Sally Beauty Holdings, Inc. (SBH)
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
QuarterlyIQ Insights · SBH
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-04. 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.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $17 SBH trades at 8.3× p/e, below its 15× p/e peer median. Our $32 fair value sits well above the price. We hold it with medium confidence: the peer anchor overstates how cheap it looks. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| dcf fcfe | 12M | $57.30 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $124.60 | — | — | Hist. CAGR | high |
| graham number | 12M | $20.11 | — | — | TTM | high |
| Peer EV/EBITDA | 12M | $38.09 | 10.4 | 4.45 | TTM | high |
| Peer P/FCF | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks cheaper than most peers in the same business.
Richer than its own typical valuation.
Trailing four: 2025-Q3, 2026-Q1, 2026-Q2, 2026-Q3
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $39.63 |
| 16.1 |
| 2.46 |
| TTM |
| high |
| Peer P/E | 12M | $34.00 | 15.3 | 2.23 | ntm analyst | high |
| Peer P/S | 12M | $31.27 | 0.8 | 38.09 | TTM | high |
| PEG | 12M | $35.01 | 17.3 | 2.02 | TTM | high |
| residual income | 12M | $13.80 | — | — | TTM | high |
| Own P/E history | 12M | $14.60 | 7.2 | 2.02 | TTM | high |
| triangulated | 12M | $31.71 | 15.1 | 2.10 | Triangulated | high |
| Peer P/FCF | 3Y | $60.28 | 16.1 | 3.75 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $34.28 | 15.3 | 2.25 | Analyst | medium |
| Peer P/S | 3Y | $31.86 | 0.8 | 38.81 | guidance | medium |
| PEG | 3Y | $38.92 | 17.3 | 2.25 | Analyst | medium |
| Own P/E history | 3Y | $16.23 | 7.2 | 2.25 | Analyst | medium |
| Peer P/FCF | 5Y | $79.71 | 16.1 | 4.96 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $34.48 | 15.3 | 2.26 | Analyst | medium |
| Peer P/S | 5Y | $32.05 | 0.8 | 39.04 | guidance | medium |
| PEG | 5Y | $39.15 | 17.3 | 2.26 | Analyst | medium |
| Own P/E history | 5Y | $16.33 | 7.2 | 2.26 | Analyst | medium |