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Surgery Partners, Inc. (SGRY) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Surgery Partners, Inc.

SGRYMarket cap $1.78BPrice $13.7

Country🇺🇸United States

SectorHealthcare

IndustryHealthcare Services

Runs a network of surgical hospitals and outpatient centers where patients get procedures done for a fraction of hospital costs. Backs over 190 facilities nationwide, riding the shift toward same-day surgery instead of overnight hospital stays.

In Bastion Portfolios?

52W Return-33%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+9%7

Revenue Forecast

Rev CAGR (1y)-5%2

Rev CAGR (3y)-2%1

Rev CAGR (5y)+4%4

Earnings Forecast

EPS Growth Y+10%5

EPS Growth Y+2-45%2

EPS Growth Y+3+120%10

Quality

Margins

EBIT Margin14%6

Net Income Margin-3%2

Free Cash Flow Margin6%4

Debt

Net Debt/EBITDA5.22

Efficiency

ROE-5%2

ROA1%3

Earnings Stability22

GEAR+VERY WEAK4

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)531

P/E Ratio (Forward 3y)351

P/BV1.19

EV Multiples

EV/EBITDA Fwd154

EV/EBIT Fwd184

Yield

Free Cash Flow Yield10.5%9

Dividend Yieldna–

Momentum

Short term

1 month return-2%7

3 month return-17%2

YTD return-11%3

Mid term

Price vs 52wHigh58%2

1 year return-33%2

Long term

3 year return-51%1

5 year return-65%1

Risk Shield

Price Risk

Beta1.23

Volatility54%3

Free Cash Flow

Free Cash Flow Margin6%4

Free Cash Flow Yield10.5%9

Quality

ROCE6%4

Earnings Stability22

Net Debt/EBITDA5.22

02Growth

Is it actually growing, and how fast?

SGRYSurgery Partners

Revenue FY25$3.3B

GROWTH RATING↗

WEAK19 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+9%7

Revenue, next 1Y-5%2

Revenue, next 3Y, CAGR-2%1

Revenue, next 5Y, CAGR+4%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E0%5

EPS growth, FY27E-45%2

EPS growth, FY28E+120%10

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 9%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

WATCH

Over five years revenue is set to grow 4%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

Growth is the weak spot here, trailing 81% of companies worldwide.

Revenue is set to shrink 2%/yr over the next 3 years, behind most of the market.2/10

Revenue grew 9%/yr over the last 3 years, but it is set to shrink 2%/yr from here.

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY WEAK8 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-2%7

3-month return-17%2

YTD return-11%3

MID & LONG-TERM▾SCORE

% of 52-week high58%2

1-year return-33%2

3-year return-51%1

5-year return-65%1

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (-2%).

WATCH

None flagged.

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-51% over three years and -65% over five), behind 90% of the market.

It's down 33% over the past year, now 42% below its 52-week high. That is lagging the market.

The stock is underperforming over three months (-17%) and so far this year (-11%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Surgery Partners, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

SGRYSurgery Partners

Revenue FY25$3.3B

GROWTH RATING↗

WEAK19 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+9%7

Revenue, next 1Y-5%2

Revenue, next 3Y, CAGR-2%1

Revenue, next 5Y, CAGR+4%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E0%5

EPS growth, FY27E-45%2

EPS growth, FY28E+120%10

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 9%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

WATCH

Over five years revenue is set to grow 4%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

Growth is the weak spot here, trailing 81% of companies worldwide.

Revenue is set to shrink 2%/yr over the next 3 years, behind most of the market.2/10

Revenue grew 9%/yr over the last 3 years, but it is set to shrink 2%/yr from here.

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY WEAK8 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-2%7

3-month return-17%2

YTD return-11%3

MID & LONG-TERM▾SCORE

% of 52-week high58%2

1-year return-33%2

3-year return-51%1

5-year return-65%1

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (-2%).

WATCH

None flagged.

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-51% over three years and -65% over five), behind 90% of the market.

It's down 33% over the past year, now 42% below its 52-week high. That is lagging the market.

The stock is underperforming over three months (-17%) and so far this year (-11%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Surgery Partners, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community