Simpson Manufacturinge.l.f. Beauty

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 under...

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

Explore Basket
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

Explore Basket
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

Explore Basket
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

Explore Basket
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

Explore Basket
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

Explore Basket
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

Explore Basket
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

Explore Basket
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

Explore Basket
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

Explore Basket
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

Explore Basket

Investment Analysis

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.

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.

Why invest with Nemo?

Nemo Logo Fade
🆓

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 ManufacturingFloor & Decor

Simpson Manufacturing vs Floor & Decor

Simpson Manufacturing vs Floor & Decor

Simpson ManufacturingMohawk Industries

Simpson Manufacturing vs Mohawk Industries

Simpson Manufacturing vs Mohawk Industries

Simpson ManufacturingSiriusXM

Simpson Manufacturing vs SiriusXM

Simpson Manufacturing vs SiriusXM

Frequently asked questions