SITEMINDER LIMITED (SDR)
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SDR

SDR - SITEMINDER LIMITED

FNArena Sector : Travel, Leisure & Tourism
Year End: June
GICS Industry Group : Software & Services
Debt/EBITDA: 35.79
Index: ASX200 | ASX300 | ALL-ORDS | ALL-TECH

LAST PRICE CHANGE +/- CHANGE % VOLUME

$4.81

05 Jun
2025

0.070

OPEN

$4.74

1.48%

HIGH

$4.84

1,053,084

LOW

$4.70

TARGET
$6.382 32.7% upside
OTHER COMPANIES IN THE SAME SECTOR
AIA . AIZ . CEH . CHL . CTD . EVT . EXP . FLT . HLO . KLS . QAN . SKO . SST . THL . VGL . VRL . VVA . WEB . WJL .
FNARENA'S MARKET CONSENSUS FORECASTS
SDR: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx - 9.5 - 4.9 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A N/A xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx N/A N/A xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 20202021202220232024
EPS Basic xxxxxxxxxxxx-9.5
DPS All xxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxx190.7 M
Book Value Per Share xxxxxxxxxxxx24.4
Net Operating Cash Flow xxxxxxxxxxxx15.1 M
Net Profit Margin xxxxxxxxxxxx-13.18 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 20202021202220232024
Return on Capital Employed xxxxxxxxxxxx-35.38 %
Return on Invested Capital xxxxxxxxxxxx-32.17 %
Return on Assets xxxxxxxxxxxx-20.13 %
Return on Equity xxxxxxxxxxxx-35.38 %
Return on Total Capital xxxxxxxxxxxx-30.51 %
Free Cash Flow ex dividends xxxxxxxxxxxx14.6 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 20202021202220232024
Short-Term Debt xxxxxxxxxxxx6 M
Long Term Debt xxxxxxxxxxxx6 M
Total Debt xxxxxxxxxxxx11 M
Goodwill - Gross xxxxxxxxxxxx5 M
Cash & Equivalents - Generic xxxxxxxxxxxx40 M
Price To Book Value xxxxxxxxxxxx20.90

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 20202021202220232024
Capex xxxxxxxxxxxx24.3 M
Capex % of Sales xxxxxxxxxxxx12.72 %
Cost of Goods Sold xxxxxxxxxxxx192 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxx24 M
Research & Development xxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.8

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

07/05/2025

1

Overweight

$6.80

41.37%

Morgan Stanley remains Overweight on SiteMinder following the company's trading update reaffirming expectations for FY25 annual recurring revenue (ARR) growth to exceed 22% in the first half. The previously mentioned 30% target was not formally re-iterated.

Revenue guidance for Smart Distribution remains unchanged at $5-10m for FY25, while Channels Plus adoption currently stands at 3,000 of 47,000 hotels, observes the analyst.

Management re-affirmed SiteMinder remains free cash flow positive for FY25. Morgan Stanley maintains a cautious view on valuation, reflecting high growth but also high competition and churn.

While upside risks include new customer momentum and product traction, downside risks relate to hotel distribution consolidation, upselling challenges, and competitive threats, explains the broker.

The $6.80 target is retained. Industry view: In-Line.

FORECAST
Morgan Stanley forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -5.00 cents.
Morgan Stanley forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -2.00 cents.

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Wilsons

08/05/2025

1

Overweight

$6.44

33.89%

Wilsons remains Overweight on SiteMinder, despite trimming revenue forecasts by between -1-3% due to minor US travel headwinds and cautious macro assumptions.

Smart Products, particularly Channels Plus and Smart Distribution, continue to gain traction, with Channels Plus now integrated across over 3,000 hotels, observes the broker. The ramp-up of Dynamic Revenue Plus is expected to contribute meaningfully from 2H FY26.

While guidance for 30% constant currency growth remains, Wilsons notes this target depends on accelerated uptake of new products.

Smart Distribution revenue is tracking towards the lower end of expectations, impacted slightly by customer churn and weaker inbound US travel, explain the analysts.

The broker sees 2H FY26 as a key inflection point; if Channels Plus and Dynamic Revenue Plus don’t ramp materially the 30% growth target may remain aspirational.

Wilsons lowers the price target to $6.44 from $7.22, but retains an Overweight rating due to product potential and improving operating leverage.

FORECAST
Wilsons forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -4.60 cents.
Wilsons forecasts a full year FY26 dividend of 0.00 cents and EPS of 1.50 cents.
Access Extra Coverage Research History >

SDR STOCK CHART

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