SITEMINDER LIMITED (SDR)
Share Price Analysis and Chart

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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

$6.57

01 Nov
2024

-0.060

OPEN

$6.55

-0.90%

HIGH

$6.62

373,441

LOW

$6.50

TARGET
$6.85 4.3% upside
OTHER COMPANIES IN THE SAME SECTOR
AIA . AIZ . CEH . CHL . CTD . EVT . EXP . FLT . HLO . KLS . QAN . SKO . SST . THL . VGL . VVA . WEB . WJL .
FNARENA'S MARKET CONSENSUS FORECASTS
SDR: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx - 9.5 - 3.5 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: N/A

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%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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Morgans

29/08/2024

1

Add

$6.50

-1.07%

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%

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UBS

xx/xx/xxxx

1

xxx

$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

Goldman Sachs

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Jarden

14/10/2024

1

Upgrade to Buy from Overweight

$7.48

13.85%

Jarden is ever more confident SiteMinder is one of the "higher quality tech" companies in the Small Ordinaries index as the optimal channel manager for small to medium sized hotels.

The analyst stresses a high level of confidence in the company's new products succeeding due to a robust market positioning and fit, a positive track record for adding new products and net new transaction product adds increasing to 630 per month from around 350 per month in the past three years.

The rating is upgraded to Buy from Overweight. Target price lifts to $7.48 from $5.89. Jarden believes consensus is not adequately including the potential for significant revenue growth from new products.

FORECAST
Jarden forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -5.60 cents.
Jarden forecasts a full year FY26 EPS of minus -1.50 cents.

Wilsons

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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SDR STOCK CHART

FNArena News on SDR

1
Rudi’s View: US Earnings & The Election

Oct 31 2024 - Rudi's View
2
Australian Broker Call *Extra* Edition – Oct 31, 2024

Oct 31 2024 - Daily Market Reports
3
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Oct 24 2024 - Rudi's View
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In Case You Missed It – BC Extra Upgrades & Downgrades – 18-10-24

Oct 18 2024 - Weekly Reports

Latest Travel, Leisure & Tourism News

1
What Happened To WEB Travel’s Growth Outlook?

Oct 17 2024 - Small Caps
2
Upside For The New Webjet(s)

Sep 26 2024 - Australia
3
SiteMinder To Thrive On New Product Launches

Aug 06 2024 - Small Caps
4
In Brief: It’s Not The Economy, Stupid!

Jul 05 2024 - Weekly Reports
5
SiteMinder Travelling Well

May 01 2024 - Small Caps
6
Webjet’s B2B Opportunity

Apr 15 2024 - Australia
7
Stars Are Aligning For SiteMinder

Aug 02 2023 - Small Caps
8
Treasure Chest: Corporate Travel Management

Jun 20 2023 - Treasure Chest
9
Treasure Chest: The WebBed Opportunity For Webjet

Jun 07 2023 - Treasure Chest
10
Helloworld Turnaround Now Includes Europe

Mar 28 2023 - Small Caps