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Upturn AI Summary - About
Sally Beauty Holdings Inc(SBH)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SBH
10/30/2026: SBH (3-star) is a STRONG-BUY. BUY for 89 days. Simulated Profits (25.52%). Updated daily EoD!
Sally Beauty Holdings Inc is a specialty retailer and distributor operating in the resilient professional beauty space. The company serves both retail consumers and salon professionals through its Sally Beauty and Beauty Systems Group segments. Its main strength lies in a unique 'pro-sumer' niche and a vast portfolio of exclusive brands, though it faces ongoing challenges from increased competition and an aging store base. Key opportunities include accelerating digital growth and enhancing customer loyalty, balanced against risks like economic cyclicality and aggressive mass-market rivals. The stock may suit value-oriented investors who prioritize steady operations, though the lack of dividends and need for store-fleet modernization remain key developments to monitor.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers moderate growth potential through digital transformation rather than explosive market share gains. |
| Momentum investor | Weak fit | The stock lacks consistent long-term upward momentum, often trading within a range based on consumer discretionary trends. |
| Value investor | Strong fit | The stock often trades at a modest price-to-earnings multiple, potentially appealing to those seeking undervalued retail assets. |
| Dividend investor | Weak fit | The company does not pay a dividend, making it unsuitable for income-focused portfolios. |
| Low-risk investor | Mixed fit | While established, the retail industry is sensitive to economic cycles, introducing inherent volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Consumer retail stocks often react sharply to changes in macroeconomic sentiment and consumer confidence. |
| Valuation risk | Low | The company often trades at conservative multiples, limiting the downside risk associated with overvaluation. |
| Competition risk (Omnichannel retail) | High | Broad-based competitors like Ulta and Amazon place constant pressure on pricing and customer loyalty. |
| Business quality | Medium | The business has a durable niche in professional beauty but faces challenges in scaling digital operations. |
| Dividend income | Low / none | The lack of dividend payments means investors are entirely dependent on capital appreciation. |
| Execution risk | Medium | Successful modernization of the store fleet and digital platforms is essential to maintaining relevance. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 57.39% | Avg. Invested days 48 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/30/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.70B USD | Price to earnings Ratio 9.45 | 1Y Target Price 17 |
Price to earnings Ratio 9.45 | 1Y Target Price 17 | ||
Volume (30-day avg) 1.3M shares | Beta 1.03 | 52 Weeks Range 11.54 - 18.48 | Updated Date 10/31/2026 |
52 Weeks Range 11.54 - 18.48 | Updated Date 10/31/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.92 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Sally Beauty Supply | Retail hair color, styling products, and tools sold to consumers and professionals. | This is the core storefront business for everyday beauty shoppers. |
| Beauty Systems Group | Wholesale distribution and professional-only beauty products. | This drives professional stylist loyalty and higher-margin bulk sales. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 9.45 | Forward PE 8.1 | Enterprise Value 3.04B | Price to Sales(TTM) 0.46 |
Enterprise Value 3.04B | Price to Sales(TTM) 0.46 | ||
Enterprise Value to Revenue 0.82 | Enterprise Value to EBITDA 7.35 | Shares Outstanding 93.62M | Shares Floating 92.14M |
Shares Outstanding 93.62M | Shares Floating 92.14M | ||
Percent Insiders 1.4 | Percent Institutions 124 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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