SNZ Stock Overview
Develops, owns, and operates integrated retirement villages in New Zealand and Australia. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 1/6 |
| Past Performance | 4/6 |
| Financial Health | 1/6 |
| Dividends | 3/6 |
Rewards
Risk Analysis
My Notes
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Summerset Group Holdings Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | NZ$11.70 |
| 52 Week High | NZ$12.00 |
| 52 Week Low | NZ$7.86 |
| Beta | 0.69 |
| 1 Month Change | 0.34% |
| 3 Month Change | 9.24% |
| 1 Year Change | 25.67% |
| 3 Year Change | -7.87% |
| 5 Year Change | 37.32% |
| Change since IPO | 346.56% |
Recent News & Updates
Recent updates
Shareholder Returns
| SNZ | AU Healthcare | AU Market | |
|---|---|---|---|
| 7D | 0% | -4.4% | -2.7% |
| 1Y | 25.7% | -7.5% | 6.5% |
Return vs Industry: SNZ exceeded the Australian Healthcare industry which returned -7.5% over the past year.
Return vs Market: SNZ exceeded the Australian Market which returned 6.5% over the past year.
Price Volatility
| SNZ volatility | |
|---|---|
| SNZ Average Weekly Movement | 4.5% |
| Healthcare Industry Average Movement | 5.6% |
| Market Average Movement | 8.0% |
| 10% most volatile stocks in AU Market | 16.8% |
| 10% least volatile stocks in AU Market | 3.1% |
Stable Share Price: SNZ has not had significant price volatility in the past 3 months compared to the Australian market.
Volatility Over Time: SNZ's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1997 | 2,900 | Scott Scoullar | www.summerset.co.nz |
Summerset Group Holdings Limited, together with its subsidiaries, develops, owns, and operates integrated retirement villages in New Zealand and Australia. The company provides rest home care, hospital care, memory care, and respite and short-term care services; and facilities and activities, as well as villas, cottages, townhouses, apartments, serviced apartments, and care centers. The company was founded in 1997 and is headquartered in Wellington, New Zealand.
Summerset Group Holdings Limited Fundamentals Summary
| SNZ fundamental statistics | |
|---|---|
| Market cap | AU$2.74b |
| Earnings (TTM) | AU$366.87m |
| Revenue (TTM) | AU$266.26m |
7.5x
P/E Ratio10.3x
P/S RatioIs SNZ overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SNZ income statement (TTM) | |
|---|---|
| Revenue | NZ$294.24m |
| Cost of Revenue | NZ$273.63m |
| Gross Profit | NZ$20.61m |
| Other Expenses | -NZ$384.81m |
| Earnings | NZ$405.42m |
Last Reported Earnings
Jun 30, 2024
Next Earnings Date
Feb 25, 2025
| Earnings per share (EPS) | 1.71 |
| Gross Margin | 7.00% |
| Net Profit Margin | 137.79% |
| Debt/Equity Ratio | 57.4% |
How did SNZ perform over the long term?
See historical performance and comparisonDividends
1.9%
Current Dividend Yield14%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/21 10:13 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/06/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
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Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Summerset Group Holdings Limited is covered by 10 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Andrew MacFarlane | Bell Potter |
| Andrew Steele | Credit Suisse |
| Stephen Ridgewell | Deutsche Bank |