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Summerset Group HoldingsASX:SNZ 69 Earnings Yield (Joel Greenblatt) % is 5.52% as of Dec. 2025, which is 45% below its 10-year median of 10.10. GuruFocus rates ASX:SNZ with a GF Score™ of 69/100 and a GF Value™ of A$12.80 (Possible Value Trap). The stock has 8 warning signs investors should review. Among 681 Healthcare Providers & Services companies, Summerset Group Holdings ranks better than 70.63% on this metric.
Summerset Group Holdings's Enterprise Value for the quarter that ended in Dec. 2025 was A$4,261.7 Mil.
Summerset Group Holdings's EBIT for the trailing twelve months (TTM) ended in Dec. 2025 was A$244.7 Mil. Summerset Group Holdings's Earnings Yield (Joel Greenblatt) for the quarter that ended in Dec. 2025 was 5.52%.
The historical rank and industry rank for Summerset Group Holdings's Earnings Yield (Joel Greenblatt) % or its related term are showing as below:
ASX:SNZ'
s Earnings Yield (Joel Greenblatt) % Range Over the Past 10 Years
Min: 4.33 Med: 10.1 Max: 19.95
Current: 6.79
During the past 13 years, the highest Earnings Yield (Joel Greenblatt) of Summerset Group Holdings was 19.95%. The lowest was 4.33%. And the median was 10.10%.
ASX:SNZ's Earnings Yield (Joel Greenblatt) % is ranked better than 70.63% of 681
companies
in the Healthcare Providers & Services industry
Industry Median: 3.52
vs ASX:SNZ: 6.79
Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.
A better indicator of the attractiveness of an investment which takes growth into account is the Forward Rate of Return (Yacktman) %. Summerset Group Holdings's Forward Rate of Return (Yacktman) % for the quarter that ended in Dec. 2025 was 11.45%. The Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.
Summerset Group Holdings (ASX:SNZ) Earnings Yield (Joel Greenblatt) % Explanation
Joel Greenblatt defines the earnings yield using the above equation because it more accurately reflects the company's profitability relative to its stock price. Items like interest payment and tax etc. are not directly related to the company's operational profitability.
Enterprise Value instead of market cap (share price) is used in the calculation because it is the real price stock and bond investors together pay for the company.
Be Aware
Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.
Summerset Group Holdings Earnings Yield (Joel Greenblatt) % Related Terms
Summerset Group Holdings Earnings Yield (Joel Greenblatt) % Historical Data
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The historical data trend for Summerset Group Holdings's Earnings Yield (Joel Greenblatt) % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Summerset Group Holdings Earnings Yield (Joel Greenblatt) % Chart
For the Medical Care Facilities subindustry, Summerset Group Holdings's Earnings Yield (Joel Greenblatt) %, along with its competitors' market caps and Earnings Yield (Joel Greenblatt) % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Summerset Group Holdings Earnings Yield (Joel Greenblatt) % vs Healthcare Providers & Services Industry
For the Healthcare Providers & Services industry and Healthcare sector, Summerset Group Holdings's Earnings Yield (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Summerset Group Holdings's Earnings Yield (Joel Greenblatt) % falls into.
Summerset Group Holdings Earnings Yield (Joel Greenblatt) % Calculation
In his book, The Little That Beat the Market, hedge fund manager Joel Greenblatt defines Earnings Yield as operating income divided by enterprise value.
Summerset Group Holdingss Earnings Yield (Joel Greenblatt) for the fiscal year that ended in Dec. 2025 is calculated as
For company reported semi-annually or annually, GuruFocus only calculate annual data for Earnings Yield (Joel Greenblatt) and apply the annual figure to corresponding quarter.
What does a Earnings Yield (Joel Greenblatt) % of 5.52% mean?
Summerset Group Holdings (ASX:SNZ) has a Earnings Yield (Joel Greenblatt) % of 5.52% as of Dec. 2025. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Summerset Group Holdings and its competitors. This is 45% below median its historical median of 10.10. Over the past decade, Summerset Group Holdings' Earnings Yield (Joel Greenblatt) % has ranged from 4.33 to 19.95. According to the industry distribution chart, Summerset Group Holdings ranks #200 out of 681 companies in the Healthcare Providers & Services industry, placing it in the top 29.4%.
Is Summerset Group Holdings' Earnings Yield (Joel Greenblatt) % too high?
Summerset Group Holdings' current Earnings Yield (Joel Greenblatt) % of 5.52% is 45% below median its 10-year median of 10.10. Over the past 10 years, this metric has ranged from a low of 4.33 to a high of 19.95. The Healthcare Providers & Services industry median Earnings Yield (Joel Greenblatt) % is 3.52. Summerset Group Holdings' value of 5.52% is 56.8% above this industry median. Based on the distribution chart, Summerset Group Holdings ranks #200 out of 681 companies in the Healthcare Providers & Services industry, which is above the industry midpoint. Overall, Summerset Group Holdings has a GF Score™ of 69/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Summerset Group Holdings' Earnings Yield (Joel Greenblatt) % compare to HCA and THC?
According to the Healthcare Providers & Services industry distribution chart, Summerset Group Holdings ranks #200 out of 681 companies for Earnings Yield (Joel Greenblatt) %. This puts Summerset Group Holdings in the upper half of its industry. The industry median Earnings Yield (Joel Greenblatt) % is 3.52. Summerset Group Holdings' value of 5.52% is 56.8% above this benchmark. Historically, Summerset Group Holdings' own Earnings Yield (Joel Greenblatt) % has ranged from 4.33 to 19.95 over the past decade. While the company's 10-year median is 10.10 vs. the industry median of 3.52, Summerset Group Holdings has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Earnings Yield (Joel Greenblatt) % for a Healthcare Providers & Services company?
The median Earnings Yield (Joel Greenblatt) % among Healthcare Providers & Services companies is 3.52, based on 681 companies in the industry. Companies in the top quartile (top 25%) have a Earnings Yield (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, Earnings Yield (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Summerset Group Holdings's current Earnings Yield (Joel Greenblatt) % of 5.52% is 56.8% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Earnings Yield (Joel Greenblatt) % mean?
A high Earnings Yield (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Summerset Group Holdings and its competitors. For the Healthcare Providers & Services industry, the median Earnings Yield (Joel Greenblatt) % is 3.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Summerset Group Holdings's current Earnings Yield (Joel Greenblatt) % is 5.52%, which is 45% below median its own 10-year median of 10.10. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Summerset Group Holdings stock overvalued right now?
Based on GuruFocus' analysis, Summerset Group Holdings (ASX:SNZ) is currently considered Possible Value Trap. The stock's GF Value™ is A$12.80, compared to a current price of A$6.83 — trading 46.6% below its estimated fair value. The current Earnings Yield (Joel Greenblatt) % is 5.52%, which is 45% below median its 10-year median of 10.10 and 56.8% above the Healthcare Providers & Services industry median of 3.52. Summerset Group Holdings' overall GF Score™ is 69/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Earnings Yield (Joel Greenblatt) % calculated?
Earnings Yield (Joel Greenblatt) % is calculated from a company's financial statements. For Summerset Group Holdings (ASX:SNZ), the current Earnings Yield (Joel Greenblatt) % is 5.52% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Summerset Group Holdings (ASX:SNZ) Overvalued in 2026?
Based on GuruFocus' analysis, Summerset Group Holdings stock appears to be undervalued.
The current stock price of A$6.83 is trading 46.6% below its estimated GF Value™ of A$12.80.
GuruFocus considers Summerset Group Holdings to be Possible Value Trap.
Key valuation signals for ASX:SNZ:
Earnings Yield (Joel Greenblatt) %: 5.52% (45% below median its 10-year median of 10.10)
GF Value™: A$12.80 vs. price of A$6.83 (46.6% below fair value)
Industry Position: 56.8% above the Healthcare Providers & Services median (#200 of 681)
No single metric tells the full story. See the ASX:SNZ stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Summerset Group Holdings Ltd develops, owns, and operates integrated retirement villages. The company receives a majority of its revenue from the New Zealand Ministry of Health, which subsidizes fees for eligible aged-care residents. Its revenue is mainly derived from care fees and village services income. Summerset provides a range of care for its residents, including in-home care and 24-hour medical care centers. In addition to its independent-living villas and apartments, Summerset offers supported-living residences, which include assistance with daily activities like shopping and housekeeping.
69GF Score
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Earnings Yield (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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