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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 0.11
SBH's Cash to Debt is ranked lower than
53% of the 1450 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.97 vs. SBH: 0.11 )
SBH' s 10-Year Cash to Debt Range
Min: 0.02   Max: No Debt
Current: 0.11

Equity to Asset -0.12
SBH's Equity to Asset is ranked lower than
59% of the 1406 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.46 vs. SBH: -0.12 )
SBH' s 10-Year Equity to Asset Range
Min: -0.64   Max: 0.75
Current: -0.12

-0.64
0.75
Interest Coverage 4.36
SBH's Interest Coverage is ranked higher than
51% of the 958 Companies
in the Global Specialty Retail industry.

( Industry Median: 31.39 vs. SBH: 4.36 )
SBH' s 10-Year Interest Coverage Range
Min: 1.57   Max: 9999.99
Current: 4.36

1.57
9999.99
F-Score: 7
Z-Score: 4.18
M-Score: -2.07
WACC vs ROIC
7.01%
23.15%
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 (%) 13.27
SBH's Operating margin (%) is ranked higher than
93% of the 1452 Companies
in the Global Specialty Retail industry.

( Industry Median: 4.73 vs. SBH: 13.27 )
SBH' s 10-Year Operating margin (%) Range
Min: 7.59   Max: 14.37
Current: 13.27

7.59
14.37
Net-margin (%) 6.43
SBH's Net-margin (%) is ranked higher than
86% of the 1452 Companies
in the Global Specialty Retail industry.

( Industry Median: 3.14 vs. SBH: 6.43 )
SBH' s 10-Year Net-margin (%) Range
Min: 1.77   Max: 7.21
Current: 6.43

1.77
7.21
ROA (%) 11.82
SBH's ROA (%) is ranked higher than
93% of the 1456 Companies
in the Global Specialty Retail industry.

( Industry Median: 4.01 vs. SBH: 11.82 )
SBH' s 10-Year ROA (%) Range
Min: 3.24   Max: 13.08
Current: 11.82

3.24
13.08
ROC (Joel Greenblatt) (%) 64.39
SBH's ROC (Joel Greenblatt) (%) is ranked higher than
93% of the 1452 Companies
in the Global Specialty Retail industry.

( Industry Median: 16.48 vs. SBH: 64.39 )
SBH' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 35.27   Max: 194.15
Current: 64.39

35.27
194.15
Revenue Growth (3Y)(%) 9.70
SBH's Revenue Growth (3Y)(%) is ranked higher than
84% of the 1187 Companies
in the Global Specialty Retail industry.

( Industry Median: 5.30 vs. SBH: 9.70 )
SBH' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0   Max: 9.7
Current: 9.7

0
9.7
EBITDA Growth (3Y)(%) 10.00
SBH's EBITDA Growth (3Y)(%) is ranked higher than
80% of the 1018 Companies
in the Global Specialty Retail industry.

( Industry Median: 4.90 vs. SBH: 10.00 )
SBH' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0   Max: 16.7
Current: 10

0
16.7
EPS Growth (3Y)(%) 9.80
SBH's EPS Growth (3Y)(%) is ranked higher than
80% of the 931 Companies
in the Global Specialty Retail industry.

( Industry Median: 5.30 vs. SBH: 9.80 )
SBH' s 10-Year EPS Growth (3Y)(%) Range
Min: 0   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

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 (-10.60%)
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 (-0.40%)
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%)
Ray Dalio Sold Out
John Griffin Sold Out
Paul Tudor Jones Sold Out
Ken Fisher 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
» 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) 21.50
SBH's P/E(ttm) is ranked higher than
77% of the 1605 Companies
in the Global Specialty Retail industry.

( Industry Median: 30.40 vs. SBH: 21.50 )
SBH' s 10-Year P/E(ttm) Range
Min: 7.41   Max: 39.63
Current: 21.5

7.41
39.63
Forward P/E 17.51
SBH's Forward P/E is ranked higher than
77% of the 1605 Companies
in the Global Specialty Retail industry.

( Industry Median: 37.59 vs. SBH: 17.51 )
N/A
PE(NRI) 21.40
SBH's PE(NRI) is ranked higher than
80% of the 1605 Companies
in the Global Specialty Retail industry.

( Industry Median: 30.40 vs. SBH: 21.40 )
SBH' s 10-Year PE(NRI) Range
Min: 7.37   Max: 40.13
Current: 21.4

7.37
40.13
P/S 1.40
SBH's P/S is ranked lower than
55% of the 1605 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.95 vs. SBH: 1.40 )
SBH' s 10-Year P/S Range
Min: 0.22   Max: 1.6
Current: 1.4

0.22
1.6
PFCF 22.70
SBH's PFCF is ranked higher than
76% of the 1605 Companies
in the Global Specialty Retail industry.

( Industry Median: 92.27 vs. SBH: 22.70 )
SBH' s 10-Year PFCF Range
Min: 4.31   Max: 33.44
Current: 22.7

4.31
33.44
POCF 16.62
SBH's POCF is ranked higher than
73% of the 1605 Companies
in the Global Specialty Retail industry.

( Industry Median: 18.59 vs. SBH: 16.62 )
SBH' s 10-Year POCF Range
Min: 3.57   Max: 19.23
Current: 16.62

3.57
19.23
EV-to-EBIT 13.42
SBH's EV-to-EBIT is ranked higher than
82% of the 1605 Companies
in the Global Specialty Retail industry.

( Industry Median: 21.26 vs. SBH: 13.42 )
SBH' s 10-Year EV-to-EBIT Range
Min: 8.1   Max: 32.5
Current: 13.42

8.1
32.5
PEG 1.49
SBH's PEG is ranked higher than
91% of the 1605 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.00 vs. SBH: 1.49 )
SBH' s 10-Year PEG Range
Min: 0.38   Max: 1.8
Current: 1.49

0.38
1.8
Shiller P/E 27.30
SBH's Shiller P/E is ranked higher than
81% of the 1605 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.00 vs. SBH: 27.30 )
SBH' s 10-Year Shiller P/E Range
Min: 21.66   Max: 40.29
Current: 27.3

21.66
40.29
Current Ratio 2.75
SBH's Current Ratio is ranked higher than
89% of the 1414 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.58 vs. SBH: 2.75 )
SBH' s 10-Year Current Ratio Range
Min: 1.84   Max: 2.75
Current: 2.75

1.84
2.75
Quick Ratio 0.80
SBH's Quick Ratio is ranked higher than
67% of the 1414 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.88 vs. SBH: 0.80 )
SBH' s 10-Year Quick Ratio Range
Min: 0.38   Max: 0.9
Current: 0.8

0.38
0.9
Days Inventory 158.72
SBH's Days Inventory is ranked higher than
59% of the 1605 Companies
in the Global Specialty Retail industry.

( Industry Median: 103.76 vs. SBH: 158.72 )
SBH' s 10-Year Days Inventory Range
Min: 76.94   Max: 157.77
Current: 158.72

76.94
157.77
Days Sales Outstanding 8.47
SBH's Days Sales Outstanding is ranked higher than
81% of the 1605 Companies
in the Global Specialty Retail industry.

( Industry Median: 27.09 vs. SBH: 8.47 )
SBH' s 10-Year Days Sales Outstanding Range
Min: 6.04   Max: 10.58
Current: 8.47

6.04
10.58

Valuation & Return

vs
industry
vs
history
Price/DCF (Projected) 1.90
SBH's Price/DCF (Projected) is ranked higher than
77% of the 1605 Companies
in the Global Specialty Retail industry.

( Industry Median: 8.50 vs. SBH: 1.90 )
SBH' s 10-Year Price/DCF (Projected) Range
Min: 1.65   Max: 3.11
Current: 1.9

1.65
3.11
Price/Median PS Value 1.60
SBH's Price/Median PS Value is ranked higher than
56% of the 1605 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.20 vs. SBH: 1.60 )
SBH' s 10-Year Price/Median PS Value Range
Min: 0.39   Max: 1.83
Current: 1.6

0.39
1.83
Price/Peter Lynch Fair Value 1.60
SBH's Price/Peter Lynch Fair Value is ranked higher than
92% of the 1605 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.00 vs. SBH: 1.60 )
SBH' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.6   Max: 1.68
Current: 1.6

0.6
1.68
Earnings Yield (Greenblatt) 7.50
SBH's Earnings Yield (Greenblatt) is ranked higher than
76% of the 1435 Companies
in the Global Specialty Retail industry.

( Industry Median: 5.60 vs. SBH: 7.50 )
SBH' s 10-Year Earnings Yield (Greenblatt) Range
Min: 3.1   Max: 12.3
Current: 7.5

3.1
12.3
Forward Rate of Return (Yacktman) 17.68
SBH's Forward Rate of Return (Yacktman) is ranked higher than
87% of the 846 Companies
in the Global Specialty Retail industry.

( Industry Median: 8.43 vs. SBH: 17.68 )
SBH' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 5.2   Max: 43
Current: 17.68

5.2
43

Analyst Estimate

Sep15 Sep16 Sep17
Revenue(Mil) 3,866 4,058 4,279
EPS($) 1.68 1.88 2.10
EPS without NRI($) 1.68 1.88 2.10

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

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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 

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