SiteMinder Limited (AU:SDR)
ASX:SDR
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SiteMinder Limited
(Sydney:SDR)
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Select Model
Rating:47Neutral
Price Target:
AU$3.00
▲(0.00% Upside)
Action:ReiteratedDate:02/27/26
The score is held back primarily by weak technicals (price below key moving averages and negative MACD) and a loss-making valuation profile (negative P/E). Offsetting this somewhat are improving fundamentals in revenue and cash flow, plus manageable leverage, but profitability and returns remain a major constraint.
Positive Factors
Recurring SaaS business & network effects
SiteMinder’s subscription SaaS model and two-sided connectivity network produce predictable recurring revenue and increasing platform value as properties and distribution partners scale. This durable model supports retention, cross-sell opportunities and long-term customer lifetime value.
Negative Factors
Persistent unprofitability
Ongoing negative net margins indicate the company still fails to convert revenue into sustainable profits. Continued losses constrain retained earnings, limit capacity for dividend or buyback returns, and require either margin improvement or persistent external financing to scale.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring SaaS business & network effects
SiteMinder’s subscription SaaS model and two-sided connectivity network produce predictable recurring revenue and increasing platform value as properties and distribution partners scale. This durable model supports retention, cross-sell opportunities and long-term customer lifetime value.
Read all positive factors
SiteMinder Limited (SDR) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$847.41M
Dividend YieldN/A
Average Volume (3M)1.42M
Price to Earnings (P/E)―
Beta (1Y)1.72
Revenue Growth17.65%
EPS Growth3.70%
CountryAU
Employees680
SectorTechnology
Sector Strength88
IndustryTravel Services
Share Statistics
EPS (TTM)-0.01
Shares Outstanding282,469,480
10 Day Avg. Volume1,051,451
30 Day Avg. Volume1,417,710
Financial Highlights & Ratios
PEG Ratio12.14
Price to Book (P/B)20.61
Price to Sales (P/S)5.30
P/FCF Ratio52.42
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
AU$6.07Price Target Upside102.33% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering10
EPS Forecast (FY)-0.01
Revenue Forecast (FY)AU$275.88M
SiteMinder Limited Business Overview & Revenue Model
Company Description
SiteMinder Limited develops, markets, and sells online guest acquisition platform and commerce solutions for accommodation providers in Australia, the Asia Pacific, Europe, the Middle East, Africa, and the Americas. Its online guest acquisition pl...
How the Company Makes Money
SiteMinder primarily makes money by selling subscription-based access to its cloud software platform to accommodation providers. Revenue is typically generated through recurring SaaS fees tied to the use of its core products (e.g., channel managem...
SiteMinder Limited Financial Statement Overview
Summary
Income Statement
45
Neutral
Balance Sheet
50
Neutral
Cash Flow
60
Neutral
| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 250.93M | 224.45M | 190.67M | 151.38M | 116.45M | 100.76M |
| Gross Profit | 42.54M | 49.52M | 33.44M | -24.24M | -23.16M | 60.78M |
| EBITDA | 2.55M | -21.34M | -49.00K | -25.36M | -91.90M | -106.99M |
| Net Income | -15.40M | -24.51M | -25.13M | -49.30M | -110.39M | -121.77M |
Balance Sheet | ||||||
| Total Assets | 131.98M | 128.68M | 122.66M | 127.03M | 151.66M | 174.20M |
| Cash, Cash Equivalents and Short-Term Investments | 32.08M | 33.39M | 40.21M | 51.28M | 88.72M | 30.97M |
| Total Debt | 8.57M | 9.18M | 11.31M | 12.58M | 12.63M | 14.30M |
| Total Liabilities | 72.29M | 70.95M | 57.75M | 49.92M | 44.80M | 42.90M |
| Stockholders Equity | 59.70M | 57.73M | 64.91M | 77.12M | 106.87M | 131.30M |
Cash Flow | ||||||
| Free Cash Flow | 34.00M | 22.70M | -9.80M | -39.18M | -53.37M | -14.56M |
| Operating Cash Flow | 35.31M | 23.66M | 14.46M | -14.80M | -30.46M | 2.68M |
| Investing Cash Flow | -30.78M | -26.88M | -22.13M | 39.66M | -84.87M | -16.01M |
| Financing Cash Flow | -5.87M | -4.45M | -3.14M | -1.07M | 111.42M | -2.27M |
SiteMinder Limited Technical Analysis
Negative
3.00
Price Trends
4.03
Negative
5.20
Negative
5.56
Negative
Market Momentum
-0.30
Negative
39.35
Neutral
27.98
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:SDR, the sentiment is Negative. The current price of 3 is below the 20-day moving average (MA) of 3.20, below the 50-day MA of 4.03, and below the 200-day MA of 5.56, indicating a bearish trend. The MACD of -0.30 indicates Negative momentum. The RSI at 39.35 is Neutral, neither overbought nor oversold. The STOCH value of 27.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:SDR.
SiteMinder Limited Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
79 Outperform | AU$2.35B | 36.55 | 7.19% | 1.37% | -4.98% | -42.11% | |
66 Neutral | AU$236.52M | 2.44 | 9.92% | 7.57% | -14.10% | -5.99% | |
62 Neutral | AU$2.38B | 13.27 | 9.09% | 2.63% | 2.70% | -22.30% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
54 Neutral | AU$947.50M | 13.26 | -12.34% | ― | -8.73% | -99.88% | |
47 Neutral | AU$847.41M | -86.22 | -26.22% | ― | 17.65% | 3.70% | |
42 Neutral | AU$8.69M | -0.19 | 62.83% | ― | -55.08% | 65.45% |
* Technology Sector Average
AU:SDR
SiteMinder Limited
3.00
-1.77
-37.11%
AU:CTD
Corporate Travel Management Limited
16.07
0.75
4.90%
AU:FLT
Flight Centre Travel Group Limited
11.46
-2.61
-18.53%
AU:WEB
WEB Travel Group
2.87
-1.83
-38.94%
AU:HLO
Helloworld Travel Ltd
1.45
-0.03
-1.90%
AU:JAY
Jayride Group Ltd.
0.01
0.00
0.00%
SiteMinder Limited Corporate Events
Mitsubishi UFJ exits substantial holder position in SiteMinder
Mar 17, 2026
Mitsubishi UFJ Financial Group, Inc. has lodged a notice that it has ceased to be a substantial holder in SiteMinder Limited, following a series of trades in the company’s fully paid ordinary shares. The activity, largely involving entities ...
Mitsubishi UFJ’s First Sentier Group Ceases to Be Substantial Holder in SiteMinder
Mar 16, 2026
Mitsubishi UFJ Financial Group, through its affiliate First Sentier Investors and related entities, has lodged a notice that it has ceased to be a substantial shareholder in SiteMinder Limited. The change reflects a reduction in its relevant votin...
Mitsubishi UFJ exits substantial holder status in SiteMinder
Mar 11, 2026
Mitsubishi UFJ Financial Group has lodged a notice that it has ceased to be a substantial shareholder in SiteMinder Limited. The change follows a series of on-market trades on 6 March 2026, including sizeable sales of SiteMinder shares by entities...
First Sentier Group Ceases to Be Substantial Holder in SiteMinder
Mar 10, 2026
First Sentier Group Limited and a wide network of its related entities, ultimately associated with Mitsubishi UFJ Financial Group, have lodged a notice that they have ceased to be a substantial holder in SiteMinder Limited as of 6 March 2026. The ...
SiteMinder Issues New Shares to Employee Trust Under Disclosure Exemption
Mar 3, 2026
SiteMinder Limited has issued 615,385 fully paid ordinary shares to the trustee of its Employee Share Trust, expanding the pool of equity available for staff incentives and aligning employee interests with long-term shareholder value. The company ...
FIL Limited Ceases to Be a Substantial Holder in SiteMinder
Feb 27, 2026
FIL Limited and its associated entities have disclosed that they have ceased to be a substantial holder in SiteMinder Limited as of 25 February 2026, after a series of on-market trades over 2025 and early 2026 reduced their voting interest below t...
Australian Retirement Trust Ceases to Be Substantial Holder in SiteMinder
Feb 27, 2026
Australian Retirement Trust Pty Ltd, as trustee for Australian Retirement Trust, has ceased to be a substantial shareholder in SiteMinder Limited as of 25 February 2026, according to a notice filed under Australia’s Corporations Act. The fil...
SiteMinder’s Smart Platform Drives Surging Growth and Profitability in H1FY26
Feb 24, 2026
SiteMinder reported strong half-year results to 31 December 2025, driven by accelerating adoption of its Smart Platform across products such as Dynamic Revenue Plus, Channels Plus and the Smart Distribution Program. Annualised recurring revenue ro...
SiteMinder Narrows Loss as Revenue Jumps but Net Tangible Assets Turn Negative
Feb 24, 2026
SiteMinder Limited reported a 25.5% rise in revenue to $131.1 million for the half-year ended 31 December 2025, while significantly reducing its after-tax loss to $4.8 million from $13.9 million a year earlier. The company did not declare any divi...
BlackRock Ceases to Be Substantial Holder in SiteMinder
Feb 9, 2026
BlackRock Group has filed a regulatory notice indicating it has ceased to be a substantial holder in SiteMinder Limited, the hotel technology provider listed under ACN 121 931 744. The change, formally lodged under Australia’s Corporations A...
SiteMinder Tightens Insider Trading Controls With Updated Securities Policy
Feb 5, 2026
SiteMinder Limited has updated its Securities Trading Policy, lodging the revised framework with the ASX as part of its ongoing governance arrangements. Key changes include the removal of trading blackouts linked to Appendix 3C filings, the introd...
Mitsubishi UFJ Exits Substantial Shareholding in SiteMinder
Feb 2, 2026
Mitsubishi UFJ Financial Group has lodged a notice that it has ceased to be a substantial holder in SiteMinder Limited, following a series of transactions involving entities it controls, including First Sentier Group Limited and Morgan Stanley. Th...
Mitsubishi UFJ-Linked Funds Exit Substantial Holding in SiteMinder
Jan 30, 2026
Mitsubishi UFJ Financial Group and its related entities, including First Sentier Group and various affiliated investment and asset management companies, have lodged a notice that they have ceased to be substantial shareholders in SiteMinder Limite...
SiteMinder Records Lapse of 184,740 Performance Rights After Hurdles Missed
Jan 14, 2026
SiteMinder Limited has announced the lapse of 184,740 performance rights (ASX code: SDRAO) as of 31 December 2025, after the conditions attached to those rights were not met or became incapable of being satisfied. The cessation of these securities...
SiteMinder to Issue Over 1.2 Million Unquoted Performance Rights Under Employee Incentive Plan
Jan 12, 2026
SiteMinder Limited has notified the ASX of the planned issue of 1,239,596 unquoted performance rights under its employee incentive scheme, with an issue date of 31 December 2025. The new securities, which are subject to transfer restrictions and w...
SiteMinder Cuts Potential Dilution as Performance Rights and Options Lapse
Jan 7, 2026
SiteMinder Limited has notified the market of the cessation of several classes of equity-based securities as at 31 December 2025, including 19,302 performance rights that lapsed because conditions were not met, and a combined total of over 500,000...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.