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Consumer Cyclical - Specialty Retail - NYSE - US
$ 13.41
-2.69 %
$ 1.38 B
Market Cap
9.79
P/E
1. INTRINSIC VALUE

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.[ Read More ]

The intrinsic value of one SBH stock under the base case scenario is HIDDEN Compared to the current market price of 13.4 USD, Sally Beauty Holdings, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart SBH

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FINANCIALS
3.72 B REVENUE
-0.30%
513 M OPERATING INCOME
51.41%
153 M NET INCOME
-16.89%
247 M OPERATING CASH FLOW
-1.12%
0 INVESTING CASH FLOW
100.00%
0 FINANCING CASH FLOW
100.00%
935 M REVENUE
-0.78%
82.3 M OPERATING INCOME
14.62%
48.1 M NET INCOME
27.39%
111 M OPERATING CASH FLOW
131.07%
0 INVESTING CASH FLOW
100.00%
0 FINANCING CASH FLOW
100.00%
Balance Sheet Decomposition 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 0
Long-Term Investments 0
PP&E 0
Other Non-Current Assets 0
Current Liabilities 479 M
Accounts Payable 0
Short-Term Debt 0
Other Current Liabilities 479 M
Non-Current Liabilities 1.47 B
Long-Term Debt 0
Other Non-Current Liabilities 1.47 B
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 513 M
Other Expenses 359 M
Net Income 153 M
RATIOS
50.86% GROSS MARGIN
50.86%
13.79% OPERATING MARGIN
13.79%
4.13% NET MARGIN
4.13%
115.08% ROE
115.08%
7.36% ROA
7.36%
286.00% ROIC
286.00%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Sally Beauty Holdings, Inc.
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Net Income 153 M
Depreciation & Amortization 110 M
Capital Expenditures 0
Stock-Based Compensation 17.2 M
Change in Working Capital 0
Others -33.8 M
Free Cash Flow 247 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 $13.5 , with forecasts ranging from a low of $12 to a high of $16 .
SBH Lowest Price Target Wall Street Target
12 USD -10.51%
SBH Average Price Target Wall Street Target
13.5 USD 0.67%
SBH Highest Price Target Wall Street Target
16 USD 19.31%
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Sally Beauty Holdings, Inc.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
130 K USD 1
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
45.2 K USD 1
9-12 MONTHS
Date Value Insider Amount Avg Price
8 months ago
Feb 22, 2024
Sell 104 K USD
Sherman Scott C
See Remarks
- 7997
12.95 USD
8 months ago
Feb 22, 2024
Sell 26 K USD
Sherman Scott C
See Remarks
- 2003
12.96 USD
11 months ago
Dec 12, 2023
Bought 45.2 K USD
Paulonis Denise
President & CEO
+ 4000
11.29 USD
1 year ago
Feb 16, 2023
Sell 609 K USD
Spinks Mark Gregory
See Remarks
- 35456
17.18 USD
2 years ago
Mar 02, 2022
Sell 382 K USD
Goss John Howard JR
SVP & President, Sally Beauty
- 21489
17.76 USD
2 years ago
Dec 09, 2021
Sell 60.9 K USD
Mulder Susan R
Director
- 2901
21 USD
2 years ago
Dec 07, 2021
Sell 52.5 K USD
Mulder Susan R
Director
- 2500
21 USD
2 years ago
Nov 26, 2021
Sell 101 K USD
Mulder Susan R
Director
- 5000
20.14 USD
3 years ago
Nov 18, 2021
Sell 105 K USD
Mulder Susan R
Director
- 5000
21.0078 USD
3 years ago
Aug 02, 2021
Bought 189 K USD
Brickman Christian A.
President & CEO
+ 10000
18.92 USD
3 years ago
Aug 02, 2021
Bought 189 K USD
Brickman Christian A.
President & CEO
+ 10000
18.92 USD
3 years ago
May 11, 2021
Sell 182 K USD
Spinks Mark Gregory
President-Beauty Systems Group
- 7662
23.7236 USD
3 years ago
May 11, 2021
Sell 182 K USD
Spinks Mark Gregory
President-Beauty Systems Group
- 7662
23.749 USD
3 years ago
Feb 08, 2021
Bought 145 K USD
Brickman Christian A.
President & CEO
+ 10000
14.525 USD
4 years ago
Nov 18, 2020
Bought 42.9 K USD
RABIN EDWARD W
Director
+ 4000
10.734 USD
4 years ago
Nov 17, 2020
Bought 33.1 K USD
RABIN EDWARD W
Director
+ 3000
11.046 USD
4 years ago
Nov 17, 2020
Bought 11 K USD
RABIN EDWARD W
Director
+ 1000
11.0246 USD
4 years ago
Nov 17, 2020
Bought 124 K USD
Brickman Christian A.
President & CEO
+ 11350
10.9379 USD
4 years ago
Aug 18, 2020
Bought 122 K USD
Brickman Christian A.
President & CEO
+ 10000
12.186 USD
4 years ago
Aug 04, 2020
Bought 36.3 K USD
RABIN EDWARD W
Director
+ 3000
12.085 USD
4 years ago
Aug 03, 2020
Bought 23.2 K USD
RABIN EDWARD W
Director
+ 2000
11.576 USD
4 years ago
Aug 04, 2020
Bought 12.1 K USD
RABIN EDWARD W
Director
+ 1000
12.145 USD
4 years ago
Aug 03, 2020
Bought 5.79 K USD
RABIN EDWARD W
Director
+ 500
11.581 USD
4 years ago
Aug 03, 2020
Bought 17.4 K USD
Baer Timothy R
Director
+ 1500
11.5672 USD
4 years ago
Aug 03, 2020
Bought 117 K USD
Brickman Christian A.
President & CEO
+ 10000
11.6659 USD
4 years ago
Jun 05, 2020
Bought 7.91 K USD
Heasley Linda
Director
+ 500
15.815 USD
4 years ago
May 15, 2020
Bought 33.8 K USD
RABIN EDWARD W
Director
+ 3500
9.655 USD
4 years ago
May 15, 2020
Bought 9.69 K USD
RABIN EDWARD W
Director
+ 1000
9.692 USD
4 years ago
May 12, 2020
Bought 5.09 K USD
Flur Dorlisa K
Director
+ 500
10.18 USD
4 years ago
May 11, 2020
Bought 35.7 K USD
RABIN EDWARD W
Director
+ 3500
10.208 USD
4 years ago
May 08, 2020
Bought 36.4 K USD
RABIN EDWARD W
Director
+ 3500
10.401 USD
4 years ago
May 08, 2020
Sell 48 K USD
Mulder Susan R
Director
- 4580
10.4875 USD
4 years ago
Mar 06, 2020
Bought 33.9 K USD
RABIN EDWARD W
Director
+ 2750
12.337 USD
4 years ago
Mar 06, 2020
Bought 6.26 K USD
RABIN EDWARD W
Director
+ 500
12.52 USD
4 years ago
Mar 06, 2020
Bought 23.7 K USD
Alt Aaron E
SVP, CFO & President-SBS
+ 2000
11.8742 USD
4 years ago
Mar 05, 2020
Bought 49.1 K USD
RABIN EDWARD W
Director
+ 4000
12.28 USD
4 years ago
Mar 05, 2020
Bought 49.1 K USD
RABIN EDWARD W
Director
+ 4000
12.28 USD
4 years ago
Mar 05, 2020
Bought 12.2 K USD
RABIN EDWARD W
Director
+ 1000
12.224 USD
4 years ago
Mar 05, 2020
Bought 12.2 K USD
RABIN EDWARD W
Director
+ 1000
12.224 USD
4 years ago
Mar 02, 2020
Bought 54.3 K USD
MCMASTER ROBERT R
Director
+ 4500
12.0572 USD
4 years ago
Feb 24, 2020
Bought 94.7 K USD
Brickman Christian A.
President & CEO
+ 7650
12.3759 USD
4 years ago
Feb 11, 2020
Bought 40 K USD
RABIN EDWARD W
Director
+ 3000
13.323 USD
4 years ago
Feb 10, 2020
Bought 59.6 K USD
RABIN EDWARD W
Director
+ 4500
13.246 USD
4 years ago
Feb 11, 2020
Bought 6.61 K USD
RABIN EDWARD W
Director
+ 500
13.221 USD
4 years ago
Feb 10, 2020
Bought 13.2 K USD
RABIN EDWARD W
Director
+ 1000
13.223 USD
5 years ago
Nov 19, 2019
Sell 462 K USD
Spinks Mark Gregory
President-Beauty Systems Group
- 25000
18.496 USD
5 years ago
Aug 30, 2019
Bought 495 K USD
MILLER JOHN A
Director
+ 40500
12.2112 USD
5 years ago
Aug 21, 2019
Bought 6.13 K USD
RABIN EDWARD W
Director
+ 500
12.26 USD
5 years ago
Aug 21, 2019
Bought 12.3 K USD
Alt Aaron E
SVP, CFO & President-SBS
+ 1000
12.2678 USD
5 years ago
Aug 20, 2019
Bought 29.9 K USD
RABIN EDWARD W
Director
+ 2500
11.973 USD
5 years ago
Aug 20, 2019
Bought 5.98 K USD
RABIN EDWARD W
Director
+ 500
11.97 USD
5 years ago
Aug 20, 2019
Bought 119 K USD
EISENBERG MARSHALL E
Director
+ 10000
11.8868 USD
5 years ago
Aug 02, 2019
Bought 72.9 K USD
RABIN EDWARD W
Director
+ 5500
13.254 USD
5 years ago
Aug 02, 2019
Bought 19.9 K USD
RABIN EDWARD W
Director
+ 1500
13.24 USD
5 years ago
May 31, 2019
Bought 73.4 K USD
MCMASTER ROBERT R
Director
+ 5000
14.68 USD
5 years ago
May 31, 2019
Bought 22.4 K USD
Alt Aaron E
SVP, CFO & President-SBS
+ 1500
14.9269 USD
5 years ago
May 31, 2019
Bought 74.6 K USD
Brickman Christian A.
President & CEO
+ 5000
14.9281 USD
5 years ago
May 03, 2019
Bought 65.5 K USD
RABIN EDWARD W
Director
+ 4000
16.3648 USD
5 years ago
May 03, 2019
Bought 65.5 K USD
RABIN EDWARD W
Director
+ 4000
16.3648 USD
5 years ago
May 03, 2019
Bought 24.6 K USD
RABIN EDWARD W
Director
+ 1500
16.4036 USD
5 years ago
May 03, 2019
Bought 24.6 K USD
RABIN EDWARD W
Director
+ 1500
16.4036 USD
5 years ago
May 03, 2019
Bought 164 K USD
Brickman Christian A.
President & CEO
+ 10000
16.3994 USD
5 years ago
Feb 14, 2019
Bought 50.4 K USD
Alt Aaron E
SVP, CFO & President-SBS
+ 2700
18.66 USD
5 years ago
Feb 07, 2019
Bought 44.1 K USD
RABIN EDWARD W
Director
+ 2500
17.6432 USD
5 years ago
Feb 07, 2019
Bought 35.3 K USD
RABIN EDWARD W
Director
+ 2000
17.6509 USD
6 years ago
Nov 13, 2018
Sell 238 K USD
Spinks Mark Gregory
President-Beauty Systems Group
- 11538
20.5963 USD
6 years ago
Nov 12, 2018
Sell 67.3 K USD
Sherman Scott C
SVP & CHRO
- 3100
21.7231 USD
6 years ago
Nov 13, 2018
Bought 49.8 K USD
Alt Aaron E
SVP, CFO & President-SBS
+ 2400
20.7459 USD
7. News
Sally Beauty Q4 Earnings Beat Estimates, Comparable Sales Rise Y/Y SBH reports robust Q4 results, driven by segment momentum. It is focusing on growth and operational efficiency in fiscal 2025. zacks.com - 1 day ago
Sally Beauty Holdings, Inc. (SBH) Q4 2024 Earnings Call Transcript Sally Beauty Holdings, Inc. (NYSE:SBH ) Q4 2024 Earnings Conference Call November 14, 2024 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 Sarah Whitaker - Piper Sandler Olivia Tong - Raymond James Linda Bolton Weiser - D.A. Davidson Sydney Wagner - Jefferies Zach Abraham - Morgan Stanley Operator Good morning, everyone, and welcome to Sally Beauty Holdings Conference Call to discuss the Company's Fourth Quarter and Full Year Fiscal 2024 Results. seekingalpha.com - 2 days ago
Sally Beauty Plans Brand Refresh and Enhanced Customer Experience Sally Beauty Holdings is taking steps to refresh its brand and modernize its customer experience. “We want the Sally Beauty refresh to be a move to a more dynamic beauty powerhouse,” Sally Beauty President and CEO Denise Paulonis told analysts Thursday (Nov. 14) during the company's fourth-quarter and full-year earnings call. pymnts.com - 2 days ago
Sally Beauty Holdings: Carrying Momentum Into 2025 Sally Beauty Holdings, Inc. has shown improvement in key metrics, with fiscal Q4 earnings beating expectations and comparable sales rising by 2.0%. Gross profit increased by 2.7%, with gross margins improving to 51.2% due to lower distribution and freight costs. SBH ended the quarter with $108 million in cash, no outstanding borrowings, and a reduced net debt leverage ratio of 2.0 times. seekingalpha.com - 2 days ago
Here's What Key Metrics Tell Us About Sally Beauty (SBH) Q4 Earnings While the top- and bottom-line numbers for Sally Beauty (SBH) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 3 days ago
Sally Beauty (SBH) Tops Q4 Earnings Estimates Sally Beauty (SBH) came out with quarterly earnings of $0.50 per share, beating the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.42 per share a year ago. zacks.com - 3 days ago
Sally Beauty Holdings Reports Fourth Quarter and Full Year Fiscal 2024 Results DENTON, Texas--(BUSINESS WIRE)--Sally Beauty Holdings, Inc. (NYSE: SBH) (“the Company”), the leader in professional hair color, today announced financial results for its fourth quarter and full year ended September 30, 2024. The Company will hold a conference call today at 7:30 a.m. Central Time to discuss these results and its business. Fiscal 2024 Fourth Quarter Summary Consolidated net sales of $935 million, an increase of 1.5% compared to the prior year; Consolidated comparable sales increa. businesswire.com - 3 days ago
Sally Beauty (SBH) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures Besides Wall Street's top -and-bottom-line estimates for Sally Beauty (SBH), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2024. zacks.com - 6 days ago
Sally Beauty Q4 Earnings on the Horizon: Key Insights for Investors SBH's Q4 performance is expected to have benefited from its customer-centric initiatives. However, the decline in customer traffic remains a concern for the company. zacks.com - 6 days ago
Sally Beauty Holdings Announces Conference Call and Webcast to Discuss Fourth Quarter and Full Year Financial Results on November 14, 2024 DENTON, Texas--(BUSINESS WIRE)--Sally Beauty Holdings, Inc. (NYSE:SBH) (“the Company”), the leader in professional hair color, announced today that it will host a conference call and webcast on November 14, 2024, at 7:30 a.m. Central Time to discuss its fourth quarter and full year financial results. A copy of the press release announcing the fourth quarter and full year financial results is expected to be made available before the U.S. financial markets open on November 14, 2024, on the Compan. businesswire.com - 2 weeks ago
Sally Beauty Expands Award-Winning Styling Tool Collection with ion Luxe 8-In-1 Airstyler Pro The ion Luxe 8-In-1 Airstyler Pro Revolutionizes Hairstyling With an All-In-One Tool for Everyone. DENTON, Texas , Oct. 24, 2024 /PRNewswire/ -- Sally Beauty, the industry-leading destination for professional quality hair color and care, unveils the latest styling tool to join ion's award-winning line-up. prnewswire.com - 3 weeks ago
Can Sally Beauty Thrive Amid Strategic Shifts and Market Challenges? SBH is focusing on innovation and customer-centric strategies to drive growth. However, it faces challenges from weak consumer sentiment and higher costs. zacks.com - 1 month ago
8. Profile Summary

Sally Beauty Holdings, Inc. SBH

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COUNTRY US
INDUSTRY Specialty Retail
MARKET CAP $ 1.38 B
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 13000
Officers Ms. Marlo M. Cormier Senior Vice President & Chief Financial Officer Mr. Scott Lindblom SVice President & Chief Information Officer Mr. Jeff Harkins Vice President of Investor Relations & Strategic Planning Mr. John Howard Goss Jr. President of Sally Beauty Supply Ms. Denise A. Paulonis President, Chief Executive Officer & Director Ms. Mary Beth Edwards Senior Vice President, Chief Transformation Officer & Business Services Officer Mr. Mark Gregory Spinks President of Beauty Systems Group LLC Ms. Kim McIntosh Group Vice President, Controller & Chief Accounting Officer Mr. Olivier Badezet Senior Vice President & MD of Europe