Análisis Argos
ELF
ELFCara1 señal de riesgo
e.l.f. Beauty, Inc. · Consumer Defensive
US$ 76.42
precio al 2026-07-04
Valor justo Argos*
US$ 29–31
vs. su valor justo
144% por encima
Score Argos
42/100
LA RESPUESTA
El mercado le pide crezca 38.4% al año — más de lo que ha demostrado (5.6%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Sin recompensas destacadas.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!Piotroski F-Score débil (3/9)
VALOR1/6FUTURO4/6PASADO1/6SALUD2/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO4/6PASADO1/6SALUD2/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial débil
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos42de 100Cara
Ingresos25%
US$ 1.6 B
Margen operativo33%
8%
Flujo de caja libre58%
US$ 0.2 B
Deuda neta
US$ 0.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.5B
P/E172.6x
EV/EBITDA24.5x
FCF yield4.2%
ROIC4.9%
Margen operativo8%
Crecim. ingresos+24.6%/año
Piotroski F3/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

prnewswire.com · 3 jul
Did e.l.f. Beauty, Inc. Insiders Breach their Fiduciary Duties to Shareholders?
Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.
seekingalpha.com · 2 jul
e.l.f. Beauty: The Momentum Remains In Their Favor Following Price Reductions
e.l.f. Beauty is transforming from a single-brand cosmetics company to a diversified beauty player, driving bullish sentiment. All five ELF brands grew in Q4 2026, with rhode and Naturium delivering standout results and reinforcing the power of portfolio expansion. ELF reported its 29th consecutive quarter of net sales growth, highlighting consistent execution and multiple paths to profitability.
seekingalpha.com · 1 jul
e.l.f. Beauty Finds A Bottom And Executes Growth Initiatives
e.l.f. Beauty Finds A Bottom And Executes Growth Initiatives
zacks.com · 1 jul
e.l.f. Beauty (ELF) Soars 5.9%: Is Further Upside Left in the Stock?
e.l.f. Beauty (ELF) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
zacks.com · 29 jun
Is ELF Stock a Buy at 19 Times Earnings With Growth in Transition
ELF trades near industry multiples after a sharp pullback, but Rhode growth, skin care expansion and core brand softness keep the buy case mixed.
zacks.com · 29 jun
ELF Beauty Taps Skincare and Global Expansion as Growth Shifts Higher
ELF's growth profile is shifting as skincare, Rhode and international expansion gain scale, but softer core demand and cost pressures cloud visibility.
zacks.com · 29 jun
e.l.f. Beauty (ELF) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching e.l.f. Beauty (ELF) quite a bit.
zacks.com · 29 jun
ELF Stock Outlook Hinges on Rhode Growth and Core Brand Reset in 2027
ELF's fiscal 2027 outlook depends on Rhode's rapid growth, broader skin care reach and whether its core e.l.f. brand reset can revive slowing momentum.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.