e.l.f. Beauty, Inc.(ELF)Stock Analysis
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Rank #1,283 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ELF Stock Analysis & AI Quality Score
AI stock analysis and institutional research for e.l.f. Beauty, Inc. (ELF), a Consumer Staples sector company. 13F Pro's AI-powered ranking engine scores ELF at 53.4/100 on a 32-signal composite quality model, placing it at rank #1,283 of 2,879 stocks — the top half of the AI-ranked universe. ELF scores in the top quartile across revenue growth (86.1). Areas of concern include institutional flow (7.2) and earnings quality (13.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 25.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q4 2026), e.l.f. Beauty, Inc. reports quarterly revenue of $449.3M, net income of $-49.4M, free cash flow of $100.6M. Top institutional holders of ELF by reported 13-F value include BAILLIE GIFFORD & CO, BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ELF trades on the NYSE exchange and files with the SEC under CIK 1600033. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ELF daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for e.l.f. Beauty, Inc. directly from SEC EDGAR. e.l.f. Beauty, Inc.'s 13F Pro composite quality score has ranged between 53 and 73 since 2023, currently 53.4 — a declining long-term trajectory across 20 quarterly and live scoring snapshots.
Revenue
Q4 2026
$449.3M
Net Income
Q4 2026
$-49.4M
Free Cash Flow
Q4 2026
$100.6M
ROIC
Q4 2026
-2.5%
D/E Ratio
Q4 2026
0.77
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+24.6% YoYNet Income
-76.5% YoYOperating Income
-53.4% YoYEPS (Diluted)
-77.1% YoYTotal Assets
+91.8% YoYTotal Debt
+239.6% YoYOp. Cash Flow
+58.8% YoY| Metric | FY 2026 | FY 2025 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.64B +24.6% | $1.31B +126.9% | $578.8M +47.6% | $392.2M +23.3% | $318.1M +12.5% | $282.9M |
| Net Income | $26.3M -76.5% | $112.1M +82.2% | $61.5M +182.6% | $21.8M +249.3% | $6.2M -65.2% | $17.9M |
| Operating Income | $73.6M -53.4% | $158.0M +131.9% | $68.1M +128.9% | $29.8M +216.7% | $9.4M -68.6% | $29.9M |
| EPS (Diluted) | $0.44 -77.1% | $1.92 +73.0% | $1.11 +170.7% | $0.41 +241.7% | $0.12 -65.7% | $0.35 |
| Total Assets | $2.39B +91.8% | $1.25B +109.6% | $595.6M +20.4% | $494.6M +1.5% | $487.4M +7.6% | $453.1M |
| Total Debt | $871.7M +239.6% | $256.7M +286.2% | $66.5M -31.4% | $96.9M -23.4% | $126.5M -8.7% | $138.7M |
| Operating Cash Flow | $212.5M +58.8% | $133.8M +31.4% | $101.9M +422.1% | $19.5M -33.8% | $29.5M -33.5% | $44.3M |
AI Insight: ELF Financial Trends
Q1 2026 delivered massive revenue growth to $449M but swung to operating losses of $50M, signaling margin collapse despite strong cash generation.
• Revenue surged 31% YoY from Q1 2025 ($333M) to Q1 2026 ($449M), driven by holiday carryover and brand momentum.
• Operating income collapsed from $44M in Q1 2025 to negative $50M in Q1 2026; operating margin fell from 13.2% to −11.1%.
• Total debt spiked $622M from Q2 2025 ($257M) to Q3 2025 ($879M), likely acquisition or financing event; leverage ratio deteriorated sharply.
• Operating cash flow remained positive at $102M in Q1 2026 despite net loss of $49M, indicating working capital management.
⚠ Operating losses in Q1 2026 mark first negative quarter in trailing data; net income swung $78M to loss from $28M profit YoY.
⚠ Debt-to-equity ratio increased to 77% in Q1 2026 from 36% in Q2 2025; sustainability of profitability at elevated leverage unclear.
AI Insight: ELF Ratio Trends
e.l.f. Beauty collapsed into negative profitability in Q1 2026, with operating margin swinging to −11.2% and ROIC deteriorating to −10.1%, reversing two quarters of recovery.
• Operating margin crashed from 13.8% in Q4 2025 to −11.2% in Q1 2026; NPM fell to −11.0%, first loss in dataset.
• ROIC plummeted from 13.2% (Q4 2025) to −10.1% (Q1 2026), erasing gains from Q1–Q2 2025 recovery phase.
• Leverage spiked to 0.77 D/E ratio, matching Q3 2025 crisis levels and reversing deleveraging progress from mid-2025.
⚠ Seasonal trough in Q1 2026, but magnitude (−11% OpMargin vs. prior Q1 2025's +13.3%) suggests structural deterioration, not typical seasonality.
⚠ Q3 2025 foreshadowed stress: OpMargin hit 2.2% and D/E jumped to 0.77. Q1 2026 repeat weakness signals unresolved operational issues.
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Top Institutional Holders of ELF
BAILLIE GIFFORD & CO
$435.7M7,188,005 shBlackRock, Inc.
$336.3M5,549,185 shVANGUARD PORTFOLIO MANAGEMENT LLC
$157.0M2,591,001 shVANGUARD CAPITAL MANAGEMENT LLC
$153.6M2,534,402 shEnsign Peak Advisors, Inc
$115.1M1,898,555 shSTATE STREET CORP
$109.0M1,799,155 shClearbridge Investments, LLC
$105.1M1,734,774 shAQR CAPITAL MANAGEMENT LLC
$90.1M1,495,715 shCapital International Investors
$78.6M1,297,357 shChamplain Investment Partners, LLC
$78.4M1,292,895 sh
| Fund | Value | Shares |
|---|---|---|
| BAILLIE GIFFORD & CO | $435.7M | 7,188,005 |
| BlackRock, Inc. | $336.3M | 5,549,185 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $157.0M | 2,591,001 |
| VANGUARD CAPITAL MANAGEMENT LLC | $153.6M | 2,534,402 |
| Ensign Peak Advisors, Inc | $115.1M | 1,898,555 |
| STATE STREET CORP | $109.0M | 1,799,155 |
| Clearbridge Investments, LLC | $105.1M | 1,734,774 |
| AQR CAPITAL MANAGEMENT LLC | $90.1M | 1,495,715 |
| Capital International Investors | $78.6M | 1,297,357 |
| Champlain Investment Partners, LLC | $78.4M | 1,292,895 |
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Popular Research
Is ELF a good stock to buy?
13F Pro's AI-powered analysis of e.l.f. Beauty, Inc. (ELF) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Staples sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ELF are available on the ELF stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own ELF?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ELF. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of e.l.f. Beauty, Inc.'s investment landscape.