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Sally Beauty Holdings, Inc. (SBH)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US79546E1047

CUSIP

79546E104

Sector

Consumer Cyclical

IPO Date

Nov 17, 2006

Highlights

Market Cap

$825.83M

EPS (TTM)

$1.66

PE Ratio

4.88

PEG Ratio

1.63

Total Revenue (TTM)

$2.82B

Gross Profit (TTM)

$1.44B

EBITDA (TTM)

$309.08M

Year Range

$7.54 - $14.79

Target Price

$13.20

Short %

27.50%

Short Ratio

6.64

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
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.


0.00%50.00%100.00%150.00%200.00%250.00%300.00%350.00%NovemberDecember2025FebruaryMarchApril
3.05%
277.01%
SBH (Sally Beauty Holdings, Inc.)
Benchmark (^GSPC)

Returns By Period

Sally Beauty Holdings, Inc. had a return of -22.49% year-to-date (YTD) and -21.44% in the last 12 months. Over the past 10 years, Sally Beauty Holdings, Inc. had an annualized return of -12.93%, while the S&P 500 had an annualized return of 9.68%, indicating that Sally Beauty Holdings, Inc. did not perform as well as the benchmark.


SBH

YTD

-22.49%

1M

-7.43%

6M

-37.50%

1Y

-21.44%

5Y*

1.02%

10Y*

-12.93%

^GSPC (Benchmark)

YTD

-10.18%

1M

-5.91%

6M

-9.57%

1Y

5.19%

5Y*

12.98%

10Y*

9.68%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.02%-17.02%0.11%-10.30%-22.49%
2024-7.23%2.52%-1.66%-12.64%12.26%-11.90%6.71%13.97%3.98%-4.20%7.15%-24.98%-21.31%
202324.44%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%
202115.80%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%
20191.00%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%
20151.11%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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SBH is 31, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SBH is 3131
Overall Rank
The Sharpe Ratio Rank of SBH is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of SBH is 2929
Sortino Ratio Rank
The Omega Ratio Rank of SBH is 3131
Omega Ratio Rank
The Calmar Ratio Rank of SBH is 3737
Calmar Ratio Rank
The Martin Ratio Rank of SBH is 2828
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for SBH, currently valued at -0.45, compared to the broader market-2.00-1.000.001.002.003.00
SBH: -0.45
^GSPC: 0.24
The chart of Sortino ratio for SBH, currently valued at -0.41, compared to the broader market-6.00-4.00-2.000.002.004.00
SBH: -0.41
^GSPC: 0.47
The chart of Omega ratio for SBH, currently valued at 0.96, compared to the broader market0.501.001.502.00
SBH: 0.96
^GSPC: 1.07
The chart of Calmar ratio for SBH, currently valued at -0.28, compared to the broader market0.001.002.003.004.00
SBH: -0.28
^GSPC: 0.24
The chart of Martin ratio for SBH, currently valued at -1.10, compared to the broader market-5.000.005.0010.0015.0020.00
SBH: -1.10
^GSPC: 1.08

The current Sally Beauty Holdings, Inc. Sharpe ratio is -0.45. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Sally Beauty Holdings, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.45
0.24
SBH (Sally Beauty Holdings, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Sally Beauty Holdings, Inc. doesn't pay dividends

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.


-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-76.78%
-14.02%
SBH (Sally Beauty Holdings, Inc.)
Benchmark (^GSPC)

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 76.78%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-80.53%Mar 24, 20151268Apr 3, 2020
-74.79%Dec 19, 2007234Nov 20, 2008459Sep 20, 2010693
-24.95%Dec 13, 2006160Aug 3, 200788Dec 7, 2007248
-23.54%Jun 28, 2013265Jul 17, 201494Nov 28, 2014359
-19.22%Jul 8, 201131Aug 19, 201144Oct 21, 201175

Volatility

Volatility Chart

The current Sally Beauty Holdings, Inc. volatility is 17.61%, 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.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
17.61%
13.60%
SBH (Sally Beauty Holdings, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Sally Beauty Holdings, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Sally Beauty Holdings, Inc. is priced in the market compared to other companies in the Specialty Retail industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
SBH: 4.9
The chart displays the Price-to-Earnings (P/E) ratio for SBH, comparing it with other companies in the Specialty Retail industry. Currently, SBH has a P/E ratio of 4.9. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
1.02.03.04.05.06.0
SBH: 1.6
The chart shows the Price/Earnings to Growth (PEG) ratio for SBH compared to other companies in the Specialty Retail industry. SBH currently has a PEG ratio of 1.6. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
2.04.06.08.010.0
SBH: 0.2
This chart shows the Price-to-Sales (P/S) ratio for SBH relative to other companies in the Specialty Retail industry. Currently, SBH has a P/S ratio of 0.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
SBH: 1.2
The chart illustrates the Price-to-Book (P/B) ratio for SBH in comparison with other companies in the Specialty Retail industry. Currently, SBH has a P/B value of 1.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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