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

$7.54

02 Oct
2025

0.290

OPEN

$7.34

4.00%

HIGH

$7.56

1,753,915

LOW

$7.30

TARGET
$8.097 7.4% 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 - 0.6 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 © 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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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

02/09/2025

2

Upgrade to Accumulate from Hold

$8.10

7.43%

Morgans raises its target for SiteMinder to $8.10 from $4.90 and upgrades to Accumulate from Hold following FY25 results.

While results were in line with the broker's expectations, subscription growth accelerated to 17% in H2. Transaction annual recurring revenue (ARR) also lifted 48%, well ahead of revenue growth, supported by the Smart Platform explain the analysts.

Delivery of positive underlying free cash flow (FCF) was another key positive takeaway for Morgans.

Guidance for FY26 revenue of $280m was broadly in line with consensus, observes the broker, with Smart Distribution and Channels Plus adding incremental growth. 

Morgans believes the earnings downgrade cycle is over for the company, and remains attracted to SiteMinder's opportunity to monetise $85bn of gross booking value (GBV).

FORECAST
Morgans forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -0.80 cents.
Morgans forecasts a full year FY27 dividend of 0.00 cents and EPS of 4.40 cents.

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$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

Jarden

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Moelis

25/09/2025

1

Buy

$8.51

12.86%

SiteMinder's 2025 investor day reinforced Moelis’ view on the strategic value of scale and the strength of the company's channel management platform.

Channels Plus sign-ups are outpacing previous product launches, highlights the broker, with early case studies demonstrating over 3% booking contribution.

Meanwhile, the Dynamic Revenue Plus rollout remains on track for FY26, with upselling progressing steadily and analytics integration adding depth, observes the analyst.

Management highlighted the opportunity to lift gross booking value capture to circa 1.5% from around 0.3%, supported by Smart Platform products.

Market potential was re-framed by management to room count, with SiteMinder currently at 9.6% penetration. The broker estimates a rise to 15.3% by FY35.

Target $8.51. Buy rating.

FORECAST
Moelis forecasts a full year FY26 dividend of 0.00 cents and EPS of 2.20 cents.
Moelis forecasts a full year FY27 dividend of 0.00 cents and EPS of 10.00 cents.

Wilsons

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxx xxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Access Extra Coverage Research History >

SDR STOCK CHART

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