COMPARE · Data as of August 27, 2026
ELF vs PM
Verdict: Side-by-side breakdown using the Bull Rankings model. ELF scored 56.3, PM scored 47.2 — ELF leads.
Compare another set
ELF
e.l.f. Beauty, Inc.
56.3
$105.77 · $6.2B
fundamentals as of
Score gap
9.1
ELF leads
PM
Philip Morris International Inc.
47.2
$190.48 · $296.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestPM26.2x
- Fastest growthELF+31.2%
- Highest qualityPM77 / 100
Side by side · every name on one set of axes
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.
The model, pillar by pillar (0–100 each)
ELF
stronger →← stronger
PM
47
Qualityreturns · margins · balance sheet
77
94
Growthrevenue & earnings expansion
67
40
Valuevaluation vs sector peers
21
ELF is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ELF
PM
$280mC
FCF
$12.7bA-
+31.2%A
Rev
+8.9%B
0.80B
D/E
—
109.0xD
P/E
26.2xC+
1.37B
PEG
2.52C
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.
Valuation · DCF cross-check
ELF
PM
143% above
Price vs fair valuelower is cheaper
38% above
~30%/yr
Growth the price implies10-yr FCF · lower = less priced in
~14%/yr
-60%
1-yr DCF upside
-33%
-59%
5-yr DCF upside
-27%
-57%
10-yr DCF upside
-18%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ELF
Why this score
- Diluting shareholders
PM
Why this score
- Raising its dividend
The companies
ELFe.l.f. Beauty, Inc.
Why now
Household & Personal Products · market cap $6.2b. Down 30% from 52-week high of $150.99 — deep drawdown territory. Revenue growing +31% — in hypergrowth territory. 16 sell-side analysts rate this a Buy with a mean 1-yr target of $97.75 (implying -8% 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 109.0x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. 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. Net margin 3.4% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
PMPhilip Morris International Inc.
Why now
Tobacco · market cap $296.9b. 8% off the 52-week high of $207.76. 15 sell-side analysts publish a mean 1-yr target of $203.80 (implying +7% 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, a sign that working capital and capex are well-disciplined. $296.9b 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
ROE -127% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
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.
Where ELF and PM diverge
On the headline score the gap is 9.1 points in favor of ELF. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityELF 47.4 · PM 76.8PM +29.4
- GrowthELF 93.9 · PM 66.6ELF +27.3
- ValueELF 40.1 · PM 20.5ELF +19.6
Pillars run 0–100 against sector peers, so a 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.