Surgery Partners Stock Buy Hold or Sell Recommendation
| SGRY Stock | USD 26.63 0.83 3.22% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Surgery Partners is 'Cautious Hold'. Macroaxis provides Surgery Partners buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SGRY positions. The advice algorithm takes into account all of Surgery Partners' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Surgery Partners' buy or sell advice are summarized below:
Real Value 31.67 | Target Price 46.78 | Hype Value 26.65 | Market Value 26.63 | Naive Value 26.15 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Surgery Partners given historical horizon and risk tolerance towards Surgery Partners. When Macroaxis issues a 'buy' or 'sell' recommendation for Surgery Partners, the advice is generated through an automated system that utilizes algorithms and statistical models.
Surgery |
Execute Surgery Partners Buy or Sell Advice
The Surgery recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Surgery Partners. Macroaxis does not own or have any residual interests in Surgery Partners or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Surgery Partners' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Surgery Partners Trading Alerts and Improvement Suggestions
| Surgery Partners generated a negative expected return over the last 90 days | |
| The company reported the previous year's revenue of 2.74 B. Net Loss for the year was (11.9 M) with profit before overhead, payroll, taxes, and interest of 574.9 M. | |
| Over 99.0% of the company shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Are Surgery Partners, Inc.s Fundamentals Good Enough to Warrant Buying Given The Stocks Recent Weakness |
Surgery Partners Returns Distribution Density
The distribution of Surgery Partners' historical returns is an attempt to chart the uncertainty of Surgery Partners' future price movements. The chart of the probability distribution of Surgery Partners daily returns describes the distribution of returns around its average expected value. We use Surgery Partners price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Surgery Partners returns is essential to provide solid investment advice for Surgery Partners.
| Mean Return | -0.26 | Value At Risk | -3.74 | Potential Upside | 4.36 | Standard Deviation | 2.54 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Surgery Partners historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Surgery Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Surgery Partners is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Surgery Partners backward and forwards among themselves. Surgery Partners' institutional investor refers to the entity that pools money to purchase Surgery Partners' securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | State Street Corporation | 2024-03-31 | 1.7 M | Geode Capital Management, Llc | 2024-03-31 | 1.7 M | Avidity Partners Management Lp | 2024-03-31 | 1.4 M | T. Rowe Price Associates, Inc. | 2024-03-31 | 1 M | Goldman Sachs Group Inc | 2023-12-31 | 1 M | Rock Springs Capital Management Lp | 2024-03-31 | 985 K | Norges Bank | 2023-12-31 | 805.4 K | Northern Trust Corp | 2024-03-31 | 741.6 K | Victory Capital Management Inc. | 2024-03-31 | 660.1 K | Bain Capital Investors Llc | 2024-03-31 | 49.9 M | Fmr Inc | 2024-03-31 | 19 M |
Surgery Partners Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (91.6M) | 225.2M | 71.7M | (107M) | (87M) | (82.7M) | |
| Free Cash Flow | 55.9M | 204M | 29.5M | 78.2M | 205M | 215.3M | |
| Depreciation | 76.5M | 94.8M | 98.8M | 114.8M | 118.1M | 67.3M | |
| Other Non Cash Items | 58M | 83.6M | 40.4M | 77.4M | 235.1M | 246.9M | |
| Capital Expenditures | 73.6M | 42.9M | 57.6M | 80.6M | 88.8M | 46.2M | |
| Net Income | 45.1M | 1.3M | 70.7M | 87M | (11.9M) | (11.3M) | |
| End Period Cash Flow | 93M | 318.2M | 389.9M | 282.9M | 195.9M | 160.9M | |
| Dividends Paid | 7.8M | 121.2M | 109.6M | 5.1M | 146.8M | 0.0 | |
| Net Borrowings | 7.2M | 204.6M | (55.5M) | (644.2M) | (579.8M) | (550.8M) | |
| Change To Netincome | 38.6M | 25.3M | 35.6M | 45.9M | 41.3M | 54.4M | |
| Change Receivables | (23.5M) | (46.6M) | (32.1M) | (35.3M) | (40.6M) | (42.6M) | |
| Investments | (15.2M) | (88.4M) | (331.7M) | (82.3M) | (239.7M) | (251.7M) |
Surgery Partners Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Surgery Partners or Health Care Providers & Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Surgery Partners' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Surgery stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.28 | |
β | Beta against NYSE Composite | 1.43 | |
σ | Overall volatility | 2.60 | |
Ir | Information ratio | -0.11 |
Surgery Partners Volatility Alert
Surgery Partners exhibits very low volatility with skewness of 0.83 and kurtosis of 1.18. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Surgery Partners' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Surgery Partners' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Surgery Partners Fundamentals Vs Peers
Comparing Surgery Partners' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Surgery Partners' direct or indirect competition across all of the common fundamentals between Surgery Partners and the related equities. This way, we can detect undervalued stocks with similar characteristics as Surgery Partners or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Surgery Partners' fundamental indicators could also be used in its relative valuation, which is a method of valuing Surgery Partners by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Surgery Partners to competition |
| Fundamentals | Surgery Partners | Peer Average |
| Return On Equity | 0.0476 | -0.31 |
| Return On Asset | 0.04 | -0.14 |
| Profit Margin | 0.0002 % | (1.27) % |
| Operating Margin | 0.13 % | (5.51) % |
| Current Valuation | 7.73 B | 16.62 B |
| Shares Outstanding | 127.09 M | 571.82 M |
| Shares Owned By Insiders | 1.09 % | 10.09 % |
| Shares Owned By Institutions | 98.91 % | 39.21 % |
| Number Of Shares Shorted | 9.71 M | 4.71 M |
| Price To Earning | 61.84 X | 28.72 X |
| Price To Book | 1.68 X | 9.51 X |
| Price To Sales | 1.22 X | 11.42 X |
| Revenue | 2.74 B | 9.43 B |
| Gross Profit | 574.9 M | 27.38 B |
| EBITDA | 526.6 M | 3.9 B |
| Net Income | (11.9 M) | 570.98 M |
| Cash And Equivalents | 227.4 M | 2.7 B |
| Cash Per Share | 2.58 X | 5.01 X |
| Total Debt | 3.06 B | 5.32 B |
| Debt To Equity | 1.44 % | 48.70 % |
| Current Ratio | 1.51 X | 2.16 X |
| Book Value Per Share | 15.57 X | 1.93 K |
| Cash Flow From Operations | 293.8 M | 971.22 M |
| Short Ratio | 8.96 X | 4.00 X |
| Earnings Per Share | 0.01 X | 3.12 X |
| Price To Earnings To Growth | 1.66 X | 4.89 X |
| Target Price | 41.09 | |
| Number Of Employees | 10.5 K | 18.84 K |
| Beta | 2.76 | -0.15 |
| Market Capitalization | 3.23 B | 19.03 B |
| Total Asset | 7.02 B | 29.47 B |
| Retained Earnings | (569.2 M) | 9.33 B |
| Working Capital | 372 M | 1.48 B |
Note: Disposition of 721 shares by David Doherty of Surgery Partners at 28.59 subject to Rule 16b-3 [view details]
Surgery Partners Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Surgery . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.03 | |||
| Day Median Price | 26.63 | |||
| Day Typical Price | 26.63 | |||
| Price Action Indicator | 0.41 | |||
| Period Momentum Indicator | 0.83 |
About Surgery Partners Buy or Sell Advice
When is the right time to buy or sell Surgery Partners? Buying financial instruments such as Surgery Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 3.3B | 2.9B | 3.1B | 2.5B | Total Assets | 6.1B | 6.7B | 7.0B | 4.6B |
Use Investing Ideas to Build Portfolios
In addition to having Surgery Partners in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Additional Tools for Surgery Stock Analysis
When running Surgery Partners' price analysis, check to measure Surgery Partners' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Surgery Partners is operating at the current time. Most of Surgery Partners' value examination focuses on studying past and present price action to predict the probability of Surgery Partners' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Surgery Partners' price. Additionally, you may evaluate how the addition of Surgery Partners to your portfolios can decrease your overall portfolio volatility.