SURGERY PARTNERS INC (SGRY) Fundamental Analysis & Valuation

NASDAQ:SGRY • US86881A1007

Current stock price

14.73 USD
+0.15 (+1.03%)
At close:
14.62 USD
-0.11 (-0.75%)
Pre-Market:

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

4

1. SGRY Profitability Analysis

1.1 Basic Checks

  • SGRY had positive earnings in the past year.
  • SGRY had a positive operating cash flow in the past year.
  • SGRY had negative earnings in each of the past 5 years.
  • 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 2025 0 200M -200M 400M

1.2 Ratios

  • SGRY's Return On Assets of -0.96% is in line compared to the rest of the industry. SGRY outperforms 42.00% of its industry peers.
  • The Return On Equity of SGRY (-4.55%) is comparable to the rest of the industry.
  • SGRY has a Return On Invested Capital of 5.05%. This is comparable to the rest of the industry: SGRY outperforms 56.00% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for SGRY is below the industry average of 8.51%.
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

  • The Operating Margin of SGRY (14.49%) is better than 89.00% of its industry peers.
  • In the last couple of years the Operating Margin of SGRY has grown nicely.
  • With a Gross Margin value of 25.78%, SGRY perfoms like the industry average, outperforming 55.00% 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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2

2. SGRY Health Analysis

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.
  • SGRY has more shares outstanding than it did 1 year ago.
  • Compared to 5 years ago, SGRY has more shares outstanding
  • Compared to 1 year ago, SGRY has a worse debt to assets ratio.
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

  • SGRY has an Altman-Z score of 0.72. 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 (0.72) is worse than 71.00% 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.
  • SGRY has a worse Debt to FCF ratio (18.93) than 65.00% of its industry peers.
  • A Debt/Equity ratio of 2.10 is on the high side and indicates that SGRY has dependencies on debt financing.
  • The Debt to Equity ratio of SGRY (2.10) is worse than 74.00% of its industry peers.
Industry RankSector Rank
Debt/Equity 2.1
Debt/FCF 18.93
Altman-Z 0.72
ROIC/WACC0.55
WACC9.19%
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

  • A Current Ratio of 1.87 indicates that SGRY should not have too much problems paying its short term obligations.
  • SGRY has a better Current ratio (1.87) than 77.00% of its industry peers.
  • A Quick Ratio of 1.71 indicates that SGRY should not have too much problems paying its short term obligations.
  • Looking at the Quick ratio, with a value of 1.71, SGRY is in the better half of the industry, outperforming 73.00% of the companies in the same industry.
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%.
  • The Revenue has been growing by 12.21% on average over the past years. This is quite good.
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

  • Based on estimates for the next years, SGRY will show a very strong growth in Earnings Per Share. The EPS will grow by 39.13% on average per year.
  • SGRY is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 8.14% yearly.
EPS Next Y-46.78%
EPS Next 2Y-0.67%
EPS Next 3Y12.18%
EPS Next 5Y39.13%
Revenue Next Year3.61%
Revenue Next 2Y4.63%
Revenue Next 3Y5.91%
Revenue Next 5Y8.14%

3.3 Evolution

  • Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
  • 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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3

4. SGRY Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 32.02, SGRY can be considered very expensive at the moment.
  • Compared to the rest of the industry, the Price/Earnings ratio of SGRY is on the same level as its industry peers.
  • The average S&P500 Price/Earnings ratio is at 27.50. SGRY is around the same levels.
  • SGRY is valuated quite expensively with a Price/Forward Earnings ratio of 60.17.
  • The rest of the industry has a similar Price/Forward Earnings ratio as SGRY.
  • SGRY is valuated expensively when we compare the Price/Forward Earnings ratio to 22.62, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 32.02
Fwd PE 60.17
SGRY Price Earnings VS Forward Price EarningsSGRY Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60

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.
  • 83.00% of the companies in the same industry are more expensive than SGRY, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 9.75
EV/EBITDA 8.19
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

  • A more expensive valuation may be justified as SGRY's earnings are expected to grow with 12.18% in the coming years.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-0.67%
EPS Next 3Y12.18%

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

0

5. SGRY Dividend Analysis

5.1 Amount

  • SGRY does not give a dividend.
Industry RankSector Rank
Dividend Yield 0%

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SGRY Fundamentals: All Metrics, Ratios and Statistics

SURGERY PARTNERS INC

NASDAQ:SGRY (4/22/2026, 8:00:02 PM)

Premarket: 14.62 -0.11 (-0.75%)

14.73

+0.15 (+1.03%)

Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupHealth Care Equipment & Services
GICS IndustryHealth Care Providers & Services
Earnings (Last)03-02
Earnings (Next)05-05
Inst Owners83.54%
Inst Owner Change-0.33%
Ins Owners1.63%
Ins Owner Change1.19%
Market Cap1.91B
Revenue(TTM)3.31B
Net Income(TTM)-77.90M
Analysts81.11
Price Target19.66 (33.47%)
Short Float %18.19%
Short Ratio8.25
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)-24.28%
PT rev (3m)-25.87%
EPS NQ rev (1m)2.69%
EPS NQ rev (3m)-519.28%
EPS NY rev (1m)-67.35%
EPS NY rev (3m)-67.35%
Revenue NQ rev (1m)0.04%
Revenue NQ rev (3m)-2.91%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-4.21%
Valuation
Industry RankSector Rank
PE 32.02
Fwd PE 60.17
P/S 0.58
P/FCF 9.75
P/OCF 6.95
P/B 1.11
P/tB N/A
EV/EBITDA 8.19
EPS(TTM)0.46
EY3.12%
EPS(NY)0.24
Fwd EY1.66%
FCF(TTM)1.51
FCFY10.26%
OCF(TTM)2.12
OCFY14.39%
SpS25.57
BVpS13.24
TBVpS-27.22
PEG (NY)N/A
PEG (5Y)N/A
Graham Number11.704 (-20.54%)
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 0.72
F-Score5
WACC9.19%
ROIC/WACC0.55
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 Y-46.78%
EPS Next 2Y-0.67%
EPS Next 3Y12.18%
EPS Next 5Y39.13%
Revenue 1Y (TTM)6.24%
Revenue growth 3Y9.22%
Revenue growth 5Y12.21%
Sales Q2Q%2.38%
Revenue Next Year3.61%
Revenue Next 2Y4.63%
Revenue Next 3Y5.91%
Revenue Next 5Y8.14%
EBIT growth 1Y1.03%
EBIT growth 3Y8.59%
EBIT growth 5Y20.49%
EBIT Next Year28.56%
EBIT Next 3Y15.28%
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 Fundamental Analysis 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 3 / 10 to SURGERY PARTNERS INC (SGRY). This can be considered as Overvalued.


Can you provide the profitability details for SURGERY PARTNERS INC?

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


What is the valuation of SURGERY PARTNERS INC based on its PE and PB ratios?

The Price/Earnings (PE) ratio for SURGERY PARTNERS INC (SGRY) is 32.02 and the Price/Book (PB) ratio is 1.11.


Can you provide the expected EPS growth for SGRY stock?

The Earnings per Share (EPS) of SURGERY PARTNERS INC (SGRY) is expected to decline by -46.78% in the next year.