Bob's Discount Furniture, Inc. (BOBS) vs Sally Beauty Holdings, Inc. (SBH)

Bob's Discount Furniture, Inc. and Sally Beauty Holdings, Inc. are both Specialty Retail companies. Bob's Discount Furniture, Inc. is the larger, with a market value of $2.2B against $1.7B — 1.3× the size. Sally Beauty Holdings, Inc. trades at the lower P/E: 9.1× against 14.4×. Bob's Discount Furniture, Inc. has the higher net margin (5.65% vs 5.16%) and the higher return on invested capital (88.4% vs 13.0%). Across the 19 metrics below, Sally Beauty Holdings, Inc. leads on 10 and Bob's Discount Furniture, Inc. on 9.

Valuation

Metric BOBS SBH Specialty Retail median
P/E 14.37 9.12 18.57
P/S 0.89 0.46 0.53
P/B 4.06 1.98 2.02
Price to free cash flow 17.26 7.15 14.00
EV/EBITDA 2.58 5.68 7.83
EV/Sales 0.91 0.63 0.69
Earnings yield 6.96% 10.96% 4.07%
Free cash flow yield 5.79% 13.98% 3.32%

Profitability

Metric BOBS SBH Specialty Retail median
Gross margin 61.62% 52.11% 36.12%
Operating margin 32.83% 8.43% 4.14%
Net margin 5.65% 5.16% 2.47%
Free cash flow margin 5.17% 6.47% 2.61%
Return on equity 0.00% 23.53% 4.15%
Return on assets 14.20% 6.83% 0.92%
Return on invested capital 88.37% 13.04% 3.49%

Growth

Metric BOBS SBH Specialty Retail median
Revenue growth (TTM) — 1.08% 3.45%
EPS growth (last fiscal year) 37.16% 32.17% 21.08%
Revenue growth, 5-year CAGR — 1.04% 3.91%
Net income growth, 5-year CAGR — 11.58% 0.00%

Health

Metric BOBS SBH Specialty Retail median
Debt to equity 0.14 0.93 0.26
Current ratio 0.90 2.37 1.35
Net debt to EBITDA 1.34 1.67 0.35

Dividend

Metric BOBS SBH Specialty Retail median
Dividend yield — — 1.42%
Payout ratio — — 0.28

Size

Metric BOBS SBH Specialty Retail median
Market cap 2.15b 1.71b 440.94m

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