wages, marketing, research — rather than pricing.
Improved: +4.5 pts
9.4% to 13.9%Significant
Why it matters: What survives to the very end of each sale. Worth reading beside revenue: growing sales on a shrinking margin means the company is buying its growth.
Deteriorated: +3.9%
56.7M to 58.9MNotable
Why it matters: New shares divide the same company into more pieces, so each existing holding owns slightly less of it. Often pay for staff or an acquisition rather than anything wrong.
1 other measure barely moved. Figures compare the two most recent annual filings — read the latest one. Moves are graded on fixed lines — 5%, 15% and 40% for amounts, and 1, 3 and 8 points for margins — as notable, significant or critical. Nothing here reads the management commentary, which is where a company explains its own numbers.
These coincide with the move in time. None is presented as its cause: a price can move on news that names no company, on the wider market, or on trading that no document records.
Filter by minute, hour, day or week — or compare against peers
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Discounted at 8%–10% a year, with growth settling to 2.5% after 10 years. Those rates are ordinary choices, not measurements: across that range the assumed growth works out between 12% and 17%. This describes what the price implies — it is not a forecast, and not a view on whether the price is right.
Opinions from 23 analysts covering this company, as of . Their views, not this site's.
Of 23 analysts publishing on this company, 8 say strong buy, 8 say buy and 7 say hold. Analysts are paid to publish a view and are wrong often; the split above says how much they agree with each other, which is the part a single headline rating hides.
Published by Finnhub. Analyst coverage skews towards larger companies and towards optimism — sell ratings are rare across the whole market, so a company with none is ordinary rather than endorsed.
Measured on and published about a week later — this is a fortnightly snapshot, not a live position.
About 7.0% of this company's shares have been borrowed and sold by people expecting to buy them back cheaper. That is a bet the price falls. Those people can be wrong, and when a heavily shorted share rises they have to buy it back, which pushes it up further.
Collected by FINRA from broker-dealers twice a month. It counts positions, not intentions, and some of it is hedging rather than a directional bet against the company.
Nothing in this section is a figure this company reported about itself. These are expectations and positions — what the price implies, what analysts have published, what short sellers are betting, and what large funds held at the last count. WylthIQ reports them; it does not endorse them, does not forecast prices, and takes no view on whether any of them will turn out to be right.
The trailing P/E is 47.7x — a high multiple relative to the current trailing profit.
Nothing unusual. Its accounting patterns look like those of companies that report earnings straightforwardly.
| 1.6% |
| 257.62x |
| 1.12x |
| ELESTEE LAUDER COMPANIES INC | 7.0/10 | 8/9 | 5.0% | 1.2% | 214.43x | 4.19x |
|---|
| COTYCOTY INC. | 4.0/10 | 5/9 | -1.5% | -10.4% | — | 2.28x |
|---|
| Median of peers | 5.5/10 | — | 1.8% | -4.6% | 214.43x | 3.24x |
|---|
Peers come from the company's industry classification. A difference describes the companies; it does not rank them.
Holds 126,931 shares after this filing.
Exercised stock options — 71,000 shares at $26.84 ($1.9M)
Holds 181,496 shares after this filing.
Sold on the open market — 23,072 shares at $102.84 ($2.4M)
Holds 158,424 shares after this filing.
Sold on the open market — 21,902 shares at $103.66 ($2.3M)
Holds 136,522 shares after this filing.
Sold on the open market — 2,026 shares at $105.01 ($212.7K)
Holds 134,496 shares after this filing.
Sold on the open market — 7,965 shares at $103.83 ($827.0K)
Holds 98,996 shares after this filing.
Sold on the open market — 4,650 shares at $104.73 ($487.0K)
Holds 94,346 shares after this filing.
Sold on the open market — 2,850 shares at $105.65 ($301.1K)
Holds 91,496 shares after this filing.
Sold on the open market — 600 shares at $106.61 ($64.0K)
Holds 90,896 shares after this filing.
Gifted shares — 3,300 shares
Holds 135,497 shares after this filing.
Sold on the open market — 200 shares at $110.00 ($22.0K)
Holds 135,297 shares after this filing.
Sold on the open market — 5,512 shares at $110.00 ($606.3K)
Holds 138,797 shares after this filing.
Gifted shares — 20,836 shares
Holds 110,496 shares after this filing.
Gifted shares — 20,836 shares
Holds 20,836 shares after this filing.
Reported another kind of transaction — 20,836 shares
Holds 0 shares after this filing.
Reported another kind of transaction — 20,836 shares
Holds 520,126 shares after this filing.
Reported another kind of transaction — 20,326 shares
Holds 0 shares after this filing.
Reported another kind of transaction — 20,326 shares
Holds 540,452 shares after this filing.
Reported another kind of transaction — 20,326 shares
Holds 0 shares after this filing.
Reported another kind of transaction — 20,326 shares
Holds 560,778 shares after this filing.
Was granted or awarded shares — 1,421 shares
Holds 8,258 shares after this filing.
Notice filed ahead of a planned sale — the sale itself has not necessarily happened yet.
Filed notice to sell 47,000 shares ($4.7M) on or after .
Shares originally obtained via Exercise of Stock Options.
Filed notice to sell 16,065 shares ($1.8M) on or after .
Shares originally obtained via Performance Stock Units.
Filed notice to sell 22,004 shares ($2.4M) on or after .
Shares originally obtained via Restricted Stock Units and Performance Stock Units.
Filed notice to sell 5,718 shares ($529.0K) on or after .
Shares originally obtained via Restricted Stock Units.
Filed notice to sell 1,034 shares ($96.3K) on or after .
Shares originally obtained via Restricted Stock.
Filed notice to sell 12,173 shares ($1.0M) on or after .
Shares originally obtained via restricted stock units and performance stock units.
Not investment advice, and not a signal to act on by itself — a filing says what happened, not why, and insiders trade for ordinary reasons having nothing to do with where they think the company is headed.
Published results
Proxy statement for a shareholder meeting
Read the filingAnnual report for FY2026
Revenue +24.6% · Operating margin −7.5 pts · Operating income -53.4% — against FY2025
Read the filingPublished results
Read the filingHad a director or senior officer leave or join
Read the filingQuarterly report for Q3 FY2026
Revenue +37.8% · Operating margin +3.9 pts · Operating income +92.5% — against Q3 FY2025
Read the filingPublished results
Read the filingQuarterly report for Q2 FY2026
Revenue +14.2% · Operating margin −7.0 pts · Operating income -72.4% — against Q2 FY2025
Read the filingPublished results
Read the filingAttached financial statements or exhibits
Read the filingHeld a shareholder vote
Read the filingQuarterly report for Q1 FY2026
Revenue +9.0% · Operating margin −1.9 pts · Free cash flow +3968.3% — against Q1 FY2025
Read the filingSigned a material agreement · Completed an acquisition or disposal · Took on a direct financial obligation · Sold shares outside a public offering · Published results
Read the filingProxy statement for a shareholder meeting
Read the filingAnnual report for FY2025
Revenue +28.3% · Operating margin −2.6 pts · Free cash flow +84.5% — against FY2024
Read the filingSigned a material agreement · Completed an acquisition or disposal · Sold shares outside a public offering · Made a Regulation FD disclosure
Read the filingHad a director or senior officer leave or join
Read the filingSigned a material agreement · Took on a direct financial obligation · Reported another event
Read the filingSource: Exhibit 21 of the 10-K filed 2026-05-21. These are legal entities, not brands or acquisitions — a company that bought a business may hold it inside an entity named here, or inside one small enough that the rule does not require naming it at all.
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