SUM 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 | 0/6 |
Rewards
Risk Analysis
My Notes
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Summerset Group Holdings Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | NZ$12.82 |
| 52 Week High | NZ$13.24 |
| 52 Week Low | NZ$9.00 |
| Beta | 0.69 |
| 1 Month Change | -2.14% |
| 3 Month Change | 11.38% |
| 1 Year Change | 26.31% |
| 3 Year Change | -1.38% |
| 5 Year Change | 44.04% |
| Change since IPO | 809.22% |
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$10.19, Is It Time To Put Summerset Group Holdings Limited (NZSE:SUM) On Your Watch List?
Jun 08Should You Investigate Summerset Group Holdings Limited (NZSE:SUM) At NZ$13.46?
Jan 12Is There Now An Opportunity In Summerset Group Holdings Limited (NZSE:SUM)?
Jun 13James Ogden Is The Non-Executive Independent Director of Summerset Group Holdings Limited (NZSE:SUM) And They Just Sold 84% Of Their Shares
Mar 20Read This Before Buying Summerset Group Holdings Limited (NZSE:SUM) Shares
Feb 16
Is Summerset Group Holdings Limited (NZSE:SUM) Potentially Undervalued?
Feb 01Is Summerset Group Holdings Limited (NZSE:SUM) Trading At A 42% Discount?
Jan 18Summerset Group Holdings (NZSE:SUM) Has Gifted Shareholders With A Fantastic 253% Total Return On Their Investment
Jan 06Summerset Group Holdings Limited's (NZSE:SUM) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?
Dec 22We Wouldn't Rely On Summerset Group Holdings's (NZSE:SUM) Statutory Earnings As A Guide
Dec 09Here's Why Summerset Group Holdings (NZSE:SUM) Can Manage Its Debt Responsibly
Nov 27Shareholder Returns
| SUM | NZ Healthcare | NZ Market | |
|---|---|---|---|
| 7D | -1.4% | -0.1% | 1.1% |
| 1Y | 26.3% | -0.07% | 6.1% |
Return vs Industry: SUM exceeded the NZ Healthcare industry which returned -0.1% over the past year.
Return vs Market: SUM exceeded the NZ Market which returned 6.1% over the past year.
Price Volatility
| SUM volatility | |
|---|---|
| SUM Average Weekly Movement | 2.7% |
| Healthcare Industry Average Movement | 5.0% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in NZ Market | 9.1% |
| 10% least volatile stocks in NZ Market | 3.1% |
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
| 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
| SUM fundamental statistics | |
|---|---|
| Market cap | NZ$3.03b |
| Earnings (TTM) | NZ$405.42m |
| Revenue (TTM) | NZ$294.24m |
7.5x
P/E Ratio10.3x
P/S RatioIs SUM overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SUM 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 SUM 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 11:01 |
| 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 |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| 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
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 .
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 |