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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 0.14
SBH's Cash to Debt is ranked lower than
84% of the 893 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.91 vs. SBH: 0.14 )
Ranked among companies with meaningful Cash to Debt only.
SBH' s 10-Year Cash to Debt Range
Min: 0.02  Med: 0.04 Max: N/A
Current: 0.14
Equity to Asset -0.12
SBH's Equity to Asset is ranked lower than
99% of the 838 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.47 vs. SBH: -0.12 )
Ranked among companies with meaningful Equity to Asset only.
SBH' s 10-Year Equity to Asset Range
Min: -0.64  Med: -0.19 Max: 0.75
Current: -0.12
-0.64
0.75
Interest Coverage 4.36
SBH's Interest Coverage is ranked lower than
84% of the 572 Companies
in the Global Specialty Retail industry.

( Industry Median: 42.92 vs. SBH: 4.36 )
Ranked among companies with meaningful Interest Coverage only.
SBH' s 10-Year Interest Coverage Range
Min: 1.57  Med: 4.36 Max: 9999.99
Current: 4.36
1.57
9999.99
F-Score: 7
Z-Score: 4.12
M-Score: -2.79
WACC vs ROIC
8.88%
23.59%
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 : 8/10

vs
industry
vs
history
Operating margin (%) 13.34
SBH's Operating margin (%) is ranked higher than
87% of the 891 Companies
in the Global Specialty Retail industry.

( Industry Median: 3.69 vs. SBH: 13.34 )
Ranked among companies with meaningful Operating margin (%) only.
SBH' s 10-Year Operating margin (%) Range
Min: 7.59  Med: 10.97 Max: 14.37
Current: 13.34
7.59
14.37
Net-margin (%) 6.48
SBH's Net-margin (%) is ranked higher than
77% of the 891 Companies
in the Global Specialty Retail industry.

( Industry Median: 2.40 vs. SBH: 6.48 )
Ranked among companies with meaningful Net-margin (%) only.
SBH' s 10-Year Net-margin (%) Range
Min: 1.77  Med: 5.52 Max: 7.21
Current: 6.48
1.77
7.21
ROA (%) 11.88
SBH's ROA (%) is ranked higher than
87% of the 900 Companies
in the Global Specialty Retail industry.

( Industry Median: 3.19 vs. SBH: 11.88 )
Ranked among companies with meaningful ROA (%) only.
SBH' s 10-Year ROA (%) Range
Min: 3.24  Med: 10.35 Max: 13.08
Current: 11.88
3.24
13.08
ROC (Joel Greenblatt) (%) 65.13
SBH's ROC (Joel Greenblatt) (%) is ranked higher than
87% of the 895 Companies
in the Global Specialty Retail industry.

( Industry Median: 13.75 vs. SBH: 65.13 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
SBH' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 35.27  Med: 65.69 Max: 194.15
Current: 65.13
35.27
194.15
Revenue Growth (3Y)(%) 9.70
SBH's Revenue Growth (3Y)(%) is ranked higher than
74% of the 727 Companies
in the Global Specialty Retail industry.

( Industry Median: 3.00 vs. SBH: 9.70 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
SBH' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0  Med: 4.60 Max: 9.7
Current: 9.7
0
9.7
EBITDA Growth (3Y)(%) 10.00
SBH's EBITDA Growth (3Y)(%) is ranked higher than
69% of the 605 Companies
in the Global Specialty Retail industry.

( Industry Median: 2.20 vs. SBH: 10.00 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
SBH' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0  Med: 11.70 Max: 16.7
Current: 10
0
16.7
EPS Growth (3Y)(%) 9.80
SBH's EPS Growth (3Y)(%) is ranked higher than
68% of the 550 Companies
in the Global Specialty Retail industry.

( Industry Median: -0.30 vs. SBH: 9.80 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
SBH' s 10-Year EPS Growth (3Y)(%) Range
Min: 0  Med: 9.80 Max: 48.1
Current: 9.8
0
48.1
» SBH's 10-Y Financials

Financials


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

» Details

Guru Trades

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 (-0.40%)
John Keeley 690,016 sh (-5.19%)
John Griffin 5,390,000 sh (-13.34%)
Ken Fisher 1,443,155 sh (-35.64%)
» More
Q3 2014

SBH Guru Trades in Q3 2014

Steven Cohen 158,900 sh (+1457.84%)
Ken Fisher Sold Out
John Griffin Sold Out
Paul Tudor Jones Sold Out
Ray Dalio Sold Out
Mario Gabelli 1,135,187 sh (-0.47%)
John Keeley 682,601 sh (-1.07%)
Jim Simons 592,400 sh (-9.75%)
Joel Greenblatt 1,204,619 sh (-9.89%)
» More
Q4 2014

SBH Guru Trades in Q4 2014

Paul Tudor Jones 11,063 sh (New)
Steven Cohen 250,000 sh (+57.33%)
Joel Greenblatt 1,743,100 sh (+44.70%)
Jim Simons 686,100 sh (+15.82%)
Mario Gabelli 1,106,712 sh (-2.51%)
John Keeley 641,341 sh (-6.04%)
» More
Q1 2015

SBH Guru Trades in Q1 2015

Caxton Associates 120,000 sh (New)
Pioneer Investments 755,946 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
» 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

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...

Ratios

vs
industry
vs
history
P/E(ttm) 19.70
SBH's P/E(ttm) is ranked higher than
56% of the 688 Companies
in the Global Specialty Retail industry.

( Industry Median: 22.40 vs. SBH: 19.70 )
Ranked among companies with meaningful P/E(ttm) only.
SBH' s 10-Year P/E(ttm) Range
Min: 7.41  Med: 18.39 Max: 39.63
Current: 19.7
7.41
39.63
Forward P/E 16.78
SBH's Forward P/E is ranked lower than
57% of the 415 Companies
in the Global Specialty Retail industry.

( Industry Median: 16.00 vs. SBH: 16.78 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 19.80
SBH's PE(NRI) is ranked higher than
56% of the 661 Companies
in the Global Specialty Retail industry.

( Industry Median: 22.10 vs. SBH: 19.80 )
Ranked among companies with meaningful PE(NRI) only.
SBH' s 10-Year PE(NRI) Range
Min: 7.37  Med: 18.45 Max: 40.13
Current: 19.8
7.37
40.13
P/S 1.29
SBH's P/S is ranked lower than
68% of the 963 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.79 vs. SBH: 1.29 )
Ranked among companies with meaningful P/S only.
SBH' s 10-Year P/S Range
Min: 0.22  Med: 0.87 Max: 1.6
Current: 1.29
0.22
1.6
PFCF 19.63
SBH's PFCF is ranked higher than
52% of the 497 Companies
in the Global Specialty Retail industry.

( Industry Median: 20.66 vs. SBH: 19.63 )
Ranked among companies with meaningful PFCF only.
SBH' s 10-Year PFCF Range
Min: 4.31  Med: 18.55 Max: 36.93
Current: 19.63
4.31
36.93
POCF 14.65
SBH's POCF is ranked lower than
55% of the 656 Companies
in the Global Specialty Retail industry.

( Industry Median: 13.43 vs. SBH: 14.65 )
Ranked among companies with meaningful POCF only.
SBH' s 10-Year POCF Range
Min: 3.57  Med: 13.01 Max: 31.16
Current: 14.65
3.57
31.16
EV-to-EBIT 12.62
SBH's EV-to-EBIT is ranked higher than
60% of the 711 Companies
in the Global Specialty Retail industry.

( Industry Median: 15.26 vs. SBH: 12.62 )
Ranked among companies with meaningful EV-to-EBIT only.
SBH' s 10-Year EV-to-EBIT Range
Min: 8.1  Med: 11.80 Max: 32.5
Current: 12.62
8.1
32.5
PEG 1.38
SBH's PEG is ranked higher than
64% of the 316 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.96 vs. SBH: 1.38 )
Ranked among companies with meaningful PEG only.
SBH' s 10-Year PEG Range
Min: 0.38  Med: 1.31 Max: 1.8
Current: 1.38
0.38
1.8
Shiller P/E 24.71
SBH's Shiller P/E is ranked lower than
56% of the 473 Companies
in the Global Specialty Retail industry.

( Industry Median: 23.15 vs. SBH: 24.71 )
Ranked among companies with meaningful Shiller P/E only.
SBH' s 10-Year Shiller P/E Range
Min: 21.66  Med: 28.38 Max: 40.29
Current: 24.71
21.66
40.29
Current Ratio 2.62
SBH's Current Ratio is ranked higher than
77% of the 845 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.55 vs. SBH: 2.62 )
Ranked among companies with meaningful Current Ratio only.
SBH' s 10-Year Current Ratio Range
Min: 1.84  Med: 2.13 Max: 2.75
Current: 2.62
1.84
2.75
Quick Ratio 0.85
SBH's Quick Ratio is ranked higher than
50% of the 845 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.85 vs. SBH: 0.85 )
Ranked among companies with meaningful Quick Ratio only.
SBH' s 10-Year Quick Ratio Range
Min: 0.38  Med: 0.47 Max: 0.9
Current: 0.85
0.38
0.9
Days Inventory 159.04
SBH's Days Inventory is ranked lower than
80% of the 855 Companies
in the Global Specialty Retail industry.

( Industry Median: 83.58 vs. SBH: 159.04 )
Ranked among companies with meaningful Days Inventory only.
SBH' s 10-Year Days Inventory Range
Min: 76.94  Med: 150.74 Max: 157.77
Current: 159.04
76.94
157.77
Days Sales Outstanding 7.82
SBH's Days Sales Outstanding is ranked higher than
60% of the 725 Companies
in the Global Specialty Retail industry.

( Industry Median: 12.58 vs. SBH: 7.82 )
Ranked among companies with meaningful Days Sales Outstanding only.
SBH' s 10-Year Days Sales Outstanding Range
Min: 6.04  Med: 6.92 Max: 10.58
Current: 7.82
6.04
10.58

Valuation & Return

vs
industry
vs
history
Price/Projected FCF 1.83
SBH's Price/Projected FCF is ranked lower than
67% of the 490 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.26 vs. SBH: 1.83 )
Ranked among companies with meaningful Price/Projected FCF only.
SBH' s 10-Year Price/Projected FCF Range
Min: 1.65  Med: 2.30 Max: 3.68
Current: 1.83
1.65
3.68
Price/Median PS Value 1.49
SBH's Price/Median PS Value is ranked lower than
75% of the 865 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.11 vs. SBH: 1.49 )
Ranked among companies with meaningful Price/Median PS Value only.
SBH' s 10-Year Price/Median PS Value Range
Min: 0.39  Med: 1.01 Max: 1.8
Current: 1.49
0.39
1.8
Price/Peter Lynch Fair Value 1.55
SBH's Price/Peter Lynch Fair Value is ranked higher than
50% of the 195 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.54 vs. SBH: 1.55 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
SBH' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.6  Med: 1.27 Max: 1.74
Current: 1.55
0.6
1.74
Earnings Yield (Greenblatt) (%) 7.90
SBH's Earnings Yield (Greenblatt) (%) is ranked higher than
69% of the 879 Companies
in the Global Specialty Retail industry.

( Industry Median: 5.20 vs. SBH: 7.90 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
SBH' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 3.1  Med: 8.50 Max: 12.3
Current: 7.9
3.1
12.3
Forward Rate of Return (Yacktman) (%) 17.05
SBH's Forward Rate of Return (Yacktman) (%) is ranked higher than
77% of the 498 Companies
in the Global Specialty Retail industry.

( Industry Median: 5.91 vs. SBH: 17.05 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
SBH' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: 5.2  Med: 18.50 Max: 41.9
Current: 17.05
5.2
41.9

Analyst Estimate

Sep15 Sep16 Sep17 Sep18
Revenue(Mil) 3,852 4,048 4,291 4,514
EPS($) 1.64 1.83 2.05 2.40
EPS without NRI($) 1.64 1.83 2.05 2.40

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 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 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 
Three Companies Gain in Bargain Portfolio Sep 26 2013 

More From Other Websites
Sally Beauty says hackers used malware in data breach May 29 2015
Sally Beauty Says Malware Used at Point-of-Sale Systems May 28 2015
Sally Beauty says some payment cards "at risk" in security breach May 28 2015
SALLY BEAUTY HOLDINGS, INC. Files SEC form 8-K, Other Events, Financial Statements and Exhibits May 28 2015
Sally Beauty Provides Update On Recent Security Investigation May 28 2015
Kohl's and Avon are big market movers May 14 2015
Sally Beauty Hit By Data Breach For The Second Time In Just Over A Year May 14 2015
Sally Beauty confirms data breach May 14 2015
Sally Beauty Confirms New Data Breach After '14 Hack May 14 2015
Sally Beauty confirms second data breach May 14 2015
Sally Beauty Confirms Data Breach May 14 2015
Sally Beauty confirms payment card data breach May 14 2015
Sally Beauty confirms illegal activity in payment card systems May 14 2015
Sally Beauty confirms second data breach May 14 2015
Sally Provides Update on Payment Card Investigation May 14 2015
SALLY BEAUTY HOLDINGS, INC. Files SEC form 8-K, Other Events, Financial Statements and Exhibits May 14 2015
Ulta Beauty Tries To Find Support At Key Level May 13 2015
Sally Beauty Is Cheap With A Catalyst; Raymond James Upgrades May 11 2015
Sally Beauty upgraded by Raymond James May 11 2015
10-Q for Sally Beauty Holdings, Inc. May 07 2015

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