Ratings Summerset Group Holdings Limited

Equities

SUM

NZSUME0001S0

End-of-day quote New Zealand S.E. Other stock markets 06:00:00 2024-06-09 pm EDT			5-day change	1st Jan Change
9.54 ^NZD	-2.65%		+0.42%	-6.93%

May. 14	Jarden Downgrades Summerset Group to Neutral from Overweight, Price Target is NZ$11.13	MT
Apr. 24	Transcript : Summerset Group Holdings Limited - Shareholder/Analyst Call

Summary

The company has strong fundamentals. More than 70% of companies have a lower mix of growth, profitability, debt and visibility.

Strengths

Growth progress expectations are rather promising. Indeed, sales are expected to rise sharply in the coming years.
Before interest, taxes, depreciation and amortization, the company's margins are particularly high.
The group's activity appears highly profitable thanks to its outperforming net margins.
The company's attractive earnings multiples are brought to light by a P/E ratio at 10.45 for the current year.
The company appears to be poorly valued given its net asset value.
Over the last twelve months, the sales forecast has been frequently revised upwards.
Analysts covering this company mostly recommend stock overweighting or purchase.
The average target price set by analysts covering the stock is above current prices and offers a tremendous appreciation potential.
Predictions on business development from analysts polled by Standard & Poor's are tight. This results from either a good visibility into core activities or accurate earnings releases.
Historically, the company has been releasing figures that are above expectations.

Weaknesses

The company's currently anticipated earnings per share (EPS) growth for the next few years is a notable weakness.
The company is in a hindered financial situation with significant debt and rather low EBITDA levels.
Based on current prices, the company has particularly high valuation levels.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Healthcare Facilities & Services

	1st Jan change	Capi.	ESG Refinitiv
SUMMERSET GROUP HOLDINGS LIMITED	-6.93%	1.37B	B-
HCA HEALTHCARE, INC.	+26.08%	89.38B	C+
CVS HEALTH CORPORATION	-23.66%	75.67B	B-
DR. SULAIMAN AL HABIB MEDICAL SERVICES GROUP COMPANY	+6.69%	28.83B	C+
FRESENIUS SE & CO. KGAA	+5.42%	18.25B	A-
LABCORP HOLDINGS INC.	-13.80%	16.51B	B
QUEST DIAGNOSTICS INCORPORATED	+2.60%	15.72B	A-
NATERA, INC.	+78.26%	13.71B	C-
TENET HEALTHCARE CORPORATION	+82.29%	13.46B	C+
FRESENIUS MEDICAL CARE AG	+4.16%	12.4B	A-

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

Controversy

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes