Summerset Group Holdings (NZSE:SUM) Margin of Safety % (DCF Dividends Based): N/A (As of Jul. 18, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

NZSE:SUM Summerset Group Holdings Ltd NZSE:SUM
74 GF Score
Price NZ$8.15
GF Value NZ$16.77
Valuation Possible Value Trap
! 8 Warning Signs
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What is Summerset Group Holdings Margin of Safety % (DCF Dividends Based)?

Margin of Safety % (DCF Dividends Based) = (Intrinsic Value: DCF (Dividends Based) - Current Price) / Intrinsic Value: DCF (Dividends Based).

Note: Discounted Dividend model is only suitable for companies who have a consistant distribution history with more than 5 years. If the company's dividends does not remain steady over a long period, results may not be accurate due to the low consistency. The model is also only suitable for predictable companies (Business Predictability Rank higher than 1-Star). If the company's Predictability Rank is 1-Star or Not Rated, the data will not be stored into our database.

Summerset Group Holdings's Predictability Rank is 1-Star. Thus, the DCF related results in the screener and portfolio will appear as zero and Margin of Safety % (DCF Dividends Based) is not calculated.

NZSE:SUM vs HCA, THC, DVA: Margin of Safety % (DCF Dividends Based) Comparison

For the Medical Care Facilities subindustry, Summerset Group Holdings's Margin of Safety % (DCF Dividends Based), along with its competitors' market caps and Margin of Safety % (DCF Dividends Based) 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 Margin of Safety % (DCF Dividends Based) vs Healthcare Providers & Services Industry

For the Healthcare Providers & Services industry and Healthcare sector, Summerset Group Holdings's Margin of Safety % (DCF Dividends Based) distribution charts can be found below:

* The bar in red indicates where Summerset Group Holdings's Margin of Safety % (DCF Dividends Based) falls into.


NZSE:SUM
74GF Score
Summerset Group Holdings Ltd NZSE:SUM
Margin of Safety % (DCF Dividends Based) is just one metric. See GF Score™, valuation, warning signs, and more.
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Is Summerset Group Holdings (NZSE:SUM) Overvalued in 2026?

Based on GuruFocus' analysis, Summerset Group Holdings stock appears to be undervalued. The current stock price of NZ$8.15 is trading 51.4% below its estimated GF Value™ of NZ$16.77. GuruFocus considers Summerset Group Holdings to be Possible Value Trap.

Key valuation signals for NZSE:SUM:

  • Margin of Safety % (DCF Dividends Based): N/A
  • GF Value™: NZ$16.77 vs. price of NZ$8.15 (51.4% below fair value)
  • GF Score™: 74/100 with 8 warning signs

No single metric tells the full story. See the NZSE:SUM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Summerset Group Holdings Business Description

Other Exchanges SMGRF:USASNZ:Australia
Address 100 Willis Street, Level 27, Majestic Centre, PO Box 5187, Wellington, NZL, 6011
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.
74GF Score

Get the complete analysis for NZSE:SUM

Margin of Safety % (DCF Dividends Based) is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

NZ$8.15
Price
NZ$16.77
GF Value