Overview Dividends

(SBH) Sally Beauty Holdings - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US79546E1047

Beauty,Hair,Retail,Products,Stores

SBH EPS (Earnings per Share)

EPS Growth (3Y CAGR): 34.34%
EPS Trend (3Y Correlation): 43.1%

SBH Revenue

Revenue Growth (3Y CAGR): -1.11%
Revenue Trend (3Y Correlation): -47.0%

Description: SBH Sally Beauty Holdings

Sally Beauty Holdings Inc (NYSE:SBH) is a US-based company operating in the Other Specialty Retail sub-industry, primarily engaged in the distribution of professional beauty supplies. The companys stock performance is characterized by a relatively high beta of 1.304, indicating a higher volatility compared to the overall market.

Key financial metrics suggest that SBH is undervalued, with a low Price-to-Earnings (P/E) ratio of 7.23 and a Forward P/E of 6.83. This, combined with a Return on Equity (RoE) of 28.24%, indicates that the company is generating significant profits relative to its equity, making it an attractive investment opportunity.

The companys market capitalization stands at $1.323 billion, categorizing it as a mid-cap stock. To further evaluate SBHs performance, key economic drivers such as the overall demand for beauty and cosmetic products, competition in the specialty retail space, and the companys ability to maintain its pricing power and profit margins should be considered.

Important KPIs to monitor for SBH include same-store sales growth, gross margin expansion, and operating expense ratios. Additionally, the companys debt-to-equity ratio and interest coverage ratio would provide insights into its financial health and ability to service its debt. A thorough analysis of these metrics would help investors make informed decisions about the stock.

The stocks technical indicators, such as its position above its 20-day, 50-day, and 200-day Simple Moving Averages (SMA20, SMA50, SMA200), suggest a positive trend. The Average True Range (ATR) indicates a moderate level of price volatility, which, combined with the stocks beta, underscores the need for investors to be prepared for potential price swings.

SBH Stock Overview

Market Cap in USD	1,425m
Sub-Industry	Other Specialty Retail
IPO / Inception	2006-11-17

SBH Stock Ratings

Growth Rating	-13.7%
Fundamental	70.3%
Dividend Rating	-
Return 12m vs S&P 500	-3.25%
Analyst Rating	3.40 of 5

SBH Dividends

Currently no dividends paid

SBH Growth Ratios

Growth Correlation 3m	94.3%
Growth Correlation 12m	-32.5%
Growth Correlation 5y	-58.5%
CAGR 5y	2.20%
CAGR/Max DD 3y	0.04
CAGR/Mean DD 3y	0.07
Sharpe Ratio 12m	-1.21
Alpha	13.28
Beta	0.583
Volatility	46.71%
Current Volume	2580.9k
Average Volume 20d	2213k
Stop Loss	14.2 (-5.3%)
Signal	0.12

Piotroski VR‑10 (Strict, 0-10) 5.0

Net Income (194.0m TTM) > 0 and > 6% of Revenue (6% = 221.4m TTM)

FCFTA 0.07 (>2.0%) and ΔFCFTA 0.87pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue 20.00% (prev 18.03%; Δ 1.97pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.10 (>3.0%) and CFO 264.6m > Net Income 194.0m (YES >=105%, WARN >=100%)

Net Debt (1.40b) to EBITDA (381.0m) ratio: 3.67 <= 3.0 (WARN <= 3.5)

Current Ratio 2.41 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (103.2m) change vs 12m ago -2.51% (target <= -2.0% for YES)

Gross Margin 51.39% (prev 49.98%; Δ 1.40pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 135.0% (prev 136.1%; Δ -1.08pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 4.91 (EBITDA TTM 381.0m / Interest Expense TTM 67.3m) >= 6 (WARN >= 3)

Altman Z'' 4.01

(A) 0.27 = (Total Current Assets 1.26b - Total Current Liabilities 523.8m) / Total Assets 2.74b

(B) 0.31 = Retained Earnings (Balance) 863.3m / Total Assets 2.74b

(D) 0.39 = Book Value of Equity 762.9m / Total Liabilities 1.98b

Total Rating: 4.01 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 70.31

1. Piotroski 5.0pt = 0.0

2. FCF Yield 7.45% = 3.72

3. FCF Margin 5.07% = 1.27

4. Debt/Equity 1.57 = 1.38

5. Debt/Ebitda 3.14 = -1.95

6. ROIC - WACC 10.31% = 12.50

7. RoE 28.24% = 2.35

8. Rev. Trend -47.02% = -2.35

9. Rev. CAGR -1.11% = -0.19

10. EPS Trend 43.06% = 1.08

11. EPS CAGR 34.34% = 2.50

What is the price of SBH shares?

As of September 15, 2025, the stock is trading at USD 15.00 with a total of 2,580,900 shares traded.
Over the past week, the price has changed by +2.18%, over one month by +12.87%, over three months by +73.01% and over the past year by +14.42%.

Is Sally Beauty Holdings a good stock to buy?

Partly, yes. Based on ValueRay´s Fundamental Analyses, Sally Beauty Holdings (NYSE:SBH) is currently (September 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 70.31 and therefor a somewhat positive outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SBH is around 15.35 USD . This means that SBH is currently overvalued and has a potential downside of 2.33%.

Is SBH a buy, sell or hold?

Sally Beauty Holdings has received a consensus analysts rating of 3.40. Therefor, it is recommend to hold SBH.

Strong Buy: 2
Buy: 0
Hold: 2
Sell: 0
Strong Sell: 1

What are the forecasts/targets for the SBH price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	12.7	-15.3%
Analysts Target Price	12.7	-15.3%
ValueRay Target Price	16.6	10.4%

Last update: 2025-09-03 04:46

SBH Fundamental Data Overview

Market Cap USD = 1.42b (1.42b USD * 1.0 USD.USD)
CCE Cash And Equivalents = 112.8m USD (Cash And Short Term Investments, last quarter)
P/E Trailing = 7.7838
P/E Forward = 7.3475
P/S = 0.3862
P/B = 1.8676
P/EG = 1.63
Beta = 1.304
Revenue TTM = 3.69b USD
EBIT TTM = 330.1m USD
EBITDA TTM = 381.0m USD
Long Term Debt = 882.4m USD (from longTermDebt, last quarter)
Short Term Debt = 315.2m USD (from shortTermDebt, last quarter)
Debt = 1.20b USD (Calculated: Short Term 315.2m + Long Term 882.4m)
Net Debt = 1.40b USD (from netDebt column, last quarter)
Enterprise Value = 2.51b USD (1.42b + Debt 1.20b - CCE 112.8m)
Interest Coverage Ratio = 4.91 (Ebit TTM 330.1m / Interest Expense TTM 67.3m)
FCF Yield = 7.45% (FCF TTM 186.9m / Enterprise Value 2.51b)
FCF Margin = 5.07% (FCF TTM 186.9m / Revenue TTM 3.69b)
Net Margin = 5.26% (Net Income TTM 194.0m / Revenue TTM 3.69b)
Gross Margin = 51.39% ((Revenue TTM 3.69b - Cost of Revenue TTM 1.79b) / Revenue TTM)
Tobins Q-Ratio = 3.29 (Enterprise Value 2.51b / Book Value Of Equity 762.9m)
Interest Expense / Debt = 1.31% (Interest Expense 15.7m / Debt 1.20b)
Taxrate = 25.64% (52.9m / 206.3m)
NOPAT = 245.5m (EBIT 330.1m * (1 - 25.64%))
Current Ratio = 2.41 (Total Current Assets 1.26b / Total Current Liabilities 523.8m)
Debt / Equity = 1.57 (Debt 1.20b / last Quarter total Stockholder Equity 762.9m)
Debt / EBITDA = 3.14 (Net Debt 1.40b / EBITDA 381.0m)
Debt / FCF = 6.41 (Debt 1.20b / FCF TTM 186.9m)
Total Stockholder Equity = 686.9m (last 4 quarters mean)
RoA = 7.07% (Net Income 194.0m, Total Assets 2.74b )
RoE = 28.24% (Net Income TTM 194.0m / Total Stockholder Equity 686.9m)
RoCE = 21.04% (Ebit 330.1m / (Equity 686.9m + L.T.Debt 882.4m))
RoIC = 15.19% (NOPAT 245.5m / Invested Capital 1.62b)
WACC = 4.88% (E(1.42b)/V(2.62b) * Re(8.16%)) + (D(1.20b)/V(2.62b) * Rd(1.31%) * (1-Tc(0.26)))
Shares Correlation 3-Years: -78.79 | Cagr: -0.45%
Discount Rate = 8.16% (= CAPM, Blume Beta Adj.)
[DCF Debug] Terminal Value 78.73% ; FCFE base≈176.8m ; Y1≈187.5m ; Y5≈223.7m
Fair Price DCF = 38.73 (DCF Value 3.83b / Shares Outstanding 98.9m; 5y FCF grow 6.67% → 3.0% )
Revenue Correlation: -47.02 | Revenue CAGR: -1.11%
Rev Growth-of-Growth: 1.39
EPS Correlation: 43.06 | EPS CAGR: 34.34%
EPS Growth-of-Growth: 12.31

Additional Sources for SBH Stock

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