Summerset Group (Australia) Performance
| SNZ Stock | 11.70 0.01 0.09% |
Summerset Group has a performance score of 5 on a scale of 0 to 100. The entity has a beta of 0.34, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Summerset Group's returns are expected to increase less than the market. However, during the bear market, the loss of holding Summerset Group is expected to be smaller as well. Summerset Group Holdings right now has a risk of 1.95%. Please validate Summerset Group value at risk, expected short fall, and the relationship between the treynor ratio and downside variance , to decide if Summerset Group will be following its existing price patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Summerset Group Holdings are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, Summerset Group may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
Forward Dividend Yield 0.0152 | Payout Ratio 0.1216 | Forward Dividend Rate 0.18 | Ex Dividend Date 2024-09-06 |
1 | Summerset Targets Growth with New Share Quotation - TipRanks | 09/19/2024 |
2 | Institutional investors control 51 percent of Summerset Group Holdings Limited and were rewarded last week after stock increased 3.4 percent - Yahoo Finance | 11/21/2024 |
3 | Summerset Group Expands Retirement Portfolio Across New Zealand - TipRanks | 12/04/2024 |
| Begin Period Cash Flow | 25.3 M |
Summerset |
Summerset Group Relative Risk vs. Return Landscape
If you would invest 1,088 in Summerset Group Holdings on September 14, 2024 and sell it today you would earn a total of 82.00 from holding Summerset Group Holdings or generate 7.54% return on investment over 90 days. Summerset Group Holdings is generating 0.1322% of daily returns assuming 1.9496% volatility of returns over the 90 days investment horizon. Simply put, 17% of all stocks have less volatile historical return distribution than Summerset Group, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Summerset Group Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Summerset Group's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Summerset Group Holdings, and traders can use it to determine the average amount a Summerset Group's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0678
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Estimated Market Risk
| 1.95 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Summerset Group is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Summerset Group by adding it to a well-diversified portfolio.
Summerset Group Fundamentals Growth
Summerset Stock prices reflect investors' perceptions of the future prospects and financial health of Summerset Group, and Summerset Group fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Summerset Stock performance.
| Return On Equity | 0.16 | ||||
| Return On Asset | 3.0E-4 | ||||
| Profit Margin | 1.38 % | ||||
| Operating Margin | 0.03 % | ||||
| Current Valuation | 6.55 B | ||||
| Shares Outstanding | 235.73 M | ||||
| Price To Book | 1.12 X | ||||
| Price To Sales | 9.37 X | ||||
| Revenue | 270.5 M | ||||
| Gross Profit | 26.79 M | ||||
| EBITDA | 465.25 M | ||||
| Net Income | 436.32 M | ||||
| Total Debt | 1.41 B | ||||
| Book Value Per Share | 11.46 X | ||||
| Cash Flow From Operations | 398.18 M | ||||
| Earnings Per Share | 1.58 X | ||||
| Total Asset | 6.94 B | ||||
| Retained Earnings | 2.15 B | ||||
About Summerset Group Performance
Assessing Summerset Group's fundamental ratios provides investors with valuable insights into Summerset Group's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Summerset Group is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Summerset Group is entity of Australia. It is traded as Stock on AU exchange.Things to note about Summerset Group Holdings performance evaluation
Checking the ongoing alerts about Summerset Group for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Summerset Group Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Summerset Group has high likelihood to experience some financial distress in the next 2 years | |
| Latest headline from news.google.com: Hutchison Telecom Hong Kong Reveals Board Leadership - TipRanks |
- Analyzing Summerset Group's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Summerset Group's stock is overvalued or undervalued compared to its peers.
- Examining Summerset Group's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Summerset Group's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Summerset Group's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Summerset Group's stock. These opinions can provide insight into Summerset Group's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Summerset Stock Analysis
When running Summerset Group's price analysis, check to measure Summerset Group's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Summerset Group is operating at the current time. Most of Summerset Group's value examination focuses on studying past and present price action to predict the probability of Summerset Group's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Summerset Group's price. Additionally, you may evaluate how the addition of Summerset Group to your portfolios can decrease your overall portfolio volatility.