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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 0.03
SBH's Cash to Debt is ranked lower than
59% of the 1151 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.41 vs. SBH: 0.03 )
SBH' s 10-Year Cash to Debt Range
Min: 0.02   Max: No Debt
Current: 0.03

Equity to Asset -0.18
SBH's Equity to Asset is ranked lower than
60% of the 1139 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.49 vs. SBH: -0.18 )
SBH' s 10-Year Equity to Asset Range
Min: -0.64   Max: 0.75
Current: -0.18

-0.64
0.75
Interest Coverage 4.83
SBH's Interest Coverage is ranked higher than
50% of the 801 Companies
in the Global Specialty Retail industry.

( Industry Median: 35.18 vs. SBH: 4.83 )
SBH' s 10-Year Interest Coverage Range
Min: 1.57   Max: 9999.99
Current: 4.83

1.57
9999.99
F-Score: 5
Z-Score: 3.95
M-Score: -2.77
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 : 7/10

vs
industry
vs
history
Operating margin (%) 13.70
SBH's Operating margin (%) is ranked higher than
92% of the 1158 Companies
in the Global Specialty Retail industry.

( Industry Median: 5.30 vs. SBH: 13.70 )
SBH' s 10-Year Operating margin (%) Range
Min: 7.59   Max: 14.37
Current: 13.7

7.59
14.37
Net-margin (%) 6.70
SBH's Net-margin (%) is ranked higher than
85% of the 1158 Companies
in the Global Specialty Retail industry.

( Industry Median: 3.54 vs. SBH: 6.70 )
SBH' s 10-Year Net-margin (%) Range
Min: 1.77   Max: 7.21
Current: 6.7

1.77
7.21
ROA (%) 12.56
SBH's ROA (%) is ranked higher than
93% of the 1158 Companies
in the Global Specialty Retail industry.

( Industry Median: 4.22 vs. SBH: 12.56 )
SBH' s 10-Year ROA (%) Range
Min: 3.17   Max: 13.6
Current: 12.56

3.17
13.6
ROC (Joel Greenblatt) (%) 62.51
SBH's ROC (Joel Greenblatt) (%) is ranked higher than
93% of the 1157 Companies
in the Global Specialty Retail industry.

( Industry Median: 17.35 vs. SBH: 62.51 )
SBH' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 35.01   Max: 181.52
Current: 62.51

35.01
181.52
Revenue Growth (%) 9.10
SBH's Revenue Growth (%) is ranked higher than
81% of the 1017 Companies
in the Global Specialty Retail industry.

( Industry Median: 5.60 vs. SBH: 9.10 )
SBH' s 10-Year Revenue Growth (%) Range
Min: 0   Max: 9.1
Current: 9.1

0
9.1
EBITDA Growth (%) 16.40
SBH's EBITDA Growth (%) is ranked higher than
85% of the 843 Companies
in the Global Specialty Retail industry.

( Industry Median: 6.20 vs. SBH: 16.40 )
SBH' s 10-Year EBITDA Growth (%) Range
Min: 0   Max: 16.7
Current: 16.4

0
16.7
EPS Growth (%) 23.80
SBH's EPS Growth (%) is ranked higher than
89% of the 803 Companies
in the Global Specialty Retail industry.

( Industry Median: 7.20 vs. SBH: 23.80 )
SBH' s 10-Year EPS Growth (%) Range
Min: 0   Max: 48.1
Current: 23.8

0
48.1
» SBH's 10-Y Financials

Financials


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

» Details

Guru Trades

Q3 2013

SBH Guru Trades in Q3 2013

Joel Greenblatt 96,754 sh (New)
Steven Cohen 77,604 sh (+302.99%)
John Griffin 6,220,000 sh (+8.55%)
Mario Gabelli 1,207,670 sh (+1.34%)
Paul Tudor Jones Sold Out
Steve Mandel Sold Out
Alan Fournier 6,930,817 sh (-1.24%)
Ken Fisher 3,087,135 sh (-4.65%)
Jim Simons 466,500 sh (-19.54%)
John Keeley 777,677 sh (-47.52%)
Louis Moore Bacon 19,000 sh (-87.33%)
» More
Q4 2013

SBH Guru Trades in Q4 2013

Steven Cohen 1,308,044 sh (+1585.54%)
Joel Greenblatt 118,718 sh (+22.7%)
John Keeley 814,147 sh (+4.69%)
John Griffin 6,220,000 sh (unchged)
Louis Moore Bacon Sold Out
Ken Fisher 3,014,900 sh (-2.34%)
Mario Gabelli 1,159,070 sh (-4.02%)
Alan Fournier 4,700,217 sh (-32.18%)
Jim Simons 238,100 sh (-48.96%)
» More
Q1 2014

SBH Guru Trades in Q1 2014

Paul Tudor Jones 14,534 sh (New)
Joel Greenblatt 617,054 sh (+419.76%)
Steven Cohen 1,700,018 sh (+29.97%)
Alan Fournier 4,700,217 sh (unchged)
John Griffin 6,220,000 sh (unchged)
Mario Gabelli 1,145,070 sh (-1.21%)
Jim Simons 223,026 sh (-6.33%)
John Keeley 727,826 sh (-10.6%)
Ken Fisher 2,242,425 sh (-25.62%)
» More
Q2 2014

SBH Guru Trades in Q2 2014

Ray Dalio 14,678 sh (New)
Jim Simons 656,400 sh (+194.32%)
Joel Greenblatt 1,336,874 sh (+116.65%)
Paul Tudor Jones 23,223 sh (+59.78%)
Steven Cohen 10,200 sh (unchged)
Alan Fournier Sold Out
Mario Gabelli 1,140,537 sh (-0.4%)
John Keeley 690,016 sh (-5.19%)
John Griffin 5,390,000 sh (-13.34%)
Ken Fisher 1,443,155 sh (-35.64%)
» 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%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
John Griffin 2014-06-30 Reduce -13.34%0.25%$24.26 - $27.57 $ 27.898%5390000
Joel Greenblatt 2014-06-30 Add 116.65%0.23%$24.26 - $27.57 $ 27.898%1336874
Ray Dalio 2014-06-30 New Buy$24.26 - $27.57 $ 27.898%14678
Joel Greenblatt 2014-03-31 Add 419.76%0.2%$27.46 - $30.67 $ 27.89-2%617054
Joel Greenblatt 2013-12-31 Add 22.7%0.02%$25.49 - $30.12 $ 27.892%118718
Steve Mandel 2013-09-30 Sold Out 1.1%$25.5 - $31.55 $ 27.890%0
John Keeley 2013-09-30 Reduce -47.52%0.44%$25.5 - $31.55 $ 27.890%777677
John Griffin 2013-09-30 Add 8.55%0.15%$25.5 - $31.55 $ 27.890%6220000
Joel Greenblatt 2013-09-30 New Buy0.08%$25.5 - $31.55 $ 27.890%96754
Steve Mandel 2013-06-30 Add 21.39%0.19%$29.08 - $31.57 $ 27.89-8%7496661
Meridian Funds 2013-06-30 Add 14.85%0.16%$29.08 - $31.57 $ 27.89-8%1036300
Steve Mandel 2013-03-31 New Buy0.94%$23.57 - $29.7 $ 27.893%6175857
John Griffin 2013-03-31 Add 20.25%0.35%$23.57 - $29.7 $ 27.893%5730000
Joel Greenblatt 2013-03-31 Sold Out 0.01%$23.57 - $29.7 $ 27.893%0
John Griffin 2012-12-31 New Buy1.6%$22.76 - $26.09 $ 27.8914%4765000
Meridian Funds 2012-12-31 New Buy0.84%$22.76 - $26.09 $ 27.8914%902300
John Burbank 2012-12-31 Sold Out 0.15%$22.76 - $26.09 $ 27.8914%0
John Burbank 2012-09-30 New Buy0.15%$25.08 - $27.99 $ 27.895%128000
Joel Greenblatt 2012-09-30 New Buy0.02%$25.08 - $27.99 $ 27.895%11644
John Keeley 2012-06-30 Reduce -23.9%0.26%$24.87 - $27.99 $ 27.896%1599052
John Keeley 2012-03-31 Reduce -21.38%0.26%$19.98 - $25.59 $ 27.8931%2101244
John Keeley 2011-09-30 Reduce -24.34%0.28%$14.92 - $18.47 $ 27.8963%3082613
Joel Greenblatt 2011-09-30 Sold Out 0.0334%$14.92 - $18.47 $ 27.8963%0
George Soros 2011-06-30 Sold Out $13.41 - $17.43 $ 27.8980%0
Premium More recent guru trades are included for Premium Members only!!
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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

Top Ranked Articles about Sally Beauty Holdings Inc

Meridian Funds Comments on Sally Beauty Holdings
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. Read more...
Juicy Insider Sells
This week insider executives made some huge sells at Brunswick Corporation (BC), Sally Beauty Holdings Inc. (SBH) and Skechers USA Inc. (SKX), all companies held by billionaires. Here are the company updates and recent selling highlights. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 18.50
SBH's P/E(ttm) is ranked higher than
76% of the 1199 Companies
in the Global Specialty Retail industry.

( Industry Median: 22.80 vs. SBH: 18.50 )
SBH' s 10-Year P/E(ttm) Range
Min: 7.41   Max: 39.63
Current: 18.5

7.41
39.63
P/S 1.20
SBH's P/S is ranked higher than
59% of the 1199 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.82 vs. SBH: 1.20 )
SBH' s 10-Year P/S Range
Min: 0.22   Max: 1.6
Current: 1.2

0.22
1.6
PFCF 19.70
SBH's PFCF is ranked higher than
85% of the 1199 Companies
in the Global Specialty Retail industry.

( Industry Median: 148.64 vs. SBH: 19.70 )
SBH' s 10-Year PFCF Range
Min: 4.31   Max: 33.44
Current: 19.7

4.31
33.44
EV-to-EBIT 11.99
SBH's EV-to-EBIT is ranked higher than
79% of the 1199 Companies
in the Global Specialty Retail industry.

( Industry Median: 16.16 vs. SBH: 11.99 )
SBH' s 10-Year EV-to-EBIT Range
Min: 8.1   Max: 32.5
Current: 11.99

8.1
32.5
PEG 1.15
SBH's PEG is ranked higher than
89% of the 1199 Companies
in the Global Specialty Retail industry.

( Industry Median: 9999.00 vs. SBH: 1.15 )
SBH' s 10-Year PEG Range
Min: 0.46   Max: 1.8
Current: 1.15

0.46
1.8
Shiller P/E 25.00
SBH's Shiller P/E is ranked higher than
82% of the 1199 Companies
in the Global Specialty Retail industry.

( Industry Median: 45.86 vs. SBH: 25.00 )
SBH' s 10-Year Shiller P/E Range
Min: 21.66   Max: 40.29
Current: 25

21.66
40.29
Current Ratio 2.42
SBH's Current Ratio is ranked higher than
84% of the 785 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.61 vs. SBH: 2.42 )
SBH' s 10-Year Current Ratio Range
Min: 1.84   Max: 2.66
Current: 2.42

1.84
2.66
Quick Ratio 0.48
SBH's Quick Ratio is ranked higher than
54% of the 785 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.85 vs. SBH: 0.48 )
SBH' s 10-Year Quick Ratio Range
Min: 0.38   Max: 0.9
Current: 0.48

0.38
0.9

Valuation & Return

vs
industry
vs
history
Price/DCF (Projected) 1.80
SBH's Price/DCF (Projected) is ranked higher than
76% of the 1199 Companies
in the Global Specialty Retail industry.

( Industry Median: 2.47 vs. SBH: 1.80 )
SBH' s 10-Year Price/DCF (Projected) Range
Min: 1.66   Max: 3.11
Current: 1.8

1.66
3.11
Price/Median PS Value 1.60
SBH's Price/Median PS Value is ranked higher than
54% of the 1199 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.11 vs. SBH: 1.60 )
SBH' s 10-Year Price/Median PS Value Range
Min: 0.43   Max: 2.01
Current: 1.6

0.43
2.01
Price/Peter Lynch Fair Value 1.20
SBH's Price/Peter Lynch Fair Value is ranked higher than
91% of the 1199 Companies
in the Global Specialty Retail industry.

( Industry Median: 9999.00 vs. SBH: 1.20 )
SBH' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.6   Max: 1.68
Current: 1.2

0.6
1.68
Earnings Yield (Greenblatt) 8.30
SBH's Earnings Yield (Greenblatt) is ranked higher than
75% of the 1066 Companies
in the Global Specialty Retail industry.

( Industry Median: 6.90 vs. SBH: 8.30 )
SBH' s 10-Year Earnings Yield (Greenblatt) Range
Min: 3.1   Max: 12.3
Current: 8.3

3.1
12.3
Forward Rate of Return (Yacktman) 18.65
SBH's Forward Rate of Return (Yacktman) is ranked higher than
85% of the 891 Companies
in the Global Specialty Retail industry.

( Industry Median: 7.98 vs. SBH: 18.65 )
SBH' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 4.3   Max: 35.6
Current: 18.65

4.3
35.6

Business Description

Industry: Retail - Apparel & Specialty » Specialty Retail
Compare:TSCO, AMZN, EBAY, FIVE, AZO » details
Traded in other countries:S7V.Germany
Sally Beauty Holdings, Inc. began operations with a single store in New Orleans in 1964 and was acquired in 1969 by its former parent Company, Alberto-Culver. The Company along with its consolidated subsidiaries is the distributor of professional beauty supplies through its Sally Beauty Supply retail stores, in the U.S., Puerto Rico, Belgium, Canada, Chile, Mexico, the United Kingdom and certain other countries in Europe. Additionally, the Company distributes professional beauty products to salons and professional cosmetologists through its Beauty Systems Group ("BSG") store operations and a commissioned direct sales force. It operates mainly through two business units, Sally Beauty Supply and Beauty Systems Group, or BSG. Through Sally Beauty Supply and BSG (which operates stores under the CosmoProf service mark), the Company operated a multi-channel platform of approx 3874 stores and supplied 185 franchised stores in North America, South America and selected European countries. Within BSG, the Company has one of the networks of professional distributor sales consultants in North America, with approximately 1,051 professional distributor sales consultants who sell directly to salons and salon professionals. As of September 30, 2010, Sally Beauty Supply had 3,006 company-operated retail stores and supplied 26 franchised stores (all outside the U.S.), and BSG had 868 Company-operated stores and supplied 159 franchised stores. Sally Beauty provides its customers with different third-party branded and exclusive-label professional beauty supplies, including hair care products, styling appliances, skin and nail care products and other beauty items. Sally Beauty Supply stores target retail consumers and salon professionals, while BSG targets salons and salon professionals. The professional beauty supply industry serves end-users through four channels: full-service/exclusive distribution, open-line distribution, direct and mega-salon stores. Full-Service/Exclusive serves salons and salon professionals and distributes "professional-only" products for use and resale to consumers in salons. BSG is a full-service distributor in the U.S. Open-Line serves retail consumers and salon professionals through retail stores and the internet. Direct focuses on direct sales to salons and salon professionals by large manufacturers. Mega-Salon Stores are large-format salons are supplied directly by manufacturers due to its large scale. Sally Beauty Supply offers a broad range of private label and controlled label products. . Its suppliers include: Procter & Gamble, the Professional Products Division of L'Oreal USA S/D, Inc., or L'Oreal, Conair Corporation, Shiseido Cosmetic (America) Limited, and John Paul Mitchell Systems. The Company experiences competition from domestic and international businesses often with more resources, including mass merchandisers, drug stores, supermarkets and other chains offering similar or substitute beauty products at comp
» More Articles for SBH

Headlines

Articles On GuruFocus.com
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 
Three Companies Gain in Bargain Portfolio Sep 26 2013 
WEEKLY CFO SELLS HIGHLIGHT: AMP, SBH, BLOX, ZIP, CAM Mar 17 2013 
Weekly CFO Sells Highlight: SWN, SAAS, NFX, SBH, AFL Oct 01 2012 

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SALLY BEAUTY HOLDINGS, INC. Financials Aug 08 2014
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Sally Beauty Holdings, Inc. Announces Results for the Fiscal 2014 Third Quarter Jul 31 2014
Q3 2014 Sally Beauty Holdings Earnings Release - Before Market Open Jul 31 2014
Will Sally Beauty (SBH) Surprise Q3 Earnings This Season? Jul 30 2014
Sally Beauty Holdings, Inc. Announces Conference Call to Review Fiscal 2014 Third Quarter Financial... Jul 22 2014
Eyebrow Trend Plucks Bold Sales Amid Weak Makeup Gain Jul 03 2014
Morgan Stanley Initiates Coverage On Sally Beauty Holdings Jun 24 2014
Sally Beauty Holdings, Inc. to Offer Credit Monitoring to Affected Customers Mar 28 2014
Sally Beauty Holdings, Inc. Data Security Intrusion Update Mar 17 2014
Sally Beauty Holdings Statement Mar 05 2014
Sally Beauty Holdings, Inc. Announces Fiscal 2014 First Quarter Results Feb 06 2014
Ahead of the Bell: Analyst upgrades Sally Beauty Jan 28 2014
Sally Beauty Holdings, Inc. Reports Fourth Quarter and Full Year Results Nov 14 2013
Sally Beauty Holdings, Inc. Announces Conference Call to Review Fourth Quarter and Fiscal Year 2013... Nov 01 2013

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