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Summerset Group Holdings Limited (SUM.NZ)
NZD8.55
-0.17 (-1.95%)
NZ NZE Healthcare Medical - Care Facilities
Address
Majestic Centre 6011
Wellington, NZ
Wellington, NZ
CEO
Scott Grady Scoullar
Website
summerset.co.nz
IPO
2011-10-31
ISIN NZSUME0001S0
Also trades on
Australian Securities Exchange · SNZ.AX (AUD)
New Zealand Exchange · SUM.NZ (NZD)
Description
Summerset Group Holdings Limited, along with its various subsidiaries, is engaged in the creation, ownership, and management of comprehensive retirement communities throughout New Zealand and Australia. These communities offer a full spectrum of care options, including residential aged care, hospital care, specialized memory care, and both temporary respite and short-stay services. For residents, accommodation choices are extensive, ranging from villas, cottages, and townhouses to diverse apartment types, including serviced units, as well as dedicated care centers. The company also undertakes the development of land specifically for these senior living projects. Currently, Summerset develops and operates 29 such villages, housing approximately 6,900 individuals. Established in 1997, the company's corporate headquarters are situated in Wellington, New Zealand, and it functions as a subsidiary of New Zealand Central Securities Depository Limited.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
NZD8.55
-0.17 (-1.95%)
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Volume Profile
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Liquidity & share structure
Average Volume
309.9K
Beta
0.30
Float Shares
241.17M
Free Float %
99.4%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +3.08% | +3.62% | -1.72% | -24.77% | -36.10% | -34.74% | -26.42% | -12.06% | -35.84% | +67.08% | +468.79% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
8.55
DCF (Levered)
51.64
+504.0%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
80% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 4 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
0.72
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Medical - Care Facilities: +10.2%+13.3% ★ Q4'25: +31.5% (vs Q4'23)
-
EPS growth Medical - Care Facilities: +19.2%-25.0% Q4'25: -57.7% (vs Q4'23)
-
FCF margin FCF growth · Medical - Care Facilities: +32.0%+251.8% Q4'25: +103.9% (vs Q4'23)
-
EBIT margin Medical - Care Facilities: +11.3%+75.7% ★ Q4'25: +77.8% (vs Q4'23)
-
ROIC Medical - Care Facilities: +6.8%+5.2% Q4'25: +11.1% (vs Q4'23)
-
Share dilution Medical - Care Facilities: +0.0%+2.2% Q4'25: +3.6% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Medical - Care Facilities: 0.99×6.62× Q4'25: 3.09× (vs Q4'23)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 2 EPS Ana. |
Dec 2027 3 Rev. Ana. 2 EPS Ana. |
Dec 2028 2 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
68.23M
est: 94.69M (-27.9%)
|
85.81M
est: 109.74M (-21.8%)
|
110.31M
est: 124.09M (-11.1%)
|
136.79M
est: 150.81M (-9.3%)
|
153.73M
est: 178.64M (-13.9%)
|
172.37M
est: 194.07M (-11.2%)
|
202.06M
est: 326.83M (-38.2%)
|
236.96M
est: 275.22M (-13.9%)
|
270.50M
est: 294.24M (-8.1%)
|
318.61M
est: 492.42M (-35.3%)
|
360.86M
est: 464.79M (-22.4%)
|
531.02M
436.02M – 717.03M
+14.2% YoY
|
597.07M
503.89M – 774.02M
+12.4% YoY
|
860.51M
716.96M – 1.14B
+44.1% YoY
|
678.40M
565.23M – 896.71M
-21.2% YoY
|
| EBITDA |
10.23M
est: 26.45M (-61.3%)
|
5.67M
est: 30.66M (-81.5%)
|
10.20M
est: 34.67M (-70.6%)
|
12.69M
est: 42.13M (-69.9%)
|
31.39M
est: 49.91M (-37.1%)
|
25.50M
est: 54.21M (-53.0%)
|
15.41M
est: 91.30M (-83.1%)
|
21.17M
est: 76.89M (-72.5%)
|
22.52M
est: 122.33M (-81.6%)
|
400.70M
est: 204.72M (+95.7%)
|
299.47M
est: 193.24M (+55.0%)
|
220.77M
181.28M – 298.10M
+14.2% YoY
|
248.23M
209.49M – 321.80M
+12.4% YoY
|
357.75M
298.07M – 472.88M
+44.1% YoY
|
282.04M
234.99M – 372.80M
-21.2% YoY
|
| EBIT |
7.16M
est: 22.29M (-67.9%)
|
10.98M
est: 25.83M (-57.5%)
|
17.09M
est: 29.21M (-41.5%)
|
17.66M
est: 35.50M (-50.2%)
|
23.50M
est: 42.05M (-44.1%)
|
17.40M
est: 45.68M (-61.9%)
|
3.86M
est: 76.93M (-95.0%)
|
7.57M
est: 64.78M (-88.3%)
|
6.72M
est: 107.86M (-93.8%)
|
381.60M
est: 180.51M (+111.4%)
|
273.16M
est: 170.38M (+60.3%)
|
194.66M
159.83M – 262.84M
+14.2% YoY
|
218.87M
184.71M – 283.73M
+12.4% YoY
|
315.44M
262.81M – 416.95M
+44.1% YoY
|
248.68M
207.19M – 328.71M
-21.2% YoY
|
| Net Income |
84.25M
est: 37.86M (+122.5%)
|
145.48M
est: 58.80M (+147.4%)
|
223.44M
est: 84.37M (+164.8%)
|
214.50M
est: 103.54M (+107.2%)
|
175.26M
est: 110.74M (+58.3%)
|
230.78M
est: 103.42M (+123.1%)
|
543.66M
est: 143.48M (+278.9%)
|
269.07M
est: 168.90M (+59.3%)
|
436.32M
est: 405.42M (+7.6%)
|
339.84M
est: 227.69M (+49.3%)
|
259.72M
est: 236.68M (+9.7%)
|
249.62M
233.62M – 265.62M
+5.5% YoY
|
270.63M
261.24M – 280.01M
+8.4% YoY
|
336.39M
239.49M – 433.75M
+24.3% YoY
|
—
— – —
-100.0% YoY
|
| SGA |
451.0K
est: 21.68M (-97.9%)
|
647.0K
est: 25.13M (-97.4%)
|
1.03M
est: 28.42M (-96.4%)
|
1.31M
est: 34.54M (-96.2%)
|
217.0K
est: 40.91M (-99.5%)
|
158.0K
est: 44.44M (-99.6%)
|
291.0K
est: 74.85M (-99.6%)
|
290.0K
est: 63.03M (-99.5%)
|
153.48M
est: 67.33M (+127.9%)
|
182.92M
est: 112.68M (+62.3%)
|
—
est: 106.36M (-100.0%)
|
121.51M
99.78M – 164.08M
+14.2% YoY
|
136.63M
115.30M – 177.12M
+12.4% YoY
|
196.91M
164.06M – 260.28M
+44.1% YoY
|
155.24M
129.34M – 205.19M
-21.2% YoY
|
| EPS |
0.39
est: 0.16 (+142.7%)
|
0.67
est: 0.25 (+168.5%)
|
1.10
est: 0.36 (+207.3%)
|
0.97
est: 0.44 (+120.8%)
|
0.79
est: 0.47 (+68.1%)
|
1.02
est: 0.44 (+132.4%)
|
2.38
est: 0.61 (+290.9%)
|
1.17
est: 0.72 (+63.2%)
|
1.83
est: 1.73 (+5.6%)
|
1.45
est: 0.86 (+68.8%)
|
1.08
est: 0.98 (+10.3%)
|
1.04
0.97 – 1.10
+6.5% YoY
|
1.13
1.08 – 1.16
+8.4% YoY
|
1.27
0.99 – 1.80
+12.3% YoY
|
—
— – —
-100.0% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-28 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-27 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-26 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-25 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-22 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-21 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-20 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-19 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-18 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-15 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-14 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-13 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-12 | A | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-11 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-08 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-07 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-06 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-04 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
858.18M
OE per share TTM
3.60
Owner's Yield
44.37%
Maintenance CapEx ratio
1.77%
Maint CapEx / Avg PPE
167.0%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
ETF Ownership
Top ETFs holding this stock
Held by 34 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares MSCI New Zealand ETF ENZL | 2.47% | 1.66M | 0.50% |
| 2 | iShares International Developed Small Cap Value Factor ETF ISVL | 0.15% | 487.1K | 0.31% |
| 3 | iShares Ageing Population UCITS ETF AGED.L | 0.11% | 936.7K | 0.40% |
| 4 | FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD | 0.08% | 497.7K | 0.41% |
| 5 | Avantis International Small Cap Equity ETF AVDS | 0.05% | 171.5K | 0.30% |
| 6 | Vanguard FTSE All-World ex-US Small-Cap ETF VSS | 0.02% | 3.57M | 0.06% |
| 7 | Dimensional - International Small Cap Value ETF DISV | 0.02% | 1.18M | 0.42% |
| 8 | Dimensional - International Small Cap ETF DFIS | 0.02% | 1.15M | 0.39% |
| 9 | Dimensional - International Vector Equity ETF DXIV | 0.01% | 28.1K | 0.53% |
| 10 | Dimensional - International Core Equity 2 ETF DFIC | 0.01% | 1.47M | 0.22% |
Insider Activity
Insider Activity — Latest Quarter
No insider activity available.
Insider buys vs sells (history)
Insider history not available.
Recent insider transactions
No recent insider transactions.
Executive team
Top executives
EBIT / Employee
89.1K
Shares Outstanding
242.62M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Aaron Smail | Chief Development Officer of NZ | — | male |
| Chris Lokum | Chief People Officer | — | female |
| David Martin | Chief Sales & Marketing Transformation Lead | — | male |
| Dean Tallentire | Chief Construction Officer of NZ | — | male |
| Eleanor Young | Chief Operating Officer of NZ | — | female |
| Fay French | Chief Sales Officer | — | female |
| John O'Sullivan | Founder | — | male |
| Kay Brodie | Chief Marketing Officer | — | female |
| Margaret Warrington | Chief Financial Officer | — | female |
| Robyn Gillespie | Chief Digital Officer | — | female |
| Robyn Heyman | Head of Legal & Company Secretary | — | female |
| Scott Grady Scoullar FCPA | Chief Executive Officer | — | male |
ESG Score History
No data available for this company.
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for SUM.NZ
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
