UTI vs SGRY

Comparison between Universal Technical Institute Inc (UTI, Company) and Surgery Partners Inc (SGRY, Company).

UTI is from the Consumer Defensive sector, while SGRY is from the Healthcare sector.

5-Year PerformanceUTI has outperformed SGRY, delivering a return of +46.1% compared to -23.0%

UTI vs SGRY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UTI(COMPANY)	SGRY(COMPANY)
Market Cap	$1.98B	$1.98B
Max Drawdown	96.78%	82.86%
Sharpe Ratio	0.61	-0.62
5Y Beta	0.94	0.90
Industry	Education & Training Services	Medical Care Facilities
P/E Ratio	46.05	-25.86
Forward P/E	42.92	23.64
PEG Ratio	2.86	1.66
5Y Dividends CAGR	-29.57%	N/A
5Y EPS CAGR	45.79%	-22.56%
Debt to Equity	38.46%	0.00%
Free Cash Flow Yield	0.09%	10.50%
P/S Ratio	2.28	0.59
P/B Ratio	6.05	1.26

Market Cap

Winner

UTI

$1.98B

SGRY

$1.98B

Max Drawdown

UTI

96.78%

Winner

SGRY

82.86%

Sharpe Ratio

Winner

UTI

0.61

SGRY

-0.62

5Y Beta

UTI

0.94

Winner

SGRY

0.90

Industry

UTI

Education & Training Services

SGRY

Medical Care Facilities

P/E Ratio

UTI

46.05

Winner

SGRY

-25.86

Forward P/E

UTI

42.92

Winner

SGRY

23.64

PEG Ratio

UTI

2.86

Winner

SGRY

1.66

5Y Dividends CAGR

UTI

-29.57%

SGRY

N/A

5Y EPS CAGR

Winner

UTI

45.79%

SGRY

-22.56%

Debt to Equity

UTI

38.46%

Winner

SGRY

0.00%

Free Cash Flow Yield

UTI

0.09%

Winner

SGRY

10.50%

P/S Ratio

UTI

2.28

Winner

SGRY

0.59

P/B Ratio

UTI

6.05

Winner

SGRY

1.26

UTI vs SGRY - Historical Returns

Returns include dividend reinvestment.

Period	UTI	SGRY
1 month	-2.72%	+4.75%
3 months	+6.44%	+4.03%
6 months	+36.45%	-5.70%
1 year	+22.65%	-31.50%
5 years(CAGR)	+46.10%	-23.04%
10 years(CAGR)	+30.84%	-1.53%
Max(CAGR)	+2.68%	-1.60%

UTI

-2.72%

Winner

SGRY

+4.75%

Winner

UTI

+6.44%

SGRY

+4.03%

Winner

UTI

+36.45%

SGRY

-5.70%

Winner

UTI

+22.65%

SGRY

-31.50%

5Y(CAGR)

Winner

UTI

+46.10%

SGRY

-23.04%

10Y(CAGR)

Winner

UTI

+30.84%

SGRY

-1.53%

Max(CAGR)

Winner

UTI

+2.68%

SGRY

-1.60%

UTI vs SGRY - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	UTI	SGRY
2026	+55.68%	-0.26%
2025	+2.83%	-27.43%
2024	+105.52%	-33.07%
2023	+92.02%	+21.63%
2022	-13.96%	-49.41%
2021	+23.54%	+93.51%
2020	-15.67%	+77.87%
2019	+103.43%	+55.31%
2018	+53.36%	-26.67%
2017	-18.09%	-21.94%
2016	-32.51%	-18.68%
2015	-50.99%	+13.14%
2014	-27.07%	N/A
2013	+45.11%	N/A
2012	-21.23%	N/A
2011	-40.78%	N/A
2010	+16.93%	N/A
2009	+23.77%	N/A
2008	+1.30%	N/A
2007	-24.85%	N/A
2006	-29.45%	N/A
2005	-16.20%	N/A
2004	+27.07%	N/A
2003	+15.12%	N/A

UTI vs SGRY Drawdown Comparison

The maximum drawdown for UTI was -96.06%, occurring on Oct 31, 2016. Recovery took 5499 trading sessions.

The maximum drawdown for SGRY was -82.86%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current UTI drawdown is -24.47%. The current SGRY drawdown is -77.30%.

Rank	UTI	SGRY
#1	-96.06% May 13, 2004 - Mar 24, 2026	-82.86% Jun 25, 2021 - Mar 27, 2026
#2	-29.71% Jul 7, 2026 - Jul 22, 2026	-80.21% Jun 29, 2017 - Sep 16, 2020
#3	-18.26% Jun 4, 2026 - Jul 1, 2026	-43.25% Dec 11, 2015 - Feb 22, 2017
#4	-16.31% Mar 10, 2004 - Apr 23, 2004	-23.56% Feb 28, 2017 - Jun 1, 2017
#5	-13.06% May 14, 2026 - Jun 2, 2026	-21.60% Sep 16, 2020 - Oct 5, 2020
#6	-11.22% Mar 25, 2026 - May 13, 2026	-16.51% Oct 20, 2015 - Dec 7, 2015
#7	-10.00% Jan 8, 2004 - Jan 26, 2004	-14.28% Feb 1, 2021 - Mar 1, 2021
#8	-7.28% Jan 26, 2004 - Feb 12, 2004	-12.48% Nov 10, 2020 - Dec 3, 2020
#9	-5.28% Apr 23, 2004 - Apr 28, 2004	-10.07% Oct 5, 2020 - Nov 3, 2020
#10	-3.27% May 5, 2004 - May 12, 2004	-8.99% Mar 3, 2021 - Mar 10, 2021
#11	-1.97% Feb 17, 2004 - Feb 26, 2004	-8.36% Nov 3, 2020 - Nov 9, 2020
#12	-1.46% Apr 29, 2004 - May 4, 2004	-8.00% Mar 15, 2021 - Mar 25, 2021
#13	-0.22% Jan 6, 2004 - Jan 8, 2004	-7.47% Apr 8, 2021 - Apr 21, 2021
#14	-0.11% Dec 23, 2003 - Dec 26, 2003	-7.32% Jan 11, 2021 - Jan 28, 2021
#15	-0.02% Mar 5, 2004 - Mar 9, 2004	-6.28% Jun 1, 2017 - Jun 28, 2017