e.l.f. Beauty Inc. (ELF) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$112.95 -2.13% NYSE • Public Delayed / 60s Snapshot

e.l.f. Beauty Inc. (ELF) carries a Roarable Rating of C+ (Hold) with 68/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C+ • HOLD / WATCH Cap $6.66B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C+
025507510068
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw C- · Rk B+
Cash (14)Whales (10)SEC (16)Macro (16)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+4.5% Base Target
$139 Bull$118 Base$92 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:53% Call Buyers ($2.4M)
47% PutsMax Pain: $111.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How ELF Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$190.1M (11.6% FCF Margin)
Revenue$1.64BGross Profit $1.16B (70.7%)Cost of Sales $479.1MOp Profit $73.6M (4.5%)OpEx (R&D/SG&A) $1.08BNet Profit$26.3M (1.6%)Tax/Other $47.3M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $1.02B
FY24
Rev $1.31B
FY25
Rev $1.64B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$1.64B70.7%4.5%$26.3M$190.1M3.9%
FY 2024$1.31B71.2%12%$112.1M$115.3M13.6%
FY 2023$1.02B44%14.6%$127.7M$25.1M5.3%
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Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring ELF)

  • ✓Live walkthrough of ELF's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
  • ✓Includes instant 24/7 email alert whenever any of your stocks flip to Red
RQD INSIDER CLUB UPGRADE$49/YEAR
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ELF // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +74.60%🛡️ HOLDING TREND SUPPORT
2026-10-30O $113.3H $114.5L $110.5C $111.7VOL 1.03M
RES: $142.8SUP: $110.0SMA50: $105.5SMA200: $81.30
$123.2$103.0$82.86$62.71$42.57RES $142.8SUP $110.0$111.72026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

ELF Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
48.0%/yr Implied 5Y Growth

vs. +24.6% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on ELF today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for ELF. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for ELF today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

ELF Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is e.l.f. Beauty Inc. (ELF)?

In FY 2025 (10-K), ELF converted $1.6B of revenue into a 70.7% gross margin, 4.5% operating margin, and $190.1M in free cash flow (11.6% FCF margin).