ELF Beauty Inc (ELF)vsKenvue Inc. (KVUE)
ELF
ELF Beauty Inc
$69.65
+3.09%
CONSUMER DEFENSIVE · Cap: $4.03B
KVUE
Kenvue Inc.
$17.66
+0.63%
CONSUMER DEFENSIVE · Cap: $33.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Kenvue Inc. generates 895% more annual revenue ($15.12B vs $1.52B). KVUE leads profitability with a 9.7% profit margin vs 6.8%. KVUE appears more attractively valued with a PEG of 1.49. ELF earns a higher WallStSmart Score of 62/100 (C+).
ELF
Buy62
out of 100
Grade: C+
KVUE
Buy58
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
+1.3%
Fair Value
$18.79
Current Price
$17.66
$1.13 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 37.8% year-over-year
Earnings expanding 116.7% YoY
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
6.8% margin — thin
3.2% revenue growth
Weak financial health signals
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 37.8% demonstrates continued momentum.
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 PEG Ratio, P/E Ratio, Profit Margin.
Bear Case : KVUE
The primary concerns for KVUE are Revenue Growth, Piotroski F-Score, 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 1.68 — expect wider price swings.
ELF is growing revenue faster at 37.8% — sustainability is the question.
KVUE generates stronger free cash flow (744M), providing more financial flexibility.
Bottom Line
ELF scores higher overall (62/100 vs 58/100) 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.
Kenvue Inc.
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
Kenvue Inc. is a consumer health company globally.
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