A Look At Summerset Group Holdings (NZSE:SUM) Valuation After Record FY25 Retirement Village Sales

Simply Wall St.

Jan 24

Summerset Group Holdings (NZSE:SUM) has just reported record FY25 retirement village sales, with higher new sales and resales of occupation rights, putting its New Zealand and Australian operations ...

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However, the...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"SUM.NZ":"Summerset Group Holdings Limited Ordinary Shares","SUM":"Summit Materials Inc"},"translate_title":"2025财年退休村销售额创历史新高后萨默塞特集团控股公司(NZSE：SUM)估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SUM":1.5,"SUM.NZ":1.5},"content_text":"Summerset Group Holdings (NZSE:SUM) has just reported record FY25 retirement village sales, with higher new sales and resales of occupation rights, putting its New Zealand and Australian operations and 2026 sales pipeline in sharper focus for investors. See our latest analysis for Summerset Group Holdings. The record FY25 sales come after a patchy year for the share price, with a 7 day share price return of a 3.79% decline and a year to date share price return of a 3.63% decline. However, the 3 year total shareholder return of 28.49% points to longer term holders still being ahead, suggesting recent momentum has softened even as operational news has been strong. If this sales update has you thinking more broadly about opportunities in healthcare, it could be a good time to scan healthcare stocks as a starting list of ideas. With FY25 sales hitting records while the share price is down year to date, some investors may wonder if Summerset is quietly trading at a discount, or if the current price already reflects its future growth potential. AdvertisementPrice-to-Earnings of 7.9x: Is it justified? On a P/E of 7.9x at a last close of NZ$11.93, Summerset Group Holdings screens as undervalued compared with both its peers and an estimated fair P/E level. The P/E ratio compares the current share price with earnings per share, so it gives you a quick sense of how much investors are paying for each dollar of earnings in a retirement village operator like Summerset. According to the data, Summerset is described as good value on several fronts, with a P/E of 7.9x compared with a peer average of 16.3x and a global healthcare average P/E of 19.8x. It is also flagged as good value relative to an estimated fair P/E of 12.4x, which is presented as a level the market could move toward if pricing and earnings line up over time. That combination of a lower P/E than peers and an estimated fair ratio that is materially higher suggests the market is currently placing a lower value on Summerset's earnings than it does for comparable healthcare names, even though revenue is forecast to grow 12.6% per year while earnings are forecast to decline 9.6% per year on average over the next 3 years. Explore the SWS fair ratio for Summerset Group Holdings Result: Price-to-Earnings of 7.9x (UNDERVALUED) However, you still need to weigh the forecast 9.6% annual earnings decline and the 4.77% 1 year total return loss as potential brakes on any rerating story. Find out about the key risks to this Summerset Group Holdings narrative. Another View: Our DCF Model Points To Deeper Upside While the 7.9x P/E suggests Summerset screens as cheap against peers and a fair ratio of 12.4x, our DCF model is even more aggressive, with an estimated future cash flow value of NZ$41.12 per share versus the current NZ$11.93. That gap signals a large potential mispricing, but also greater room for expectations to be disappointed if cash flows fall short. Look into how the SWS DCF model arrives at its fair value. SUM Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Summerset Group Holdings for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 864 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Summerset Group Holdings Narrative If you see the numbers differently or prefer to rely on your own work, you can build a fresh view in just a few minutes with Do it your way. A great starting point for your Summerset Group Holdings research is our analysis highlighting 4 key rewards and 3 important warning signs that could impact your investment decision. Ready for more investment ideas? If you stop with just one company, you could miss areas of the market that better suit your goals, risk profile, and preferred way of building a portfolio.  Spot potential value candidates early by scanning these 864 undervalued stocks based on cash flows that line up with your expectations on price and cash flow. Tap into fast growing themes by reviewing these 24 AI penny stocks that connect artificial intelligence with real business models. Strengthen your income watchlist by checking out these 13 dividend stocks with yields > 3% that may help support a more consistent return profile.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}