SURGERY PARTNERS INC (SGRY) Fundamental Analysis & Valuation

NASDAQ:SGRY • US86881A1007

13.36 USD
-0.75 (-5.32%)
At close: Mar 6, 2026
13.36 USD
0 (0%)
After Hours: 3/6/2026, 8:00:02 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This SGRY fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

4

Taking everything into account, SGRY scores 4 out of 10 in our fundamental rating. SGRY was compared to 101 industry peers in the Health Care Providers & Services industry. There are concerns on the financial health of SGRY while its profitability can be described as average. SGRY has a correct valuation and a medium growth rate.


Dividend Valuation Growth Profitability Health

4

1. SGRY Profitability Analysis

1.1 Basic Checks

  • In the past year SGRY was profitable.
  • In the past year SGRY had a positive cash flow from operations.
  • In the past 5 years SGRY always reported negative net income.
  • In the past 5 years SGRY always reported a positive cash flow from operatings.
SGRY Yearly Net Income VS EBIT VS OCF VS FCFSGRY Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M -200M 400M

1.2 Ratios

  • The Return On Assets of SGRY (-0.96%) is comparable to the rest of the industry.
  • SGRY has a Return On Equity (-4.55%) which is in line with its industry peers.
  • The Return On Invested Capital of SGRY (5.05%) is comparable to the rest of the industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for SGRY is below the industry average of 9.07%.
Industry RankSector Rank
ROA -0.96%
ROE -4.55%
ROIC 5.05%
ROA(3y)-1.09%
ROA(5y)-1.08%
ROE(3y)-4.85%
ROE(5y)-4.95%
ROIC(3y)5.12%
ROIC(5y)4.89%
SGRY Yearly ROA, ROE, ROICSGRY Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 -20 40 60 80

1.3 Margins

  • SGRY has a Operating Margin of 14.49%. This is amongst the best in the industry. SGRY outperforms 87.13% of its industry peers.
  • SGRY's Operating Margin has improved in the last couple of years.
  • With a Gross Margin value of 25.78%, SGRY perfoms like the industry average, outperforming 53.47% of the companies in the same industry.
  • SGRY's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 14.49%
PM (TTM) N/A
GM 25.78%
OM growth 3Y-0.58%
OM growth 5Y7.38%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-0.14%
GM growth 5Y0.52%
SGRY Yearly Profit, Operating, Gross MarginsSGRY Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 -10 20 30

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ROAROEROICOperating and Profit MarginShow most profitable peers

2

2. SGRY Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SGRY is destroying value.
  • Compared to 1 year ago, SGRY has more shares outstanding
  • The number of shares outstanding for SGRY has been increased compared to 5 years ago.
  • SGRY has a worse debt/assets ratio than last year.
SGRY Yearly Shares OutstandingSGRY Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M 80M 100M
SGRY Yearly Total Debt VS Total AssetsSGRY Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B

2.2 Solvency

  • Based on the Altman-Z score of 0.71, we must say that SGRY is in the distress zone and has some risk of bankruptcy.
  • SGRY has a worse Altman-Z score (0.71) than 72.28% of its industry peers.
  • SGRY has a debt to FCF ratio of 18.93. This is a negative value and a sign of low solvency as SGRY would need 18.93 years to pay back of all of its debts.
  • The Debt to FCF ratio of SGRY (18.93) is worse than 60.40% of its industry peers.
  • SGRY has a Debt/Equity ratio of 2.10. This is a high value indicating a heavy dependency on external financing.
  • With a Debt to Equity ratio value of 2.10, SGRY is not doing good in the industry: 73.27% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 2.1
Debt/FCF 18.93
Altman-Z 0.71
ROIC/WACC0.57
WACC8.79%
SGRY Yearly LT Debt VS Equity VS FCFSGRY Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B

2.3 Liquidity

  • SGRY has a Current Ratio of 1.87. This is a normal value and indicates that SGRY is financially healthy and should not expect problems in meeting its short term obligations.
  • SGRY has a Current ratio of 1.87. This is in the better half of the industry: SGRY outperforms 78.22% of its industry peers.
  • A Quick Ratio of 1.71 indicates that SGRY should not have too much problems paying its short term obligations.
  • SGRY has a Quick ratio of 1.71. This is in the better half of the industry: SGRY outperforms 74.26% of its industry peers.
Industry RankSector Rank
Current Ratio 1.87
Quick Ratio 1.71
SGRY Yearly Current Assets VS Current LiabilitesSGRY Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

6

3. SGRY Growth Analysis

3.1 Past

  • SGRY shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -51.06%.
  • Measured over the past years, SGRY shows a very strong growth in Earnings Per Share. The EPS has been growing by 52.38% on average per year.
  • SGRY shows a small growth in Revenue. In the last year, the Revenue has grown by 6.24%.
  • SGRY shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 12.21% yearly.
EPS 1Y (TTM)-51.06%
EPS 3Y52.38%
EPS 5YN/A
EPS Q2Q%-72.73%
Revenue 1Y (TTM)6.24%
Revenue growth 3Y9.22%
Revenue growth 5Y12.21%
Sales Q2Q%2.38%

3.2 Future

  • The Earnings Per Share is expected to grow by 39.13% on average over the next years. This is a very strong growth
  • The Revenue is expected to grow by 8.14% on average over the next years. This is quite good.
EPS Next Y62.98%
EPS Next 2Y44.95%
EPS Next 3Y42.68%
EPS Next 5Y39.13%
Revenue Next Year8.16%
Revenue Next 2Y7.99%
Revenue Next 3Y7.34%
Revenue Next 5Y8.14%

3.3 Evolution

  • The estimated forward EPS growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
SGRY Yearly Revenue VS EstimatesSGRY Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 1B 2B 3B 4B
SGRY Yearly EPS VS EstimatesSGRY Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 0 1 -1 -2

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6

4. SGRY Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 29.04, which means the current valuation is very expensive for SGRY.
  • The rest of the industry has a similar Price/Earnings ratio as SGRY.
  • Compared to an average S&P500 Price/Earnings ratio of 26.29, SGRY is valued at the same level.
  • SGRY is valuated rather expensively with a Price/Forward Earnings ratio of 17.82.
  • Based on the Price/Forward Earnings ratio, SGRY is valued a bit cheaper than 63.37% of the companies in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 24.57, SGRY is valued a bit cheaper.
Industry RankSector Rank
PE 29.04
Fwd PE 17.82
SGRY Price Earnings VS Forward Price EarningsSGRY Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, SGRY is valued a bit cheaper than the industry average as 79.21% of the companies are valued more expensively.
  • Based on the Price/Free Cash Flow ratio, SGRY is valued cheaply inside the industry as 84.16% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 8.83
EV/EBITDA 8.07
SGRY Per share dataSGRY EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 -10 20 -20

4.3 Compensation for Growth

  • The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • A more expensive valuation may be justified as SGRY's earnings are expected to grow with 42.68% in the coming years.
PEG (NY)0.46
PEG (5Y)N/A
EPS Next 2Y44.95%
EPS Next 3Y42.68%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. SGRY Dividend Analysis

5.1 Amount

  • No dividends for SGRY!.
Industry RankSector Rank
Dividend Yield 0%

More info and screens

Find the best dividend stocksShow peers with best dividend

SGRY Fundamentals: All Metrics, Ratios and Statistics

SURGERY PARTNERS INC

NASDAQ:SGRY (3/6/2026, 8:00:02 PM)

After market: 13.36 0 (0%)

13.36

-0.75 (-5.32%)

Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupHealth Care Equipment & Services
GICS IndustryHealth Care Providers & Services
Earnings (Last)03-02
Earnings (Next)05-11
Inst Owners80.81%
Inst Owner Change1.56%
Ins Owners1.11%
Ins Owner Change0.12%
Market Cap1.73B
Revenue(TTM)3.31B
Net Income(TTM)-77.90M
Analysts81.11
Price Target25.96 (94.31%)
Short Float %21.29%
Short Ratio10.52
Dividend
Industry RankSector Rank
Dividend Yield 0%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP0%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-41.91%
Min EPS beat(2)-60.78%
Max EPS beat(2)-23.03%
EPS beat(4)1
Avg EPS beat(4)-21%
Min EPS beat(4)-60.78%
Max EPS beat(4)24.15%
EPS beat(8)4
Avg EPS beat(8)-6.88%
EPS beat(12)8
Avg EPS beat(12)176.88%
EPS beat(16)9
Avg EPS beat(16)102.65%
Revenue beat(2)1
Avg Revenue beat(2)-0.88%
Min Revenue beat(2)-1.9%
Max Revenue beat(2)0.14%
Revenue beat(4)1
Avg Revenue beat(4)-1.18%
Min Revenue beat(4)-2.1%
Max Revenue beat(4)0.14%
Revenue beat(8)4
Avg Revenue beat(8)-0.24%
Revenue beat(12)4
Avg Revenue beat(12)-0.76%
Revenue beat(16)6
Avg Revenue beat(16)-0.79%
PT rev (1m)-2.1%
PT rev (3m)-10.05%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-6.83%
EPS NY rev (1m)0%
EPS NY rev (3m)-24.86%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.01%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-1.84%
Valuation
Industry RankSector Rank
PE 29.04
Fwd PE 17.82
P/S 0.52
P/FCF 8.83
P/OCF 6.3
P/B 1.01
P/tB N/A
EV/EBITDA 8.07
EPS(TTM)0.46
EY3.44%
EPS(NY)0.75
Fwd EY5.61%
FCF(TTM)1.51
FCFY11.32%
OCF(TTM)2.12
OCFY15.87%
SpS25.58
BVpS13.24
TBVpS-27.24
PEG (NY)0.46
PEG (5Y)N/A
Graham Number11.71
Profitability
Industry RankSector Rank
ROA -0.96%
ROE -4.55%
ROCE 6.39%
ROIC 5.05%
ROICexc 5.21%
ROICexgc 18.67%
OM 14.49%
PM (TTM) N/A
GM 25.78%
FCFM 5.91%
ROA(3y)-1.09%
ROA(5y)-1.08%
ROE(3y)-4.85%
ROE(5y)-4.95%
ROIC(3y)5.12%
ROIC(5y)4.89%
ROICexc(3y)5.3%
ROICexc(5y)5.11%
ROICexgc(3y)19.01%
ROICexgc(5y)18.72%
ROCE(3y)6.48%
ROCE(5y)6.19%
ROICexgc growth 3Y2.9%
ROICexgc growth 5Y5.08%
ROICexc growth 3Y1.35%
ROICexc growth 5Y9.67%
OM growth 3Y-0.58%
OM growth 5Y7.38%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-0.14%
GM growth 5Y0.52%
F-Score5
Asset Turnover0.41
Health
Industry RankSector Rank
Debt/Equity 2.1
Debt/FCF 18.93
Debt/EBITDA 5.5
Cap/Depr 44.72%
Cap/Sales 2.38%
Interest Coverage 1.87
Cash Conversion 41.85%
Profit Quality N/A
Current Ratio 1.87
Quick Ratio 1.71
Altman-Z 0.71
F-Score5
WACC8.79%
ROIC/WACC0.57
Cap/Depr(3y)59.72%
Cap/Depr(5y)61.53%
Cap/Sales(3y)2.84%
Cap/Sales(5y)2.86%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-51.06%
EPS 3Y52.38%
EPS 5YN/A
EPS Q2Q%-72.73%
EPS Next Y62.98%
EPS Next 2Y44.95%
EPS Next 3Y42.68%
EPS Next 5Y39.13%
Revenue 1Y (TTM)6.24%
Revenue growth 3Y9.22%
Revenue growth 5Y12.21%
Sales Q2Q%2.38%
Revenue Next Year8.16%
Revenue Next 2Y7.99%
Revenue Next 3Y7.34%
Revenue Next 5Y8.14%
EBIT growth 1Y1.03%
EBIT growth 3Y8.59%
EBIT growth 5Y20.49%
EBIT Next Year41.41%
EBIT Next 3Y18.21%
EBIT Next 5YN/A
FCF growth 1Y-6.72%
FCF growth 3Y35.74%
FCF growth 5Y-0.84%
OCF growth 1Y-8.6%
OCF growth 3Y19.98%
OCF growth 5Y2.13%

SURGERY PARTNERS INC / SGRY FAQ

Can you provide the ChartMill fundamental rating for SURGERY PARTNERS INC?

ChartMill assigns a fundamental rating of 4 / 10 to SGRY.


What is the valuation status for SGRY stock?

ChartMill assigns a valuation rating of 6 / 10 to SURGERY PARTNERS INC (SGRY). This can be considered as Fairly Valued.


How profitable is SURGERY PARTNERS INC (SGRY) stock?

SURGERY PARTNERS INC (SGRY) has a profitability rating of 4 / 10.


What is the financial health of SURGERY PARTNERS INC (SGRY) stock?

The financial health rating of SURGERY PARTNERS INC (SGRY) is 2 / 10.


What is the earnings growth outlook for SURGERY PARTNERS INC?

The Earnings per Share (EPS) of SURGERY PARTNERS INC (SGRY) is expected to grow by 62.98% in the next year.