SUM.NZ Overview

Company Profile

Summerset Group Holdings Limited, together with its subsidiaries, develops, owns, and operates integrated retirement villages in New Zealand and Australia. It offers living options and care services to residents. The company was founded in 1997 and is headquartered in Wellington, New Zealand. Summerset Group Holdings Limited operates as a subsidiary of New Zealand Central Securities Depository Limited.

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Key Metrics & Overview

Detailed metrics & financial data of the company

Company Profile

5 Metrics

Country

Region

Sector

Industry

Medical Care Facilities

Website

https://www.summerset.co.nz

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

7/7 Very High

5Y Volatility

25.3% p.a.

Max Drawdown (5Y)

-56.3%

Sharpe Ratio (5Y)

-0.70

Beta Factor

0.34

Size Class

Small Cap

Notes & Warnings

Single Stock Risk: Investing in an individual stock carries full company and insolvency risk (no fund diversification).

🔴 Low analyst coverage – higher uncertainty in growth estimates & projections

Historical Stress Test: Maximum peak-to-trough drawdown of -59.9% in the extended horizon.