Simpson Manufacturing vs e.l.f. Beauty

This page compares Simpson Manufacturing and e.l.f. Beauty, examining their business models, financial performance, and market context. The content is neutral and accessible, enabling readers to understand how the two companies operate within the sector. Educational content, not financial advice.

This page compares Simpson Manufacturing and e.l.f. Beauty, examining their business models, financial performance, and market context. The content is neutral and accessible, enabling readers to under...

Investment Analysis

Simpson Manufacturing

SSD

Pros

Simpson Manufacturing reported a 6.2% year-over-year increase in net sales in Q3 2025, demonstrating solid top-line growth.
The company achieved a 16.7% increase in net income per diluted share for Q3 2025, reflecting improved profitability.
Robust financial health is supported by strong margins, including a gross margin of 46.13%, outperforming most industry peers.

Considerations

The stock is considered slightly overvalued compared to its fair value, which may limit near-term price appreciation.
Growth rates have shown signs of slowing compared to previous years despite continued positive earnings momentum.
Simpson Manufacturing faces risks from ongoing macroeconomic challenges that could impact construction demand.

e.l.f. Beauty

ELF

Pros

e.l.f. Beauty offers inclusive, accessible, vegan, and cruelty-free cosmetics and skincare products catering to growing consumer demand.
The recent addition of Rhode, Hailey Bieber’s cosmetics line, is expected to enhance brand portfolio and revenue streams.
Strong market positioning as an affordable beauty brand with a loyal customer base supports potential organic growth.

Considerations

The company trades at a high P/E ratio above 80, indicating potentially expensive valuation relative to earnings.
Benefit from brand strength could be offset by intense competition in the cosmetics industry and changing consumer trends.
Higher valuation multiples increase sensitivity to any earnings misses or macroeconomic headwinds impacting discretionary spending.

Related Market Insights

The Onshoring Boom: Building America's New Factories

Discover the Onshoring Boom. New tariffs drive US manufacturing, creating opportunities for construction, engineering, and industrial firms. Invest in this structural shift with Nemo.

Aimee Silverwood | Financial Analyst

September 29, 2025

Building Products M&A Wave: The Consolidation Play That Could Reshape an Industry

Explore the building products M&A wave. Discover investment opportunities in companies benefiting from industry consolidation. Invest via Nemo from £1.

Aimee Silverwood | Financial Analyst

August 7, 2025

When the Economy Wobbles, These Stocks Stand Firm

Navigate economic uncertainty with defensive stocks. Discover resilient companies in essential services & consumer staples for stability when markets turn choppy.

Aimee Silverwood | Financial Analyst

August 4, 2025

Related Market Insights

The Onshoring Boom: Building America's New Factories

Discover the Onshoring Boom. New tariffs drive US manufacturing, creating opportunities for construction, engineering, and industrial firms. Invest in this structural shift with Nemo.

Aimee Silverwood | Financial Analyst

September 29, 2025

Building Products M&A Wave: The Consolidation Play That Could Reshape an Industry

Explore the building products M&A wave. Discover investment opportunities in companies benefiting from industry consolidation. Invest via Nemo from £1.

Aimee Silverwood | Financial Analyst

August 7, 2025

When the Economy Wobbles, These Stocks Stand Firm

Navigate economic uncertainty with defensive stocks. Discover resilient companies in essential services & consumer staples for stability when markets turn choppy.

Aimee Silverwood | Financial Analyst

August 4, 2025

America's Housing Market Roars Back: The Builders and Suppliers Set to Profit

The US housing market is roaring back. Discover top homebuilders & material suppliers set to profit. Invest in the Housing Rebound Neme on Nemo with fractional shares.

Aimee Silverwood | Financial Analyst

July 25, 2025

America's Housing Boom: Why These Builders Are Thriving

Explore the US housing boom driven by shortages & demographics. Invest in top homebuilders & construction companies across the value chain with Nemo.

Aimee Silverwood | Financial Analyst

July 25, 2025

Home Depot's $4.3bn GMS Deal Signals Building Supply Consolidation Wave

Home Depot's GMS deal sparks a building supply consolidation wave. Discover investment opportunities in acquisition targets & beneficiaries. Invest with Nemo.

Aimee Silverwood | Financial Analyst

July 25, 2025

Home Depot's Bold Play: Why Building Material Stocks Could Soar

Explore how Home Depot's GMS acquisition signals a consolidation wave in building materials. Discover investment opportunities in pro contractor stocks & distribution efficiency with Nemo.

Aimee Silverwood | Financial Analyst

July 25, 2025

The Supply Chain Revolution: Why Domestic Manufacturing Is the New Investment Frontier

Discover the Fortified Supply Chain Neme. Invest in companies leading the domestic manufacturing revolution & building resilient supply chains. Access fractional shares on Nemo.

Aimee Silverwood | Financial Analyst

July 25, 2025

Aftermath: Philadelphia Reconstruction - Profiting from Disaster Recovery

The Philadelphia explosion creates urgent reconstruction demand. Invest in companies benefiting from urban disaster recovery, construction, and infrastructure. Explore this event-driven opportunity.

Aimee Silverwood | Financial Analyst

July 25, 2025

Fortress America: Why Domestic Supply Chains Are the New Safe Haven

Invest in US domestic supply chains for trade war protection. Discover companies insulated from global volatility with Nemo's Fortress America Neme.

Aimee Silverwood | Financial Analyst

July 25, 2025

Trump's Tariff Gambit: Why US Steel Giants Could Strike Gold

Discover how Trump's expanded tariffs are creating a golden opportunity for US steel giants like Nucor & US Steel. Explore the investment potential in American manufacturing's resurgence.

Aimee Silverwood | Financial Analyst

July 11, 2025

Which Baskets Do They Appear In?

Onshoring Stocks: Could New Tariffs Boost Manufacturing?

Onshoring Stocks: Could New Tariffs Boost Manufacturing?

The Trump administration has imposed new tariffs on pharmaceuticals, trucks, and furniture to spur domestic production. This creates an investment opportunity in U.S.-based construction, engineering, and industrial companies poised to benefit from the push to build new manufacturing plants.

Published: September 29, 2025

Building Products M&A Wave

Building Products M&A Wave

Leading U.S. cabinetry manufacturers MasterBrand and American Woodmark are merging to create an industry giant valued at $3.6 billion. This move signals a broader consolidation trend, creating potential investment opportunities among other building product companies that may benefit from increased M&A activity.

Published: August 7, 2025

Defensive Plays For A Slowing Economy

Defensive Plays For A Slowing Economy

U.S. job growth has slowed more than expected, signaling that economic uncertainty from trade tensions is impacting the labor market. This creates a potential investment opportunity in companies that are resilient to economic headwinds, such as those in defensive sectors and essential business services.

Published: August 4, 2025

Which Baskets Do They Appear In?

Onshoring Stocks: Could New Tariffs Boost Manufacturing?

Onshoring Stocks: Could New Tariffs Boost Manufacturing?

The Trump administration has imposed new tariffs on pharmaceuticals, trucks, and furniture to spur domestic production. This creates an investment opportunity in U.S.-based construction, engineering, and industrial companies poised to benefit from the push to build new manufacturing plants.

Published: September 29, 2025

Building Products M&A Wave

Building Products M&A Wave

Leading U.S. cabinetry manufacturers MasterBrand and American Woodmark are merging to create an industry giant valued at $3.6 billion. This move signals a broader consolidation trend, creating potential investment opportunities among other building product companies that may benefit from increased M&A activity.

Published: August 7, 2025

Defensive Plays For A Slowing Economy

Defensive Plays For A Slowing Economy

U.S. job growth has slowed more than expected, signaling that economic uncertainty from trade tensions is impacting the labor market. This creates a potential investment opportunity in companies that are resilient to economic headwinds, such as those in defensive sectors and essential business services.

Published: August 4, 2025

Fortress America: Insulated From Trade Wars

Fortress America: Insulated From Trade Wars

Puma's recent profit warning, driven by U.S. tariffs, highlights the significant financial risks associated with global trade disputes. This event underscores a potential investment opportunity in companies with primarily domestic supply chains that are better insulated from such geopolitical volatility.

Published: July 25, 2025

Trump's Tariff Ripple Effect

Trump's Tariff Ripple Effect

These carefully selected stocks represent US companies likely to benefit from expanded tariffs on foreign imports. Our professional analysts have identified domestic manufacturers and steel producers positioned to gain market share as their international competitors face higher costs.

Published: July 11, 2025

U.S. Homebuilding Expansion

U.S. Homebuilding Expansion

A carefully selected group of companies positioned to benefit from America's strong housing market. These stocks span the entire construction value chain, from homebuilders to material suppliers and component manufacturers, all chosen by our expert analysts.

Published: July 2, 2025

Pro Contractor Supply Consolidation

Pro Contractor Supply Consolidation

This curated selection of stocks represents companies positioned to benefit from the consolidation wave in the professional contractor supply industry. Our analysts have carefully selected these distributors and manufacturers following Home Depot's strategic $4.3 billion acquisition of GMS.

Published: July 1, 2025

Home Depot's Pro Market Expansion

Home Depot's Pro Market Expansion

A collection of building material suppliers, distributors, and construction tech companies positioned to benefit from Home Depot's acquisition of GMS. These carefully selected stocks represent companies that could see increased activity or become potential consolidation targets in this evolving sector.

Published: July 1, 2025

Aftermath: Philadelphia Reconstruction

Aftermath: Philadelphia Reconstruction

Following a catastrophic explosion in Philadelphia that destroyed multiple homes, these carefully selected stocks represent companies positioned to benefit from urgent rebuilding efforts. Our team of analysts has identified businesses across construction, materials, and infrastructure that may see increased demand during this recovery period.

Published: June 30, 2025

U.S. Housing Rebound

U.S. Housing Rebound

Tap into the growing strength of America's housing market. Our financial experts have carefully selected companies poised to benefit from the uptick in new home construction and sales, from leading homebuilders to essential material suppliers.

Published: June 30, 2025

Fortified Supply Chain

Fortified Supply Chain

These carefully selected companies build resilience by keeping their operations close to home. Professional analysts have identified these businesses for their secure supply lines, which create a competitive advantage and protect against global disruptions.

Published: June 17, 2025

Buy SSD or ELF in Nemo

🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

Simpson Manufacturing vs Floor & Decor

Simpson Manufacturing vs Floor & Decor

Simpson Manufacturing vs Mohawk Industries

Simpson Manufacturing vs Mohawk Industries

Simpson Manufacturing vs Churchill Downs

Simpson Manufacturing Co Inc vs Churchill Downs

Frequently asked questions

About The Companies

Simpson Manufacturing (SSD)

Simpson Manufacturing Co Inc (ticker: SSD) is a manufacturer of structural building products and systems used in residential, commercial and industrial construction. With a market capitalisation of about $7.37 billion, the company supplies connectors, fasteners, engineered products and related items that help transfer loads and strengthen building structures. Investors should note Simpson’s earnings tend to be tied to construction activity and housing markets, making revenue somewhat cyclical; commodity costs and supply-chain dynamics can also influence margins. The company has pursued product innovation and distribution expansion to diversify end markets, which may help smooth cycles over time. This summary is for educational purposes only and is not personal investment advice; suitability depends on your situation. Values can fall as well as rise and past performance is not indicative of future results.

e.l.f. Beauty (ELF)

E.L.F. Beauty, Inc. (ELF) is a US-based cosmetics company known for affordable, trend-driven make-up and skincare. The brand has built strength through accessible pricing, fast product innovation and a digital-first distribution model that blends e-commerce, social media and selective retail partnerships. Investors often watch ELF for its ability to convert scale into operating margin, grow direct-to-consumer sales, and expand internationally. Key considerations include a loyal younger consumer base, frequent product launches that drive social-media visibility, and efficiency in marketing spend. Risks are typical of the sector: intense competition, shifting consumer tastes, inventory and supply-chain pressure, and sensitivity to economic cycles that affect discretionary spending. ELF does not currently pay a regular dividend; growth has typically been reinvested into the business. This summary is educational and not personal advice — values can fall as well as rise, and past performance is not a reliable guide to future returns. Consider your own objectives and risk tolerance before investing.