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SUM

Summerset Group Holdings NZSE:SUM Stock Report

Last Price

NZ$9.79

Market Cap

NZ$2.3b

7D

0%

1Y

-21.0%

Updated

08 Feb, 2023

Data

Company Financials +

Summerset Group Holdings Limited

NZSE:SUM Stock Report

Mkt Cap: NZ$2.3b

SUM Stock Overview

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

SUM fundamental analysis
Snowflake Score
Valuation6/6
Future Growth1/6
Past Performance2/6
Financial Health2/6
Dividends0/6

My Notes

New

Notes are coming soon

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$9.79
52 Week HighNZ$12.51
52 Week LowNZ$8.69
Beta0.73
1 Month Change5.61%
3 Month Change1.45%
1 Year Change-21.05%
3 Year Change8.18%
5 Year Change73.89%
Change since IPO594.33%

Recent News & 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?

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
7D0%-2.0%1.1%
1Y-21.0%-14.9%-7.2%

Return vs Industry: SUM underperformed the NZ Healthcare industry which returned -14.9% over the past year.

Return vs Market: SUM underperformed the NZ Market which returned -7.2% over the past year.

Price Volatility

Is SUM's price volatile compared to industry and market?
SUM volatility
SUM Average Weekly Movement3.5%
Healthcare Industry Average Movement5.0%
Market Average Movement3.8%
10% most volatile stocks in NZ Market7.4%
10% least volatile stocks in NZ Market2.4%

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

Volatility Over Time: SUM's weekly volatility (3%) 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$2.27b
Earnings (TTM)NZ$414.50m
Revenue (TTM)NZ$224.55m

5.5x

P/E Ratio

10.1x

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

Feb 23, 2023

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

2.0%

Current Dividend Yield

11%

Payout Ratio