SBH - NYSE
Sally Beauty Holdings, Inc.
$12.54
-3.7%Sally Beauty Holdings, Inc. operates as a specialty retailer and distributor of professional beauty supplies. The company operates through two segments, Sally Beauty Supply and Beauty Systems Group. The Sally Beauty Supply segment offers beauty products, including hair color and care products, skin and nail care products, styling tools, and other beauty products for retail customers, salons, and salon professionals. This segment also provides products under third-party brands, such as Wella, Clairol, OPI, Conair, and L'Oreal, as well as exclusive-label brand merchandise. The Beauty Systems Group segment offers professional beauty products, such as hair color and care products, skin and nail care products, styling tools, and other beauty items directly to salons and salon professionals through its professional-only stores, e-commerce platforms, and sales force, as well as through franchised stores under the Armstrong McCall store name. This segment also sells products under third-party brands, such as Paul Mitchell, Wella, Matrix, Schwarzkopf, Kenra, Goldwell, Joico, and Olaplex. As of September 30, 2021, the company operated 4,777 stores, including 134 franchised units in the United States, Puerto Rico, Canada, Mexico, Chile, Peru, the United Kingdom, Ireland, Belgium, France, the Netherlands, Spain, and Germany. It also distributes its products through full-service/exclusive distributors, open-line distributors, direct sales, and mega-salon stores. Sally Beauty Holdings, Inc. was founded in 1964 and is headquartered in Denton, Texas.
At a Glance
Live SnapshotSally Beauty Holdings, Inc. Street Expectations Map
Wall Street analysts project that SBH stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 17.75, with estimates ranging from a low of 16.00 to a high of 20.00.
The consensus 1-year price target stands at 17.75, with estimates ranging from a low of 16.00 to a high of 20.00.
Analyst Consensus Analysis
Upside Potential
Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.
Analyst Agreement
Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.
Analyst Conviction
Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.
Market Sentiment Insight
Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.
Sally Beauty Holdings, Inc. Forward Estimates of Revenue
Forward Growth Analysis
Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Sally Beauty Holdings, Inc. Forward Estimates of Net Income
Forward Growth Analysis
Moderate growth expected, typical for mature businesses with stable market positions.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Sally Beauty Holdings, Inc. Forward Estimates of EPS
Forward Growth Analysis
Moderate growth expected, typical for mature businesses with stable market positions.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Sally Beauty Holdings, Inc. Forward Estimates of EBIT
Forward Growth Analysis
Moderate growth expected, typical for mature businesses with stable market positions.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Sally Beauty Holdings, Inc. Forward Estimates of EBITDA
Forward Growth Analysis
Moderate growth expected, typical for mature businesses with stable market positions.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Sally Beauty Holdings, Inc. Forward Estimates of SG&A Expense
Forward Growth Analysis
Declining expectations indicate headwinds—investigate whether temporary or structural issues.
Limited coverage may indicate reduced institutional interest or information availability.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Sally Beauty Holdings, Inc. Insider Positioning
During the last 12 months, insiders have purchased $163K and sold $337K worth of SBH shares, resulting in $174K of net selling activity.
3 Months
0
0.00
0
0.00
+0
+$0
3-6 Months
0
0.00
5.9K
92.70K
-93K
-$93K
6-9 Months
0
0.00
15.0K
244.09K
-244K
-$244K
9-12 Months
12.8K
163.13K
0
0.00
+163K
+$163K
Top Buyers
Paulonis Denise
Director, Officer: President & Ceo
$53K
Rangel Max R.
Director
$49K
Perelman Debra Golding
Director
$31K
Ferguson Diana Sue
Director
$30K
Top Sellers
Sherman Scott C
Officer: Svp, Clo And Chro
$244K
Mcintosh Kim
Officer: Gvp, Controller & Cao
$93K
Insider Activity Analysis
Net Insider Sentiment
Negative insider sentiment with $174K net selling. Selling notably exceeds buying, warranting closer scrutiny of company fundamentals.
Buy/Sell Ratio
Weak buy/sell ratio. Selling significantly exceeds buying—monitor for potential fundamental concerns.
Insider Participation
4 insider buyers vs. 2 sellers. More insiders buying than selling indicates positive sentiment.
Related Guides
Continue your SBH research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.