SUM — Summerset group Share Price
Last trade - 00:00- NZ$2.59bn
- NZ$3.99bn
- NZ$272.20m
- 58
- 77
- 95
- 88
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | 12.37 | ||
| PEG Ratio (f) | n/a | ||
| EPS Growth (f) | -42.99% | ||
| Dividend Yield (f) | 2.2% | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 0.99 | ||
| Price to Tang. Book | 1 | ||
| Price to Free Cashflow | 7.63 | ||
| Price to Sales | 9.52 | ||
| EV to EBITDA | 164.58 | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | 6.48% | ||
| Return on Equity | 18.19% | ||
| Operating Margin | 165.31% | ||
Financial Summary
| Year End 31st Dec | Unit | 2019 | 2020 | 2021 | 2022 | 2023 | 2024E | 2025E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | NZ$m | 153.95 | 172.42 | 205.35 | 238.71 | 272.2 | 371.28 | 404.26 | 14.72% |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | -18.75 | +31.84 | +130.8 | -50.55 | +60.38 | -53.12 | +6.5 | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing | |||
| Net Gearing | |||
| Cash / Assets |
| Liquidity (ttm) | |
|---|---|
| Curr. Ratio | |
| Quick Ratio | |
| Interest Cov. | |
| Efficiency (ttm) | |
|---|---|
| Asset Turnover | |
| Recs Turnover | |
| Stock Turnover | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
Profile Summary
Summerset Group Holdings Limited is a New Zealand-based company that develops, owns and operates integrated retirement villages. The Company is engaged in the design, construction and operation of retirement villages and care centers. It provides a range of living options and care services to more than 7,400 residents. It offers a choice of independent living options, including villas, townhouses and serviced apartments. It offers various facilities in its village, such as recreational bowling green, barbecue facilities, cafe, communal vegetable gardens, courtesy van, exercise room, hair salon, library, organized outings and activities, piano, pool table, residents' bar, residents' workshop, swimming pool and spa. It has approximately 38 villages completed or in development in Aotea, Avonhead, Bell Block, Blenheim, Cambridge, Casebrook, Cranbourne North, Dunedin, Ellerslie and others. Its portfolio covers over 6,679 total units, including 5,518 retirement units and 1,161 care units.
Directors
- Mark Verbiest NEC
- Scott Scoullar CEO
- Will Wright CFO
- Fay French GMG
- Dave Clegg GMG
- Paul Morris GMG
- Aaron Smail GMG
- Dean Tallentire GMG
- Eleanor Young GMG
- Robyn Heyman SEC
- Marie Bismark NID
- Venasio-Lorenzo Crawley NID
- James Ogden NID
- Grainne Troute NID
- Anne Urlwin NID
- Andrew Wong NID
- Last Annual
- December 31st, 2023
- Last Interim
- December 31st, 2023
- Incorporated
- October 6th, 2004
- Public Since
- October 25th, 2011
- No. of Shareholders
- 9,826
- No. of Employees
- 2,468
- Sector
- Healthcare Providers & Services
- Industry
- Healthcare
- Exchange
- New Zealand Stock Exchange
- Shares in Issue
- 234,281,382
- Address
- Level 27, WELLINGTON, 6011
- Web
- https://www.summerset.co.nz/
- Phone
- +64 48947320
- Auditors
- Ernst & Young
Latest News for SUM
Upcoming Events for SUM
Summerset Group Holdings Ltd Annual Shareholders Meeting
Summerset Group Holdings Ltd Annual Shareholders Meeting
Q2 2024 Summerset Group Holdings Ltd Corporate Sales Release
Half Year 2024 Summerset Group Holdings Ltd Earnings Release
Q3 2024 Summerset Group Holdings Ltd Corporate Sales Release
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FAQ
As of Today at 19:20 UTC, shares in Summerset group are trading at NZ$11.06. This share price information is delayed by 15 minutes.
Shares in Summerset group last closed at NZ$11.06 and the price had moved by +35.04% over the past 365 days. In terms of relative price strength the Summerset group share price has outperformed the ASX All Ordinaries Index by +29.17% over the past year.
The overall consensus recommendation for Summerset group is Buy. You can view the full broker recommendation list by unlocking its StockReport.
The Summerset group dividend yield is 1.88% based on the trailing twelve month period.
Last year, Summerset group paid a total dividend of NZ$0.21, and it currently has a trailing dividend yield of 1.88%. We do not have any data on when Summerset group is to next pay dividends.
We do not have data on when Summerset group is to next pay dividends. The historic dividend yield on Summerset group shares is currently 1.88%.
To buy shares in Summerset group you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
As of the previous close price of NZ$11.06, shares in Summerset group had a market capitalisation of NZ$2.59bn.
Here are the trading details for Summerset group:
- Country of listing: New Zealand
- Exchange: NZC
- Ticker Symbol: SUM
Based on an overall assessment of its quality, value and momentum Summerset group is currently classified as a Super Stock. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
The analyst consensus target price for shares in Summerset group is NZ$12.99. That is 17.47% above the last closing price of NZ$11.06.
Analysts covering Summerset group currently have a consensus Earnings Per Share (EPS) forecast of NZ$0.88 for the next financial year.
An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Summerset group. Over the past six months, its share price has outperformed the ASX All Ordinaries Index by +0.96%.
As of the last closing price of NZ$11.06, shares in Summerset group were trading +7.16% higher than their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
The Summerset group PE ratio based on its reported earnings over the past 12 months is 12.37. The shares last closed at NZ$11.06.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Summerset group's management team is headed by:
- Mark Verbiest - NEC
- Scott Scoullar - CEO
- Will Wright - CFO
- Fay French - GMG
- Dave Clegg - GMG
- Paul Morris - GMG
- Aaron Smail - GMG
- Dean Tallentire - GMG
- Eleanor Young - GMG
- Robyn Heyman - SEC
- Marie Bismark - NID
- Venasio-Lorenzo Crawley - NID
- James Ogden - NID
- Grainne Troute - NID
- Anne Urlwin - NID
- Andrew Wong - NID