Beauty Health (SKIN)
NASDAQ:SKIN
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Beauty Health
(NASDAQ:SKIN)
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Rating:45Neutral
Price Target:
$0.79
▼(-1.88% Downside)
Action:ReiteratedDate:03/28/26
The score is held back primarily by shrinking revenue, ongoing GAAP losses, and an aggressively leveraged balance sheet. Recent positives—strong gross margins, improved operating/free cash flow, and earnings-call guidance for positive adjusted EBITDA—partly offset those risks, but weak technical momentum and a litigation/governance overhang keep the overall profile below average.
Positive Factors
Recurring consumables revenue (razor-and-blades)
The business generates large, recurring consumables revenue tied to treatments. This razor-and-blades model produces predictable, repeatable demand and high-margin sales that sustain cash flow and provide durable revenue visibility even when device placements slow, supporting long-term economics.
Negative Factors
Multi-year revenue decline
Persistent top-line contraction erodes operating leverage and delays the benefits of the installed base. Continued revenue declines limit scalability of fixed-cost absorption, slow margin improvement cadence, and extend the timeline to a durable return-to-growth absent sustained demand or new product adoption.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring consumables revenue (razor-and-blades)
The business generates large, recurring consumables revenue tied to treatments. This razor-and-blades model produces predictable, repeatable demand and high-margin sales that sustain cash flow and provide durable revenue visibility even when device placements slow, supporting long-term economics.
Read all positive factors
Beauty Health (SKIN) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$102.88M
Dividend YieldN/A
Average Volume (3M)1.04M
Price to Earnings (P/E)―
Beta (1Y)2.06
Revenue Growth-13.14%
EPS Growth57.98%
CountryUS
Employees769
SectorConsumer Defensive
Sector Strength42
IndustryHousehold & Personal Products
Share Statistics
EPS (TTM)-0.06
Shares Outstanding127,773,050
10 Day Avg. Volume926,645
30 Day Avg. Volume1,036,656
Financial Highlights & Ratios
PEG Ratio0.28
Price to Book (P/B)2.88
Price to Sales (P/S)0.58
P/FCF Ratio4.72
Enterprise Value/Market Cap2.42
Enterprise Value/Revenue0.83
Enterprise Value/Gross Profit1.27
Enterprise Value/Ebitda6.67
Forecast
1Y Price Target
$1.82Price Target Upside127.50% Upside
Rating ConsensusHold
Number of Analyst Covering6
EPS Forecast (FY)-0.13
Revenue Forecast (FY)$306.66M
Beauty Health Business Overview & Revenue Model
Company Description
The Beauty Health Company designs, develops, manufactures, markets, and sells aesthetic technologies and products worldwide. The company's flagship product includes HydraFacial that enhance the skin to cleanse, peel, exfoliate, extract, infuse, an...
How the Company Makes Money
Beauty Health primarily makes money through a recurring “razor-and-blades” model tied to the HydraFacial platform. (1) Consumables sales: After a provider installs a HydraFacial system, each treatment requires single-use items (e.g., tips) and sol...
Beauty Health Earnings Call Summary
Earnings Call Date:Mar 12, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:May 07, 2026
Earnings Call Sentiment Positive
The call presented a mix of clear operational and profitability improvements (notably strong adjusted EBITDA growth, margin expansion, operating cash generation, and a large installed base) alongside persistent top-line challenges (approximately 10% FY revenue decline, device/capital equipment weakness, APAC/China transition and a sizable cash reduction tied to debt repurchases). Management framed 2026 as an execution year to stabilize utilization, invest in sales/marketing/innovation, and drive a return to growth in 2027. Given the scale of margin and EBITDA recovery and strategic actions to unlock installed-base economics, the positives around profitability and structural positioning outweigh the near-term revenue and regional challenges.Positive Updates
Quarterly Revenue Stabilization
Q4 total revenue of $82.4M, down 1.3% year-over-year — a meaningful improvement from the double-digit decline seen in Q3, signaling stabilization in topline performance.
Negative Updates
Full-Year Revenue Decline
Net sales for fiscal 2025 were $300.8M vs. $334.3M in 2024, a decline of approximately 10.0% year-over-year, reflecting ongoing top-line pressure despite margin and profitability improvements.
Read all updates
Q4-2025 Updates
Positive
Negative
Quarterly Revenue Stabilization
Q4 total revenue of $82.4M, down 1.3% year-over-year — a meaningful improvement from the double-digit decline seen in Q3, signaling stabilization in topline performance.
Read all positive updates
Company Guidance
Management guided 2026 revenue of $285–$305 million with positive adjusted EBITDA of $35–$45 million (the midpoint is broadly consistent with 2025’s $300.8M once you normalize for the China/go‑to‑market change), noting the year will be back‑half weighted; Q1 2026 revenue is expected at $63–$68 million with adjusted EBITDA of $3.5–$5.5 million, gross margin for the full year should be roughly consistent with 2025, churn is assumed flat year‑over‑year, the company expects H1 to be down mid‑single digits and H2 to improve (excluding APAC: H1 down low‑single digits, H2 up low‑single digits), and they plan to exit 2026 on a stronger trajectory with a return to growth targeted for 2027.Beauty Health Financial Statement Overview
Summary
Income Statement
38
Negative
Balance Sheet
22
Negative
Cash Flow
55
Neutral
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 300.80M | 334.29M | 397.99M | 365.88M | 260.09M |
| Gross Profit | 196.40M | 182.30M | 155.11M | 248.78M | 178.54M |
| EBITDA | 33.00K | 10.34M | -53.56M | 81.60M | -350.93M |
| Net Income | -9.50M | -29.10M | -100.12M | 44.22M | -378.76M |
Balance Sheet | |||||
| Total Assets | 499.80M | 685.68M | 929.11M | 1.00B | 1.22B |
| Cash, Cash Equivalents and Short-Term Investments | 232.70M | 370.06M | 523.02M | 568.20M | 901.89M |
| Total Debt | 378.70M | 568.16M | 752.29M | 751.79M | 746.41M |
| Total Liabilities | 438.70M | 633.88M | 869.72M | 836.03M | 916.51M |
| Stockholders Equity | 61.10M | 51.80M | 59.39M | 167.05M | 302.30M |
Cash Flow | |||||
| Free Cash Flow | 37.18M | 9.34M | 8.70M | -123.99M | -43.98M |
| Operating Cash Flow | 37.50M | 16.13M | 21.75M | -106.60M | -28.36M |
| Investing Cash Flow | -5.16M | -6.79M | -31.51M | -18.87M | -37.73M |
| Financing Cash Flow | -174.90M | -158.34M | -37.45M | -205.24M | 959.03M |
Beauty Health Technical Analysis
Negative
0.80
Price Trends
1.20
Negative
1.31
Negative
1.59
Negative
Market Momentum
-0.05
Positive
28.83
Positive
0.15
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SKIN, the sentiment is Negative. The current price of 0.8 is below the 20-day moving average (MA) of 1.10, below the 50-day MA of 1.20, and below the 200-day MA of 1.59, indicating a bearish trend. The MACD of -0.05 indicates Positive momentum. The RSI at 28.83 is Positive, neither overbought nor oversold. The STOCH value of 0.15 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SKIN.
Beauty Health Risk Analysis
Beauty Health disclosed 94 risk factors in its most recent earnings report. Beauty Health reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Beauty Health Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
64 Neutral | $314.95M | 17.43 | 15.38% | ― | -5.47% | 13.42% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
55 Neutral | $343.14M | 2.96 | 20.36% | 2.39% | -12.10% | ― | |
52 Neutral | $981.98M | -3.02 | -2.50% | 3.51% | -1.34% | -73.59% | |
49 Neutral | $64.07M | -50.67 | 6.53% | ― | 30.04% | -53.50% | |
46 Neutral | $320.24M | -1.34 | -67.60% | ― | -5.64% | -577.74% | |
45 Neutral | $102.88M | -5.47 | -19.78% | ― | -13.14% | 57.98% |
* Consumer Defensive Sector Average
SKIN
Beauty Health
0.81
-0.52
-39.02%
HELE
Helen Of Troy
13.88
-40.14
-74.31%
NUS
Nu Skin
7.13
0.09
1.26%
EPC
Edgewell Personal Care
21.02
-8.79
-29.49%
SLSN
Solesence
0.91
-1.17
-56.35%
EWCZ
European Wax Center
5.78
1.87
47.70%
Beauty Health Corporate Events
Business Operations and StrategyLegal Proceedings
Beauty Health Advances Governance Settlement Over Syndeo Launch
Negative
Mar 6, 2026
On March 3, 2026, The Beauty Health Company notified stockholders that on February 9, 2026, it had entered into a stipulation of settlement, subject to Delaware Court of Chancery approval, to resolve a consolidated stockholder derivative action al...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.