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Summerset Group HoldingsASX:SNZ 71 5-Year Yield-on-Cost % is 4.44 as of Jul. 14, 2026, which is 39% above its 10-year median of 3.20. GuruFocus rates ASX:SNZ with a GF Score™ of 71/100 and a GF Value™ of A$12.63 (Possible Value Trap). The stock has 8 warning signs investors should review. Among 281 Healthcare Providers & Services companies, Summerset Group Holdings ranks better than 73.67% on this metric.
The historical rank and industry rank for Summerset Group Holdings's 5-Year Yield-on-Cost % or its related term are showing as below:
ASX:SNZ'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.29 Med: 3.2 Max: 6.2
Current: 4.44
During the past 13 years, Summerset Group Holdings's highest Yield on Cost was 6.20. The lowest was 1.29. And the median was 3.20.
ASX:SNZ's 5-Year Yield-on-Cost % is ranked better than 73.67% of 281
companies
in the Healthcare Providers & Services industry
Industry Median: 2.92
vs ASX:SNZ: 4.44
Summerset Group Holdings (ASX:SNZ) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Summerset Group Holdings 5-Year Yield-on-Cost % Related Terms
ASX:SNZ vs HCA, THC, DVA: 5-Year Yield-on-Cost % Comparison
For the Medical Care Facilities subindustry, Summerset Group Holdings's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Healthcare Providers & Services Industry
For the Healthcare Providers & Services industry and Healthcare sector, Summerset Group Holdings's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Summerset Group Holdings's 5-Year Yield-on-Cost % falls into.
Summerset Group Holdings 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Summerset Group Holdings (ASX:SNZ) has a 5-Year Yield-on-Cost % of 4.44 as of Jul. 14, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Summerset Group Holdings and its competitors. This is 39% above median its historical median of 3.20. Over the past decade, Summerset Group Holdings' 5-Year Yield-on-Cost % has ranged from 1.29 to 6.20. According to the industry distribution chart, Summerset Group Holdings ranks #74 out of 281 companies in the Healthcare Providers & Services industry, placing it in the top 26.3%.
Is Summerset Group Holdings' 5-Year Yield-on-Cost % too high?
Summerset Group Holdings' current 5-Year Yield-on-Cost % of 4.44 is 39% above median its 10-year median of 3.20. Over the past 10 years, this metric has ranged from a low of 1.29 to a high of 6.20. The Healthcare Providers & Services industry median 5-Year Yield-on-Cost % is 2.92. Summerset Group Holdings' value of 4.44 is 52.1% above this industry median. Based on the distribution chart, Summerset Group Holdings ranks #74 out of 281 companies in the Healthcare Providers & Services industry, which is above the industry midpoint. 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' 5-Year Yield-on-Cost % compare to HCA and THC?
According to the Healthcare Providers & Services industry distribution chart, Summerset Group Holdings ranks #74 out of 281 companies for 5-Year Yield-on-Cost %. This puts Summerset Group Holdings in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 2.92. Summerset Group Holdings' value of 4.44 is 52.1% above this benchmark. Historically, Summerset Group Holdings' own 5-Year Yield-on-Cost % has ranged from 1.29 to 6.20 over the past decade. While the company's 10-year median is 3.20 vs. the industry median of 2.92, 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 5-Year Yield-on-Cost % for a Healthcare Providers & Services company?
The median 5-Year Yield-on-Cost % among Healthcare Providers & Services companies is 2.92, based on 281 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Summerset Group Holdings's current 5-Year Yield-on-Cost % of 4.44 is 52.1% 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Summerset Group Holdings and its competitors. For the Healthcare Providers & Services industry, the median 5-Year Yield-on-Cost % is 2.92 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Summerset Group Holdings's current 5-Year Yield-on-Cost % is 4.44, which is 39% above median its own 10-year median of 3.20. 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$12.63, compared to a current price of A$7.10 — trading 43.8% below its estimated fair value. The current 5-Year Yield-on-Cost % is 4.44, which is 39% above median its 10-year median of 3.20 and 52.1% above the Healthcare Providers & Services industry median of 2.92. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Summerset Group Holdings (ASX:SNZ), the current 5-Year Yield-on-Cost % is 4.44 as of Jul. 14, 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$7.10 is trading 43.8% below its estimated GF Value™ of A$12.63.
GuruFocus considers Summerset Group Holdings to be Possible Value Trap.
Key valuation signals for ASX:SNZ:
5-Year Yield-on-Cost %: 4.44 (39% above median its 10-year median of 3.20)
GF Value™: A$12.63 vs. price of A$7.10 (43.8% below fair value)
Industry Position: 52.1% above the Healthcare Providers & Services median (#74 of 281)
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.
71GF Score
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