COMPARE · Data as of October 9, 2026

PM vs ELF

Verdict: Side-by-side breakdown using the Bull Rankings model. PM scored 53.8, ELF scored 49.7 — PM leads.
Compare another set
PM
Philip Morris International Inc.
Tobacco · Quality-Growth
53.8
$201.19 · $313.6B
fundamentals as of
Score gap
4.1
PM leads
ELF
e.l.f. Beauty, Inc.
Household & Personal Products · Quality-Growth
49.7
$109.23 · $6.4B
fundamentals as of
  • CheapestPM28.9x
  • Fastest growthELF+24.6%
  • Highest qualityPM94 / 100
THE BULL RANKINGS SCORECARD53.8/ 100 · BULL SCOREPEER MEDIANQUALITY93.6GROWTH58.4VALUE28.5
THE BULL RANKINGS SCORECARD49.7/ 100 · BULL SCOREPEER MEDIANQUALITY47.7GROWTH87.1VALUE29.6
PMELFQuality93.647.7Growth58.487.1Value28.529.6
cheap & fastrevenue growth →← cheaper (lower multiple)-1%19%+24x34x+PMoff-scaleELF

Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.

FCFPM$12.7bELF$280m
RevPM+8.9%ELF+24.6%
P/EPM28.9xELF108.1x
PEGPM2.41ELF1.37
PM
stronger →← stronger
ELF
94
Qualityreturns · margins · balance sheet
48
58
Growthrevenue & earnings expansion
87
28
Valuevaluation vs sector peers
30
ELF is stronger on 2 of 3 pillars.
PM
ELF
$12.7bA-
FCF
$280mC
+8.9%B
Rev
+24.6%A-
Negative equity
D/E
0.80B
28.9xC+
P/E
108.1xD
2.41C
PEG
1.37B
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
PM
ELF
48% above
Price vs fair valuelower is cheaper
49% above
~16%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~26%/yr
-37%
1-yr DCF upside
-48%
-33%
5-yr DCF upside
-33%
-26%
10-yr DCF upside
-5%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
PM
Why this score
  • Raising its dividend
ELF
Why this score
  • Diluting shareholders
PMPhilip Morris International Inc.
Tobacco · $201.19 · beta 0.36
Why now
Tobacco · market cap $313.6b. 3% off the 52-week high of $207.76. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $208.13 (implying +3% upside).
Moat
Net margin 26% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. FCF converts 117% of net income — earnings translate cleanly into cash. $313.6b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
ELFe.l.f. Beauty, Inc.
Household & Personal Products · $109.23 · beta 1.60
Why now
Household & Personal Products · market cap $6.4b. Down 23% from 52-week high of $141.50 — 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 $105.00 (implying -4% upside).
Moat
Free cash flow runs well ahead of reported net income.
Risk
Trailing P/E 108.1x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Beta 1.60 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Net margin 3.4% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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.

Where PM and ELF diverge

On the headline score the gap is 4.1 points in favor of PM. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.

Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.

Common questions

Is PM or ELF the better stock?

PM scores higher: PM 53.8, ELF 49.7 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.

Where do PM and ELF differ most?

The widest gap is quality, where PM leads by 46 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.

How are PM and ELF scored?

Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.

How current is this comparison?

The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.