Surgery Partners (SGRY) Invested Capital (2014 - 2026)
Surgery Partners (SGRY) posted Invested Capital of $3.1 billion for Q1 2026, down 32.11% sequentially from $4.5 billion in Q4 2025, and down 32.63% YoY from $4.5 billion in Q1 2025.
Surgery Partners (SGRY) Invested Capital (2014 - 2026) Analysis & Trends
Surgery Partners (SGRY) has 13 years of Invested Capital data on file, last reported at $3.1 billion in Q1 2026.
- Quarterly Invested Capital fell 32.63% year-over-year to $3.1 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $3.1 billion (down 32.63% YoY) and the FY2025 annual result came in at $4.5 billion, down 1.98% from the prior year.
- Invested Capital eased to $3.1 billion in Q1 2026 per SGRY's latest filing, from $4.5 billion in the prior quarter.
- The five-year high for Invested Capital was $4.6 billion in Q4 2024, with the low at $2.6 billion in Q1 2022.
- Average Invested Capital over 5 years is $3.8 billion, with a median of $4.0 billion recorded in 2025.
- Year-over-year, Invested Capital jumped 83.01% in 2022 and plunged 32.63% in 2026.
- Surgery Partners' Invested Capital stood at $4.3 billion in 2022, then climbed by 3.08% to $4.4 billion in 2023, then rose by 3.69% to $4.6 billion in 2024, then fell by 1.98% to $4.5 billion in 2025, then slumped by 32.11% to $3.1 billion in 2026.
- Business Quant data shows SGRY's Invested Capital at $3.1 billion in Q1 2026, $4.5 billion in Q4 2025, and $3.1 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | HCA Healthcare | 87.94 Bn | 90.32 Bn | 16.26 Bn | 5.55 Bn |
| 2 | Chemed | 18.08 Bn | 18.07 Bn | 215.76 Mn | 847.99 Mn |
| 3 | Tenet Healthcare | 16.59 Bn | 15.76 Bn | 4.41 Bn | 18.02 Bn |
| 4 | Davita | 15.37 Bn | 16.23 Bn | 1.07 Bn | -363.69 Mn |
| 5 | Encompass Health | 10.07 Bn | 10.70 Bn | 1.34 Bn | 5.88 Bn |
| 6 | Ensign | 9.52 Bn | 8.93 Bn | 293.37 Mn | 2.37 Bn |
| 7 | Universal Health Services | 9.19 Bn | 9.15 Bn | 3.21 Bn | 12.23 Bn |
| 8 | Pacs | 6.96 Bn | 6.72 Bn | 345.96 Mn | 1.05 Bn |
| 9 | Ww International | 6.14 Bn | 5.98 Bn | -149.29 Mn | 783.07 Mn |
| 10 | Surgery Partners | 2.13 Bn | 2.33 Bn | 590.70 Mn | 3.06 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 3.06 Bn |
| Dec 31, 2025 | 4.51 Bn |
| Sep 30, 2025 | 3.11 Bn |
| Jun 30, 2025 | 3.96 Bn |
| Mar 31, 2025 | 4.54 Bn |
| Dec 31, 2024 | 4.60 Bn |
| Sep 30, 2024 | 3.11 Bn |
| Jun 30, 2024 | 3.18 Bn |
| Mar 31, 2024 | 4.44 Bn |
| Dec 31, 2023 | 4.43 Bn |
| Sep 30, 2023 | 4.36 Bn |
| Jun 30, 2023 | 4.35 Bn |
| Mar 31, 2023 | 3.12 Bn |
| Dec 31, 2022 | 4.30 Bn |
| Sep 30, 2022 | 3.55 Bn |
| Jun 30, 2022 | 3.48 Bn |
| Mar 31, 2022 | 2.56 Bn |
| Dec 31, 2021 | 3.50 Bn |
| Sep 30, 2021 | 3.08 Bn |
| Jun 30, 2021 | 1.90 Bn |