SURGERY PARTNERS INC (SGRY) Stock Fundamental Analysis

NASDAQ:SGRY • US86881A1007

15.55 USD
+0.06 (+0.39%)
Last: Feb 13, 2026, 10:13 AM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

3

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. While SGRY is still in line with the averages on profitability rating, there are concerns on its financial health. SGRY is not valued too expensively and it also shows a decent growth rate.


Dividend Valuation Growth Profitability Health

4

1. Profitability

1.1 Basic Checks

  • In the past year SGRY was profitable.
  • SGRY had a positive operating cash flow in the past year.
  • In the past 5 years SGRY always reported negative net income.
  • Each year in the past 5 years SGRY had a positive operating cash flow.
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 0 200M -200M 400M

1.2 Ratios

  • SGRY has a Return On Assets (-2.16%) which is in line with its industry peers.
  • SGRY's Return On Equity of -9.94% is in line compared to the rest of the industry. SGRY outperforms 44.12% of its industry peers.
  • SGRY has a Return On Invested Capital (5.57%) which is in line with its industry peers.
  • The Average Return On Invested Capital over the past 3 years for SGRY is below the industry average of 9.04%.
  • The last Return On Invested Capital (5.57%) for SGRY is above the 3 year average (5.03%), which is a sign of increasing profitability.
Industry RankSector 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%
SGRY Yearly ROA, ROE, ROICSGRY Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 -20 40 60 80

1.3 Margins

  • SGRY's Operating Margin of 15.78% is amongst the best of the industry. SGRY outperforms 93.14% of its industry peers.
  • SGRY's Operating Margin has been stable in the last couple of years.
  • With a Gross Margin value of 26.57%, SGRY perfoms like the industry average, outperforming 55.88% of the companies in the same industry.
  • SGRY's Gross Margin has been stable in the last couple of years.
Industry RankSector 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%
SGRY Yearly Profit, Operating, Gross MarginsSGRY Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 -10 20 30

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ROAROEROICOperating and Profit MarginShow most profitable peers

2

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.
  • The number of shares outstanding for SGRY has been increased compared to 5 years ago.
  • The debt/assets ratio for SGRY is higher compared to a year ago.
SGRY Yearly Shares OutstandingSGRY Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 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 2B 4B 6B

2.2 Solvency

  • Based on the Altman-Z score of 0.76, we must say that SGRY is in the distress zone and has some risk of bankruptcy.
  • SGRY's Altman-Z score of 0.76 is on the low side compared to the rest of the industry. SGRY is outperformed by 70.59% of its industry peers.
  • SGRY has a debt to FCF ratio of 18.37. This is a negative value and a sign of low solvency as SGRY would need 18.37 years to pay back of all of its debts.
  • The Debt to FCF ratio of SGRY (18.37) 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 Debt to Equity ratio of 2.00. This is in the lower half of the industry: SGRY underperforms 73.53% of its industry peers.
Industry RankSector Rank
Debt/Equity 2
Debt/FCF 18.37
Altman-Z 0.76
ROIC/WACC0.63
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 1B 2B 3B

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.
  • Looking at the Current ratio, with a value of 1.88, SGRY is in the better half of the industry, outperforming 78.43% of the companies in the same industry.
  • A Quick Ratio of 1.72 indicates that SGRY should not have too much problems paying its short term obligations.
  • Looking at the Quick ratio, with a value of 1.72, SGRY is in the better half of the industry, outperforming 72.55% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.88
Quick Ratio 1.72
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 200M 400M 600M 800M 1B

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

4

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%.
  • Looking at the last year, SGRY shows a quite strong growth in Revenue. The Revenue has grown by 10.14% in the last year.
  • The Revenue has been growing by 11.20% on average over the past years. This is quite good.
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

  • Based on estimates for the next years, SGRY will show a quite strong growth in Earnings Per Share. The EPS will grow by 12.89% on average per year.
  • 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.
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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Find the best growth stocksShow best growing peers

4

4. Valuation

4.1 Price/Earnings Ratio

  • SGRY is valuated rather expensively with a Price/Earnings ratio of 19.94.
  • SGRY's Price/Earnings ratio is a bit cheaper when compared to the industry. SGRY is cheaper than 71.57% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of SGRY to the average of the S&P500 Index (27.67), we can say SGRY is valued slightly cheaper.
  • Based on the Price/Forward Earnings ratio of 20.74, the valuation of SGRY can be described as rather expensive.
  • Based on the Price/Forward Earnings ratio, SGRY is valued a bit cheaper than the industry average as 61.76% of the companies are valued more expensively.
  • The average S&P500 Price/Forward Earnings ratio is at 27.69. SGRY is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 19.94
Fwd PE 20.74
SGRY Price Earnings VS Forward Price EarningsSGRY Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • 77.45% of the companies in the same industry are more expensive than SGRY, based on the Enterprise Value to EBITDA ratio.
  • SGRY's Price/Free Cash Flow ratio is rather cheap when compared to the industry. SGRY is cheaper than 82.35% of the companies in the same industry.
Industry RankSector Rank
P/FCF 10.37
EV/EBITDA 8.32
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

PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-10.69%
EPS Next 3Y0.93%

More info and screens

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

0

5. Dividend

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

SURGERY PARTNERS INC

NASDAQ:SGRY (2/13/2026, 10:13:09 AM)

15.55

+0.06 (+0.39%)

Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupHealth Care Equipment & Services
GICS IndustryHealth Care Providers & Services
Earnings (Last)11-10
Earnings (Next)03-02
Inst Owners80.81%
Inst Owner Change1.01%
Ins Owners1.11%
Ins Owner Change0.05%
Market Cap2.01B
Revenue(TTM)3.29B
Net Income(TTM)-171.90M
Analysts81.11
Price Target25.96 (66.95%)
Short Float %20.04%
Short Ratio9.78
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)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)-2.1%
PT rev (3m)-18.41%
EPS NQ rev (1m)-5.17%
EPS NQ rev (3m)-38.62%
EPS NY rev (1m)0%
EPS NY rev (3m)-24.86%
Revenue NQ rev (1m)0.01%
Revenue NQ rev (3m)-6.83%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-1.84%
Valuation
Industry RankSector Rank
PE 19.94
Fwd PE 20.74
P/S 0.61
P/FCF 10.37
P/OCF 7.13
P/B 1.16
P/tB N/A
EV/EBITDA 8.32
EPS(TTM)0.78
EY5.02%
EPS(NY)0.75
Fwd EY4.82%
FCF(TTM)1.5
FCFY9.65%
OCF(TTM)2.18
OCFY14.02%
SpS25.42
BVpS13.37
TBVpS-26.33
PEG (NY)N/A
PEG (5Y)N/A
Graham Number15.32
Profitability
Industry RankSector 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 RankSector 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
WACC8.79%
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.