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Also traded in: Germany

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash to Debt 0.04
SBH's Cash to Debt is ranked lower than
96% of the 945 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.00 vs. SBH: 0.04 )
Ranked among companies with meaningful Cash to Debt only.
SBH' s Cash to Debt Range Over the Past 10 Years
Min: 0.02  Med: 0.05 Max: N/A
Current: 0.04
Equity to Asset -0.16
SBH's Equity to Asset is ranked lower than
99% of the 928 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.48 vs. SBH: -0.16 )
Ranked among companies with meaningful Equity to Asset only.
SBH' s Equity to Asset Range Over the Past 10 Years
Min: -0.64  Med: -0.17 Max: 0.75
Current: -0.16
-0.64
0.75
Interest Coverage 3.37
SBH's Interest Coverage is ranked lower than
81% of the 726 Companies
in the Global Specialty Retail industry.

( Industry Median: 18.92 vs. SBH: 3.37 )
Ranked among companies with meaningful Interest Coverage only.
SBH' s Interest Coverage Range Over the Past 10 Years
Min: 1.57  Med: 3.80 Max: 1958.71
Current: 3.37
1.57
1958.71
F-Score: 6
Z-Score: 4.12
M-Score: -3.15
WACC vs ROIC
6.36%
23.33%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 9/10

vs
industry
vs
history
Operating margin (%) 13.19
SBH's Operating margin (%) is ranked higher than
87% of the 942 Companies
in the Global Specialty Retail industry.

( Industry Median: 3.41 vs. SBH: 13.19 )
Ranked among companies with meaningful Operating margin (%) only.
SBH' s Operating margin (%) Range Over the Past 10 Years
Min: 7.59  Med: 12.31 Max: 14.37
Current: 13.19
7.59
14.37
Net-margin (%) 5.75
SBH's Net-margin (%) is ranked higher than
74% of the 942 Companies
in the Global Specialty Retail industry.

( Industry Median: 2.19 vs. SBH: 5.75 )
Ranked among companies with meaningful Net-margin (%) only.
SBH' s Net-margin (%) Range Over the Past 10 Years
Min: 1.77  Med: 5.53 Max: 7.21
Current: 5.75
1.77
7.21
ROA (%) 10.53
SBH's ROA (%) is ranked higher than
85% of the 948 Companies
in the Global Specialty Retail industry.

( Industry Median: 2.89 vs. SBH: 10.53 )
Ranked among companies with meaningful ROA (%) only.
SBH' s ROA (%) Range Over the Past 10 Years
Min: 3.24  Med: 10.41 Max: 13.01
Current: 10.53
3.24
13.01
ROC (Joel Greenblatt) (%) 62.15
SBH's ROC (Joel Greenblatt) (%) is ranked higher than
86% of the 943 Companies
in the Global Specialty Retail industry.

( Industry Median: 13.63 vs. SBH: 62.15 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
SBH' s ROC (Joel Greenblatt) (%) Range Over the Past 10 Years
Min: 35.27  Med: 64.61 Max: 86.25
Current: 62.15
35.27
86.25
Revenue Growth (3Y)(%) 9.10
SBH's Revenue Growth (3Y)(%) is ranked higher than
74% of the 779 Companies
in the Global Specialty Retail industry.

( Industry Median: 2.40 vs. SBH: 9.10 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
SBH' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: 4.70 Max: 9.7
Current: 9.1
0
9.7
EBITDA Growth (3Y)(%) 7.30
SBH's EBITDA Growth (3Y)(%) is ranked higher than
64% of the 649 Companies
in the Global Specialty Retail industry.

( Industry Median: 2.30 vs. SBH: 7.30 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
SBH' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: 10.80 Max: 16.8
Current: 7.3
0
16.8
EPS Growth (3Y)(%) 6.30
SBH's EPS Growth (3Y)(%) is ranked higher than
60% of the 595 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.30 vs. SBH: 6.30 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
SBH' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: 8.05 Max: 47.4
Current: 6.3
0
47.4
» SBH's 10-Y Financials

Financials (Next Earnings Date: 2016-05-05)


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2015

SBH Guru Trades in Q1 2015

Pioneer Investments 755,946 sh (New)
Caxton Associates 120,000 sh (New)
Steven Cohen 850,000 sh (+240.00%)
Paul Tudor Jones Sold Out
Mario Gabelli 1,082,212 sh (-2.21%)
John Keeley 556,312 sh (-13.26%)
Joel Greenblatt 982,235 sh (-43.65%)
Jim Simons 377,300 sh (-45.01%)
» More
Q2 2015

SBH Guru Trades in Q2 2015

John Hussman 100,000 sh (New)
Paul Tudor Jones 9,486 sh (New)
Caxton Associates 230,000 sh (+91.67%)
Jim Simons 611,800 sh (+62.15%)
Joel Greenblatt 1,399,939 sh (+42.53%)
Steven Cohen Sold Out
Pioneer Investments 746,944 sh (-1.19%)
John Keeley 535,777 sh (-3.69%)
Mario Gabelli 1,040,612 sh (-3.84%)
» More
Q3 2015

SBH Guru Trades in Q3 2015

Ray Dalio 69,206 sh (New)
Jana Partners 3,906,780 sh (New)
Jim Simons 787,221 sh (+28.67%)
John Hussman 100,000 sh (unchged)
Caxton Associates Sold Out
Pioneer Investments Sold Out
Paul Tudor Jones Sold Out
Mario Gabelli 1,000,112 sh (-3.89%)
John Keeley 352,165 sh (-34.27%)
Joel Greenblatt 705,954 sh (-49.57%)
» More
Q4 2015

SBH Guru Trades in Q4 2015

George Soros 15,000 sh (New)
Steven Cohen 25,200 sh (New)
Mario Gabelli 1,004,912 sh (+0.48%)
Jana Partners Sold Out
John Keeley Sold Out
Ray Dalio Sold Out
Joel Greenblatt Sold Out
John Hussman Sold Out
Jim Simons 179,200 sh (-77.24%)
» More
» Details

Insider Trades

Latest Guru Trades with SBH

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Guru Investment Theses on Sally Beauty Holdings Inc

Meridian Funds Comments on Sally Beauty Holdings - Sep 08, 2014

Sally Beauty Holdings (SBH) distributes and retails beauty products. During the period, the stock declined due to the impact of weather and some overall weakness in consumer spending. We have been adding to the position as we believe the company is well positioned to grow domestically, expand internationally and continue buying back stock, which should drive strong earnings growth for the long term.

From Meridian Funds (Trades, Portfolio)’ Meridian Growth Fund Annual Review.

Check out Meridian Funds latest stock trades

Ratios

vs
industry
vs
history
P/E(ttm) 22.19
SBH's P/E(ttm) is ranked lower than
58% of the 707 Companies
in the Global Specialty Retail industry.

( Industry Median: 19.00 vs. SBH: 22.19 )
Ranked among companies with meaningful P/E(ttm) only.
SBH' s P/E(ttm) Range Over the Past 10 Years
Min: 7.41  Med: 18.45 Max: 39.63
Current: 22.19
7.41
39.63
Forward P/E 16.75
SBH's Forward P/E is ranked lower than
60% of the 173 Companies
in the Global Specialty Retail industry.

( Industry Median: 15.60 vs. SBH: 16.75 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 22.19
SBH's PE(NRI) is ranked lower than
58% of the 707 Companies
in the Global Specialty Retail industry.

( Industry Median: 18.82 vs. SBH: 22.19 )
Ranked among companies with meaningful PE(NRI) only.
SBH' s PE(NRI) Range Over the Past 10 Years
Min: 7.37  Med: 18.55 Max: 40.13
Current: 22.19
7.37
40.13
Price/Owner Earnings (ttm) 24.35
SBH's Price/Owner Earnings (ttm) is ranked lower than
61% of the 418 Companies
in the Global Specialty Retail industry.

( Industry Median: 19.97 vs. SBH: 24.35 )
Ranked among companies with meaningful Price/Owner Earnings (ttm) only.
SBH' s Price/Owner Earnings (ttm) Range Over the Past 10 Years
Min: 5.25  Med: 17.05 Max: 25.23
Current: 24.35
5.25
25.23
P/S 1.29
SBH's P/S is ranked lower than
70% of the 921 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.64 vs. SBH: 1.29 )
Ranked among companies with meaningful P/S only.
SBH' s P/S Range Over the Past 10 Years
Min: 0.22  Med: 0.98 Max: 1.61
Current: 1.29
0.22
1.61
PFCF 27.01
SBH's PFCF is ranked lower than
67% of the 366 Companies
in the Global Specialty Retail industry.

( Industry Median: 18.65 vs. SBH: 27.01 )
Ranked among companies with meaningful PFCF only.
SBH' s PFCF Range Over the Past 10 Years
Min: 4.3  Med: 19.34 Max: 37.2
Current: 27.01
4.3
37.2
POCF 15.88
SBH's POCF is ranked lower than
67% of the 486 Companies
in the Global Specialty Retail industry.

( Industry Median: 11.68 vs. SBH: 15.88 )
Ranked among companies with meaningful POCF only.
SBH' s POCF Range Over the Past 10 Years
Min: 3.56  Med: 13.29 Max: 31.25
Current: 15.88
3.56
31.25
EV-to-EBIT 12.40
SBH's EV-to-EBIT is ranked higher than
57% of the 731 Companies
in the Global Specialty Retail industry.

( Industry Median: 13.71 vs. SBH: 12.40 )
Ranked among companies with meaningful EV-to-EBIT only.
SBH' s EV-to-EBIT Range Over the Past 10 Years
Min: 8.1  Med: 11.80 Max: 31.9
Current: 12.4
8.1
31.9
EV-to-EBITDA 10.51
SBH's EV-to-EBITDA is ranked higher than
52% of the 766 Companies
in the Global Specialty Retail industry.

( Industry Median: 10.93 vs. SBH: 10.51 )
Ranked among companies with meaningful EV-to-EBITDA only.
SBH' s EV-to-EBITDA Range Over the Past 10 Years
Min: 6.8  Med: 10.30 Max: 25.3
Current: 10.51
6.8
25.3
PEG 1.97
SBH's PEG is ranked lower than
52% of the 302 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.90 vs. SBH: 1.97 )
Ranked among companies with meaningful PEG only.
SBH' s PEG Range Over the Past 10 Years
Min: 0.4  Med: 1.33 Max: 2.35
Current: 1.97
0.4
2.35
Shiller P/E 31.69
SBH's Shiller P/E is ranked lower than
70% of the 233 Companies
in the Global Specialty Retail industry.

( Industry Median: 21.05 vs. SBH: 31.69 )
Ranked among companies with meaningful Shiller P/E only.
SBH' s Shiller P/E Range Over the Past 10 Years
Min: 18.57  Med: 23.69 Max: 33
Current: 31.69
18.57
33
Current Ratio 2.48
SBH's Current Ratio is ranked higher than
74% of the 889 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.56 vs. SBH: 2.48 )
Ranked among companies with meaningful Current Ratio only.
SBH' s Current Ratio Range Over the Past 10 Years
Min: 1.84  Med: 2.13 Max: 2.79
Current: 2.48
1.84
2.79
Quick Ratio 0.48
SBH's Quick Ratio is ranked lower than
75% of the 889 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.84 vs. SBH: 0.48 )
Ranked among companies with meaningful Quick Ratio only.
SBH' s Quick Ratio Range Over the Past 10 Years
Min: 0.38  Med: 0.48 Max: 0.9
Current: 0.48
0.38
0.9
Days Inventory 162.79
SBH's Days Inventory is ranked lower than
80% of the 887 Companies
in the Global Specialty Retail industry.

( Industry Median: 88.17 vs. SBH: 162.79 )
Ranked among companies with meaningful Days Inventory only.
SBH' s Days Inventory Range Over the Past 10 Years
Min: 138.37  Med: 152.62 Max: 161.5
Current: 162.79
138.37
161.5
Days Sales Outstanding 4.19
SBH's Days Sales Outstanding is ranked higher than
74% of the 718 Companies
in the Global Specialty Retail industry.

( Industry Median: 13.02 vs. SBH: 4.19 )
Ranked among companies with meaningful Days Sales Outstanding only.
SBH' s Days Sales Outstanding Range Over the Past 10 Years
Min: 4.63  Med: 6.54 Max: 10.58
Current: 4.19
4.63
10.58
Days Payable 52.44
SBH's Days Payable is ranked higher than
52% of the 716 Companies
in the Global Specialty Retail industry.

( Industry Median: 50.86 vs. SBH: 52.44 )
Ranked among companies with meaningful Days Payable only.
SBH' s Days Payable Range Over the Past 10 Years
Min: 44.4  Med: 51.37 Max: 57.13
Current: 52.44
44.4
57.13

Valuation & Return

vs
industry
vs
history
Price/Projected FCF 1.99
SBH's Price/Projected FCF is ranked lower than
72% of the 455 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.15 vs. SBH: 1.99 )
Ranked among companies with meaningful Price/Projected FCF only.
SBH' s Price/Projected FCF Range Over the Past 10 Years
Min: 1.52  Med: 2.33 Max: 10.79
Current: 1.99
1.52
10.79
Price/DCF (Earnings Based) 0.79
SBH's Price/DCF (Earnings Based) is ranked higher than
73% of the 92 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.19 vs. SBH: 0.79 )
Ranked among companies with meaningful Price/DCF (Earnings Based) only.
N/A
Price/Median PS Value 1.33
SBH's Price/Median PS Value is ranked lower than
75% of the 770 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.99 vs. SBH: 1.33 )
Ranked among companies with meaningful Price/Median PS Value only.
SBH' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.34  Med: 0.98 Max: 1.61
Current: 1.33
0.34
1.61
Price/Peter Lynch Fair Value 2.28
SBH's Price/Peter Lynch Fair Value is ranked lower than
68% of the 185 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.59 vs. SBH: 2.28 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
SBH' s Price/Peter Lynch Fair Value Range Over the Past 10 Years
Min: 0.63  Med: 1.29 Max: 2
Current: 2.28
0.63
2
Earnings Yield (Greenblatt) (%) 8.06
SBH's Earnings Yield (Greenblatt) (%) is ranked higher than
66% of the 920 Companies
in the Global Specialty Retail industry.

( Industry Median: 5.70 vs. SBH: 8.06 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
SBH' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 3.1  Med: 8.50 Max: 12.3
Current: 8.06
3.1
12.3
Forward Rate of Return (Yacktman) (%) 13.79
SBH's Forward Rate of Return (Yacktman) (%) is ranked higher than
72% of the 506 Companies
in the Global Specialty Retail industry.

( Industry Median: 5.33 vs. SBH: 13.79 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
SBH' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: 13.6  Med: 18.20 Max: 39.4
Current: 13.79
13.6
39.4

More Statistics

Revenue(Mil) $3868
EPS $ 1.42
Beta0.72
Short Percentage of Float4.40%
52-Week Range $21.94 - 32.93
Shares Outstanding(Mil)146.18

Analyst Estimate

Sep16 Sep17 Sep18
Revenue(Mil) 3,952 4,146 4,342
EPS($) 1.71 1.90 2.00
EPS without NRI($) 1.71 1.90 2.00

Business Description

Industry: Retail - Apparel & Specialty » Specialty Retail
Compare:XSWX:DUFN, XAMS:GVNV, NAS:SPLS, XTER:FIE, NAS:MIK, NAS:MELI » details
Traded in other countries:S7V.Germany,
Sally Beauty Holdings Inc was founded in 1964 and was acquired in 1969 by its former parent Company, Alberto-Culver. The Company is a specialty retailer and distributor of professional beauty supplies with operations principally in North America, South America and Europe. The Company provides its customers a variety of third-party professional beauty supplies, including hair color products, hair care products, styling appliances, skin and nail care products and other beauty items. It operates mainly two business units, Sally Beauty Supply and Beauty Systems Group, or BSG. The Company, through Sally Beauty Supply and BSG, operated a multi-channel platform of 4,647 company-operated stores and supplied 181 franchised stores. Within BSG, it also has one of the networks of professional distributor sales consultants in North America, with approximately 981 professional distributor sales consultants who sell directly to salons and salon professionals. Sally Beauty Supply stores target retail consumers and salon professionals, while BSG exclusively targets salons and salon professionals. It has stores locations in the United States (including Puerto Rico), Canada, Mexico, Chile, the United Kingdom, Ireland, Belgium, France, Germany, the Netherlands and Spain. The Company is subject to a number of federal, state and local laws and regulations in the U.S., as well as applicable laws and regulations in each foreign marketplace in which it does business.
» More Articles for SBH

Headlines

Articles On GuruFocus.com
Weekly Three-Year Low Highlights: MSC Industrial Direct, Quanta Services, Sally Beauty, Urban Outfit Oct 19 2015 
Weekly CFO Sells Highlight: Intercept Pharmaceuticals Inc, Ross Stores Inc, Sally Beauty Holdings In Mar 30 2015 
Weekly CEO Sells Highlight: GoPro Inc, Moelis & Company, Endurance International Group Holdings Inc, Nov 29 2014 
Meridian Funds Comments on Sally Beauty Holdings Sep 08 2014 
Meridian Growth Fund Annual Annual Review Sep 05 2014 
Morning Coffee: Most Widely Held Guru Stocks Near 52-week Lows Jun 06 2014 
A Few Reasons Why Ulta Salon Is a Good Buy Apr 16 2014 
Weekly CEO Sells Highlight: Ralph Lauren Corp, American Express Co, Macy’s Inc, Sally Beauty Holdi Mar 09 2014 
Why This Traditional Cosmetic Giant Might Be in Trouble Jan 28 2014 
Juicy Insider Sells Dec 21 2013 

More From Other Websites
Sally Beauty Holdings, Inc. breached its 50 day moving average in a Bullish Manner : SBH-US : May 3,... May 03 2016
Week Ahead In Earnings: Insiders Bought At Post, CF Industries & Sold At Kellogg and Sally Beauty Apr 30 2016
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Sally Beauty (SBH) Stock Price Target Raised at Oppenheimer Mar 30 2016
SALLY BEAUTY HOLDINGS, INC. Files SEC form 8-K, Change in Directors or Principal Officers, Financial... Mar 03 2016
Sally Beauty Holdings, Inc. Announces the Appointment of David W. Gibbs to the Board of Directors Mar 03 2016
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Why Are These 3 Companies’ Insiders Dumping Shares? Feb 11 2016
SALLY BEAUTY HOLDINGS, INC. Financials Feb 09 2016
Sally Beauty Holdings, Inc. Earnings Analysis: Q1, 2016 By the Numbers Feb 09 2016
[$$] 4 Stocks to Beat the Index And Sleep Well at Night Feb 09 2016
Can the Rally in Sally Beauty Holdings (SBH) Shares Continue? Feb 08 2016
Will Sally Beauty (SBH) Stock Be Helped by Strong Q1, Analysts' Bullish Remarks? Feb 05 2016
Edited Transcript of SBH earnings conference call or presentation 4-Feb-16 4:00pm GMT Feb 04 2016

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