Intrinsic Value

Is SUM undervalued or overvalued?

See the intrinsic value estimate for Summerset Group Holdings Ltd and find out whether today’s valuation is cheap or expensive by its own historical standards.

Do our valuations actually work? See backtest results .

SUM Intrinsic Value
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Today vs. history

SUM looks undervalued.
But is it cheap by its own standards?

See how today’s valuation compares with SUM’s past valuations and how the stock performed after similar periods.

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Intrinsic Value Locked
Margin of Safety 20% Locked
Current Price NZ$6.85
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Fundamental Analysis

What Summerset Group Does

Health Care

Summerset Group Holdings Ltd develops and runs retirement villages and aged-care facilities in New Zealand and Australia. It sells retirement living options for older people, including independent living units, serviced apartments, rest homes, and memory care. Residents pay through a mix of upfront unit payments, ongoing fees, and care charges, depending on the accommodation and services they use.

Headquarters
New Zealand NZ
Employees
3 232
IPO date
Oct 25, 2011
Read the full company overview
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Financials
Efficiency

Earnings Waterfall
Summerset Group Holdings Ltd

Wall St Price Targets

Capital Returns

Buyback Yield
LOCKED
Debt Paydown Yield
LOCKED

Competitive Landscape

What is the Intrinsic Value of one SUM stock?

The intrinsic value for Summerset Group Holdings Ltd (SUM) under the Base Case is hidden NZD.

Is SUM stock undervalued or overvalued?

Compared with the current market price of 6.85 NZD, the stock appears hidden.

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