Sally Beauty Holdings, Inc. (SBH)
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-10-29
$18.23+4.71%
Close 2026-10-29 · 1-day change
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-10-29
Research Workspace
Put SBH beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Maintain revenue growth trajectory near 2%: Comparison needs review.
View ThesisRevenue is growing steadily — about 1% over the past year.
View GrowthManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskSBH’s earnings yield above the sector supports the case for earnings at a low P/E multiple. Revenue growth slowed from 2.3% year over year to 0.2% in Q3 FY2026. Q3 non-GAAP earnings beat consensus by 3.8%. SBH trades at 9× P/E versus a 15× peer median and its own 8× historical multiple. The price reflects less growth than our forecast. The specific risk is revenue growth near 2%, though the comparison needs review. Our model puts the next-quarter miss probability at 30%. Peer multiples imply a price about 43% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. SBH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering SBH (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SBH Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Consumer Discretionary (broad) — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put SBH next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Partnership enhances brand visibility and growth potential.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Drive sustainable, profitable growth through strategic initiatives
Revenue miss indicates potential growth challenges.
Threatens: Maintain revenue growth trajectory
Online shift pressures retail could hinder revenue growth.
Advances: Maintain revenue growth trajectory
Highlights growth pillars supporting revenue growth.
