Surgery Partners 향후 성장
Future 기준 점검 3/6
Surgery Partners (는) 각각 연간 80.2% 및 5.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 82.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 4.7% 로 예상됩니다.
핵심 정보
80.2%
이익 성장률
82.26%
EPS 성장률
| Healthcare 이익 성장 | 18.3% |
| 매출 성장률 | 5.4% |
| 향후 자기자본이익률 | 4.69% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 20 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha새로운 내러티브 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 3,810 | 50 | 280 | N/A | 4 |
| 12/31/2027 | 3,588 | 10 | 355 | 436 | 11 |
| 12/31/2026 | 3,408 | -33 | 326 | 274 | 11 |
| 3/31/2026 | 3,344 | -76 | 208 | 280 | N/A |
| 12/31/2025 | 3,309 | -78 | 196 | 274 | N/A |
| 9/30/2025 | 3,288 | -171 | 194 | 282 | N/A |
| 6/30/2025 | 3,237 | -180 | 175 | 264 | N/A |
| 3/31/2025 | 3,173 | -193 | 173 | 265 | N/A |
| 12/31/2024 | 3,114 | -168 | 210 | 300 | N/A |
| 9/30/2024 | 2,985 | -61 | 163 | 251 | N/A |
| 6/30/2024 | 2,889 | -34 | 204 | 291 | N/A |
| 3/31/2024 | 2,795 | 1 | 175 | 260 | N/A |
| 12/31/2023 | 2,743 | -12 | 205 | 294 | N/A |
| 9/30/2023 | 2,715 | -34 | 147 | 238 | N/A |
| 6/30/2023 | 2,662 | -54 | 73 | 164 | N/A |
| 3/31/2023 | 2,609 | -92 | 67 | 154 | N/A |
| 12/31/2022 | 2,539 | -55 | 78 | 159 | N/A |
| 9/30/2022 | 2,442 | -31 | 99 | 171 | N/A |
| 6/30/2022 | 2,381 | -29 | 86 | 157 | N/A |
| 3/31/2022 | 2,309 | -38 | 55 | 117 | N/A |
| 12/31/2021 | 2,225 | -81 | 30 | 87 | N/A |
| 9/30/2021 | 2,163 | -86 | 18 | 76 | N/A |
| 6/30/2021 | 2,100 | -135 | 37 | 88 | N/A |
| 3/31/2021 | 1,932 | -150 | 222 | 268 | N/A |
| 12/31/2020 | 1,860 | -156 | 204 | 247 | N/A |
| 9/30/2020 | 1,829 | -179 | 212 | 263 | N/A |
| 6/30/2020 | 1,785 | -132 | 232 | 293 | N/A |
| 3/31/2020 | 1,856 | -119 | 65 | 138 | N/A |
| 12/31/2019 | 1,831 | -110 | N/A | 130 | N/A |
| 9/30/2019 | 1,805 | -238 | N/A | 150 | N/A |
| 6/30/2019 | 1,786 | -243 | N/A | 122 | N/A |
| 3/31/2019 | 1,777 | -241 | N/A | 135 | N/A |
| 12/31/2018 | 1,772 | -238 | N/A | 145 | N/A |
| 9/30/2018 | 1,732 | -122 | N/A | 154 | N/A |
| 6/30/2018 | 1,597 | -125 | N/A | 134 | N/A |
| 3/31/2018 | 1,443 | -102 | N/A | 116 | N/A |
| 12/31/2017 | 1,312 | -79 | N/A | 121 | N/A |
| 9/30/2017 | 1,159 | -22 | N/A | 99 | N/A |
| 6/30/2017 | 1,135 | 7 | N/A | 108 | N/A |
| 3/31/2017 | 1,139 | 14 | N/A | 135 | N/A |
| 12/31/2016 | 1,121 | 9 | N/A | 125 | N/A |
| 9/30/2016 | 1,079 | 9 | N/A | 117 | N/A |
| 6/30/2016 | 1,039 | 9 | N/A | 128 | N/A |
| 3/31/2016 | 981 | 1 | N/A | 100 | N/A |
| 12/31/2015 | 936 | 1 | N/A | 84 | N/A |
| 9/30/2015 | 855 | -70 | N/A | 53 | N/A |
| 6/30/2015 | 696 | -73 | N/A | 38 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: SGRY 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: SGRY (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: SGRY 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: SGRY 의 수익(연간 5.4%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: SGRY 의 수익(연간 5.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: SGRY의 자본 수익률은 3년 후 4.7%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/21 14:56 |
| 종가 | 2026/05/21 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
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| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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산업 및 섹터 지표
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분석가 소스
Surgery Partners, Inc.는 23명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Steven Valiquette | Barclays |
| Sarah James | Barclays |
| Andrew Mok | Barclays |