Sally Beauty Holdings Stock Buy Hold or Sell Recommendation
| SBH Stock | USD 14.14 0.08 0.56% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Sally Beauty Holdings is 'Strong Hold'. The recommendation algorithm takes into account all of Sally Beauty's available fundamental, technical, and predictive indicators you will find on this site.
Check out Sally Beauty Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as Sally and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Sally Beauty Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics.
Sally |
Execute Sally Beauty Buy or Sell Advice
The Sally recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Sally Beauty Holdings. Macroaxis does not own or have any residual interests in Sally Beauty Holdings or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Sally Beauty's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Insignificant | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Sally Beauty Trading Alerts and Improvement Suggestions
| Sally Beauty is unlikely to experience financial distress in the next 2 years | |
| Over 99.0% of the company shares are owned by institutional investors | |
| Latest headline from investing.com: Sally Beauty SVP sells 195,615 in stock |
Sally Beauty Returns Distribution Density
The distribution of Sally Beauty's historical returns is an attempt to chart the uncertainty of Sally Beauty's future price movements. The chart of the probability distribution of Sally Beauty daily returns describes the distribution of returns around its average expected value. We use Sally Beauty Holdings price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Sally Beauty returns is essential to provide solid investment advice for Sally Beauty.
| Mean Return | 0.16 | Value At Risk | -2.78 | Potential Upside | 4.86 | Standard Deviation | 2.64 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Sally Beauty historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Sally Stock Institutional Investors
| Shares | Geode Capital Management, Llc | 2024-09-30 | 2.4 M | Polaris Capital Management, Llc | 2024-09-30 | 2.4 M | D. E. Shaw & Co Lp | 2024-09-30 | 2.2 M | Jupiter Asset Management Limited | 2024-09-30 | 2.1 M | Wasatch Advisors Lp | 2024-09-30 | 2.1 M | Goldman Sachs Group Inc | 2024-06-30 | 1.6 M | Northern Trust Corp | 2024-09-30 | 1.3 M | Marshall Wace Asset Management Ltd | 2024-06-30 | 1.1 M | Bank Of New York Mellon Corp | 2024-06-30 | 985.5 K | Blackrock Inc | 2024-06-30 | 16.3 M | Fmr Inc | 2024-09-30 | 15.4 M |
Sally Beauty Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | 149.8M | (52.3M) | (96.2M) | (21.5M) | (54.6M) | (51.9M) | |
| Change In Cash | 442.7M | (113.2M) | (330.4M) | 52.4M | (15.0M) | (14.3M) | |
| Free Cash Flow | 316.0M | 308.0M | 57.3M | 158.6M | 246.5M | 210.3M | |
| Depreciation | 106.8M | 102.2M | 99.9M | 102.4M | 109.7M | 84.7M | |
| Other Non Cash Items | 7.7M | 8.8M | 44.8M | 8.4M | (33.8M) | (32.1M) | |
| Dividends Paid | 2.2M | 2.8M | 6.9M | 717K | 645.3K | 613.0K | |
| Capital Expenditures | 110.9M | 73.9M | 99.3M | 90.7M | 101.2M | 85.3M | |
| Net Income | 113.2M | 239.9M | 183.6M | 184.6M | 153.4M | 195.3M | |
| End Period Cash Flow | 514.2M | 401.0M | 70.6M | 123.0M | 108.0M | 133.9M | |
| Change To Netincome | 25.7M | 8.9M | 33.8M | 31.2M | 35.9M | 24.5M | |
| Net Borrowings | 198.3M | (423.5M) | (250.3M) | (81.2M) | (73.1M) | (76.7M) | |
| Investments | (123.8M) | (76.0M) | (102.4M) | (99.8M) | (108.9M) | (114.4M) |
Sally Beauty Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Sally Beauty or Specialty Retail sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Sally Beauty's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Sally stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.0056 | |
β | Beta against Dow Jones | 1.27 | |
σ | Overall volatility | 2.69 | |
Ir | Information ratio | 0.01 |
Sally Beauty Volatility Alert
Sally Beauty Holdings has relatively low volatility with skewness of 1.56 and kurtosis of 3.38. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Sally Beauty's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Sally Beauty's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Sally Beauty Fundamentals Vs Peers
Comparing Sally Beauty's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Sally Beauty's direct or indirect competition across all of the common fundamentals between Sally Beauty and the related equities. This way, we can detect undervalued stocks with similar characteristics as Sally Beauty or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Sally Beauty's fundamental indicators could also be used in its relative valuation, which is a method of valuing Sally Beauty by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Sally Beauty to competition |
| Fundamentals | Sally Beauty | Peer Average |
| Return On Equity | 0.28 | -0.31 |
| Return On Asset | 0.0642 | -0.14 |
| Profit Margin | 0.04 % | (1.27) % |
| Operating Margin | 0.08 % | (5.51) % |
| Current Valuation | 2.93 B | 16.62 B |
| Shares Outstanding | 101.88 M | 571.82 M |
| Shares Owned By Insiders | 1.50 % | 10.09 % |
| Shares Owned By Institutions | 98.50 % | 39.21 % |
| Number Of Shares Shorted | 11.55 M | 4.71 M |
| Price To Earning | 11.54 X | 28.72 X |
| Price To Book | 2.28 X | 9.51 X |
| Price To Sales | 0.39 X | 11.42 X |
| Revenue | 3.72 B | 9.43 B |
| Gross Profit | 1.89 B | 27.38 B |
| EBITDA | 282.73 M | 3.9 B |
| Net Income | 153.41 M | 570.98 M |
| Cash And Equivalents | 70.56 M | 2.7 B |
| Cash Per Share | 0.95 X | 5.01 X |
| Total Debt | 1.6 B | 5.32 B |
| Debt To Equity | 6.19 % | 48.70 % |
| Current Ratio | 1.60 X | 2.16 X |
| Book Value Per Share | 5.63 X | 1.93 K |
| Cash Flow From Operations | 246.53 M | 971.22 M |
| Short Ratio | 12.46 X | 4.00 X |
| Earnings Per Share | 1.43 X | 3.12 X |
| Price To Earnings To Growth | 1.63 X | 4.89 X |
| Target Price | 14.6 | |
| Number Of Employees | 13 K | 18.84 K |
| Beta | 1.53 | -0.15 |
| Market Capitalization | 1.45 B | 19.03 B |
| Total Asset | 2.09 B | 29.47 B |
| Retained Earnings | 740.68 M | 9.33 B |
| Working Capital | 712.64 M | 1.48 B |
Note: Acquisition by Mary Edwards of 1775 shares of Sally Beauty subject to Rule 16b-3 [view details]
Sally Beauty Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Sally . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 92475.36 | |||
| Daily Balance Of Power | (0.12) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 14.45 | |||
| Day Typical Price | 14.35 | |||
| Price Action Indicator | (0.35) | |||
| Period Momentum Indicator | (0.08) | |||
| Relative Strength Index | 44.24 |
About Sally Beauty Buy or Sell Advice
When is the right time to buy or sell Sally Beauty Holdings? Buying financial instruments such as Sally Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out Sally Beauty Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
Is Other Specialty Retail space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Sally Beauty. If investors know Sally will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Sally Beauty listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.22) | Earnings Share 1.43 | Revenue Per Share 35.219 | Quarterly Revenue Growth 0.012 | Return On Assets 0.0642 |
The market value of Sally Beauty Holdings is measured differently than its book value, which is the value of Sally that is recorded on the company's balance sheet. Investors also form their own opinion of Sally Beauty's value that differs from its market value or its book value, called intrinsic value, which is Sally Beauty's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Sally Beauty's market value can be influenced by many factors that don't directly affect Sally Beauty's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Sally Beauty's value and its price as these two are different measures arrived at by different means. Investors typically determine if Sally Beauty is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sally Beauty's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.