SBH Sally Beauty Holdings, Inc.
XNYS 19.49 DelayedStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
SBH
$19.49
—
What changed
Recent filings, trades and movesKey stats
$19.49
- 52-Week Range
- $11.54 – $19.60
- YTD
- +34.51%
- IV Rank (30D)
- 45.87
- Straddle Price
- $3.10
- P/C Vol Ratio
- 0.16
- Market Cap
- $1.7B
- Open
- $18.69
- Day Range
- $18.46 – $19.51
- Volume
- 2,242,942
- Prev Close
- $18.31
Fair Value
MODEL: SHORT
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.90% |
| Beta vs SPY | 1.06 |
| Cost of Equity (CAPM) | 10.75% (VRP-adj) |
| WACC | 9.01% |
| Volatility Risk Premium | +95.8pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 25.1% |
| Rev. Growth (YoY, DCF input) | -1.2% |
| DCF Horizon | 10 years explicit + fade |
| Free Cash Flow (TTM) | $0.2B |
| Return on Equity (TTM) | 22.1% |
| Book / Price | 48.6% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 52.1% |
| FCF Margin (TTM) | 6.5% |
| Debt / Equity | 0.92 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | -5.1% (reverse-DCF on current price) |
| SMA 50 | $16.73 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $17.38 |
| Bollinger Width / SMA20 | 21.8% (drives anchor stability) |
| Net Debt | $0.6B |
| Market Cap | $2B |
Peers used for multiples: AEO, ASO, ATR, HNST, KSS
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
85%
20-Day Fair Value
≈ by Dec 8, 2026
$19.19
α -1.5%
rank 54%
conviction
83%
40-Day Fair Value
≈ by Jan 6, 2027
$19.24
α -1.3%
rank 54%
conviction
46%
60-Day Fair Value
≈ by Feb 4, 2027
$18.63
α -4.4%
rank 54%
conviction
85%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $24.68 | 27% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $19.85 | 12% | median 10.3× · 4 peers |
| Peer EV/EBITDA | $17.24 | 12% | median 5.3× · 4 peers |
| Peer P/B | $17.27 | 2% | median 1.9× · 5 peers |
| Peer P/S | $25.52 | 8% | median 0.7× · 5 peers |
| Market Anchor (SMA50) | $16.73 | 39% | stability 74% (BB-width) |
| Options Expected (B-L 30d) | $18.78 | 0% | 6 strikes · skew -0.24 |
As of 2026-11-09 · updated
Related
About
- Industry (SIC)
- RETAIL-RETAIL STORES, NEC (5990) · industry map
- Exchange
- XNYS
- Market Cap
- $1.7B
- Employees
- 27,000
- List Date
- 2006-11-13
- CIK
- 0001368458
- Next Earnings
- 2026-11-10 (Pre-Market)
- EPS Forecast
- $0.60
- Headquarters
- Plano, TX
- Homepage
- https://www.sallybeautyholdings.com
Sally Beauty Holdings Inc is a professional beauty-products retailer based in the United States. The company operates throughout the United States, Puerto Rico, the United Kingdom, Belgium, Canada, Chile, Mexico, Peru, France, Ireland, Spain, Germany, Netherlands, and other geographical regions. The company operates through two business segments: Sally Beauty Supply and Beauty Systems Group. The products offered by the company include hair color and care, hair dryers and hair-styling appliances, nail care, skin care, and others.
Summary
—
composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 16.96% | -8.96% | 21.62% | -7.30% | 1.78% | 5.04% | 4.86% |
| Feb | 1.71% | -0.69% | -0.43% | -3.88% | -14.10% | -1.05% | -3.07% |
| Mar | 13.73% | -6.24% | -2.44% | -1.74% | 3.08% | -14.51% | -1.35% |
| Apr | -0.55% | -2.33% | -10.39% | -13.68% | -8.74% | 0.14% | -5.92% |
| May | 5.16% | -5.78% | -19.91% | 15.12% | 7.80% | -5.35% | -0.49% |
| Jun | -1.65% | -19.13% | 9.20% | -14.09% | 5.23% | 10.12% | -1.72% |
| Jul | -15.69% | 5.36% | -4.47% | 6.22% | -1.02% | 4.76% | -0.81% |
| Aug | -0.69% | 9.17% | -15.33% | 21.51% | 43.63% | 1.55% | 9.97% |
| Sep | -9.07% | -14.86% | -19.73% | 6.26% | 13.06% | 0.31% | -4.00% |
| Oct | -10.71% | -1.09% | 0.59% | -3.63% | -7.30% | 12.94% | -1.53% |
| Nov | 21.68% | -8.91% | 13.90% | 6.17% | 11.06% | 5.87%* | 8.29% |
| Dec | -1.07% | 10.50% | 27.94% | -24.98% | -12.19% | -- | 0.04% |
| Total | 13.88% | -38.49% | -11.88% | -21.32% | 35.57% | 18.34% | -0.65% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $17.57
SMA 50: $16.79
SMA 200: $15.14
Current: $19.49
EMA 12: $18.24
EMA 26: $17.58
MACD: 0.6585 | Signal: 0.1594
BULLISH
ADX (14): 32.25
TREND
+DI: 34.51
−DI: 11.37
Momentum Oscillators
RSI (14): 65.42
NEUTRAL
Stoch %K: 76.71
Stoch %D: 77.84
Williams %R: -3.51
Volume & Volatility
BB Upper: $19.50
BB Lower: $15.64
NEUTRAL
OBV: 8,909,847
Vol SMA 20: 1,391,225
Vol ROC: 83.72%
ATR: $0.72
True Range: $1.20
HV 20: 54.2%
HV 30: 48.5%
HV 60: 39.5%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-11T00:00:00 – 2026-11-09T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall assessment: NEUTRAL (confidence level: 6/10)
Key drivers:
- Recent positive news headlines, particularly from Ulta Beauty's Q2 earnings beat
- Bullish momentum signals from MACD and EMA indicators
- Moderate volatility levels, indicating a stable market
Primary risks:
- Negative sentiment from options market, showing bearish bias
- Potential for increased competition in the cosmetics industry
Investment thesis: SBH is a moderately volatile stock with a positive recent performance. The company's earnings beat and upbeat news headlines have boosted investor confidence, but the options market shows caution. As long as the technical indicators continue to show strength, SBH may be a viable investment opportunity.
Recent news sentiment impact: Neutral
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Bullish
- Medium-term (1-3 months): Bullish
- Long-term (3-12 months): Bullish
Support/Resistance Levels:
- SMA 20: $16.47 (support)
- EMA 12: $16.45 (support)
- Bollinger Bands Upper: $16.99 (resistance)
Momentum Signals:
- RSI interpretation: Neutral (57.15), not overbought or oversold
- MACD signal: Bullish (0.36 / Signal: -0.08 / Histogram: 0.43)
- Bollinger Bands position: Squeeze, indicating a potential breakout
Volume Analysis:
- Volume SMA 20: 1390479.32 (increasing volume)
- On-Balance Volume (OBV): 11773980.66 (positive OBV)
- Volume Rate of Change: 0.15% (slowly increasing volume)
News & Sentiment Analysis
Recent Headlines Summary:
- Positive news headlines from Ulta Beauty's earnings beat and other company-related announcements
- Neutral sentiment from the options market, indicating caution but no strong bearish bias
Sentiment Assessment:
- Aggregate news sentiment: Neutral (positive and negative sentiments balance out)
- Options market sentiment: Bearish (but not overly so)
Catalyst Identification:
- Upcoming earnings reports could impact stock performance
- Product launches and marketing initiatives may influence investor sentiment
Market Narrative:
- The recent positive news headlines have boosted investor confidence, but the options market shows caution. This mixed signal creates a neutral market narrative.
Risk & Volatility Assessment
Risk Assessment:
- Beta: 0.82 (moderate risk)
- Volatility Regime: Moderate (0.44)
Options Market Signals:
- IV Rank: 50.0% (Medium - historically high volatility)
- Current IV: 155.9%
- Expected Move: $2.53 (21 DTE), 7-DTE: $2.53
- Volume Flow: 32 calls vs 138 puts (bearish sentiment)
- Open Interest: 259 calls vs 189 puts (bearish sentiment)
Downside Protection:
- Support levels: SMA 20 ($16.47) and EMA 12 ($16.45)
- Risk management considerations: Stop-loss levels, position sizing
Market Context & Positioning
Sector Performance:
- Cosmetics industry performance: Mixed (some positive news headlines, but overall sentiment neutral)
Institutional Activity:
- Volume patterns suggesting institutional interest: Slowly increasing volume
Correlation Analysis:
- Stock moves relative to market: 0.24 (moderate correlation)
Relative Valuation:
- Position within trading range: Neutral (SBH has room for further growth, but not overly valued)
Key Levels & Action Items
Critical Price Levels:
- Support/resistance levels:
- SMA 20 ($16.47) and EMA 12 ($16.45) - support
- Bollinger Bands Upper ($16.99) - resistance
Breakout/Breakdown Levels:
- Technical levels that could trigger significant moves:
- Above Bollinger Bands Upper ($16.99) - breakout potential
- Below SMA 20 ($16.47) and EMA 12 ($16.45) - breakdown risk
Time-Sensitive Catalysts:
- Earnings reports (upcoming)
- Product launches and marketing initiatives (upcoming)
Risk Management:
- Stop-loss levels: below SMA 20 ($16.47) and EMA 12 ($16.45)
- Position sizing: consider reducing position size or adjusting stop-loss levels based on market volatility
By analyzing the stock's technical indicators, news sentiment, and risk metrics, this report provides a comprehensive overview of SBH's current market conditions. The mixed signals from the options market and recent positive news headlines create a neutral market narrative, indicating that SBH may be a viable investment opportunity for those willing to take calculated risks.
Generated
News
All SBH news →
Earnings History
18 of 23 under expected move
Avg Expected Move
12.88%
Avg Actual Move
7.77%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-04 | Pre-Market | 15.66% | 1.82% | 0.12x | Within |
| 2021-05-06 | Pre-Market | 13.03% | 20.04% | 1.54x | Exceeded |
| 2021-07-29 | Pre-Market | 12.27% | 8.09% | 0.66x | Within |
| 2021-11-12 | Pre-Market | 6.16% | 2.50% | 0.41x | Within |
| 2022-02-02 | Pre-Market | 14.71% | 3.45% | 0.23x | Within |
| 2022-05-05 | Pre-Market | 11.91% | 6.77% | 0.57x | Within |
| 2022-08-04 | Pre-Market | 13.36% | 1.81% | 0.14x | Within |
| 2022-11-10 | Pre-Market | 13.97% | 4.47% | 0.32x | Within |
| 2023-02-02 | Pre-Market | 13.00% | 11.20% | 0.86x | Within |
| 2023-05-04 | Pre-Market | 12.41% | 13.06% | 1.05x | Exceeded |
| 2023-08-03 | Pre-Market | 11.65% | 0.93% | 0.08x | Within |
| 2023-11-14 | Pre-Market | 11.32% | 8.24% | 0.73x | Within |
| 2024-02-01 | Pre-Market | 12.82% | 6.66% | 0.52x | Within |
| 2024-05-09 | Pre-Market | 12.94% | 4.44% | 0.34x | Within |
| 2024-08-08 | Pre-Market | 19.70% | 9.69% | 0.49x | Within |
| 2024-11-14 | Pre-Market | 7.78% | 9.98% | 1.28x | Exceeded |
| 2025-02-13 | Pre-Market | 12.80% | 4.47% | 0.35x | Within |
| 2025-05-12 | Pre-Market | 14.99% | 22.15% | 1.48x | Exceeded |
| 2025-08-05 | Pre-Market | 11.79% | 16.95% | 1.44x | Exceeded |
| 2025-11-13 | Pre-Market | 10.90% | 1.57% | 0.14x | Within |
| 2026-02-09 | Pre-Market | 14.23% | 5.20% | 0.37x | Within |
| 2026-05-11 | Pre-Market | 14.08% | 7.48% | 0.53x | Within |
| 2026-08-03 | Pre-Market | 14.70% | 7.75% | 0.53x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
SBH Options Activity & IV Rank
SBH IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 59.9%
7-DTE IV: 68.6%
Expected Move: $3.10
7-DTE Move: $2.00
Days to Exp: 39 (2026-12-18)
Options Flow · All expiries
Call Volume: 314
Put Volume: 50
P/C Volume: 0.159
BULLISH
Call OI: 1,345
Put OI: 3,802
P/C OI: 2.827
Total OI: 5,147
ATM Options Pricing
ATM Call: $1.32
ATM Put: $1.77
Call %: 6.8%
Put %: 9.1%
Chain Summary
Chain Volume: 364
Chain OI: 5,147
Last Updated: 11/9/2026
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 97th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
97%
vs own history
GEX tilt
+0.90
OI-weighted, today
Vanna tilt
-0.73
δ-sensitivity to IV
Charm tilt
+0.11
δ-decay vs time
Vanna tilt -0.73: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
? What is this?
· 5 ATM contracts, 1k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
No data
30 DTE / 10d
—
—
pts
EXTREME
No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)14.1LowNov 9
IV Rank (30 DTE)45.9MediumNov 9
Straddle Price (30 DTE)$3.10Nov 9
Beta Analysis
Risk Metrics
Beta: 0.7559
Alpha: 32.98%
Correlation: 0.2407
R-Squared: 5.8%
Stock Volatility: 43.2%
Market Volatility: 13.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own SBH
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $11.1M | #1503 of 3716 | +5.7% | 13F | |
| Citadel Hedge fund Ken Griffin | $1.5M | #3228 of 6285 | -21.8% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $2K | #4460 of 4729 | -10.9% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
SBH Institutional Ownership (13F)
Filings for 2026-06-30 · 108 already for 2026-09-30
? 13F Guide
Diluted shares outstanding: 100,554,750 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
1 filers$8.48K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | GROUP ONE TRADING LLC Custodian | $8.48K | 100.00% | 2026-06-30 |
5 filers$9.48M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $3.91M | 41.18% | 2026-06-30 |
| 2 | GROUP ONE TRADING LLC Custodian | $3.47M | 36.63% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $1.17M | 12.38% | 2026-06-30 |
| 4 | Walleye Trading LLC | $565.60K | 5.96% | 2026-06-30 |
| 5 | Citadel Advisors LLC Custodian | $364.81K | 3.85% | 2026-06-30 |
SBH Insider Trading (Form 4)
Latest: 2026-06-09Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-06-09 | Marlo Michelle Cormier Platz | Former SVP & CFO | Mixed Sell −42,771 · Exer +42,771 |
— | $11.26 | -$122.8K | EDGAR |
| 2026-05-15 | Adrianne Lee | SVP & CFO | Grant (A) | +98,280 RSU | — | EDGAR | |
| 2026-04-22 | Erin Nealy Cox | Director | Exer (M) | +50,505 | — | EDGAR | |
| 2026-01-26 | Diana Sue Ferguson | Director | Grant (A) | +9,975 RSU | — | EDGAR | |
| 2026-01-26 | Debra Golding Perelman | Director | Grant (A) | +9,975 RSU | — | EDGAR | |
| 2026-01-26 | Lawrence Molloy | Director | Exer (M) | +14,532 | — | EDGAR | |
| 2026-01-26 | James M Head | Director | Grant (A) | +9,975 RSU | — | EDGAR | |
| 2026-01-26 | Max R. Rangel | Director | Grant (A) | +9,975 RSU | — | EDGAR | |
| 2026-01-26 | Rachel Rothe Bishop | Director | Exer (M) | +14,532 | — | EDGAR | |
| 2026-01-26 | Jeffrey N Boyer | Director | Exer (M) | +14,532 | — | EDGAR | |
| 2026-01-26 | Dorlisa K Flur | Director | Exer (M) | +14,532 | — | EDGAR | |
| 2026-01-26 | Erin Nealy Cox | Director | Grant (A) | +9,975 RSU | — | EDGAR | |
| 2025-12-12 | Kim McIntosh | GVP, CONTROLLER & CAO | Sell (S) | −5,900 | $15.71 | -$92.7K | EDGAR |
| 2025-12-03 | Scott C Sherman | SVP, CLO and CHRO | Sell (S) | −15,000 | $16.27 | -$244.1K | EDGAR |
| 2025-11-18 | Mark Gregory Spinks | President Beauty Systems Group | Mixed Tax −24,657 · Exer +66,007 |
+41,350 | $14.18 | -$349.6K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
SBH Insider Holdings
17 insiders · @ $19.49
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Denise Paulonis | President & CEO | 607,103 | $11.83M | $98.0K | 23 | 2025-11-18 |
| 2 | Marlo Michelle Cormier Platz | Former SVP & CFO | 180,916 | $3.53M | -$543.2K | 20 | 2026-06-09 |
| 3 | John Howard Goss JR | SVP & President Sally Beauty | 140,141 | $2.73M | -$381.6K | 16 | 2025-11-18 |
| 4 | Mary Beth Beth Edwards | See remarks | 60,745 | $1.18M | $0 | 12 | 2024-11-19 |
| 5 | Scott C Sherman | SVP, CLO and CHRO | 57,585 | $1.12M | -$636.6K | 24 | 2025-12-03 |
| 6 | Dorlisa K Flur | Director | 57,138 | $1.11M | $5.1K | 11 | 2026-01-26 |
| 7 | Erin Nealy Cox | Director | 55,969 | $1.09M | $0 | 10 | 2026-04-22 |
| 8 | Jeffrey N Boyer | Director | 42,460 | $827.5K | $0 | 5 | 2026-01-26 |
| 9 | Rachel Rothe Bishop | Director | 36,231 | $706.1K | $0 | 5 | 2026-01-26 |
| 10 | Lawrence Molloy | Director | 30,002 | $584.7K | $0 | 4 | 2026-01-26 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
SBH Board & Officers
As of SEC filings through Jun 9, 2026Directors 9
- Diana Sue Ferguson · since Jan 31, 2019
- Dorlisa K Flur · since Jan 30, 2020
- James M Head · since Jan 28, 2021
- Jeffrey N Boyer · since Jul 26, 2022
- Lawrence Molloy · since Jul 26, 2022
- Rachel Rothe Bishop · since Jul 26, 2022
- Debra Golding Perelman · since Jan 24, 2025
- Max R. Rangel · since Jun 12, 2025
- Denise Paulonis · listed since Aug 2025
Officers 6
- Denise Paulonis · President & CEO · listed since Oct 2021
- Mark Gregory Spinks · President-Beauty Systems Group · since Jul 31, 2015
- John Howard Goss JR · SVP & President, Sally Beauty · since Nov 16, 2020
- Adrianne Lee · SVP & CFO · since Apr 29, 2026
- Kim McIntosh · Gvp, Controller & CAO · since Mar 22, 2021
- Scott C Sherman · SVP, CLO and CHRO · listed since Nov 2025
Changes in the last 10 years (50)
| Jun 9, 2026 | Marlo Michelle Cormier Platz reported in an SEC filing no longer being SVP, CFO |
| Apr 29, 2026 | Adrianne Lee became SVP & CFO |
| Apr 22, 2026 | Erin Nealy Cox reported in an SEC filing no longer being a director |
| Nov 7, 2025 | Scott C Sherman listed as SVP, CLO and CHRO (previously SVP & Chief Legal and HR Officer) in SEC filings |
| Aug 11, 2025 | Denise Paulonis first listed as a director in an SEC filing |
| Jun 12, 2025 | Max R. Rangel became a director |
| Jan 24, 2025 | Debra Golding Perelman became a director |
| Nov 19, 2024 | Scott C Sherman listed as SVP & Chief Legal and HR Officer (previously SVP & CHRO) in SEC filings |
| Nov 8, 2024 | Denise Paulonis no longer listed as a director in SEC filings |
| Jan 29, 2024 | Linda Heasley reported in an SEC filing no longer being a director |
| Jan 25, 2024 | James Grant Conroy became a director |
| Nov 3, 2023 | Mary Beth Beth Edwards listed as SVP, Chief Transformation & Business Services Officer (previously SVP, CIO & CTO) in SEC filings |
| Jan 27, 2023 | Robert R McMaster reported in an SEC filing no longer being a director |
| Jan 27, 2023 | Marshall E Eisenberg reported in an SEC filing no longer being a director |
| Jan 27, 2023 | John A Miller reported in an SEC filing no longer being a director |
| Jan 27, 2023 | Edward W Rabin reported in an SEC filing no longer being a director |
| Jan 26, 2023 | The company announced the departure of Robert R McMaster from the board in an SEC filing |
| Nov 17, 2022 | Robert R McMaster first listed as a director in an SEC filing |
| Jul 26, 2022 | Rachel Rothe Bishop became a director |
| Jul 26, 2022 | Lawrence Molloy became a director |
| Jul 26, 2022 | Jeffrey N Boyer became a director |
| May 31, 2022 | The company announced the departure of Pamela K Kohn as SVP, Chief Merchandising Officer in an SEC filing |
| Jan 28, 2022 | Timothy R Baer reported in an SEC filing no longer being a director |
| Jan 28, 2022 | Susan R Mulder reported in an SEC filing no longer being a director |
| Nov 5, 2021 | Pamela K Kohn listed as SVP, Chief Merchandising Officer (previously SVP, Chief Merchandising Offcr) in SEC filings |
| Oct 5, 2021 | Denise Paulonis first listed as President & CEO in an SEC filing |
| Apr 13, 2021 | Marlo Michelle Cormier Platz listed as SVP, CFO (previously SVP, Finance & Chief Acct Offi) in SEC filings |
| Mar 22, 2021 | Kim McIntosh became Gvp, Controller & CAO |
| Jan 28, 2021 | James M Head became a director |
| Nov 16, 2020 | Mary Beth Beth Edwards became SVP, CIO & CTO |
| Nov 16, 2020 | John Howard Goss JR became SVP & President, Sally Beauty |
| Apr 9, 2020 | Marlo Michelle Cormier Platz became SVP, Finance & Chief Acct Offi |
| Jan 30, 2020 | Timothy R Baer became a director |
| Jan 30, 2020 | Dorlisa K Flur became a director |
| Oct 3, 2019 | Pamela K Kohn became SVP, Chief Merchandising Offcr |
| Oct 3, 2019 | Kenneth Mark Newton became Interim Principal Acctng Offcr |
| Jun 10, 2019 | John M Henrich became SVP, Gen Counsel & Secretary |
| Jan 31, 2019 | Diana Sue Ferguson became a director |
| Nov 5, 2018 | Aaron E Alt listed as SVP, CFO & President-SBS (previously SVP, CFO & CAO) in SEC filings |
| Oct 3, 2018 | Brently G. Baxter listed as GVP, PAO & Controller (previously VP, PAO & Controller) in SEC filings |
| Aug 29, 2018 | P. Kelly Mooney became a director |
| May 23, 2018 | Denise Paulonis became a director |
| May 22, 2018 | Aaron E Alt became SVP, CFO & CAO |
| Apr 4, 2018 | Chad Selvidge became SVP & CMO |
| Oct 1, 2017 | Scott C Sherman became SVP & CHRO |
| Sep 1, 2017 | Joseph C Magnacca became a director |
| Aug 29, 2017 | Carrie S. McDermott became President-Sally Beauty Supply |
| May 4, 2017 | Linda Heasley became a director |
| May 4, 2017 | Brently G. Baxter became VP, PAO & Controller |
| Dec 12, 2016 | Donald T Grimes became SVP, CFO & COO |
Not reported recently (17)
- James Grant Conroy · Last reported as a director in an SEC filing dated Jan 27, 2025
- Mary Beth Beth Edwards · Last reported as SVP, Chief Transformation & Business Services Officer in an SEC filing dated Nov 19, 2024
- John M Henrich · Last reported as SVP, Gen Counsel & Secretary in an SEC filing dated Nov 17, 2023
- Christian A. Brickman · Last reported as a director in an SEC filing dated Oct 4, 2021
- Aaron E Alt · Last reported as SVP, CFO & President-SBS in an SEC filing dated Nov 17, 2020
- P. Kelly Mooney · Last reported as a director in an SEC filing dated Nov 17, 2020
- David W Gibbs · Last reported as a director in an SEC filing dated Nov 7, 2019
- Joseph C Magnacca · Last reported as a director in an SEC filing dated Nov 7, 2019
- Kenneth Mark Newton · Last reported as Interim Principal Acctng Offcr in an SEC filing dated Nov 7, 2019
- Brently G. Baxter · Last reported as GVP, PAO & Controller in an SEC filing dated Nov 6, 2018
- Chad Selvidge · Last reported as SVP & CMO in an SEC filing dated Nov 6, 2018
- Katherine Button Bell · Last reported as a director in an SEC filing dated Nov 5, 2018
- Carrie S. McDermott · Last reported as President-Sally Beauty Supply in an SEC filing dated Oct 3, 2018
- Donald T Grimes · Last reported as SVP, CFO & COO in an SEC filing dated Dec 14, 2017
- Matthew Olen Haltom · Last reported as SVP, GC & Secretary in an SEC filing dated Nov 3, 2017
- Janna Minton · Last reported as GVP, CFO, CAO & Controller in an SEC filing dated Feb 9, 2017
- Sharon M Leite · Last reported as President-Sally Beauty Supply in an SEC filing dated Feb 3, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
SBH Proposed Insider Sales (Form 144)
Latest: 2026-06-08
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-06-08 | Marlo Cormier | Officer | 42,771 | $534.6K | 2026-06-08 | UBS Financial Services Inc | — | EDGAR |
| 2025-12-11 | Kim McIntosh | Officer | 5,900 | $92.9K | 2025-12-11 | UBS Financial Services Inc | — | EDGAR |
| 2025-12-01 | Scott C. Sherman | Officer | 15,000 | $244.1K | 2025-12-01 | UBS Financial Services Inc | — | EDGAR |
| 2025-02-13 | Mary Beth Edwards | Officer | 26,592 | $252.6K | 2025-02-13 | UBS Financial Services Inc | — | EDGAR |
| 2024-11-25 | Scott Sherman | Officer | 13,500 | $195.8K | 2024-11-25 | UBS Financial Services Inc | — | EDGAR |
| 2024-11-25 | Kim McIntosh | Director | 4,300 | $62.5K | 2024-11-25 | UBS Financial Services Inc | — | EDGAR |
| 2024-02-23 | John Henrich | Officer | 39,888 | $525.4K | 2024-02-23 | UBS Financial Services Inc | — | EDGAR |
| 2024-02-22 | Scott Sherman | Officer | 10,000 | $129.5K | 2024-02-22 | UBS Financial Services Inc | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-08-03
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Event | Link |
|---|---|---|
| 2026-08-03 | Earnings results · Regulation FD disclosure | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-08-03 | 0001368458-26-000007 | EDGAR |
ETF Holders
102 ETFs hold SBH
25 shown · $571.00M total exposure · 0.11% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.10% | $103.7M | $103.8B | 2026-11-06 |
| 2 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.20% | $64.1M | $31.6B | 2026-11-05 |
| 3 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $50.1M | — | 2026-09-30 |
| 4 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.06% | $45.9M | $76.6B | 2026-11-06 |
| 5 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.13% | $34.7M | — | 2026-11-05 |
| 6 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.02% | $34.6M | — | 2026-09-30 |
| 7 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.09% | $28.9M | — | 2026-11-05 |
| 8 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.04% | $22.5M | — | 2026-09-30 |
| 9 | VXF Vanguard Extended Market ETF | Vanguard | 0.02% | $17.3M | — | 2026-09-30 |
| 10 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.12% | $16.7M | $13.9B | 2026-11-06 |
| 11 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.10% | $16.0M | $15.7B | 2026-11-05 |
| 12 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.04% | $14.5M | — | 2026-11-05 |
| 13 | IJS iShares S&P Small-Cap 600 Value ETF | iShares (BlackRock) | 0.19% | $14.2M | $7.5B | 2026-11-06 |
| 14 | FNDA Schwab Fundamental U.S. Small Company ETF | Nport | 0.14% | $12.9M | — | 2026-08-31 |
| 15 | SYLD Cambria Shareholder Yield ETF | Nport | 1.03% | $10.3M | — | 2026-07-31 |
| 16 | XSVM Invesco S&P SmallCap Value with Momentum ETF | Invesco | 1.72% | $10.1M | — | 2026-11-05 |
| 17 | XRT State Street® SPDR® S&P® Retail ETF | SPDR (State Street) | 1.53% | $9.8M | $642.3M | 2026-11-05 |
| 18 | SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF | SPDR (State Street) | 0.19% | $9.4M | $4.9B | 2026-11-05 |
| 19 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.05% | $9.1M | — | 2026-09-30 |
| 20 | FESM Fidelity Enhanced Small Cap Core ETF | Fidelity | 0.14% | $9.0M | $6.6B | 2026-11-05 |
| 21 | CALF Pacer US Small Cap Cash Cows 100 ETF | Nport | 0.24% | $8.7M | — | 2026-07-31 |
| 22 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.01% | $7.7M | — | 2026-11-05 |
| 23 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.03% | $7.4M | — | 2026-08-31 |
| 24 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.30% | $7.1M | — | 2026-06-30 |
| 25 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.08% | $6.2M | — | 2026-11-05 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
10.15
TTM Diluted EPS
$1.92
TTM Revenue
$3.73B
TTM Net Income
$192.26M
TTM Op. Cash Flow
$368.34M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-06-30 | $935.49M | $54.08M | $0.55 | $80.94M |
| Q2 '26 | 2026-03-31 | $903.38M | $42.70M | $0.43 | $73.28M |
| Q1 '26 | 2025-12-31 | $943.17M | $45.56M | $0.45 | $93.24M |
| Q4 '25 | 2025-09-30 | $947.08M | $49.93M | $0.49 | $120.88M |
| Q3 '25 | 2025-06-30 | $933.31M | $45.72M | $0.44 | $69.43M |
| Q2 '25 | 2025-03-31 | $883.15M | $39.21M | $0.38 | $51.06M |
| Q1 '25 | 2024-12-31 | $937.89M | $61.01M | $0.58 | $33.46M |
| Q4 '24 | 2024-09-30 | $935.03M | $48.06M | $0.45 | $110.67M |
| Q3 '24 | 2024-06-30 | $942.34M | $37.72M | $0.36 | $47.90M |
| Q2 '24 | 2024-03-31 | $908.36M | $29.24M | $0.27 | $36.94M |
| Q1 '24 | 2023-12-31 | $931.30M | $38.39M | $0.35 | $51.02M |
| Q4 '23 | 2023-09-30 | $921.36M | $42.58M | $0.39 | $116.54M |
Q3 2026 • period ending 2026-06-30 • filed 2026-08-03
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
10.15
P/B
2.25
P/S
0.53
EV/EBITDA
5.88
EV/Sales
0.69
ROE
22.1%
ROA
6.7%
Div Yield
0.00%
FCF Yield
18.79%
Debt/Equity
0.92
Current Ratio
—
Market Cap
$1.96B
as of 2026-11-09
SBH vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| ULTA Ulta Beauty, Inc. Common Stock | $27.6B | 24.2 | +11.2% | +7.3% | 80 |
| ATR AptarGroup, Inc. | $9.0B | 35.0 | +9.0% | +17.6% | 31 |
| VSXY Victorias Secret & Co. | $8.6B | 26.3 | — | +41.8% | 55 |
| BBWI Bath & Body Works, Inc. | $4.3B | 5.7 | −2.2% | +4.9% | 71 |
| ASO Academy Sports and Outdoors, Inc. | $4.1B | 12.6 | +3.8% | +36.5% | 72 |
| AEO American Eagle Outfitters | $3.3B | 13.4 | +7.2% | −17.5% | 61 |
| KSS Kohls Corporation | $2.6B | 10.8 | −2.9% | +16.8% | 85 |
| SBH Sally Beauty Holdings, Inc. | $1.7B | 10.2 | +1.1% | +34.5% | 46 |
| HNST The Honest Company, Inc. Common Stock | $511M | 7.7 | −12.8% | +98.1% | 18 |
| Peer median | $4.2B | 13.0 | +3.8% | +17.2% | 66 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
18.22M
SI % of Float
19.87%
Days to Cover
12.22
Short Vol Ratio
63.0%
Free Float
91.68M
Float %
97.9%
Short interest 2026-10-15 • Short volume 2026-11-09 • Float 2026-10-08