SURGE ENERGY INC (SGY.CA) Fundamental Analysis & Valuation
TSX:SGY • CA86880Y8779
Current stock price
9.08 CAD
+0.12 (+1.34%)
Last:
This SGY.CA fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
1. SGY.CA Profitability Analysis
1.1 Basic Checks
- SGY had positive earnings in the past year.
- In the past year SGY had a positive cash flow from operations.
- SGY had positive earnings in 4 of the past 5 years.
- SGY had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- The Return On Assets of SGY (3.04%) is better than 64.22% of its industry peers.
- SGY's Return On Equity of 5.55% is fine compared to the rest of the industry. SGY outperforms 61.27% of its industry peers.
- The Return On Invested Capital of SGY (6.86%) is better than 88.24% of its industry peers.
- The Average Return On Invested Capital over the past 3 years for SGY is in line with the industry average of 6.85%.
- The 3 year average ROIC (6.59%) for SGY is below the current ROIC(6.86%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.04% | ||
| ROE | 5.55% | ||
| ROIC | 6.86% |
ROA(3y)0.06%
ROA(5y)9.42%
ROE(3y)0.05%
ROE(5y)21.44%
ROIC(3y)6.59%
ROIC(5y)6%
1.3 Margins
- Looking at the Profit Margin, with a value of 8.05%, SGY is in the better half of the industry, outperforming 62.25% of the companies in the same industry.
- In the last couple of years the Profit Margin of SGY has declined.
- SGY's Operating Margin of 22.60% is fine compared to the rest of the industry. SGY outperforms 77.45% of its industry peers.
- In the last couple of years the Operating Margin of SGY has declined.
- With an excellent Gross Margin value of 67.72%, SGY belongs to the best of the industry, outperforming 82.35% of the companies in the same industry.
- SGY's Gross Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 22.6% | ||
| PM (TTM) | 8.05% | ||
| GM | 67.72% |
OM growth 3Y-15.13%
OM growth 5YN/A
PM growth 3Y-42.86%
PM growth 5YN/A
GM growth 3Y-1.18%
GM growth 5Y7.03%
2. SGY.CA Health Analysis
2.1 Basic Checks
- SGY has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
- Compared to 1 year ago, SGY has less shares outstanding
- SGY has more shares outstanding than it did 5 years ago.
- SGY has a worse debt/assets ratio than last year.
2.2 Solvency
- Based on the Altman-Z score of 0.34, we must say that SGY is in the distress zone and has some risk of bankruptcy.
- Looking at the Altman-Z score, with a value of 0.34, SGY is doing worse than 62.25% of the companies in the same industry.
- The Debt to FCF ratio of SGY is 2.30, which is a good value as it means it would take SGY, 2.30 years of fcf income to pay off all of its debts.
- The Debt to FCF ratio of SGY (2.30) is better than 90.20% of its industry peers.
- A Debt/Equity ratio of 0.31 indicates that SGY is not too dependend on debt financing.
- With a decent Debt to Equity ratio value of 0.31, SGY is doing good in the industry, outperforming 62.25% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.31 | ||
| Debt/FCF | 2.3 | ||
| Altman-Z | 0.34 |
ROIC/WACC0.97
WACC7.05%
2.3 Liquidity
- SGY has a Current Ratio of 0.78. This is a bad value and indicates that SGY is not financially healthy enough and could expect problems in meeting its short term obligations.
- Looking at the Current ratio, with a value of 0.78, SGY is in line with its industry, outperforming 54.90% of the companies in the same industry.
- SGY has a Quick Ratio of 0.78. This is a bad value and indicates that SGY is not financially healthy enough and could expect problems in meeting its short term obligations.
- SGY has a Quick ratio (0.78) which is in line with its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.78 | ||
| Quick Ratio | 0.78 |
3. SGY.CA Growth Analysis
3.1 Past
- The Earnings Per Share has grown by an impressive 174.07% over the past year.
- SGY shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -46.62% yearly.
- Looking at the last year, SGY shows a decrease in Revenue. The Revenue has decreased by -7.72% in the last year.
- SGY shows a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 20.55% yearly.
EPS 1Y (TTM)174.07%
EPS 3Y-46.62%
EPS 5YN/A
EPS Q2Q%-133.33%
Revenue 1Y (TTM)-7.72%
Revenue growth 3Y-2.34%
Revenue growth 5Y20.55%
Sales Q2Q%-34.22%
3.2 Future
- SGY is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 30.98% yearly.
- SGY is expected to show a decrease in Revenue. In the coming years, the Revenue will decrease by -3.97% yearly.
EPS Next Y-67.18%
EPS Next 2Y-0.34%
EPS Next 3Y30.98%
EPS Next 5YN/A
Revenue Next Year-11.62%
Revenue Next 2Y-3.3%
Revenue Next 3Y-3.97%
Revenue Next 5YN/A
3.3 Evolution
- The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
- 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. SGY.CA Valuation Analysis
4.1 Price/Earnings Ratio
- The Price/Earnings ratio is 22.70, which indicates a rather expensive current valuation of SGY.
- Based on the Price/Earnings ratio, SGY is valued a bit cheaper than the industry average as 65.69% of the companies are valued more expensively.
- The average S&P500 Price/Earnings ratio is at 27.18. SGY is around the same levels.
- With a Price/Forward Earnings ratio of 69.15, SGY can be considered very expensive at the moment.
- SGY's Price/Forward Earnings is on the same level as the industry average.
- SGY's Price/Forward Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 37.96.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 22.7 | ||
| Fwd PE | 69.15 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, SGY is valued cheaply inside the industry as 94.12% of the companies are valued more expensively.
- Based on the Price/Free Cash Flow ratio, SGY is valued cheaply inside the industry as 90.69% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 8.45 | ||
| EV/EBITDA | 3.76 |
4.3 Compensation for Growth
- The decent profitability rating of SGY may justify a higher PE ratio.
- A more expensive valuation may be justified as SGY's earnings are expected to grow with 30.98% in the coming years.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-0.34%
EPS Next 3Y30.98%
5. SGY.CA Dividend Analysis
5.1 Amount
- With a Yearly Dividend Yield of 6.07%, SGY is a good candidate for dividend investing.
- Compared to an average industry Dividend Yield of 4.63, SGY pays a better dividend. On top of this SGY pays more dividend than 92.65% of the companies listed in the same industry.
- Compared to an average S&P500 Dividend Yield of 1.82, SGY pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.07% |
5.2 History
- On average, the dividend of SGY grows each year by 18.76%, which is quite nice.
- SGY has paid a dividend for at least 10 years, which is a reliable track record.
- SGY has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)18.76%
Div Incr Years3
Div Non Decr Years3
5.3 Sustainability
- 128.30% of the earnings are spent on dividend by SGY. This is not a sustainable payout ratio.
- SGY's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP128.3%
EPS Next 2Y-0.34%
EPS Next 3Y30.98%
SGY.CA Fundamentals: All Metrics, Ratios and Statistics
TSX:SGY (4/13/2026, 7:00:00 PM)
9.08
+0.12 (+1.34%)
Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)03-04 2026-03-04/amc
Earnings (Next)05-05 2026-05-05
Inst Owners6.66%
Inst Owner ChangeN/A
Ins Owners2.82%
Ins Owner ChangeN/A
Market Cap897.47M
Revenue(TTM)499.91M
Net Income(TTM)40.26M
Analysts78.18
Price Target10.01 (10.24%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.07% |
Yearly Dividend0.52
Dividend Growth(5Y)18.76%
DP128.3%
Div Incr Years3
Div Non Decr Years3
Ex-Date03-31 2026-03-31 (0.043333)
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-148.92%
Min EPS beat(2)-238.61%
Max EPS beat(2)-59.23%
EPS beat(4)1
Avg EPS beat(4)-88.9%
Min EPS beat(4)-238.61%
Max EPS beat(4)9.25%
EPS beat(8)1
Avg EPS beat(8)-106.55%
EPS beat(12)1
Avg EPS beat(12)-100%
EPS beat(16)4
Avg EPS beat(16)-68.62%
Revenue beat(2)0
Avg Revenue beat(2)-18.25%
Min Revenue beat(2)-20.82%
Max Revenue beat(2)-15.68%
Revenue beat(4)0
Avg Revenue beat(4)-14.8%
Min Revenue beat(4)-20.82%
Max Revenue beat(4)-6.79%
Revenue beat(8)0
Avg Revenue beat(8)-10.83%
Revenue beat(12)1
Avg Revenue beat(12)-9.63%
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)6.44%
PT rev (3m)5.02%
EPS NQ rev (1m)0%
EPS NQ rev (3m)0%
EPS NY rev (1m)-4.88%
EPS NY rev (3m)-50.94%
Revenue NQ rev (1m)-0.46%
Revenue NQ rev (3m)-1%
Revenue NY rev (1m)0.66%
Revenue NY rev (3m)-7.03%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 22.7 | ||
| Fwd PE | 69.15 | ||
| P/S | 1.8 | ||
| P/FCF | 8.45 | ||
| P/OCF | 3.38 | ||
| P/B | 1.24 | ||
| P/tB | 1.24 | ||
| EV/EBITDA | 3.76 |
EPS(TTM)0.4
EY4.41%
EPS(NY)0.13
Fwd EY1.45%
FCF(TTM)1.07
FCFY11.83%
OCF(TTM)2.69
OCFY29.63%
SpS5.06
BVpS7.33
TBVpS7.33
PEG (NY)N/A
PEG (5Y)N/A
Graham Number8.12
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.04% | ||
| ROE | 5.55% | ||
| ROCE | 9.2% | ||
| ROIC | 6.86% | ||
| ROICexc | 6.96% | ||
| ROICexgc | 6.96% | ||
| OM | 22.6% | ||
| PM (TTM) | 8.05% | ||
| GM | 67.72% | ||
| FCFM | 21.24% |
ROA(3y)0.06%
ROA(5y)9.42%
ROE(3y)0.05%
ROE(5y)21.44%
ROIC(3y)6.59%
ROIC(5y)6%
ROICexc(3y)6.64%
ROICexc(5y)6.03%
ROICexgc(3y)6.64%
ROICexgc(5y)6.03%
ROCE(3y)8.84%
ROCE(5y)8.05%
ROICexgc growth 3Y-12.79%
ROICexgc growth 5YN/A
ROICexc growth 3Y-12.79%
ROICexc growth 5YN/A
OM growth 3Y-15.13%
OM growth 5YN/A
PM growth 3Y-42.86%
PM growth 5YN/A
GM growth 3Y-1.18%
GM growth 5Y7.03%
F-Score7
Asset Turnover0.38
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.31 | ||
| Debt/FCF | 2.3 | ||
| Debt/EBITDA | 0.76 | ||
| Cap/Depr | 85.98% | ||
| Cap/Sales | 31.95% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 89% | ||
| Profit Quality | 263.78% | ||
| Current Ratio | 0.78 | ||
| Quick Ratio | 0.78 | ||
| Altman-Z | 0.34 |
F-Score7
WACC7.05%
ROIC/WACC0.97
Cap/Depr(3y)93.81%
Cap/Depr(5y)98.67%
Cap/Sales(3y)33.45%
Cap/Sales(5y)34.43%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)174.07%
EPS 3Y-46.62%
EPS 5YN/A
EPS Q2Q%-133.33%
EPS Next Y-67.18%
EPS Next 2Y-0.34%
EPS Next 3Y30.98%
EPS Next 5YN/A
Revenue 1Y (TTM)-7.72%
Revenue growth 3Y-2.34%
Revenue growth 5Y20.55%
Sales Q2Q%-34.22%
Revenue Next Year-11.62%
Revenue Next 2Y-3.3%
Revenue Next 3Y-3.97%
Revenue Next 5YN/A
EBIT growth 1Y-8.51%
EBIT growth 3Y-17.11%
EBIT growth 5YN/A
EBIT Next Year15.11%
EBIT Next 3Y-2.5%
EBIT Next 5YN/A
FCF growth 1Y27.12%
FCF growth 3Y0%
FCF growth 5Y40.5%
OCF growth 1Y-4.57%
OCF growth 3Y-1.25%
OCF growth 5Y29.79%
SURGE ENERGY INC / SGY.CA Fundamental Analysis FAQ
What is the fundamental rating for SGY stock?
ChartMill assigns a fundamental rating of 5 / 10 to SGY.CA.
What is the valuation status for SGY stock?
ChartMill assigns a valuation rating of 5 / 10 to SURGE ENERGY INC (SGY.CA). This can be considered as Fairly Valued.
What is the profitability of SGY stock?
SURGE ENERGY INC (SGY.CA) has a profitability rating of 7 / 10.
What are the PE and PB ratios of SURGE ENERGY INC (SGY.CA) stock?
The Price/Earnings (PE) ratio for SURGE ENERGY INC (SGY.CA) is 22.7 and the Price/Book (PB) ratio is 1.24.
Can you provide the expected EPS growth for SGY stock?
The Earnings per Share (EPS) of SURGE ENERGY INC (SGY.CA) is expected to decline by -67.18% in the next year.