COMP <GO>
SBH vs V // RETURN ON INVESTED CAPITAL (ROIC)
Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: SBH 4
— V 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SBH
SBH — Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) SUPERIOR
ROARABLE B+ • RQD 79/100
LAST: $18.23 (+4.71%) • MKT CAP: $1.71B
roic
38.90%
LAST: $410.54 (+2.48%) • MKT CAP: $733.53B
roic
32.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SBH VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SBH | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 51.60% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 38.90% | 32.30% | +6.60 | SBH | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.7x | 28.9x | -25.20 | SBH | /valuation <GO> |
| Free Cash Flow Yield | 10.12% | 2.90% | +7.22 | SBH | /fcf-yield <GO> |
| Operating Margin | 8.90% | 60.00% | -51.10 | V | /operating-margins <GO> |
| Net Profit Margin | 5.30% | 50.10% | -44.80 | V | /net-margins <GO> |
| Revenue Growth (YoY) | -0.40% | 11.30% | -11.70 | V | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.63% | -0.63 | V | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.95 | 9.09 | -6.14 | V | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.8 | 65.6 | -1.77 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.06 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 8.1x | 34.0x | -25.90 | SBH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.71B | $733.53B | -$731.83B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SBH REV | V REV | SBH GROSS % | V GROSS % | SBH FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.70B | $40.00B | 51.6% | — | $172.7M | $21.26B |
| FY 2024 | $3.72B | $35.93B | 50.9% | — | $145.4M | $18.33B |
| FY 2023 | $3.73B | $32.65B | — | — | $249.3M | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SBH // BETA —
V // BETA 1.06