Summerset Group (SMGRF) Fair Value & Analysis
Healthcare · US · Market cap $1.1B
Summerset Group
SMGRF · US
Fair value as of: Jul 19, 2026
From 23 valuation models · updated 4 days ago
Fair value updated Jul 19, 2026, revised from $13.35 to $10.64 (−20.3%) since Jun 24, 2026.
Price vs Fair Value (12 months)
12‑month range $4.52 – $9.24 · fair‑value band $7.85 – $13.30 · the $4.70 price screens below the $10.64 fair value. As of Jul 19, 2026.
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Summerset Group (SMGRF) currently trades at $4.70, while our model-based Fair Value estimate is $10.64, implying the stock looks roughly 126.4% undervalued today. We read business quality at 36/100 (below-average quality), in the Healthcare sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, Summerset Group generated revenue of $361M at a net margin of 72.0%. Revenue grew 12.4% year over year. It earns a return on equity of 8.3%. Net debt stands at $2.0B. Fundamentals as of Jul 19, 2026
Our scenario range runs from $7.85 (bear case) to $13.30 (bull case); at $4.70, the current price sits below that range. The share trades about 49% below its 52-week high and 4% above its 52-week low, currently below its 200-day average. For context, the median of 10 Healthcare peers we cover trades at 4% fair-value upside, at 126%, SMGRF screens cheaper than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 19, 2026. TTM = trailing twelve months.
About the company
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.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Summerset Group reported revenue of $361M in FY2025 versus $202M in FY2021, a compound +15.6%/yr. Reported net income was $260M in FY2025, compounding −16.9%/yr from FY2021.
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Similar stocks
10 more Medical Care Facilities stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| HCA Healthcare, Inc H1CA34 | R$95.75 | R$123.65 | +29% |
| Fresenius SE FRE | €39.54 | €31.98 | -19% |
| IHH Healthcare Berhad, an investment holding company, Q0F | 2.76 SGD | 1.28 SGD | -54% |
| Tenet Healthcare Corporation THC | $178.75 | $300.86 | +68% |
| Rede D'Or São Luiz S.A RDOR3 | R$32.50 | R$46.04 | +42% |
| DaVita Inc DVAI34 | R$1,002 | R$1,038 | +4% |
| Apollo Hospitals Enterprise Limited APOLLOHOSP | ₹8,305 | ₹2,546 | -69% |
| Fresenius Medical Care AG FMS | $23.70 | $45.51 | +92% |
| Aier Eye Hospital Group 300015 | ¥8.54 | ¥6.73 | -21% |
| Max Healthcare Institute Limited MAXHEALTH | ₹1,078 | ₹293.73 | -73% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.