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SGRY · NASDAQ · STOCK

Surgery Partners, Inc.

Healthcare Updated August 11, 2026
$15.02
52W $11.41 – $24.10
48/100
$1.96B
-21.7
1.94
AI Committee Verdict
Watch
48/100
Conviction: Contested · 33% agreement · 6 analysts
Contested

Is SGRY Bullish or Bearish?

Mixed. Innellis AI committee rates Surgery Partners, Inc. (SGRY) Watch with a composite score of 48/100 , based on 6 analysts with 33% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +12.27 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -7.73 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

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 & Bear Case

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
  • Beta of 1.94 means this name should amplify a favorable market regime — Macro
  • News sentiment is positive (+0.30 across 10 articles, 14d) — News
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
  • MACD histogram negative -- bearish momentum — Technical
  • High leverage (debt-to-equity 2.16) amplifies downside in a stress scenario — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
48/100
Agreement
33%
Analysts
6
Conviction
Contested
Sector Rank
Top 99%
of 192 Healthcare peers
Value Analyst neutral
48 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Price-to-book of 1.2x is a discount to asset value
− ROE of only -4.6% -- cheap may mean cheap for a reason
Growth Analyst bearish
15 / 100 · Low confidence
Growth story is weak, decelerating, or inconsistent
− Revenue declining -20.5% YoY -- this is not a growth story right now
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
30 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 2.16) amplifies downside in a stress scenario
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
67 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.30 across 10 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
42.3
Neutral
MACD Histogram
-0.082
Bearish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Hh Hl
Support
$14.95
Resistance
$15.16
Bollinger %B
0.15
Inside Bands
Price vs Moving Averages
EMA 9
$15.49 Below
EMA 21
$15.61 Below
EMA 50
$15.37 Below
EMA 200
$16.03 Below

Fundamental Analysis

Valuation
100
Profitability
1
Financial Health
50
Cash Flow
70
Valuation
P/E Ratio -21.7×
P/B Ratio 1.16×
PEG Ratio -0.55
Dividend Yield 0.00%
52W High $24.10
52W Low $11.41
Quality & Growth
ROE -454.8%
ROA -94.5%
Gross Margin 2137.1%
Operating Margin 1189.4%
Revenue Growth YoY
Debt / Equity 2.40
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of -21.7 (inexpensive relative to a 15-40x range); Price-to-book of 1.2x; PEG ratio of -0.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -4.5%; Return on assets of -0.9%; Net margin of -2.6%; Gross margin of 21.4%; Current ratio of 1.95 (healthy short-term liquidity); Debt-to-equity of 2.40; Free cash flow per share is positive (1.46); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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