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Surgery Partners, Inc. (SGRY)

NEUTRAL
HealthcareMedical Care FacilitiesUnited States

Fundamental

54

Price

$13.99

Market Cap

$1.90B

Part 1 · What the company is worth

Overview

Surgery Partners, Inc., together with its subsidiaries, owns and operates a network of surgical facilities and ancillary services in the United States. The company provides ambulatory surgery centers and surgical hospitals that offer non-emergency surgical procedures in various specialties, including orthopedics and pain management, ophthalmology, gastroenterology, and general surgery. It offers emergency departments; ancillary services such as physician practices and diagnostic testing; multi-specialty physician practices; urgent care facilities; and anesthesia services. In addition, it offers single- and multi-specialty facilities. Surgery Partners, Inc. was founded in 2004 and is headquartered in Brentwood, Tennessee.

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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Balance Sheet & Liquidity

Revenue

$3.37B

Trailing 12 months (through 6/30/2026)

Net Income

$-89M

Trailing 12 months (through 6/30/2026)

Free Cash Flow

$196M

Total Equity

$1.71B

Total Liabilities

$4.99B

Current Ratio

1.95

Interest Coverage

-

Debt/EBITDA

7.18

Earnings Per Share

Revenue & Net Income

Free Cash Flow

Income Breakdown

Historical statement

Margins over time

Debt over time

How heavy the debt is

Growth grid

Growth — Revenue

Fair Value Estimation

General caseFairly Valued

Fair Value

$17.17

Current Price

$13.99

Margin of Safety

+18.5%

Fair Value Range

$14.82 - $19.53

Estimation Methods

Analyst price target:$18.73
Discounted cash flow (DCF):$17.06
Earnings multiple (P/E):Not enough data to compute it
Graham growth formula:Not enough data to compute it
Earnings power value (EPV):$11.29
Justified P/B:Not enough data to compute it
Dividend discount (Gordon):Not enough data to compute it
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:$70.60
Revenue multiple:Not enough data to compute it
Analyst Consensus:Strong Buy (14B / 4H / 0S)
Last Earnings Surprise:+68.07%

Valuation Metrics

P/E Ratio

-

ROE

-4.5%

P/B Ratio

1.09

P/FCF

9.74

Gross Margin

-

ROIC

4.1%

Profitability Radar

Value Creation (Economic Moat)

ROIC

4.1%

WACC

4.9%

ROIC − WACC

-0.9 pp

ROIC is roughly in line with the cost of capital — the company is barely covering its capital cost.

Fundamental Analysis Criteria

Passed (12)

  • P/FCF 9.74
  • P/B Ratio 1.09
  • Debt/Equity ratio
  • Operating Margin 11.4%
  • Positive Free Cash Flow
  • Current Ratio
  • Revenue Growth 5Y 12.2%
  • Analyst Consensus 78% Buy
  • Earnings Surprise avg 14.8%
  • Share Dilution 1.0%
  • Net Margin Trend -2.6% vs -5.6%
  • Piotroski F-Score 5/9

Failed (9)

  • EPS shows upward trend
  • Price CAGR -0.87%
  • ROIC 4.1%
  • CapEx intensity
  • Debt/EBITDA
  • Return on Tangible Assets
  • Low reliance on intangibles
  • DCF valuation (Fairly valued)
  • ROE -5.3%

Unavailable (6)

  • Gross Margin NaN%
  • Dividend Payout NaN%
  • Interest Coverage
  • Price below Graham Number
  • PEG Ratio (need PE > 0 and growth > 0)
  • Earnings Quality (OCF/Net Income)

Piotroski F-Score

5/9

Mixed signals: some areas need attention

score
criteria

Earnings Quality

-

Low quality: investigate accounting

Share Dilution

1.0%

Share count is stable

Governance

Executive Team

NameTitleAge
Mr. J. Eric EvansCEO & Director48
Mr. David T. Doherty CPAExecutive VP & CFO53
Ms. Jennifer B. Baldock J.D.Executive VP and Chief Administrative & Development Officer54
Ms. Marissa A. BrittenhamExecutive VP & Chief Strategy Officer40
Mr. W. Trent WebbDivision President South45
Mr. Justin R. OppenheimerExecutive VP & COO40
Mr. Jon FredricksonSenior VP & Chief Information Officer-
Ms. Roxanne WomackSenior VP & Chief Compliance Officer-
Mr. Spencer ClarkGeneral Counsel & Senior VP-
Ms. Danielle BurkhalterExecutive VP & Chief Human Resources Officer40

Audit Risk

9

Board Risk

6

Compensation Risk

4

Shareholder Rights Risk

8

Part 2 · The price and when to enter

This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.

Latest News

Recent headlines for SGRY, sourced from Markets Gazette.

  • 3/3/2026NEGATIVE
    Surgery Partners Stock Hits 52-Week Low - Here's Why

    Markets Gazette reports a significant downturn for Surgery Partners, whose shares (SGRY) hit a new 52-week low in premarket trading. The decline was triggered by the release of financial results that fell short of analysts' expectations. Furthermore, the company provided a cautious outlook for 2026, fueling investor concerns regarding future growth and profitability. This development suggests downward pressure on the stock, with the market reacting negatively to both current performance and near-term prospects. Investors should closely monitor the evolution of the company's strategy and upcoming reports to assess any signs of recovery.

  • 2/23/2026NEGATIVE
    Surgery Partners Stock Down 39% as One Fund Slashes Stake by $19 Million

    Shares of Surgery Partners, a healthcare firm operating a national network of surgical centers, plummeted by a staggering 39%. The sharp decline was triggered by news that a major investment fund slashed its stake in the company, selling off shares worth $19 million. Such a substantial divestment by an institutional investor is a significant red flag for the market, often interpreted as a loss of confidence in the company's future prospects or valuation. This large-scale sell-off has created immense downward pressure on the stock, reflecting widespread investor concern. Traders will now be closely watching for any follow-up from the company or further signs of institutional selling to gauge the underlying reasons for the fund's exit.

via Markets Gazette