SBH
Sally BeautyANYSE / Consumer Discretionary Distribution & Retail
Last Price
At close
2026-07-18
Current thesis
The company-source bull case is based on Q1 fiscal 2026 rather than a new Q2 print: net sales increased 0.6%, consolidated comparable sales were flat, adjusted diluted EPS rose 12%, free cash flow was $57 million, inventory was down 2.7% versus a year ago, and net debt leverage ended at 1.5x [#IR-2026-02-09]. If the May 11 Q2 release confirms the Q2 guide and preserves full-year targets, the stock could regain some credibility against the packet's sparse $18.8 median target reference.
Posture
Constructive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta +0.3.
What can break
As of May 3, 2026, the expected post-earnings evidence gap is still open because the company scheduled second-quarter results for May 11, 2026; there is no fresh surprise, guidance update, management Q2 driver commentary, or post-print market reaction to underwrite a stronger thesis [#IR-2026-04-27].
Momentum
79
Value
70
Sentiment
41
Setup hits (3d)
— · Net —
AI TargetsBase $14.00 · Bull $16.50 · Bear $11.50
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-03 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net —
Target $16.40
Why
Momentum79 · Δ7d +12.4
Value70 · Δ7d +0.3
Sentiment41 · Δ7d -0.1
So what
Strength-led posture. Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
79
26% active weight
Current posture
7d trendSoftening
Δ7d
+12.4
Δ21d
+32.4
Value
70
39% active weight
Current posture
7d trendFlat
Δ7d
+0.3
Δ21d
+0.0
Sentiment
41
34% active weight
Current posture
7d trendFlat
Δ7d
-0.1
Δ21d
-3.8
Why this grade
Composite grade A. Momentum 78.9 / Value 70.0 / Sentiment 41.1
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$1.42B
Beta
1.15
Shares Out
95.41M
P/E (TTM)
7.9
P/S (TTM)
0.40
P/FCF (TTM)
8.49
Rev YoY
+2.3%
EPS YoY
+14.0%
Gross Margin
+51.8%
Op Margin
+8.8%
Net Debt
$1.41B
Current Ratio
2.34
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology

