PEN vs SGRY
Penumbra, Inc. vs Surgery Partners, Inc. — AI-powered side-by-side comparison
PEN
Penumbra, Inc.
67
Buy
VS
SGRY
Surgery Partners, Inc.
48
Watch
| Metric | PEN | SGRY |
|---|
| AI Score |
67
|
48
|
| Price |
$326.07
|
$15.02
|
| P/E Ratio |
79.78×
|
-21.74×
|
| ROE |
12.4%
|
-4.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
67.8%
|
21.4%
|
| Debt / Equity |
0.14×
|
2.40×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
79.6
|
42.3
|
| Beta |
0.701
|
1.937
|
| Expected Upside |
+6.3%
|
—
|
AI Committee View
Current Innellis committee reasoning for PEN versus SGRY.
PEN leads by 19 points.
PEN scores 67/100 (Buy) versus SGRY at 48/100 (Watch).
PEN Committee View
80% agreement
5 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is 2 consecutive earnings misses -- execution concerns. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- 2 consecutive earnings misses -- execution concerns — Growth
- RSI at 80 is in overbought territory — Technical
SGRY Committee View
33% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -20.5% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 1.2x is a discount to asset value — Value
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- ROE of only -4.6% -- cheap may mean cheap for a reason — Value
- Debt-to-equity of 2.16 adds balance-sheet risk to the value case — Value
- Revenue declining -20.5% YoY -- this is not a growth story right now — Growth