ELF Beauty Inc (ELF)vsTarget Corporation (TGT)
ELF
ELF Beauty Inc
$96.74
-0.18%
CONSUMER DEFENSIVE · Cap: $6.16B
TGT
Target Corporation
$155.83
+0.06%
CONSUMER DEFENSIVE · Cap: $70.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Target Corporation generates 40034% more annual revenue ($107.70B vs $268.37M). TGT leads profitability with a 4.1% profit margin vs -0.2%. ELF appears more attractively valued with a PEG of 1.37. TGT earns a higher WallStSmart Score of 66/100 (B-).
ELF
Hold50
out of 100
Grade: D+
TGT
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ELF.
Margin of Safety
+5.3%
Fair Value
$120.98
Current Price
$155.83
$34.85 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 35.5% year-over-year
Earnings expanding 93.1% YoY
Earnings expanding 100.5% YoY
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Attractively priced relative to earnings
Generating 2.4B 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 21.7x book value
Expensive relative to growth rate
4.1% margin — thin
Elevated debt levels
Weak financial health signals
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 : TGT
The strongest argument for TGT centers on EPS Growth, Market Cap, Return on Equity.
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 : TGT
The primary concerns for TGT are PEG Ratio, Profit Margin, Debt/Equity. Thin 4.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
ELF profiles as a hypergrowth stock while TGT 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.
TGT generates stronger free cash flow (2.4B), providing more financial flexibility.
Bottom Line
TGT scores higher overall (66/100 vs 50/100). Both earn "Strong 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.
Target Corporation
CONSUMER DEFENSIVE · DISCOUNT STORES · USA
Target Corporation is an American retail corporation. Their retail formats include the discount store Target, the hypermarket SuperTarget, and small-format stores previously named CityTarget and TargetExpress before being consolidated under the Target branding.
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