SURGERY PARTNERS INC (SGRY) Stock Fundamental Analysis

USA • Nasdaq • NASDAQ:SGRY • US86881A1007

14.05 USD
-0.17 (-1.2%)
At close: Feb 4, 2026
14.05 USD
0 (0%)
After Hours: 2/4/2026, 8:00:03 PM
Fundamental Rating

3

SGRY gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 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 has a decent growth rate and is not valued too expensively.


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.
  • 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 0 200M -200M 400M

1.2 Ratios

  • Looking at the Return On Assets, with a value of -2.16%, SGRY is in line with its industry, outperforming 42.16% of the companies in the same industry.
  • SGRY has a Return On Equity (-9.94%) which is in line with its industry peers.
  • SGRY has a Return On Invested Capital (5.57%) which 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 9.16%.
  • 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

  • The Operating Margin of SGRY (15.78%) is better than 93.14% of its industry peers.
  • SGRY's Operating Margin has been stable in the last couple of years.
  • The Gross Margin of SGRY (26.57%) is comparable to the rest of the 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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2

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so 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.
  • 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

  • SGRY has an Altman-Z score of 0.74. This is a bad value and indicates that SGRY is not financially healthy and even has some risk of bankruptcy.
  • With a Altman-Z score value of 0.74, SGRY is not doing good in the industry: 72.55% of the companies in the same industry are doing better.
  • 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.
  • Looking at the Debt to FCF ratio, with a value of 18.37, SGRY is in line with its industry, outperforming 41.18% of the companies in the same 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 73.53% of its industry peers.
Industry RankSector Rank
Debt/Equity 2
Debt/FCF 18.37
Altman-Z 0.74
ROIC/WACC0.63
WACC8.84%
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 77.45% of the companies in the same industry.
  • 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.
  • With a decent Quick ratio value of 1.72, SGRY is doing good in 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

  • The earnings per share for SGRY have decreased strongly by -17.02% in the last year.
  • Looking at the last year, SGRY shows a quite strong growth in Revenue. The Revenue has grown by 10.14% in the last year.
  • 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

  • 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.
  • SGRY is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 7.88% yearly.
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.
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

More info and screens

Find the best growth stocksShow best growing peers

4

4. Valuation

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 18.01, which indicates a rather expensive current valuation of SGRY.
  • SGRY's Price/Earnings ratio is a bit cheaper when compared to the industry. SGRY is cheaper than 75.49% of the companies in the same industry.
  • SGRY's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 28.25.
  • Based on the Price/Forward Earnings ratio of 18.74, the valuation of SGRY can be described as rather expensive.
  • 60.78% of the companies in the same industry are more expensive than SGRY, based on the Price/Forward Earnings ratio.
  • The average S&P500 Price/Forward Earnings ratio is at 27.50. SGRY is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 18.01
Fwd PE 18.74
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

  • SGRY's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. SGRY is cheaper than 77.45% of the companies in the same industry.
  • SGRY's Price/Free Cash Flow ratio is rather cheap when compared to the industry. SGRY is cheaper than 87.25% of the companies in the same industry.
Industry RankSector Rank
P/FCF 9.37
EV/EBITDA 8.04
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

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

More info and screens

Find the best dividend stocksShow peers with best dividend

SURGERY PARTNERS INC

NASDAQ:SGRY (2/4/2026, 8:00:03 PM)

After market: 14.05 0 (0%)

14.05

-0.17 (-1.2%)

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 Change1.02%
Ins Owners1.11%
Ins Owner Change-0.03%
Market Cap1.82B
Revenue(TTM)3.29B
Net Income(TTM)-171.90M
Analysts81.11
Price Target26.52 (88.75%)
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)0%
PT rev (3m)-16.67%
EPS NQ rev (1m)-5.17%
EPS NQ rev (3m)-38.72%
EPS NY rev (1m)0%
EPS NY rev (3m)-25.94%
Revenue NQ rev (1m)0.01%
Revenue NQ rev (3m)-6.86%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-1.9%
Valuation
Industry RankSector Rank
PE 18.01
Fwd PE 18.74
P/S 0.55
P/FCF 9.37
P/OCF 6.45
P/B 1.05
P/tB N/A
EV/EBITDA 8.04
EPS(TTM)0.78
EY5.55%
EPS(NY)0.75
Fwd EY5.34%
FCF(TTM)1.5
FCFY10.68%
OCF(TTM)2.18
OCFY15.51%
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 0.74
F-Score4
WACC8.84%
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.