Sally Beauty Holdings, Inc. SBH

17.18 0.18 1.06% as of 25 Sep
Market cap
$1.6B
P/E
8.6×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 0.88
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — 2 — — — — — 1 — — —
Insider Ownership 2.86%

Capital & Financial Ratios

Market Cap 1,590.00
Revenue 3,729.12
Net Income 192.27
Free Cash Flow 241.21
Net Debt 634.47
Current Ratio 2.37
Debt/Equity 0.93
P/E ratio 8.63
P/S ratio 0.44
P/B ratio 1.87
Past 5Y EPS Growth (8.67%)
This Y EPS Growth 8.74%
Next Y EPS Growth 8.42%
Next 5Y EPS Growth 8.25%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2025 Powerpack
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2017 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 123 108 149 173
Receivables 76 92 117 96
Inventory 975 1,037 988 996
Other 54 69 48 46
1,228 1,305 1,301 1,311
2023 2024 2025 Q'26
Payables 259 269 225 224
ST’ Debt 4 4 4 4
Other — — — —
579 593 576 554
in millions of $

Compound Annual Growth

10y 5y 3y
Sales (0.35%) 1.04% (1.01%)
Cash Flow (0.90%) (8.43%) 20.65%
Earnings (1.81%) 11.58% 2.19%
Book Value 0.00% 119.91% 39.33%

Revenue

Dec Mar Jun Sep Year
’26 943 903 935 — —
’25 938 883 933 947 3,701
’24 931 908 942 935 3,717
’23 957 919 931 921 3,728
’22 980 911 961 962 3,816
’21 936 926 1,022 990 3,875
’20 980 871 705 958 3,514
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Dec Mar Jun Sep Year
’26 93 73 81 — —
’25 33 51 69 121 275
’24 51 37 48 111 247
’23 55 25 53 117 249
’22 (6) 3 52 107 157
’21 39 93 86 164 382
’20 62 14 198 153 427
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Dec Mar Jun Sep Year
’26 57 44 62 — —
’25 57 32 49 78 216
’24 20 23 29 73 145
’23 30 8 32 90 159
’22 (32) (15) 29 75 57
’21 24 81 68 135 308
’20 21 (17) 181 131 316
in millions of $ · fiscal quarters ending in the months shown

EPS

Dec Mar Jun Sep Year
’26 0.45 0.43 0.55 — —
’25 0.58 0.38 0.44 0.49 1.89
’24 0.35 0.27 0.36 0.46 1.43
’23 0.46 0.37 0.46 0.39 1.69
’22 0.60 0.42 0.43 0.20 1.66
’21 0.50 0.34 0.66 0.59 2.10
’20 0.45 0.12 (0.21) 0.62 0.99
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.4
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
23.72 14.05 13.72 11.46 6.28 12.57 10.95 7.21 9.06 7.54

Analyst estimates 2026–2028

Powerpack
Low Price
32.93 26.98 23.61 21.98 18.42 25.66 19.79 18.42 14.79 17.40
High Price
29,665 29,475 29,970 30,050 30,000 29,000 29,000 27,000 27,000 27,000
Employees
0 0 0 0 0 0 0 0 0 0
Revenue/Emp
3,953 3,938 3,933 3,876 3,514 3,875 3,816 3,728 3,717 3,701
Revenue
49.69% 49.89% 49.44% 49.29% 48.82% 50.41% 50.30% 50.92% 50.86% 51.62%
Gross Margin
354 346 328 362 160 325 244 252 206 263
EBT
8.96% 8.78% 8.35% 9.34% 4.55% 8.39% 6.40% 6.76% 5.55% 7.12%
EBT Margin
223 215 258 272 113 240 184 185 153 196
Net Income
103 116 113 111 111 106 103 105 112 102
Depreciation
26.86 28.64 31.92 32.40 30.86 34.40 35.11 34.73 35.76 36.77
Revenue/Sh
1.51 1.56 2.09 2.27 0.99 2.13 1.69 1.72 1.48 1.95
Earnings/Sh
2.41 2.50 3.03 2.68 3.75 3.39 1.44 2.32 2.37 2.73
Cash Flow/Sh
(1.01) (0.65) (0.70) (0.77) (0.97) (0.65) (0.91) (0.85) (0.97) (0.58)
Capex/Sh
1.40 1.84 2.33 1.91 2.78 2.74 0.53 1.48 1.40 2.15
Free CF/Sh
(1.88) (2.64) (2.18) (0.50) 0.14 2.49 2.70 4.74 6.05 7.89
Book Value/Sh
147 138 123 120 114 113 109 107 104 101
Shares
16.89 12.58 8.61 6.56 8.69 7.91 7.50 4.91 9.17 8.31
PE Ratio
0.96 0.69 0.56 0.46 0.28 0.49 0.36 0.24 0.38 0.44
PS Ratio
0.00 0.00 0.00 0.00 64.08 6.76 4.66 1.78 2.24 2.06
PB Ratio
1.39 1.14 0.99 0.85 0.65 0.74 0.64 0.50 0.61 0.64
EV/Sales
26.66 17.76 13.62 14.49 7.19 9.34 42.80 11.69 15.72 10.89
EV/FCF
354 343 373 320 427 382 157 249 247 275
Op' Cash Flow
(149) (90) (86) (92) (111) (74) (99) (91) (101) (59)
Capex
205 254 287 228 316 308 57 159 145 216
FCF
684 569 664 707 870 719 464 649 713 725
Working Cap'
1,784 1,868 1,774 1,595 1,797 1,383 1,152 1,070 982 866
Total Debt
1,697 1,804 1,697 1,523 1,283 982 1,081 947 874 717
Net Debt
(276) (364) (269) (60) 15 281 294 509 629 794
Sh' Equity
10.55% 10.17% 12.30% 12.95% 4.54% 8.35% 6.77% 6.96% 5.56% 6.92%
ROA
21.91% 20.76% 18.66% 19.59% 12.46% 20.71% 15.35% 13.95% 11.76% 13.56%
ROIC
(77.68%) (67.23%) (81.64%) (165.18%) (504.66%) 161.97% 63.91% 46.01% 26.98% 27.54%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Sep 2025 · latest quarter Jun 2026

Sally Beauty Holdings, Inc. peers in Specialty Retail

All 49 Specialty Retail stocks →

Sally Beauty Holdings, Inc. (SBH) key facts

  • Sally Beauty Holdings, Inc. (SBH) is a Specialty Retail company in the Consumer Cyclical sector, listed on the New York Stock Exchange.
  • Sally Beauty Holdings, Inc.’s revenue for fiscal 2025 (year ended September 2025) was $3.7 billion, roughly unchanged from fiscal 2024.
  • Net income was $195.9 million, or $1.95 per share (basic), a net margin of 5.29%.
  • As of September 25, 2026, SBH traded at $17.18, a market capitalization of $1.6 billion.
  • At that price the stock trades at 8.6× trailing-twelve-month earnings and 0.4× sales.
  • Return on equity was 27.5% and debt-to-equity 0.93.

Source: company filings (standardised) and stockrow calculations.

Sally Beauty Holdings, Inc. (SBH) Latest News

News by impact score

Fine-tune

22 Sep

4

Sally Beauty Holdings is using product innovation and brand refreshes to bolster performance across its own-brand portfolio. Management views innovation as a key differentiator and growth driver across both segments. In the Sally segment, updates to Beauty Secrets, ion Luxe, Salon Care and Texture ID, plus marketing activations such as Color Fest, are raising proprietary-brand visibility and category momentum. Color posted strong gains in Q3 (up 8% in Sally and 9% in U.S./Canada). By contrast, the care category remains challenged, down about 6% year over year, though management expects hair-care resets, expanded men’s assortments and continued newness to help improve results. The company is also expanding into fragrance, a category that grew store exposure from 1,000 to 2,000 locations, with customers adding fragrance to existing baskets. SBH aims to grow margins through Fuel for Growth while pursuing broader assortment expansion. Product innovation, line expansions, and new fragrance category could materially lift growth and margins, signaling a meaningful shift in trajectory.

4

Sally Beauty announced a multiyear partnership naming it Official Beauty Retailer of the Dallas Cowboys and the Dallas Cowboys Cheerleaders. The deal combines hair color, hair care and nails with in-stadium advertising, digital content, appearances and more, with activations expanding from training camp to game day. A centerpiece is the Cowboys Cheerleaders’ iconic hair, with content and interactive moments to help fans recreate game-day looks using Sally Beauty products. The partnership broadens Sally Beauty’s reach among Cowboys fans and aligns with its growing men’s haircare shop launching in select stores this fall. It also includes immersive activations like COLORfest and ongoing product discovery, plus a wave of nail launches (100+ new products in August). Sally Beauty highlights its salon-quality results and extensive assortment from brands like Ion, Wella, OPI, and Babyliss Pro. Multiyear partnership with a major NFL franchise expands brand exposure, fan engagement, and potential sales channels, signaling a meaningful strategic marketing move.

18 Sep

3

Yellow Professional rollout at Sally Beauty (SBH) questions whether higher-margin assortments alter the investment case. Yellow Professional rollout questions SBH higher-margin assortment strategy viability.

11 Sep

3

Sally Beauty Holdings questions whether savings from its Fuel for Growth initiative can sustain positive margin trends. Fuel for Growth savings directly tie to SBH margin sustainability and financial trajectory.

3 Sep

3

Sally Beauty Holdings questions ability to reach 80 Ignited Stores while keeping expansion momentum intact. Ignited Stores expansion targets may moderately influence SBH operational growth and investor view.

28 Aug

3

Sally Beauty Holdings is implementing a hair care reset to revive category sales growth. Hair care reset strategy at Sally Beauty could moderately influence sales growth and competitive positioning.

21 Aug

3

Sally Beauty Holdings questions whether its e-commerce sales growth can continue amid retail competition and shifting consumer habits. E-commerce trends at SBH directly shape revenue outlook and retail positioning.

18 Aug

3

SBH Q3 results delivered margin gains paired with a reduced 2026 sales outlook. Margin gains aid profitability but tighter 2026 sales guidance directly pressures revenue expectations and stock trajectory.

3

SBH stock purchase is questioned as peer discounts coincide with growth and execution risks. Peer discounts alongside growth and execution risks may moderately affect SBH performance and investor sentiment.

3

SBH shares rose 34.3% over three months but now face valuation tests on growth drivers. SBH rally meets valuation pressure on growth drivers that may shift sentiment without altering core trajectory.

11 Aug

3

Sally Beauty Holdings reported Q2 earnings with analysts raising five key questions on the earnings call about performance, strategy and outlook. Earnings call analyst questions can influence short-term sentiment and highlight operational issues without fundamentally shifting company trajectory.

10 Aug

4 transcript

Sally Beauty Holdings reported Q3 2026 results in an earnings conference call, covering revenue, margins, same-store sales trends, cost initiatives, and updated full-year guidance. Quarterly results plus management guidance directly shape near-term revenue expectations and investor positioning for SBH.

4 Aug

3

SBH stock rose 7.8% after Q3 earnings beat while outlook was narrowed. Q3 earnings beat produced immediate stock gain yet narrowed outlook signals limited fundamental trajectory shift.

3

Sally Beauty Holdings beat earnings expectations, prompting questions on whether its shares are fully valued at current levels. Earnings beat offers positive signal for near-term sentiment yet valuation concerns suggest limited fundamental shift.

3 transcript

Sally Beauty Holdings, Inc. Q3 2026 earnings call summary outlines quarterly financial results, operational metrics and forward guidance. Quarterly earnings releases supply updated financial metrics that can shift near-term valuation but rarely alter long-term strategy.

3 Aug

3

Sally Beauty Holdings shares rose after the company posted quarterly sales and earnings above analyst forecasts. Earnings beat lifted near-term investor sentiment but does not alter long-term competitive position.

3

Sally Beauty Holdings reported Q3 2026 earnings with EPS rising 8% on flat sales. EPS growth of 8% on flat sales signals moderate positive results without major strategic changes.

3

Sally Beauty Holdings reported Q3 earnings highlights with financial results and operational updates. Quarterly earnings results typically influence near-term stock movement and sentiment without reshaping long-term strategy.

3

Sally Beauty Holdings reported Q3 earnings versus consensus estimates with analysis of key financial metrics. Q3 earnings versus estimates can sway short-term investor sentiment and stock valuation.

3

Sally Beauty Holdings, Inc. reported its third quarter fiscal 2026 results. Quarterly results update financial performance metrics that can shift near-term investor views without signaling major strategic shifts.

1 Aug

3

Sally Beauty Holdings (SBH) is scheduled to report earnings tomorrow, with previews focusing on expected financial results and market implications. Upcoming earnings release can moderately affect short-term stock performance and investor views on financial results.

27 Jul

3

SBH faces three risks that make it a poor investment, with an alternative stock recommended instead. Negative risk analysis on SBH can shift investor sentiment and short-term stock performance.

12 Jun

3

Ulta Beauty posted 5.3% comparable sales growth, prompting questions on whether the momentum can continue amid retail beauty sector dynamics. Ulta Beauty's growth intensifies competitive pressures on Sally Beauty Holdings in beauty retail.

1 Jun

3

Sally Beauty Holdings reported Q1 results, prompting analyst questions on sales trends, margin pressure, e-commerce growth, inventory management, and competitive positioning in beauty retail. Earnings call questions highlight operational and competitive issues that can shift near-term investor views and stock movement.

3 transcript

Sally Beauty Holdings, Inc. released its Q2 2026 earnings transcript covering financial results, operational updates, and management commentary on performance and outlook. Quarterly earnings updates supply performance data that can shift near-term investor sentiment and valuation without guaranteeing structural change.

24 May

3

Sally Beauty Holdings (SBH) posted solid Q2 2026 earnings and issued updated guidance, prompting a fresh valuation review of the company. Quarterly earnings beats and guidance revisions typically produce moderate short-term effects on stock price and sentiment without fundamentally reshaping long-term trajectory.

17 May

3

Sally Beauty shares declined after the company posted weaker quarterly sales and profits amid soft consumer demand for beauty products and rising competition. Disappointing results and lowered outlook will pressure near-term revenue and investor sentiment but are unlikely to reshape core operations.

15 May

3

Sally Beauty Holdings, Inc. (SBH) released Q2 earnings call highlights detailing financial results, sales performance, profitability metrics, strategic initiatives, and forward guidance amid market challenges. Q2 earnings highlights influence SBH's financial performance and market sentiment but are balanced by ongoing industry dynamics.

14 May

4

Sally Beauty Holdings, Inc. (NYSE:SBH) reported earnings, prompting analysts to cut their target price. Analysts reduced SBH target price after earnings report, signaling weaker future performance and negative investor sentiment.

4

Sally Beauty Holdings (SBH) shares plunged sharply today due to disappointing quarterly results, weak guidance, and macroeconomic pressures hitting beauty retail. Sharp share drop from poor earnings and outlook signals major hit to financial performance and investor confidence.

stockrow.com/SBH · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com