StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
SBH$12.83-0.11%
Fair $12.83+0.0%

SBH

Sally Beauty Holdings, Inc.

Consumer Cyclical / Specialty RetailNYSE

$12.83

-0.01 (-0.11%)

Fairly Valued+0.0%Fair Value $12.83Fund rank 29/100 · Data gapFallback financials|
SA 49/C
F-Score: 7/9
Declining Revenue

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 30% · confianza 25%

FCF escenarios

weak_data · normalized FCF $158.6M · quality 53.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 54/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

49/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 18Warnings: 1unknown: 18
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 4 consecutive years
Thesis & Journal · SBHLocal privado en este navegador · Sally Beauty Holdings, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.2B

P/E

7.1x

↓

EV/EBITDA

6.4x

↓

ROE

24.7%

↑

Gross Margin

51.6%

↑

Debt/Equity

1.97

↑
52-Week Range$13
$8$18

TradingView lightweight chart

SBH price, volumen y niveles de valoración

Último $12.83Periodo +63.2%
Fair value: $12.83

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

+5.9%

FCF margin

4.7%

FCF / Net income

0.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.70B · net income $195.9M · FCF $172.7M

2008-FY → 2025-FY

Gross margin

51.6%— pts

Operating margin

8.9%— pts

Net margin

5.3%— pts

FCF margin

4.7%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$3.70B$3.70B$3.72B$3.73B$3.82B$3.87B$3.51B$3.88B$3.93B$3.94B$3.95B————————
Net Income$195.9M$195.9M$153.4M$184.6M$183.6M$239.9M$184.6M$271.6M$258.0M$215.1M$222.9M$235.1M$246.0M$261.2M$233.1M$213.7M$143.8M$99.1M$77.6M
EBITDA$427.7M$427.7M$392.5M$427.4M$437.6M$520.6M$365.5M$566.1M$535.4M$590.9M$598.0M$584.7M$586.7M$592.6M$564.1M$508.2M$392.1M$343.9M$331.4M
EPS1.891.891.431.691.662.100.992.262.081.561.501.491.511.481.241.140.780.540.42
Gross Margin51.6%51.6%50.9%50.9%50.3%50.4%48.8%49.3%49.4%49.9%49.7%————————
Operating Margin8.9%8.9%7.6%9.2%9.6%10.8%7.4%11.8%10.8%12.2%12.6%————————
Net Margin5.3%5.3%4.1%5.0%4.8%6.2%5.3%7.0%6.6%5.5%5.6%————————
Balance Sheet
Debt/Equity1.971.972.543.295.914.96117.41-26.68-6.68-5.20-6.52-6.04-5.19-5.55-14.00-6.42———
Current Ratio2.342.34—————————————————
Cash Flow
Free Cash Flow$172.7M$172.7M$145.4M$158.6M$57.3M$308.0M$316.0M$212.7M$286.2M$253.6M$202.9M$194.3M————$168.5M$186.0M$64.9M
Returns
ROE24.7%24.7%24.4%36.3%62.5%85.4%1195.4%-450.3%-96.1%-59.1%-80.7%-78.9%-70.9%-86.1%-202.5%-97.6%-31.2%-16.1%-11.0%
Valuation
P/E7.097.099.504.697.54——————————————
EV/EBITDA6.426.427.505.666.96——————————————
P/B1.681.682.311.704.70——————————————
Growth & Yield
Revenue Growth-0.4%-0.4%-0.3%-2.3%—10.3%-9.3%-1.4%-0.1%-0.4%—————————
EPS Growth32.2%32.2%-15.4%1.8%—112.1%-56.2%8.7%33.3%4.0%0.7%-1.3%2.0%19.4%8.8%46.2%44.4%28.6%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-15.6%

fácil

EPS terminal req.

$1.14

Spread vs growth

47.7%

5Y implied EPS CAGR

-6.1%

fácil

EPS terminal req.

$1.38

Spread vs growth

38.3%

10Y implied EPS CAGR

1.6%

fácil

EPS terminal req.

$2.22

Spread vs growth

30.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +45.7%

Total return

+45.7%

Start / end P/E

6.2x → 6.8x

EPS bridge

1.43 → 1.89

Residual

+3.3%

EPS growth+32.2%
Multiple rerating+10.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term+3.3%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.