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Summerset Group Holdings NZSE:SUM Stock Report

Last Price

NZ$13.00

Market Cap

NZ$3.1b

7D

1.6%

1Y

28.7%

Updated

14 Dec, 2024

Data

Company Financials +

Summerset Group Holdings Limited

NZSE:SUM Stock Report

Market Cap: NZ$3.1b

Summerset Group Holdings Limited Competitors

Price History & Performance

Summary of share price highs, lows and changes for Summerset Group Holdings
Historical stock prices
Current Share PriceNZ$13.00
52 Week HighNZ$13.24
52 Week LowNZ$9.00
Beta0.69
1 Month Change2.60%
3 Month Change9.34%
1 Year Change28.71%
3 Year Change-0.077%
5 Year Change62.50%
Change since IPO821.99%

Recent News & Updates

Recent updates

At NZ$10.32, Is It Time To Put Summerset Group Holdings Limited (NZSE:SUM) On Your Watch List?

Oct 06
At NZ$10.32, Is It Time To Put Summerset Group Holdings Limited (NZSE:SUM) On Your Watch List?

At NZ$10.19, Is It Time To Put Summerset Group Holdings Limited (NZSE:SUM) On Your Watch List?

Jun 08
At NZ$10.19, Is It Time To Put Summerset Group Holdings Limited (NZSE:SUM) On Your Watch List?

Should You Investigate Summerset Group Holdings Limited (NZSE:SUM) At NZ$13.46?

Jan 12
Should You Investigate Summerset Group Holdings Limited (NZSE:SUM) At NZ$13.46?

Is There Now An Opportunity In Summerset Group Holdings Limited (NZSE:SUM)?

Jun 13
Is There Now An Opportunity In Summerset Group Holdings Limited (NZSE:SUM)?

James Ogden Is The Non-Executive Independent Director of Summerset Group Holdings Limited (NZSE:SUM) And They Just Sold 84% Of Their Shares

Mar 20
James Ogden Is The Non-Executive Independent Director of Summerset Group Holdings Limited (NZSE:SUM) And They Just Sold 84% Of Their Shares

Read This Before Buying Summerset Group Holdings Limited (NZSE:SUM) Shares

Feb 16
Read This Before Buying Summerset Group Holdings Limited (NZSE:SUM) Shares

Is Summerset Group Holdings Limited (NZSE:SUM) Potentially Undervalued?

Feb 01
Is Summerset Group Holdings Limited (NZSE:SUM) Potentially Undervalued?

Is Summerset Group Holdings Limited (NZSE:SUM) Trading At A 42% Discount?

Jan 18
Is Summerset Group Holdings Limited (NZSE:SUM) Trading At A 42% Discount?

Summerset Group Holdings (NZSE:SUM) Has Gifted Shareholders With A Fantastic 253% Total Return On Their Investment

Jan 06
Summerset Group Holdings (NZSE:SUM) Has Gifted Shareholders With A Fantastic 253% Total Return On Their Investment

Summerset Group Holdings Limited's (NZSE:SUM) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?

Dec 22
Summerset Group Holdings Limited's (NZSE:SUM) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?

We Wouldn't Rely On Summerset Group Holdings's (NZSE:SUM) Statutory Earnings As A Guide

Dec 09
We Wouldn't Rely On Summerset Group Holdings's (NZSE:SUM) Statutory Earnings As A Guide

Here's Why Summerset Group Holdings (NZSE:SUM) Can Manage Its Debt Responsibly

Nov 27
Here's Why Summerset Group Holdings (NZSE:SUM) Can Manage Its Debt Responsibly

Shareholder Returns

SUMNZ HealthcareNZ Market
7D1.6%-0.6%-0.7%
1Y28.7%2.8%5.4%

Return vs Industry: SUM exceeded the NZ Healthcare industry which returned 2.8% over the past year.

Return vs Market: SUM exceeded the NZ Market which returned 5.4% over the past year.

Price Volatility

Is SUM's price volatile compared to industry and market?
SUM volatility
SUM Average Weekly Movement2.7%
Healthcare Industry Average Movement5.0%
Market Average Movement4.3%
10% most volatile stocks in NZ Market8.7%
10% least volatile stocks in NZ Market3.1%

Stable Share Price: SUM has not had significant price volatility in the past 3 months compared to the NZ market.

Volatility Over Time: SUM's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19972,900Scott Scoullarwww.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?
SUM fundamental statistics
Market capNZ$3.07b
Earnings (TTM)NZ$405.42m
Revenue (TTM)NZ$294.24m

7.6x

P/E Ratio

10.4x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SUM income statement (TTM)
RevenueNZ$294.24m
Cost of RevenueNZ$273.63m
Gross ProfitNZ$20.61m
Other Expenses-NZ$384.81m
EarningsNZ$405.42m

Last Reported Earnings

Jun 30, 2024

Next Earnings Date

Feb 25, 2025

Earnings per share (EPS)1.71
Gross Margin7.00%
Net Profit Margin137.79%
Debt/Equity Ratio57.4%

How did SUM perform over the long term?

See historical performance and comparison

Dividends

1.9%

Current Dividend Yield

14%

Payout Ratio