COMPARE · Reviewed July 29, 2026
ELF vs KVUE
Verdict: Side-by-side breakdown using the Bull Rankings model. ELF scored 51.7, KVUE scored 50.4 — ELF leads.
Compare another set
ELF
e.l.f. Beauty, Inc.
51.7
$82.43 · $4.9B
fundamentals as of
Score gap
1.3
ELF leads
KVUE
Kenvue Inc.
50.4
$19.29 · $37.0B
fundamentals as of
The model, pillar by pillar (0–100 each)
ELF
stronger →← stronger
KVUE
40
Qualityreturns · margins · balance sheet
70
100
Growthrevenue & earnings expansion
43
34
Valuevaluation vs sector peers
42
KVUE is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ELF
KVUE
$190mC
FCF
$1.8bC+
+24.6%A-
Rev
-0.1%D+
0.81B
D/E
0.83B
187.3xD
P/E
23.0xB
1.37B
PEG
1.61C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ELF
KVUE
151% above
Price vs fair valuelower is cheaper
31% above
~34%/yr
Growth the price implies10-yr FCF · lower = less priced in
~11%/yr
-64%
1-yr DCF upside
-26%
-60%
5-yr DCF upside
-24%
-55%
10-yr DCF upside
-20%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ELF
Why this score
- Diluting shareholders
KVUE
No notable signals flagged.
The companies
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.
KVUEKenvue Inc.
Why now
Household & Personal Products · market cap $37.0b. 13% off the 52-week high of $22.29. 12 sell-side analysts rate this a Hold with a mean 1-yr target of $19.83 (implying +3% upside).
Moat
ROE 15% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Dividend payout 99% of earnings on a 4.3% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
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.