Is ELF stock a buy after its 25% crash?

e.l.f. beauty has had a great run in the last 5 years. This was also quite noticable with the high valuation. Today I'll see if the company is a good addition to a long term portfolio after it's recent dip and we'll also check the growth potential in the next years.
Tradingview:
www.tradingview.com/?aff_id=1...
0:00 Intro
1:23 Business mode
7:45 Market Trend
9:07 Porters 5F
11:57 Performance
12:23 Financial analysis
14:57 Valuation
17:11 Conclusion
Disclaimer:
This is no Investment Advice!
The content of this video is for informational and educational purpose only. I am not a financial advisor. I’m sharing my own thoughts and analysis for your entertainment and information. You should not use this information or material as legal, tax, investment or financial advice. Nothing shown here constitutes a recommendation or offer to buy or sell any securities or other financial instruments.
#investing #stockanalysis #finance #fundamentalanalysis

[@FBICPS]

I loaded the boat today 🙏

[@CashflowManiac]

Good luck!

[@Samsolid1]

Excellent video sir

[@CashflowManiac]

Thank you so much Sir! :-)

[@DomsStocks-nl4xh]

Using a PE multiple of 75, 5 years later seems extremely steep. Their growth is going to slow at some point

[@CashflowManiac]

Hi Doms, again thanks a lot for your comment! You're definitely right (and I project the DCF for 10years even, so your point is even more relevant ;-)). I probably didn't make a good point here. Let me try again: Even with this high P/E value of 75 the fair value is already below the current stock price. So with lower multiples this difference would only increase further. Now you got me curious. Are you invested in ELF or thinking about it?

[@DomsStocks-nl4xh]

You know elf does not manufacture its own products. sooo, the threat of new entrants is actually high, not low. Otherwise good analysis

[@CashflowManiac]

Hi Doms, thanks a lot for your comment! I applaud that you do you own analysis and make your own thoughts! I can see how you come to that conclusion and there are some Porters 5F analysis out on the internet that totally agree with you. However the production lines still have to be built up and the products produced. And even though not as high as cost for a own production facility still significant. These costs are usually billed to the customer in this case, ELF (although admittedly I don't know the details of these supplier contracts). But I still think that due to these costs that have to be payed by ELF in the end and their brand name it is hard for new players to compete with them.