Summerset Group Holdings (ASX:SNZ) ROE % Adjusted to Book Value: 8.99% (As of Dec. 2025)


ASX:SNZ Summerset Group Holdings Ltd ASX:SNZ
71 GF Score
Price A$7.02
GF Value A$13.53
Valuation Possible Value Trap
! 8 Warning Signs
View Full Analysis

What is Summerset Group Holdings ROE % Adjusted to Book Value?

Summerset Group Holdings ASX:SNZ 71 ROE % Adjusted to Book Value is 8.99% as of Dec. 2025. GuruFocus rates ASX:SNZ with a GF Score™ of 71/100 and a GF Value™ of A$13.53 (Possible Value Trap). The stock has 8 warning signs investors should review.

Summerset Group Holdings's ROE % for the quarter that ended in Dec. 2025 was 7.91%. Summerset Group Holdings's PB Ratio for the quarter that ended in Dec. 2025 was 0.88. Summerset Group Holdings's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 8.99%.


Summerset Group Holdings ROE % Adjusted to Book Value Related Terms


Summerset Group Holdings ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for Summerset Group Holdings's ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value Chart

Summerset Group Holdings Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 20.65 14.01 20.09 11.48 9.19

Summerset Group Holdings Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROE % Adjusted to Book Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 27.66 9.38 15.84 9.73 8.99

ASX:SNZ vs HCA, THC, DVA: ROE % Adjusted to Book Value Comparison

For the Medical Care Facilities subindustry, Summerset Group Holdings's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value vs Healthcare Providers & Services Industry

For the Healthcare Providers & Services industry and Healthcare sector, Summerset Group Holdings's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Summerset Group Holdings's ROE % Adjusted to Book Value falls into.


ASX:SNZ
71GF Score
Summerset Group Holdings Ltd ASX:SNZ
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Summerset Group Holdings ROE % Adjusted to Book Value Calculation

Summerset Group Holdings's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=8.09% / 0.88
=9.19%

Summerset Group Holdings's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=7.91% / 0.88
=8.99%

* 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 ROE % Adjusted to Book Value of 8.99% mean?
Summerset Group Holdings (ASX:SNZ) has a ROE % Adjusted to Book Value of 8.99% as of Dec. 2025. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Summerset Group Holdings and its competitors.
Is Summerset Group Holdings' ROE % Adjusted to Book Value too high?
Summerset Group Holdings' current ROE % Adjusted to Book Value is 8.99%. Overall, Summerset Group Holdings has a GF Score™ of 71/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Summerset Group Holdings' ROE % Adjusted to Book Value compare to HCA and THC?
Summerset Group Holdings' ROE % Adjusted to Book Value of 8.99% can be compared against companies in the Healthcare Providers & Services industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for a Healthcare Providers & Services company?
A good ROE % Adjusted to Book Value depends on the Healthcare Providers & Services industry context. However, ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Summerset Group Holdings and its competitors. Summerset Group Holdings's current ROE % Adjusted to Book Value is 8.99%. 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$13.53, compared to a current price of A$7.02 — trading 48.1% below its estimated fair value. The current ROE % Adjusted to Book Value is 8.99%. Summerset Group Holdings' overall GF Score™ is 71/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Summerset Group Holdings (ASX:SNZ), the current ROE % Adjusted to Book Value is 8.99% 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$7.02 is trading 48.1% below its estimated GF Value™ of A$13.53. GuruFocus considers Summerset Group Holdings to be Possible Value Trap.

Key valuation signals for ASX:SNZ:

  • ROE % Adjusted to Book Value: 8.99%
  • GF Value™: A$13.53 vs. price of A$7.02 (48.1% below fair value)
  • GF Score™: 71/100 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.
71GF Score

Get the complete analysis for ASX:SNZ

ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$7.02
Price
A$13.53
GF Value