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

$7.00

17 Sep
2025

0.070

OPEN

$6.92

1.01%

HIGH

$7.01

825,435

LOW

$6.85

TARGET
$7.88

+0.09 change from previous day

 12.6% 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 FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx - 9.1 - 0.5 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

0.9

No. Of Recommendations

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

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

2

xxxxxxx xx xxxxxxxxxx xxxx xxxx

$xx.xx

xx.xx%

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Macquarie

28/08/2025

1

Outperform

$8.11

15.86%

SiteMinder reported an inline FY25 result with 19% growth in revenue on the prior year, which met analyst expectations but was viewed as robust against the market's lower confidence. Underlying earnings (EBITDA) grew noticeably to $14m versus $1m in FY24.

Positive free cash flow was a first for the company, and annual recurring revenue of $273m was considered a standout and has de-risked FY26 expectations of circa $282m. Scope for further acceleration exists with the Smart Platform ramp-up.

Macquarie highlights the stock has re-rated since initiating coverage and expects a further re-rating going forward, with management's track record of meeting or beating expectations and the ramp-up in Smart Platform, which will boost revenue growth to the 30% target.

The analyst's earnings forecasts are largely unchanged. Target price rises 33% to $8.11 from $6.09. The Investor Day is slated for September 23. No change to Outperform rating.

FORECAST
Macquarie forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -0.30 cents.
Macquarie forecasts a full year FY27 dividend of 0.00 cents and EPS of 7.70 cents.

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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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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Wilsons

04/09/2025

3

Downgrade to Market Weight from Overweight

$7.00

0%

Wilsons lowers its rating to Market Weight from Overweight and raises its price target to $7.00 from $6.44.

The broker notes FY25 revenue rose 19% to $224.3m, in line with expectations, while ARR accelerated to $273m (up 31%) and Net Property additions increased by 2.9k in 2H.

EBITDA of $28.8m was slightly below forecasts due to higher G&A, though maiden annual free cash flow of $4.7m was achieved.

Smart Products contributed mid-single digit revenue with Smart Distribution the main driver, while Channels Plus adoption passed 5k Properties and DR-plus v2.0 is set to launch, the analysts highlight.

FORECAST
Wilsons forecasts a full year FY26 dividend of 0.00 cents and EPS of 0.10 cents.
Wilsons forecasts a full year FY27 dividend of 0.00 cents and EPS of 8.60 cents.

Jarden

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Extra Coverage Research History >

SDR STOCK CHART

FNArena News on SDR

1
Rudi’s View: August Results; Standouts, Turnarounds, Failures & Misfits

Sep 10 2025 - Rudi's View
2
Weekly Ratings, Targets, Forecast Changes – 05-09-25

Sep 08 2025 - Weekly Reports
3
In Case You Missed It – BC Extra Upgrades & Downgrades – 05-09-25

Sep 05 2025 - Weekly Reports
4
Australian Broker Call *Extra* Edition – Sep 04, 2025

Sep 04 2025 - Daily Market Reports
5
FNArena Corporate Results Monitor – 28-08-2025

Aug 28 2025 - Australia

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
Corporate Travel Eyes Strong Growth Rebound

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