Compliance updated on Jun 19, 2026 Screened by AAOIFI-Certified Shariah Advisor & Auditor

Financial data updated nightly

Summerset Group Holdings Ltd

SUM.NZ ✓ COMPLIANT ☆ Track — members

NZX · Healthcare · Healthcare Facilities & Services ·

New Zealand Small Cap Analyst: BUY

Last Close

$4.69

▼ -2.33%

Market Cap $1.14B · Vol 584.55K

Key Metrics

P/E Ratio

7.39

FWD: 6.69

Market Cap

$1.14B

Small Cap

Div Yield

3.07%

Semi-annual dividend

EPS Growth

+7.91%

YoY

RSI (14)

33.33

Momentum

Beta

1.38

vs Market

52W High

$7.54

36.04% below

52W Low

$4.15

13.50% above

Volume

584.55K

Avg 211.05K

P/B

0.90

Price-to-book

ROE

7.44%

Return on equity

Free Float

88.55%

Public shares

Shariah Compliance8 STANDARDS

✓ Yes, Summerset Group Holdings Ltd (SUM.NZ) stock is Shariah compliant

AAOIFI—
Dow Jones Islamic (DJIM)—
FTSE Shariah—
MSCI Islamic—
S&P Shariah—
Al Rajhi—
Alinma—
Albilad—

Unlock the full Shariah report

See the verdict under each standard, the exact screening ratios, purification and zakat per share. AAOIFI-certified methodology trusted by global Islamic funds.

Which standards does SUM.NZ pass?

The full report shows the verdict under each of the 8 major Shariah standards, with the business-activity and financial-ratio screens behind every one.

Do I need to purify my investment?

Members see the purification amount per share, updated every financial period under the AAOIFI methodology.

Can I calculate zakat for my shares?

Members get zakat per share and a built-in calculator for their exact holding.

Historical Returns

-5.34%

-8.60%

+7.70%

-26.54%

YTD

-35.15%

-26.07%

-21.03%

-39.62%

Financials & Valuation

TTM · Annual

Total Revenue	$208.24M
Net Income	$149.49M
Revenue Growth (YoY)	+12.18%
Gross Margin	82.72%
Operating Margin	1.89%
Net Profit Margin	71.79%
ROE	7.44%
ROA · ROIC	2.79% · 5.91%

P/E Ratio	7.39
Forward P/E (FY1)	6.69
PEG Ratio	-0.49
P/S	8.18
P/B	0.90
P/FCF	9.89
EPS Growth	+7.91%
Outstanding Shares	244.37M

Technical Indicators

50-Day SMA	$4.96
200-Day SMA	$5.87
RSI (14)	33.33
Beta	1.38
52-Week High	$7.54
52-Week Low	$4.15

Volume Today	584.55K
Avg Daily Volume (30D)	211.05K
Relative Volume	2.77x
Volatility (10D)	32.86
Volatility (30D)	26.79
Free Float	88.55%

Analyst Consensus

BUY

Current Price $4.69

Mean Target $7.55

52W Low$4.15 52W High$7.54

Current

Target

$4.15 $7.54

Current Analyst target

+60.88% upside potential · 5 analysts

Identifiers

ExchangeNZX

FIGIBBG001T4DBM4

ISINNZSUME0001S0

CountryNew Zealand

Sub-IndustryHealthcare Facilities & Services (NEC)

Earnings DateAug 26, 2026

TypeStocks

Instrument TypeFULLPAID Fully Paid Ordinary

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Company Profile

Summerset Group Holdings Limited is a New Zealand-based company that develops, owns, and operates integrated retirement villages. The Company is engaged in the design, construction, and operation of retirement villages and care centers. It provides a range of living options and care services to over 8,700 residents. It offers a choice of independent living options, including villas, townhouses, and serviced apartments. It offers various facilities in its village, such as recreational bowling green, barbecue facilities, cafe, communal vegetable gardens, courtesy van, exercise room, hair salon, library, organized outings, and activities, piano, pool table, residents' bar, residents' workshop, swimming pool, and spa. It has approximately 43 villages completed or in development in Aotea, Avonhead, Bell Block, Blenheim, Cambridge, Casebrook, Cranbourne North, Dunedin, Ellerslie, and others. Its portfolio covers over 7,970 total units, including 6,671 retirement units and 1,299 care units.