Surgery Partners, Inc.

NasdaqGS:SGRY 株式レポート

時価総額：US$1.7b

Surgery Partners 将来の成長

Future 基準チェック /36

Surgery Partners利益と収益がそれぞれ年間80.2%と5.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に4.7% 82.3%なると予測されています。

主要情報

80.2%

収益成長率

82.26%

EPS成長率

Healthcare 収益成長18.3%
収益成長率5.4%
将来の株主資本利益率4.69%
アナリストカバレッジ

Good

最終更新日20 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 02

SGRY: Margin Pressures Will Ease As 2026 M&A Upside Reemerges

Narrative Update on Surgery Partners Analysts have trimmed the average price target for Surgery Partners by a few dollars into the mid to high teens, citing Q4 EBITDA and margin shortfalls, a weaker payer mix, anesthesia related cost pressures, softer 2026 guidance, and reduced expectations for M&A contribution. Analyst Commentary Price targets across the Street have been revised lower into a tighter band, generally in the mid to low US$20s and mid to high teens, following the Q4 miss and 2026 EBITDA guidance that came in below prior expectations.
ナラティブの更新 • Apr 18

SGRY: Margin Pressures Will Ease As M&A Optionality Reshapes 2026 Outlook

Analysts have reduced the average price target for Surgery Partners by roughly $8 to $10 per share to a range of about $14 to $24, citing Q4 EBITDA shortfalls, margin pressures from payer and insurance mix shifts, anesthesia related costs, and softer 2026 guidance that excludes potential M&A. Analyst Commentary Recent research shows that while price targets have moved lower across the Street, several bullish analysts still see upside potential for Surgery Partners relative to current trading levels.
ナラティブの更新 • Apr 04

SGRY: Margin Repair And Payer Mix Management Will Support A Constructive 2026 Reset

The analyst price target for Surgery Partners has been reduced from about $25.45 to about $18.80. Analysts cite weaker Q4 EBITDA, margin pressure from a tougher payer and insurance mix, anesthesia-related cost pressures, and more cautious 2026 guidance as key drivers of their updated views.
ナラティブの更新 • Mar 21

SGRY: Margin Reset And M&A Optionality Will Counter Anesthesia And Payer Mix Pressures

Narrative Update on Surgery Partners The analyst price target for Surgery Partners has moved lower by several dollars into a $14 to $24 range, as analysts factor in recent Q4 EBITDA shortfalls, weaker margins, anesthesia and payer mix headwinds, and management's 2026 guidance that sits below prior consensus and assumes limited M&A. Analyst Commentary Recent Street commentary on Surgery Partners centers on Q4 earnings that came in below expectations, margin pressure tied to anesthesia costs, and a less favorable payer mix.
ナラティブの更新 • Mar 06

SGRY: Margin Reset And M&A Optionality Are Expected To Ease Payer Mix Pressures

The analyst fair value estimate for Surgery Partners has been reduced from $33.00 to $25.00 as analysts factor in lower Q4 EBITDA, margin pressure related to payer mix and anesthesia costs, and softer 2026 guidance that assumes fewer deals than previously modeled. Analyst Commentary Street research has broadly reset expectations on Surgery Partners, with several firms lowering their price targets after Q4 results and the updated 2026 outlook.
ナラティブの更新 • Feb 20

SGRY: New Baylor Partnership Will Set Up Future Multiple Rebound Potential

Analysts have kept their $18.00 price target for Surgery Partners unchanged, citing consistent assumptions regarding revenue growth, profit margins, and future P/E as support for this view. What's in the News Surgery Partners agreed to a new partnership with Baylor Scott & White Health to jointly own The Physicians Centre Hospital, a 16 bed facility in Bryan, Texas, alongside physicians (Key Developments).
ナラティブの更新 • Feb 06

SGRY: Payer Mix Pressures Will Set Up Future Multiple Rebound Potential

Analysts have reduced their price target on Surgery Partners to US$18 from US$24, citing weaker earnings visibility from payer mix and volume pressures, a higher discount rate, more conservative revenue growth assumptions, and an adjustment to a lower future P/E multiple. Analyst Commentary Recent research updates on Surgery Partners point to a reset in expectations, with several firms cutting price targets across the board.
ナラティブの更新 • Jan 23

SGRY: Asset Divestitures And Deleveraging Are Expected To Reset Payer Mix Pressures

Narrative Update Analysts have reduced their price targets on Surgery Partners to a range of roughly US$18 to US$31, citing lower earnings visibility tied to payer mix and volume pressures, slower M&A activity, and updated guidance that still assumes a favorable backdrop for asset divestitures and ambulatory surgery center demand. Analyst Commentary Across recent research updates, analysts have generally reduced price targets for Surgery Partners into the US$18 to US$31 range while still highlighting several areas that they see as supportive for the equity story.
ナラティブの更新 • Jan 09

SGRY: Upcoming Divestitures And Deleveraging Will Support A Constructive 2025 Reset

Analysts have trimmed their price targets on Surgery Partners, resulting in a modest change in estimated fair value from about $25.73 to $25.45, as they factor in payer mix pressure, softer recent performance, slower M&A activity, and updated expectations for volumes and earnings visibility. Analyst Commentary Recent research paints a mixed picture for Surgery Partners, with price targets moving lower but opinions split on how temporary the current pressures might be.
ナラティブの更新 • Dec 25

SGRY: Upcoming Asset Divestitures Are Expected To Drive Material Balance Sheet Deleveraging

Analysts have trimmed their fair value estimate for Surgery Partners to $33 from $36. This reflects lower price targets across the Street as they factor in softer volume trends, payer mix headwinds, reduced earnings visibility and a slower M&A cadence, partially offset by confidence in long term ASC tailwinds and de-leveraging from asset divestitures.
ナラティブの更新 • Dec 11

SGRY: Upcoming Divestitures And Deleveraging Will Drive A Constructive Reset In 2025

Surgery Partners price target has been revised lower, with analysts trimming expectations by mid single digit dollars per share to reflect weaker than expected recent performance, payer mix and volume pressures, slower M&A activity, and reduced near term earnings visibility, even as they highlight supportive long term fundamentals and a still constructive outlook on asset divestitures and deleveraging. Analyst Commentary Analysts are broadly revising models to reflect weaker near term trends, yet most still frame the stock as a valuation reset rather than a change in the long term thesis.
ナラティブの更新 • Nov 27

SGRY: Upcoming Divestitures And Deleveraging Will Drive Recovery In 2025

Analysts have lowered their price target for Surgery Partners from approximately $27.91 to $25.73. They cite recent earnings misses, payer mix headwinds, and delayed acquisitions as primary factors for the revision.
ナラティブの更新 • Nov 12

SGRY: Asset Divestitures And Acquisition Pipeline Will Drive Recovery Ahead

The analyst price target for Surgery Partners has decreased from $31 to approximately $27.91. Analysts cite lowered guidance due to slowing volume and payer mix trends, a delay in acquisitions, and a more cautious outlook for near-term growth.
Seeking Alpha • Sep 08

Surgery Partners: Deleveraging Needs To Be The Priority

Summary Surgery Partners now trades at fair value after multiple compression, with returns on capital still lagging and leverage elevated, justifying my Hold rating. Q2 results were decent, but cash flow conversion and ambitious H2 margin targets highlight execution risks and limited room for error. Business economics show SGRY is capital intensive, with ROIC below the cost of capital, so growth currently destroys value unless returns improve. To upgrade my stance, I need to see sustained high-teen margins, clear deleveraging, and a shift to higher organic growth over acquisitions. Read the full article on Seeking Alpha
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新しいナラティブ • May 26

Ambulatory Surgery Trends And Aging Will Expand Market Reach

Growth is driven by rising surgical case volumes in lower-cost centers and expanded specialties, supported by demographic trends and strategic network expansion.
Seeking Alpha • Jan 30

Surgery Partners: A Buyout Could Be Justifiable Around This Level

Summary Surgery Partners received a non-binding offer from Bain Capital to acquire the rest of the company for $25.75 per share, valuing it at $3.25 billion. In the past, the stock had been pricey, but this is no longer the case based on current pricing. In recent years, financial performance has been solid and improving, particularly when it comes to cash flows. The market is cautiously optimistic about the offer, suggesting potential for a higher bid, but significant upside is unlikely. Read the full article on Seeking Alpha
分析記事 • Dec 08

Market Cool On Surgery Partners, Inc.'s (NASDAQ:SGRY) Revenues Pushing Shares 28% Lower

The Surgery Partners, Inc. ( NASDAQ:SGRY ) share price has fared very poorly over the last month, falling by a...
分析記事 • Nov 11

Surgery Partners (NASDAQ:SGRY) Takes On Some Risk With Its Use Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Oct 24

Market Cool On Surgery Partners, Inc.'s (NASDAQ:SGRY) Revenues

It's not a stretch to say that Surgery Partners, Inc.'s ( NASDAQ:SGRY ) price-to-sales (or "P/S") ratio of 1.4x right...
分析記事 • Oct 05

Surgery Partners (NASDAQ:SGRY) Has Some Way To Go To Become A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
分析記事 • Jul 25

Surgery Partners, Inc. (NASDAQ:SGRY) Soars 25% But It's A Story Of Risk Vs Reward

Surgery Partners, Inc. ( NASDAQ:SGRY ) shareholders would be excited to see that the share price has had a great month...
分析記事 • Jul 13

Here's Why Surgery Partners (NASDAQ:SGRY) Has A Meaningful Debt Burden

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Jun 21

Slowing Rates Of Return At Surgery Partners (NASDAQ:SGRY) Leave Little Room For Excitement

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
分析記事 • May 31

We Think Shareholders Are Less Likely To Approve A Pay Rise For Surgery Partners, Inc.'s (NASDAQ:SGRY) CEO For Now

Key Insights Surgery Partners will host its Annual General Meeting on 6th of June CEO J. Evans' total compensation...
分析記事 • Apr 24

Surgery Partners, Inc.'s (NASDAQ:SGRY) Share Price Matching Investor Opinion

There wouldn't be many who think Surgery Partners, Inc.'s ( NASDAQ:SGRY ) price-to-sales (or "P/S") ratio of 1.2x is...
分析記事 • Mar 18

Surgery Partners' (NASDAQ:SGRY) Returns Have Hit A Wall

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Feb 27

Surgery Partners (NASDAQ:SGRY) Takes On Some Risk With Its Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Dec 19

The Price Is Right For Surgery Partners, Inc. (NASDAQ:SGRY)

There wouldn't be many who think Surgery Partners, Inc.'s ( NASDAQ:SGRY ) price-to-sales (or "P/S") ratio of 1.5x is...
分析記事 • Oct 26

Returns Are Gaining Momentum At Surgery Partners (NASDAQ:SGRY)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Sep 17

Does Surgery Partners (NASDAQ:SGRY) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Aug 26

Are Investors Undervaluing Surgery Partners, Inc. (NASDAQ:SGRY) By 35%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Surgery Partners fair value estimate is US$52.34 Surgery...
分析記事 • Jul 21

The Return Trends At Surgery Partners (NASDAQ:SGRY) Look Promising

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
分析記事 • Jun 15

Surgery Partners, Inc.'s (NASDAQ:SGRY) Shareholders Might Be Looking For Exit

When close to half the companies in the Healthcare industry in the United States have price-to-sales ratios (or "P/S...

業績と収益の成長予測

NasdaqGS:SGRY - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20283,81050280N/A4
12/31/20273,5881035543611
12/31/20263,408-3332627411
3/31/20263,344-76208280N/A
12/31/20253,309-78196274N/A
9/30/20253,288-171194282N/A
6/30/20253,237-180175264N/A
3/31/20253,173-193173265N/A
12/31/20243,114-168210300N/A
9/30/20242,985-61163251N/A
6/30/20242,889-34204291N/A
3/31/20242,7951175260N/A
12/31/20232,743-12205294N/A
9/30/20232,715-34147238N/A
6/30/20232,662-5473164N/A
3/31/20232,609-9267154N/A
12/31/20222,539-5578159N/A
9/30/20222,442-3199171N/A
6/30/20222,381-2986157N/A
3/31/20222,309-3855117N/A
12/31/20212,225-813087N/A
9/30/20212,163-861876N/A
6/30/20212,100-1353788N/A
3/31/20211,932-150222268N/A
12/31/20201,860-156204247N/A
9/30/20201,829-179212263N/A
6/30/20201,785-132232293N/A
3/31/20201,856-11965138N/A
12/31/20191,831-110N/A130N/A
9/30/20191,805-238N/A150N/A
6/30/20191,786-243N/A122N/A
3/31/20191,777-241N/A135N/A
12/31/20181,772-238N/A145N/A
9/30/20181,732-122N/A154N/A
6/30/20181,597-125N/A134N/A
3/31/20181,443-102N/A116N/A
12/31/20171,312-79N/A121N/A
9/30/20171,159-22N/A99N/A
6/30/20171,1357N/A108N/A
3/31/20171,13914N/A135N/A
12/31/20161,1219N/A125N/A
9/30/20161,0799N/A117N/A
6/30/20161,0399N/A128N/A
3/31/20169811N/A100N/A
12/31/20159361N/A84N/A
9/30/2015855-70N/A53N/A
6/30/2015696-73N/A38N/A

アナリストによる今後の成長予測

収入対貯蓄率: SGRYは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: SGRY今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: SGRY今後 3 年以内に収益を上げることが予想されます。

収益対市場: SGRYの収益 ( 5.4% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: SGRYの収益 ( 5.4% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SGRYの 自己資本利益率 は、3年後には低くなると予測されています ( 4.7 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/22 22:20
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Surgery Partners, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23

アナリスト機関
Steven ValiquetteBarclays
Sarah JamesBarclays
Andrew MokBarclays