Does SBH pay a dividend and is it safe?

Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) (SBH) offers a 0% cash dividend yield ($0.00 annualized) and 1.8% total shareholder yield including buybacks. Roarable rates its payout coverage as REINVESTING IN GROWTH + BUYBACKS.

Stock Ratings / Consumer Discretionary / SBH / dividends

EZPW (63) ARHS (75) REAL (40) SVV (42) ⌘ Pro Terminal →

Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) (SBH) Dividend Safety Gauge & 10-Year DRIP Compounder

$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 (51.6% gross 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.

ROARABLE B+ • BUY Cap $1.70B

📤 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 2026-11-03, 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 $1.70B). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 17/20, SEC Balance-Sheet Forensics 14/20, FRED Macro Regime Fit 13/20, and Executive Insider Alignment 18/20. Across 1009 tracked Consumer Discretionary issuers, SBH ranks #39 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 (63/100 RQD, P/E 16.3x, ROIC 10.5%, cap $1.73B) and ARHS (Arhaus Inc. (Class A)) posts a B grade (75/100 RQD, P/E 26.8x, ROIC 42.6%, cap $1.76B). 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 (51.6% gross 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: ±7.4%

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 (±7.4% realized swing band)

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

Macro rate sensitivity & RSI-14 (63.3) create a -7 pt regime headwind

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

Q1 (-3Q)

Grade B$15.90+7.2% Next Q

Q2 (-2Q)

Grade B$17.05+0.8% Next Q

Q3 (-1Q)

Grade B+$17.18+5.6% 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 ($16.59) or 200D SMA ($15.08) 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 →

CASH DIVIDEND + BUYBACK YIELD

1.8% Total Yield

0% Cash ($0.00/yr) + 1.8% Buybacks

PAYOUT SAFETY SPEEDOMETER

74/100 • REINVESTING IN GROWTH + BUYBACKS

FREE CASH FLOW PAYOUT RATIO

0% (100% Reinvested)

Retains cash flow for R&D and share repurchases

INTERACTIVE DRIP & SHAREHOLDER-YIELD COMPOUNDER (5.5% EST. ANNUAL)

$10,000 Compounded Over 10 Years → $17,081

Est. Year-10 Shareholder Yield: $307/yr

Starting Investment: $10,000

Compounding Horizon: 10 Years

$10.6K

Yr 1

$11.1K

Yr 2

$11.7K

Yr 3

$12.4K

Yr 4

$13.1K

Yr 5

$13.8K

Yr 6

$14.5K

Yr 7

$15.3K

Yr 8

$16.2K

Yr 9

$17.1K

Yr 10

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Cash-Flow & Quality Compounder Desk

Cash-Fortress Compounders: Auditing Free Cash Flow & Yield Safety in SBH & A-Rated Leaders

✓12-month Bull/Base/Bear fair-value walkthrough on SBH and its top sector peer
✓Top Roarable A-Rated cash compounders with verified executive & 13F accumulation
✓Includes nightly RQD rating-change & forensic signal 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%⚡ TESTING RESISTANCE

2026-11-03O $18.23H $18.23L $18.15C $18.15VOL 1.51M

RES: $18.52SUP: $16.18SMA50: $16.59SMA200: $15.08

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

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

Reverse-DCF Expectations Hurdle

-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

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 #39 of 1009 ⚔️ EZPW vs SBH Full Matrix →

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

Industry: Other Specialty Stores (42 Tracked Issuers)

Across 1009 tracked Consumer Discretionary securities in the Roarable RQD universe, Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) (SBH) ranks #39 by composite RQD confidence (78/100, grade B+) and #438 by equity capitalization ($1.70B). 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%	$1.70B	Benchmark Subject
EZPW EZCORP Inc. Class A Non Voting	C	63/100	16.3x	58.5%	10.5%	-3.43%	$1.73B	/ezpw-vs-sbh →
ARHS Arhaus Inc. (Class A)	B	75/100	26.8x	38.9%	42.6%	-2.05%	$1.76B	/arhs-vs-sbh →
REAL The RealReal Inc.	D-	40/100	—	74.6%	-27.4%	+5.37%	$1.49B	/real-vs-sbh →
SVV Savers Value Village Inc.	D-	42/100	64.5x	—	9.3%	-1.59%	$1.44B	/svv-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 +9.40% above its 50-day simple moving average ($16.59) and +20.36% above its 200-day simple moving average ($15.08). Across its 52-week range of $11.54 to $18.48, SBH sits at the 95.2% percentile with a 14-day RSI of 63.3 (BULLISH MOMENTUM) and an implied next-earnings move of ±7.4% ($16.81 to $19.49).

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+) ✓ SEC XBRL & RQD VERIFIED

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

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit

Updated: 2025-09-30

1. Roarable Rating Brief: What This Means to a Prospective Investor

Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) (SBH) earns a live Roarable RQD composite score of 78/100, corresponding to a B+ letter grade (Roarable Buy) at a spot price of $18.15 (-0.44% 1D, market capitalization $1.70B).

Fundamental Cash Engine (16/20): Anchored by return on invested capital (ROIC) of 38.9%, gross margin of 51.6%, operating margin of 8.9%, and free cash flow yield of 10.12%.
Whale 13F & Options Flow (17/20) + Insider Conviction (18/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
Macro Regime Fit (13/20) + Forensic Balance Sheet (14/20): Incorporates a 1.00x equity beta, Altman Z-Score of 2.95, Piotroski F-Score of 7/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

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.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-09-30), Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) (SBH) reported $3.70B in annual revenue (up from $3.72B in FY2024, -0.4% YoY) and $195.9M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($3.73B revenue, $184.6M net income) through FY2025, SBH scaled operating cash flow to $274.8M and free cash flow to $172.7M, backed by $2.85B in total assets against $0 in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

🐂 Primary Bull Case (B+ • RQD 78/100): Strong cash generator (51.6% gross margin)—profits are backed by real money, not accounting tricks. Big institutional funds and options desks are actively positioning on the bullish side. With Fundamental Cash Engine at 16/20 and Institutional Whale Flow at 17/20, sustained execution supports upside toward the upper end of the $11.54 – $18.48 52-week range.
🐻 Primary Bear Case & Valuation Risk: Broader market pullbacks can still drag down strong stocks in the short run. Investors must weigh 8.7x trailing P/E and 3.7x EV/EBITDA against 8.9% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Operating in Other Specialty Stores (Consumer Discretionary), SBH carries a macro regime beta of 1.00 and gross margin of 51.6%.

Key Question #1: Can SBH sustain or expand its 8.9% operating margin and 38.9% ROIC against Other Specialty Stores peers over the next 4 quarters?
Key Question #2: Following FY2025 revenue of $3.70B and free cash flow of $172.7M, how will capital allocation balance growth reinvestment against $0 in total debt?
Key Question #3: How sensitive is SBH's 8.1x forward P/E multiple to Consumer Discretionary capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

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 • 2d 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 • 4d 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 • 5d 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 • 11d ago

What Does Sherwin-Williams Offer That IFF Does Not?

For questions about this article or underlying research, email help@trefis.com.

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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

Clean beauty, innovation and digital shopping are reshaping the industry. Explore how ELF, EL and ULTA are adapting to changing consumer preferences.

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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

MA MacroHawk_NYC RQD DEBATE OPENER • Cross-Asset Macro Desk 🐂 BULLISH 🎯 Target: $22.32 (+23.0%)

📌 Pinned Debate

Per the RQD rating, a 38.9% ROIC and 10.12% FCF yield sit alongside a single-digit P/E of 8.7, suggesting strong cash generation at a l

The street is overcomplicating Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) (SBH). Per the RQD rating, a 38.9% ROIC and 10.12% FCF yield sit alongside a single-digit P/E of 8.7, suggesting strong cash generation at a low reported multiple.. With an RQD score of 78/100 (B+) and Forensic Balance Sheet at 14/20, any positive earnings surprise or guidance raise forces underweight funds to chase above $19.60.

SectorRotator 🐂 BULL

@MacroHawk_NYC Agree on the RQD 78/100 quality, though with 1.0 beta I'm scaling in with half-size at $18.15 and keeping dry powder in case we test $16.88.

SK SkepticalCFA RQD DEBATE OPENER • Fundamental Contrarian 🐻 BEARISH 🎯 Target: $14.34 (-21.0%)

Spot @ $18.15

Revenue was essentially flat across FY 2023–FY 2025 ($3.73B to $3.70B) and Beta is 1.0, leaving growth and macro sensitivity as unr

Sitting on the sidelines or leaning short SBH above $18.15. Revenue was essentially flat across FY 2023–FY 2025 ($3.73B to $3.70B) and Beta is 1.0, leaving growth and macro sensitivity as unresolved concerns.. Until Fundamental Cash Engine (16/20) and FCF yield (10.12%) inflect higher, upside is capped near $18.48.