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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.
1997
3.1K+
LTM Revenue $254M
LTM EBITDA $194M
$2.6B
Benchmark forward-looking revenue and EBITDA valuation multiples across generative AI, climate tech, semiconductors, online marketplaces, vertical SaaS and 220 more verticals.
Summerset Group Holdings has a last 12-month revenue (LTM) of $254M and a last 12-month EBITDA of $194M.
In the most recent fiscal year, Summerset Group Holdings achieved revenue of $190M and an EBITDA of $239M.
Summerset Group Holdings expects next 12-month revenue of XXX and NTM EBITDA of XXX
See Summerset Group Holdings valuation multiples based on analyst estimates| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Revenue | $254M | XXX | $190M | XXX | XXX | XXX |
| Gross Profit | $254M | XXX | $172M | XXX | XXX | XXX |
| Gross Margin | 100% | XXX | 90% | XXX | XXX | XXX |
| EBITDA | $194M | XXX | $239M | XXX | XXX | XXX |
| EBITDA Margin | 76% | XXX | 126% | XXX | XXX | XXX |
| EBIT | $168M | XXX | $9.2M | XXX | XXX | XXX |
| EBIT Margin | 66% | XXX | 5% | XXX | XXX | XXX |
| Net Profit | $129M | XXX | $202M | XXX | XXX | XXX |
| Net Margin | 51% | XXX | 107% | XXX | XXX | XXX |
| Net Debt | XXX | XXX | $1.0B | XXX | XXX | XXX |
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As of May 30, 2025, Summerset Group Holdings's stock price is NZD 11 (or $7).
Summerset Group Holdings has current market cap of NZD 2.7B (or $1.6B), and EV of NZD 4.4B (or $2.6B).
See Summerset Group Holdings trading valuation data| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $2.6B | $1.6B | XXX | XXX | XXX | XXX | $0.55 |
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Start Free TrialAs of May 30, 2025, Summerset Group Holdings has market cap of $1.6B and EV of $2.6B.
Summerset Group Holdings's trades at 13.7x EV/Revenue multiple, and 10.9x EV/EBITDA.
Equity research analysts estimate Summerset Group Holdings's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
Summerset Group Holdings has a P/E ratio of 12.3x.
See valuation multiples for Summerset Group Holdings and 12K+ public comps| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $1.6B | XXX | $1.6B | XXX | XXX | XXX |
| EV (current) | $2.6B | XXX | $2.6B | XXX | XXX | XXX |
| EV/Revenue | 10.3x | XXX | 13.7x | XXX | XXX | XXX |
| EV/EBITDA | 13.4x | XXX | 10.9x | XXX | XXX | XXX |
| EV/EBIT | 15.6x | XXX | 284.6x | XXX | XXX | XXX |
| EV/Gross Profit | 10.3x | XXX | n/a | XXX | XXX | XXX |
| P/E | 12.3x | XXX | 7.8x | XXX | XXX | XXX |
| EV/FCF | -35.3x | XXX | 12.2x | XXX | XXX | XXX |
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Access all public comps and forward-looking valuation multiples like EV/Revenue in 2025, based on equity research analyst estimates.
Start Free TrialSummerset Group Holdings's last 12 month revenue growth is 13%
Summerset Group Holdings's revenue per employee in the last FY averaged $0.1M, while opex per employee averaged $0.1M for the same period.
Summerset Group Holdings's rule of 40 is unknown (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
Summerset Group Holdings's rule of X is 108% (created by Bessemer, rule of X is another metric relevant for SaaS companies only, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
See operational valuation multiples for Summerset Group Holdings and other 12K+ public comps| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 13% | XXX | 27% | XXX | XXX | XXX |
| EBITDA Margin | 76% | XXX | 126% | XXX | XXX | XXX |
| EBITDA Growth | 14% | XXX | n/a | XXX | XXX | XXX |
| Rule of 40 | n/a | XXX | 138% | XXX | XXX | XXX |
| Bessemer Rule of X | XXX | XXX | 108% | XXX | XXX | XXX |
| Revenue per Employee | XXX | XXX | $0.1M | XXX | XXX | XXX |
| Opex per Employee | XXX | XXX | $0.1M | XXX | XXX | XXX |
| S&M Expenses to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
| G&A Expenses to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
| R&D Expenses to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
| Opex to Revenue | XXX | XXX | 86% | XXX | XXX | XXX |
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Benchmark public comps and private revenue and EBITDA valuation multiples across GRC software, cloud infrastructure, DevOps, online marketplaces and so much more!
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| 2025E | 2026E | 2027E | 2025E | 2026E | 2027E | |
| National Healthcare Corp | XXX | XXX | XXX | XXX | XXX | XXX |
| Regis Healthcare | XXX | XXX | XXX | XXX | XXX | XXX |
| Maternus-Kliniken | XXX | XXX | XXX | XXX | XXX | XXX |
| Addus HomeCare | XXX | XXX | XXX | XXX | XXX | XXX |
| Amedisys | 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 acquired XXX companies to date.
Last acquisition by Summerset Group Holdings was XXXXXXXX, XXXXX XXXXX XXXXXX . Summerset Group Holdings acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX ).
See M&A valuation multiples| Acquired Company | EV | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
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Start Free Trial| 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 3.1K+ employees. |
| Is Summerset Group Holdings publicy listed? | Yes, Summerset Group Holdings is a public company listed on NZE. |
| 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? | Similar companies to Summerset Group Holdings include e.g. National Healthcare Corp, Regis Healthcare, Maternus-Kliniken, Addus HomeCare. |
| What is the current market cap of Summerset Group Holdings? | Summerset Group Holdings's current market cap is $1.6B |
| What is the current revenue of Summerset Group Holdings? | Summerset Group Holdings's last 12 months revenue is $254M. |
| 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 10.3x. |
| 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's last 12 months EBITDA is $194M. |
| What is Summerset Group Holdings's EBITDA margin? | Summerset Group Holdings's last 12 months EBITDA margin is 76%. |
| What is the current EV/EBITDA multiple of Summerset Group Holdings? | Current EBITDA multiple of Summerset Group Holdings is 13.4x. |
| What is the current FCF of Summerset Group Holdings? | Summerset Group Holdings's last 12 months FCF is -$73.8M. |
| What is Summerset Group Holdings's FCF margin? | Summerset Group Holdings's last 12 months FCF margin is -29%. |
| What is the current EV/FCF multiple of Summerset Group Holdings? | Current FCF multiple of Summerset Group Holdings is -35.3x. |
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