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SBH vs NBXG

Comparison between Sally Beauty Holdings Inc (SBH, Company) and Neuberger Berman Next Generation Connectivity Fund Inc (NBXG, Company).

SBH is from the Consumer Cyclical sector, while NBXG is from the Financial Services sector.

5-Year PerformanceNBXG has outperformed SBH, delivering a return of +5.3% compared to -9.6%

SBH vs NBXG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
SBH
$1.27B
Winner
NBXG
$1.27B
Max Drawdown
SBH
80.53%
Winner
NBXG
57.18%
Sharpe Ratio
SBH
0.75
Winner
NBXG
1.20
5Y Beta
Winner
SBH
0.96
NBXG
1.11
Industry
SBH
Specialty Retail
NBXG
Asset Management
P/E Ratio
SBH
7.04
Winner
NBXG
3.97
Forward P/E
SBH
5.35
NBXG
N/A
PEG Ratio
SBH
2.31
Winner
NBXG
0.48
5Y EPS CAGR
SBH
-0.16%
NBXG
N/A
Debt to Equity
SBH
99.66%
Winner
NBXG
0.00%
Free Cash Flow Yield
Winner
SBH
17.99%
NBXG
7.80%
P/S Ratio
Winner
SBH
0.34
NBXG
4.00
P/B Ratio
SBH
1.51
Winner
NBXG
0.95

SBH vs NBXG - Historical Returns

Returns include dividend reinvestment.

1M
SBH
-12.08%
Winner
NBXG
+6.25%
3M
SBH
-20.79%
Winner
NBXG
+22.50%
6M
SBH
-22.71%
Winner
NBXG
+11.53%
1Y
Winner
SBH
+37.90%
NBXG
+28.34%
5Y(CAGR)
SBH
-9.62%
Winner
NBXG
+5.26%
10Y(CAGR)
SBH
-8.87%
NBXG
N/A
Max(CAGR)
SBH
+2.22%
Winner
NBXG
+5.29%

SBH vs NBXG - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearSBHNBXG
2026-16.63%+13.78%
2025+33.52%+23.15%
2024-21.37%+30.41%
2023+3.67%+32.77%
2022-33.62%-42.20%
2021+42.99%-10.70%
2020-27.64%N/A
2019+5.55%N/A
2018-10.64%N/A
2017-28.48%N/A
2016-5.13%N/A
2015-8.53%N/A
2014+0.56%N/A
2013+22.24%N/A
2012+12.78%N/A
2011+41.62%N/A
2010+83.69%N/A
2009+36.36%N/A
2008-36.71%N/A
2007+16.62%N/A
2006-0.76%N/A

SBH vs NBXG Drawdown Comparison

The maximum drawdown for SBH was -80.53%, occurring on Apr 3, 2020. This drawdown has not yet recovered.

The maximum drawdown for NBXG was -51.73%, occurring on Oct 14, 2022. Recovery took 943 trading sessions.

The current SBH drawdown is -65.37%. The current NBXG drawdown is -5.41%.

RankSBHNBXG
#1-80.53%
Mar 23, 2015 - Apr 3, 2020
-51.73%
Sep 2, 2021 - Jun 6, 2025
#2-74.79%
Dec 18, 2007 - Sep 20, 2010
-16.26%
Nov 3, 2025 - May 1, 2026
#3-24.95%
Dec 12, 2006 - Dec 7, 2007
-5.41%
Jun 2, 2026 - Jun 5, 2026
#4-23.47%
Jun 27, 2013 - Nov 28, 2014
-4.84%
Oct 6, 2025 - Nov 3, 2025
#5-19.22%
Jul 7, 2011 - Oct 21, 2011
-3.72%
Jun 16, 2021 - Sep 2, 2021
#6-18.92%
Aug 28, 2012 - Mar 4, 2013
-3.56%
May 14, 2026 - May 22, 2026
#7-15.35%
Jan 3, 2011 - May 5, 2011
-3.41%
Jul 18, 2025 - Aug 18, 2025
#8-9.96%
Jun 19, 2012 - Aug 28, 2012
-2.42%
Aug 18, 2025 - Aug 28, 2025
#9-8.59%
Nov 28, 2014 - Feb 5, 2015
-2.32%
Jul 3, 2025 - Jul 16, 2025
#10-7.41%
Dec 21, 2011 - Feb 2, 2012
-2.14%
Aug 28, 2025 - Sep 8, 2025
#11-7.22%
May 31, 2011 - Jun 20, 2011
-1.82%
Sep 18, 2025 - Oct 1, 2025
#12-6.73%
Dec 7, 2007 - Dec 18, 2007
-1.20%
May 1, 2026 - May 5, 2026
#13-6.65%
Nov 16, 2011 - Dec 9, 2011
-1.09%
Jun 6, 2025 - Jun 18, 2025
#14-6.27%
Oct 26, 2010 - Nov 4, 2010
-0.74%
Jun 2, 2021 - Jun 15, 2021
#15-6.17%
May 4, 2012 - Jun 18, 2012
-0.74%
May 26, 2026 - May 28, 2026

Correlation

Correlation between SBH and NBXG is 0.18 which considered as a very weak or no correlation - the stocks move independently of each other.

0.18
-101

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