Surgery Partners (SGRY) Return on Invested Capital [ROIC] (2015 - 2026)
Surgery Partners' Return on Invested Capital [ROIC] was 5.32% in Q2 2026, up 1.78 percentage points from 3.53% a year earlier but down 0.20 percentage points from the prior quarter.
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Analysis
Surgery Partners (SGRY) Return on Invested Capital [ROIC] (2015 - 2026) Analysis & Trends
For FY2025, Return on Invested Capital [ROIC] at Surgery Partners came in at 5.54%, up 2.08 percentage points from FY2024.
- Return on Invested Capital [ROIC] shows a five-year change of +0.53 percentage points (FY2020 to FY2025).
- In earlier years, Return on Invested Capital [ROIC] was 3.46% in FY2024 (-2.31 pp), 5.77% in FY2023 (-0.38 pp), 6.15% in FY2022 (-0.60 pp) and 6.75% in FY2021 (+1.73 pp).
- Quarterly Return on Invested Capital [ROIC] has moved between 3.08% (Q1 2025) and 6.58% (Q2 2022) over five years.
- Compared with a year earlier, Return on Invested Capital [ROIC] has increased for three straight quarters, with an average year-over-year change of -0.27 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Invested Capital [ROIC] over five years was Q1 2026 (a gain of 2.44 percentage points); the worst was Q1 2025 (a drop of 2.92 percentage points).
- Per Business Quant data, SGRY's Return on Invested Capital [ROIC] in the three quarters before Q2 2026 was 5.52% (Q1 2026), 5.49% (Q4 2025) and 4.19% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | HCA Healthcare | 93.08 Bn | 92.52 Bn | - | 22.01% |
| 2 | Natera | 58.93 Bn | 54.61 Bn | 485.19 Mn | -11.74% |
| 3 | Quest Diagnostics | 25.75 Bn | 24.18 Bn | 1.03 Bn | 9.40% |
| 4 | Labcorp Holdings | 24.96 Bn | 22.73 Bn | 1.11 Bn | 8.25% |
| 5 | Guardant Health | 23.76 Bn | 19.82 Bn | 219.03 Mn | - |
| 6 | Tenet Healthcare | 20.83 Bn | 11.98 Bn | - | 18.77% |
| 7 | Tempus AI | 13.43 Bn | 10.46 Bn | 246.50 Mn | -51.95% |
| 8 | BrightSpring Health Services | 11.90 Bn | 10.24 Bn | 492.75 Mn | 8.62% |
| 9 | Encompass Health | 11.82 Bn | 12.29 Bn | - | 15.40% |
| 10 | Surgery Partners | 1.74 Bn | 2.33 Bn | - | 5.32% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 5.32% |
| Mar 31, 2026 | 5.52% |
| Dec 31, 2025 | 5.49% |
| Sep 30, 2025 | 4.19% |
| Jun 30, 2025 | 3.53% |
| Mar 31, 2025 | 3.08% |
| Dec 31, 2024 | 3.33% |
| Sep 30, 2024 | 4.81% |
| Jun 30, 2024 | 5.34% |
| Mar 31, 2024 | 6.01% |
| Dec 31, 2023 | 5.71% |
| Sep 30, 2023 | 5.64% |
| Jun 30, 2023 | 5.48% |
| Mar 31, 2023 | 4.88% |
| Dec 31, 2022 | 5.91% |
| Sep 30, 2022 | 6.52% |
| Jun 30, 2022 | 6.58% |
| Mar 31, 2022 | 6.52% |
| Dec 31, 2021 | 6.26% |
| Sep 30, 2021 | 6.46% |
API Access
Surgery Partners Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=SGRY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "SGRY", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=SGRY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();