Added to YB: 2025-06-26
Pitch date: 2025-05-08
SGRY [bullish]
Surgery Partners, Inc.
-31.08%
current return
Author Info
No bio for this author
Company Info
Surgery Partners, Inc., together with its subsidiaries, owns and operates a network of surgical facilities and ancillary services in the United States.
Market Cap
$2.0B
Pitch Price
$22.68
Price Target
28.30 (+81%)
Dividend
N/A
EV/EBITDA
9.57
P/E
-11.26
EV/Sales
2.27
Sector
Health Care Providers and Services
Category
special_situation
Surgery Partners, Inc. - $SGRY
SGRY: Likely Bain Capital takeover (already owns 39%). Non-binding bid at $25.75 (11.5x EV/EBITDA). 90% deal probability with ~$20 downside risk. ASCs enjoy secular tailwinds as lower-cost care alternative (40% cheaper vs hospitals). SGRY delivers HSD rev growth, mid-teens EBITDA CAGR. Earnings 5/12 potential catalyst.
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