Surgery Partners, Inc. SGRY R2K
Company 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.
Why Investors Should Care
Revenue has grown at a 25.0% CAGR over the past five years.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $3.31B (+6.2% YoY); net profit $-77.90M.
- Trailing 12 Months Year-on-year growth — revenue +4.5%.
- 5-Year Trend Long-term compounding — revenue CAGR 25.0%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 24.98% |
| 1 Year: | 4.50% |
Stock Price Performance
| 1 Year: | -32.71% |
| 6 Months: | -6.20% |
| 3 Months: | +15.51% |
| 1 Month: | +1.20% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMABelow
- RSI (14)45.28 · Neutral
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 25.0% over 5 years.
- Generates positive free cash flow.
CONS
- Trading 36.6% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Healthcare).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SGRY Surgery Partners, Inc. R2K | 15.12 | -25.63 | $1.98B | 0.00% | 5.19% | 2.75% | 24.98% | - |
| 2 | LLY Eli Lilly and Company SPX | 1,152.54 | 41.02 | $1.03T | 0.61% | - | 107.46% | 7.20% | 11.41% |
| 3 | JNJ Johnson & Johnson SPX | 253.85 | 29.45 | $611.07B | 2.23% | 14.88% | 26.42% | 2.43% | 4.76% |
| 4 | ABBV AbbVie Inc. SPX | 244.78 | 119.40 | $432.48B | 3.04% | 10.47% | -129.24% | 1.75% | -29.06% |
| 5 | UNH UnitedHealth Group Incorporated SPX | 425.19 | 32.02 | $386.13B | 2.27% | 9.74% | 12.18% | 10.40% | 5.43% |
| 6 | MRK Merck & Co., Inc. SPX | 120.78 | 34.02 | $298.31B | 2.86% | - | 18.94% | 5.64% | 10.01% |
| 7 | AZN AstraZeneca PLC NDX | 164.50 | 24.81 | $255.12B | 1.77% | 15.97% | 23.48% | 9.82% | 45.96% |
| 8 | TMO Thermo Fisher Scientific Inc. SPX | 534.07 | 29.33 | $198.47B | 0.40% | 8.14% | 13.52% | 8.81% | 12.95% |
| 9 | AMGN Amgen Inc. NDXSPX | 355.25 | 24.69 | $191.73B | 2.84% | 18.02% | 101.32% | 11.77% | 5.58% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Sep 2014 | Dec 2014 | Mar 2015 | Jun 2015 | Sep 2015 | Dec 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 76.30M | 179.69M | 224.14M | 232.83M | 239.60M | 263.32M | 267.07M | 289.68M | 282.68M | 306.00M | 286.18M | 288.35M | 460.35M | 417.37M | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Income | 19.65M | - | 38.35M | 41.00M | 44.27M | - | 34.28M | 50.95M | 42.85M | - | 41.72M | 37.74M | - | 41.20M | 43.50M | 45.00M | - | 49.60M | 55.50M | 59.00M | - | 23.50M | 44.70M | 18.50M | 64.30M | 59.50M | 63.60M | 100.40M | 76.50M | 74.10M | 46.40M | 97.60M | 82.60M | 76.00M | 84.80M | 60.90M | 61.90M | 111.70M | 105.70M | 65.80M |
| Net Income | -6.91M | -54.26M | -6.76M | -5.43M | -3.12M | 16.74M | -7.19M | 2.12M | -2.34M | 16.86M | -2.75M | -4.47M | -32.18M | -17.50M | -19.50M | -21.00M | -147.70M | -20.10M | -19.80M | -15.70M | -19.20M | -27.50M | -32.50M | -61.60M | -21.00M | -26.90M | -22.90M | 12.20M | -18.40M | -25.00M | -24.90M | 18.90M | -4.90M | -12.40M | -15.50M | -31.70M | -37.70M | -2.50M | -22.70M | -35.90M |
| Diluted EPS | -0.22 | -1.69 | -0.21 | -0.17 | -0.10 | 0.35 | -0.15 | 0.04 | -0.05 | 0.35 | -0.06 | -0.09 | -0.83 | -0.53 | -0.57 | -0.61 | -3.25 | -0.60 | -0.59 | -0.51 | -0.59 | -0.76 | -0.86 | -1.46 | -0.57 | -0.39 | -0.28 | 0.14 | -0.21 | -0.28 | -0.20 | 0.15 | -0.04 | -0.10 | -0.12 | -0.25 | -0.30 | -0.02 | -0.18 | -0.28 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 284.60M | 403.29M | 959.89M | 1.15B | 1.77B | 1.83B | 1.86B | 2.23B | 2.54B | 2.74B | 3.11B | 3.31B |
| Operating Income | 58.23M | 50.81M | 144.75M | 196.48M | 77.80M | 235.90M | 183.00M | 302.20M | 345.20M | 328.00M | 348.80M | 389.50M |
| Net Income | -9.06M | -65.90M | 1.43M | 9.45M | -205.70M | -74.80M | -116.10M | -70.90M | -54.60M | -11.90M | -168.10M | -77.90M |
| Diluted EPS | -0.28 | -2.04 | 0.04 | 0.20 | -4.96 | -2.29 | -3.19 | -1.12 | -0.59 | -0.09 | -1.33 | -0.61 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Aug 2017 | Sep 2017 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 1.86B | 2.10B | 2.30B | - | - | 4.62B | 4.68B | 5.02B | 5.41B | 6.12B | 6.68B | 6.88B | 7.89B | 8.12B |
| Total Equity | 124.11M | -14.38M | -264.08M | -4.03M | 9.68M | 480.00M | 1.41B | 654.73M | 404.60M | 296.80M | 115.60M | 1.09B | 2.00B | 1.99B | 1.79B | 1.71B |
| Cash & Equivalents | 5.23M | 13.03M | 74.92M | 57.93M | 69.70M | 214.21M | - | 174.91M | 184.30M | 92.70M | 317.90M | 389.90M | 282.90M | 195.90M | 269.50M | 239.90M |
| Long Term Debt | - | - | - | 1.29B | 1.47B | - | - | 2.19B | 2.33B | 2.60B | 2.88B | 2.96B | 2.63B | 2.80B | 3.40B | 3.74B |
| Current Liabilities | - | - | 141.39M | 181.29M | 186.72M | - | - | 303.00M | 349.30M | 398.10M | 556.80M | 536.80M | 493.40M | 523.00M | 624.40M | 615.50M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 49.08M | 21.95M | 84.48M | 125.24M | 144.60M | 129.50M | 246.90M | 87.10M | 158.80M | 293.80M | 300.10M | 274.30M |
| Investing Cash Flow | -3.62M | -271.02M | -134.84M | -184.75M | -128.90M | -85.20M | -88.40M | -331.70M | -307.90M | -225.60M | -488.50M | -246.60M |
| Financing Cash Flow | -37.66M | 310.96M | 33.37M | 71.28M | -6.30M | -135.90M | 66.70M | 316.30M | 42.10M | -155.20M | 262.00M | -57.30M |
| Capital Expenditure | -4.15M | -7.74M | -33.44M | -39.11M | -39.80M | -73.60M | -42.90M | -57.60M | -80.60M | -88.80M | -90.40M | -78.70M |
| Free Cash Flow | 44.93M | 14.21M | 51.04M | 86.13M | 104.80M | 55.90M | 204.00M | 29.50M | 78.20M | 205.00M | 209.70M | 195.60M |
| Share Buybacks | 0 | 3.14M | 0 | 0 | 2.00M | 0 | 0 | - | - | - | - | - |
Ratios (Annual)
Figures in %.
| Metric | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Margin % | 20.5% | 12.6% | 15.1% | 17.2% | 4.4% | 12.9% | 9.8% | 13.6% | 13.6% | 12.0% | 11.2% | 11.8% |
| Net Margin % | -3.2% | -16.3% | 0.1% | 0.8% | -11.6% | -4.1% | -6.2% | -3.2% | -2.2% | -0.4% | -5.4% | -2.4% |
| ROE % | 63.0% | 25.0% | -35.5% | 97.7% | -50.8% | -25.2% | -100.4% | -6.5% | -2.7% | -0.6% | -9.4% | -4.5% |
| ROCE % | - | 3.0% | 7.5% | 9.3% | 1.8% | 5.1% | 3.8% | 5.4% | 5.6% | 5.2% | 4.8% | 5.2% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Bain Capital Investors Llc | 38.19% | 49.95M | $858.09M |
| 2 | Janus Henderson Group PLC | 10.35% | 13.54M | $232.62M |
| 3 | Pentwater Capital Management Lp | 9.68% | 12.65M | $217.41M |
| 4 | King Street Capital Management, LP | 7.82% | 10.23M | $175.75M |
| 5 | UBS Group AG | 7.79% | 10.19M | $175.09M |
| 6 | Blackrock Inc. | 4.33% | 5.66M | $97.25M |
| 7 | Dimensional Fund Advisors LP | 4.05% | 5.30M | $90.99M |
| 8 | ClearBridge Investments, LLC | 3.15% | 4.12M | $70.75M |
| 9 | Vanguard Portfolio Management LLC | 2.77% | 3.63M | $62.34M |
| 10 | Vanguard Capital Management LLC | 2.62% | 3.43M | $58.94M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for SGRY
Surgery Partners (SGRY) director receives 34,364 restricted stock awards - Stock Titan
<a href="https://news.google.com/rss/articles/CBMitAFBVV95cUxNeW1JOWtxYmpxcjVFSXExS0l4eGl4QWlMd3FVcFBRQWphdkFlUHdoZ1luZVJLUXhOVmxwZ0Zvc0JSTzhsV2g1NWtwVEJtenk2ZlA1Sl9md1FLZWNTOE10MTV3YVJMRVhxUEg1TTJHcVVnellwTEhLSl9zaXhJUUpLUHhJM1VhLU5yN0I1Mm…
Surgery Partners (SGRY) Could Be 9% Undervalued As Outpatient Surgery Growth Narrative Builds - Yahoo Finance
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Why Surgery Partners (SGRY) Stock Is Trading Up Today - TradingView
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Is Surgery Partners (SGRY) Reframing Its Profit Engine With Higher-Acuity Outpatient Surgeries? - simplywall.st
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1 Mooning Stock with Impressive Fundamentals and 2 We Ignore - StockStory
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Avoiding Lag: Real-Time Signals in (SGRY) Movement - Stock Traders Daily
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SGRY — Frequently Asked Questions
What is the current share price of Surgery Partners, Inc. (SGRY)?
As of 2026-07-14 21:23 PDT, Surgery Partners, Inc. (SGRY) trades at $15.12 on NasdaqGS. Its 52-week range is $11.49 to $23.84.
What is the market capitalisation of SGRY?
Surgery Partners, Inc. (SGRY) has a market capitalisation of $1.98B on NasdaqGS.
What is the P/E ratio of SGRY?
SGRY trades at a trailing price-to-earnings (P/E) ratio of -25.63. The industry average P/E is 25.41. Its price-to-book (P/B) ratio is 1.18.
What is the return on equity (ROE) of SGRY?
SGRY has a return on equity (ROE) of 2.75%. Its return on capital employed (ROCE) is 5.19%.
Is SGRY a good stock to buy?
This page provides a data-driven analysis of Surgery Partners, Inc. (SGRY), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.