Bath & Body Works vs Sally Beauty
BBWI and SBH side by side, both in miscellaneous retail. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How BBWI and SBH compare
Bath & Body Works is the larger company, worth 2.4 times as much as Sally Beauty ($4.3B against $1.8B).
On earnings, Bath & Body Works is cheaper: it trades at 5.5× trailing earnings, against 9.4× for Sally Beauty.
Sally Beauty grew revenue faster over the last twelve months (0.90% versus −2.2% for Bath & Body Works).
Bath & Body Works keeps more of each dollar of sales as profit, with a net margin of 10.8% compared with 5.4% at Sally Beauty.
Bath & Body Works pays a dividend yielding 3.8%; Sally Beauty does not pay one.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | BBWI | SBH |
|---|---|---|
| Size and price | ||
| Market cap | $4.3B | $1.8B |
| Share price | $21.08 | $18.96 |
| Change, 1 year | −4.0% | 29.2% |
| Change, 5 years | −72.4% | −7.4% |
| Beta (5Y) | 1.24 | 1.10 |
| Employees | 61K | 27K |
| StockData Score | ||
| Total score | 14 | 14 |
| Valuation score | 5 (better) | 4 |
| Growth score | 2 | 2 |
| Performance score | 2 | 5 (better) |
| Health score | 2 | 3 (better) |
| Dividend score | 3 (better) | 0 |
| Valuation | ||
| P/E | 5.5× (better) | 9.4× |
| P/S | 0.6× | 0.5× (better) |
| P/B | – | 2.0× |
| EV/EBITDA | 5.9× | 5.6× (better) |
| P/FCF | 4.1× (better) | 8.4× |
| PEG | – | 1.53 |
| FCF yield | 24.3% (better) | 11.8% |
| Fair value | $44.13 | $25.19 |
| Margin of safety | 52.2% (better) | 24.7% |
| Growth | ||
| Revenue growth (TTM) | −2.2% | 0.90% (better) |
| Revenue growth, 5Y average | 2.5% (better) | −0.74% |
| Net income growth (TTM) | 7.3% (better) | 2.1% |
| EPS growth (TTM) | 13.3% (better) | 6.9% |
| EPS growth, 5Y average | 0.72% (better) | −0.77% |
| Profitability | ||
| Gross margin | 44.1% | 52.0% (better) |
| Operating margin | 16.7% (better) | 8.7% |
| Net margin | 10.8% (better) | 5.4% |
| FCF margin | 14.3% (better) | 5.6% |
| Return on equity | – | 23.8% |
| Return on invested capital | 51.9% (better) | 16.0% |
| Financial health | ||
| Debt / equity | – | 0.89 |
| Net debt / EBITDA | 2.34 | 1.47 (better) |
| Interest coverage | 4.5× | – |
| Current ratio | 1.20 | 2.37 (better) |
| Altman Z-score | 2.33 | 2.98 (better) |
| Piotroski F-score | 6 | 8 (better) |
| Dividends and buybacks | ||
| Dividend yield | 3.8% | – |
| Payout ratio | 20.7% | – |
| Years of dividend growth | 0 | – |
| Dividend growth, 5Y average | 21.7% | – |
| Buyback yield | 3.5% | 6.4% (better) |
| Shareholder yield | 7.3% (better) | 6.4% |
| Ownership | ||
| Held by institutions | 103% | 111% |
| Held by insiders | 0.92% | 1.4% |
| Insider net buying, 12 months | −$14 (better) | −$1.9M |
| Short interest, % of float | 7.7% | 19.8% |
Go deeper
- BBWI stock overview
- BBWI income statement
- BBWI valuation and score
- SBH stock overview
- SBH income statement
- SBH valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.