Healthcare / Medical Care FacilitiesUpdated 2026-05-10 22:07 UTC

NZE/SUM stock hub

NZE/SUM has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

1.9B

New Zealand Stock Exchange

Market data

Live price

Current market quote for this ticker.

Current price

NZE/SUM

In the news

Latest news · NZE/SUM

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E7.5

P25 n/aP50 n/aP75 n/a

Trailing P/E7.3

P25 n/aP50 n/aP75 n/a

ROE8.3

P25 n/aP50 n/aP75 n/a

ROIC0.1

P25 n/aP50 n/aP75 n/a

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All NZE/SUM market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

235

Groups with data

Currency

NZD

Showing 235 of 235 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Country	New Zealand
Country code	NZ
Employees	3,232
Employees Change	166%
Employees Change Percent	5.41
Enterprise value	NZD 3.9B
Exchange	New Zealand Stock Exchange
Financial currency	NZD
First seen	2026-05-10
Industry	Medical Care Facilities
Isin	NZSUME0001S0
Last refreshed	2026-05-10
Market cap	NZD 1.9B
Price	NZD 7.92
Price currency	NZD
Rev Per Employee	111,652.54x
Sector	Healthcare
Sic	8050
Symbol	nze/SUM
Website	https://www.summerset.co.nz

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	13.47%
EV Earnings	15x
EV/EBITDA	120.88x
EV/FCF	11.89x
EV/Sales	10.8x
FCF yield	17%
Forward P/E	7.5x
P/B ratio	0.58x
P/E ratio	7.34x
P/S ratio	5.34x
PE Ratio10 Y	7.25x
PE Ratio3 Y	8.67x
PE Ratio5 Y	7.68x
PEG ratio	0.78x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	1.64%
EBITDA Margin	8.39%
FCF margin	90.82%
Gross margin	8.93%
Gross Profit	NZD 32.2M
Gross Profit Growth	-5.38%
Gross Profit Growth Q	-8.83%
Gross Profit Growth3 Y	16.08%
Gross Profit Growth5 Y	1.45%
Net Income	NZD 259.7M
Net Income Growth	-21.76%
Net Income Growth Q	-42.71%
Net Income Growth Years	0%
Net Income Growth3 Y	-12.89%
Net Income Growth5 Y	-0.59%
Pretax Margin	66.82%
Profit Margin	71.97%
Profit Per Employee	NZD 80,359
Profitable Years	15
ROA	0.04
Roa5y	0.12
ROCE	0.07
ROE	8.28
Roe5y	16.84
ROIC	0.11
Roic5y	0.34

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	8.01%
Cagr1y	-25.53%
Cagr3y	1.41%
Cagr5y	-6.2%
Div CAGR10	15.11%
Div CAGR3	2.28%
Div CAGR5	7.71%
EPS Growth	-23.43
EPS Growth Q	-44.02
EPS Growth Years	0
EPS Growth3 Y	-13.66
EPS Growth5 Y	-1.31
FCF Growth	12.76%
FCF Growth Q	26.44%
FCF Growth3 Y	0.78%
FCF Growth5 Y	7.01%
OCF Growth	23.69%
OCF Growth Q	27%
OCF Growth10 Y	7.46%
OCF Growth3 Y	7.35%
OCF Growth5 Y	10.99%
Revenue Growth	13.26x
Revenue Growth Q	12.4x
Revenue Growth Quarters	28x
Revenue Growth Years	14x
Revenue Growth3 Y	7.04x
Revenue Growth5 Y	7.49x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	NZD 0.04
Assets	NZD 9.2B
Cash	NZD 26.6M
Current Assets	NZD 74.1M
Current Liabilities	NZD 571.5M
Debt	NZD 2B
Debt EBITDA	NZD 61.87
Debt Equity	NZD 0.6
Debt FCF	NZD 6.08
Equity	NZD 3.3B
Interest Coverage	0.2
Liabilities	NZD 5.9B
Long Term Assets	NZD 9.2B
Long Term Liabilities	NZD 5.3B
Net Cash	NZD -2B
Net Cash By Market Cap	NZD -102
Net Debt EBITDA	NZD 64.95
Net Debt Equity	NZD 0.59
Net Debt FCF	NZD 6
Tangible Book Value	NZD 3.3B
Tangible Book Value Per Share	NZD 13.75
WACC	3.52

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	0.13
Net Working Capital	NZD -524M
Quick ratio	0.09
Working Capital	NZD -497.5M
Working Capital Turnover	NZD -0.84

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	-2.18%
Dividend Growth	0%
Dividend Growth Years	0%
Dividend per share	NZD 0.25
Dividend Years	14
Dividend Yield	3.09%
Ex Div Date	2026-03-12
Last Dividend	NZD 0.13
Payout Frequency	Semi-Annual
Payout Ratio	12.55%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	115.97%
1Y total return	-25.51%
200-day SMA	10.95
3Y total return	4.3%
50-day SMA	9.15
50-day SMA vs 200-day SMA	50under200
5Y total return	-27.4%
All Time High	15.69
All Time High Change	-49.52%
All Time High Date	2021-08-31
All Time Low	1.29
All Time Low Change	513.95%
All Time Low Date	2011-12-15
ATR	0.25
Beta	0.31
Beta1y	0.04
Beta2y	0.14
Ch YTD	-35.56
High	7.97
High52	12.8
High52 Date	2025-11-18
High52ch	-38.13%
Low	7.77
Low52	7.75
Low52 Date	2026-05-06
Low52ch	2.19%
Ma50ch	-13.45%
Price vs 200-day SMA	-27.68%
RSI	33.21
RSI Monthly	32.95
RSI Weekly	22.18
Sharpe ratio	-1.21x
Sortino ratio	-1.43
Total Return	0.92%
Tr YTD	-34.73
Tr1m	-11.31%
Tr1w	-3.41%
Tr3m	-28.37%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Operating Income	NZD 5.9M
Operating Income Growth	-49.52
Operating Income Growth Q	-53.62
Operating Income Growth3 Y	25.79
Operating Income Growth5 Y	-17.69
Operating margin	1.64

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	242,894,278%
Net Borrowing	229,372,000
Shares Insiders	0.24%
Shares Institutions	52.97%
Shares Out	243,476,293
Shares Qo Q	0.85%
Shares Yo Y	2.18%

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	NZD 323M
Average Volume	329,686.5x
Bv Per Share	13.77
CAPEX	NZD -220.5M
Ch10y	78.78
Ch1m	-11.31
Ch1w	-3.41
Ch1y	-27.21
Ch3m	-29.29
Ch3y	-2.46
Ch5y	-34.55
Ch6m	-33.22
Change	1.02%
Change From Open	0.89
Close	7.84
Days Gap	0.13
Depreciation Amortization	24,374,000
Dollar Volume	2,050,796.9
Earnings Date	2026-02-26
EBIT	NZD 5.9M
EBITDA	NZD 30.3M
EPS	NZD 1.08
F Score	4
FCF	NZD 327.7M
FCF EV Yield	8.41x
FCF Per Share	NZD 1.35
Financing CF	168,461,000
Fiscal Year End	December
Founded	1,997
Graham Number	18.27785
Graham Upside	130.8
Income Tax	NZD -18.6M
Investing CF	-722,376,000
Is Primary Listing	1
Last Earnings Date	2026-02-26
Last Report Date	2025-12-31
Lynch Fair Value	NZD 5.39
Lynch Upside	-31.91
Ma150	10.93
Ma150ch	-27.55%
Ma20	8.25
Ma20ch	-4.01%
Net CF	-5,659,000
Open	7.85
P FCF Ratio	5.88
P OCF Ratio	3.52
Payment Date	2026-03-26
Position In Range	75
Ppne	925,319,000
Price Date	2026-05-08
Price EBITDA	NZD 63.66
Ptbv Ratio	0.58
Relative Volume	0.8x
Revenue	360,861,000x
SBC By Revenue	1.31x
Share Based Comp	4,725,000
Tax By Revenue	-5.15x
Tr6m	-32.36%
Volume	258,939
Z Score	0.66

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

NZE/SUM dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+3.1%

$0.24 annual per share

Payout ratio

+12.5%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+7.7%

0 consecutive years of growth

Total shareholder yield

+0.9%

Next ex-dividend date: 2026-03-12

Performance

NZE/SUM stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns NZE/SUM?

Insider, institutional, and short-interest positioning.

Institutional ownership

+53.0%

Share of float held by funds and institutions

Insider ownership

+0.2%

Stake held by company insiders. Higher generally signals alignment.

Short interest

n/a

Float sold short by bearish positioning

Y/Y dilution

+2.2%

Negative means the company is buying back shares.

Technical

NZE/SUM momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

33.2

Neutral momentum band

Price vs 200-day MA

-27.7%

50/200-day relationship not available

Beta (5Y)

0.31

Less volatile than the market

Sharpe ratio

-1.21

Risk-adjusted return — higher is better; >1.0 is solid.

Questions

About NZE/SUM

Hub-level FAQ points readers to the deeper analysis pages.

What is the current nze/SUM stock rating?

nze/SUM is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full nze/SUM analysis?

The full report lives at /stocks/nze/SUM/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for nze/SUM?

The latest report frames nze/SUM around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the nze/SUM page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.