Sally Beauty Holdings, Inc. (SBH)
Company Info
| ISIN | US79546E1047 |
|---|---|
| CUSIP | 79546E104 |
| Sector | Consumer Cyclical |
| Industry | Specialty Retail |
| IPO Date | Nov 17, 2006 |
Highlights
| Market Cap | $1.31B |
|---|---|
| EPS (TTM) | $1.37 |
| PE Ratio | 9.32 |
| PEG Ratio | 1.63 |
| Total Revenue (TTM) | $2.78B |
| Gross Profit (TTM) | $1.36B |
| EBITDA (TTM) | $283.86M |
| Year Range | $8.59 - $13.96 |
| Target Price | $11.40 |
| Short % | 22.06% |
| Short Ratio | 10.54 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: SBH vs. ULTA, SBH vs. SPY, SBH vs. IYW, SBH vs. BBWI
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Sally Beauty Holdings, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Sally Beauty Holdings, Inc. had a return of 3.77% year-to-date (YTD) and 51.26% in the last 12 months. Over the past 10 years, Sally Beauty Holdings, Inc. had an annualized return of -7.42%, while the S&P 500 had an annualized return of 11.31%, indicating that Sally Beauty Holdings, Inc. did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 3.77% | 24.72% |
| 1 month | 8.25% | 2.30% |
| 6 months | 22.16% | 12.31% |
| 1 year | 51.26% | 32.12% |
| 5 years (annualized) | -6.21% | 13.81% |
| 10 years (annualized) | -7.42% | 11.31% |
Monthly Returns
The table below presents the monthly returns of SBH, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -7.23% | 2.52% | -1.66% | -12.64% | 12.26% | -11.90% | 6.71% | 13.97% | 3.98% | -4.20% | 3.77% | ||
| 2023 | 24.44% | 3.27% | -3.17% | -8.66% | -20.87% | 9.68% | -3.08% | -15.12% | -17.52% | 1.43% | 13.76% | 37.33% | 6.07% |
| 2022 | -6.99% | 0.64% | -9.55% | -3.26% | 0.26% | -21.37% | 7.21% | 16.43% | -15.32% | 0.87% | -7.47% | 6.46% | -32.18% |
| 2021 | 15.80% | 6.62% | 25.03% | -0.30% | 8.67% | 1.19% | -14.27% | -1.74% | -9.36% | -9.44% | 28.37% | -5.77% | 41.56% |
| 2020 | -15.89% | -18.96% | -35.05% | 20.17% | 34.29% | -3.91% | -7.34% | -3.88% | -22.13% | -3.68% | 37.40% | 13.39% | -28.55% |
| 2019 | 1.00% | 4.94% | 1.88% | -3.86% | -14.24% | -12.12% | 3.00% | -10.99% | 21.75% | 4.10% | 18.90% | -0.98% | 7.04% |
| 2018 | -11.46% | 1.38% | -2.32% | 5.11% | -12.43% | 5.88% | 2.87% | -6.61% | 19.42% | -3.15% | 18.53% | -19.23% | -9.12% |
| 2017 | -9.92% | -8.11% | -6.54% | -6.95% | -5.26% | 12.38% | -0.10% | -8.11% | 5.33% | -11.59% | -1.50% | 10.03% | -28.99% |
| 2016 | -1.18% | 14.59% | 2.53% | -3.03% | -8.54% | 2.40% | -0.27% | -7.19% | -5.66% | 1.01% | 0.96% | 0.88% | -5.27% |
| 2015 | 1.11% | 7.85% | 2.54% | -9.19% | -0.00% | 1.19% | -5.67% | -12.25% | -9.14% | -1.01% | 10.00% | 7.85% | -9.27% |
| 2014 | -6.12% | 1.13% | -4.53% | 0.04% | -6.53% | -2.11% | 3.47% | 7.44% | -1.83% | 7.09% | 7.98% | -2.88% | 1.69% |
| 2013 | 12.60% | 4.52% | 5.91% | 2.31% | 1.83% | 1.60% | -1.90% | -14.36% | 0.11% | 0.61% | 6.91% | 7.43% | 28.26% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SBH is 71, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Sally Beauty Holdings, Inc. (SBH) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Sally Beauty Holdings, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Sally Beauty Holdings, Inc. was 80.53%, occurring on Apr 3, 2020. The portfolio has not yet recovered.
The current Sally Beauty Holdings, Inc. drawdown is 60.49%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -80.53% | Mar 24, 2015 | 1268 | Apr 3, 2020 | — | — | — |
| -74.79% | Dec 19, 2007 | 234 | Nov 20, 2008 | 459 | Sep 20, 2010 | 693 |
| -24.95% | Dec 13, 2006 | 160 | Aug 3, 2007 | 88 | Dec 7, 2007 | 248 |
| -23.54% | Jun 28, 2013 | 265 | Jul 17, 2014 | 94 | Nov 28, 2014 | 359 |
| -19.22% | Jul 8, 2011 | 31 | Aug 19, 2011 | 44 | Oct 21, 2011 | 75 |
Volatility
Volatility Chart
The current Sally Beauty Holdings, Inc. volatility is 14.30%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Sally Beauty Holdings, Inc. compared to its peers in the Specialty Retail industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for SBH in comparison to other companies of the Specialty Retail industry. Currently, SBH has a PE value of 9.3. This PE value is considered to be low compared to the rest of the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for SBH in comparison to other companies of the Specialty Retail industry. Currently, SBH has a PEG value of 1.6. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Sally Beauty Holdings, Inc..
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Income Statement
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