Stock Ratings / Consumer Discretionary / SBH

EZPW (64) ARHS (75) SVV (46) REAL (39) ⌘ Pro Terminal →

Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) (SBH) — RQD Stock Rating Cockpit

$18.15 -0.44% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $18.18

Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) (SBH) earns a Roarable Rating of B+ (Buy) with 78/100 RQD Confidence. High-quality cash engine (52% profit margin, 39% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

📊 Historical Track Record: Scores of 78/100 (B+) historically ranked in the Top 10% of excess returns over the next 90 days (+7.9% avg 90D alpha vs SPY • 70.6% hit rate) →

ROARABLE B+ • BUY Cap $1.71B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on SBH Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is SBH stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) (NYSE: SBH) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 78/100 at a spot price of $18.15 (-0.44% 1D, market cap $1.71B). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 17/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 13/20, and SEC Balance-Sheet Forensics 18/20. Across 1011 tracked Consumer Discretionary issuers, SBH ranks #41 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does SBH compare to EZPW and ARHS in the Consumer Discretionary sector?

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Within the Consumer Discretionary sector (Other Specialty Stores), SBH carries a Roarable B+ (78/100 RQD), trailing P/E of 8.7x, gross margin of 51.6%, and ROIC of 38.9%. By comparison, EZPW (EZCORP Inc. Class A Non Voting) holds a C grade (64/100 RQD, P/E 16.3x, ROIC 10.5%, cap $1.79B) and ARHS (Arhaus Inc. (Class A)) posts a B grade (75/100 RQD, P/E 26.8x, ROIC 42.6%, cap $1.80B). Among the 5-stock peer group, SBH leads on earnings multiple (8.7x) while ARHS leads on capital efficiency (42.6% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for SBH?

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Per SBH's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-09-30, CIK 0001368458), Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) generated $3.70B in revenue (-0.4% YoY), $195.9M in net income, and $172.7M in free cash flow against $2.85B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (52% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $18.18 (+0.16%)🧬 Cannibal Buyback (-2.92% YoY Shares)⚙️ Cash Engine: 16/20 (B+) • 4.7% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 78/100 (B+) historically ranked in the Top 10% of excess returns over the next 90 days (+7.9% avg 90D alpha vs SPY • 70.6% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERBUY • B+

3-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw A- · Rk C+

Each axis scored 0–20

12M PRICE TARGET CONE+9% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for SBH)Realized 20D OHLCV Swing Band: ±7.7%

Deterministic 5-Pillar Attribution (78/100 Composite)

🔍 WHY SBH SCORES 78/100 (B+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Insider Conviction & Share Dilution+18/20 pts (23% of score)

SEC Form 4 / 13F Thermometer: 86% Net Buy • Cannibal Buyback (-2.92% YoY Shares)

▲ #2 Bullish Driver: Whale & Options Positioning+17/20 pts (22% of score)

20D Institutional Volume Accumulation (±7.7% realized swing band)

▼ #1 Drag / Risk Factor: Macro Regime Fit13/20 pts (-7 pt drag)

Macro rate sensitivity & RSI-14 (64.5) create a -7 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade B$15.63+5.3% Next Q

Q2 (-2Q)

Grade B$16.46+5.9% Next Q

Q3 (-1Q)

Grade B+$17.43+4.1% Next Q

Current

Grade B+$18.15+7.9% Hist 90D α

Trajectory: B (70) → B+ (78)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the SBH Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 78/100 (B+) score, SBH faces multiple-compression risk if 8.7x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.92% YoY Shares) — any gross margin slip below 49.1% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($16.56) or 200D SMA ($15.06) invalidates the momentum regime and cuts Target Base ($19.78) toward Bear Floor ($14.88).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $SBH• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “SBH Beats Next Quarter EPS Consensus (Dec 29, 2026) & Holds Above 200D SMA”

YES 78%NO 22%Trade / Inspect Odds →

RSI-14 MOMENTUMBULLISH MOMENTUM

64.530 Oversold · 70 Hot

ALTMAN-Z SHIELDWATCH ZONE (1.8–3.0)

2.95>3.0 Fortress Safe

PIOTROSKI F-SCOREHIGH QUALITY (7–9)

7 / 99-Pt Accounting

52-WEEK LASER RANGE95% OF RANGE

L: $12$18.15H: $18

1. Money & Cash Health● HEALTHY

Are profits real cash in the bank?

Real cash coming in backs up reported profits (52% profit margin and healthy balance-sheet cushion).

Factor Grade: B+RQD 16 / 20

2. Big Money & Insiders● BUYING

Are whales & executives buying or selling?

Hedge funds and options traders are leaning bullish, showing strong institutional appetite.

Factor Grade: ARQD 35 / 40

3. Hidden Risks & Market Weather● WATCH

SEC fine-print scan & interest-rate fit

No major SEC filing blowups, though current interest rates and Fed liquidity call for normal position sizing.

Factor Grade: C+RQD 27 / 40

MULTI-MODEL JEV QUANT JURY DELIBERATION

3-of-3 JEV AI Jury Bullish on SBH

Cash & Moat Bull AI

ROIC & Free Cash Flow Model

BULLISH (80)

38.9% ROIC with 51.6% gross margin and 10.12% FCF yield.

SEC Forensic Auditor AI

10-K Accruals & Altman-Z Guard

BULLISH (70)

Altman-Z 2.95 and Piotroski 7/9 pass balance-sheet audit.

Whale & Macro Hawk AI

Options Skew, 13F & Fed NetLiq

BULLISH (80)

35/40 institutional & smart-money positioning score with 13/20 macro alignment.

Bull Case: Why Buyers Like SBH

✓Strong cash generator (52% profit margin)—profits are backed by real money, not accounting tricks.
✓Big institutional funds and options desks are actively positioning on the bullish side.
✓Company leadership has skin in the game with net positive insider conviction.

Bear Case: What Could Go Wrong

!Broader market pullbacks can still drag down strong stocks in the short run.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (SBH Tape Review)

✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
✓Forensic Red-Light accounting & dilution traps to review on your watchlist
✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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Join Founding VIP Waitlist (No Card Required) →$100K Arena

SBH // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +35.45%▲ ASCENDING CHANNEL

2026-11-02O $17.41H $18.23L $17.41C $18.15VOL 1.35M

RES: $20.38SUP: $16.14SMA50: $16.56SMA200: $15.06

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

SBH Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 SBH Butterfly Map → + Track SBH →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

-3.9%/yr Implied 5Y Growth

vs. -0.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on SBH today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for SBH. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for SBH today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (SBH)

Consumer Discretionary Rank #41 of 1011 ⚔️ EZPW vs SBH Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (SBH vs. EZPW, ARHS, SVV, REAL)

Industry: Other Specialty Stores (42 Tracked Issuers)

Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) (SBH) ranks #41 by composite RQD confidence (78/100, grade B+) and #439 by equity capitalization ($1.71B). Within this direct 5-issuer industry benchmark cohort, SBH leads on earnings valuation at 8.7x trailing P/E, while ARHS leads on capital efficiency and profitability with 42.6% ROIC and 38.9% gross margin. SBH currently leads its immediate peer cohort in composite quantitative strength at 78/100 (B+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
SBH ACTIVE Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.)	B+	78/100	8.7x	51.6%	38.9%	-0.44%	$1.71B	Benchmark Subject
EZPW EZCORP Inc. Class A Non Voting	C	64/100	16.3x	58.5%	10.5%	-3.43%	$1.79B	/ezpw-vs-sbh →
ARHS Arhaus Inc. (Class A)	B	75/100	26.8x	38.9%	42.6%	-2.05%	$1.80B	/arhs-vs-sbh →
SVV Savers Value Village Inc.	D	46/100	64.5x	—	9.3%	-1.59%	$1.46B	/svv-vs-sbh →
REAL The RealReal Inc.	D-	39/100	—	74.6%	-27.4%	+5.37%	$1.38B	/real-vs-sbh →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-09-30 • CIK 0001368458

In its most recent audited fiscal period (FY2025, filed 2025-09-30), Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) (SBH) reported GAAP revenue of $3.70B (-0.4% vs. FY2024 revenue of $3.72B , and -0.7% cumulative change since FY2023) , GAAP net income of $195.9M, operating cash flow of $274.8M, and free cash flow of $172.7M (+18.8% YoY). On the balance sheet, SBH closed FY2025 with $2.85B in total assets against $0 in total debt (Altman Z-Score: 2.95, Piotroski F-Score: 7/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-09-30	$3.70B	$195.9M	$274.8M	$172.7M	$2.85B	—
FY2024 (FY)	2024-09-30	$3.72B	$153.4M	$246.5M	$145.4M	$2.71B	—
FY2023 (FY)	2023-09-30	$3.73B	$184.6M	$249.3M	$249.3M	—	—

3. SBH Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is SBH stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does SBH compare to EZPW and ARHS in the Consumer Discretionary sector?

What are the biggest fundamental strengths and SEC risk factors for SBH?

Where is SBH trading relative to its 50-day, 200-day, and 52-week technical levels?

SBH last traded at $18.15 (-0.44% on volume of 1,507,620 shares), positioning the stock +9.60% above its 50-day simple moving average ($16.56) and +20.52% above its 200-day simple moving average ($15.06). Across its 52-week range of $11.54 to $18.48, SBH sits at the 95.2% percentile with a 14-day RSI of 64.5 (BULLISH MOMENTUM) and an implied next-earnings move of ±7.7% ($16.75 to $19.55).

SBH Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Should I buy, hold, or sell SBH stock right now?

Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) (SBH) currently earns a Roarable Rating of B+ (Buy — BUY) with 78/100 RQD Confidence. High-quality cash engine (52% profit margin, 39% return on capital) with steady institutional support.

What is SBH's 12-month price target and RQD AI Jury consensus?

SBH's 12-month base price target is $19.78 (range $14.88 to $23.34), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

Direct Sub-Reports: SBH RQD Cockpit SBH 12M Forecast SBH Earnings & Move SBH Dividends & DRIP SBH Insiders & 13F SBH Whale Options SBH Profit Sankey SBH News & Why

ROARABLE RATING BRIEF • RQD 78/100 (B+) ✓ STAGE-C NUMBER FIREWALL VERIFIED

SBH — Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.): What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:28:04Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, SBH scores 78 out of 100 and carries a letter grade of B+, labeled "Roarable Buy — Very Good Cash & Smart-Money Inflow." The five pillars are:

Fundamental Cash Engine (16 / 20): Per the RQD rating, this pillar reflects ROIC of 38.9% and an FCF yield of 10.12%. For a prospective investor, these figures indicate strong capital efficiency and cash generation relative to the reported price, which is the primary upside driver in this profile.
Whale 13F Flow (17 / 20): Per the RQD rating, this pillar reflects institutional accumulation and options positioning. The source data does not provide the underlying 13F detail, so the score cannot be traced to specific holders.
Insider Conviction (18 / 20): Per the RQD rating, this is the highest pillar and reflects SEC Form 4 and Congressional PTR cluster flow. The source data does not provide the underlying transactions, so the score cannot be independently verified here.
Macro Regime Fit (13 / 20): Per the RQD rating, this pillar reflects a Beta of 1.0 and sector sensitivity. A beta of 1.0 implies market-like volatility; the score suggests moderate rather than defensive macro alignment.
Forensic Balance Sheet (14 / 20): Per the RQD rating, this pillar reflects an Altman Z-Score of 2.95, a Piotroski F-Score of 7/9, and a Debt/Equity ratio of 0.5. These support a generally sound balance sheet, though the score is below the top pillars.

Investor implications: the rating points to cash-generation strength and insider/institutional signals as the main positives, with valuation (single-digit P/E) and macro sensitivity as the main tradeoffs to weigh. The rating is an analytical summary, not a recommendation to act.

Snapshot

Price	Market Cap	P/E (TTM)	Forward P/E	EV/EBITDA	EPS (TTM)	Dividend Yield	Beta	52-Wk Range	ROIC %
18.23	$1.71B	8.7	8.1	3.7	2.09	0%	1.0	$11.54 - $18.48	38.9%

Business

Per the company profile, Sally Beauty Holdings Inc. is a NYSE-listed issuer in the Consumer Discretionary sector, within the Other Specialty Stores industry. The profile identifies it as operating in this specialty retail category with a market capitalization of $1.7B. The source data does not describe its specific products, customer base, or revenue model beyond this classification.

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025	$3701.4M	$327.8M	$195.9M	N/A	$172.7M	$157.2M	N/A
FY 2024	$3717.0M	$282.7M	$153.4M	N/A	$145.4M	$105.5M	N/A
FY 2023	$3728.1M	$325.0M	$184.6M	N/A	$249.3M	N/A	N/A

Per the SEC financials, revenue was broadly flat across the three reported periods, while net income rose from $153.4M in FY 2024 to $195.9M in FY 2025. Per the market data, gross margin is 51.6%, operating margin 8.9%, and net margin 5.3%. Per the RQD rating, ROIC is 38.9%, the Altman Z-Score is 2.95, and the Piotroski F-Score is 7/9. Per the RQD rating, Debt/Equity is 0.5; the source data does not provide debt or cash-flow detail beyond the table above.

Open Questions

What drove the gap between the FY 2023 and FY 2025 FCF figures ($249.3M versus $172.7M), and is the trend expected to continue?
The source data does not report EPS or total debt for any period; what are the reported figures behind the 0.5 Debt/Equity ratio?
Which specific institutional holders and insider transactions underlie the 17/20 and 18/20 pillar scores?
What is the basis for the price move of 4.71% and the 52-week range position, and are there identifiable catalysts?
How does the company's FCF yield of 10.12% reconcile with its forward P/E of 8.1 and FY 2025 operating income?

SBH Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) (SBH) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to SBH Debate Forum (3) ↓

🟢 CATALYST Yahoo • 1d ago

Should Earnings Growth Outlook Require Action From Sally Beauty Holdings (SBH) Investors?

Sally Beauty Holdings recently saw its consensus EPS estimate for the upcoming report shift to $0.60, which is currently expected to be higher than the company’s year ago EPS. This updated profit outlook suggests investo

Read Full Source ↗

🟡 MARKET WIRE Yahoo • 3d ago

3 consumer stocks we think twice about

Retailers are adapting their business models as technology changes how people shop. One initiative that has proven effective is the expansion into e-commerce, which has helped the industry sustain its same-store sales gr

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🟢 CATALYST Yahoo • 3d ago

Arhaus, Inc. (ARHS) Surges 10.3%: Is This an Indication of Further Gains?

Arhaus, Inc. (ARHS) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

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🟢 CATALYST Yahoo • 4d ago

3 stocks under $50 that concern us

The $10-50 price range often includes mid-sized businesses with proven track records and plenty of growth runway ahead. They also usually carry less risk than penny stocks, though they’re not immune to volatility as many

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🟡 MARKET WIRE Yahoo • 5d ago

Sally Beauty Holdings Announces Conference Call and Webcast to Discuss Fourth Quarter and Full Year Financial Results on November 10, 2026

PLANO, Texas, October 28, 2026--Sally Beauty Holdings, Inc. (NYSE:SBH) (the "Company"), the leader in professional hair color, announced today that it will host a conference call and webcast on November 10, 2026, at 7:30

Read Full Source ↗

🟡 MARKET WIRE Yahoo • 10d ago

What Does Sherwin-Williams Offer That IFF Does Not?

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3 Value Stocks We Find Risky

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3 Beauty Stocks to Explore as Consumer Preferences Reshape the Market

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🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

SBH Bull vs. Bear Conversation Board — What's Your Call at $18.15?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON SBH 🐻 33% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk 🐂 BULLISH 🎯 Target: $21.51 (+18.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is SBH (B+ • RQD 78/100) a Buy at $18.23?

Welcome to the SBH (Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.)) Roar Pit. Current RQD Composite is 78/100 (Roarable Buy — Very Good Cash & Smart-Money Inflow) in Other Specialty Stores. Bulls point to capital efficiency (38.9% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

FO ForensicBear Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $14.77 (-19.0%)

Spot @ $18.23

Pump the brakes on SBH — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on SBH, but look at what you are paying: 8.7x trailing P/E with 51.6% gross margins. Unless Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

SI SiliconVal_Bull Verified K Arena Trader 🐂 BULLISH 🎯 Target: $22.24 (+22.0%)

Spot @ $18.23

SBH cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on SBH, the market is fixating on short-term headline noise in Other Specialty Stores and ignoring the balance sheet and cash flow trajectory. At $18.23 (52-wk range $11.54 - $18.48), any beat on forward guidance forces shorts and underweight funds to chase.