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

$5.45

26 Aug
2025

0.020

OPEN

$5.42

0.37%

HIGH

$5.45

1,968,366

LOW

$5.35

TARGET
$6.308 15.7% 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 - 5.1 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 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx-9.1
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx224.3 M
Book Value Per Share xxxxxxxxxxxxxxx21.4
Net Operating Cash Flow xxxxxxxxxxxxxxx23.9 M
Net Profit Margin xxxxxxxxxxxxxxx-10.93 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx-39.97 %
Return on Invested Capital xxxxxxxxxxxxxxx-37.69 %
Return on Assets xxxxxxxxxxxxxxx-19.50 %
Return on Equity xxxxxxxxxxxxxxx-39.97 %
Return on Total Capital xxxxxxxxxxxxxxx-18.94 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx22.9 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 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx7 M
Long Term Debt xxxxxxxxxxxxxxx2 M
Total Debt xxxxxxxxxxxxxxx9 M
Goodwill - Gross xxxxxxxxxxxxxxx6 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx33 M
Price To Book Value xxxxxxxxxxxxxxx20.67

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx26.8 M
Capex % of Sales xxxxxxxxxxxxxxx11.96 %
Cost of Goods Sold xxxxxxxxxxxxxxx215 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx23 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx0 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

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Morgan Stanley

07/05/2025

1

Overweight

$6.80

24.77%

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

3

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

Moelis

xx/xx/xxxx

1

xxxxxxxxxx xx xxxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Jarden

12/05/2025

1

Buy

$4.45

-18.35%

Jarden has moderated its forecasts for SiteMinder based on downgraded updates by other travel-related businesses.

The broker also considered the company's recent update pointing to 22% y/y growth in annual recurring revenue at the end of FY25, which seems optimistic compared with the consensus estimate.

At the same time, the broker highlights risks to the forecasts, and especially to free cash flow, are to the upside if the business shows resilience to global travel slowing.

Importantly, the broker reminds the company is less impacted by weaker corporate spending because of its exposure to small and medium businesses.

EBITDA forecasts for FY25-27 cut by -9-19%. Buy. Target cut to $4.45 from $6.75.

FORECAST
Jarden forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -7.60 cents.
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -4.40 cents.

Wilsons

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Access Extra Coverage Research History >

SDR STOCK CHART

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Latest Travel, Leisure & Tourism News

1
Undervalued Flight Centre Awaits Travel Recovery

Aug 05 2025 - Australia
2
Smart Platform Underpins SiteMinder Optimism

Jun 18 2025 - Small Caps
3
Corporate Travel: Happy Above Downtrend Line

May 20 2025 - Technicals
4
Flight Centre: A Downgrade Anticipated

May 02 2025 - Australia
5
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Mar 07 2025 - Small Caps
6
Is SiteMinder’s Re-Rating Just A Matter of Time?

Mar 06 2025 - Small Caps
7
Diverging Margins In Webjets’ Results

Dec 02 2024 - Australia
8
What Happened To WEB Travel’s Growth Outlook?

Oct 17 2024 - Small Caps
9
Upside For The New Webjet(s)

Sep 26 2024 - Australia
10
SiteMinder To Thrive On New Product Launches

Aug 06 2024 - Small Caps