ELF Beauty Inc (ELF)vsKenvue Inc. (KVUE)
ELF
ELF Beauty Inc
$96.91
+1.20%
CONSUMER DEFENSIVE · Cap: $6.16B
KVUE
Kenvue Inc.
$17.78
-0.06%
CONSUMER DEFENSIVE · Cap: $36.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Kenvue Inc. generates 5641% more annual revenue ($15.41B vs $268.37M). KVUE leads profitability with a 10.8% profit margin vs -0.2%. ELF appears more attractively valued with a PEG of 1.37. KVUE earns a higher WallStSmart Score of 60/100 (C).
ELF
Hold50
out of 100
Grade: D+
KVUE
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ELF.
Margin of Safety
-86.5%
Fair Value
$9.94
Current Price
$17.78
$7.84 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 35.5% year-over-year
Earnings expanding 93.1% YoY
No standout strengths identified
Areas to Watch
ROE of 4.8% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 21.8x book value
3.0% revenue growth
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ELF
The strongest argument for ELF centers on Revenue Growth, EPS Growth. Revenue growth of 35.5% demonstrates continued momentum. PEG of 1.37 suggests the stock is reasonably priced for its growth.
Bull Case : KVUE
PEG of 1.49 suggests the stock is reasonably priced for its growth.
Bear Case : ELF
The primary concerns for ELF are Return on Equity, Piotroski F-Score, P/E Ratio. A P/E of 106.4x leaves little room for execution misses.
Bear Case : KVUE
The primary concerns for KVUE are Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
ELF profiles as a hypergrowth stock while KVUE 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 35.5% — sustainability is the question.
KVUE generates stronger free cash flow (549M), providing more financial flexibility.
Bottom Line
KVUE scores higher overall (60/100 vs 50/100). 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.
Kenvue Inc.
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
Kenvue Inc. is a consumer health company globally.
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