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Summerset Group Holdings

NZSE:SUM
Snowflake Description

Proven track record and slightly overvalued.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
SUM
NZSE
NZ$1B
Market Cap
  1. Home
  2. NZ
  3. Healthcare
Company description

Summerset Group Holdings Limited, together with its subsidiaries, builds, owns, and operates integrated retirement villages in New Zealand. The last earnings update was 56 days ago. More info.


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SUM Share Price and Events
7 Day Returns
3.1%
NZSE:SUM
4.3%
NZ Healthcare
1.4%
NZ Market
1 Year Returns
-12.8%
NZSE:SUM
7.5%
NZ Healthcare
11.6%
NZ Market
SUM Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Summerset Group Holdings (SUM) 3.1% -10.3% -5.2% -12.8% 28.5% 78.6%
NZ Healthcare 4.3% 1.5% 2.9% 7.5% 27.1% 63.5%
NZ Market 1.4% 3.7% 6.6% 11.6% 23.8% 48.8%
1 Year Return vs Industry and Market
  • SUM underperformed the Healthcare industry which returned 7.5% over the past year.
  • SUM underperformed the Market in New Zealand which returned 11.6% over the past year.
Price Volatility
SUM
Industry
5yr Volatility vs Market

Value

 Is Summerset Group Holdings undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
  • It is not possible to calculate the future cash flow value for Summerset Group Holdings. This is due to cash flow or dividend data being unavailable. The share price is NZ$6.
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Summerset Group Holdings's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Summerset Group Holdings's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
NZSE:SUM PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2018-12-31) in NZD NZ$0.97
NZSE:SUM Share Price ** NZSE (2019-04-18) in NZD NZ$6
New Zealand Healthcare Industry PE Ratio Median Figure of 7 Publicly-Listed Healthcare Companies 11x
New Zealand Market PE Ratio Median Figure of 90 Publicly-Listed Companies 17.72x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Summerset Group Holdings.

NZSE:SUM PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= NZSE:SUM Share Price ÷ EPS (both in NZD)

= 6 ÷ 0.97

6.18x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Summerset Group Holdings is good value based on earnings compared to the NZ Healthcare industry average.
  • Summerset Group Holdings is good value based on earnings compared to the New Zealand market.
Price based on expected Growth
Does Summerset Group Holdings's expected growth come at a high price?
Raw Data
NZSE:SUM PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 6.18x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 5 Analysts
-9.1%per year
New Zealand Healthcare Industry PEG Ratio Median Figure of 7 Publicly-Listed Healthcare Companies 0.99x
New Zealand Market PEG Ratio Median Figure of 66 Publicly-Listed Companies 1.5x

*Line of best fit is calculated by linear regression .

NZSE:SUM PEG (Price to Earnings to Growth) Ratio Calculation
Calculation Outcome
PEG Ratio

= PE Ratio ÷ Net Income Annual Growth Rate

= 6.18x ÷ -9.1%

-0.68x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Summerset Group Holdings earnings are not expected to grow next year, we can't assess if its growth is good value.
Price based on value of assets
What value do investors place on Summerset Group Holdings's assets?
Raw Data
NZSE:SUM PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2018-12-31) in NZD NZ$4.41
NZSE:SUM Share Price * NZSE (2019-04-18) in NZD NZ$6
New Zealand Healthcare Industry PB Ratio Median Figure of 7 Publicly-Listed Healthcare Companies 1.17x
New Zealand Market PB Ratio Median Figure of 126 Publicly-Listed Companies 1.55x
NZSE:SUM PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= NZSE:SUM Share Price ÷ Book Value per Share (both in NZD)

= 6 ÷ 4.41

1.36x

* Primary Listing of Summerset Group Holdings.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Summerset Group Holdings is overvalued based on assets compared to the NZ Healthcare industry average.
X
Value checks
We assess Summerset Group Holdings's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Healthcare industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Healthcare industry average (and greater than 0)? (1 check)
  5. Summerset Group Holdings has a total score of 2/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

Future Performance

 How is Summerset Group Holdings expected to perform in the next 1 to 3 years based on estimates from 5 analysts?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
-9.1%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Summerset Group Holdings expected to grow at an attractive rate?
  • Summerset Group Holdings's earnings are expected to decrease over the next 1-3 years, this is below the low risk savings rate of 2.4%.
Growth vs Market Checks
  • Summerset Group Holdings's earnings are expected to decrease over the next 1-3 years, this is below the New Zealand market average.
  • Summerset Group Holdings's revenue growth is expected to exceed the New Zealand market average.
Annual Growth Rates Comparison
Raw Data
NZSE:SUM Future Growth Rates Data Sources
Data Point Source Value (per year)
NZSE:SUM Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 5 Analysts -9.1%
NZSE:SUM Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 5 Analysts 12.3%
New Zealand Healthcare Industry Earnings Growth Rate Market Cap Weighted Average 9.7%
New Zealand Healthcare Industry Revenue Growth Rate Market Cap Weighted Average 10.2%
New Zealand Market Earnings Growth Rate Market Cap Weighted Average 6.1%
New Zealand Market Revenue Growth Rate Market Cap Weighted Average 5%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
NZSE:SUM Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 5 Analyst Estimates (S&P Global) See Below
All numbers in NZD Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
NZSE:SUM Future Estimates Data
Date (Data in NZD Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2023-12-31 256 139 1
2022-12-31 232 282 143 1
2021-12-31 208 278 152 4
2020-12-31 180 276 143 4
2019-12-31 156 200 146 4
NZSE:SUM Past Financials Data
Date (Data in NZD Millions) Revenue Cash Flow Net Income *
2018-12-31 137 218 215
2018-09-30 131 216 223
2018-06-30 125 214 215
2018-03-31 118 211 219
2017-12-31 110 208 240
2017-09-30 103 201 213
2017-06-30 97 195 185
2017-03-31 91 194 165
2016-12-31 86 193 145
2016-09-30 81 177 122
2016-06-30 76 161 99
2016-03-31 72 151 92

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Summerset Group Holdings's earnings are expected to decrease over the next 1-3 years, this is not considered high growth.
  • Summerset Group Holdings's revenue is expected to grow by 12.3% yearly, however this is not considered high growth (20% yearly).
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
NZSE:SUM Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 5 Analyst Estimates (S&P Global) See Below

All data from Summerset Group Holdings Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NZSE:SUM Future Estimates Data
Date (Data in NZD Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2023-12-31 0.62 0.62 0.62 1.00
2022-12-31 0.64 0.64 0.64 1.00
2021-12-31 0.65 0.71 0.56 4.00
2020-12-31 0.59 0.70 0.50 4.00
2019-12-31 0.57 0.70 0.47 4.00
NZSE:SUM Past Financials Data
Date (Data in NZD Millions) EPS *
2018-12-31 0.97
2018-09-30 1.01
2018-06-30 0.98
2018-03-31 1.00
2017-12-31 1.10
2017-09-30 0.97
2017-06-30 0.85
2017-03-31 0.76
2016-12-31 0.67
2016-09-30 0.56
2016-06-30 0.46
2016-03-31 0.42

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Summerset Group Holdings is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).
X
Future performance checks
We assess Summerset Group Holdings's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the New Zealand market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the New Zealand market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Summerset Group Holdings has a total score of 1/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

Past Performance

  How has Summerset Group Holdings performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Summerset Group Holdings's growth in the last year to its industry (Healthcare).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Summerset Group Holdings has delivered over 20% year on year earnings growth in the past 5 years.
  • Summerset Group Holdings's 1-year earnings growth is negative, it can't be compared to the 5-year average.
  • Summerset Group Holdings's 1-year earnings growth is negative, it can't be compared to the NZ Healthcare industry average.
Earnings and Revenue History
Summerset Group Holdings's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Summerset Group Holdings Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NZSE:SUM Past Revenue, Cash Flow and Net Income Data
Date (Data in NZD Millions) Revenue Net Income * G+A Expenses R&D Expenses
2018-12-31 136.79 214.50 1.31
2018-09-30 131.02 223.08 1.17
2018-06-30 125.25 215.16 1.03
2018-03-31 117.78 219.30 1.03
2017-12-31 110.31 239.94 1.03
2017-09-30 103.45 212.54 0.84
2017-06-30 96.59 185.15 0.65
2017-03-31 91.20 165.31 0.65
2016-12-31 85.81 145.48 0.65
2016-09-30 80.76 122.30 0.55
2016-06-30 75.71 99.11 0.45
2016-03-31 71.97 91.68 0.45
2015-12-31 68.23 84.25 0.45
2015-09-30 64.75 79.43 0.44
2015-06-30 61.27 74.61 0.42
2015-03-31 57.62 64.39 0.42
2014-12-31 53.98 54.17 0.42
2014-09-30 51.52 46.45 0.42
2014-06-30 49.06 38.73 0.42
2014-03-31 47.03 36.48 0.42
2013-12-31 45.00 34.22 0.42
2013-09-30 42.95 27.94 0.42
2013-06-30 40.91 21.66 0.43
2013-03-31 39.43 18.24 0.43
2012-12-31 37.96 14.82 0.43
2012-09-30 36.73 12.12 0.43
2012-06-30 35.49 9.42 0.43

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • Summerset Group Holdings has efficiently used shareholders’ funds last year (Return on Equity greater than 20%).
  • Summerset Group Holdings used its assets more efficiently than the NZ Healthcare industry average last year based on Return on Assets.
  • Summerset Group Holdings has significantly improved its use of capital last year versus 3 years ago (Return on Capital Employed).
X
Past performance checks
We assess Summerset Group Holdings's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Healthcare industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Summerset Group Holdings has a total score of 4/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

Health

 How is Summerset Group Holdings's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Summerset Group Holdings's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Summerset Group Holdings's short term (1 year) commitments are greater than its holdings of cash and other short term assets.
  • Summerset Group Holdings's long term commitments exceed its cash and other short term assets.
Balance sheet
This treemap shows a more detailed breakdown of Summerset Group Holdings's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • Low level of unsold assets.
  • Debt is not covered by short term assets, assets are 0.1x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Summerset Group Holdings Company Filings, last reported 3 months ago.

NZSE:SUM Past Debt and Equity Data
Date (Data in NZD Millions) Total Equity Total Debt Cash & Short Term Investments
2018-12-31 978.80 466.82 12.11
2018-09-30 978.80 466.82 12.11
2018-06-30 840.50 389.47 16.81
2018-03-31 840.50 389.47 16.81
2017-12-31 785.79 355.10 8.76
2017-09-30 785.79 355.10 8.76
2017-06-30 627.59 321.64 13.06
2017-03-31 627.59 321.64 13.06
2016-12-31 545.62 278.87 8.65
2016-09-30 545.62 278.87 8.65
2016-06-30 448.74 275.37 9.40
2016-03-31 448.74 275.37 9.40
2015-12-31 409.79 251.33 6.68
2015-09-30 409.79 251.33 6.68
2015-06-30 363.72 163.79 6.49
2015-03-31 363.72 163.79 6.49
2014-12-31 332.27 151.83 4.89
2014-09-30 332.27 151.83 4.89
2014-06-30 292.92 132.42 4.86
2014-03-31 292.92 132.42 4.86
2013-12-31 281.91 105.27 3.66
2013-09-30 281.91 105.27 3.66
2013-06-30 257.62 79.21 3.58
2013-03-31 257.62 79.21 3.58
2012-12-31 248.79 79.12 2.79
2012-09-30 248.79 79.12 2.79
2012-06-30 237.65 64.50 4.28
  • Summerset Group Holdings's level of debt (47.7%) compared to net worth is high (greater than 40%).
  • The level of debt compared to net worth has increased over the past 5 years (37.4% vs 47.7% today).
  • Debt is well covered by operating cash flow (46.7%, greater than 20% of total debt).
  • Interest payments on debt are not well covered by earnings (EBIT is 2.2x annual interest expense, ideally 3x coverage).
X
Financial health checks
We assess Summerset Group Holdings's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Summerset Group Holdings has a total score of 1/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

Dividends

 What is Summerset Group Holdings's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
2.2%
Current annual income from Summerset Group Holdings dividends. Estimated to be 2.79% next year.
If you bought NZ$2,000 of Summerset Group Holdings shares you are expected to receive NZ$44 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Summerset Group Holdings's pays a lower dividend yield than the bottom 25% of dividend payers in New Zealand (3.23%).
  • Summerset Group Holdings's dividend is below the markets top 25% of dividend payers in New Zealand (5.65%).
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
NZSE:SUM Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 5 Analyst Estimates (S&P Global) See Below
New Zealand Healthcare Industry Average Dividend Yield Market Cap Weighted Average of 7 Stocks 2.5%
New Zealand Market Average Dividend Yield Market Cap Weighted Average of 75 Stocks 3.8%
New Zealand Minimum Threshold Dividend Yield 10th Percentile 1.9%
New Zealand Bottom 25% Dividend Yield 25th Percentile 3.2%
New Zealand Top 25% Dividend Yield 75th Percentile 5.7%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

NZSE:SUM Future Dividends Estimate Data
Date (Data in NZ$) Dividend per Share (annual) Avg. No. Analysts
2023-12-31 0.16 1.00
2022-12-31 0.16 1.00
2021-12-31 0.19 5.00
2020-12-31 0.17 5.00
2019-12-31 0.15 5.00
NZSE:SUM Past Annualized Dividends Data
Date (Data in NZ$) Dividend per share (annual) Avg. Yield (%)
2019-02-22 0.132 2.081
2018-08-13 0.131 1.939
2018-02-22 0.110 1.532
2017-08-14 0.090 1.734
2017-02-22 0.077 1.542
2016-02-24 0.053 1.118
2015-02-24 0.042 1.127
2014-09-08 0.028 0.976
2014-08-12 0.028 0.959
2014-02-25 0.033 0.958
2013-02-25 0.025 0.818

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Summerset Group Holdings has been paying a dividend for less than 10 years and during this time payments have been volatile (annual drop of over 20%).
  • Dividend payments have increased, but Summerset Group Holdings only paid a dividend in the past 6 years.
Current Payout to shareholders
What portion of Summerset Group Holdings's earnings are paid to the shareholders as a dividend.
  • Dividends paid are thoroughly covered by earnings (7.4x coverage).
Future Payout to shareholders
  • Dividends after 3 years are expected to be well covered by earnings (3x coverage).
X
Income/ dividend checks
We assess Summerset Group Holdings's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 1.9%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Summerset Group Holdings afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Summerset Group Holdings has a total score of 2/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

Management

 What is the CEO of Summerset Group Holdings's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Julian Cook
TENURE AS CEO 5 years
CEO Bio

Mr. Julian Cook has been Chief Executive Officer of Summerset Group Holdings Limited since April 7, 2014. Mr. Cook served as Chief Financial Officer of Summerset Group Holdings Limited from 2010 to April 2014 and served as its Company Secretary until January 1, 2014. He joined Summerset in 2010 from Macquarie Bank, where he worked for 11 years in investment banking, gaining a broad range of financial & commercial experience. His areas of responsibility at Summerset include finance, funding, legal, IT and strategy. He has a sound understanding of the industry, having been involved in advising a number of clients on transactions in the retirement village sector whilst at Macquarie. Mr. Cook serves as Director of Summerset Villages (Dunedin) Limited, Summerset Villages (Wanganui) Limited, Summerset Villages (Hamilton) Limited, Summerset Villages (Hastings) Limited and Summerset Villages (Havelock North) Limited. Mr. Cook holds Masters of Applied Finance as well as a number of other Degrees from Victoria and Waikato Universities.

CEO Compensation
  • Insufficient data for Julian to compare compensation growth.
  • Insufficient data for Julian to establish whether their remuneration is reasonable compared to companies of similar size in New Zealand.
Management Team Tenure

Average tenure of the Summerset Group Holdings management team in years:

4.1
Average Tenure
  • The tenure for the Summerset Group Holdings management team is about average.
Management Team

Julian Cook

TITLE
Chief Executive Officer
TENURE
5 yrs

John O'Sullivan

TITLE

Scott Scoullar

TITLE
Deputy CEO & CFO
TENURE
5.1 yrs

Eleanor Young

TITLE
General Manager of Operations & Customer Experience
TENURE
3.3 yrs

Fay French

TITLE
General Manager of Sales
TENURE
1.7 yrs

Dave Clegg

TITLE
General Manager of Human Resources
TENURE
0.3 yrs

Leanne Walker

TITLE
Company Secretary
TENURE
8.3 yrs
Board of Directors Tenure

Average tenure of the Summerset Group Holdings board of directors in years:

5.1
Average Tenure
  • The tenure for the Summerset Group Holdings board of directors is about average.
Board of Directors

Rob Campbell

TITLE
Independent Chairman
COMPENSATION
NZ$172K
AGE
67

James Ogden

TITLE
Non-Executive Independent Director
COMPENSATION
NZ$102K
AGE
66
TENURE
8.2 yrs

Marie Bismark

TITLE
Non-Executive Independent Director
COMPENSATION
NZ$89K
TENURE
5.6 yrs

Gráinne Troute

TITLE
Non-Executive Independent Director
COMPENSATION
NZ$89K
TENURE
2.6 yrs

Anne Urlwin

TITLE
Non-Executive Independent Director
COMPENSATION
NZ$94K
TENURE
5.1 yrs

Andrew Wong

TITLE
Non-Executive Independent Director
COMPENSATION
NZ$82K
TENURE
2.1 yrs
Who owns this company?
Recent Insider Trading
  • No 3 month insider trading information.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price (NZ$) Value (NZ$)
12. Apr 19 Sell Fisher Funds Management Limited Company 01. Mar 18 11. Apr 19 -3,026,416 NZ$7.63 NZ$-20,440,506
12. Apr 19 Buy Fisher Funds Management Limited Company 15. Jun 18 18. Feb 19 2,734,944 NZ$7.46 NZ$18,025,409
15. Mar 19 Sell Harbour Asset Management Limited Company 05. Mar 19 14. Mar 19 -2,427,100 NZ$6.67 NZ$-16,179,456
09. Nov 18 Buy Marie Bismark Individual 05. Nov 18 05. Nov 18 7,200 NZ$6.83 NZ$49,176
11. Jun 18 Sell Mint Asset Management Limited Company 15. Dec 17 07. Jun 18 -958,289 NZ$7.33 NZ$-7,020,935
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Management checks
We assess Summerset Group Holdings's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Summerset Group Holdings has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

News

Simply Wall St News

With A -11% Earnings Drop, Did Summerset Group Holdings Limited (NZSE:SUM) Really Underperform?

After looking at Summerset Group Holdings Limited's (NZSE:SUM) latest earnings announcement (31 December 2018), I found it useful to revisit the company's performance in the past couple of years and assess this against the most recent figures. … View our latest analysis for Summerset Group Holdings? … Furthermore, this one-year growth rate has been lower than its average earnings growth rate over the past 5 years of 36%, indicating the rate at which SUM is growing has slowed down

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Does Summerset Group Holdings's (NZSE:SUM) Share Price Gain of 89% Match Its Business Performance?

For example, long term Summerset Group Holdings Limited (NZSE:SUM) shareholders have enjoyed a 89% share price rise over the last half decade, well in excess of the market return of around 47% (not including dividends). … During five years of share price growth, Summerset Group Holdings achieved compound earnings per share (EPS) growth of 43% per year. … It is of course excellent to see how Summerset Group Holdings has grown profits over the years, but the future is more important for shareholders

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Should You Think About Buying Summerset Group Holdings Limited (NZSE:SUM) Now?

Summerset Group Holdings Limited (NZSE:SUM), which is in the healthcare business, and is based in New Zealand,. … A question to answer is whether Summerset Group Holdings's current trading price of NZ$6.51 reflective of the actual value of the? … Let’s take a look at Summerset Group Holdings’s outlook and value based on the most recent financial data to see if there are any catalysts for a price change

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How Financially Strong Is Summerset Group Holdings Limited (NZSE:SUM)?

While small-cap stocks, such as Summerset Group Holdings Limited (NZSE:SUM) with its market cap of NZ$1.4b, are popular for their explosive growth, investors should also be aware of their balance sheet to judge whether the company can survive a downturn. … Evaluating financial health as part of your investment thesis is. … We'll look at some basic checks that can form a snapshot the company’s financial strength.

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Summerset Group Holdings Limited (NZSE:SUM): Ex-Dividend Is In 4 Days

Summerset Group Holdings Limited (NZSE:SUM) will be distributing its dividend of NZ$0.072 per share on the 21 March 2019, and will start trading ex-dividend in 4 days time on the 07 March 2019. … Below, I'm going to look at the latest data and analyze the stock and its dividend property in further detail. … How I analyze a dividend stock?

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Could Summerset Group Holdings Limited's (NZSE:SUM) Investor Composition Influence The Stock Price?

Every investor in Summerset Group Holdings Limited (NZSE:SUM) should be aware of the most powerful shareholder groups. … Generally speaking, as a company grows, institutions will increase their ownership. … Summerset Group Holdings isn't enormous, but it's not particularly small either.

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Are Summerset Group Holdings Limited’s Returns On Capital Worth Investigating?

Specifically, we'll consider its Return On Capital Employed (ROCE), since that will give us an insight into how efficiently the business can generate profits from the capital it requires. … Return On Capital Employed (ROCE): What is it? … ROCE is a measure of a company's yearly pre-tax profit (its return), relative to the capital employed in the business.

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Should You Be Concerned About Summerset Group Holdings Limited's (NZSE:SUM) Historical Volatility?

Every stock in the market is exposed to this volatility, which is linked to the fact that stocks prices are correlated in an efficient market. … Beta can be a useful tool to understand how much a stock is influenced by market risk (volatility). … A stock with a beta below one is either less volatile than the market, or more volatile but not corellated with the overall market.

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Is Summerset Group Holdings Limited (NZSE:SUM) A Smart Choice For Dividend Investors?

Historically, Summerset Group Holdings Limited (NZSE:SUM) has paid a dividend to shareholders. … Let's dig deeper into whether Summerset Group Holdings should have a place in your portfolio. … View our latest analysis for Summerset Group Holdings

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Does Summerset Group Holdings Limited's (NZSE:SUM) P/E Ratio Signal A Buying Opportunity?

To keep it practical, we'll show how Summerset Group Holdings Limited's (NZSE:SUM) P/E ratio could help you assess the value on offer. … Summerset Group Holdings has a P/E ratio of 6.4, based on the last twelve months. … Price to Earnings Ratio = Price per Share ÷ Earnings per Share (EPS)

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Company Info

Description

Summerset Group Holdings Limited, together with its subsidiaries, builds, owns, and operates integrated retirement villages in New Zealand. It provides various independent living options, including villas, townhouses, apartments, and serviced apartments. The company also offers one-off, supported living, premium care, rest home care, hospital care, memory care, and respite and short term care services. It develops and operates 25 retirement villages; and provides living options and care services to approximately 5,000 residents. The company was founded in 1994 and is headquartered in Wellington, New Zealand. Summerset Group Holdings Limited is a subsidiary of New Zealand Central Securities Depository Limited.

Details
Name: Summerset Group Holdings Limited
SUM
Exchange: NZSE
Founded: 1994
NZ$1,331,773,878
221,962,313
Website: http://www.summerset.co.nz
Address: Summerset Group Holdings Limited
Majestic Centre,
Level 27,
Wellington,
6011,
New Zealand
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
NZSE SUM Ordinary Shares New Zealand Stock Exchange NZ NZD 01. Nov 2011
OTCPK SMGR.F Ordinary Shares Pink Sheets LLC US USD 01. Nov 2011
ASX SNZ Ordinary Shares Australian Securities Exchange AU AUD 01. Nov 2011
CHIA SNZ Ordinary Shares Chi-X Australia AU AUD 01. Nov 2011
Number of employees
Current staff
Staff numbers
1,438
Summerset Group Holdings employees.
Industry
Health Care Facilities
Healthcare
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/04/19 10:34
End of day share price update: 2019/04/18 00:00
Last estimates confirmation: 2019/04/08
Last earnings filing: 2019/02/22
Last earnings reported: 2018/12/31
Last annual earnings reported: 2018/12/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

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.