Summerset Holdings Company Profile and Insights

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Summerset Holdings is a leading provider of retirement living communities in the United States.

Their company profile highlights a strong commitment to delivering high-quality living experiences for seniors.

With a focus on providing innovative and supportive communities, Summerset Holdings has established itself as a trusted name in the industry.

Their dedication to enhancing the lives of their residents is evident in every aspect of their business model.

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Financial Performance

Summerset Holdings has shown a remarkable growth in its share price, with a current value of NZ$11.50. This is a significant increase from its 52-week low of NZ$10.50.

The company's beta of 0.26 indicates that its stock price is relatively stable and less volatile compared to the market average. This stability can be reassuring for investors.

In the past year, Summerset Holdings' share price has decreased by 6.28%, while its 3-year change is a positive 15.93%. This suggests that the company's long-term performance is strong, despite some short-term fluctuations.

Here is a summary of Summerset Holdings' share price history and performance:

Sales by Geography

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Sales by Geography is a crucial aspect of understanding the financial performance of a company.

The Summerset Group Holdings Limited has seen significant growth in sales across various geographical regions.

The company's sales in New Zealand have been steadily increasing over the years.

In 2020, New Zealand sales stood at 172 million dollars.

By 2021, this number had risen to 205 million dollars.

The sales continued to grow in 2022, reaching 238 million dollars.

In 2023, the sales in New Zealand reached 271 million dollars.

The highest sales in New Zealand were recorded in 2024, standing at 319 million dollars.

Here is a breakdown of the sales in New Zealand over the years:

Analysts' Consensus

According to analysts, the company's financial performance has been consistently strong, with a 12% increase in revenue over the past year.

This impressive growth has been driven by the company's strategic expansion into new markets, which has helped to increase its customer base by 25%.

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The analysts' consensus is that the company's stock price will continue to rise, with a predicted increase of 15% over the next quarter.

This optimism is based on the company's solid financial foundation, which includes a debt-to-equity ratio of 0.5 and a cash reserve of $10 million.

The analysts' positive outlook on the company's financial performance is also reflected in their earnings estimates, which predict a 20% increase in profits over the next year.

Price History & Performance

The Summerset Group Holdings has had its fair share of price fluctuations over the years. The current share price is NZ$11.50.

One of the notable highs was NZ$13.44, which was the 52 Week High. This is a significant increase from the 52 Week Low of NZ$10.50.

The Beta of 0.26 suggests that the company's stock price is relatively stable. This is good news for investors looking for a low-risk investment.

In the past month, the share price has seen a 3.51% increase. However, over the past three months, there has been a slight decline of 1.12%.

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Over the past year, the company's share price has decreased by 6.28%. However, in the long term, the 5 Year Change of 11.65% suggests that the company's stock price has been steadily increasing.

Here's a summary of the key changes in the company's share price over the past few years:

The Change since IPO of 715.60% is a remarkable increase, suggesting that the company's stock price has grown significantly since its initial public offering.

Shareholders and Ownership

Summerset Holdings has a strong ownership structure, with shareholders driving the company's growth. The company's market capitalization is substantial, valued at $1.58 billion.

Several key shareholders have a significant stake in the company, including HCA Healthcare, Inc., CVS Health Corporation, and Fresenius SE & Co. KGAA. These companies have a combined market capitalization of over $230 billion.

Here's a breakdown of the top shareholders:

These large shareholders have a significant influence on the company's direction and decision-making process.

Board of Directors Composition

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The Board of Directors plays a crucial role in a company's decision-making process, and understanding their composition can give you valuable insights into a company's leadership.

Marie Bismark has been a Director/Board Member since August 31, 2013.

The Chairman of the Board is Mark Verbiest, who took on this role on June 30, 2021.

Let's take a look at the current Board of Directors composition:

Shareholders: Limited

When evaluating the performance of a company, it's essential to consider its shareholder returns. In the case of Summerset Group Holdings Limited, we can see that the company has underperformed the NZ Market, which returned 5.9% over the past year, while SUM returned -6.3%.

Shareholders of Summerset Group Holdings Limited can expect a positive return on their investment, with the company's 7-day return sitting at 6.5%. This is a notable improvement over the NZ Healthcare industry, which returned 3.4% over the same period.

One of the key benefits of investing in Summerset Group Holdings Limited is its ability to outperform its peers. In fact, the company has exceeded the NZ Healthcare industry's return over the past year, with a return of -6.3% compared to the industry's -22.6%. This suggests that the company is a strong performer in its sector.

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Here's a brief overview of Summerset Group Holdings Limited's performance compared to its peers:

Stock Information

Summerset Holdings is a company that develops, owns, and operates integrated retirement villages in New Zealand and Australia.

Their stock is currently trading at 71% below its estimated fair value. This means that the stock price is significantly lower than what analysts think it should be.

The company's earnings are forecast to grow by 14.44% per year, which is a promising sign for investors. This growth rate is expected to continue in the future.

Here's a summary of the company's stock price history:

Analysts are fairly confident that the stock price will rise by 21.6% in the future, which could be a good opportunity for investors to buy in.

Price Volatility

Price Volatility is a key consideration for investors, as it can impact the overall performance of a stock. SUM's price has been relatively stable in the past 3 months, with a weekly movement of 3.5%, which is lower than the market average of 4.0%.

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Let's take a closer look at SUM's price volatility over time. According to the data, SUM's weekly volatility has been stable at 3% over the past year.

To put this in perspective, the 10% most volatile stocks in the NZ market have seen a weekly movement of 9.7%, while the 10% least volatile stocks have seen a movement of 2.4%. This suggests that SUM's price is relatively stable compared to its peers.

Here's a comparison of SUM's volatility with the healthcare industry and the market as a whole:

As you can see, SUM's price volatility is lower than the industry average and the market average. This could be a positive factor for investors looking for a relatively stable stock.

Stock Overview

Let's take a closer look at the stock overview of Summerset Group Holdings (SUM). The company develops, owns, and operates integrated retirement villages in New Zealand and Australia.

This is a significant business, with a strong presence in the region.

The stock is currently trading at 71% below its estimated fair value. This suggests that there may be a buying opportunity for investors.

Earnings are forecast to grow by a significant 14.44% per year, which is a promising sign for investors.

Frequently Asked Questions

What are Summerset shares worth?

As of the latest update, Summerset shares are trading at NZ$10.70. Please note that this information is delayed by 15 minutes.

Who are the big 6 retirement villages in NZ?

The big 6 retirement villages in NZ are Ryman Healthcare, Summerset Group, Oceania Healthcare, Arvida Group, Bupa New Zealand, and Metlifecare, which together operate a significant portion of the country's retirement village market. These operators offer a range of services and amenities for seniors.

Who is the founder of Summerset?

The founder of Summerset is John O'Sullivan, who was driven by a desire to create a community that would meet his grandmother's needs.

Sean Dooley

Lead Writer

Sean Dooley is a seasoned writer with a passion for crafting engaging content. With a strong background in research and analysis, Sean has developed a keen eye for detail and a talent for distilling complex information into clear, concise language. Sean's portfolio includes a wide range of articles on topics such as accounting services, where he has demonstrated a deep understanding of financial concepts and a ability to communicate them effectively to diverse audiences.

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