SITEMINDER LIMITED (SDR)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

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

$6.07

20 Dec
2024

-0.320

OPEN

$6.34

-5.01%

HIGH

$6.40

5,566,911

LOW

$6.07

TARGET
$6.94 14.3% 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 - 3.4 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 © 2024 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

1.0

No. Of Recommendations

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

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgans

29/08/2024

1

Add

$6.50

7.08%

While subscribers, revenue, annual recurring revenue (ARR) and cashflow were all in line with SiteMinder's recent 4Q trading update, the overall result came in below expectations held by Morgans and consensus.

The broker upgrades its FY26 underlying EBITDA forecast by 8.9% driven by including the Smart Platform in forecasts.

While bullish on the overall opportunity in front of SiteMinder, the analysts caution investors to expect share price volatility if revenue doesn't accelerate in H2 of FY25. On the other hand, should new products perform as guided/expected the share price should rise.

The Add rating is kept, and the target rises to $6.50 from $6.25. 

FORECAST
Morgans forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -4.20 cents.
Morgans forecasts a full year FY26 dividend of 0.00 cents and EPS of 2.10 cents.

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
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

Wilsons

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Goldman Sachs

31/10/2024

3

Neutral

$6.10

0.49%

SiteMinder’s Q1 FY25 update displayed growth in property and transaction product adoption despite global travel demand normalising, explains Goldman Sachs.

The analysts note key developments include the successful launch of Smart Distribution, expected to drive revenue growth by over $15m annually from FY26, alongside updated long-term incentive (LTI) performance measures.

Goldman Sachs has increased its price target to $6.10 from $5.70, maintaining a Neutral rating due to valuation concerns, while also recognising SiteMinder's growth trajectory in the hospitality technology market.

FORECAST
Goldman Sachs forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -3.00 cents.
Goldman Sachs forecasts a full year FY26 dividend of 0.00 cents and EPS of 3.00 cents.

Jarden

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
Access Extra Coverage Research History >

SDR STOCK CHART

FNArena News on SDR

1
Rudi’s View: Banks, WiseTech, Redox & Integral Diagnostics

Dec 19 2024 - Rudi's View
2
Rudi’s View: Best Buys & Smaller Cap Favourites

Dec 12 2024 - Rudi's View
3
Rudi’s View: In Santa We Trust (?)

Dec 05 2024 - Rudi's View
4
Rudi’s View: Trump Beneficiaries & TechOne

Nov 28 2024 - Rudi's View
5
Rudi’s View: The Importance Of ‘Quality’ Growth

Nov 21 2024 - Rudi's View

Latest Travel, Leisure & Tourism News

1
Diverging Margins In Webjets’ Results

Dec 02 2024 - Australia
2
What Happened To WEB Travel’s Growth Outlook?

Oct 17 2024 - Small Caps
3
Upside For The New Webjet(s)

Sep 26 2024 - Australia
4
SiteMinder To Thrive On New Product Launches

Aug 06 2024 - Small Caps
5
In Brief: It’s Not The Economy, Stupid!

Jul 05 2024 - Weekly Reports
6
SiteMinder Travelling Well

May 01 2024 - Small Caps
7
Webjet’s B2B Opportunity

Apr 15 2024 - Australia
8
Stars Are Aligning For SiteMinder

Aug 02 2023 - Small Caps
9
Treasure Chest: Corporate Travel Management

Jun 20 2023 - Treasure Chest
10
Treasure Chest: The WebBed Opportunity For Webjet

Jun 07 2023 - Treasure Chest