S
Last Price
52 Week Range
NZ$10.50 - NZ$13.30
Next Earnings Date
Feb 25 2026 (Estimate)
Next Earnings Date
Feb 25 2026 (Est.)
Last Price
Market Cap | NZ$2.98B |
EV | NZ$4.84B |
Shares Outstanding | 243.41M |
Beta | 0.30 |
Industry | Medical - Care Facilities |
Analyst Rating | BUY |
Analyst Target Price | |
Number of Analysts | 5 |
P/E 2025E | 12.45x |
P/Revenue 2025E | 8.33x |
Revenue | |
EPS | |
Operating Cash Flow | |
Free Cash Flow |
Revenue | |
EPS | |
Operating Cash Flow | |
Free Cash Flow |
Gross Margin 2025E | - |
Net Profit Margin 2025E | 79.49% |
ROE 2025E | 7.28% |
ROCE 2024 | 12.20% |
DPS 2025E | NZ$0.25 |
Payout Ratio 2025E | 25.25% |
Div. Yield 2025E | 2.02% |
DPS Last 3Y CAGR |
Price
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S
Summerset Group Holdings Limited
SUM
Sector
Healthcare
Industry
Medical - Care Facilities
CEO
Scoullar, Scott
Employees
3,100
Website
www.summerset.co.nzIPO Date
2011-10-31
Headquarters
Floor 27, Majestic Centre, 100 Willis Street, Wellington 6011 New Zealand
The current price of Summerset Group Holdings (SUM) is NZ$12.29, reflecting a +1.15% change compared to the previous close. Last updated: January 1, 2026 at 4:49 PM Eastern Time
Review the recent SUM stock performance trends:Past 1 Month: Summerset Group Holdings (SUM) shares have -2.07%.Past 3 Months: The stock has +15.07%.Past 6 Months: SUM shares have +9.24%. Last updated: December 31, 2025 at 11:53 PM Eastern Time
Over the last year, Summerset Group Holdings (SUM) has established a 52-week price range between a high of NZ$13.30 and a low of NZ$10.50. This metric is essential for assessing the stock's annual volatility. Last updated: December 31, 2025 at 11:53 PM Eastern Time
Summerset Group Holdings (SUM) is considered a low volatility stock. It has a beta of 0.30, which means it typically moves 0.30 times as much as the broader market. Over the past 52 weeks, SUM has traded within a NZ$10.50 – NZ$13.30 range. Last updated: December 31, 2025 at 11:53 PM Eastern Time
Based on current SUM analyst forecasts and market assumptions, the consensus price target for Summerset Group Holdings (SUM) is NZ$14.63 for 2027. Relative to the current price of NZ$12.29, this implies a positive upside of +19.06%. Price targets reflect forward-looking estimates based on information available at the time and are inherently subject to change as underlying assumptions, company fundamentals, or market conditions evolve. Last updated: January 1, 2026 at 4:49 PM Eastern Time
A NZ$1,000 investment in Summerset Group Holdings 5 years ago, when the stock was trading around NZ$12.55, would be worth approximately NZ$979.18 today, based solely on share price performance (excluding dividends). This represents a total return of -2.08% over the period, equivalent to a compound annual growth rate (CAGR) of -0.42%. Past performance reflects historical price movements only and does not imply future results. Last updated: December 31, 2025 at 11:53 PM Eastern Time
The current Summerset Group Holdings (SUM) market capitalization is approximately NZ$2.98B, based on its latest share price and shares outstanding. Market capitalization represents the total market value of a company's equity and is calculated by multiplying the current stock price by the number of shares outstanding. As a result, Summerset Group Holdings's market cap fluctuates with changes in its share price and share count. Last updated: December 31, 2025 at 11:53 PM Eastern Time
In the most recently reported quarter, Summerset Group Holdings (SUM) generated NZ$86.26M in revenue, representing a +14.21% year over year change. Quarterly revenue results and expectations reflect underlying demand trends, pricing dynamics, product or service mix, seasonality, and broader macroeconomic conditions. Actual results may differ from consensus estimates as new information becomes available. Last updated: January 1, 2026 at 2:58 AM Eastern Time
In the most recently reported fiscal year, Summerset Group Holdings (SUM) generated net income of NZ$339.80M, compared with NZ$436.32M in the prior fiscal year, representing a -22.12% year over year change. For the upcoming fiscal year, analyst consensus currently estimates net income of NZ$284.23M. Net income may be positive or negative and can fluctuate materially from year to year due to changes in operating performance, non-recurring or one-time items, accounting treatments, capital structure, and broader macroeconomic conditions. Last updated: January 1, 2026 at 2:58 AM Eastern Time
According to its latest quarterly filing, Summerset Group Holdings (SUM) reported EBITDA of NZ$6.14M, representing a -10.48% year over year change. EBITDA is a non-GAAP measure and does not account for depreciation, amortization, interest expense, taxes, or capital expenditures. As a result, it should be considered alongside other financial metrics when assessing operating performance. Actual results may differ from estimates as company-specific or macroeconomic conditions evolve. Last updated: January 1, 2026 at 2:58 AM Eastern Time
As of the most recent reporting period, the company's debt-to-equity ratio stands at 0.60x, calculated as total debt divided by total shareholders' equity. A lower debt-to-equity ratio generally indicates a more conservative capital structure with less reliance on external borrowing, while a higher ratio suggests greater financial leverage and potentially higher sensitivity to interest rates, refinancing conditions, and earnings volatility. The debt-to-equity ratio should be interpreted in the context of the company's industry, business model, cash flow stability, and balance sheet composition. Last updated: January 1, 2026 at 2:58 AM Eastern Time
Based on the latest available data, Summerset Group Holdings (SUM) is currently trading at a last twelve months (LTM) P/E ratio of 8.00x. The P/E ratio reflects how much investors are willing to pay today for a dollar of earnings and can vary meaningfully over time due to changes in profitability, growth expectations, margin outlook, and earnings volatility. Last updated: January 1, 2026 at 4:49 PM Eastern Time
Summerset Group Holdings (SUM) is currently scheduled to report its next earnings results on February 24, 2026. Earnings dates are subject to change and may be updated by the company with limited notice. Investors typically monitor upcoming earnings releases closely, as they can result in increased volatility depending on reported results, forward guidance, and management commentary. Last updated: December 31, 2025 at 11:53 PM Eastern Time
In the most recently reported quarter, Summerset Group Holdings (SUM) revenue was NZ$86.26M. Earnings per share (EPS) for the quarter were NZ$0.27. Revenue and EPS surprises may be positive or negative and can influence near-term stock performance depending on expectations, forward guidance, and broader market and sector conditions. For a detailed history of analyst expectations versus reported results, view the full estimates vs. actuals track record here: 👉 Estimates vs. Actuals Last updated: January 1, 2026 at 2:58 AM Eastern Time
Analyst assessments of whether Summerset Group Holdings (SUM) consensus price target is overvalued or undervalued are generally expressed relative to consensus valuation frameworks and price targets, rather than as an absolute judgment.Current share price: NZ$12.29Consensus price target: NZ$14.63Implied return: +19.06% An implied return above current levels indicates that, on average, analysts view the stock as trading below their estimated fair value. Conversely, an implied return below current levels suggests the stock may be fully valued or priced above consensus expectations. This content is for informational purposes only and does not constitute investment advice. Last updated: January 1, 2026 at 4:49 PM Eastern Time
Based on the latest available analyst coverage, Summerset Group Holdings (SUM) currently carries a Buy consensus rating. Analysts' average SUM price target is NZ$14.63. Relative to the current share price of NZ$12.29, this suggests a potential price change of approximately +19.06%. Analyst views are forward-looking estimates and should not be considered investment advice. Last updated: January 1, 2026 at 4:49 PM Eastern Time
Like other publicly traded stocks, Summerset Group Holdings (SUM) shares are bought and sold on stock exchanges such as NZSE and other supported markets, depending on the listing. The most common way to buy shares is through an online brokerage account. To get started, you typically need to: Open an account with a licensed stock brokerComplete the broker's verification processFund your accountPlace a buy order for Summerset Group Holdings (SUM) shares Trading involves risk, and investors should consider their financial objectives and risk tolerance before investing.
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Summerset Group Holdings trades under the ticker symbol SUM on the NZSE stock exchange. The ticker SUM is used to identify the company's common stock across trading platforms, market data providers, and regulatory filings.
As of the most recently reported period, Summerset Group Holdings (SUM) employs approximately 3,100 people worldwide. Reported employee figures may fluctuate over time due to hiring activity, restructuring, automation initiatives, or changes in business strategy. Headcount data is typically disclosed in company filings and reflects full-time employees unless otherwise stated. Last updated: December 31, 2025 at 11:53 PM Eastern Time
Summerset Group Holdings (SUM) operates in a highly competitive market with companies that often have different business models, geographic exposure, and end markets. While no two companies are identical, the following firms are generally considered the closest Summerset Group Holdings (SUM) stock peers based on overlapping products, services, and competitive dynamics:Oceania Healthcare (OCA)Ryman Healthcare (RYM)Regis Healthcare (REG)Tian An Medicare (383)Radius Residential Care (RAD)Sunwels (9229)Kato (Hong Kong) Holdings (2189)As Partners (160A) These peers may differ in size, business mix, financial profile, and strategic focus, but they are commonly referenced due to overlapping markets, customer segments, or competitive positioning relative to Summerset Group Holdings.
Market data is sourced from S&P Global Market Intelligence. All insights and analysis are developed by Gainify. Copyright © 2026, S&P Global Market Intelligence. All rights reserved.
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