Sally Beauty Holdings, Inc. logo

Sally Beauty Holdings, Inc. (SBH)

Common Stock · Currency in USD · XNYS

Sally Beauty Holdings Inc is a professional beauty-products retailer based in the United States. The company operates throughout the United States, Puerto Rico, the United Kingdom, Belgium, Canada, Chile, Mexico, Peru, France, Ireland, Spain, Germany, Netherlands, and other geographical regions. The company operates through two business segments: Sally Beauty Supply and Beauty Systems Group. The products offered by the company include hair color and care, hair dryers and hair-styling appliances, nail care, skin care, and others.

Company Info

SIC5990
Composite FIGIBBG000LR8515
CIK0001368458
IPONov 13, 2006
Sectorretail-retail stores, nec

Highlights

Market Cap$1.29B
EPS$1.88
P/E Ratio7.07
Revenue$3.75B
Gross Profit$1.93B
Net Income$182.23M
Employees27,000
WSO97,008,814
Phone(940) 898-7500

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Analysis

Share Price Chart

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Sally Beauty Holdings, Inc., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.

Returns By Period

Sally Beauty Holdings, Inc. (SBH) has returned -8.34% so far this year and 60.90% over the past 12 months. Looking at the last ten years, SBH has achieved an annualized return of -8.60%, underperforming the Benchmark (SPY), which averaged 12.23% per year.

SBH

1M-12.68%
6M-20.42%
YTD-8.34%
1Y60.90%
5Y-8.30%
10Y-8.60%

Benchmark (SPY)

1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%

Monthly Returns

The table below presents the monthly returns of Sally Beauty Holdings, Inc. (SBH) with color gradation from worst to best to easily spot seasonal factors.

JanFebMarAprMayJunJulAugSepOctNovDec
20264.97%5.38%-12.62%-4.25%
20253.62%-14.66%-0.22%-10.84%6.48%6.56%5.64%44.22%18.49%-6.50%5.66%-9.46%
2024-5.74%1.85%-2.05%-12.36%12.78%-13.19%5.92%13.97%6.26%-3.27%6.91%-25.30%
202323.45%3.41%-2.38%-8.25%-20.93%10.27%-2.92%-14.12%-18.64%1.92%13.90%36.91%
2022-7.94%0.76%-8.86%-4.36%-21.94%7.04%16.52%-14.86%-0.16%-8.77%5.74%
202115.80%4.75%21.78%-0.69%7.92%0.91%-15.42%-1.74%-9.12%-10.39%27.37%-7.24%
2020-16.03%-19.22%-35.20%26.43%39.32%-3.76%-8.51%-4.53%-21.36%-9.71%35.14%10.98%
20192.93%4.15%0.60%-4.48%-7.16%-12.41%2.38%-11.63%22.05%3.47%18.60%-0.98%
2018-11.84%2.06%-1.97%5.43%-12.03%5.74%3.39%-6.10%19.96%-3.68%18.06%-20.03%
2017-10.36%-8.30%-7.34%-6.99%-5.56%12.75%-0.64%-8.33%3.05%-12.00%-1.45%10.87%
2016-2.21%-8.97%2.19%0.17%-6.52%-5.93%0.86%3.40%1.03%

Performance Indicators

The charts below present risk-adjusted performance metrics for Sally Beauty Holdings, Inc. (SBH) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.

Sharpe ratio

-2.00-1.000.001.002.003.00SPY: 0.92SBH: 1.01

Sortino ratio

-6.00-4.00-2.000.002.004.00SPY: 1.40SBH: 1.70

Omega ratio

0.501.001.502.00SBH: 1.20SPY: 1.22

Calmar ratio

0.002.004.006.00SPY: 1.20SBH: 1.73

Martin ratio

0.001.003.00SBH: 0.36SPY: 0.42

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.

The chart below shows the rolling Sharpe ratio of SBH compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Volatility Chart

The current Sally Beauty Holdings, Inc. volatility is 2.52%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.

Income Statement

The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.

202520242023202220212020201920182017201620152014201320122011
Liabilities And Equity (USD)2.87B2.79B2.73B2.58B2.85B2.90B2.10B2.10B2.12B2.13B2.09B2.03B1.95B2.07B1.73B
Equity Attributable To Parent (USD)794.21M628.54M508.75M293.64M280.74M15.44M-60.32M-268.56M-363.62M-276.17M-297.82M-347.05M-303.48M-115.09M-218.98M
Equity Attributable To Noncontrolling Interest (USD)---------------
Equity (USD)794.21M628.54M508.75M293.64M280.74M15.44M-60.32M-268.56M-363.62M-276.17M-297.82M-347.05M-303.48M-115.09M-218.98M
Other Non-current Liabilities (USD)625.92M577.70M559.28M527.86M508.55M503.17M93.39M79.41M-119.56M100.47M105.95M25.22M91.78M80.95M
Long-term Debt (USD)875.00M994.00M1.08B1.09B1.39B1.81B1.61B1.80B-1.80B1.80B1.81B1.69B1.61B1.41B
Noncurrent Liabilities (USD)1.50B1.57B1.64B1.62B1.90B2.32B1.70B1.87B1.91B1.92B1.90B1.91B1.71B1.70B1.49B
Other Current Liabilities (USD)266.41M246.60M250.46M333.50M299.91M272.28M114.39M126.75M206.98M141.61M134.46M127.91M198.40M135.24M119.10M
Wages (USD)85.06M76.65M69.92M58.69M73.34M54.75M63.01M61.18M59.84M75.68M81.32M76.17M70.80M79.94M78.80M
Accounts Payable (USD)224.51M269.42M258.88M275.72M291.63M236.33M278.69M303.24M307.75M271.38M275.92M259.46M273.46M262.21M262.11M
Current Liabilities (USD)575.97M592.67M579.26M667.91M664.88M563.36M456.08M491.17M574.57M488.67M491.70M463.54M542.65M477.39M460.01M
Liabilities (USD)2.08B2.16B2.22B2.28B2.57B2.88B2.16B2.37B2.49B2.41B2.39B2.38B2.25B2.18B1.95B
Other Non-current Assets (USD)1.23B1.16B1.14B1.10B1.10B1.09B553.21M561.28M558.57M546.72M537.55M572.97M574.63M570.80M537.31M
Intangible Assets (USD)53.02M59.96M55.17M50.32M55.53M58.28M62.05M72.70M80.31M92.96M98.85M114.74M130.10M128.44M129.66M
Fixed Assets (USD)284.28M269.87M297.78M297.88M307.38M315.03M319.63M308.36M313.72M319.56M270.85M238.11M229.54M202.66M182.49M
Noncurrent Assets (USD)1.57B1.49B1.50B1.44B1.46B1.46B934.89M942.33M952.59M959.24M907.25M925.82M934.27M901.89M849.45M
Other Current Assets (USD)313.88M268.69M252.78M196.03M512.23M618.59M210.65M210.75M239.65M265.49M301.89M275.72M180.78M399.18M187.54M
Prepaid Expenses (USD)------------26.73M29.38M26.36M
Inventory (USD)987.58M1.04B975.22M936.37M871.35M814.50M952.91M944.34M930.86M907.34M885.21M828.43M808.31M735.36M665.25M
Current Assets (USD)1.30B1.31B1.23B1.13B1.38B1.43B1.16B1.16B1.17B1.17B1.19B1.10B1.02B1.16B879.15M
Assets (USD)2.87B2.79B2.73B2.58B2.85B2.90B2.10B2.10B2.12B2.13B2.09B2.03B1.95B2.07B1.73B

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Strategic Growth Pillars Aid Sally Beauty (SBH), High Costs Ail

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