Sally Beauty Holdings (SBH) Fair Value & Analysis
Consumer Cyclical · US · Market cap $1.2B
Sally Beauty Holdings
SBH · US
Fair value as of: Jul 18, 2026
From 24 valuation models · updated 23 days ago
Share price +17.6% over the past month.
A solid business, screening 37% undervalued on our models.
What matters now
- The model range is unusually wide ($13.57 to $44.35). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid quality (59/100) at a price below fair value, the discount is the argument here, not the business quality.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.
How to read this chart
60‑month range $7.26 – $25.29 · fair‑value band $13.57 – $44.35 · the $16.83 price screens below the $23.14 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.
Analysis
Sally Beauty Holdings (SBH) currently trades at $16.83, while our model-based Fair Value estimate is $23.14, implying the stock looks roughly 37.5% undervalued today. The Quality Score stands at 59/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, Sally Beauty Holdings generated revenue of $3.7B at a net margin of 4.9%. Revenue grew 2.3% year over year. It earns a return on equity of 23.9%. Net debt stands at $1.4B. Fundamentals as of Jul 18, 2026
Our scenario range runs from $13.57 (bear case) to $44.35 (bull case); at $16.83, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 6% below its 52-week high and 94% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -24% fair-value upside, at 37%, SBH screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 24 models by family
Widest divergence: Multiples ($37.19) versus Dividend Discount ($0.0700). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 59 · Market factors (momentum, volatility) 69
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
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.
Full company description
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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Sally Beauty Holdings reported revenue of $3.7B in FY2025 versus $3.9B in FY2021, a compound −1.1%/yr. Reported net income was $196M in FY2025, compounding −4.9%/yr from FY2021.
Watch SBH: get an alert when its fair value changes →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Why Sally Beauty Stock Popped Today
- Sally Beauty Q3 Earnings Call Highlights
- Sally Beauty (SBH) Tops Q3 Earnings Estimates
- Sally Beauty Holdings Inc. Profit Advances In Q3
Peer Group
Specialty Retail · 221 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Specialty Retail median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 35/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Specialty Retail stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Casey's General Stores, Inc CASY | $827.04 | $405.44 | -51% |
| Williams-Sonoma, Inc WSM | $222.84 | $164.16 | -26% |
| Ulta Beauty, Inc ULTA | $479.57 | $488.39 | +2% |
| DICK'S Sporting Goods, Inc DKS | $208.89 | $181.10 | -13% |
| Best Buy Co BBY | $83.98 | $109.12 | +30% |
| China Tourism Group 601888 | ¥52.90 | ¥40.40 | -24% |
| Tractor Supply Company TSCO | $31.01 | $35.52 | +15% |
| Murphy USA Inc MUSA | $618.57 | $423.35 | -32% |
| Five Below, Inc FIVE | $197.71 | $117.29 | -41% |
| Taiwan Mobile Co 3045 | 110.50 TWD | 80.98 TWD | -27% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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