SBHSally Beauty Holdings, Inc.
Retail-Retail Stores, NEC
- Revenue
- $3.7B
- 0.4% YoY
- Operating margin
- 8.9%
- 16% YoY
- EBITDA
- $428M
- 9.0% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 1.5×
- $630M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear140% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear20% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear19% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.9B | $3.8B | $3.7B | $3.7B | $3.7B | 0.4% |
| Operating income | $418M | $338M | $325M | $283M | $328M | 16% |
| Net income | $240M | $184M | $185M | $153M | $196M | 28% |
| Operating cash flow | $382M | $157M | $249M | $247M | $275M | 11% |
| Capex | $74M | $99M | $91M | $101M | $102M | 1.0% |
| Stock-based comp | $12M | $10M | $16M | $17M | $19M | 12% |
| Buybacks | — | $130M | $15M | $60M | $54M | 11% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.