e.l.f. Beauty, Inc.
ELF · Perfumes, Cosmetics & Other Toilet Preparations · 59.4M shares · +3%/yr ↑ shares · EDGAR filings ↗
Reference price $51.53 · est. market cap ~$3.1B — last insider sale, 2026-06-09 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B81Fast-growing, multi-brand beauty franchise with top-decile gross margin and revenue growth, tempered by sharp earnings compression.
Strengths
- Revenue growth 100th pct (rhode-aided) with 70.7% gross margin (87th pct) and strong FCF margin (89th pct)
- Disruptive, accessible-price brand model with leading mass-cosmetics share and strong innovation cadence
- Healthy liquidity (current ratio 2.3) and 88% employee engagement underpinning execution
Risks
- Net income fell 33% and net margin compressed to 1.6% with ROE only 47th pct (tariffs/acquisition costs)
- Heavy China manufacturing exposure and tariff sensitivity
- Reliance on a few key retailers (Target, Walmart, Amazon) for a large share of sales
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Strong balance sheetStrong balance sheet — $290M cash & investments
- Insider buyingInsider buying — 1 open-market buy(s) by 1 insider(s) (~$464,814, last 6mo) Form 4 ↗
- Insider sellingInsider selling — 19 open-market sale(s) by 7 insider(s) (cluster of 7 insiders, ~$17M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
70.7%
Operating margin
4.5%
Net margin
1.6%
Return on equity
2.3%
Return on assets
1.1%
ROIC
2.9%
Revenue growth (QoQ)
-8.2%
Net-income growth
-76.5%
Debt / equity
0.7×
Net debt / EBITDA
3.6×
Current ratio
2.3×
Free cash flow
$190M
EBITDA
$153M
Tangible book value
-$276M
Cash & investments
$290M
Stock comp / revenue
5.3%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-10 | AMIN TARANG | Gift | 18K | — |
| 2026-06-10 | AMIN TARANG | Gift | 18K | — |
| 2026-06-10 | AMIN TARANG | Gift | 31K | — |
| 2026-06-10 | AMIN TARANG | Gift | 31K | — |
| 2026-06-09 | Milsten Scott | Sell | 4.2K | $51.53 |
| 2026-06-09 | MARCHISOTTO KORY | Sell | 4.4K | $51.53 |
| 2026-06-09 | Hartnett Jennifer Catherine | Sell | 4.4K | $51.53 |
| 2026-06-09 | Franks Joshua Allen | Sell | 3.5K | $51.53 |
| 2026-06-09 | FIELDS MANDY J | Sell | 4.3K | $51.53 |
| 2026-06-04 | Hartnett Jennifer Catherine | Sell | 10K | $51.94 |
| 2026-06-04 | Franks Joshua Allen | Sell | 6.9K | $51.94 |
| 2026-06-04 | FIELDS MANDY J | Sell | 8.5K | $51.94 |
| 2026-06-04 | MARCHISOTTO KORY | Sell | 8.5K | $51.94 |
| 2026-06-04 | Milsten Scott | Sell | 8.5K | $51.94 |
| 2026-06-03 | Milsten Scott | Grant | 42K | — |
| 2026-06-03 | FIELDS MANDY J | Grant | 42K | — |
| 2026-06-03 | AMIN TARANG | Grant | 71K | — |
| 2026-06-03 | MARCHISOTTO KORY | Grant | 42K | — |
| 2026-06-03 | Franks Joshua Allen | Grant | 42K | — |
| 2026-05-28 | Levitan Lauren Cooks | Option exercise | 7.7K | $8.23 |
| 2026-05-28 | Levitan Lauren Cooks | Sell | 7.7K | $56.31 |
| 2026-05-26 | AMIN TARANG | Gift | 19K | — |
| 2026-05-26 | AMIN TARANG | Gift | 19K | — |
| 2026-05-26 | AMIN TARANG | Gift | 19K | — |
| 2026-05-26 | AMIN TARANG | Gift | 19K | — |
| 2026-04-27 | MARCHISOTTO KORY | Sell | 24K | $63.66 |
| 2026-04-27 | AMIN TARANG | Sell | 42K | $63.66 |
| 2026-04-27 | Franks Joshua Allen | Sell | 24K | $63.66 |
| 2026-04-27 | Hartnett Jennifer Catherine | Sell | 21K | $63.66 |
| 2026-04-27 | Milsten Scott | Sell | 24K | $63.66 |
| 2026-04-27 | FIELDS MANDY J | Sell | 24K | $63.66 |
| 2026-04-24 | Milsten Scott | Grant | 42K | — |
| 2026-04-24 | MARCHISOTTO KORY | Grant | 42K | — |
| 2026-04-24 | Franks Joshua Allen | Grant | 42K | — |
| 2026-04-24 | FIELDS MANDY J | Grant | 42K | — |
| 2026-04-24 | Hartnett Jennifer Catherine | Grant | 37K | — |
| 2026-04-24 | AMIN TARANG | Grant | 74K | — |
| 2026-04-01 | AMIN TARANG | Option exercise | 71K | $26.84 |
| 2026-04-01 | AMIN TARANG | Sell | 32K | $62.44 |
| 2026-04-01 | AMIN TARANG | Sell | 21K | $62.93 |
| 2026-02-20 | FARRELL MATTHEW | Buy | 5.0K | $92.96 |
| 2026-02-12 | FARRELL MATTHEW | Grant | 980 | — |
| 2025-12-04 | Milsten Scott | Sell | 906 | $79.83 |
| 2025-12-04 | AMIN TARANG | Sell | 1.5K | $79.83 |
| 2025-11-24 | AMIN TARANG | Gift | 20K | — |
| 2025-11-24 | AMIN TARANG | Gift | 20K | — |
| 2025-11-24 | AMIN TARANG | Gift | 20K | — |
| 2025-11-24 | AMIN TARANG | Gift | 20K | — |
| 2025-11-24 | Levitan Lauren Cooks | Sell | 2.6K | $71.71 |
| 2025-11-24 | Levitan Lauren Cooks | Option exercise | 2.6K | $8.23 |
| 2025-11-24 | Levitan Lauren Cooks | Sell | 1.2K | $71.63 |
| 2025-11-24 | AMIN TARANG | Gift | 20K | — |
| 2025-11-24 | AMIN TARANG | Gift | 20K | — |
| 2025-11-12 | AMIN TARANG | Gift | 19K | — |
| 2025-11-12 | AMIN TARANG | Gift | 19K | — |
| 2025-11-12 | AMIN TARANG | Gift | 19K | — |
| 2025-11-12 | AMIN TARANG | Gift | 19K | — |
| 2025-11-11 | AMIN TARANG | Gift | 38K | — |
| 2025-11-11 | AMIN TARANG | Gift | 38K | — |
| 2025-10-01 | AMIN TARANG | Sell | 33K | $131.86 |
| 2025-10-01 | AMIN TARANG | Sell | 12K | $133.44 |
| 2025-10-01 | AMIN TARANG | Option exercise | 195K | $17.00 |
| 2025-10-01 | AMIN TARANG | Sell | 6.8K | $130.36 |
| 2025-10-01 | AMIN TARANG | Sell | 33K | $131.86 |
| 2025-10-01 | AMIN TARANG | Sell | 64K | $132.41 |
| 2025-10-01 | AMIN TARANG | Sell | 12K | $133.44 |
| 2025-10-01 | AMIN TARANG | Option exercise | 116K | $17.00 |
| 2025-10-01 | AMIN TARANG | Sell | 6.8K | $130.36 |
| 2025-10-01 | AMIN TARANG | Sell | 64K | $132.41 |
| 2025-09-17 | Milsten Scott | Sell | 15K | $150.23 |
| 2025-09-17 | FIELDS MANDY J | Sell | 5.3K | $150.21 |
| 2025-09-17 | MARCHISOTTO KORY | Sell | 11K | $150.00 |
| 2025-09-16 | Franks Joshua Allen | Sell | 7.9K | $145.00 |
| 2025-09-12 | Milsten Scott | Option exercise | 15K | $26.84 |
| 2025-09-12 | MARCHISOTTO KORY | Sell | 14K | $140.10 |
| 2025-09-12 | Milsten Scott | Sell | 15K | $140.28 |
| 2025-09-11 | Hartnett Jennifer Catherine | Sell | 200 | $134.77 |
| 2025-09-11 | Hartnett Jennifer Catherine | Sell | 604 | $137.50 |
| 2025-09-11 | Hartnett Jennifer Catherine | Sell | 500 | $135.51 |
| 2025-09-10 | Milsten Scott | Sell | 1.1K | $136.52 |
| 2025-09-10 | Milsten Scott | Option exercise | 17K | $17.00 |
| 2025-09-10 | Milsten Scott | Option exercise | 33K | $26.84 |
| 2025-09-10 | Milsten Scott | Sell | 5.5K | $132.54 |
| 2025-09-10 | Milsten Scott | Sell | 8.9K | $133.48 |
| 2025-09-10 | Milsten Scott | Sell | 30K | $134.58 |
| 2025-09-10 | Milsten Scott | Sell | 6.8K | $135.36 |
| 2025-09-10 | Milsten Scott | Sell | 1.0K | $137.96 |
| 2025-09-10 | Milsten Scott | Sell | 2.1K | $139.00 |
| 2025-09-08 | FIELDS MANDY J | Sell | 5.0K | $139.45 |
| 2025-09-08 | FIELDS MANDY J | Sell | 6.3K | $137.85 |
| 2025-09-08 | FIELDS MANDY J | Sell | 6.7K | $138.81 |
| 2025-09-08 | FIELDS MANDY J | Sell | 8.1K | $133.77 |
| 2025-09-08 | FIELDS MANDY J | Sell | 12K | $134.46 |
| 2025-09-08 | FIELDS MANDY J | Sell | 8.9K | $135.62 |
| 2025-09-08 | FIELDS MANDY J | Sell | 9.1K | $136.78 |
| 2025-08-28 | Watson Maureen C. | Sell | 785 | $128.40 |
| 2025-08-28 | Tait Gayle | Sell | 565 | $130.20 |
| 2025-08-21 | Levitan Lauren Cooks | Grant | 1.2K | — |
| 2025-08-21 | Watson Maureen C. | Grant | 1.6K | — |
| 2025-08-21 | Tait Gayle | Grant | 1.6K | — |
| 2025-08-21 | Bergh Charles V | Grant | 1.2K | — |
| 2025-08-21 | Ferreras Maria | Grant | 1.2K | — |
| 2025-08-21 | Mitchell Kenneth Jr | Grant | 1.7K | — |
| 2025-08-21 | Keith Lori | Grant | 1.7K | — |
| 2025-08-21 | Daniele Tiffany F. | Grant | 1.2K | — |
| 2025-08-14 | Levitan Lauren Cooks | Option exercise | 3.4K | $8.23 |
| 2025-08-14 | Levitan Lauren Cooks | Sell | 1.2K | $118.84 |
| 2025-08-14 | Levitan Lauren Cooks | Sell | 3.4K | $118.97 |
| 2025-06-11 | AMIN TARANG | Gift | 40K | — |
| 2025-06-11 | Franks Joshua Allen | Sell | 13K | $125.00 |
| 2025-06-11 | AMIN TARANG | Gift | 40K | — |
| 2025-06-11 | AMIN TARANG | Gift | 40K | — |
| 2025-06-11 | AMIN TARANG | Gift | 40K | — |
| 2025-06-10 | AMIN TARANG | Gift | 35K | — |
| 2025-06-10 | AMIN TARANG | Gift | 17K | — |
| 2025-06-10 | AMIN TARANG | Gift | 17K | — |
| 2025-06-10 | AMIN TARANG | Gift | 17K | — |
| 2025-06-10 | AMIN TARANG | Gift | 17K | — |
| 2025-06-10 | AMIN TARANG | Gift | 35K | — |
| 2025-06-10 | AMIN TARANG | Gift | 35K | — |
| 2025-06-10 | AMIN TARANG | Gift | 35K | — |
| 2025-06-09 | AMIN TARANG | Sell | 7.0K | $51.53 |
| 2025-06-09 | AMIN TARANG | Gift | 35K | — |
| 2025-06-09 | AMIN TARANG | Gift | 35K | — |
| 2025-06-05 | Hartnett Jennifer Catherine | Sell | 2.0K | $116.33 |
| 2025-06-05 | AMIN TARANG | Sell | 2.4K | $117.61 |
| 2025-06-05 | MARCHISOTTO KORY | Sell | 1.5K | $117.61 |
| 2025-06-05 | Franks Joshua Allen | Sell | 1.5K | $117.61 |
| 2025-06-05 | FIELDS MANDY J | Sell | 1.5K | $117.61 |
| 2025-06-05 | Hartnett Jennifer Catherine | Sell | 500 | $114.47 |
| 2025-06-05 | Hartnett Jennifer Catherine | Sell | 3.6K | $115.70 |
| 2025-06-05 | Hartnett Jennifer Catherine | Sell | 1.2K | $117.74 |
| 2025-06-05 | Hartnett Jennifer Catherine | Sell | 700 | $118.32 |
| 2025-06-05 | Hartnett Jennifer Catherine | Sell | 1.5K | $117.61 |
| 2025-06-05 | Milsten Scott | Sell | 1.4K | $117.61 |
| 2025-06-05 | Milsten Scott | Sell | 1.4K | $114.78 |
| 2025-06-04 | Milsten Scott | Sell | 12K | $115.56 |
| 2025-06-04 | Hartnett Jennifer Catherine | Sell | 9.9K | $115.56 |
| 2025-06-04 | AMIN TARANG | Sell | 25K | $115.56 |
| 2025-06-04 | Levitan Lauren Cooks | Sell | 1.3K | $115.94 |
| 2025-06-04 | Levitan Lauren Cooks | Option exercise | 3.3K | $8.23 |
| 2025-06-04 | Levitan Lauren Cooks | Sell | 3.3K | $115.94 |
| 2025-06-04 | FIELDS MANDY J | Sell | 12K | $115.56 |
| 2025-06-04 | Franks Joshua Allen | Sell | 12K | $115.56 |
| 2025-06-04 | MARCHISOTTO KORY | Sell | 12K | $115.56 |
| 2025-06-04 | AMIN TARANG | Sell | 16K | $51.94 |
| 2025-06-03 | Milsten Scott | Grant | 19K | — |
| 2025-06-03 | Hartnett Jennifer Catherine | Grant | 19K | — |
| 2025-06-03 | Franks Joshua Allen | Grant | 19K | — |
| 2025-06-03 | FIELDS MANDY J | Grant | 19K | — |
| 2025-06-03 | MARCHISOTTO KORY | Grant | 19K | — |
| 2025-06-03 | AMIN TARANG | Grant | 32K | — |
| 2025-06-03 | Watson Maureen C. | Option exercise | 3.9K | $1.84 |
| 2025-06-03 | Watson Maureen C. | Sell | 3.9K | $115.00 |
| 2025-05-29 | Hartnett Jennifer Catherine | Sell | 18K | $109.99 |
| 2025-04-21 | AMIN TARANG | Sell | 98K | $53.36 |
| 2025-04-21 | MARCHISOTTO KORY | Sell | 51K | $53.36 |
| 2025-04-21 | Franks Joshua Allen | Sell | 51K | $53.36 |
| 2025-04-21 | Hartnett Jennifer Catherine | Sell | 23K | $53.36 |
| 2025-04-21 | Milsten Scott | Sell | 51K | $53.36 |
| 2025-04-21 | FIELDS MANDY J | Sell | 48K | $53.36 |
| 2025-04-18 | Franks Joshua Allen | Grant | 94K | — |
| 2025-04-18 | MARCHISOTTO KORY | Grant | 94K | — |
| 2025-04-18 | FIELDS MANDY J | Grant | 94K | — |
| 2025-04-18 | Milsten Scott | Grant | 94K | — |
| 2025-04-18 | AMIN TARANG | Grant | 180K | — |
| 2025-04-18 | Hartnett Jennifer Catherine | Grant | 43K | — |
| 2025-04-01 | Bergh Charles V | Grant | 853 | — |
| 2025-03-07 | Watson Maureen C. | Option exercise | 4.0K | $1.84 |
| 2025-03-07 | Watson Maureen C. | Sell | 2.0K | $66.79 |
| 2025-03-07 | Watson Maureen C. | Sell | 2.0K | $68.00 |
| 2025-02-24 | Levitan Lauren Cooks | Option exercise | 3.4K | $8.23 |
| 2025-02-24 | Levitan Lauren Cooks | Sell | 3.4K | $75.89 |
| 2025-02-24 | Levitan Lauren Cooks | Sell | 1.5K | $75.90 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-20 | ResultsExhibits | filing ↗ |
| 2026-02-13 | Exec/director change | filing ↗ |
| 2026-02-04 | ResultsExhibits | filing ↗ |
| 2025-11-05 | ResultsExhibits | filing ↗ |
| 2025-10-17 | Exhibits | filing ↗ |
| 2025-08-26 | Shareholder voteExhibits | filing ↗ |
| 2025-08-06 | Material agreementAcquisition/dispositionResultsDebt obligation3.02Exhibits | filing ↗ |
| 2025-05-28 | Material agreementAcquisition/disposition3.02Reg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 10-K | 2026-05-21 | 2026-03-31 | 0001600033-26-000020 ↗ |
| 8-K | 2026-05-20 | 2026-05-20 | 0001600033-26-000018 ↗ |
| 8-K | 2026-02-13 | 2026-02-12 | 0001600033-26-000009 ↗ |
| 10-Q | 2026-02-05 | 2025-12-31 | 0001600033-26-000007 ↗ |
| 8-K | 2026-02-04 | 2026-02-04 | 0001600033-26-000005 ↗ |
| 10-Q | 2025-11-10 | 2025-09-30 | 0001600033-25-000058 ↗ |
| 8-K | 2025-11-05 | 2025-11-05 | 0001600033-25-000053 ↗ |
| 8-K/A | 2025-10-17 | 2025-08-05 | 0001600033-25-000048 ↗ |
| 8-K | 2025-08-26 | 2025-08-21 | 0001600033-25-000043 ↗ |
| 10-Q | 2025-08-07 | 2025-06-30 | 0001600033-25-000040 ↗ |
| 8-K | 2025-08-06 | 2025-08-06 | 0001600033-25-000037 ↗ |
| 10-K | 2025-05-29 | 2025-03-31 | 0001600033-25-000016 ↗ |