Event-Driven Stocks

Sally Beauty Holdings, Inc.

SBH

Other · Large accelerated filer · SEC filings ↗ · Compare ⊕

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Signs5 good2 warningdetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$3.70B$3.72B$3.73B$3.82B$3.87B$3.51B
Operating income$327.8M$282.7M$325.0M$337.6M$418.4M$258.8M
Net income$195.9M$153.4M$184.6M$183.6M$239.9M$113.2M
Total assets$2.87B$2.79B$2.73B$2.58B$2.85B$2.90B
Total liabilities$2.08B$2.16B$2.22B$2.28B$2.57B$2.88B
Equity$794.2M$628.5M$508.7M$293.6M$280.7M$15.4M
EPS (diluted)$1.89$1.43$1.69$1.66$2.10$0.99
Shares out.97.5M101.9M106.3M107.0M113.0M112.8M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
8.9%
Net margin
5.3%
Return on equity
24.7%
Return on assets
6.8%
Return on capital (ROCE)
14.3%
Liabilities / assets
72.3%
Debt / equity
2.62×
Book value / share
$8.15
Revenue growth (YoY)
−0.4%
Net income growth (YoY)
27.7%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
3.85safe
Accruals / assets
2.7%clean
Beneish M-Score
-2.62normal
Piotroski F-Score
8/9strong

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
72
/ 100
Profitability 100Growth 50Catalyst 33Earnings quality 100Financial strength 75

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

2 warning5 good
  • Revenue declined year-over-year
  • High leverage (liabilities > 70% of assets)
  • Operating margin is positive
  • Strong return on equity (>15%)
  • Positive operating cash flow
  • Clean earnings (low accruals)
  • Altman Z″ in the safe zone

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 202618.6M9.4+0.6%
Apr 30, 202618.5M15.2+4.2%
Apr 15, 202617.8M14.0+1.2%
Mar 31, 202617.6M10.6-2.9%
Mar 13, 202618.1M13.1-0.4%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (2)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.