Sally Beauty Holdings, Inc.(SBH)Stock Analysis
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Rank #1,271 of 2,879 stocksTOP 50%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
SBH Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Sally Beauty Holdings, Inc. (SBH), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores SBH at 53.6/100 on a 32-signal composite quality model, placing it at rank #1,271 of 2,879 stocks — the top half of the AI-ranked universe. SBH scores in the top quartile across balance sheet strength (75.4). Areas of concern include institutional flow (15.0) and revenue growth (29.9), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Sally Beauty Holdings, Inc. reports quarterly revenue of $903.4M, net income of $42.7M, an operating margin of 8.0%. Top institutional holders of SBH by reported 13-F value include BlackRock,, SCHRODER INVESTMENT MANAGEMENT GROUP, DIMENSIONAL FUND ADVISORS, based on the most recent SEC filings. SBH trades on the NYSE exchange and files with the SEC under CIK 1368458. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SBH daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Sally Beauty Holdings, Inc. directly from SEC EDGAR. Sally Beauty Holdings, Inc.'s 13F Pro composite quality score has ranged between 45 and 54 since 2021, currently 53.6 — an improving long-term trajectory across 28 quarterly and live scoring snapshots.
Revenue
Q2 2026
$903.4M
Net Income
Q2 2026
$42.7M
Free Cash Flow
Q2 2026
$44.1M
Operating Margin
Q2 2026
8.0%
D/E Ratio
Q2 2026
1.00
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-0.4% YoYNet Income
+27.7% YoYOperating Income
+15.9% YoYEPS (Diluted)
+32.2% YoYTotal Assets
+2.8% YoYTotal Debt
-11.9% YoYOp. Cash Flow
+11.5% YoY| Metric | FY 2025 | FY 2024 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $3.70B -0.4% | $3.72B -2.6% | $3.82B -1.5% | $3.87B +10.3% | $3.51B -9.3% | $3.88B |
| Net Income | $195.9M +27.7% | $153.4M -16.4% | $183.6M -23.5% | $239.9M +29.9% | $184.6M -32.0% | $271.6M |
| Operating Income | $327.8M +15.9% | $282.7M -16.3% | $337.6M -19.3% | $418.4M +61.7% | $258.8M -43.6% | $458.5M |
| EPS (Diluted) | $1.89 +32.2% | $1.43 -13.9% | $1.66 -21.0% | $2.10 +112.1% | $0.99 -56.2% | $2.26 |
| Total Assets | $2.87B +2.8% | $2.79B +8.4% | $2.58B -9.5% | $2.85B -1.7% | $2.90B +38.0% | $2.10B |
| Total Debt | $879.0M -11.9% | $998.1M -13.7% | $1.16B -17.0% | $1.39B -23.2% | $1.81B +12.7% | $1.61B |
| Operating Cash Flow | $274.8M +11.5% | $246.5M +57.5% | $156.5M -59.0% | $381.9M -10.5% | $426.9M +33.2% | $320.4M |
AI Insight: SBH Financial Trends
Steady debt reduction from $1,044M to $839M over eight quarters is the dominant story, but revenue and operating income have stalled near year-ago levels.
• Total debt declined every quarter, falling from $1,044M in Q2 2024 to $839M in Q1 2026 — a $205M reduction over eight quarters.
• Equity expanded consistently from $578M in Q2 2024 to $838M in Q1 2026, reflecting retained earnings accumulation.
• Revenue is essentially flat year-over-year: Q1 2026 at $903M versus Q1 2025 at $883M, with no meaningful growth trajectory.
• Operating income in Q1 2026 is $72M, unchanged from Q2 2024's $72M, signaling margin expansion stalled after Q4 2024's $100M peak.
⚠ Op income slipped from $100M in Q4 2024 to $72M in Q1 2026 — four consecutive quarters below that peak warrants monitoring.
⚠ Operating cash flow was volatile — ranging from $33M to $121M — making free-cash-flow consistency a key metric to track.
⚠ Revenue has not returned to the $942M Q2 2024 level; any macro softness in beauty spending could pressure already-stagnant top-line growth.
AI Insight: SBH Ratio Trends
Leverage has halved from 1.81x to 1.00x D/E, but profitability metrics are drifting back toward cycle lows as Q4 2024 peak margins fade.
• D/E ratio fell from 1.81x in Q2 2024 to 1.00x in Q1 2026, a sustained deleveraging trend across seven consecutive quarters.
• Operating margin peaked at 10.7% in Q4 2024 and has since contracted to 8.0% in Q1 2026, a 270bp decline.
• ROIC peaked at 24.9% in Q4 2024 and declined to 17.2% in Q1 2026, retreating below the Q2 2024 starting level of 17.7%.
• ROA improved modestly from 5.5% in Q2 2024 to 6.0% in Q1 2026, reflecting the benefit of debt reduction on asset efficiency.
⚠ ROE fell to 20.4% in Q1 2026, the lowest single-quarter reading in the dataset, signaling shrinking bottom-line returns to equity holders.
⚠ Net profit margin has compressed three consecutive quarters from 5.3% in Q3 2025 to 4.7% in Q1 2026 — watch for stabilization.
⚠ D/E at 1.00x leaves room for further deleveraging; whether freed cash flow is redeployed into growth or buybacks will be a key inflection.
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Available Research
13F Pro tracks comprehensive data for Sally Beauty Holdings, Inc. including:
Top Institutional Holders of SBH
BlackRock, Inc.
$210.2M15,177,451 shSCHRODER INVESTMENT MANAGEMENT GROUP
$115.2M8,315,909 shDIMENSIONAL FUND ADVISORS LP
$81.3M5,871,979 shSTATE STREET CORP
$60.6M4,378,847 shFisher Asset Management, LLC
$53.4M3,852,679 shFMR LLC
$50.3M3,632,022 shGOLDMAN SACHS GROUP INC
$50.1M3,617,425 shWASATCH ADVISORS LP
$47.0M3,393,739 shVICTORY CAPITAL MANAGEMENT INC
$42.4M3,060,709 shAMERICAN CENTURY COMPANIES INC
$39.3M2,835,615 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $210.2M | 15,177,451 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $115.2M | 8,315,909 |
| DIMENSIONAL FUND ADVISORS LP | $81.3M | 5,871,979 |
| STATE STREET CORP | $60.6M | 4,378,847 |
| Fisher Asset Management, LLC | $53.4M | 3,852,679 |
| FMR LLC | $50.3M | 3,632,022 |
| GOLDMAN SACHS GROUP INC | $50.1M | 3,617,425 |
| WASATCH ADVISORS LP | $47.0M | 3,393,739 |
| VICTORY CAPITAL MANAGEMENT INC | $42.4M | 3,060,709 |
| AMERICAN CENTURY COMPANIES INC | $39.3M | 2,835,615 |
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Popular Research
Is SBH a good stock to buy?
13F Pro's AI-powered analysis of Sally Beauty Holdings, Inc. (SBH) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SBH are available on the SBH stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own SBH?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SBH. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Sally Beauty Holdings, Inc.'s investment landscape.