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: 0.59
Index: ASX200 | ASX300 | ALL-ORDS | ALL-TECH

LAST PRICE CHANGE +/- CHANGE % VOLUME

$3.10

23 Apr
2026

-0.080

OPEN

$3.14

-2.52%

HIGH

$3.19

1,622,213

LOW

$3.07

TARGET
$7.028 126.7% 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 . XPD .
FNARENA'S MARKET CONSENSUS FORECASTS
SDR: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx - 9.1 - 1.6 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 © 2026 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

1.0

No. Of Recommendations

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

Morgans

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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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

27/02/2026

1

Overweight

$7.70

148.39%

On further inspection, the target is lowered to $6.55 from $7.70 with an Overweight retained.

EPS forecasts drop -5.5% for FY26 and are tweaked down for FY27.

****

It is Morgan Stanley's assessment SiteMinder's 1H26 ARR beat consensus alongside a modest earnings shortfall.

ARR is $280.3m versus $272m expected, while revenue of $131.1m is slightly below, EBITDA is $12.3m versus $13.8m and NPAT is -$3.9m, with free cash flow of $2.7m also below expectations.

The broker highlights improving unit economics (gross margin 67.8% and LTV/CAC 6.7x) and stronger demand signals late in the half, including 53k properties and monthly ARPU up 11% to $435, while opex ran higher than expected.

Overweight rating and $7.70 target price. Industry view: In-Line.

FORECAST
Morgan Stanley forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -2.70 cents.
Morgan Stanley forecasts a full year FY27 dividend of 0.00 cents and EPS of 3.50 cents.

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$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

xxx

$xx.xx

xx.xx%

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Canaccord Genuity

05/03/2026

1

Upgrade to Buy from Hold

$4.96

60.00%

Canaccord Genuity upgrades SiteMinder to Buy from Hold, arguing recent share price weakness has created a more attractive risk-reward profile and that concerns around AI disruption to the company’s competitive position are overstated.

The broker notes solid 1H26 metrics including ARR of $280.3m, up 30% y/y and ahead of forecasts, while revenue rose 26% and free cash flow turned positive at $2.8m.

Management reiterated FY26 guidance with growth expected to trend toward 30%, supported by strong uptake of Smart products including Smart Distribution and Direct Revenue Plus.

Target price is cut to $4.96 from $7.67 following a shift to a lower valuation multiple.

FORECAST
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -1.10 cents.
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 6.20 cents.

Jarden

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Extra Coverage Research History >

SDR STOCK CHART

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1
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2
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Latest Travel, Leisure & Tourism News

1
Flight Centre On Cruise Control Re-Rating

Dec 18 2025 - Australia
2
Confidence Grows In Web Travel’s FY27 Targets

Dec 01 2025 - Small Caps
3
SiteMinder’s Deeper Connectivity For Growth

Oct 01 2025 - Small Caps
4
Undervalued Flight Centre Awaits Travel Recovery

Aug 05 2025 - Australia
5
Smart Platform Underpins SiteMinder Optimism

Jun 18 2025 - Small Caps
6
Corporate Travel: Happy Above Downtrend Line

May 20 2025 - Technicals
7
Flight Centre: A Downgrade Anticipated

May 02 2025 - Australia
8
Corporate Travel Eyes Strong Growth Rebound

Mar 07 2025 - Small Caps
9
Is SiteMinder’s Re-Rating Just A Matter of Time?

Mar 06 2025 - Small Caps
10
Diverging Margins In Webjets’ Results

Dec 02 2024 - Australia