Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

Request Deep Dive(50 Feathers)

SUM.NZ

SELLGet insider-trade alerts

Summerset Group Holdings Limited · Healthcare · New Zealand · $1.2B · Avg Vol: $1M/d

28
StockRank
Q
33
V
52
M
32
P/E (TTM)
7.9x
ROE
8.3%
D/E
0.6x
Dividend %
2.9%
Director Trades · 180d
None in 180d →
Buybacks · 180d
None in 180d →

COMPANY DESCRIPTION

Summerset Group Holdings Limited, together with its subsidiaries, develops, owns, and operates integrated retirement villages in New Zealand and Australia. It offers living options and care services to residents. The company was founded in 1997 and is headquartered in Wellington, New Zealand.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue133.7M152.6M179.7M203.6M15.0%
EPS0.661.060.820.61-2.5%
Shares231.6M233.9M236.3M242.4M+4.7%
Debt607.2M794.1M973.8M1.1B22.5%
Equity1.2B1.5B1.7B1.9B14.9%
Op CF—————
Inv CF-367.7M-377.1M-385.4M-407.5M—
Fin CF168.9M145.3M133.8M95.0M—
Loading...
PRICE (1Y)+18.5%
4.004.244.484.724.96May 15Jun 8Jun 26
SMA 50SMA 200
Close
$4.81
RSI (14)
67.0
52W High
$7.13
From 52W High
0.7%

SCORE BREAKDOWN

Quality
33
ROIC
3.1%50.8
ROE
8.3%66.3
GP/Assets
0.3%11.4
Op. Margin
2.7%50.2
FCF/Assets
-0.8%42.1
Piotroski
13.6
Int. Cover
8.6x58.2
D/E Ratio
0.60x28.2
Current Ratio
0.13x0.4
Value
52
P/E (TTM)
7.9x92.6
EV/EBITDA
132.9x3.6
P/FCF
—N/A
P/B
0.6x93.0
P/S
5.7x37.0
Div Yield
2.9%64.0
Momentum
32
52W High %
67%53.5
RS 6M
-29%41.9
SMA 50/200
0.78x11.4
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
+5%22.9
Q Growth
-43%12.9

FUNDAMENTALS

Market Cap
$1.2B
P/E (Forward)
7.5x
Gross Margin
8.9%

SECTOR PEERS

Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of SUM.NZ are excluded.

TickerCompanyMkt CapStockRankSignal
SUM.NZSummerset Group Holdings Limited(you)$1.2B28SELL
RYM.NZRyman Healthcare Limited$1.3B25SELL
OCA.NZOceania Healthcare Limited$304M37HOLD
RAD.NZRadius Residential Care Limited$62M96STRONG BUY
PEB.NZPacific Edge Limited$210M29SELL
ARX.AXAroa Biosurgery Limited$141M59HOLD
AFT.NZAFT Pharmaceuticals Limited$218M78BUY
FPH.AXFisher & Paykel Healthcare Corporation Limited$12.8B83STRONG BUY
GXH.NZGreen Cross Health Limited$159M99STRONG BUY

Peer medians: ROE 13.7% · P/E 37.4x · Gross margin 39.2%

Summerset Group Holdings Limited (SUM.NZ) — Stock Score Summary

Summerset Group Holdings Limited (SUM.NZ) has a MoatMap StockRank of 28/100 based on Quality (33/100), Value (52/100), and Momentum (32/100) factor scores. The current signal is SELL.

Summerset Group Holdings Limited, together with its subsidiaries, develops, owns, and operates integrated retirement villages in New Zealand and Australia. It offers living options and care services to residents. The company was founded in 1997 and is headquartered in Wellington, New Zealand.

Key Financial Metrics

Price$4.81
Market Cap$1.2B
P/E (TTM)7.89
P/E (Forward)7.52
Price/Book0.62
Return on Equity8.3%
Return on Invested Capital3.1%
Debt/Equity59.92
Gross Margin8.9%
Operating Margin2.7%
Revenue Growth12.4%
Dividend Yield2.9%
Free Cash Flow$-42M

Summerset Group Holdings Limited operates in the Medical Care Facilities industry, part of the Healthcare sector (New Zealand).

Frequently Asked Questions

What is Summerset Group Holdings Limited’s (SUM.NZ) StockRank?
MoatMap’s StockRank for Summerset Group Holdings Limited (SUM.NZ) is 28/100, with a Sell signal. It is a composite of Quality (33), Value (52), and Momentum (32) factor ranks across MoatMap’s 20,000+ stock universe.
Does Summerset Group Holdings Limited have an economic moat?
Summerset Group Holdings Limited (SUM.NZ) has a Quality factor score of 33/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Summerset Group Holdings Limited a buy, hold, or sell?
MoatMap’s current signal for Summerset Group Holdings Limited (SUM.NZ) is Sell, based on a StockRank of 28/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Summerset Group Holdings Limited in?
Summerset Group Holdings Limited (SUM.NZ) operates in the Healthcare sector, specifically the Medical Care Facilities industry (New Zealand).
Browse all ranked stocksSUM.NZ deep dive reportAI ChampionsHow we score stocksSense-check another stock