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Beauty and together with our subsidiaries, the Company, or we ) is a multi-brand beauty company that offers inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. To be a different kind of beauty company by building brands that disrupt industry norms, shape culture and connect communities through positivity, inclusivity and accessibility.
$53.49
$2.51 (-4.48%)
Price from 2 days ago
Operating margin is thin at 4.50%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue grew 24.6%, still solid. Margins contracted 7.5pp, which offsets some of the top-line progress.
At 122x earnings, the current multiple leaves limited room for execution misses or growth deceleration. ROIC dropped from 12.42% to 3.77%, capital efficiency is deteriorating.
121.6x earnings, 16.7x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$1.64B
▲ +24.6% YoY
Net Income (TTM)
$26M
▼ -76.5% YoY
Op. Margin
4.50%
▼ -7.5pp YoY
ROIC
3.77%
▼ -8.6pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$190M
▲ +64.8% YoY
Op. Cash Flow (TTM)
$213M
▲ +58.8% YoY
Net Debt
$660M
Cash & Equiv.
$290M
5Y CAGR: +38.8%
5Y CAGR: +52.6%
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