Sally Beauty Holdings Stock Buy Hold or Sell Recommendation
| SBH Stock | USD 10.73 0.13 1.23% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Sally Beauty Holdings is 'Hold'. Macroaxis provides Sally Beauty buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SBH positions. The advice algorithm takes into account all of Sally Beauty's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Sally Beauty's buy or sell advice are summarized below:
Real Value 10.3 | Target Price 11.8 | Hype Value 10.74 | Market Value 10.73 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Sally Beauty Holdings given historical horizon and risk tolerance towards Sally Beauty. When Macroaxis issues a 'buy' or 'sell' recommendation for Sally Beauty Holdings, the advice is generated through an automated system that utilizes algorithms and statistical models.
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
 |  |
Hold
Market Performance | Very Weak | Details | |
Volatility | Somewhat reliable | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Sally Beauty Trading Alerts and Improvement Suggestions
| Sally Beauty generated a negative expected return over the last 90 days | |
| Sally Beauty has high historical volatility and very poor performance | |
| Sally Beauty has a poor financial position based on the latest SEC disclosures | |
| Over 99.0% of the company shares are owned by institutional investors | |
| Latest headline from zacks.com: Sally Beauty Down 20 percent YTD Macroeconomic Headwinds Hurt |
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 | -0.09 | Value At Risk | -5.73 | Potential Upside | 4.64 | Standard Deviation | 3.13 |
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
Have you ever been surprised when a price of an equity instrument such as Sally Beauty is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Sally Beauty Holdings backward and forwards among themselves. Sally Beauty's institutional investor refers to the entity that pools money to purchase Sally Beauty's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Polaris Capital Management, Llc | 2023-12-31 | 2.7 M | Fisher Asset Management, Llc | 2023-12-31 | 2.7 M | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 2.5 M | Geode Capital Management, Llc | 2023-12-31 | 2.3 M | Charles Schwab Investment Management Inc | 2023-12-31 | 2.2 M | Dimensional Fund Advisors, Inc. | 2023-12-31 | 2 M | Goldman Sachs Group Inc | 2023-12-31 | 2 M | Northern Trust Corp | 2023-12-31 | 1.4 M | Principal Financial Group Inc | 2023-12-31 | 1.4 M | Blackrock Inc | 2023-12-31 | 17.5 M | Fmr Inc | 2023-12-31 | 16 M |
Sally Beauty Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | 149.8M | (52.3M) | (96.2M) | (21.5M) | (19.4M) | (20.3M) | |
| Change In Cash | 442.7M | (113.2M) | (330.4M) | 52.4M | 47.2M | 49.6M | |
| Free Cash Flow | 316.0M | 308.0M | 57.3M | 158.6M | 182.4M | 207.2M | |
| Depreciation | 106.8M | 102.2M | 99.9M | 102.4M | 117.8M | 82.9M | |
| Other Non Cash Items | 7.7M | 8.8M | 44.8M | 8.4M | 9.7M | 11.2M | |
| Dividends Paid | 2.2M | 2.8M | 6.9M | 717K | 645.3K | 613.0K | |
| Capital Expenditures | 110.9M | 73.9M | 99.3M | 90.7M | 104.4M | 84.0M | |
| Net Income | 113.2M | 239.9M | 183.6M | 184.6M | 212.3M | 196.6M | |
| End Period Cash Flow | 514.2M | 401.0M | 70.6M | 123.0M | 141.5M | 134.7M | |
| 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) | (114.7M) | (120.5M) |
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 NYSE Composite | -0.31 | |
β | Beta against NYSE Composite | 2.59 | |
σ | Overall volatility | 3.18 | |
Ir | Information ratio | -0.06 |
Sally Beauty Volatility Alert
Sally Beauty Holdings exhibits very low volatility with skewness of -0.42 and kurtosis of 0.57. 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 | 0.38 | -0.31 |
| Return On Asset | 0.0723 | -0.14 |
| Profit Margin | 0.05 % | (1.27) % |
| Operating Margin | 0.07 % | (5.51) % |
| Current Valuation | 2.66 B | 16.62 B |
| Shares Outstanding | 104.88 M | 571.82 M |
| Shares Owned By Insiders | 1.45 % | 10.09 % |
| Shares Owned By Institutions | 98.55 % | 39.21 % |
| Number Of Shares Shorted | 12.87 M | 4.71 M |
| Price To Earning | 11.54 X | 28.72 X |
| Price To Book | 2.12 X | 9.51 X |
| Price To Sales | 0.31 X | 11.42 X |
| Revenue | 3.73 B | 9.43 B |
| Gross Profit | 1.89 B | 27.38 B |
| EBITDA | 342.23 M | 3.9 B |
| Net Income | 184.6 M | 570.98 M |
| Cash And Equivalents | 70.56 M | 2.7 B |
| Cash Per Share | 0.95 X | 5.01 X |
| Total Debt | 1.68 B | 5.32 B |
| Debt To Equity | 6.19 % | 48.70 % |
| Current Ratio | 1.60 X | 2.16 X |
| Book Value Per Share | 5.16 X | 1.93 K |
| Cash Flow From Operations | 249.31 M | 971.22 M |
| Short Ratio | 8.57 X | 4.00 X |
| Earnings Per Share | 1.58 X | 3.12 X |
| Price To Earnings To Growth | 1.63 X | 4.89 X |
| Target Price | 12.0 | |
| Number Of Employees | 13 K | 18.84 K |
| Beta | 1.48 | -0.15 |
| Market Capitalization | 1.13 B | 19.03 B |
| Total Asset | 2.73 B | 29.47 B |
| Retained Earnings | 624.77 M | 9.33 B |
| Working Capital | 648.74 M | 1.48 B |
Note: Acquisition by Denise Paulonis of 40709 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.
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.| 2021 | 2022 | 2023 | 2024 (projected) | Other Current Liabilities | 147.0M | 147.5M | 169.6M | 168.9M | Short and Long Term Debt Total | 1.7B | 1.7B | 1.9B | 1.6B |
Use Investing Ideas to Build Portfolios
In addition to having Sally Beauty in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Real Estate Thematic Idea Now
Real Estate
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Real Estate theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Real Estate Theme or any other thematic opportunities.
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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. Note that the Sally Beauty Holdings information on this page should be used as a complementary analysis to other Sally Beauty's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.
Complementary Tools for Sally Stock analysis
When running Sally Beauty's price analysis, check to measure Sally Beauty's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sally Beauty is operating at the current time. Most of Sally Beauty's value examination focuses on studying past and present price action to predict the probability of Sally Beauty's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sally Beauty's price. Additionally, you may evaluate how the addition of Sally Beauty to your portfolios can decrease your overall portfolio volatility.
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| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |
Is Sally Beauty's industry 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 (0.24) | Earnings Share 1.58 | Revenue Per Share 34.591 | Quarterly Revenue Growth (0.03) | Return On Assets 0.0723 |
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.