Event-Driven Stocks

e.l.f. Beauty, Inc.

ELF

Other · Large accelerated filer · SEC filings ↗ · Compare ⊕

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Signs4 good1 warningdetails ↓

Financials

SEC XBRL · annual
 FY26FY25FY24FY23FY22FY21
Revenue$1.64B$1.31B$1.02B$216.3M$122.6M$97.0M
Operating income$73.6M$158.0M$149.7M$68.1M$29.8M$9.4M
Net income$26.3M$112.1M$127.7M$53.0M$14.5M$8.3M
Total assets$2.39B$1.25B$1.13B$595.6M$494.6M$487.4M
Total liabilities$1.26B$487.3M$486.7M$184.6M$182.2M$217.7M
Equity$1.13B$760.9M$642.6M$411.0M$312.4M$269.6M
EPS (diluted)$0.44$1.92$2.21$0.93$0.27$0.15
Shares out.59.4M56.3M55.9M53.9M52.3M51.6M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2026
Operating margin
4.5%
Net margin
1.6%
Return on equity
2.3%
Return on assets
1.1%
Return on capital (ROCE)
3.6%
Liabilities / assets
52.8%
Debt / equity
1.12×
Book value / share
$19.02
Revenue growth (YoY)
24.6%
Net income growth (YoY)
−76.5%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2026
Altman Z″ (distress)
2.18grey zone
Accruals / assets
7.8%clean
Beneish M-Score
-2.57normal
Piotroski F-Score
3/9weak

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
78
/ 100
Profitability 100Growth 50Catalyst 67Earnings quality 100Financial strength 75

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

1 warning4 good
  • Altman Z″ in the grey zone
  • Operating margin is positive
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
10 acquisitions2 disposals1 open-market buy(s)net +344,043 shares · last 12
InsiderDateTypeSharesPrice
Levitan Lauren CooksDirectorMay 28, 2026Option exercise7,714$8.23
Amin TarangOfficer — Chief Executive OfficerMay 26, 2026Gift18,947$0.00
Franks Joshua AllenOfficer — SVP, OperationsApr 24, 2026Grant42,237$0.00
Hartnett Jennifer CatherineOfficer — Chief Commercial OfficerApr 24, 2026Grant36,956$0.00
Milsten ScottApr 24, 2026Grant42,237$0.00
Fields Mandy JOfficer — See RemarksApr 24, 2026Grant42,237$0.00
Marchisotto KoryOfficer — See RemarksApr 24, 2026Grant42,237$0.00
Amin TarangOfficer — Chief Executive OfficerApr 24, 2026Grant73,914$0.00
Amin TarangOfficer — Chief Executive OfficerApr 1, 2026Option exercise71,000$26.84
Farrell MatthewDirectorFeb 20, 2026Buy5,000$92.96
Farrell MatthewDirectorFeb 12, 2026Grant980$0.00
Amin TarangOfficer — Chief Executive OfficerDec 4, 2025Sell1,522$79.83

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20268.9M2.7+21.3%
Apr 30, 20267.3M3.4-0.7%
Apr 15, 20267.4M2.9-7.5%
Mar 31, 20268.0M3.5+23.1%
Mar 13, 20266.5M2.8+21.4%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗
  • 4Jun 1, 2026
  • 4May 28, 2026
  • 144May 28, 2026
  • SDMay 27, 2026
  • S-8May 21, 2026
  • 10-KMay 21, 2026
  • 8-KMay 20, 2026
  • SCHEDULE 13GApr 29, 2026
  • 4Apr 28, 2026
  • 4Apr 28, 2026
  • 4Apr 28, 2026
  • 4Apr 28, 2026
  • 4Apr 28, 2026
  • 4Apr 28, 2026
  • 4Apr 2, 2026

Event-driven situations (1)

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