Sally Beauty Holdings (SBH) Return on Invested Capital [ROIC] (2010 - 2026)
Sally Beauty Holdings' Return on Invested Capital [ROIC] was 14.07% in fiscal Q3 2026 (quarter ended Jun 30, 2026), down 0.90 percentage points from 14.97% a year earlier but up 0.38 percentage points from the prior quarter.
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Analysis
Sally Beauty Holdings (SBH) Return on Invested Capital [ROIC] (2010 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Return on Invested Capital [ROIC] at Sally Beauty Holdings came in at 14.90%, up 1.72 percentage points from FY2024.
- Return on Invested Capital [ROIC] shows a five-year change of +3.96 percentage points (FY2020 to FY2025).
- In earlier fiscal years, Return on Invested Capital [ROIC] was 13.18% in FY2024 (-2.56 pp), 15.74% in FY2023 (-0.59 pp), 16.33% in FY2022 (-1.44 pp) and 17.77% in FY2021 (+6.83 pp).
- Quarterly Return on Invested Capital [ROIC] has moved between 12.88% (fiscal Q3 2024) and 19.39% (fiscal Q2 2022) over five years.
- Compared with a year earlier, Return on Invested Capital [ROIC] has declined for three straight quarters, with an average year-over-year change of +0.05 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Invested Capital [ROIC] over five years was fiscal Q4 2021 (a gain of 9.70 percentage points); the worst was fiscal Q3 2023 (a drop of 4.85 percentage points).
- Per Business Quant data, SBH's Return on Invested Capital [ROIC] in the three fiscal quarters before Q3 2026 was 13.69% (Q2 2026), 13.59% (Q1 2026) and 14.73% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Walmart | 827.17 Bn | 789.87 Bn | 49.13 Bn | 16.14% |
| 2 | Costco Wholesale | 408.32 Bn | 337.62 Bn | 9.01 Bn | 21.94% |
| 3 | Sysco | 37.11 Bn | 31.36 Bn | 4.13 Bn | 14.70% |
| 4 | Kroger | 34.86 Bn | 21.01 Bn | 7.86 Bn | 5.65% |
| 5 | Dollar General | 26.24 Bn | 20.91 Bn | 3.68 Bn | 13.65% |
| 6 | Caseys General Stores | 22.83 Bn | 20.83 Bn | 1.24 Bn | 18.51% |
| 7 | Dollar Tree | 21.05 Bn | 17.67 Bn | 2.10 Bn | 25.93% |
| 8 | US Foods Holding | 20.97 Bn | 20.76 Bn | 1.92 Bn | 9.89% |
| 9 | Tractor Supply | 16.22 Bn | 15.39 Bn | 1.68 Bn | 22.62% |
| 10 | Sally Beauty Holdings | 1.53 Bn | 892.15 Mn | 490.25 Mn | 14.07% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 14.07% |
| Mar 31, 2026 | 13.69% |
| Dec 31, 2025 | 13.59% |
| Sep 30, 2025 | 14.73% |
| Jun 30, 2025 | 14.97% |
| Mar 31, 2025 | 14.94% |
| Dec 31, 2024 | 14.51% |
| Sep 30, 2024 | 13.07% |
| Jun 30, 2024 | 12.88% |
| Mar 31, 2024 | 13.53% |
| Dec 31, 2023 | 14.16% |
| Sep 30, 2023 | 15.11% |
| Jun 30, 2023 | 13.97% |
| Mar 31, 2023 | 14.84% |
| Dec 31, 2022 | 15.74% |
| Sep 30, 2022 | 16.97% |
| Jun 30, 2022 | 18.82% |
| Mar 31, 2022 | 19.39% |
| Dec 31, 2021 | 19.03% |
| Sep 30, 2021 | 18.90% |
API Access
Sally Beauty Holdings Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=SBH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "SBH", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=SBH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();