SNZ Summerset Group Holdings Limited
Healthcare · Medical Care Facilities
· website
· 3,300 employees
$5.76
52wk 5.75 – 12.09
Overall
39.8
Value
62.5
Growth
43.1
Health
21.7
Quality
45.0
Momentum
0.0
Dividend
76.2
Price
About Summerset Group Holdings Limited
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. Summerset Group Holdings Limited operates as a subsidiary of New Zealand Central Securities Depository Limited.
Price analytics
Returns
| 1 day | -2.7% |
| 1 week | -6.8% |
| 1 month | -18.6% |
| 3 months | -21.6% |
| 6 months | -23.7% |
| 1 year | -40.1% |
| 3 years | -37.5% |
Risk
| Volatility (1y ann.) | 35.0% |
| Beta vs ASX 200 | 0.20 |
| Sharpe (1y) | -1.40 |
| VaR 95% (1-day) | -4.0% |
| Max drawdown (1y) | -48.2% |
| Off 1-year high | -48.2% |
Technicals
| RSI(14) | 18 OS |
| vs 50DMA | -13.1% |
| vs 200DMA | -24.8% |
| Trend | Death cross |
Fundamental trends
Financial statements
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Scoring breakdown
(2 Oct 2026)
Value
62.5
Trailing P/E
100
Forward P/E
61
PEG ratio
—
EV / EBITDA
0
Price / Book
100
Price / Sales
69
Growth
43.1
Revenue growth (1y)
66
Revenue CAGR (3y)
80
EPS growth (1y)
0
EPS CAGR (3y)
21
Financial Health
21.7
Net debt / EBITDA
0
Interest coverage (EBIT/interest)
0
Current ratio
0
Debt / Equity
78
Quality (Profitability & Cash Flow)
45.0
Return on equity
51
Return on assets
1
Operating margin
21
Net margin
100
Cash conversion (OCF / net income)
—
Dividend / Income
76.2
Dividend yield (%)
34
Payout ratio
100
FCF dividend cover
100
Momentum
0.0
6-month return vs ASX 200
0
Price vs 200-day average
0
Price vs 50-day average
0
Position in 52-week range
0
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Score history
Key metrics
Market cap
$1.41B
P/E (trailing)
5.65
P/E (forward)
18.58
EPS (trailing)
1.02
Dividend yield
2.1%
Payout ratio
16.7%
Beta
0.29
EV / EBITDA
78.38
Price / Book
0.50
ROE
10.2%
Operating margin
5.2%
Net margin
88.0%
Total cash
$31.44M
Total debt
$2.09B
Current ratio
0.69
Debt / Equity
0.60
Free cash flow
$-277.29M
Avg volume
1,951
Latest annual results
(FY ending 31 Dec 2025)
- Revenue$360.86M
- Gross profit$324.64M
- Operating income$5.92M
- Net income$259.72M
- Diluted EPS1.08
- Free cash flow$327.61M
- Net debt$1.97B