ELF 基本面（利润率、自由现金流）强劲，预计将迎来多年上升趋势，并在 2-3 年内实现创纪录的每股收益和新的历史最高股价。
逐段跳播
好，接下来是第 67 只股票，e.l.f. Beauty，E.L.F.。这是一只 103 美元的股票。过去一年它上涨了约 24%。这只股票几个月前曾跌至 49 美元的低点。我希望你在 40 多、50 多、60 多或 70 多美元时买了一些这些股票，因为年初时那是多么好的机会啊，不是吗？
在我看来，这只股票长期来看是一只 400 美元的股票。
Okay , next up is stock number 67 , e.l.f. Beauty, E.L.F. This is a $103 stock. It has increased by about 24% in the last year. This stock hit a low of $ 49 many months ago. I hope you bought some of these shares in the 40s, 50s, 60s or 70s, because what a great opportunity it was at the beginning of the year, wasn't it ?
In my opinion, this stock is a $400 stock in the long term.
这是一家化妆品公司，他们现在拥有 Rodan + Fields Beauty。还有其他几个品牌，比如 Notorium 以及更多，对吧？
It's a cosmetics company and they now own Rodan + Fields Beauty. Several other brands, like Notorium and many more, right?
现在，说到 e.l.f.，看看那个。就看看那个。看看营收图表。女士们先生们，还有什么能比这更史诗级吗？毛利率在上升，净利润率正在强劲回升。我的意思是，这真的很美。看看每股收益（EPS）。
Now, speaking of e.l.f., look at that. Just look at that. See the revenue chart. Could anything be more epic than that, ladies and gentlemen? Gross margin is increasing, net margin is coming back strongly.
I mean, it's really beautiful. Look at earnings per share (EPS).
所以，说清楚一点，他们去年一直到今年都经历了关税的风波，对吧？过去几年里发生了许多戏剧性的事件。他们收购了Road，扩展了业务，并拓展到了欧洲市场。结果，过去一两年里的大量支出对这家公司的每股收益造成了负面影响，对吧？
但好消息是，我们将迎来每股收益的又一轮大幅上升趋势，很可能到明年这个时候，你会看到Elf历史上最高的每股收益，对吧？
So, to be clear , they went through the drama of tariffs last year and up until this year, right? And many dramatic events have occurred over the past few years. And they acquired Road , expanded their business and expanded into the European market.
As a result, a lot of expenses in the last year or two have had a negative impact on this company's earnings per share, right? But the good news is, we're going to go through another big uptrend in earnings per share, and probably by this time next year you'll see the highest earnings per share in Elf's history , right?
这家公司的自由现金流正在显著增长。这家公司的每股自由现金流正在显著增长，对吧？而且你知道，过去几年里流通股数量略有增加，但考虑到他们所做的收购，这并不算多，实际上还不算太糟。流动比率也非常亮眼。看看流动资产和流动负债的当前状况。
This company's free cash flow is increasing significantly. This company's free cash flow per share is growing significantly, right? And you know, the outstanding shares have gone up a little bit in the last few years, but considering the acquisitions they've made, it's not too much , it's actually not too bad.
And the current ratio is very impressive. View the current status of current assets and current liabilities.
所以，当我看着Elf时，我看到了一家伟大的公司，对吧？Tareng加入这家公司以来做得非常出色，不是吗？我最初开始买这只股票时，它的价格略高于7美元。所以，它已经走了很远，对吧？
它已经走了很远，但过去几年里他们经历了许多戏剧性的局面。
So, when I look at Elf, I see a great company , right ? Tareng has done an amazing job since joining this company, hasn't he ? When I first started buying this stock , its price was a little over $7.
So, it's come a long way , right ? It has come a long way, but they have been through a lot of dramatic situations in the last few years.
记住，这只股票的价格在2024年前后超过了每股200美元，对吧？然后海关问题发生了，很多事情一下子都砸到了这家公司头上，对吧？而他们挺过了那场风暴。这只股票已经跌到过49美元的低点，对吧？而自那以后它反弹得相当不错。
Remember, the price of this stock exceeded $200 per share around 2024, right ? Then the customs issues happened and a lot of things hit the company at once, right? And they weathered that storm.
The stock had already hit a low of $49 , right ? And it has turned around quite well since then.
所以，我们正处在这家公司一个巨大的长期上升趋势之中，这个趋势将持续好几年，对吧？未来Elf可能会有更艰难的时期，但我不认为这会在不久的将来发生。我认为至少在接下来2年，甚至3年里，它都会过得非常好。
而你会看到这只股票的价格达到一个大得多的数字。历史最高纪录，甚至更高，对吧？所以，Elf，我真的、真的很喜欢这家公司，好吗？
So, we're in a huge long-term upward trend for this company that will continue for several years, right ? There may be more difficult times for Elf in the future , but I do n't see that happening in the near future.
I think it will have a very good time for at least the next 2 years, if not 3 years. And you will see the price of this stock reach a much larger number. The highest record of all time and more, right ?
So, Elf, I really, really love this particular company, okay?
观察点
这个频道对 $ELF 的历次判断
Financial Education 在这只股票上共 8 条判断，这里只列相邻的几条。