SGRY Stock Analysis: Surgery | NASDAQ

Medical Care Facilities | NASDAQ, USA | Market Cap: 2.004m USD | 12M Return: -33.1% | US86881A1007 | Charts, Fundamentals & Technical Analysis

Surgical Facilities, Ambulatory Centers, Anesthesia Services, Pain Management
Total Rating 33
Safety 64
Buy Signal -0.45
Medical Care Facilities
Industry Rotation: -15.3
Market Cap: 2.00B
Avg Turnover: 21.8M
Risk 3d forecast
Volatility51.3%
VaR 5th Pctl8.25%
VaR vs Median-2.24%
Reward TTM
Sharpe Ratio-0.69
Rel. Str. IBD14.2
Rel. Str. Peer Group9.4
Character TTM
Beta0.538
Beta Downside0.703
Hurst Exponent0.505
Drawdowns 3y
Max DD69.25%
CAGR/Max DD-0.34
CAGR/Mean DD-0.64
EPS (Earnings per Share) EPS (Earnings per Share) of SGRY over the last years for every Quarter: "2021-06": -0.0016, "2021-09": -0.05, "2021-12": 0.23, "2022-03": -0.09, "2022-06": -0.03, "2022-09": -0.02, "2022-12": 0.27, "2023-03": 0.08, "2023-06": 0.28, "2023-09": 0.19, "2023-12": 0.44, "2024-03": 0.1, "2024-06": 0.21, "2024-09": 0.19, "2024-12": 0.44, "2025-03": 0.04, "2025-06": 0.17, "2025-09": 0.13, "2025-12": 0.12, "2026-03": -0.03,
EPS CAGR: -16.52%
EPS Trend: -52.2%
Last SUE: 1.43
Qual. Beats: 1
Revenue Revenue of SGRY over the last years for every Quarter: 2021-06: 543.3, 2021-09: 559.2, 2021-12: 610.2, 2022-03: 596.2, 2022-06: 615.4, 2022-09: 620.6, 2022-12: 707.1, 2023-03: 666.2, 2023-06: 667.6, 2023-09: 674.1, 2023-12: 735.4, 2024-03: 717.4, 2024-06: 762.1, 2024-09: 770.4, 2024-12: 864.4, 2025-03: 776, 2025-06: 826.2, 2025-09: 821.5, 2025-12: 885, 2026-03: 810.9,
Rev. CAGR: 9.69%
Rev. Trend: 98.6%
Last SUE: 0.95
Qual. Beats: 2

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.8 years of data

Jan +12.8% 41
Feb +0.9% 26
Mar -1.5% 11
Apr -3.9% 15
May +2.6% 0
Jun -1.5% 32
Jul -0.8% 10
Aug -7.9% 9
Sep +0.5% 5
Oct -11.0% 29
Nov -0.6% 13
Dec +4.1% 12

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: SGRY Surgery

Surgery Partners, Inc. (SGRY) operates a U.S. network of surgical facilities and ancillary healthcare services, primarily through ambulatory surgery centers (ASCs) and surgical hospitals that perform non-emergency procedures. Its clinical mix spans orthopedics and pain management, ophthalmology, gastroenterology, and general surgery, and it also runs emergency departments, physician practices, diagnostic testing, urgent care, and anesthesia services.

The company was founded in 2004, is headquartered in Brentwood, Tennessee, and has traded on NASDAQ since its October 2015 IPO. Surgery Partners sits within the GICS Health Care Facilities sub-industry, a segment shaped by the ongoing migration of lower-acuity procedures from inpatient hospital settings to lower-cost outpatient facilities.

Headlines to Watch Out For
  • Same-store procedure volumes accelerate across ASC network
  • Reimbursement pressure and labor costs squeeze margins
  • ASC acquisitions and consolidation drive facility network expansion
Piotroski VR-10 (Strict) 3.0
Net Income: -76.1m TTM > 0 and > 6% of Revenue
FCF/TA: 0.03 > 0.02 and ΔFCF/TA 0.41 > 1.0
NWC/Revenue: 14.98% < 20% (prev 15.92%; Δ -0.94% < -1%)
CFO/TA 0.03 > 3% & CFO 280.0m > Net Income -76.1m
Net Debt (4.16b) to EBITDA (958.2m): 4.34 < 3
Current Ratio: 1.86 > 1.5 & < 3
Outstanding Shares: last quarter (128.4m) vs 12m ago 1.39% < -2%
Gross Margin: 21.68% > 18% (prev 23.71%; Δ -2.03% > 0.5%)
Asset Turnover: 41.82% > 50% (prev 39.91%; Δ 1.90% > 0%)
Interest Coverage Ratio: 1.17 > 6 (EBIT TTM 780.0m / Interest Expense TTM 666.1m)
Altman Z'' 1.11
A: 0.06 (Total Current Assets 1.08b - Total Current Liabilities 581.7m) / Total Assets 8.04b
B: -0.11 (Retained Earnings -851.1m / Total Assets 8.04b)
C: 0.10 (EBIT TTM 780.0m / Avg Total Assets 8.00b)
D: 0.37 (Book Value of Equity 1.69b / Total Liabilities 4.56b)
Altman-Z'' = 1.11 = BB
Beneish M -2.90
DSRI: 1.00 (Receivables 603.4m/570.6m, Revenue 3.34b/3.17b)
GMI: 1.09 (GM 23.71% / 21.68%)
AQI: 1.01 (AQ_t 0.69 / AQ_t-1 0.69)
SGI: 1.05 (Revenue 3.34b / 3.17b)
TATA: -0.04 (NI -76.1m - CFO 280.0m) / TA 8.04b)
Beneish M = -2.90 (Cap -4..+1) = A
What is the price of SGRY shares?

As of August 08, 2026, the stock is trading at USD 15.53 with a total of 1,864,674 shares traded. Over the past week, the price has changed by +0.84%, over one month by -9.55%, over three months by +8.53% and over the past year by -33.12%.

Current recommended Stop Loss: 14.40 (which is 7.3% or 1.4 ATR below the current price).

Is SGRY a buy, sell or hold?

Surgery has received a consensus analysts rating of 4.42. Therefore, it is recommended to buy SGRY.

  • StrongBuy: 8
  • Buy: 1
  • Hold: 3
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the SGRY price?
Analysts Target Price 18.6 20%
Surgery (SGRY) - Fundamental Data Overview as of 07 August 2026
Market Cap USD = 2.00b (2.00b USD * 1.0 USD.USD)
P/E Forward = 22.3214
P/S = 0.5993
P/B = 1.192
P/EG = 1.66
Revenue TTM = 3.34b USD
EBIT TTM = 780.0m USD
EBITDA TTM = 958.2m USD
Long Term Debt = 3.61b USD (from longTermDebt, last quarter)
Short Term Debt = 142.6m USD (from shortTermDebt, last quarter)
Debt = 4.34b USD (from shortLongTermDebtTotal, last quarter) + Leases 314.1m
Net Debt = 4.16b USD (calculated: Debt 4.34b - CCE 182.3m)
Enterprise Value = 6.16b USD (2.00b + Debt 4.34b - CCE 182.3m)
Interest Coverage Ratio = 1.17 (Ebit TTM 780.0m / Interest Expense TTM 666.1m)
EV/FCF = 29.63x (Enterprise Value 6.16b / FCF TTM 208.0m)
FCF Yield = 3.37% (FCF TTM 208.0m / Enterprise Value 6.16b)
FCF Margin = 6.22% (FCF TTM 208.0m / Revenue TTM 3.34b)
Net Margin = -2.28% (Net Income TTM -76.1m / Revenue TTM 3.34b)
Gross Margin = 21.68% ((Revenue TTM 3.34b - Cost of Revenue TTM 2.62b) / Revenue TTM)
Gross Margin QoQ = 15.01% (prev 23.98%)
Tobins Q-Ratio = 0.77 (Enterprise Value 6.16b / Total Assets 8.04b)
Interest Expense / Debt = 15.34% (Interest Expense 666.1m / Debt 4.34b)
Taxrate = 14.75% (16.8m / 113.9m)
NOPAT = 665.0m (EBIT 780.0m * (1 - 14.75%))
Current Ratio = 1.86 (Total Current Assets 1.08b / Total Current Liabilities 581.7m)
Debt / Equity = 2.57 (Debt 4.34b / totalStockholderEquity, last quarter 1.69b)
Debt / EBITDA = 4.34 (Net Debt 4.16b / EBITDA 958.2m)
Debt / FCF = 20.00 (Net Debt 4.16b / FCF TTM 208.0m)
Total Stockholder Equity = 1.72b (last 4 quarters mean from totalStockholderEquity)
RoA = -0.95% (Net Income -76.1m / Total Assets 8.04b)
RoE = -4.43% (Net Income TTM -76.1m / Total Stockholder Equity 1.72b)
RoCE = 14.63% (EBIT 780.0m / Capital Employed (Equity 1.72b + L.T.Debt 3.61b))
RoIC = 8.94% (NOPAT 665.0m / Invested Capital 7.44b)
WACC = 11.43% (E(2.00b)/V(6.35b) * Re(7.87%) + D(4.34b)/V(6.35b) * Rd(15.34%) * (1-Tc(0.15)))
Discount Rate = 7.87% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 92.22 | Cagr: 0.91%
[DCF] Terminal Value 68.67% ; FCFF base≈194.1m ; Y1≈222.5m ; Y5≈327.5m
 [DCF] Fair Price = N/A (negative equity: EV 3.18b - Net Debt 4.16b = -975.0m; debt exceeds intrinsic value)
 EPS Correlation: -52.24 | EPS CAGR: -16.52% | SUE: 1.43 | # QB: 1
Revenue Correlation: 98.62 | Revenue CAGR: 9.69% | SUE: 0.95 | # QB: 2
EPS current Quarter (2026-06-30): EPS=0.07 | Chg30d=+6.70% | Revisions=+0% | Analysts=10
EPS next Quarter (2026-09-30): EPS=0.13 | Chg30d=+2.31% | Revisions=+0% | Analysts=10
EPS current Year (2026-12-31): EPS=0.46 | Chg30d=+3.94% | Revisions=+25% | GrowthEPS=-1.2% | GrowthRev=+3.0%
EPS next Year (2027-12-31): EPS=0.67 | Chg30d=+2.20% | Revisions=+40% | GrowthEPS=+43.9% | GrowthRev=+5.3%
[Analyst] Revisions Ratio: +50% (up=3, down=0)