Summerset Group HoldingsASX:SNZ 78 ROC (Joel Greenblatt) % is 33.67% as of Dec. 2025, which is 75% below its 10-year median of 135.81. GuruFocus rates ASX:SNZ with a GF Score™ of 78/100 and a GF Value™ of A$12.51 (Possible Value Trap). The stock has 8 warning signs investors should review. Among 669 Healthcare Providers & Services companies, Summerset Group Holdings ranks better than 76.53% on this metric.
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits). He defines ROC (Joel Greenblatt) % as EBIT divided by the total of Property, Plant and Equipment and net working capital. Summerset Group Holdings's annualized ROC (Joel Greenblatt) % for the quarter that ended in Dec. 2025 was 33.67%.
The historical rank and industry rank for Summerset Group Holdings's ROC (Joel Greenblatt) % or its related term are showing as below:
ASX:SNZ'
s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 35.7 Med: 135.81 Max: 242.01
Current: 35.73
During the past 13 years, Summerset Group Holdings's highest ROC (Joel Greenblatt) % was 242.01%. The lowest was 35.70%. And the median was 135.81%.
ASX:SNZ's ROC (Joel Greenblatt) % is ranked better than 76.53% of 669
companies
in the Healthcare Providers & Services industry
Industry Median: 12.46
vs ASX:SNZ: 35.73
Summerset Group Holdings's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was -24.90% per year.
Summerset Group Holdings (ASX:SNZ) ROC (Joel Greenblatt) % Explanation
The way Joel Greenblatt defines Return on Capital is a more accurate measure of how efficiently the company generates returns onthe capital actually invested in the business. EBIT is used instead of net income because the tax and interest payment may be affected by factors other than the core business operation. Intangible assets are not included in the calculation because they don't need to be replaced.
Summerset Group Holdings ROC (Joel Greenblatt) % Related Terms
Summerset Group Holdings ROC (Joel Greenblatt) % Historical Data
* Premium members only.
The historical data trend for Summerset Group Holdings's ROC (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 ROC (Joel Greenblatt) % Chart
ASX:SNZ vs HCA, THC, DVA: ROC (Joel Greenblatt) % Comparison
For the Medical Care Facilities subindustry, Summerset Group Holdings's ROC (Joel Greenblatt) %, along with its competitors' market caps and ROC (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 ROC (Joel Greenblatt) % vs Healthcare Providers & Services Industry
For the Healthcare Providers & Services industry and Healthcare sector, Summerset Group Holdings's ROC (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Summerset Group Holdings's ROC (Joel Greenblatt) % falls into.
Summerset Group Holdings ROC (Joel Greenblatt) % Calculation
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits) . He defines Return on Capital as follows:
EBIT stands for Earnings Before Interest and Taxes.
Fixed Assets are also known as non-current assets. They include the Property, Plant and Equipment that the firm needs in its operation.
GuruFocus calculates net working capital as: (Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Deferred Revenue + Other Current Liabilities). We're trying to account for OPERATING assets and liabilities (part of daily business) when calculating working capital. Cash and marketable securities are considered NON-OPERATING assets and are not included in calculation. We will also back out all interest bearing debt, short term debt and the portion of long term debt that is due in the current period from the current liabilities. This debt will be considered when computing cost of capital and it would be inappropriate to count it twice.
Note:
The EBIT data used here is two times the semi-annual (Dec. 2025) EBIT data.
* 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.
What does a ROC (Joel Greenblatt) % of 33.67% mean?
Summerset Group Holdings (ASX:SNZ) has a ROC (Joel Greenblatt) % of 33.67% as of Dec. 2025. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Summerset Group Holdings and its competitors. This is 75% below median its historical median of 135.81. Over the past decade, Summerset Group Holdings' ROC (Joel Greenblatt) % has ranged from 35.70 to 242.01. According to the industry distribution chart, Summerset Group Holdings ranks #157 out of 669 companies in the Healthcare Providers & Services industry, placing it in the top 23.5%.
Is Summerset Group Holdings' ROC (Joel Greenblatt) % too high?
Summerset Group Holdings' current ROC (Joel Greenblatt) % of 33.67% is 75% below median its 10-year median of 135.81. Over the past 10 years, this metric has ranged from a low of 35.70 to a high of 242.01. The Healthcare Providers & Services industry median ROC (Joel Greenblatt) % is 12.46. Summerset Group Holdings' value of 33.67% is 170.2% above this industry median. Based on the distribution chart, Summerset Group Holdings ranks #157 out of 669 companies in the Healthcare Providers & Services industry, which is in the top quartile — a strong position relative to peers. Overall, Summerset Group Holdings has a GF Score™ of 78/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Summerset Group Holdings' ROC (Joel Greenblatt) % compare to HCA and THC?
According to the Healthcare Providers & Services industry distribution chart, Summerset Group Holdings ranks #157 out of 669 companies for ROC (Joel Greenblatt) %. This places Summerset Group Holdings in the top 24% of its industry — outperforming the majority of peers. The industry median ROC (Joel Greenblatt) % is 12.46. Summerset Group Holdings' value of 33.67% is 170.2% above this benchmark. Historically, Summerset Group Holdings' own ROC (Joel Greenblatt) % has ranged from 35.70 to 242.01 over the past decade. While the company's 10-year median is 135.81 vs. the industry median of 12.46, 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 ROC (Joel Greenblatt) % for a Healthcare Providers & Services company?
The median ROC (Joel Greenblatt) % among Healthcare Providers & Services companies is 12.46, based on 669 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Summerset Group Holdings's current ROC (Joel Greenblatt) % of 33.67% is 170.2% 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 ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Summerset Group Holdings and its competitors. For the Healthcare Providers & Services industry, the median ROC (Joel Greenblatt) % is 12.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Summerset Group Holdings's current ROC (Joel Greenblatt) % is 33.67%, which is 75% below median its own 10-year median of 135.81. 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$12.51, compared to a current price of A$7.34 — trading 41.3% below its estimated fair value. The current ROC (Joel Greenblatt) % is 33.67%, which is 75% below median its 10-year median of 135.81 and 170.2% above the Healthcare Providers & Services industry median of 12.46. Summerset Group Holdings' overall GF Score™ is 78/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Summerset Group Holdings (ASX:SNZ), the current ROC (Joel Greenblatt) % is 33.67% 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$7.34 is trading 41.3% below its estimated GF Value™ of A$12.51.
GuruFocus considers Summerset Group Holdings to be Possible Value Trap.
Key valuation signals for ASX:SNZ:
ROC (Joel Greenblatt) %: 33.67% (75% below median its 10-year median of 135.81)
GF Value™: A$12.51 vs. price of A$7.34 (41.3% below fair value)
Industry Position: 170.2% above the Healthcare Providers & Services median (#157 of 669)
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.
78GF Score
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