WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Kimberly-Clark Corporation generates 6069% more annual revenue ($16.56B vs $268.37M). KMB leads profitability with a 12.8% profit margin vs -0.2%. ELF appears more attractively valued with a PEG of 1.37. KMB earns a higher WallStSmart Score of 58/100 (C).

ELF

Hold

49

out of 100

Grade: D+

Growth: 10.0Profit: 4.0Value: 4.3Quality: 5.0
Piotroski: 1/9Altman Z: 1.47

KMB

Buy

58

out of 100

Grade: C

Growth: 4.7Profit: 8.0Value: 4.0Quality: 4.0
Piotroski: 3/9Altman Z: 2.19
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ELF.

KMBSignificantly Overvalued (-36.3%)

Margin of Safety

-36.3%

Fair Value

$78.97

Current Price

$99.04

$20.07 premium

UndervaluedFair: $78.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ELF2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
35.1%10/10

Revenue surging 35.1% year-over-year

EPS GrowthGrowth
116.7%10/10

Earnings expanding 116.7% YoY

KMB1 strengths · Avg: 10.0/10
Return on EquityProfitability
118.0%10/10

Every $100 of equity generates 118 in profit

Areas to Watch

ELF4 concerns · Avg: 3.3/10
Price/BookValuation
11.6x4/10

Trading at 11.6x book value

Return on EquityProfitability
4.8%3/10

ROE of 4.8% — below average capital efficiency

Operating MarginProfitability
1.7%3/10

Operating margin of 1.7%

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

KMB4 concerns · Avg: 3.8/10
PEG RatioValuation
2.074/10

Expensive relative to growth rate

Price/BookValuation
18.3x4/10

Trading at 18.3x book value

Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : ELF

The strongest argument for ELF centers on Revenue Growth, EPS Growth. Revenue growth of 35.1% demonstrates continued momentum. PEG of 1.37 suggests the stock is reasonably priced for its growth.

Bull Case : KMB

The strongest argument for KMB centers on Return on Equity.

Bear Case : ELF

The primary concerns for ELF are Price/Book, Return on Equity, Operating Margin. A P/E of 139.0x leaves little room for execution misses.

Bear Case : KMB

The primary concerns for KMB are PEG Ratio, Price/Book, Revenue Growth. Debt-to-equity of 3.94 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

ELF carries more volatility with a beta of 2.39 — expect wider price swings.

ELF is growing revenue faster at 35.1% — sustainability is the question.

KMB generates stronger free cash flow (321M), providing more financial flexibility.

Bottom Line

KMB scores higher overall (58/100 vs 49/100). Both earn "Buy" and "Hold" 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.

Visit Website →

Want to dig deeper into these stocks?