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Summerset Group Holdings Valuation Multiples

Discover revenue and EBITDA valuation multiples for Summerset Group Holdings and similar public comparables like Ship Healthcare Holdings, Omada Health, Ambea, InnovAge 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

New Zealand

Employees

3.1K

Financials (LTM)

Revenue: $294M
EBITDA: $160M

EV

$2B

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Summerset Group Holdings Financials

Summerset Group Holdings reported last 12-month revenue of $294M and EBITDA of $160M.

In the same LTM period, Summerset Group Holdings generated $160M 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 $179M.

Summerset Group Holdings is profitable as of last fiscal year, with gross margin of 70%, EBITDA margin of 64%, and net margin of 56%.

See analyst estimates for Summerset Group Holdings
LTMLast FY202320242025202620272028
Revenue$294M$279M$162M$191M$216M
Gross Profit-$194M$146M$172M$194M
Gross Margin-70%90%90%90%
EBITDA$160M$179M$278M$240M$179M
EBITDA Margin55%64%172%126%83%
EBIT Margin57%57%2%5%2%
Net Profit$144M$155M$261M$203M$155M
Net Margin49%56%161%107%72%
Net Debt-$1B---

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 $4.80.

Summerset Group Holdings share price decreased by 27.2% in the last year.

Summerset Group Holdings has an EPS (earnings per share) of $0.64.

See more trading valuation data for Summerset Group Holdings
EVMarket CapPrice 1DPrice 1MPrice 3MPrice 12MEPS
$2B$1B-0.0%-0.0%-8.6%-27.2%$0.64

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Summerset Group Holdings Valuation Multiples

Summerset Group Holdings trades at 8.0x EV/Revenue multiple, and 14.6x EV/EBITDA.

See NTM and 2027E valuation multiples for Summerset Group Holdings

EV / Revenue (LTM)


Summerset Group Holdings Financial Valuation Multiples

As of June 2, 2026, Summerset Group Holdings has market cap of $1B and EV of $2B.

Summerset Group Holdings has a P/E ratio of 8.1x.

LTMLast FY202320242025202620272028
EV/Revenue8.0x8.4x14.5x12.3x10.8x
EV/EBITDA14.6x13.1x8.4x9.8x13.1x
EV/EBIT14.0x14.6xn/mn/mn/m
EV/Gross Profit-12.0x16.0x13.6x12.0x
P/E8.1x7.5x4.5x5.7x7.5x
EV/FCF(104.6x)11.9x11.5x10.9x11.9x

Multiples above and below 250x are considered non-meaningful (n/m). 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.

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Summerset Group Holdings Margins & Growth Rates

Summerset Group Holdings grew revenue by 13% but EBITDA decreased by 4% in the last fiscal year.

In the most recent fiscal year, Summerset Group Holdings reported gross margin of 70%, EBITDA margin of 64%, and net margin of 56%.

See estimated margins and future growth rates for Summerset Group Holdings

Summerset Group Holdings Margins

Last FY202420252026202720282029
Gross Margin70%90%90%-
EBITDA Margin64%126%83%55%
EBIT Margin57%5%2%56%
Net Margin56%107%72%47%
FCF Margin70%112%91%12%

Summerset Group Holdings Growth Rates

FY+1/FY23/2424/2525/2626/2727/2828/29
Revenue Growth13%18%13%46%
Gross Profit Growth-18%13%-
EBITDA Growth(4%)(14%)(25%)(4%)
EBIT Growth10%129%(61%)4860%
Net Profit Growth(4%)(22%)(24%)(4%)
FCF Growth(81%)5%(9%)(81%)

Data powered by FactSet, Inc. and Morningstar, Inc.

Summerset Group Holdings Operational KPIs

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 100% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).

Summerset Group Holdings' Rule of X is 169% (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).

Access forward-looking KPIs for Summerset Group Holdings
LTMLast FY202320242025202620272028
Rule of 4067%100%---
Bessemer Rule of X86%169%---
Revenue per Employee-$0.1M---
Opex per Employee-$0.1M---
G&A Expenses to Revenue-44%57%57%57%
Opex to Revenue-68%88%86%88%

Data powered by FactSet, Inc. and Morningstar, Inc.

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Summerset Group Holdings Competitors

Summerset Group Holdings competitors include Ship Healthcare Holdings, Omada Health, Ambea, InnovAge, Healthcare Services Group, Ryman Healthcare, Regis Healthcare, Aveanna Healthcare, Sonida Senior Living and Sienna Senior Living.

Most Summerset Group Holdings public comparables operate across Long-Term Care.

EV/RevenueEV/EBITDA
Last FYLTM2027ELast FYLTM2027E
Ship Healthcare Holdings0.2x0.2x4.1x4.2x
Omada Health3.5x3.1x138.8x80.5x
Ambea1.5x1.5x8.4x8.2x
InnovAge1.1x1.0x27.5x11.2x
Healthcare Services Group0.7x0.6x11.3x10.6x
Ryman Healthcare3.2x2.8x(84.5x)44.4x
Regis Healthcare3.5x3.0x16.8x30.4x
Aveanna Healthcare1.1x1.1x8.3x8.5x

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About 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 include Ship Healthcare Holdings, Omada Health, Ambea, InnovAge, Healthcare Services Group, Ryman Healthcare, Regis Healthcare, Aveanna Healthcare, Sonida Senior Living, Sienna Senior Living.
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 $294M.
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 8.0x.
What is the current EBITDA of Summerset Group Holdings?Summerset Group Holdings' last 12 months EBITDA is $160M.
What is Summerset Group Holdings' EBITDA margin?Summerset Group Holdings' last 12 months EBITDA margin is 55%.
What is the current EV/EBITDA multiple of Summerset Group Holdings?Current EBITDA multiple of Summerset Group Holdings is 14.6x.
What is the current FCF of Summerset Group Holdings?Summerset Group Holdings' last 12 months FCF is ($22M).
What is Summerset Group Holdings' FCF margin?Summerset Group Holdings' last 12 months FCF margin is (8%).
What is the current EV/FCF multiple of Summerset Group Holdings?Current FCF multiple of Summerset Group Holdings is (104.6x).
How many companies Summerset Group Holdings has acquired to date?Summerset Group Holdings hasn't acquired any companies yet (or none have been disclosed publicly).
In how many companies Summerset Group Holdings has invested to date?Summerset Group Holdings hasn't invested in any companies yet (or none have been disclosed publicly).

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