Summerset Group Holdings Ltd (SUM)

Currency in NZD
10.99
+0.34(+3.19%)
Closed·
SUM Scorecard
Full Analysis
Has raised its dividend for 9 consecutive years
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Fair Value
Day's Range
10.8111.04
52 wk Range
10.5013.44
Key Statistics
Bid/Ask
10.94 / 10.99
Prev. Close
10.65
Open
10.81
Day's Range
10.81-11.04
52 wk Range
10.5-13.44
Volume
265.38K
Average Volume (3m)
289.19K
1-Year Change
-0.18%
Fair Value
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Fair Value Upside
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Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
13.98
Upside
+27.24%
Members' Sentiments
Bearish
Bullish
ProTips
Valuation implies a strong free cash flow yield

Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Buy
Technical Indicators
Strong Buy
Moving Averages
Strong Buy

Summerset Group Holdings Ltd Company Profile

Summerset Group Holdings Limited, together with its subsidiaries, develops, owns, and operates integrated retirement villages in New Zealand and Australia. The company provides 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.

Compare SUM to Peers and Sector

Metrics to compare
SUM
Peers
Sector
Relationship
P/E Ratio
7.2x18.0x−0.5x
PEG Ratio
−0.890.060.00
Price/Book
0.8x0.9x2.6x
Price / LTM Sales
7.8x1.4x3.3x
Upside (Analyst Target)
38.8%20.3%38.9%
Fair Value Upside
Unlock19.0%5.4%Unlock

Analyst Ratings

3 Buy
2 Hold
0 Sell
Ratings:
5 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 13.98
(+27.24% Upside)

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 1.54%
Dividend Yield
2.23%
Industry Median 3.16%
Annualised payout
0.25
Paid unevenly
5-Years Growth
+12.33%
Growth Streak

Earnings

Latest Release
Aug 28, 2025
EPS / Forecast
0.53 / --
Revenue / Forecast
172.53M / --
EPS Revisions
Last 90 days

SUM Income Statement

FAQ

What Stock Exchange Does Summerset Group Holdings Ltd Trade On?

Summerset Group Holdings Ltd is listed and trades on the New Zealand Exchange stock exchange.

What Is the Stock Symbol for Summerset Group Holdings Ltd?

The stock symbol for Summerset Group Holdings Ltd is "SUM."

What Is the Summerset Group Holdings Ltd Market Cap?

As of today, Summerset Group Holdings Ltd market cap is 2.65B.

What Is Summerset Group Holdings Ltd's Earnings Per Share (TTM)?

The Summerset Group Holdings Ltd EPS (TTM) is 1.54.

From a Technical Analysis Perspective, Is SUM a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Neutral.

How Many Times Has Summerset Group Holdings Ltd Stock Split?

Summerset Group Holdings Ltd has split 0 times.

How Many Employees Does Summerset Group Holdings Ltd Have?

Summerset Group Holdings Ltd has 3100 employees.

What is the current trading status of Summerset Group Holdings Ltd (SUM)?

As of 30 Aug 2025, Summerset Group Holdings Ltd (SUM) is trading at a price of 10.99, with a previous close of 10.65. The stock has fluctuated within a day range of 10.81 to 11.04, while its 52-week range spans from 10.50 to 13.44.
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