Summerset Group Holdings (ASX:SNZ) 3-1 Month Momentum %: 9.62% (As of Aug. 04, 2026)

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Director of Data and Quant Analytics at GuruFocus
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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.

ASX:SNZ Summerset Group Holdings Ltd ASX:SNZ
69 GF Score
Price A$6.99
GF Value A$12.79
Valuation Possible Value Trap
! 8 Warning Signs
View Full Analysis

What is Summerset Group Holdings 3-1 Month Momentum %?

Summerset Group Holdings ASX:SNZ -0.14% 69 3-1 Month Momentum % is 9.62% as of Aug. 04, 2026. GuruFocus rates ASX:SNZ with a GF Score™ of 69/100 and a GF Value™ of A$12.79 (Possible Value Trap). The stock has 8 warning signs investors should review. Among 674 Healthcare Providers & Services companies, Summerset Group Holdings ranks better than 73% on this metric.

3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-08-04), Summerset Group Holdings's 3-1 Month Momentum % is 9.62%.

The industry rank for Summerset Group Holdings's 3-1 Month Momentum % or its related term are showing as below:

ASX:SNZ's 3-1 Month Momentum % is ranked better than
73% of 674 companies
in the Healthcare Providers & Services industry
Industry Median: -2.6 vs ASX:SNZ: 9.62

Summerset Group Holdings  (ASX:SNZ) 3-1 Month Momentum % Explanation

Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.

The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.


Summerset Group Holdings 3-1 Month Momentum % Related Terms


ASX:SNZ vs HCA, THC, DVA: 3-1 Month Momentum % Comparison

For the Medical Care Facilities subindustry, Summerset Group Holdings's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % 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 3-1 Month Momentum % vs Healthcare Providers & Services Industry

For the Healthcare Providers & Services industry and Healthcare sector, Summerset Group Holdings's 3-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where Summerset Group Holdings's 3-1 Month Momentum % falls into.


ASX:SNZ
69GF Score
Summerset Group Holdings Ltd ASX:SNZ
3-1 Month Momentum % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Summerset Group Holdings  (ASX:SNZ) 3-1 Month Momentum % Calculation

3-1 Month Momentum % is calculated as following:

3-1 Month Momentum %=( Price 1-month ago / Price 3-month ago - 1 ) * 100 %

* 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.

Frequently Asked Questions Learn more about 3-1 Month Momentum % →
What does a 3-1 Month Momentum % of 9.62% mean?
Summerset Group Holdings (ASX:SNZ) has a 3-1 Month Momentum % of 9.62% as of Aug. 04, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Summerset Group Holdings and its competitors. According to the industry distribution chart, Summerset Group Holdings ranks #182 out of 674 companies in the Healthcare Providers & Services industry, placing it in the top 27%.
Is Summerset Group Holdings' 3-1 Month Momentum % too high?
Summerset Group Holdings' current 3-1 Month Momentum % is 9.62%. Based on the distribution chart, Summerset Group Holdings ranks #182 out of 674 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' 3-1 Month Momentum % compare to HCA and THC?
According to the Healthcare Providers & Services industry distribution chart, Summerset Group Holdings ranks #182 out of 674 companies for 3-1 Month Momentum %. This puts Summerset Group Holdings in the upper half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for a Healthcare Providers & Services company?
A good 3-1 Month Momentum % depends on the Healthcare Providers & Services industry context. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Summerset Group Holdings and its competitors. Summerset Group Holdings's current 3-1 Month Momentum % is 9.62%. 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$12.79, compared to a current price of A$6.99 — trading 45.3% below its estimated fair value. The current 3-1 Month Momentum % is 9.62%. 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 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Summerset Group Holdings (ASX:SNZ), the current 3-1 Month Momentum % is 9.62% as of Aug. 04, 2026. 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$6.99 is trading 45.3% below its estimated GF Value™ of A$12.79. GuruFocus considers Summerset Group Holdings to be Possible Value Trap.

Key valuation signals for ASX:SNZ:

  • 3-1 Month Momentum %: 9.62%
  • GF Value™: A$12.79 vs. price of A$6.99 (45.3% below fair value)
  • GF Score™: 69/100 with 8 warning signs

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 Business Description

Other Exchanges SMGRF:USASUM:New Zealand
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.
69GF Score

Get the complete analysis for ASX:SNZ

3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$6.99
Price
A$12.79
GF Value