Summerset Group Holdings - Public Comps and Valuation Multiples

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

summerset.co.nz

Sectors

Long-Term Care

Financials

LTM Revenue $297M

LTM EBITDA $155M

EV

$4.4B

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Summerset Group Holdings Financials

As of September 2025, Summerset Group Holdings reported last 12-month revenue of $297M and EBITDA of $155M.

In the same period, Summerset Group Holdings achieved $131M in LTM net income.

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Summerset Group Holdings P&L

In the most recent fiscal year, Summerset Group Holdings reported revenue of $182M and EBITDA of $229M.

Summerset Group Holdings expects next 12-month revenue of XXX and NTM EBITDA of XXX

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	LTM	NTM	Last FY	FY 2025	FY 2026	FY 2027
Revenue	$297M	XXX	$182M	XXX	XXX	XXX
Gross Profit	n/a	XXX	$165M	XXX	XXX	XXX
Gross Margin	n/a	XXX	90%	XXX	XXX	XXX
EBITDA	$155M	XXX	$229M	XXX	XXX	XXX
EBITDA Margin	52%	XXX	126%	XXX	XXX	XXX
EBIT	$169M	XXX	$8.8M	XXX	XXX	XXX
EBIT Margin	57%	XXX	5%	XXX	XXX	XXX
Net Profit	$131M	XXX	$194M	XXX	XXX	XXX
Net Margin	44%	XXX	107%	XXX	XXX	XXX
Net Debt	XXX	XXX	$973M	XXX	XXX	XXX

Financial data powered by Morningstar, Inc.

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Financial performance metrics for Summerset Group Holdings including revenue, profitability, and margin analysis across different time periods. The company reported last twelve months revenue of $297M. EBITDA for the last twelve months was $155M. In the most recent fiscal year, Summerset Group Holdings achieved $182M in revenue and $229M in EBITDA.
Financial Metric	Last Twelve Months (LTM)	Next Twelve Months (NTM)	Most Recent Fiscal Year	Current Fiscal Year (2025)	Next Fiscal Year (2026)	Two Years Forward (2027)
Total Revenue	$297M	Analyst estimates available to subscribers	$182M	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
Gross Profit	n/a	Analyst estimates available to subscribers	$165M	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
Gross Profit Margin	n/a	Analyst estimates available to subscribers	90.4% gross profit margin	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
EBITDA (Earnings Before Interest, Taxes, Depreciation, Amortization)	$155M	Analyst estimates available to subscribers	$229M	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
EBITDA Margin	51.9% EBITDA margin	Analyst estimates available to subscribers	125.8% EBITDA margin	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
EBIT (Earnings Before Interest and Taxes)	$169M	Analyst estimates available to subscribers	$8.8M	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
EBIT Margin	56.9% EBIT margin	Analyst estimates available to subscribers	4.8% EBIT margin	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
Net Income (Net Profit)	$131M	Analyst estimates available to subscribers	$194M	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
Net Profit Margin	44.0% net profit margin	Analyst estimates available to subscribers	106.7% net profit margin	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
Net Debt Position	Detailed debt information available to subscribers	Detailed debt information available to subscribers	$973M	Detailed debt information available to subscribers	Detailed debt information available to subscribers	Detailed debt information available to subscribers

Financial Performance Summary for Summerset Group Holdings

This financial data table provides comprehensive performance metrics for Summerset Group Holdings, a company based in New Zealand. The metrics include revenue, profitability measures, and operational efficiency indicators across multiple time periods.

Recent Performance Highlights

Summerset Group Holdings generated $297M in revenue over the last twelve months.
The company achieved $155M in EBITDA over the last twelve months.
Net income over the last twelve months reached $131M.

Fiscal Year Performance

In the most recent fiscal year, Summerset Group Holdings reported $182M in total revenue.
Fiscal year EBITDA was $229M.
The company maintained a gross profit margin of 90.4% in the most recent fiscal year.
EBITDA margin for the fiscal year was 125.8%.
Net profit margin reached 106.7% in the most recent fiscal year.

This financial data is sourced from Morningstar, Inc. and represents the most recent available information for Summerset Group Holdings. Forward-looking estimates and detailed financial projections are available through our premium subscription service.

Summerset Group Holdings Stock Performance

Summerset Group Holdings has current market cap of NZD 2.8B (or $1.6B), and EV of NZD 7.7B (or $4.4B).

Market Cap Evolution

Summerset Group Holdings Stock Data

As of October 17, 2025, Summerset Group Holdings's stock price is NZD 12 (or $7).

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EV	Market Cap	Price 1D	Price 1M	Price 3M	Price 12M	EPS
$4.4B	$1.6B	XXX	XXX	XXX	XXX	$0.55

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Summerset Group Holdings Valuation Multiples

Summerset Group Holdings's trades at 24.2x EV/Revenue multiple, and 19.3x EV/EBITDA.

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Summerset Group Holdings Financial Valuation Multiples

As of October 17, 2025, Summerset Group Holdings has market cap of $1.6B and EV of $4.4B.

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 12.2x.

	LTM	NTM	Last FY	FY 2025	FY 2026	FY 2027
Market cap (current)	$1.6B	XXX	$1.6B	XXX	XXX	XXX
EV (current)	$4.4B	XXX	$4.4B	XXX	XXX	XXX
EV/Revenue	14.8x	XXX	24.2x	XXX	XXX	XXX
EV/EBITDA	28.6x	XXX	19.3x	XXX	XXX	XXX
EV/EBIT	26.1x	XXX	502.4x	XXX	XXX	XXX
EV/Gross Profit	n/a	XXX	n/a	XXX	XXX	XXX
P/E	12.2x	XXX	8.2x	XXX	XXX	XXX
EV/FCF	-130.2x	XXX	21.5x	XXX	XXX	XXX

Valuation data powered by FactSet, Inc. and Morningstar, Inc.

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Summerset Group Holdings Margins & Growth Rates

Summerset Group Holdings's last 12 month revenue growth is 15%

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 187% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).

Summerset Group Holdings's rule of X is 88% (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).

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Summerset Group Holdings Operational Valuation Multiples

	LTM	NTM	Last FY	FY 2025	FY 2026	FY 2027
Revenue Growth	15%	XXX	38%	XXX	XXX	XXX
EBITDA Margin	52%	XXX	126%	XXX	XXX	XXX
EBITDA Growth	11%	XXX	-25%	XXX	XXX	XXX
Rule of 40	187%	XXX	140%	XXX	XXX	XXX
Bessemer Rule of X	XXX	XXX	88%	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

Valuation data powered by FactSet, Inc. and Morningstar, Inc.

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