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Side-by-side financial comparison of Kimco Realty (KIM) and Sally Beauty Holdings, Inc. (SBH). Click either name above to swap in a different company.
Sally Beauty Holdings, Inc. is the larger business by last-quarter revenue ($943.2M vs $542.5M, roughly 1.7× Kimco Realty). Kimco Realty runs the higher net margin — 27.9% vs 4.8%, a 23.0% gap on every dollar of revenue. On growth, Kimco Realty posted the faster year-over-year revenue change (3.2% vs 0.6%). Over the past eight quarters, Kimco Realty's revenue compounded faster (3.8% CAGR vs 1.9%).
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
Sally Beauty Holdings, Inc. is an American international specialty retailer and distributor of professional beauty supplies with revenues of more than $3.9 billion annually.
KIM vs SBH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $542.5M | $943.2M |
| Net Profit | $151.2M | $45.6M |
| Gross Margin | — | 51.2% |
| Operating Margin | 36.4% | 8.1% |
| Net Margin | 27.9% | 4.8% |
| Revenue YoY | 3.2% | 0.6% |
| Net Profit YoY | -9.0% | -25.3% |
| EPS (diluted) | — | $0.45 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $542.5M | $943.2M | ||
| Q3 25 | $535.9M | $947.1M | ||
| Q2 25 | $525.2M | $933.3M | ||
| Q1 25 | $536.6M | $883.1M | ||
| Q4 24 | $525.4M | $937.9M | ||
| Q3 24 | $507.6M | $935.0M | ||
| Q2 24 | $500.2M | $942.3M | ||
| Q1 24 | $503.8M | $908.4M |
| Q4 25 | $151.2M | $45.6M | ||
| Q3 25 | $137.8M | $49.9M | ||
| Q2 25 | $163.0M | $45.7M | ||
| Q1 25 | $132.8M | $39.2M | ||
| Q4 24 | $166.0M | $61.0M | ||
| Q3 24 | $136.0M | $48.1M | ||
| Q2 24 | $119.7M | $37.7M | ||
| Q1 24 | $-11.0M | $29.2M |
| Q4 25 | — | 51.2% | ||
| Q3 25 | — | 52.2% | ||
| Q2 25 | — | 51.5% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 50.8% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 51.0% | ||
| Q1 24 | — | 51.0% |
| Q4 25 | 36.4% | 8.1% | ||
| Q3 25 | 34.9% | 8.4% | ||
| Q2 25 | 39.2% | 8.4% | ||
| Q1 25 | 33.6% | 7.9% | ||
| Q4 24 | 31.7% | 10.7% | ||
| Q3 24 | 33.7% | 8.8% | ||
| Q2 24 | 32.1% | 7.6% | ||
| Q1 24 | 25.9% | 6.6% |
| Q4 25 | 27.9% | 4.8% | ||
| Q3 25 | 25.7% | 5.3% | ||
| Q2 25 | 31.0% | 4.9% | ||
| Q1 25 | 24.8% | 4.4% | ||
| Q4 24 | 31.6% | 6.5% | ||
| Q3 24 | 26.8% | 5.1% | ||
| Q2 24 | 23.9% | 4.0% | ||
| Q1 24 | -2.2% | 3.2% |
| Q4 25 | — | $0.45 | ||
| Q3 25 | — | $0.49 | ||
| Q2 25 | — | $0.44 | ||
| Q1 25 | — | $0.38 | ||
| Q4 24 | — | $0.58 | ||
| Q3 24 | — | $0.45 | ||
| Q2 24 | — | $0.36 | ||
| Q1 24 | — | $0.27 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $211.6M | $157.2M |
| Total DebtLower is stronger | $7.7B | $842.5M |
| Stockholders' EquityBook value | $10.4B | $823.6M |
| Total Assets | $19.7B | $2.9B |
| Debt / EquityLower = less leverage | 0.74× | 1.02× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $211.6M | $157.2M | ||
| Q3 25 | $159.3M | $149.2M | ||
| Q2 25 | $226.6M | $112.8M | ||
| Q1 25 | $131.3M | $92.2M | ||
| Q4 24 | $688.6M | $105.5M | ||
| Q3 24 | $789.0M | $108.0M | ||
| Q2 24 | $126.4M | $97.4M | ||
| Q1 24 | $133.4M | $97.2M |
| Q4 25 | $7.7B | $842.5M | ||
| Q3 25 | — | $862.0M | ||
| Q2 25 | — | $882.4M | ||
| Q1 25 | — | $902.8M | ||
| Q4 24 | $8.0B | $938.1M | ||
| Q3 24 | — | $978.3M | ||
| Q2 24 | — | $978.9M | ||
| Q1 24 | — | $978.4M |
| Q4 25 | $10.4B | $823.6M | ||
| Q3 25 | $10.5B | $794.2M | ||
| Q2 25 | $10.5B | $762.9M | ||
| Q1 25 | $10.6B | $699.8M | ||
| Q4 24 | $10.7B | $656.5M | ||
| Q3 24 | $10.5B | $628.5M | ||
| Q2 24 | $10.6B | $577.7M | ||
| Q1 24 | $10.6B | $550.9M |
| Q4 25 | $19.7B | $2.9B | ||
| Q3 25 | $19.9B | $2.9B | ||
| Q2 25 | $19.8B | $2.7B | ||
| Q1 25 | $19.7B | $2.7B | ||
| Q4 24 | $20.3B | $2.7B | ||
| Q3 24 | $20.1B | $2.8B | ||
| Q2 24 | $19.5B | $2.7B | ||
| Q1 24 | $19.5B | $2.7B |
| Q4 25 | 0.74× | 1.02× | ||
| Q3 25 | — | 1.09× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 1.29× | ||
| Q4 24 | 0.75× | 1.43× | ||
| Q3 24 | — | 1.56× | ||
| Q2 24 | — | 1.69× | ||
| Q1 24 | — | 1.78× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $258.4M | $93.2M |
| Free Cash FlowOCF − Capex | — | $57.5M |
| FCF MarginFCF / Revenue | — | 6.1% |
| Capex IntensityCapex / Revenue | 0.0% | 3.8% |
| Cash ConversionOCF / Net Profit | 1.71× | 2.05× |
| TTM Free Cash FlowTrailing 4 quarters | — | $216.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $258.4M | $93.2M | ||
| Q3 25 | $332.4M | $120.9M | ||
| Q2 25 | $305.4M | $69.4M | ||
| Q1 25 | $223.8M | $51.1M | ||
| Q4 24 | $239.5M | $33.5M | ||
| Q3 24 | $295.9M | $110.7M | ||
| Q2 24 | $294.1M | $47.9M | ||
| Q1 24 | $176.1M | $36.9M |
| Q4 25 | — | $57.5M | ||
| Q3 25 | — | $78.0M | ||
| Q2 25 | — | $49.1M | ||
| Q1 25 | $205.4M | $32.2M | ||
| Q4 24 | — | $13.4M | ||
| Q3 24 | — | $73.3M | ||
| Q2 24 | — | $28.7M | ||
| Q1 24 | — | $22.8M |
| Q4 25 | — | 6.1% | ||
| Q3 25 | — | 8.2% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | 38.3% | 3.6% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | — | 3.1% | ||
| Q1 24 | — | 2.5% |
| Q4 25 | 0.0% | 3.8% | ||
| Q3 25 | 0.0% | 4.5% | ||
| Q2 25 | 0.0% | 2.2% | ||
| Q1 25 | 3.4% | 2.1% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | — | 1.6% |
| Q4 25 | 1.71× | 2.05× | ||
| Q3 25 | 2.41× | 2.42× | ||
| Q2 25 | 1.87× | 1.52× | ||
| Q1 25 | 1.69× | 1.30× | ||
| Q4 24 | 1.44× | 0.55× | ||
| Q3 24 | 2.18× | 2.30× | ||
| Q2 24 | 2.46× | 1.27× | ||
| Q1 24 | — | 1.26× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KIM
Segment breakdown not available.
SBH
| Sally Beauty Supply | $531.6M | 56% |
| Beauty Systems Group | $411.6M | 44% |
