ELF Beauty Inc (ELF)vsUnilever PLC ADR (UL)
ELF
ELF Beauty Inc
$69.65
+3.09%
CONSUMER DEFENSIVE · Cap: $4.03B
UL
Unilever PLC ADR
$60.80
+0.30%
CONSUMER DEFENSIVE · Cap: $132.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Unilever PLC ADR generates 3223% more annual revenue ($50.50B vs $1.52B). UL leads profitability with a 18.8% profit margin vs 6.8%. UL appears more attractively valued with a PEG of 1.91. ELF earns a higher WallStSmart Score of 62/100 (C+).
ELF
Buy62
out of 100
Grade: C+
UL
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.3%
Fair Value
$82.84
Current Price
$69.65
$13.19 discount
Margin of Safety
-268.2%
Fair Value
$20.26
Current Price
$60.80
$40.54 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 37.8% year-over-year
Earnings expanding 116.7% YoY
Every $100 of equity generates 31 in profit
Large-cap with strong market position
Strong operational efficiency at 20.1%
Generating 5.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
6.8% margin — thin
Expensive relative to growth rate
Revenue declined 3.2%
Earnings declined 3.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : ELF
The strongest argument for ELF centers on Revenue Growth, EPS Growth. Revenue growth of 37.8% demonstrates continued momentum.
Bull Case : UL
The strongest argument for UL centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 20.1%.
Bear Case : ELF
The primary concerns for ELF are PEG Ratio, P/E Ratio, Profit Margin.
Bear Case : UL
The primary concerns for UL are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
ELF profiles as a hypergrowth stock while UL 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.
UL generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
ELF scores higher overall (62/100 vs 50/100) 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.
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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