15.75 USD
+0.34 (+2.21%)
We assign a fundamental rating of 3 out of 10 to SGRY. SGRY was compared to 100 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 decent growth rate and is not valued too expensively.
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.
- In the past 5 years SGRY always reported a positive cash flow from operatings.
1.2 Ratios
- SGRY's Return On Assets of -2.16% is in line compared to the rest of the industry. SGRY outperforms 42.00% of its industry peers.
- With a Return On Equity value of -9.94%, SGRY perfoms like the industry average, outperforming 44.00% of the companies in the same industry.
- SGRY has a Return On Invested Capital of 5.57%. This is comparable to the rest of the industry: SGRY outperforms 58.00% of its industry peers.
- SGRY had an Average Return On Invested Capital over the past 3 years of 5.03%. This is below the industry average of 9.19%.
- 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
- With an excellent Operating Margin value of 15.78%, SGRY belongs to the best of the industry, outperforming 94.00% of the companies in the same industry.
- SGRY's Operating Margin has been stable in the last couple of years.
- SGRY has a Gross Margin (26.57%) which 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
- SGRY has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
- The number of shares outstanding for SGRY has been increased compared to 1 year ago.
- Compared to 5 years ago, SGRY has more shares outstanding
- The debt/assets ratio for SGRY is higher compared to a year ago.
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 has a Altman-Z score of 0.76. This is in the lower half of the industry: SGRY underperforms 75.00% 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.
- Looking at the Debt to FCF ratio, with a value of 18.37, SGRY is doing worse than 60.00% of the companies in the same industry.
- A Debt/Equity ratio of 2.00 is on the high side and indicates that SGRY has dependencies on debt financing.
- SGRY has a worse Debt to Equity ratio (2.00) than 74.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2 | ||
| Debt/FCF | 18.37 | ||
| Altman-Z | 0.76 |
ROIC/WACC0.62
WACC8.91%
2.3 Liquidity
- A Current Ratio of 1.88 indicates that SGRY should not have too much problems paying its short term obligations.
- SGRY has a Current ratio of 1.88. This is in the better half of the industry: SGRY outperforms 78.00% of its industry peers.
- A Quick Ratio of 1.72 indicates that SGRY should not have too much problems paying its short term obligations.
- With a decent Quick ratio value of 1.72, SGRY is doing good in the industry, outperforming 73.00% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.88 | ||
| Quick Ratio | 1.72 |
3. Growth
3.1 Past
- The earnings per share for SGRY have decreased strongly by -17.02% in the last year.
- SGRY shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 10.14%.
- Measured over the past years, SGRY shows a quite strong growth in Revenue. The Revenue has been growing by 11.20% on average per year.
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.
- Based on estimates for the next years, SGRY will show a small growth in Revenue. The Revenue will grow by 7.88% on average per year.
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
- 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.
4. Valuation
4.1 Price/Earnings Ratio
- Based on the Price/Earnings ratio of 20.19, the valuation of SGRY can be described as rather expensive.
- SGRY's Price/Earnings ratio is a bit cheaper when compared to the industry. SGRY is cheaper than 73.00% of the companies in the same industry.
- SGRY is valuated rather cheaply when we compare the Price/Earnings ratio to 27.33, which is the current average of the S&P500 Index.
- SGRY is valuated rather expensively with a Price/Forward Earnings ratio of 21.01.
- SGRY's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. SGRY is cheaper than 62.00% of the companies in the same industry.
- SGRY's Price/Forward Earnings ratio indicates a similar valuation than the S&P500 average which is at 24.12.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.19 | ||
| Fwd PE | 21.01 |
4.2 Price Multiples
- SGRY's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. SGRY is cheaper than 79.00% of the companies in the same industry.
- Based on the Price/Free Cash Flow ratio, SGRY is valued cheaply inside the industry as 85.00% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 10.5 | ||
| EV/EBITDA | 8.31 |
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% |
NASDAQ:SGRY (1/15/2026, 10:58:31 AM)
15.75
+0.34 (+2.21%)
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 Change0.36%
Ins Owners1.11%
Ins Owner Change-0.17%
Market Cap2.04B
Revenue(TTM)3.29B
Net Income(TTM)-171.90M
Analysts81.11
Price Target26.52 (68.38%)
Short Float %18.68%
Short Ratio7.35
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%
Revenue NQ rev (3m)-6.75%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-1.9%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.19 | ||
| Fwd PE | 21.01 | ||
| P/S | 0.62 | ||
| P/FCF | 10.5 | ||
| P/OCF | 7.23 | ||
| P/B | 1.18 | ||
| P/tB | N/A | ||
| EV/EBITDA | 8.31 |
EPS(TTM)0.78
EY4.95%
EPS(NY)0.75
Fwd EY4.76%
FCF(TTM)1.5
FCFY9.52%
OCF(TTM)2.18
OCFY13.84%
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
WACC8.91%
ROIC/WACC0.62
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.