Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SBH
Strong BuyFull HouseAPPROVESally Beauty Holdings, Inc. · Consumer Cyclical · United States · $1.5B · Avg Vol: $20M/d
Sally Beauty Holdings operates specialist beauty supply retail and professional distribution, generating steady free cash flow used to reduce debt and repurchase shares, with a good quality score (Q69) and a cheap value score. The trivial insider selling is routine. Nothing adverse is known on accounting, solvency or governance.
COMPANY DESCRIPTION
Sally Beauty Holdings, Inc. is an international specialty retailer and distributor of professional beauty supplies, catering to both salon professionals and retail customers through its Sally Beauty Supply and CosmoProf segments. The company leverages its extensive store network and strong portfolio of exclusive brands to maintain a leading position in the professional beauty market. Its dual-channel strategy fosters loyalty and broad market reach across the globe.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.8B | 3.7B | 3.7B | 3.7B | -1.0% | 3.7B | 3.7B | 3.8B | 1.2% |
| EPS | 1.69 | 1.72 | 1.48 | 1.95 | 4.9% | 1.92 | 2.12 | 2.30 | 8.6% |
| Shares | 107.0M | 106.3M | 101.9M | 97.9M | -8.5% | 93.6M | — | — | — |
| Debt | 1.7B | 1.7B | 1.6B | 1.6B | -3.4% | 1.5B | — | — | — |
| Equity | 293.6M | 508.7M | 628.5M | 794.2M | 39.3% | — | — | — | — |
| Op CF | 156.5M | 249.3M | 246.5M | 274.8M | 20.6% | 368.3M | — | — | — |
| Inv CF | -102.4M | -99.8M | -108.9M | -58.3M | — | — | — | — | — |
| Fin CF | -373.7M | -100.8M | -153.7M | -178.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of SBH are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SBH | Sally Beauty Holdings, Inc.(you) | $1.5B | 93 | Strong Buy |
| BBWI | Bath & Body Works, Inc. | $3.9B | 85 | Strong Buy |
| ASO | Academy Sports and Outdoors, Inc. | $2.7B | 70 | Buy |
| HZO | MarineMax, Inc. | $1.2B | 59 | Hold |
| SVV | Savers Value Village, Inc. | $1.6B | 51 | Hold |
| ARHS | Arhaus, Inc. | $1.3B | 54 | Hold |
| BNED | Barnes & Noble Education, Inc. | $415M | 71 | Buy |
| EYE | National Vision Holdings, Inc. | $1.4B | 45 | Hold |
| WOOF | Petco Health and Wellness Company, Inc. | $771M | 56 | Hold |
| BBY | Best Buy Co., Inc. | $17.4B | 97 | Strong Buy |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.5%