Summerset Group Holdings (NZSE:SUM) Posted Weak Earnings But There Is More To Worry About
Sep 04
Have your own idea? Try our Stock Screener
New Zealand (NZX) Healthcare Sector Analysis
UpdatedSep 17, 2025
DataAggregated Company Financials
Companies13
- 7D-2.1%
- 3M-2.4%
- 1Y-10.7%
- YTD-12.0%
Over the last 7 days, the Healthcare industry has dropped 2.1%, driven by a pullback from Fisher & Paykel Healthcare of 2.6%. The industry has fallen 11% in the last year. Looking forward, earnings are forecast to grow by 19% annually.
Sector Valuation and Performance
Has the New Zealand Healthcare Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 17 Sep 2025 | NZ$34.3b | NZ$17.6b | NZ$570.5m | 18.1x | 60.1x | 2x |
| Fri, 15 Aug 2025 | NZ$36.2b | NZ$17.7b | NZ$572.2m | 18.6x | 63.2x | 2x |
| Sun, 13 Jul 2025 | NZ$35.5b | NZ$17.6b | NZ$571.8m | 18.1x | 62.1x | 2x |
| Tue, 10 Jun 2025 | NZ$34.8b | NZ$17.4b | NZ$567.5m | 14.8x | 61.3x | 2x |
| Thu, 08 May 2025 | NZ$34.7b | NZ$17.3b | NZ$654.7m | 14.8x | 52.9x | 2x |
| Sat, 05 Apr 2025 | NZ$34.1b | NZ$17.3b | NZ$655.1m | 16.9x | 52.1x | 2x |
| Mon, 03 Mar 2025 | NZ$33.7b | NZ$17.6b | NZ$661.6m | 16.6x | 51x | 1.9x |
| Wed, 29 Jan 2025 | NZ$36.9b | NZ$18.2b | NZ$734.0m | 14.4x | 50.2x | 2x |
| Fri, 27 Dec 2024 | NZ$36.9b | NZ$18.2b | NZ$728.7m | 12.4x | 50.7x | 2x |
| Sun, 24 Nov 2024 | NZ$37.6b | NZ$18.1b | NZ$775.4m | 24.3x | 48.4x | 2.1x |
| Tue, 22 Oct 2024 | NZ$38.0b | NZ$18.3b | NZ$967.7m | 20.6x | 39.2x | 2.1x |
| Thu, 19 Sep 2024 | NZ$37.3b | NZ$18.1b | NZ$963.9m | 19.9x | 38.7x | 2.1x |
| Sat, 17 Aug 2024 | NZ$35.0b | NZ$17.6b | NZ$975.2m | 19.8x | 35.9x | 2x |
| Mon, 15 Jul 2024 | NZ$31.5b | NZ$17.7b | NZ$977.2m | 16.8x | 32.2x | 1.8x |
| Wed, 12 Jun 2024 | NZ$30.0b | NZ$17.3b | NZ$960.2m | 17.3x | 31.2x | 1.7x |
| Fri, 10 May 2024 | NZ$30.1b | NZ$17.4b | NZ$1.3b | 23.5x | 23.4x | 1.7x |
| Sun, 07 Apr 2024 | NZ$29.4b | NZ$17.4b | NZ$1.3b | 23.8x | 22.9x | 1.7x |
| Tue, 05 Mar 2024 | NZ$28.8b | NZ$17.0b | NZ$1.3b | 18.7x | 22.3x | 1.7x |
| Thu, 01 Feb 2024 | NZ$29.6b | NZ$16.6b | NZ$1.1b | 20.8x | 26.2x | 1.8x |
| Sat, 30 Dec 2023 | NZ$29.0b | NZ$16.7b | NZ$1.1b | 23.4x | 25.7x | 1.7x |
| Mon, 27 Nov 2023 | NZ$27.5b | NZ$16.5b | NZ$1.1b | 23.1x | 24.4x | 1.7x |
| Wed, 25 Oct 2023 | NZ$27.0b | NZ$16.6b | NZ$1.1b | 31x | 24.3x | 1.6x |
| Fri, 22 Sep 2023 | NZ$28.3b | NZ$16.5b | NZ$1.1b | 29.1x | 25.5x | 1.7x |
| Sun, 20 Aug 2023 | NZ$28.7b | NZ$15.8b | NZ$1.1b | 28.9x | 26.7x | 1.8x |
| Tue, 18 Jul 2023 | NZ$31.0b | NZ$15.7b | NZ$1.1b | 29.9x | 28.9x | 2x |
| Thu, 15 Jun 2023 | NZ$29.3b | NZ$16.0b | NZ$1.1b | 29.3x | 27.1x | 1.8x |
| Sat, 13 May 2023 | NZ$31.8b | NZ$15.5b | NZ$1.6b | 18.8x | 20.1x | 2.1x |
| Mon, 10 Apr 2023 | NZ$32.2b | NZ$15.4b | NZ$1.6b | 19.4x | 20.4x | 2.1x |
| Wed, 08 Mar 2023 | NZ$31.8b | NZ$15.7b | NZ$1.6b | 18.6x | 20x | 2x |
| Fri, 03 Feb 2023 | NZ$31.6b | NZ$14.7b | NZ$1.7b | 19x | 18.6x | 2.1x |
| Sun, 01 Jan 2023 | NZ$28.6b | NZ$14.5b | NZ$1.7b | 19.5x | 16.9x | 2x |
| Tue, 29 Nov 2022 | NZ$27.8b | NZ$14.8b | NZ$1.8b | 21.6x | 15.3x | 1.9x |
| Thu, 27 Oct 2022 | NZ$27.0b | NZ$15.1b | NZ$1.9b | 17.6x | 14x | 1.8x |
| Sat, 24 Sep 2022 | NZ$27.9b | NZ$15.4b | NZ$1.9b | 16.8x | 14.4x | 1.8x |
Price to Earnings Ratio
14.4x
Current Industry PE
- Investors are optimistic on the New Zealander Healthcare industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 60.1x which is higher than its 3-year average PE of 33.2x.
- The industry is trading close to its 3-year average PS ratio of 1.9x.
Past Earnings Growth
- The earnings for companies in the Healthcare industry have declined 33% per year over the last three years.
- Meanwhile revenues for these companies have grown 4.5% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the New Zealand Healthcare sector?
| NZ Market | -0.66% | |
| Healthcare | -2.08% | |
| Biotech | 31.91% | |
| Pharma | 0.30% | |
| Medical Equipment | -2.01% | |
| Healthcare Services | -2.69% | |
Industry PE
- Investors are most optimistic about the Medical Equipment industry even though it's trading below its 3-year average PE ratio of 81.5x.
- Analysts are expecting annual earnings growth of 13.5%, which is lower than the prior year's growth of 184.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Biotech industry, expecting annual earnings growth of 41% over the next 5 years.
- In contrast, the Medical Equipment industry is expected to see its earnings grow by 13% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SUM Summerset Group Holdings | NZ$11.13 | 3.1% +NZ$79.6m | -4.1% | PE7.3x | |
| PEB Pacific Edge | NZ$0.18 | 16.4% +NZ$26.6m | 20.9% | PS8.3x | |
| OCA Oceania Healthcare | NZ$0.69 | 0.7% +NZ$3.6m | -13.8% | PE16.4x | |
| TAH Third Age Health Services | NZ$4.25 | 1.2% +NZ$497.7k | 97.7% | PE18.1x |
