Sally Beauty Holdings (SBH) Panoramica del titolo
Sally Beauty Holdings, Inc. opera come rivenditore specializzato e distributore di articoli di bellezza professionali. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 0/6 |
SBH Community Fair Values
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Analyst Price Targets
Concorrenti di Sally Beauty Holdings, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$16.42 |
| Massimo di 52 settimane | US$17.92 |
| Minimo di 52 settimane | US$11.54 |
| Beta | 1.04 |
| Variazione di 1 mese | 10.35% |
| Variazione a 3 mesi | 35.81% |
| Variazione di 1 anno | 23.74% |
| Variazione a 3 anni | 63.06% |
| Variazione a 5 anni | -9.98% |
| Variazione dall'IPO | 118.93% |
Notizie e aggiornamenti recenti
Recent updates
Seeking Alpha • Aug 03
Sally Beauty Holdings: Easy Money Was Made, Onto Greener Pastures
Summary Sally Beauty Holdings, Inc. is re-rated to Hold after a 33% gain from the $13 to $17 level. Q3 delivered a very slight bottom-line beat but missed on top-line revenue, with flat consolidated comps signaling plateauing growth. SBH's balance sheet remains healthy, with robust cash flow, continued debt reduction, and active share buybacks. At 8.5x forward earnings, SBH stock's valuation looks fair given muted growth and limited near-term upside catalysts. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 01
SBH: Future Returns Will Reflect Execution Improvements And Ongoing Share Repurchases
Analysts have reduced the implied fair value estimate for Sally Beauty Holdings from $18.80 to $16.40, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E, which align with recent price target cuts of $3 from multiple firms. Analyst Commentary Recent Street research on Sally Beauty Holdings points to a more cautious tone, even as analysts try to balance longer term opportunities against near term execution risks and valuation questions.
Aggiornamento narrativa • Jun 17
SBH: Earnings Delivery And Buybacks Will Balance Execution And Multiple Risks
Analysts have trimmed their price targets on Sally Beauty Holdings to $13.00, citing updated assumptions around the discount rate, modest revenue growth expectations, profit margin profile, and a slightly lower future P/E outlook. Analyst Commentary Recent research coverage on Sally Beauty Holdings points to a more cautious stance, with analysts reassessing both the upside potential and the risks tied to the stock's execution and growth outlook.Aggiornamento narrativa • Jun 03
SBH: Execution Progress And Buybacks Will Shape Future Earnings Multiple
Analysts have trimmed their price targets on Sally Beauty Holdings, with the updated fair value estimate moving from $16.00 to $13.00 as they factor in slightly softer revenue growth, a modestly lower profit margin outlook, a higher discount rate, and a reduced future P/E assumption. Analyst Commentary Bearish analysts have responded to the revised fair value estimate by cutting their price targets, signaling a more cautious stance on the stock.Articolo di analisi • May 14
US$16.40: That's What Analysts Think Sally Beauty Holdings, Inc. (NYSE:SBH) Is Worth After Its Latest Results
There's been a notable change in appetite for Sally Beauty Holdings, Inc. ( NYSE:SBH ) shares in the week since its...Aggiornamento narrativa • May 06
SBH: Future Execution And Buybacks Will Support A Higher Earnings Multiple
Analysts have raised their price targets on Sally Beauty Holdings by $1 to $2, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E ratio, while maintaining their fair value estimate at $16.00. Analyst Commentary Recent research updates on Sally Beauty Holdings point to a cautious tone, even with price targets moving slightly higher.Aggiornamento narrativa • Apr 21
SBH: Future Returns Will Reflect Improved Execution And Ongoing Share Repurchase Support
Analysts have nudged the implied fair value for Sally Beauty Holdings higher from $17.20 to $18.80, citing updated views on growth, profitability and valuation following a series of recent price target increases and an upgrade. Analyst Commentary Recent research points to a more constructive tone around Sally Beauty Holdings, with several firms adjusting price targets higher and one upgrading the stock.
Aggiornamento narrativa • Apr 06
SBH: Consistent Execution And Margin Discipline Will Support Stronger Share Performance
Analysts have raised their price targets on Sally Beauty Holdings by $1 to $2, citing more consistent growth trends and slightly stronger expectations for revenue expansion, profit margins, and future P/E assumptions in their updated models. Analyst Commentary Bullish analysts are reworking their models around Sally Beauty Holdings with a more constructive tone, pointing to steadier growth trends and a clearer earnings profile.Aggiornamento narrativa • Mar 22
SBH: Steadier Execution And Buybacks Will Support A Higher Future Multiple
Analysts have lifted their average price target on Sally Beauty by a few dollars, now framing the stock around a steady $16.00 fair value as they factor in expectations for modestly higher revenue, slightly firmer profit margins, and a similar forward P/E outlook following a series of target raises and an upgrade focused on more consistent growth. Analyst Commentary Recent research on Sally Beauty has centered on fine tuning price targets and ratings rather than making sweeping calls, with several firms adjusting their models and timing around fair value.Aggiornamento narrativa • Mar 08
SBH: Buybacks And Tighter Guidance Will Likely Limit Future Re Rating Potential
The analyst fair value estimate for Sally Beauty Holdings has increased from $14.00 to $16.00, as analysts reference research that notes more consistent growth, modestly higher revenue and margin expectations, a lower discount rate, and slightly higher future P/E assumptions. Analyst Commentary Recent Street research around Sally Beauty Holdings has centered on price target adjustments and rating changes that reflect a mix of optimism about more consistent growth and caution about execution and valuation risks.Aggiornamento narrativa • Feb 21
SBH: Repurchase Momentum And Margin Focus Will Drive Stronger Share Performance
The analyst price target for Sally Beauty Holdings has shifted from $16.00 to $20.00, with analysts pointing to updated assumptions around fair value and profitability, along with a series of recent price target increases and an upgrade highlighting more consistent growth. Analyst Commentary Recent research points to a more constructive tone around Sally Beauty Holdings, with several bullish analysts revisiting their assumptions on fair value and execution.Aggiornamento narrativa • Feb 07
SBH: Future Returns Will Reflect Consistent Execution And Measured Share Repurchase Support
Analysts have raised their price target on Sally Beauty Holdings from $16.25 to $17.20, citing updated views on fair value, discount rate, revenue, profit margins, and future P/E assumptions reflected in recent research. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets, which suggests they see the updated fair value as higher than before given their revised inputs on discount rates and P/E assumptions.Aggiornamento narrativa • Jan 24
SBH: Buybacks And Flattish Sales Will Likely Cap Future Upside Potential
Analysts nudged their fair value estimate for Sally Beauty Holdings up to $14.00 from $13.00, pointing to updated assumptions around discount rates, profit margins, and a higher future P/E multiple that reflect recent price target increases and more constructive research commentary. Analyst Commentary Recent research on Sally Beauty Holdings has centered on how realistic current earnings and valuation assumptions are, given the company’s execution track record and the maturity of its core business.Aggiornamento narrativa • Jan 09
SBH: Heavy Buybacks Will Likely Conceal Flat Sales And Overvaluation
Analysts kept their fair value target for Sally Beauty Holdings steady at US$13.00, citing only modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions rather than any major shift in their overall view. What's in the News From July 1, 2025 to September 30, 2025, Sally Beauty Holdings repurchased 1,684,857 shares, about 1.69% of shares, for US$20.45 million under its ongoing buyback program.Articolo di analisi • Jan 01
Should You Investigate Sally Beauty Holdings, Inc. (NYSE:SBH) At US$14.26?
Sally Beauty Holdings, Inc. ( NYSE:SBH ), might not be a large cap stock, but it saw significant share price movement...Aggiornamento narrativa • Dec 26
SBH: Heavy Buybacks Will Likely Mask Weak Future Sales Trends
Analysts have raised their price target for Sally Beauty Holdings from 10.00 dollars to 13.00 dollars, citing expectations for stronger revenue growth, slightly higher profit margins, and an improved future earnings multiple. Together, these factors support a higher fair value despite a modestly lower discount rate.Articolo di analisi • Dec 17
Sally Beauty Holdings, Inc. (NYSE:SBH) Shares Could Be 41% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Sally Beauty Holdings is US$25.37 based on 2 Stage Free Cash Flow to Equity...Aggiornamento narrativa • Dec 12
SBH: Future Returns Will Reflect Customer Focus And Operational Efficiency Gains
Analysts have raised their price target on Sally Beauty Holdings by $4 to $19, citing management's upbeat tone and continued progress on strategic initiatives to enhance customer centricity, drive innovation, and improve operational efficiency. Analyst Commentary Recent research updates highlight a more constructive stance on Sally Beauty Holdings, with bullish analysts pointing to improving execution on strategic priorities and a valuation that still leaves room for upside.Aggiornamento narrativa • Nov 27
SBH: Future Results Will Reflect Customer-Centric Moves And Shifting Haircare Demand
Sally Beauty Holdings’ fair value price target has been revised upward from $15.13 to $16.25, as analysts cite increased confidence due to progress on strategic initiatives, improved profit margins, and stronger projected revenue growth. Analyst Commentary Recent research updates reflect a mix of optimism and caution among analysts evaluating Sally Beauty Holdings' prospects.Articolo di analisi • Nov 16
Earnings Update: Here's Why Analysts Just Lifted Their Sally Beauty Holdings, Inc. (NYSE:SBH) Price Target To US$16.25
The full-year results for Sally Beauty Holdings, Inc. ( NYSE:SBH ) were released last week, making it a good time to...Aggiornamento narrativa • Nov 11
SBH: Future Performance Will Hinge On Customer-Focused Initiatives And Spending Trends
Sally Beauty Holdings has seen its analyst price target rise substantially, with updates reflecting an increase from $15 to $19 per share. Analysts cite ongoing progress in customer-focused initiatives and operational improvements, which are supporting this positive outlook.Aggiornamento narrativa • Oct 28
Operational Progress And Store Refreshes Will Drive Upbeat Momentum Ahead
Sally Beauty Holdings' analyst price target has been raised from $14.45 to $15.13. Analysts cite improved management initiatives, continued operational progress, and positive expectations for innovation and customer engagement as key drivers behind the increase.Aggiornamento narrativa • Sep 20
Digital Initiatives And Retail Refreshes Will Shape Promising Future
Analysts have raised their price target for Sally Beauty Holdings to $14.45, citing management’s optimistic outlook, progress on strategic initiatives, Q3 results that outperformed expectations, and ongoing store and product enhancements. Analyst Commentary Management’s upbeat outlook and continued progress with strategic initiatives including enhanced customer centricity, increased innovation and product “newness,” and improved operational efficiency.Aggiornamento narrativa • Sep 05
Digital Initiatives And Retail Refreshes Will Shape Promising Future
Analysts raised Sally Beauty Holdings’ price target to $13.45, citing stronger hair color trends, better-than-expected Q3 results, and growth initiatives like store renovations and new brand rollouts. Analyst Commentary Stronger hair color trends are providing a partial offset to weakness from more frugal, middle-income hair care shoppers.Aggiornamento narrativa • Aug 07
Digital Initiatives And Retail Refreshes Will Shape Promising Future
With consensus forecasts for both revenue growth (1.3% per annum) and future P/E (7.85x) remaining unchanged, analysts have reaffirmed their fair value for Sally Beauty Holdings at $12.70. What's in the News FY25 guidance updated: comparable sales now expected to be approximately flat; consolidated net sales to be around 75 bps lower than comp sales due to FX impacts and ~30 fewer stores.Articolo di analisi • Aug 06
Sally Beauty Holdings, Inc.'s (NYSE:SBH) Earnings Are Not Doing Enough For Some Investors
NYSE:SBH 1 Year Share Price vs Fair Value Explore Sally Beauty Holdings's Fair Values from the Community and select...Articolo di analisi • Jul 22
At US$9.34, Is It Time To Put Sally Beauty Holdings, Inc. (NYSE:SBH) On Your Watch List?
While Sally Beauty Holdings, Inc. ( NYSE:SBH ) might not have the largest market cap around , it saw a decent share...Articolo di analisi • May 13
Investors Could Be Concerned With Sally Beauty Holdings' (NYSE:SBH) Returns On Capital
Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...Articolo di analisi • Apr 08
Is Now The Time To Look At Buying Sally Beauty Holdings, Inc. (NYSE:SBH)?
While Sally Beauty Holdings, Inc. ( NYSE:SBH ) might not have the largest market cap around , it received a lot of...Seeking Alpha • Mar 16
Sally Beauty Holdings: Free Cash Flow Machine Meets Less Debt Paydown Requirements
Summary 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. Risks include a lack of growth materializing and slow consumer spending, but recurring hair care sales mitigate the business risk. Read the full article on Seeking AlphaArticolo di analisi • Mar 05
Sally Beauty Holdings (NYSE:SBH) Seems To Be Using A Lot Of Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Feb 28
Sally Beauty Holdings: The Most Undervalued Retail Stock Of 2025? Here's Why I'm Buying
Summary 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. A conservative reversion to historical valuation implies a 40%-75% upside in the next 1-2 years. By employing a covered straddle strategy, I enhance my margin of safety while generating strong income. Read the full article on Seeking AlphaArticolo di analisi • Feb 04
Sally Beauty Holdings (NYSE:SBH) May Have Issues Allocating Its Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Seeking Alpha • Feb 03
Sally Beauty Holdings Is Looking Quite Pretty Here
Summary Sally Beauty Holdings' stock has dropped 27.3%, despite management's efforts to improve bottom-line results and significant share buybacks, making it an attractive investment. Revenue dipped slightly due to store closures, but comparable store sales rose by 0.3%, driven by the Beauty Systems Group's 1.6% improvement. Increased costs, including labor and transformation initiatives, impacted net income and other profitability metrics, but management expects long-term benefits and substantial cost savings by 2026. Given the stock's low valuation and management's confidence, I upgrade Sally Beauty Holdings from a 'buy' to a 'strong buy' for long-term gains. Read the full article on Seeking AlphaArticolo di analisi • Dec 31
The Market Doesn't Like What It Sees From Sally Beauty Holdings, Inc.'s (NYSE:SBH) Earnings Yet As Shares Tumble 28%
Sally Beauty Holdings, Inc. ( NYSE:SBH ) shareholders that were waiting for something to happen have been dealt a blow...Articolo di analisi • Dec 14
At US$12.47, Is It Time To Put Sally Beauty Holdings, Inc. (NYSE:SBH) On Your Watch List?
While Sally Beauty Holdings, Inc. ( NYSE:SBH ) might not have the largest market cap around , it received a lot of...Seeking Alpha • Nov 14
Sally Beauty Holdings: Carrying Momentum Into 2025
Summary 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. Positive guidance for fiscal Q1 2025 and the full year, with expected sales growth and operating margins, supports a hold rating with potential for share appreciation. Read the full article on Seeking AlphaArticolo di analisi • Nov 14
Is Sally Beauty Holdings (NYSE:SBH) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Articolo di analisi • Oct 29
Be Wary Of Sally Beauty Holdings (NYSE:SBH) And Its Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Seeking Alpha • Sep 23
Sally Beauty: A Focus On Efficiency And Growth
Summary Despite modest growth this quarter, SBH has faced declining revenue over the years due to cautious consumer spending, store closures, and operational challenges. Mass market beauty is experiencing softer growth, especially compared to the faster-growing prestige beauty market, indicating a potential challenge for Sally Beauty in maintaining growth. It has a pipeline of strategic initiatives, including its loyalty program and Fuel for Growth initiative, that aims to improve customer retention and engagement and operational efficiency for long-term growth. Read the full article on Seeking AlphaArticolo di analisi • Sep 21
Is There An Opportunity With Sally Beauty Holdings, Inc.'s (NYSE:SBH) 36% Undervaluation?
Key Insights Sally Beauty Holdings' estimated fair value is US$21.29 based on 2 Stage Free Cash Flow to Equity Sally...
Nuova narrativa • Sep 14
Challenged Margins And Promotional Pressures Amid Decisive Growth Efforts And Cost Control Wins
Increased promotional sensitivity and strategic shifts due to consumer spending caution could erode margins and affect overall profitability.Articolo di analisi • Aug 05
At US$10.27, Is Sally Beauty Holdings, Inc. (NYSE:SBH) Worth Looking At Closely?
Sally Beauty Holdings, Inc. ( NYSE:SBH ), might not be a large cap stock, but it saw significant share price movement...Rendimenti per gli azionisti
| SBH | US Specialty Retail | US Mercato | |
|---|---|---|---|
| 7D | -2.0% | -3.1% | 0.6% |
| 1Y | 23.7% | -0.7% | 20.1% |
Ritorno vs Industria: SBH ha superato il US Specialty Retail che ha restituito -0.7 % nell'ultimo anno.
Rendimento vs Mercato: SBH ha superato il mercato US che ha restituito 20.1 % nell'ultimo anno.
Volatilità dei prezzi
| SBH volatility | |
|---|---|
| SBH Average Weekly Movement | 6.2% |
| Specialty Retail Industry Average Movement | 7.6% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: SBH non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di SBH è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1964 | 19,000 | Denise Paulonis | www.sallybeautyholdings.com |
Sally Beauty Holdings, Inc. opera come rivenditore specializzato e distributore di articoli di bellezza professionali. La società opera attraverso due segmenti, Sally Beauty Supply e Beauty Systems Group. Il segmento Sally Beauty Supply offre prodotti di bellezza, tra cui colori e prodotti per la cura dei capelli, prodotti per la cura della pelle e delle unghie, strumenti per lo styling e altri prodotti di bellezza per i clienti al dettaglio, i saloni e i professionisti del settore.
Sally Beauty Holdings, Inc. Riepilogo dei fondamenti
| SBH statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$1.54b |
| Utili (TTM) | US$192.27m |
| Ricavi(TTM) | US$3.73b |
8.0x
Rapporto P/E0.4x
Rapporto P/SSBH è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| SBH Conto economico (TTM) | |
|---|---|
| Ricavi | US$3.73b |
| Costo del fatturato | US$1.79b |
| Profitto lordo | US$1.94b |
| Altre spese | US$1.75b |
| Utili | US$192.27m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 2.05 |
| Margine lordo | 52.11% |
| Margine di profitto netto | 5.16% |
| Rapporto debito/patrimonio netto | 92.7% |
Come si è comportato SBH nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/17 18:42 |
| Prezzo dell'azione a fine giornata | 2026/08/14 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/09/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Sally Beauty Holdings, Inc. è coperta da 22 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Mark Altschwager | Baird |
| Meredith Adler | Barclays |
| Shannon Coyne | BMO Capital Markets Equity Research |