SALLY BEAUTY HOLDINGS INC (SBH) Fundamental Analysis & Valuation

NYSE:SBH • US79546E1047

Current stock price

14.17 USD
-0.37 (-2.54%)
At close:
14.17 USD
0 (0%)
After Hours:

This SBH fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

7

1. SBH Profitability Analysis

1.1 Basic Checks

  • In the past year SBH was profitable.
  • In the past year SBH had a positive cash flow from operations.
  • Each year in the past 5 years SBH has been profitable.
  • In the past 5 years SBH always reported a positive cash flow from operatings.
SBH Yearly Net Income VS EBIT VS OCF VS FCFSBH Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M 400M 500M

1.2 Ratios

  • The Return On Assets of SBH (6.33%) is better than 77.42% of its industry peers.
  • Looking at the Return On Equity, with a value of 21.91%, SBH belongs to the top of the industry, outperforming 83.06% of the companies in the same industry.
  • SBH has a better Return On Invested Capital (9.92%) than 77.42% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for SBH is below the industry average of 13.58%.
Industry RankSector Rank
ROA 6.33%
ROE 21.91%
ROIC 9.92%
ROA(3y)6.36%
ROA(5y)6.93%
ROE(3y)28.45%
ROE(5y)46.67%
ROIC(3y)10.66%
ROIC(5y)12.12%
SBH Yearly ROA, ROE, ROICSBH Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200 -200 400 -400 600

1.3 Margins

  • SBH has a Profit Margin of 4.87%. This is in the better half of the industry: SBH outperforms 75.00% of its industry peers.
  • SBH's Profit Margin has improved in the last couple of years.
  • SBH's Operating Margin of 8.31% is fine compared to the rest of the industry. SBH outperforms 79.03% of its industry peers.
  • In the last couple of years the Operating Margin of SBH has grown nicely.
  • With a decent Gross Margin value of 51.72%, SBH is doing good in the industry, outperforming 79.03% of the companies in the same industry.
  • In the last couple of years the Gross Margin of SBH has remained more or less at the same level.
Industry RankSector Rank
OM 8.31%
PM (TTM) 4.87%
GM 51.72%
OM growth 3Y-2.11%
OM growth 5Y2.81%
PM growth 3Y3.22%
PM growth 5Y10.44%
GM growth 3Y0.87%
GM growth 5Y1.12%
SBH Yearly Profit, Operating, Gross MarginsSBH Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40 50

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6

2. SBH Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), SBH is creating some value.
  • Compared to 1 year ago, SBH has less shares outstanding
  • Compared to 5 years ago, SBH has less shares outstanding
  • Compared to 1 year ago, SBH has an improved debt to assets ratio.
SBH Yearly Shares OutstandingSBH Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M
SBH Yearly Total Debt VS Total AssetsSBH Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B 2.5B

2.2 Solvency

  • An Altman-Z score of 2.84 indicates that SBH is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • SBH has a better Altman-Z score (2.84) than 70.97% of its industry peers.
  • SBH has a debt to FCF ratio of 3.91. This is a good value and a sign of high solvency as SBH would need 3.91 years to pay back of all of its debts.
  • The Debt to FCF ratio of SBH (3.91) is better than 70.16% of its industry peers.
  • SBH has a Debt/Equity ratio of 1.02. This is a high value indicating a heavy dependency on external financing.
  • SBH has a Debt to Equity ratio (1.02) which is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 1.02
Debt/FCF 3.91
Altman-Z 2.84
ROIC/WACC1.03
WACC9.64%
SBH Yearly LT Debt VS Equity VS FCFSBH Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M 1B 1.5B

2.3 Liquidity

  • SBH has a Current Ratio of 2.37. This indicates that SBH is financially healthy and has no problem in meeting its short term obligations.
  • Looking at the Current ratio, with a value of 2.37, SBH belongs to the top of the industry, outperforming 85.48% of the companies in the same industry.
  • A Quick Ratio of 0.57 indicates that SBH may have some problems paying its short term obligations.
  • SBH's Quick ratio of 0.57 is in line compared to the rest of the industry. SBH outperforms 51.61% of its industry peers.
Industry RankSector Rank
Current Ratio 2.37
Quick Ratio 0.57
SBH Yearly Current Assets VS Current LiabilitesSBH Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. SBH Growth Analysis

3.1 Past

  • SBH shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 13.29%, which is quite good.
  • Measured over the past years, SBH shows a quite strong growth in Earnings Per Share. The EPS has been growing by 9.38% on average per year.
  • SBH shows a decrease in Revenue. In the last year, the revenue decreased by -0.45%.
  • The Revenue has been growing slightly by 1.04% on average over the past years.
EPS 1Y (TTM)13.29%
EPS 3Y-3.87%
EPS 5Y9.38%
EPS Q2Q%11.63%
Revenue 1Y (TTM)-0.45%
Revenue growth 3Y-1.01%
Revenue growth 5Y1.04%
Sales Q2Q%0.56%

3.2 Future

  • The Earnings Per Share is expected to grow by 9.01% on average over the next years. This is quite good.
  • The Revenue is expected to grow by 1.72% on average over the next years.
EPS Next Y9.35%
EPS Next 2Y9.32%
EPS Next 3Y9.01%
EPS Next 5YN/A
Revenue Next Year1.61%
Revenue Next 2Y1.72%
Revenue Next 3Y1.72%
Revenue Next 5YN/A

3.3 Evolution

  • The EPS growth rate is stable: in the next years the growth will be about the same than in the last years.
  • The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
SBH Yearly Revenue VS EstimatesSBH Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 1B 2B 3B 4B
SBH Yearly EPS VS EstimatesSBH Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 0.5 1 1.5 2

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9

4. SBH Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 7.23, the valuation of SBH can be described as very cheap.
  • 92.74% of the companies in the same industry are more expensive than SBH, based on the Price/Earnings ratio.
  • The average S&P500 Price/Earnings ratio is at 25.71. SBH is valued rather cheaply when compared to this.
  • Based on the Price/Forward Earnings ratio of 6.21, the valuation of SBH can be described as very cheap.
  • Based on the Price/Forward Earnings ratio, SBH is valued cheaply inside the industry as 95.97% of the companies are valued more expensively.
  • When comparing the Price/Forward Earnings ratio of SBH to the average of the S&P500 Index (23.83), we can say SBH is valued rather cheaply.
Industry RankSector Rank
PE 7.23
Fwd PE 6.21
SBH Price Earnings VS Forward Price EarningsSBH Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40 50

4.2 Price Multiples

  • 87.10% of the companies in the same industry are more expensive than SBH, based on the Enterprise Value to EBITDA ratio.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of SBH indicates a rather cheap valuation: SBH is cheaper than 90.32% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 6.34
EV/EBITDA 5.17
SBH Per share dataSBH EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30

4.3 Compensation for Growth

  • The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • The decent profitability rating of SBH may justify a higher PE ratio.
PEG (NY)0.77
PEG (5Y)0.77
EPS Next 2Y9.32%
EPS Next 3Y9.01%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. SBH Dividend Analysis

5.1 Amount

  • SBH does not give a dividend.
Industry RankSector Rank
Dividend Yield 0%

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SBH Fundamentals: All Metrics, Ratios and Statistics

SALLY BEAUTY HOLDINGS INC

NYSE:SBH (3/16/2026, 5:14:06 PM)

After market: 14.17 0 (0%)

14.17

-0.37 (-2.54%)

Chartmill FA Rating
GICS IndustryGroupConsumer Discretionary Distribution & Retail
GICS IndustrySpecialty Retail
Earnings (Last)02-09
Earnings (Next)05-11
Inst Owners120.66%
Inst Owner Change-3.05%
Ins Owners1.29%
Ins Owner Change13.72%
Market Cap1.37B
Revenue(TTM)3.71B
Net Income(TTM)180.42M
Analysts73.33
Price Target19.18 (35.36%)
Short Float %19.18%
Short Ratio10.69
Dividend
Industry RankSector Rank
Dividend Yield 0%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)8.65%
Min EPS beat(2)2.42%
Max EPS beat(2)14.88%
EPS beat(4)4
Avg EPS beat(4)10.64%
Min EPS beat(4)2.42%
Max EPS beat(4)19.09%
EPS beat(8)6
Avg EPS beat(8)5.48%
EPS beat(12)8
Avg EPS beat(12)4.06%
EPS beat(16)10
Avg EPS beat(16)2.62%
Revenue beat(2)1
Avg Revenue beat(2)-0.08%
Min Revenue beat(2)-0.67%
Max Revenue beat(2)0.52%
Revenue beat(4)1
Avg Revenue beat(4)-0.92%
Min Revenue beat(4)-3%
Max Revenue beat(4)0.52%
Revenue beat(8)2
Avg Revenue beat(8)-0.93%
Revenue beat(12)3
Avg Revenue beat(12)-0.87%
Revenue beat(16)6
Avg Revenue beat(16)-0.73%
PT rev (1m)9.3%
PT rev (3m)15.69%
EPS NQ rev (1m)-4.67%
EPS NQ rev (3m)-8.93%
EPS NY rev (1m)0%
EPS NY rev (3m)0.39%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.19%
Revenue NY rev (1m)0.16%
Revenue NY rev (3m)0.11%
Valuation
Industry RankSector Rank
PE 7.23
Fwd PE 6.21
P/S 0.37
P/FCF 6.34
P/OCF 4.11
P/B 1.67
P/tB 5.99
EV/EBITDA 5.17
EPS(TTM)1.96
EY13.83%
EPS(NY)2.28
Fwd EY16.11%
FCF(TTM)2.23
FCFY15.77%
OCF(TTM)3.45
OCFY24.34%
SpS38.21
BVpS8.49
TBVpS2.37
PEG (NY)0.77
PEG (5Y)0.77
Graham Number19.35
Profitability
Industry RankSector Rank
ROA 6.33%
ROE 21.91%
ROCE 13.34%
ROIC 9.92%
ROICexc 10.64%
ROICexgc 14.7%
OM 8.31%
PM (TTM) 4.87%
GM 51.72%
FCFM 5.85%
ROA(3y)6.36%
ROA(5y)6.93%
ROE(3y)28.45%
ROE(5y)46.67%
ROIC(3y)10.66%
ROIC(5y)12.12%
ROICexc(3y)11.31%
ROICexc(5y)13.27%
ROICexgc(3y)15.81%
ROICexgc(5y)19.1%
ROCE(3y)14.33%
ROCE(5y)16.3%
ROICexgc growth 3Y-9.56%
ROICexgc growth 5Y-1.02%
ROICexc growth 3Y-7.97%
ROICexc growth 5Y0.49%
OM growth 3Y-2.11%
OM growth 5Y2.81%
PM growth 3Y3.22%
PM growth 5Y10.44%
GM growth 3Y0.87%
GM growth 5Y1.12%
F-Score7
Asset Turnover1.3
Health
Industry RankSector Rank
Debt/Equity 1.02
Debt/FCF 3.91
Debt/EBITDA 2.08
Cap/Depr 120.27%
Cap/Sales 3.18%
Interest Coverage 5.06
Cash Conversion 82.43%
Profit Quality 120.14%
Current Ratio 2.37
Quick Ratio 0.57
Altman-Z 2.84
F-Score7
WACC9.64%
ROIC/WACC1.03
Cap/Depr(3y)94.33%
Cap/Depr(5y)90.94%
Cap/Sales(3y)2.64%
Cap/Sales(5y)2.48%
Profit Quality(3y)89.61%
Profit Quality(5y)85.67%
High Growth Momentum
Growth
EPS 1Y (TTM)13.29%
EPS 3Y-3.87%
EPS 5Y9.38%
EPS Q2Q%11.63%
EPS Next Y9.35%
EPS Next 2Y9.32%
EPS Next 3Y9.01%
EPS Next 5YN/A
Revenue 1Y (TTM)-0.45%
Revenue growth 3Y-1.01%
Revenue growth 5Y1.04%
Sales Q2Q%0.56%
Revenue Next Year1.61%
Revenue Next 2Y1.72%
Revenue Next 3Y1.72%
Revenue Next 5YN/A
EBIT growth 1Y-1.92%
EBIT growth 3Y-3.1%
EBIT growth 5Y3.88%
EBIT Next Year39%
EBIT Next 3Y11.8%
EBIT Next 5YN/A
FCF growth 1Y45.41%
FCF growth 3Y44.53%
FCF growth 5Y-11.38%
OCF growth 1Y36.4%
OCF growth 3Y20.65%
OCF growth 5Y-8.43%

SALLY BEAUTY HOLDINGS INC / SBH Fundamental Analysis FAQ

What is the fundamental rating for SBH stock?

ChartMill assigns a fundamental rating of 6 / 10 to SBH.


What is the valuation status for SBH stock?

ChartMill assigns a valuation rating of 9 / 10 to SALLY BEAUTY HOLDINGS INC (SBH). This can be considered as Undervalued.


How profitable is SALLY BEAUTY HOLDINGS INC (SBH) stock?

SALLY BEAUTY HOLDINGS INC (SBH) has a profitability rating of 7 / 10.


What is the expected EPS growth for SALLY BEAUTY HOLDINGS INC (SBH) stock?

The Earnings per Share (EPS) of SALLY BEAUTY HOLDINGS INC (SBH) is expected to grow by 9.35% in the next year.