Summerset Group Holdings Ltd SUM
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
Trading Information
- Previous Close Price
- NZD 11.10
- Day Range
- NZD 11.10–11.20
- 52-Week Range
- NZD 8.08–11.56
- Bid/Ask
- NZD 11.10 / NZD 11.19
- Market Cap
- NZD 2.63 Bil
- Volume/Avg
- 343,665 / 313,408
Key Statistics
- Price/Earnings (Normalized)
- 13.29
- Price/Sales
- 9.57
- Dividend Yield (Trailing)
- 2.21%
- Dividend Yield (Forward)
- 2.38%
- Total Yield
- 2.21%
Company Profile
Summerset Group Holdings Ltd operates retirement villages in New Zealand. The company receives a majority of its revenue from the New Zealand Ministry of Health, which subsidizes fees for eligible aged-care residents. Its revenue is primarily derived from care fees and village services income. Summerset provides a range of care for its residents, including in-home care and 24-hour medical care centers. In addition to its independent-living villas and apartments, Summerset offers supported-living residences, which include assistance with daily activities like shopping and housekeeping.
- Sector
- Healthcare
- Industry
- Medical Care Facilities
- Stock Style Box
- Mid Core
- Total Number of Employees
- 1,400
- Website
- https://www.summerset.co.nz
Comparables
Valuation
|
Metric
|
SUM
|
RYM
|
ARV
|
|---|---|---|---|
Price/Earnings (Normalized) | 13.29 | 6.60 | 12.84 |
Price/Book Value | 1.00 | 0.59 | 0.53 |
Price/Sales | 9.57 | 4.07 | 3.45 |
Price/Cash Flow | 7.00 | 3.31 | 6.44 |
Price/Earnings
SUM
RYM
ARV
Financial Strength
|
Metric
|
SUM
|
RYM
|
ARV
|
|---|---|---|---|
Quick Ratio | 0.10 | 2.22 | 0.12 |
Current Ratio | 0.30 | 2.51 | 0.17 |
Interest Coverage | 13.51 | 0.12 | 4.71 |
Quick Ratio
SUM
RYM
ARV
Profitability
|
Metric
|
SUM
|
RYM
|
ARV
|
|---|---|---|---|
Return on Assets (Normalized) | 2.99% | 2.41% | 2.24% |
Return on Equity (Normalized) | 8.03% | 6.89% | 5.98% |
Return on Invested Capital (Normalized) | 3.49% | 3.20% | 2.81% |
Return on Assets
SUM
RYM
ARV
Medical Care Facilities Industry Comparables
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|
Name
|
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|
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|
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|
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|
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THC
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