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Equity
Summerset Group Holdings Limited(SMGRF)
USD --+0.00%
Reward57Moderate
Risk35Moderate
📊75%Data
Revenue growing 14% YoY
SMGRF
+0.0 · +0.00%
USD · PINK
Summerset Group Holdings Limited | Healthcare
Quality Compounder
Market Cap:1.68Bn
ℹ️
Reward Rating
57
Moderate
Top 50% (model universe)
75% data coverage
ℹ️
Risk Rating
35
Moderate
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on SMGRF to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

What is Summerset Group Holdings Limited?

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

SMGRF · Verdict

Solid reward · moderate risk

SMGRF stands out on cash flow and volatility, but watch the balance sheet signal.

Based on 88% data coverage

SMGRF · Verdict

What’s working & what to watch

Strengths 3

  • Cash flow95/100

    112% free-cash-flow margin

  • Volatility95/100

    Top decile vs peers

  • Profitability80/100

    107% net margin · 12% ROE

Watchouts 1

  • Balance sheet21/100

    Current ratio 0.29

Model-based scoring. For information only — not financial advice.

What is Summerset Group Holdings Limited?

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 is listed on the PINK in USA, operating in the Healthcare sector, with a market capitalisation of 1.68B, and a P/E ratio of 7.6x.

Financial Highlights

Investment Breakdown

📈 Growth
Revenue and earnings growing steadily, indicating improving operating performance.
💰 Profitability
Strong margins and consistent earnings support financial stability.
⚠️ Risk
Below-average volatility supports a steadier risk profile.
💸 Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: Moderate (57)

The scoring profile indicates moderate reward potential, with profitability and growth as the leading contributors. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

Company Information
SectorHealthcare
Market Cap1.68B
P/E Ratio7.5761
Dividend YieldN/A
52 Week High9.45
52 Week Low5.2627
Last AnnualDecember
IPO DateN/A
IncorporatedUSA
Shares Outstanding241M
No. of Employees3,100
IndustryMedical Care Facilities
ExchangePINK
Beta0.253
CurrencyUSD · Reports in NZD
Websitewww.summerset.co.nz
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