COMPARE · Data as of August 27, 2026
SBH vs TPR
Verdict: Side-by-side breakdown using the Bull Rankings model. SBH scored 62.4, TPR scored 65.7 — TPR leads.
Compare another set
SBH
Sally Beauty Holdings, Inc.
62.4
$16.42 · $1.5B
fundamentals as of
Score gap
3.3
TPR leads
TPR
Tapestry, Inc.
65.7
$131.05 · $26.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestSBH8.6x
- Fastest growthTPR+14.2%
- Strongest balance sheetSBH1.74
- Highest qualityTPR82 / 100
- Largest discount to fair valueSBH-60%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
SBH
stronger →← stronger
TPR
73
Qualityreturns · margins · balance sheet
82
44
Growthrevenue & earnings expansion
81
75
Valuevaluation vs sector peers
43
TPR is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
SBH
TPR
$241mC
FCF
$1.8bC+
+1.1%C
Rev
+14.2%B+
1.74C+
D/E
5.72D
8.6xA
P/E
18.0xB+
0.72A-
PEG
1.86C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
SBH
TPR
60% below
Price vs fair valuelower is cheaper
12% above
~-16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~11%/yr
+135%
1-yr DCF upside
-19%
+152%
5-yr DCF upside
-11%
+179%
10-yr DCF upside
+3%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
SBH
Why this score
- Buying back stock
- Durable high returns
TPR
Why this score
- Buying back stock
- Raising its dividend
The companies
SBHSally Beauty Holdings, Inc.
Why now
Specialty Retail · market cap $1.5b. 8% off the 52-week high of $17.92. PEG 0.72 — paying under fair value for the growth rate. 5 sell-side analysts publish a mean 1-yr target of $17.00 (implying +4% upside).
Moat
ROE 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 125% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
TPRTapestry, Inc.
Why now
Luxury Goods · market cap $26.1b. Down 20% from 52-week high of $164.80 — deep drawdown territory. Revenue growing +14%, comfortably above the S&P median. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $167.40 (implying +28% upside).
Moat
Net margin 19% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. FCF converts 119% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 5.72 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Beta 1.46 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where SBH and TPR diverge
On the headline score the gap is 3.3 points in favor of TPR. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthSBH 44.2 · TPR 81.1TPR +36.9
- ValueSBH 74.8 · TPR 42.7SBH +32.1
- QualitySBH 73.5 · TPR 81.9TPR +8.4
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.