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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
10/01/2026: SBH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Sally Beauty Holdings is a specialty retailer and distributor operating in the competitive beauty industry through its Sally Beauty and Beauty Systems Group segments. The company has a leading position in the professional hair color and hair care niche, which serves as its primary competitive moat. Its current growth story centers on digital transformation and expanding higher-margin private-label offerings to combat competitive pressure from e-commerce and mass retailers. Key risks include intense competition from large-scale merchants and sensitivity to discretionary consumer spending. The stock may suit value-oriented investors who monitor the company's ability to maintain stable margins in a changing retail landscape.
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's growth is moderate and faces strong headwinds from larger e-commerce players. |
| Momentum investor | Weak fit | The stock has historically lacked the sustained upward momentum often sought by this investor style. |
| Value investor | Strong fit while signal remains positive | The company often trades at low valuation multiples, potentially appealing to value-conscious investors. |
| Dividend investor | Weak fit | The company does not pay a regular cash dividend, making it unsuitable for income-focused strategies. |
| Low-risk investor | Mixed fit | While established, the retail sector's inherent volatility and competitive risks can lead to price swings. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is susceptible to retail-sector market sentiment and economic news. |
| Valuation risk | Low | Current valuations generally reflect the company's challenges, reducing the risk of a massive price correction. |
| Competition risk (e-commerce) | High | Large-scale e-commerce retailers significantly impact foot traffic to physical stores. |
| Business quality | Medium | The company maintains a steady, though challenged, franchise with a long-standing customer base. |
| Dividend income | Low / none | The lack of dividends means no passive income for shareholders. |
| Execution risk | Medium | Success depends on effectively navigating the shift to digital while maintaining the professional salon base. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 19.32% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/01/2026 |
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 1.54B USD | Price to earnings Ratio 8.55 | 1Y Target Price 17 |
Price to earnings Ratio 8.55 | 1Y Target Price 17 | ||
Volume (30-day avg) 1.2M shares | Beta 1.05 | 52 Weeks Range 11.54 - 17.92 | Updated Date 10/01/2026 |
52 Weeks Range 11.54 - 17.92 | Updated Date 10/01/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.92 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Sally Beauty Supply | Retail sales of hair color, hair care, and beauty tools to consumers and salons. | This is the primary consumer-facing segment; revenue depends on foot traffic and successful retail merchandising. |
| Beauty Systems Group | Wholesale distribution of professional-grade products to licensed beauty professionals. | This segment relies on B2B relationships and professional loyalty to salon brands. |
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 8.55 | Forward PE 7.45 | Enterprise Value 2.91B | Price to Sales(TTM) 0.41 |
Enterprise Value 2.91B | Price to Sales(TTM) 0.41 | ||
Enterprise Value to Revenue 0.78 | Enterprise Value to EBITDA 7.04 | Shares Outstanding 93.62M | Shares Floating 92.12M |
Shares Outstanding 93.62M | Shares Floating 92.12M | ||
Percent Insiders 1.4 | Percent Institutions 124.27 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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.
About Sally Beauty Holdings Inc
Exchange NYSE | Headquarters Plano, TX, United States | ||
IPO Launch date 2006-11-17 | President, CEO & Director Ms. Denise A. Paulonis | ||
Sector Consumer Cyclical | Industry Specialty Retail | Full time employees 11000 | |
Full time employees 11000 | |||
Sally Beauty Holdings, Inc. operates as a specialty retailer and distributor of professional beauty supplies. The company operates through two segments, Sally Beauty Supply and Beauty Systems Group. The Sally Beauty Supply segment offers beauty products, including hair color and care products, skin and nail care products, styling tools, and other beauty products for retail customers, salons, and salon professionals. This segment also provides products under Wella and L'Oreal brands, as well as Clairol, OPI, Wahl, and BaByliss Pro. The Beauty Systems Group segment offers professional beauty products, such as hair color and care products, skin and nail care products, styling tools, and other beauty items directly to salons, and licensed beauty professionals, and salon professionals through its professional-only stores, e-commerce platforms, and sales force, as well as through franchised stores under the Armstrong McCall store name. This segment also sells products under Paul Mitchell and Wella brands, including Matrix, Schwarzkopf, Kenra, Goldwell, Joico, Amika, and Moroccanoil. In addition, it operates company-operated stores, salon business consultants, digital platforms and franchised units in the United States, Puerto Rico, Canada, Mexico, Chile, the United Kingdom, Ireland, Belgium, France, the Netherlands, and Germany. Further, the company distributes its products through full-service/exclusive distributors and open-line distributors. Sally Beauty Holdings, Inc. was founded in 1964 and is headquartered in Plano, Texas.
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