WallStSmart

ELF Beauty Inc (ELF)vsKimberly-Clark Corporation (KMB)

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Smart Verdict

WallStSmart Research — data-driven comparison

Kimberly-Clark Corporation generates 982% more annual revenue ($16.45B vs $1.52B). KMB leads profitability with a 12.3% profit margin vs 6.8%. ELF appears more attractively valued with a PEG of 2.03. ELF earns a higher WallStSmart Score of 62/100 (C+).

ELF

Buy

62

out of 100

Grade: C+

Growth: 10.0Profit: 5.5Value: 8.7Quality: 6.8
Piotroski: 4/9Altman Z: 2.56

KMB

Buy

52

out of 100

Grade: C-

Growth: 3.3Profit: 7.5Value: 6.0Quality: 4.0
Piotroski: 3/9Altman Z: 2.19
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ELFUndervalued (+7.3%)

Margin of Safety

+7.3%

Fair Value

$82.84

Current Price

$69.65

$13.19 discount

UndervaluedFair: $82.84Overvalued
KMBUndervalued (+9.3%)

Margin of Safety

+9.3%

Fair Value

$118.58

Current Price

$99.36

$19.22 discount

UndervaluedFair: $118.58Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ELF2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
37.8%10/10

Revenue surging 37.8% year-over-year

EPS GrowthGrowth
116.7%10/10

Earnings expanding 116.7% YoY

KMB1 strengths · Avg: 10.0/10
Return on EquityProfitability
126.6%10/10

Every $100 of equity generates 127 in profit

Areas to Watch

ELF3 concerns · Avg: 3.7/10
PEG RatioValuation
2.034/10

Expensive relative to growth rate

P/E RatioValuation
38.2x4/10

Premium valuation, high expectations priced in

Profit MarginProfitability
6.8%3/10

6.8% margin — thin

KMB4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
6.892/10

Expensive relative to growth rate

Price/BookValuation
21.9x2/10

Trading at 21.9x book value

Revenue GrowthGrowth
-0.6%2/10

Revenue declined 0.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : ELF

The strongest argument for ELF centers on Revenue Growth, EPS Growth. Revenue growth of 37.8% demonstrates continued momentum.

Bull Case : KMB

The strongest argument for KMB centers on Return on Equity.

Bear Case : ELF

The primary concerns for ELF are PEG Ratio, P/E Ratio, Profit Margin.

Bear Case : KMB

The primary concerns for KMB are Piotroski F-Score, PEG Ratio, Price/Book. Debt-to-equity of 4.77 is elevated, increasing financial risk.

Key Dynamics to Monitor

ELF profiles as a hypergrowth stock while KMB is a declining play — different risk/reward profiles.

ELF carries more volatility with a beta of 1.68 — expect wider price swings.

ELF is growing revenue faster at 37.8% — sustainability is the question.

KMB generates stronger free cash flow (575M), providing more financial flexibility.

Bottom Line

ELF scores higher overall (62/100 vs 52/100) and 37.8% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

ELF Beauty Inc

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

elf Beauty, Inc., offers skin care and cosmetic products under the elf, W3LL PEOPLE and Keys Soulcare brand names worldwide. The company is headquartered in Oakland, California.

Kimberly-Clark Corporation

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

Kimberly-Clark Corporation is an American multinational personal care corporation that produces mostly paper-based consumer products. The company manufactures sanitary paper products and surgical & medical instruments. Kimberly-Clark brand name products include Kleenex facial tissue, Kotex feminine hygiene products, Cottonelle, Scott and Andrex toilet paper, Wypall utility wipes, KimWipes scientific cleaning wipes and Huggies disposable diapers and baby wipes.

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