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Summerset

NZC:SUM · NZSUME0001S0
Health Care Providers & ServicesMedium

360

13
EV / EBIT51
Price / Owner Earnings24
Owner Earnings Yield45
Dividend Yield81
Price/Sales14
EV / Gross Profit4
Price/Book87
Return on Capital7
Cash Return on Capital34
Return on Equity51
EBIT Margin9
Gross Profitability1
Cash Conversion58
Accruals15
Owner Earnings Margin95
Sales growth96
Profit Growth91
Long-Term EPS Growth64
Owner Earnings Growth8
Reinvestment31
Price momentum18
Debt load42
Refinancing13
Debt Payback23
Liquidity20
Analyst ratings65
Opinion Changes50
Price Target Upside96
Market mood95
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Summerset clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryNew Zealand
IndustryHealth Care Providers & Services
SizeMedium
TypePublic Company
ExchangeNZSE
Founded2004
Employees789
Websitesummerset.co.nz
ISINNZSUME0001S0
Last UpdateApr 2, 2026
Indices
NZSX 50 (New Zealand)
Themes
Assisted LivingFacilities Support ServicesFamilyHome Health CareRetirement

Description

Summerset Group Holdings Limited, together with its subsidiaries, develops, owns, and operates integrated retirement villages. Business Segments The company operates primarily in the retirement living and aged care sector. The company develops, own…

Analysis

Middle-of-the-road

Summerset Group Holdings Limited sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

On valuation, the picture is expensive. The owner-earnings multiple stands at 30.0×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 12% a year, against analyst forecasts of 10%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is stretched. The company scores 10/20 on our value-creation score: creating some value.

Flags to be aware of: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
78
2023202420252026

All-time high

80

Mar 2026

All-time low

25

Jan 2025

Average rank

58

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
14
9
15
13
Price/Earnings
85
95
87
61
Price/Book
87
81
73
57
Dividend Yield
81
45
62
58
Value (overall)
82
61
57
45

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →