# Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) (SBH) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Consumer Cyclical / Specialty Retail. Price $16.70, market value $1.6 billion.

## Valuation
- **P/E (trailing): 8.7×** (5-yr avg 7.7×, 3-yr avg 7.7×). Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) trades at 8.7× trailing earnings, close to its own five-year average of 7.7×. The Consumer Cyclical median in the September 2026 study was 19.5×. Forward P/E is 7.5×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 0.23**. A PEG of 0.23 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 0.4×**. Each dollar of revenue is priced at 0.4×, a low multiple typical of thin-margin businesses or out-of-favour stocks.
- **Price / book: 1.8×**. The shares trade at 1.8× book value; book value is a meaningful part of the valuation.
- **EV / EBITDA: 5.5×**. Enterprise value is 5.5× operating earnings before depreciation, the multiple that ignores how the company is financed; below 8× is inexpensive for most sectors.
- **Free-cash-flow yield: 15.4%** (5-yr avg 11.5%). Free cash flow equals 15.4% of the market value, above its five-year average of 11.5%, so the shares are cheaper on cash than they have usually been. Above 5% is generally attractive.
- **Earnings yield: 11.5%**. The inverse of the P/E: 11.5% of the price is earned each year.

## Profitability
- **Gross margin: 52.1%**. Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) keeps 52.1% of revenue after the direct cost of what it sells.
- **Operating margin: 8.4%**. 8.4% of revenue is left after running the business.
- **Net margin: 5.3%**. 5.3% of each dollar of sales reaches the bottom line.
- **Return on equity: 24.7%**. 24.7% on shareholders' equity is excellent if it is not driven by leverage; sustained above 20% usually signals a competitive advantage.
- **Return on invested capital: 16.3%**. Return on all capital, debt included, is 16.3%: comfortably above what that capital costs.
- **Return on assets: 6.7%**. Each dollar of assets produces 6.7% of profit.

## Growth
- **Revenue growth (1 yr): -0.4%** (3-yr -1.0%/yr, 5-yr 1.0%/yr). Revenue fell 0.4% over the last year, against 1.0% a year compounded over five years: growth is slowing.
- **EPS growth (1 yr): 32.2%** (3-yr 4.4%/yr, 5-yr 13.8%/yr). Earnings per share rose 32.2%, faster than revenue, so margins expanded or the share count shrank.
- **Free-cash-flow growth (3 yr): 44.5%/yr**. Free cash flow has compounded at 44.5% a year over three years, keeping pace with earnings: the growth is real cash.

## Financial health
- **Debt to equity: 1.10**. Debt is 1.10 times equity, a leveraged balance sheet that needs steady cash flow to service.
- **Net debt / EBITDA: 1.8×**. It would take 1.8 years of operating earnings to repay net borrowings, within the comfortable range.
- **Altman Z-score: 2.50**. A Z-score of 2.50 is in the grey zone; not distressed, not clearly safe.
- **Piotroski F-score: 7/9**. 7 of 9 fundamental checks pass: strong and improving financials.

## Dividends
- **Dividend: none**. Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) does not currently pay a dividend.

## Price and momentum
- **Total return (1 yr): 18.2%** (YTD 17.1%, 3-mo 38.2%). The shares are up 18.2% over twelve months including dividends.
- **From 52-week high: -6.8%** (44.7% above the low). Trading 7% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 59**. An RSI of 59 is neutral.
- **Beta (1 yr): 0.84** (volatility 43%). Beta of 0.84 against the S&P 500: the shares move roughly with the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=SBH · Page: https://foliofundamentals.com/stocks/sbh

Not investment advice.