COMPARE · Reviewed July 29, 2026
CL vs ELF
Verdict: Side-by-side breakdown using the Bull Rankings model. CL scored 40.2, ELF scored 51.7 — ELF leads.
Compare another set
CL
Colgate-Palmolive Co
40.2
$91.20 · $73.6B
Score gap
11.5
ELF leads
ELF
e.l.f. Beauty, Inc.
51.7
$82.43 · $4.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
CL
stronger →← stronger
ELF
90
Qualityreturns · margins · balance sheet
40
46
Growthrevenue & earnings expansion
100
15
Valuevaluation vs sector peers
34
ELF is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CL
ELF
$3.8bB
FCF
$190mC
+4.3%C+
Rev
+24.6%A-
—
D/E
0.81B
35.6xC
P/E
187.3xD
8.38D
PEG
1.37B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CL
ELF
29% above
Price vs fair valuelower is cheaper
151% above
~10%/yr
Growth the price implies10-yr FCF · lower = less priced in
~34%/yr
-24%
1-yr DCF upside
-64%
-22%
5-yr DCF upside
-60%
-21%
10-yr DCF upside
-55%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CL
Why this score
- Durable high returns
ELF
Why this score
- Diluting shareholders
The companies
CLColgate-Palmolive Co
Why now
Consumer products · market cap $73.6b. 8% off the 52-week high of $99.33.
Moat
ROE 475% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $73.6b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Trailing P/E 36x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
ELFe.l.f. Beauty, Inc.
Why now
Household & Personal Products · market cap $4.9b. Down 45% from 52-week high of $150.99 — deep drawdown territory. Revenue growing +25%, comfortably above the S&P median. 16 sell-side analysts rate this a Buy with a mean 1-yr target of $78.81 (implying -4% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trailing P/E 187.3x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 45% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.39 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.