SURGE ENERGY INC (SGY.CA) Stock Fundamental Analysis
TSX:SGY • CA86880Y8779
7.88 CAD
0 (0%)
Last: Feb 20, 2026, 07:00 PM
We assign a fundamental rating of 5 out of 10 to SGY. SGY was compared to 203 industry peers in the Oil, Gas & Consumable Fuels industry. SGY has an average financial health and profitability rating. SGY is not valued too expensively and it also shows a decent growth rate.
1. Profitability
1.1 Basic Checks
- SGY had positive earnings in the past year.
- In the past year SGY had a positive cash flow from operations.
- In multiple years SGY reported negative net income over the last 5 years.
- In the past 5 years SGY always reported a positive cash flow from operatings.
1.2 Ratios
- The Return On Assets of SGY (3.29%) is better than 76.35% of its industry peers.
- With a decent Return On Equity value of 6.02%, SGY is doing good in the industry, outperforming 61.08% of the companies in the same industry.
- SGY has a better Return On Invested Capital (7.03%) than 83.74% of its industry peers.
- SGY had an Average Return On Invested Capital over the past 3 years of 7.95%. This is in line with the industry average of 6.56%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.29% | ||
| ROE | 6.02% | ||
| ROIC | 7.03% |
ROA(3y)4.03%
ROA(5y)-12.3%
ROE(3y)7.41%
ROE(5y)N/A
ROIC(3y)7.95%
ROIC(5y)N/A
1.3 Margins
- With a decent Profit Margin value of 8.65%, SGY is doing good in the industry, outperforming 62.07% of the companies in the same industry.
- SGY has a better Operating Margin (22.50%) than 77.83% of its industry peers.
- SGY's Operating Margin has improved in the last couple of years.
- SGY has a Gross Margin of 67.96%. This is amongst the best in the industry. SGY outperforms 83.74% of its industry peers.
- In the last couple of years the Gross Margin of SGY has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 22.5% | ||
| PM (TTM) | 8.65% | ||
| GM | 67.96% |
OM growth 3Y227.11%
OM growth 5Y28.65%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y6.13%
GM growth 5Y-0.01%
2. Health
2.1 Basic Checks
- The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so SGY is still creating some value.
- SGY has about the same amout of shares outstanding than it did 1 year ago.
- SGY has more shares outstanding than it did 5 years ago.
- SGY has a better debt/assets ratio than last year.
2.2 Solvency
- Based on the Altman-Z score of 0.26, we must say that SGY is in the distress zone and has some risk of bankruptcy.
- SGY has a Altman-Z score of 0.26. This is in the lower half of the industry: SGY underperforms 64.53% of its industry peers.
- SGY has a debt to FCF ratio of 2.56. This is a good value and a sign of high solvency as SGY would need 2.56 years to pay back of all of its debts.
- SGY has a better Debt to FCF ratio (2.56) than 87.68% of its industry peers.
- A Debt/Equity ratio of 0.32 indicates that SGY is not too dependend on debt financing.
- SGY's Debt to Equity ratio of 0.32 is fine compared to the rest of the industry. SGY outperforms 60.10% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.32 | ||
| Debt/FCF | 2.56 | ||
| Altman-Z | 0.26 |
ROIC/WACC1.01
WACC6.98%
2.3 Liquidity
- A Current Ratio of 0.88 indicates that SGY may have some problems paying its short term obligations.
- With a decent Current ratio value of 0.88, SGY is doing good in the industry, outperforming 60.10% of the companies in the same industry.
- SGY has a Quick Ratio of 0.88. 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 better Quick ratio (0.88) than 62.56% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.88 | ||
| Quick Ratio | 0.88 |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an impressive 155.00% over the past year.
- SGY shows a decrease in Revenue. In the last year, the revenue decreased by -8.75%.
- The Revenue has been growing by 9.76% on average over the past years. This is quite good.
EPS 1Y (TTM)155%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-58.82%
Revenue 1Y (TTM)-8.75%
Revenue growth 3Y27.95%
Revenue growth 5Y9.76%
Sales Q2Q%-26.02%
3.2 Future
- The Earnings Per Share is expected to grow by 39.86% on average over the next years. This is a very strong growth
- The Revenue is expected to decrease by -0.36% on average over the next years.
EPS Next Y200.06%
EPS Next 2Y52.25%
EPS Next 3Y39.86%
EPS Next 5YN/A
Revenue Next Year13.07%
Revenue Next 2Y2.87%
Revenue Next 3Y-0.37%
Revenue Next 5Y-0.36%
3.3 Evolution
- The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- A Price/Earnings ratio of 17.91 indicates a rather expensive valuation of SGY.
- Based on the Price/Earnings ratio, SGY is valued a bit cheaper than 67.00% of the companies in the same industry.
- The average S&P500 Price/Earnings ratio is at 26.99. SGY is valued slightly cheaper when compared to this.
- The Price/Forward Earnings ratio is 45.89, which means the current valuation is very expensive for SGY.
- Compared to the rest of the industry, the Price/Forward Earnings ratio of SGY is on the same level as its industry peers.
- Compared to an average S&P500 Price/Forward Earnings ratio of 28.06, SGY is valued quite expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 17.91 | ||
| Fwd PE | 45.89 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, SGY is valued cheaper than 92.61% of the companies in the same industry.
- 90.64% of the companies in the same industry are more expensive than SGY, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 8.22 | ||
| EV/EBITDA | 3.23 |
4.3 Compensation for Growth
- SGY's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
- SGY has a very decent profitability rating, which may justify a higher PE ratio.
- A more expensive valuation may be justified as SGY's earnings are expected to grow with 39.86% in the coming years.
PEG (NY)0.09
PEG (5Y)N/A
EPS Next 2Y52.25%
EPS Next 3Y39.86%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 7.00%, SGY is a good candidate for dividend investing.
- SGY's Dividend Yield is rather good when compared to the industry average which is at 3.18. SGY pays more dividend than 95.07% of the companies in the same industry.
- SGY's Dividend Yield is rather good when compared to the S&P500 average which is at 1.81.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7% |
5.2 History
- The dividend of SGY decreases each year by -10.01%.
- SGY has paid a dividend for at least 10 years, which is a reliable track record.
- The dividend of SGY decreased in the last 3 years.
Dividend Growth(5Y)-10.01%
Div Incr Years2
Div Non Decr Years2
5.3 Sustainability
- SGY pays out 116.21% of its income as dividend. This is not a sustainable payout ratio.
DP116.21%
EPS Next 2Y52.25%
EPS Next 3Y39.86%
TSX:SGY (2/20/2026, 7:00:00 PM)
7.88
0 (0%)
Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)11-05 2025-11-05/amc
Earnings (Next)03-11 2026-03-11
Inst Owners6.47%
Inst Owner ChangeN/A
Ins Owners2.83%
Ins Owner ChangeN/A
Market Cap779.17M
Revenue(TTM)516.48M
Net Income(TTM)44.70M
Analysts78.18
Price Target9.4 (19.29%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7% |
Yearly Dividend0.5
Dividend Growth(5Y)-10.01%
DP116.21%
Div Incr Years2
Div Non Decr Years2
Ex-Date01-30 2026-01-30 (0.043333)
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-24.99%
Min EPS beat(2)-59.23%
Max EPS beat(2)9.25%
EPS beat(4)1
Avg EPS beat(4)-57.47%
Min EPS beat(4)-112.91%
Max EPS beat(4)9.25%
EPS beat(8)1
Avg EPS beat(8)-102.04%
EPS beat(12)2
Avg EPS beat(12)-63.15%
EPS beat(16)5
Avg EPS beat(16)91.65%
Revenue beat(2)0
Avg Revenue beat(2)-11.23%
Min Revenue beat(2)-15.68%
Max Revenue beat(2)-6.79%
Revenue beat(4)0
Avg Revenue beat(4)-9.93%
Min Revenue beat(4)-15.92%
Max Revenue beat(4)-1.31%
Revenue beat(8)0
Avg Revenue beat(8)-10.47%
Revenue beat(12)1
Avg Revenue beat(12)-9.35%
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)-1.34%
PT rev (3m)0%
EPS NQ rev (1m)0%
EPS NQ rev (3m)140%
EPS NY rev (1m)0%
EPS NY rev (3m)-35.54%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)6.56%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.09%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 17.91 | ||
| Fwd PE | 45.89 | ||
| P/S | 1.51 | ||
| P/FCF | 8.22 | ||
| P/OCF | 2.87 | ||
| P/B | 1.05 | ||
| P/tB | 1.05 | ||
| EV/EBITDA | 3.23 |
EPS(TTM)0.44
EY5.58%
EPS(NY)0.17
Fwd EY2.18%
FCF(TTM)0.96
FCFY12.16%
OCF(TTM)2.74
OCFY34.79%
SpS5.22
BVpS7.51
TBVpS7.51
PEG (NY)0.09
PEG (5Y)N/A
Graham Number8.62
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.29% | ||
| ROE | 6.02% | ||
| ROCE | 9.2% | ||
| ROIC | 7.03% | ||
| ROICexc | 7.14% | ||
| ROICexgc | 7.14% | ||
| OM | 22.5% | ||
| PM (TTM) | 8.65% | ||
| GM | 67.96% | ||
| FCFM | 18.34% |
ROA(3y)4.03%
ROA(5y)-12.3%
ROE(3y)7.41%
ROE(5y)N/A
ROIC(3y)7.95%
ROIC(5y)N/A
ROICexc(3y)7.97%
ROICexc(5y)N/A
ROICexgc(3y)7.97%
ROICexgc(5y)N/A
ROCE(3y)10.41%
ROCE(5y)N/A
ROICexgc growth 3Y301.62%
ROICexgc growth 5Y43.96%
ROICexc growth 3Y301.62%
ROICexc growth 5Y43.96%
OM growth 3Y227.11%
OM growth 5Y28.65%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y6.13%
GM growth 5Y-0.01%
F-Score7
Asset Turnover0.38
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.32 | ||
| Debt/FCF | 2.56 | ||
| Debt/EBITDA | 0.76 | ||
| Cap/Depr | 91.03% | ||
| Cap/Sales | 34.14% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 87.46% | ||
| Profit Quality | 211.95% | ||
| Current Ratio | 0.88 | ||
| Quick Ratio | 0.88 | ||
| Altman-Z | 0.26 |
F-Score7
WACC6.98%
ROIC/WACC1.01
Cap/Depr(3y)104.95%
Cap/Depr(5y)91.53%
Cap/Sales(3y)33.35%
Cap/Sales(5y)33.42%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)155%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-58.82%
EPS Next Y200.06%
EPS Next 2Y52.25%
EPS Next 3Y39.86%
EPS Next 5YN/A
Revenue 1Y (TTM)-8.75%
Revenue growth 3Y27.95%
Revenue growth 5Y9.76%
Sales Q2Q%-26.02%
Revenue Next Year13.07%
Revenue Next 2Y2.87%
Revenue Next 3Y-0.37%
Revenue Next 5Y-0.36%
EBIT growth 1Y-13.17%
EBIT growth 3Y318.55%
EBIT growth 5Y41.2%
EBIT Next Year-10.84%
EBIT Next 3Y-11.9%
EBIT Next 5Y-12.73%
FCF growth 1Y-2.64%
FCF growth 3YN/A
FCF growth 5Y22.81%
OCF growth 1Y2.17%
OCF growth 3Y40.48%
OCF growth 5Y13.28%
SURGE ENERGY INC / SGY.CA 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 6 / 10 to SURGE ENERGY INC (SGY.CA). This can be considered as Fairly Valued.
Can you provide the profitability details for SURGE ENERGY INC?
SURGE ENERGY INC (SGY.CA) has a profitability rating of 6 / 10.
How financially healthy is SURGE ENERGY INC?
The financial health rating of SURGE ENERGY INC (SGY.CA) is 5 / 10.
Can you provide the expected EPS growth for SGY stock?
The Earnings per Share (EPS) of SURGE ENERGY INC (SGY.CA) is expected to grow by 200.06% in the next year.