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Stock Research: Summerset

Independent stock analysis through peer comparison: Get the 360° View as an objective basis for stock decision-making and explore the detailed ranks.

Summerset

NZC:SUM NZSUME0001S0
80
  • Value
    81
  • Growth
    85
  • Safety
    Safety
    16
  • Combined
    60
  • Sentiment
    89
  • 360° View
    360° View
    80
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Company Description

Summerset Group Holdings Limited develops, owns, and operates integrated retirement villages and care centers in New Zealand, providing a range of living options and care services with facilities like swimming pools and cafes. In the last fiscal year, the company had a market cap of $1684 million, profits of $162 million, revenue of $179 million, and 3056 employees.

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ANALYSIS: With an Obermatt 360° View of 80 (better than 80% compared with alternatives) for 2026, overall professional sentiment and financial characteristics for the stock Summerset are very positive. The 360° View is based on consolidating four consolidated indicators, with all but one indicator above average for Summerset. The consolidated Value Rank has an attractive rank of 81, which means that the share price of Summerset is on the lower side compared with the typical size in indicators such as revenues, profits, and invested capital. This means the stock price is lower than for 81% of alternative stocks in the same industry. The consolidated Growth Rank has a good rank of 85, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth, as well as stock returns. In addition, professional market sentiment is above average compared with other stock investment alternatives with a Sentiment Rank of 89. But the company’s financing is risky with a Safety rank of 16. This means 84% of comparable companies have a safer financing structure than Summerset. ...read more

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Strongest Rank Refinancing
Weakest Rank Pro Holdings
Country New Zealand
Industry Health Care Facilities
Size Medium
Website summerset.co.nz
Index
NZSX 50
Summerset stock price by TradingView. Not sourced by Obermatt.
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The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 26-Mar-2026.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Value
Identifies how good a value the stock is.
Good Value Expensive
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Growth
Shows a company's growth potential.
High Growth Tough Times
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
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Detailed and Historical Ranks

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

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Metrics Current 2025 2024 2023
Value
81 61 57 45
Growth
85 83 73 97
Safety
Safety
16 20 20 20
Sentiment
89 51 56 16
360° View
360° View
80 25 25 57
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Metrics Current 2025 2024 2023
Analyst Opinions
65 66 57 59
Opinions Change
50 36 50 13
Pro Holdings
n/a 83 85 12
Market Pulse
85 20 25 52
Sentiment
89 51 56 16
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Metrics Current 2025 2024 2023
Value
81 61 57 45
Growth
85 83 73 97
Safety Safety
16 20 20 20
Combined
60 22 22 22
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
14 9 15 13
Price vs. Earnings (P/E)
76 95 87 61
Price vs. Book (P/B)
78 81 73 57
Dividend Yield
79 45 62 58
Value
81 61 57 45
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Metrics Current 2025 2024 2023
Revenue Growth
96 98 84 73
Profit Growth
91 43 60 75
Capital Growth
57 35 29 73
Stock Returns
20 79 57 73
Growth
85 83 73 97
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Metrics Current 2025 2024 2023
Leverage
41 29 28 28
Refinancing
9 24 24 24
Liquidity
27 8 12 8
Safety Safety
16 20 20 20

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Frequently Asked
Questions

This is a high-quality, high-growth stock with positive sentiment. However, the financing is on the riskier side. It is best for a growth-focused investor willing to accept higher financial risk for potentially higher shareholder returns.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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