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Upturn AI Summary - About
Surgery Partners Inc(SGRY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SGRY
11/06/2026: SGRY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Surgery Partners Inc is a healthcare services company that primarily operates a nationwide network of ambulatory surgery centers and surgical hospitals. The company benefits from the secular shift of surgical procedures toward lower-cost outpatient environments, which supports its organic growth story. While the company maintains a leading position through its physician-partnership model, it faces material risks related to its significant debt load and the potential for regulatory changes in healthcare reimbursement. It may suit growth-oriented investors interested in the outpatient surgery trend. However, investors should monitor its ability to manage leverage and successfully integrate acquisitions in a competitive healthcare landscape.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company operates in a sector experiencing structural tailwinds as procedures move to lower-cost outpatient settings. |
| Momentum investor | Mixed fit | Momentum depends on short-term price strength and positive sentiment, which fluctuates with broader market conditions. |
| Value investor | Weak fit | The valuation often reflects aggressive growth expectations rather than traditional value metrics. |
| Dividend investor | Weak fit | The company does not pay a dividend, making it unsuitable for income-focused portfolios. |
| Low-risk investor | Weak fit | Significant debt and industry-specific regulatory risks make the stock unsuitable for conservative, low-risk investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is susceptible to fluctuations based on regulatory news and macroeconomic trends in healthcare spending. |
| Valuation risk | Medium / high | Future growth expectations are priced into the stock, leaving little margin for error if performance misses. |
| Competition risk (HCA/THC/UNH) | Medium / high | Larger, better-capitalized competitors pose a constant threat to market share and physician recruitment. |
| Business quality | Medium | While operationally focused, the business relies heavily on external M&A to sustain long-term expansion. |
| Dividend income | Low / none | There is no dividend income for investors to rely on as a floor for total return. |
| Execution risk | Medium | Success depends on the company's ability to integrate acquired facilities effectively. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit -13.42% | Avg. Invested days 26 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.99B USD | Price to earnings Ratio - | 1Y Target Price 22.6 |
Price to earnings Ratio - | 1Y Target Price 22.6 | ||
Volume (30-day avg) 4.7M shares | Beta 1.88 | 52 Weeks Range 11.41 - 23.37 | Updated Date 11/07/2026 |
52 Weeks Range 11.41 - 23.37 | Updated Date 11/07/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.69 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Facility Fees | Fees charged for the use of surgery centers and hospitals for outpatient procedures. | The company generates the bulk of its revenue from the procedures performed within its clinics. |
| Ancillary Services | Revenue from diagnostic imaging and medical practices. | These services provide a steady, albeit smaller, secondary stream of income. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE - | Forward PE 588.24 | Enterprise Value 6.83B | Price to Sales(TTM) 0.89 |
Enterprise Value 6.83B | Price to Sales(TTM) 0.89 | ||
Enterprise Value to Revenue 2.03 | Enterprise Value to EBITDA 12.17 | Shares Outstanding 128.87M | Shares Floating 58.75M |
Shares Outstanding 128.87M | Shares Floating 58.75M | ||
Percent Insiders 1.82 | Percent Institutions 129.42 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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