TORVANTA
Other · S&P 500 · data as of 2026-10-05

ELF stock analysis: ELF

ELF (ELF) is an S&P 500 company in Other. It grades weakest on value.

The model's view of ELF · subscribers

Where ELF ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with ELF · updated 2026-10-05 · from prices and SEC filings

ELF price performance

ELF against the S&P 500, one year
-50%-25%+0%S&P 500 +18%ELF -21%2025-09-292026-10-05
Year to date+36.4%S&P 500 +14.5% · ahead by 21.9 pts
1 year-22.9%S&P 500 +17.0% · behind by 40.0 pts
3 years+7.5%S&P 500 +89.3% · behind by 81.8 pts
5 years+246.1%S&P 500 +91.3% · ahead by 154.8 pts

Total returns with dividends reinvested.

ELF factor grades

Each grade compares ELF with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

DValueP/E 103.8x (industry 20.1x)FCF yield 4.6% (industry 6.0%)
C+GrowthRevenue growth +31% (industry +8%)EPS growth -41% (industry +10%)
C+ProfitabilityOperating margin 7.2% (industry 9.6%)ROIC 5.5% (industry 10.1%)
CMomentum12-month change -23%From 52-wk high -28%

ELF in plain numbers

ELF key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$6.1B
Revenue growth (y/y)+31%
Free-cash-flow yield4.6%
Dividend yieldn/a
Next earnings (expected)2026-11-04
Valuation measures
Market value$6.1B
Enterprise value$6.6B
P/E (trailing)103.8x
Forward P/E (Torvanta estimate)116.1x
Price / sales3.5x
Price / book5.2x
EV / revenue3.8x
EV / EBITDA30.1x
Financial highlights
Revenue, last 12 months$1.8B
Net income, last 12 months$59.6M
EPS, last 12 months (GAAP)$1.00
Gross margin74.4%
Operating margin7.2%
Net margin3.4%
Return on equity6.0%
Return on invested capital5.5%
Cash$344.2M
Total debt$834.2M
Debt / equity0.71x
Free cash flow, last 12 months$280.2M
Current ratio2.55x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

ELF earnings trends

Revenue vs earnings
-$49.4M$85.4M$220.1M$354.8M$489.5MSep 2024 Revenue: $301.1MDec 2024 Revenue: $355.3MMar 2025 Revenue: $332.6MJun 2025 Revenue: $353.7MSep 2025 Revenue: $343.9MDec 2025 Revenue: $489.5MMar 2026 Revenue: $449.3MJun 2026 Revenue: $479.4MSep 2024 Net income: $19.0MDec 2024 Net income: $17.3MMar 2025 Net income: $28.3MJun 2025 Net income: $33.3MSep 2025 Net income: $3.0MDec 2025 Net income: $39.4MMar 2026 Net income: -$49.4MJun 2026 Net income: $66.6MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 6.3%Net margin: 4.9%Net margin: 8.5%Net margin: 9.4%Net margin: 0.9%Net margin: 8.0%Net margin: -11.0%Net margin: 13.9%-11%1%14%■ Revenue ■ Net income ━ Net margin
Earnings per share$-0.8$-0.3$0.2$0.6$1.1Sep 2024 EPS (GAAP, diluted): $0.3Dec 2024 EPS (GAAP, diluted): $0.3Mar 2025 EPS (GAAP, diluted): $0.5Jun 2025 EPS (GAAP, diluted): $0.6Sep 2025 EPS (GAAP, diluted): $0.1Dec 2025 EPS (GAAP, diluted): $0.7Mar 2026 EPS (GAAP, diluted): $-0.8Jun 2026 EPS (GAAP, diluted): $1.1Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 -85% · Dec 2025 +117% · Mar 2026 -267% · Jun 2026 +93%

From the company's 10-Q and 10-K filings with the SEC.

ELF financials (from SEC filings)

Fiscal yearFY2022FY2023FY2024FY2025FY2026
Revenue$392.2M$578.8M$1.0B$1.3B$1.6B
Net income$21.8M$61.5M$127.7M$112.1M$26.3M
EPS (GAAP)$0.41$1.11$2.22$1.93$0.46
Free cash flow$14.7M$100.2M$62.5M$115.3M$190.1M

ELF earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-05$1.12+93%+36%+5.5%
2026-05-20$-0.82-267%+35%-1.0%
2026-02-04$0.65+117%+38%-7.6%
2025-11-05$0.05-85%+14%-34.6%
2025-08-06$0.58-28%+9%-9.7%
2025-02-06$0.30-35%+31%-18.0%

Companies similar to ELF

CompanyMarket valueP/ERevenue growthOperating margin12-month change
ELF ELF$6.1B103.8x+31%7.2%-23%
LGND LGND$6.1B32.6x+55%32.6%+69%compare
INGR INGR$6.1B10.6x-1%11.9%-17%compare
FNB FNB$6.1B10.4xn/an/a+10%compare
CRUS CRUS$6.1B14.8x+6%23.0%-5%
GATX GATX$6.1B17.1x+23%n/a-1%
SFM SFM$6.1B12.4x+7%7.4%-39%

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Frequently asked questions

Is ELF stock a buy?

Torvanta does not tell individuals what to buy. Its grades for ELF are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is ELF's P/E ratio?

ELF trades at about 103.7 times its last 12 months of GAAP earnings reported to the SEC, and about 116.1 times Torvanta's own estimate of the next 12 months.

When does ELF report earnings next?

Based on its filing history, Torvanta expects ELF to report around 2026-11-04.

How has ELF performed against the S&P 500?

Over the past year ELF returned -22.9%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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