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Summerset Group Holdings Valuation Multiples
Discover revenue and EBITDA valuation multiples for Summerset Group Holdings and similar public comparables like Ambea, Ryman Healthcare, InnovAge, Regis Healthcare and more.
Summerset Group Holdings Overview
About Summerset Group Holdings
Summerset Group Holdings Ltd develops, owns, and operates integrated retirement villages. 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.
Founded
1997
HQ
Employees
3.1K
Website
Sectors
Financials (LTM)
EV
$2B
Summerset Group Holdings Financials
Summerset Group Holdings reported last 12-month revenue of $290M and EBITDA of $161M.
In the same LTM period, Summerset Group Holdings generated $161M in EBITDA and $144M in net income.
Revenue (LTM)
Summerset Group Holdings P&L
In the most recent fiscal year, Summerset Group Holdings reported revenue of $279M and EBITDA of $176M.
Summerset Group Holdings expects next 12-month revenue of XXX and NTM EBITDA of XXX
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue | $290M | XXX | $279M | XXX | XXX | XXX |
| Gross Profit | — | XXX | $191M | XXX | XXX | XXX |
| Gross Margin | — | XXX | 69% | XXX | XXX | XXX |
| EBITDA | $161M | XXX | $176M | XXX | XXX | XXX |
| EBITDA Margin | 56% | XXX | 63% | XXX | XXX | XXX |
| EBIT Margin | 57% | XXX | 57% | XXX | XXX | XXX |
| Net Profit | $144M | XXX | $153M | XXX | XXX | XXX |
| Net Margin | 50% | XXX | 55% | XXX | XXX | XXX |
| Net Debt | — | — | $1B | XXX | XXX | XXX |
Financial data powered by Morningstar, Inc.
Summerset Group Holdings Stock Performance
Summerset Group Holdings has current market cap of $1B, and enterprise value of $2B.
Market Cap Evolution
Summerset Group Holdings' stock price is $4.86.
| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $2B | $1B | -4.5% | XXX | XXX | XXX | $0.63 |
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Start Free TrialSummerset Group Holdings Valuation Multiples
Summerset Group Holdings trades at 8.1x EV/Revenue multiple, and 14.5x EV/EBITDA.
EV / Revenue (LTM)
Summerset Group Holdings Financial Valuation Multiples
As of April 18, 2026, Summerset Group Holdings has market cap of $1B and EV of $2B.
Equity research analysts estimate Summerset Group Holdings' 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
Summerset Group Holdings has a P/E ratio of 8.2x.
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $1B | XXX | $1B | XXX | XXX | XXX |
| EV (current) | $2B | XXX | $2B | XXX | XXX | XXX |
| EV/Revenue | 8.1x | XXX | 8.4x | XXX | XXX | XXX |
| EV/EBITDA | 14.5x | XXX | 13.3x | XXX | XXX | XXX |
| EV/EBIT | 14.1x | XXX | 14.6x | XXX | XXX | XXX |
| EV/Gross Profit | — | XXX | 12.2x | XXX | XXX | XXX |
| P/E | 8.2x | XXX | 7.7x | XXX | XXX | XXX |
| EV/FCF | (46.6x) | XXX | 12.1x | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Verified Summerset Group Holdings Valuation Multiples
Access all public comps and forward-looking valuation multiples like EV/Revenue in 2027, based on consensus analyst estimates. Powered by FactSet and Morningstar.
Summerset Group Holdings Margins & Growth Rates
Summerset Group Holdings' revenue in the last 12 month grew by 13%.
Summerset Group Holdings' revenue per employee in the last FY averaged $0.1M, while opex per employee averaged $0.1M for the same period.
Summerset Group Holdings' rule of 40 is 107% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
Summerset Group Holdings' rule of X is 180% (created by Bessemer, rule of X is another metric to measure SaaS companies, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
Summerset Group Holdings Operational Valuation Multiples
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 13% | XXX | 13% | XXX | XXX | XXX |
| EBITDA Margin | 56% | XXX | 63% | XXX | XXX | XXX |
| EBITDA Growth | 17% | XXX | 4% | XXX | XXX | XXX |
| Rule of 40 | — | XXX | 107% | XXX | XXX | XXX |
| Bessemer Rule of X | — | XXX | 180% | XXX | XXX | XXX |
| Revenue per Employee | — | XXX | $0.1M | XXX | XXX | XXX |
| Opex per Employee | — | XXX | $0.1M | XXX | XXX | XXX |
| G&A Expenses to Revenue | — | XXX | 43% | XXX | XXX | XXX |
| Opex to Revenue | — | XXX | 67% | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Summerset Group Holdings Public Comps
See public comps and valuation multiples for other Long-Term Care comps.
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| LTM | 2026E | 2027E | LTM | 2026E | 2027E | |
| Summerset Group Holdings | XXX | XXX | XXX | XXX | XXX | XXX |
| Ambea | XXX | XXX | XXX | XXX | XXX | XXX |
| Ryman Healthcare | XXX | XXX | XXX | XXX | XXX | XXX |
| InnovAge | XXX | XXX | XXX | XXX | XXX | XXX |
| Regis Healthcare | XXX | XXX | XXX | XXX | XXX | XXX |
| Healthcare Services Group | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc.
Summerset Group Holdings M&A Activity
Summerset Group Holdings acquired XXX companies to date.
Last acquisition by Summerset Group Holdings was on XXXXXXXX, XXXXX. Summerset Group Holdings acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Acquisitions by Summerset Group Holdings
| Acquired Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialSummerset Group Holdings Investment Activity
Summerset Group Holdings invested in XXX companies to date.
Summerset Group Holdings made its latest investment on XXXXXXXX, XXXXX. Summerset Group Holdings invested in XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Investments by Summerset Group Holdings
| Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialAbout Summerset Group Holdings
| When was Summerset Group Holdings founded? | Summerset Group Holdings was founded in 1997. |
| Where is Summerset Group Holdings headquartered? | Summerset Group Holdings is headquartered in New Zealand. |
| How many employees does Summerset Group Holdings have? | As of today, Summerset Group Holdings has over 3K employees. |
| Is Summerset Group Holdings publicly listed? | Yes, Summerset Group Holdings is a public company listed on New Zealand Exchange. |
| What is the stock symbol of Summerset Group Holdings? | Summerset Group Holdings trades under SUM ticker. |
| When did Summerset Group Holdings go public? | Summerset Group Holdings went public in 2011. |
| Who are competitors of Summerset Group Holdings? | Summerset Group Holdings main competitors are Ambea, Ryman Healthcare, InnovAge, Regis Healthcare. |
| What is the current market cap of Summerset Group Holdings? | Summerset Group Holdings' current market cap is $1B. |
| What is the current revenue of Summerset Group Holdings? | Summerset Group Holdings' last 12 months revenue is $290M. |
| What is the current revenue growth of Summerset Group Holdings? | Summerset Group Holdings revenue growth (NTM/LTM) is 13%. |
| What is the current EV/Revenue multiple of Summerset Group Holdings? | Current revenue multiple of Summerset Group Holdings is 8.1x. |
| Is Summerset Group Holdings profitable? | Yes, Summerset Group Holdings is EBITDA-positive (as of the last 12 months). |
| What is the current EBITDA of Summerset Group Holdings? | Summerset Group Holdings' last 12 months EBITDA is $161M. |
| What is Summerset Group Holdings' EBITDA margin? | Summerset Group Holdings' last 12 months EBITDA margin is 56%. |
| What is the current EV/EBITDA multiple of Summerset Group Holdings? | Current EBITDA multiple of Summerset Group Holdings is 14.5x. |
| What is the current FCF of Summerset Group Holdings? | Summerset Group Holdings' last 12 months FCF is ($50M). |
| What is Summerset Group Holdings' FCF margin? | Summerset Group Holdings' last 12 months FCF margin is (17%). |
| What is the current EV/FCF multiple of Summerset Group Holdings? | Current FCF multiple of Summerset Group Holdings is (46.6x). |
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