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Consumer Cyclical - Specialty Retail - NYSE - US
$ 8.48
-1.28 %
$ 865 M
Market Cap
5.11
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one SBH stock under the worst case scenario is HIDDEN Compared to the current market price of 8.48 USD, Sally Beauty Holdings, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one SBH stock under the base case scenario is HIDDEN Compared to the current market price of 8.48 USD, Sally Beauty Holdings, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one SBH stock under the best case scenario is HIDDEN Compared to the current market price of 8.48 USD, Sally Beauty Holdings, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart SBH

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$15.0$15.0$14.0$14.0$13.0$13.0$12.0$12.0$11.0$11.0$10.0$10.0$9.0$9.0$8.0$8.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
3.72 B REVENUE
-0.30%
283 M OPERATING INCOME
-16.51%
153 M NET INCOME
-16.89%
247 M OPERATING CASH FLOW
-1.12%
-109 M INVESTING CASH FLOW
-9.15%
-154 M FINANCING CASH FLOW
-52.48%
938 M REVENUE
0.31%
100 M OPERATING INCOME
21.95%
61 M NET INCOME
26.96%
33.5 M OPERATING CASH FLOW
-69.77%
23.1 M INVESTING CASH FLOW
151.52%
-57.7 M FINANCING CASH FLOW
-3.16%
Balance Sheet Sally Beauty Holdings, Inc.
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Current Assets 814 M
Cash & Short-Term Investments 32.8 M
Receivables 0
Other Current Assets 782 M
Non-Current Assets 1.49 B
Long-Term Investments 0
PP&E 852 M
Other Non-Current Assets 635 M
33.95 %37.03 %27.59 %Total Assets$2.3b
Current Liabilities 479 M
Accounts Payable 269 M
Short-Term Debt 136 M
Other Current Liabilities 73.6 M
Non-Current Liabilities 1.47 B
Long-Term Debt 1.46 B
Other Non-Current Liabilities 15 M
13.80 %6.97 %3.77 %74.69 %Total Liabilities$2.0b
EFFICIENCY
Earnings Waterfall Sally Beauty Holdings, Inc.
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Revenue 3.72 B
Cost Of Revenue 1.83 B
Gross Profit 1.89 B
Operating Expenses 1.61 B
Operating Income 283 M
Other Expenses 129 M
Net Income 153 M
4b4b4b4b3b3b3b3b2b2b2b2b1b1b500m500m004b(2b)2b(2b)283m(129m)153mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
50.86% GROSS MARGIN
50.86%
7.61% OPERATING MARGIN
7.61%
4.13% NET MARGIN
4.13%
24.41% ROE
24.41%
5.49% ROA
5.49%
10.73% ROIC
10.73%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Sally Beauty Holdings, Inc.
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350m350m300m300m250m250m200m200m150m150m100m100m50m50m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 153 M
Depreciation & Amortization 110 M
Capital Expenditures -101 M
Stock-Based Compensation 17.2 M
Change in Working Capital 0
Others -33.8 M
Free Cash Flow 145 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Sally Beauty Holdings, Inc.
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Wall Street analysts predict an average 1-year price target for SBH of $12.7 , with forecasts ranging from a low of $12 to a high of $13 .
SBH Lowest Price Target Wall Street Target
12 USD 41.51%
SBH Average Price Target Wall Street Target
12.7 USD 49.37%
SBH Highest Price Target Wall Street Target
13 USD 53.30%
Price
Max Price Target
Min Price Target
Average Price Target
1515141413131212111110109988May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 8
6. Ownership
Insider Ownership Sally Beauty Holdings, Inc.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
258 K USD 2
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
4 Retail-Miscellaneous Stocks Bucking the Trend in a Tough Market While challenges prevail in the Retail - Miscellaneous industry, players such as DKS, ARHS, SBH and BBW look well-poised due to their business operating model and prospects. zacks.com - 2 weeks ago
Is SBH-Uber Eats Partnership a Game-Changer for On-Demand Beauty? Sally Beauty partners with Uber Eats to offer fast, flexible delivery of hair and nail essentials. Customers will get 50% off orders of $50 or more through March 31. zacks.com - 3 weeks ago
SBH Stock Dips 21% in 3 Months: What Should Investors Do Next? Sally Beauty Holdings, Inc. SBH has seen its stock price plummet 20.8% in the past three months compared with the industry and S&P 500's declines of 14% and 6.6%, respectively. While macroeconomic pressures and company-specific challenges have weighed on the stock, the company remains a key player in the beauty retail space. zacks.com - 3 weeks ago
Beauty At Your Doorstep: Uber Eats Joins Forces With Sally Beauty For On-Demand Product Delivery Uber Technologies, Inc. UBER and Sally Beauty Holdings, Inc. SBH have launched a partnership, marking Uber Eats' inaugural national beauty collaboration. benzinga.com - 3 weeks ago
Sally Beauty Holdings: Free Cash Flow Machine Meets Less Debt Paydown Requirements Sally Beauty Holdings, a resilient beauty supplies retailer, trades at a 13% FCF yield with potential to increase FCF by 30% within a few years. SBH is nearly done with its multi-year deleveraging process, which will leave more capital to buy back stock and/or pay an attractive dividend. Fidelity's aggressive selling pushed SBH stock from $13.5 to $9.1 in a matter of two months, presenting a >45% return opportunity if it rebounds. seekingalpha.com - 1 month ago
Sally Beauty Holdings Announces Relocation of Corporate Headquarters Within the Greater Dallas-Fort Worth Area Modern and collaborative workspace delivers enhanced environment for associates. DENTON, Texas , March 5, 2025 /PRNewswire/ -- Sally Beauty Holdings, Inc. (NYSE: SBH) ("the Company"), the leader in professional hair color, today announced plans to relocate its corporate headquarters from Denton, Texas, to Plano, Texas, maintaining its presence within the greater Dallas-Fort Worth area. prnewswire.com - 1 month ago
Sally Beauty Holdings: The Most Undervalued Retail Stock Of 2025? Here's Why I'm Buying SBH is a consistently profitable business experiencing irrational market volatility. The current valuation is near historic lows, offering a strong risk-reward setup. The company is improving margins, shifting focus to e-commerce, and routinely returns capital to shareholders. seekingalpha.com - 1 month ago
Top Beauty and Cosmetics Stocks in Focus Right Now Beauty and Cosmetics stocks like NUS, ULTA and SBH are thriving on innovation, digital engagement and strategic expansions. zacks.com - 1 month ago
Bolt Partners with Goddess Maintenance Co. for Groundbreaking Beauty Launch BERKELEY, Calif.--(BUSINESS WIRE)-- #biobased--Bolt partners with Goddess Maintenance Co. for groundbreaking beauty launch. Goddess commits to $4 Million in annual b-silk purchases. businesswire.com - 1 month ago
Sally Beauty Q1 Earnings Meet Estimates, Sales Increase Y/Y SBH reports solid first-quarter results, driven by segment momentum. Fiscal 2025 net sales guidance is updated due to unfavorable foreign exchange impact. zacks.com - 2 months ago
Sally Beauty Holdings, Inc. (SBH) Q1 2025 Earnings Call Transcript Sally Beauty Holdings, Inc. (NYSE:SBH ) Q1 2025 Earnings Conference Call February 13, 2025 8:30 AM ET Company Participants Jeff Harkins - VP, IR and Treasurer Denise Paulonis - President and CEO Marlo Cormier - CFO Conference Call Participants Oliver Chen - TD Cowen Korinne Wolfmeyer - Piper Sandler Susan Anderson - Canaccord Genuity Ashley Helgans - Jefferies Simeon Gutman - Morgan Stanley Olivia Tong - Raymond James Operator Good morning, everyone, and welcome to the Sally Beauty Holdings conference call to discuss the company's first quarter fiscal 2025 results. [Operator Instructions] Now I would like to turn the call over to Jeff Harkins, Vice President of Investor Relations and Treasurer for Sally Beauty Holdings. seekingalpha.com - 2 months ago
Sally Beauty (SBH) Q1 Earnings Match Estimates Sally Beauty (SBH) came out with quarterly earnings of $0.43 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.39 per share a year ago. zacks.com - 2 months ago
8. Profile Summary

Sally Beauty Holdings, Inc. SBH

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COUNTRY US
INDUSTRY Specialty Retail
MARKET CAP $ 865 M
Dividend Yield 0.00%
Description 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.
Contact 3001 Colorado Boulevard, Denton, TX, 76210 https://www.sallybeautyholdings.com
IPO Date Nov. 17, 2006
Employees 12000
Officers Mr. John Howard Goss Jr. President of Sally Beauty Supply Mr. Mark Gregory Spinks President of Beauty Systems Group LLC Ms. Kim McIntosh Group Vice President, Controller & Chief Accounting Officer Ms. Marlo M. Cormier Senior Vice President & Chief Financial Officer Mr. Cade Newman Corporate Secretary Mr. Scott C Sherman J.D. Senior Vice President and Chief Legal & Human Resources Officer Mr. Scott Lindblom SVice President & Chief Information Officer Mr. Olivier Badezet Senior Vice President & MD of Europe Ms. Denise A. Paulonis President, Chief Executive Officer & Director Mr. Jeff Harkins Vice President of Investor Relations & Strategic Planning