20S Stock Overview

Develops, owns, and operates integrated retirement villages in New Zealand and Australia. More details

20S fundamental analysis
Snowflake Score
Valuation	5/6
Future Growth	2/6
Past Performance	1/6
Financial Health	1/6
Dividends	5/6

Rewards

Trading at 69.3% below our estimate of its fair value

Earnings are forecast to grow 14.4% per year

Pays a reliable dividend of 2.1%

Analysts in good agreement that stock price will rise by 24.3%

Risk Analysis

Interest payments are not well covered by earnings

Profit margins are lower than last year

Large one-off items impacting financial results

Community vs My Fair Value

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Summerset Group Holdings Limited Competitors

RHÖN-KLINIKUM

XTRA:RHK

€917.1m

M1 Kliniken

XTRA:M12

€259.8m

LIMES Schlosskliniken

XTRA:LIK

€82.7m

Gesundheitswelt Chiemgau

MUN:JTH

€24.2m

Price History & Performance

Summary of share price highs, lows and changes for Summerset Group Holdings
Historical stock prices
Current Share Price	NZ$6.00
52 Week High	NZ$7.40
52 Week Low	NZ$5.90
Beta	0.61
1 Month Change	-13.67%
3 Month Change	-11.76%
1 Year Change	n/a
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	-11.11%

Recent updates

Shareholder Returns

	20S	DE Healthcare	DE Market
7D	-5.5%	0.5%	0.5%
1Y	n/a	42.0%	15.4%

Return vs Industry: Insufficient data to determine how 20S performed against the German Healthcare industry.

Return vs Market: Insufficient data to determine how 20S performed against the German Market.

Price Volatility

Is 20S's price volatile compared to industry and market?
20S volatility
20S Average Weekly Movement	3.7%
Healthcare Industry Average Movement	5.3%
Market Average Movement	5.4%
10% most volatile stocks in DE Market	12.0%
10% least volatile stocks in DE Market	2.8%

Stable Share Price: 20S has not had significant price volatility in the past 3 months compared to the German market.

Volatility Over Time: Insufficient data to determine 20S's volatility change over the past year.

About the Company

Founded	Employees	CEO	Website
1997	3,066	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

How do Summerset Group Holdings's earnings and revenue compare to its market cap?
20S fundamental statistics
Market cap	€1.48b
Earnings (TTM)	€179.57m
Revenue (TTM)	€168.36m

8.2x

P/E Ratio

8.8x

P/S Ratio

Is 20S overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
20S income statement (TTM)
Revenue	NZ$318.61m
Cost of Revenue	NZ$284.15m
Gross Profit	NZ$34.46m
Other Expenses	-NZ$305.38m
Earnings	NZ$339.84m

Last Reported Earnings

Dec 31, 2024

Next Earnings Date

Aug 24, 2025

Earnings per share (EPS)	1.42
Gross Margin	10.82%
Net Profit Margin	106.66%
Debt/Equity Ratio	58.4%

How did 20S perform over the long term?

See historical performance and comparison

Dividends

2.1%

Current Dividend Yield

17%

Payout Ratio

Does 20S pay a reliable dividends?

See 20S dividend history and benchmarks

When do you need to buy 20S by to receive an upcoming dividend?
Summerset Group Holdings dividend dates
Ex Dividend Date	Mar 13 2025
Dividend Pay Date	Mar 27 2025
Days until Ex dividend	4 days
Days until Dividend pay date	10 days

Does 20S pay a reliable dividends?

See 20S dividend history and benchmarks

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/03/17 03:41
End of Day Share Price	2025/03/14 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

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	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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 Github.

Analyst Sources

Summerset Group Holdings Limited is covered by 10 analysts. 4 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

Summerset Group Holdings DB:20S Stock Report