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SUM

Summerset Group Holdings NZSE:SUM Stock Report

Last Price

NZ$10.37

Market Cap

NZ$2.4b

7D

-1.2%

1Y

-30.8%

Updated

05 Oct, 2022

Data

Company Financials +
SUM fundamental analysis
Snowflake Score
Valuation3/6
Future Growth1/6
Past Performance2/6
Financial Health2/6
Dividends0/6

SUM Stock Overview

Summerset Group Holdings Limited, together with its subsidiaries, develops, owns, and operates integrated retirement villages in New Zealand and Australia.

Summerset Group Holdings Limited Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Summerset Group Holdings
Historical stock prices
Current Share PriceNZ$10.37
52 Week HighNZ$15.41
52 Week LowNZ$9.15
Beta0.89
1 Month Change-5.56%
3 Month Change1.67%
1 Year Change-30.82%
3 Year Change57.12%
5 Year Change99.81%
Change since IPO635.46%

Recent News & Updates

Jun 08
At NZ$10.19, 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?

Summerset Group Holdings Limited ( NZSE:SUM ), might not be a large cap stock, but it received a lot of attention from...

Shareholder Returns

SUMNZ HealthcareNZ Market
7D-1.2%-0.1%-0.5%
1Y-30.8%-23.3%-19.2%

Return vs Industry: SUM underperformed the NZ Healthcare industry which returned -23.3% over the past year.

Return vs Market: SUM underperformed the NZ Market which returned -19.2% over the past year.

Price Volatility

Is SUM's price volatile compared to industry and market?
SUM volatility
SUM Average Weekly Movement3.9%
Healthcare Industry Average Movement3.8%
Market Average Movement4.0%
10% most volatile stocks in NZ Market7.4%
10% least volatile stocks in NZ Market2.9%

Stable Share Price: SUM is not significantly more volatile than the rest of NZ stocks over the past 3 months, typically moving +/- 4% a week.

Volatility Over Time: SUM's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19972,300Scott Scoullarhttps://www.summerset.co.nz

Summerset Group Holdings Limited, together with its subsidiaries, develops, owns, and operates integrated retirement villages in New Zealand and Australia. It provides rest home care, hospital care, memory care, and respite and short-term care services, as well as villas, cottages, townhouses, apartments, serviced apartments, and care centers. The company also develops land of retirement villages.

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$2.40b
Earnings (TTM)NZ$414.50m
Revenue (TTM)NZ$224.55m

5.8x

P/E Ratio

10.7x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
SUM income statement (TTM)
RevenueNZ$224.55m
Cost of RevenueNZ$197.10m
Gross ProfitNZ$27.45m
Other Expenses-NZ$387.05m
EarningsNZ$414.50m

Last Reported Earnings

Jun 30, 2022

Next Earnings Date

n/a

Earnings per share (EPS)1.79
Gross Margin12.22%
Net Profit Margin184.59%
Debt/Equity Ratio43.3%

How did SUM perform over the long term?

See historical performance and comparison

Dividends

1.9%

Current Dividend Yield

11%

Payout Ratio