15.63 USD
-0.27 (-1.7%)
15.7 USD
+0.07 (+0.45%)
Taking everything into account, SGRY scores 3 out of 10 in our fundamental rating. SGRY was compared to 102 industry peers in the Health Care Providers & Services industry. SGRY has a medium profitability rating, but doesn't score so well on its financial health evaluation. SGRY has a correct valuation and a medium growth rate.
1. Profitability
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.
- SGRY had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- Looking at the Return On Assets, with a value of -2.16%, SGRY is in line with its industry, outperforming 43.14% of the companies in the same industry.
- SGRY's Return On Equity of -9.94% is in line compared to the rest of the industry. SGRY outperforms 45.10% of its industry peers.
- The Return On Invested Capital of SGRY (5.57%) 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 9.21%.
- The 3 year average ROIC (5.03%) for SGRY is below the current ROIC(5.57%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -2.16% | ||
| ROE | -9.94% | ||
| ROIC | 5.57% |
ROA(3y)-1.04%
ROA(5y)-1.46%
ROE(3y)-4.24%
ROE(5y)-9.69%
ROIC(3y)5.03%
ROIC(5y)4.49%
1.3 Margins
- SGRY's Operating Margin of 15.78% is amongst the best of the industry. SGRY outperforms 94.12% of its industry peers.
- In the last couple of years the Operating Margin of SGRY has remained more or less at the same level.
- The Gross Margin of SGRY (26.57%) is comparable to the rest of the industry.
- In the last couple of years the Gross Margin of SGRY has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 15.78% | ||
| PM (TTM) | N/A | ||
| GM | 26.57% |
OM growth 3Y3.68%
OM growth 5Y1.41%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y0.83%
GM growth 5Y-0.73%
2. Health
2.1 Basic Checks
- With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), SGRY is destroying value.
- The number of shares outstanding for SGRY has been increased compared to 1 year ago.
- SGRY has more shares outstanding than it did 5 years ago.
- SGRY has a worse debt/assets ratio than last year.
2.2 Solvency
- SGRY has an Altman-Z score of 0.76. This is a bad value and indicates that SGRY is not financially healthy and even has some risk of bankruptcy.
- The Altman-Z score of SGRY (0.76) is worse than 74.51% of its industry peers.
- The Debt to FCF ratio of SGRY is 18.37, which is on the high side as it means it would take SGRY, 18.37 years of fcf income to pay off all of its debts.
- SGRY has a Debt to FCF ratio (18.37) which is comparable to the rest of the industry.
- SGRY has a Debt/Equity ratio of 2.00. This is a high value indicating a heavy dependency on external financing.
- SGRY has a worse Debt to Equity ratio (2.00) than 72.55% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2 | ||
| Debt/FCF | 18.37 | ||
| Altman-Z | 0.76 |
ROIC/WACC0.63
WACC8.87%
2.3 Liquidity
- SGRY has a Current Ratio of 1.88. This is a normal value and indicates that SGRY is financially healthy and should not expect problems in meeting its short term obligations.
- SGRY's Current ratio of 1.88 is fine compared to the rest of the industry. SGRY outperforms 78.43% of its industry peers.
- SGRY has a Quick Ratio of 1.72. 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 Quick ratio of 1.72. This is in the better half of the industry: SGRY outperforms 73.53% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.88 | ||
| Quick Ratio | 1.72 |
3. Growth
3.1 Past
- SGRY shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -17.02%.
- The Revenue has grown by 10.14% in the past year. This is quite good.
- SGRY shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 11.20% yearly.
EPS 1Y (TTM)-17.02%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-31.58%
Revenue 1Y (TTM)10.14%
Revenue growth 3Y11.86%
Revenue growth 5Y11.2%
Sales Q2Q%6.63%
3.2 Future
- The Earnings Per Share is expected to grow by 12.89% on average over the next years. This is quite good.
- The Revenue is expected to grow by 7.88% on average over the next years.
EPS Next Y-29.92%
EPS Next 2Y-10.69%
EPS Next 3Y0.93%
EPS Next 5Y12.89%
Revenue Next Year6.88%
Revenue Next 2Y7.52%
Revenue Next 3Y7.62%
Revenue Next 5Y7.88%
3.3 Evolution
- The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- A Price/Earnings ratio of 20.04 indicates a rather expensive valuation of SGRY.
- 71.57% of the companies in the same industry are more expensive than SGRY, based on the Price/Earnings ratio.
- SGRY is valuated rather cheaply when we compare the Price/Earnings ratio to 26.94, which is the current average of the S&P500 Index.
- Based on the Price/Forward Earnings ratio of 20.85, the valuation of SGRY can be described as rather expensive.
- The rest of the industry has a similar Price/Forward Earnings ratio as SGRY.
- SGRY is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 23.94, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.04 | ||
| Fwd PE | 20.85 |
4.2 Price Multiples
- Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of SGRY indicates a somewhat cheap valuation: SGRY is cheaper than 79.41% of the companies listed in the same industry.
- SGRY's Price/Free Cash Flow ratio is rather cheap when compared to the industry. SGRY is cheaper than 85.29% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 10.42 | ||
| EV/EBITDA | 8.4 |
4.3 Compensation for Growth
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-10.69%
EPS Next 3Y0.93%
5. Dividend
5.1 Amount
- SGRY does not give a dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0% |
15.63
-0.27 (-1.7%)
Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupHealth Care Equipment & Services
GICS IndustryHealth Care Providers & Services
Earnings (Last)11-10 2025-11-10/bmo
Earnings (Next)03-02 2026-03-02/amc
Inst Owners80.81%
Inst Owner Change-0.31%
Ins Owners1.11%
Ins Owner Change-0.03%
Market Cap2.02B
Revenue(TTM)3.29B
Net Income(TTM)-171.90M
Analysts81.11
Price Target26.52 (69.67%)
Short Float %20.43%
Short Ratio7.68
Dividend
| Industry Rank | Sector 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)1
Avg EPS beat(2)0.56%
Min EPS beat(2)-23.03%
Max EPS beat(2)24.15%
EPS beat(4)2
Avg EPS beat(4)-2.06%
Min EPS beat(4)-24.34%
Max EPS beat(4)24.15%
EPS beat(8)5
Avg EPS beat(8)2.45%
EPS beat(12)9
Avg EPS beat(12)185.54%
EPS beat(16)10
Avg EPS beat(16)107.47%
Revenue beat(2)0
Avg Revenue beat(2)-1.38%
Min Revenue beat(2)-1.9%
Max Revenue beat(2)-0.85%
Revenue beat(4)1
Avg Revenue beat(4)-0.63%
Min Revenue beat(4)-2.1%
Max Revenue beat(4)2.34%
Revenue beat(8)3
Avg Revenue beat(8)-0.61%
Revenue beat(12)4
Avg Revenue beat(12)-0.71%
Revenue beat(16)5
Avg Revenue beat(16)-1.03%
PT rev (1m)0%
PT rev (3m)-16.67%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-34.77%
EPS NY rev (1m)0%
EPS NY rev (3m)-25.94%
Revenue NQ rev (1m)0.01%
Revenue NQ rev (3m)-6.74%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-1.9%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.04 | ||
| Fwd PE | 20.85 | ||
| P/S | 0.61 | ||
| P/FCF | 10.42 | ||
| P/OCF | 7.17 | ||
| P/B | 1.17 | ||
| P/tB | N/A | ||
| EV/EBITDA | 8.4 |
EPS(TTM)0.78
EY4.99%
EPS(NY)0.75
Fwd EY4.8%
FCF(TTM)1.5
FCFY9.6%
OCF(TTM)2.18
OCFY13.94%
SpS25.42
BVpS13.37
TBVpS-26.33
PEG (NY)N/A
PEG (5Y)N/A
Graham Number15.32
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -2.16% | ||
| ROE | -9.94% | ||
| ROCE | 7.05% | ||
| ROIC | 5.57% | ||
| ROICexc | 5.57% | ||
| ROICexgc | 18.41% | ||
| OM | 15.78% | ||
| PM (TTM) | N/A | ||
| GM | 26.57% | ||
| FCFM | 5.9% |
ROA(3y)-1.04%
ROA(5y)-1.46%
ROE(3y)-4.24%
ROE(5y)-9.69%
ROIC(3y)5.03%
ROIC(5y)4.49%
ROICexc(3y)5.23%
ROICexc(5y)4.72%
ROICexgc(3y)18.5%
ROICexgc(5y)17.9%
ROCE(3y)6.37%
ROCE(5y)5.69%
ROICexgc growth 3Y0.78%
ROICexgc growth 5Y0.88%
ROICexc growth 3Y4.99%
ROICexc growth 5Y3.37%
OM growth 3Y3.68%
OM growth 5Y1.41%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y0.83%
GM growth 5Y-0.73%
F-Score4
Asset Turnover0.41
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2 | ||
| Debt/FCF | 18.37 | ||
| Debt/EBITDA | 5.17 | ||
| Cap/Depr | 58.56% | ||
| Cap/Sales | 2.67% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 42.14% | ||
| Profit Quality | N/A | ||
| Current Ratio | 1.88 | ||
| Quick Ratio | 1.72 | ||
| Altman-Z | 0.76 |
F-Score4
WACC8.87%
ROIC/WACC0.63
Cap/Depr(3y)68.21%
Cap/Depr(5y)61.64%
Cap/Sales(3y)3.1%
Cap/Sales(5y)2.84%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-17.02%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-31.58%
EPS Next Y-29.92%
EPS Next 2Y-10.69%
EPS Next 3Y0.93%
EPS Next 5Y12.89%
Revenue 1Y (TTM)10.14%
Revenue growth 3Y11.86%
Revenue growth 5Y11.2%
Sales Q2Q%6.63%
Revenue Next Year6.88%
Revenue Next 2Y7.52%
Revenue Next 3Y7.62%
Revenue Next 5Y7.88%
EBIT growth 1Y15.88%
EBIT growth 3Y15.97%
EBIT growth 5Y12.77%
EBIT Next Year41.53%
EBIT Next 3Y20.05%
EBIT Next 5YN/A
FCF growth 1Y32.24%
FCF growth 3Y92.28%
FCF growth 5Y30.27%
OCF growth 1Y18.25%
OCF growth 3Y51.04%
OCF growth 5Y18.3%
SURGERY PARTNERS INC / SGRY FAQ
Can you provide the ChartMill fundamental rating for SURGERY PARTNERS INC?
ChartMill assigns a fundamental rating of 3 / 10 to SGRY.
What is the valuation status for SGRY stock?
ChartMill assigns a valuation rating of 4 / 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 decline by -29.92% in the next year.