ELF Beauty Inc (ELF)vsUnilever PLC ADR (UL)
ELF
ELF Beauty Inc
$96.91
+1.20%
CONSUMER DEFENSIVE · Cap: $6.16B
UL
Unilever PLC ADR
$62.02
+0.63%
CONSUMER DEFENSIVE · Cap: $138.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Unilever PLC ADR generates 18762% more annual revenue ($50.62B vs $268.37M). UL leads profitability with a 18.3% profit margin vs -0.2%. ELF appears more attractively valued with a PEG of 1.37. ELF earns a higher WallStSmart Score of 50/100 (D+).
ELF
Hold50
out of 100
Grade: D+
UL
Hold48
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 35.5% year-over-year
Earnings expanding 93.1% YoY
Every $100 of equity generates 69 in profit
Large-cap with strong market position
Strong operational efficiency at 20.3%
Generating 1.8B in free cash flow
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
0.5% revenue growth
Elevated debt levels
Expensive relative to growth rate
Earnings declined 5.6%
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 : UL
The strongest argument for UL centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.3% and operating margin at 20.3%.
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 : UL
The primary concerns for UL are Revenue Growth, Debt/Equity, PEG Ratio. Debt-to-equity of 1.98 is elevated, increasing financial risk.
Key Dynamics to Monitor
ELF profiles as a hypergrowth stock while UL 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.
UL generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
ELF scores higher overall (50/100 vs 48/100) and 35.5% revenue growth. Both earn "Hold" 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.
Unilever PLC ADR
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
Unilever PLC is a fast moving consumer goods company in Asia, Africa, the Middle East, Turkey, Russia, Ukraine, Belarus, America and Europe. The company is headquartered in London, the United Kingdom.
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