SiteMinder（SDR）株式概要SiteMinder Limitedは、その子会社とともに、アジア太平洋、ヨーロッパ、中東、アフリカ、アメリカ大陸でソフトウェアとオンライン・ライセンシング・ソリューションを提供している。 詳細SDR ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長5/6過去の実績0/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より49.3%で取引されている 収益は年間58.9%増加すると予測されています 過去5年間の収益は年間46.4%増加しました。 リスク分析リスクチェックの結果、SDR 、リスクは検出されなかった。すべてのリスクチェックを見るSDR Community Fair Values Create NarrativeSee what 43 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueAU$Current PriceAU$2.6630.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-126m589m2016201920222025202620282031Revenue AU$589.1mEarnings AU$71.0mAdvancedSet Fair ValueView all narrativesSiteMinder Limited 競合他社Catapult SportsSymbol: ASX:CATMarket cap: AU$1.0bHansen TechnologiesSymbol: ASX:HSNMarket cap: AU$973.5mFINEOS Corporation HoldingsSymbol: ASX:FCLMarket cap: AU$903.5mObjectiveSymbol: ASX:OCLMarket cap: AU$1.0b価格と性能株価の高値、安値、推移の概要SiteMinder過去の株価現在の株価AU$2.6652週高値AU$7.9652週安値AU$2.60ベータ1.141ヶ月の変化-19.88%3ヶ月変化-30.00%1年変化-39.55%3年間の変化-14.19%5年間の変化n/aIPOからの変化-62.05%最新ニュースPrice Target Changed • Feb 26Price target decreased by 7.4% to AU$7.15Down from AU$7.72, the current price target is an average from 17 analysts. New target price is 105% above last closing price of AU$3.49. Stock is down 36% over the past year. The company is forecast to post a net loss per share of AU$0.0085 next year compared to a net loss per share of AU$0.091 last year.Breakeven Date Change • Feb 26Forecast breakeven date pushed back to 2027The 17 analysts covering SiteMinder previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 89% to 2026. The company is expected to make a profit of AU$16.0m in 2027. Average annual earnings growth of 60% is required to achieve expected profit on schedule.分析記事 • Feb 06SiteMinder Limited's (ASX:SDR) Popularity With Investors Under Threat As Stock Sinks 32%Unfortunately for some shareholders, the SiteMinder Limited ( ASX:SDR ) share price has dived 32% in the last thirty...Buy Or Sell Opportunity • Feb 04Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 34% to AU$4.52. The fair value is estimated to be AU$5.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 60%.分析記事 • Jan 16SiteMinder (ASX:SDR) Is In A Strong Position To Grow Its BusinessThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...お知らせ • Jan 06SiteMinder Limited to Report First Half, 2026 Results on Feb 25, 2026SiteMinder Limited announced that they will report first half, 2026 results on Feb 25, 2026最新情報をもっと見るRecent updatesPrice Target Changed • Feb 26Price target decreased by 7.4% to AU$7.15Down from AU$7.72, the current price target is an average from 17 analysts. New target price is 105% above last closing price of AU$3.49. Stock is down 36% over the past year. The company is forecast to post a net loss per share of AU$0.0085 next year compared to a net loss per share of AU$0.091 last year.Breakeven Date Change • Feb 26Forecast breakeven date pushed back to 2027The 17 analysts covering SiteMinder previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 89% to 2026. The company is expected to make a profit of AU$16.0m in 2027. Average annual earnings growth of 60% is required to achieve expected profit on schedule.分析記事 • Feb 06SiteMinder Limited's (ASX:SDR) Popularity With Investors Under Threat As Stock Sinks 32%Unfortunately for some shareholders, the SiteMinder Limited ( ASX:SDR ) share price has dived 32% in the last thirty...Buy Or Sell Opportunity • Feb 04Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 34% to AU$4.52. The fair value is estimated to be AU$5.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 60%.分析記事 • Jan 16SiteMinder (ASX:SDR) Is In A Strong Position To Grow Its BusinessThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...お知らせ • Jan 06SiteMinder Limited to Report First Half, 2026 Results on Feb 25, 2026SiteMinder Limited announced that they will report first half, 2026 results on Feb 25, 2026お知らせ • Dec 01SiteMinder Limited Announces Appointment of Samantha Lawson as an Independent Non-Executive Director of the Board, Effective December 1, 2025SiteMinder Limited announced the appointment of Samantha Lawson as an independent non-executive director of the Board, effective 1 December 2025. Samantha is a leading technology executive with expertise in artificial intelligence (AI), digital strategy, and product development. Samantha has held senior executive and board roles, including VP of AI and Digital at Optus where she notably led the introduction of Generative AI capabilities to enhance customer experience, sales conversion, and coding efficiency. Samantha's professional track record saw her recognised as the Digital Nation AI & Data Transformation Champion at the 2025 Digital Nation Awards, and as an honoree in the AFR's Women to Watch in 2025. Prior to her role at Optus, Samantha was the Chief Operating Officer and Board Director at Oxford VR, a Non-Executive Director at Silicon Quantum Computing, General Manager of Strategy and Innovation at the Commonwealth Bank, a Director at Faethm, and worked for the Boston Consulting Group. Samantha received a bachelor's degree from the University of Sydney, and an MBA from INSEAD.Recent Insider Transactions Derivative • Nov 08CEO, MD & Executive Director exercised options to buy AU$151k worth of stock.On the 5th of November, Sankar Narayan exercised options to buy 23k shares at a strike price of around AU$7.05, costing a total of AU$161k. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. Since December 2024, Sankar's direct individual holding has increased from 7.15m shares to 7.17m. Company insiders have collectively bought AU$285k more than they sold, via options and on-market transactions, in the last 12 months.Buy Or Sell Opportunity • Oct 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 68% to AU$7.54. The fair value is estimated to be AU$6.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 60%.Board Change • Oct 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Dean Stoecker was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 30SiteMinder Limited, Annual General Meeting, Oct 29, 2025SiteMinder Limited, Annual General Meeting, Oct 29, 2025. Location: hybrid meeting, Australia分析記事 • Sep 11Estimating The Fair Value Of SiteMinder Limited (ASX:SDR)Key Insights Using the 2 Stage Free Cash Flow to Equity, SiteMinder fair value estimate is AU$6.30 SiteMinder's AU$7.07...Price Target Changed • Aug 28Price target increased by 13% to AU$7.00Up from AU$6.18, the current price target is an average from 17 analysts. New target price is 5.1% above last closing price of AU$6.66. Stock is up 34% over the past year. The company is forecast to post earnings per share of AU$0.0092 next year compared to a net loss per share of AU$0.091 last year.分析記事 • Aug 27SiteMinder Limited's (ASX:SDR) 34% Share Price Surge Not Quite Adding UpDespite an already strong run, SiteMinder Limited ( ASX:SDR ) shares have been powering on, with a gain of 34% in the...Buy Or Sell Opportunity • Aug 27Now 33% overvalued after recent price riseOver the last 90 days, the stock has risen 43% to AU$6.60. The fair value is estimated to be AU$4.94, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 60%.Reported Earnings • Aug 27Full year 2025 earnings released: AU$0.09 loss per share (vs AU$0.095 loss in FY 2024)Full year 2025 results: AU$0.09 loss per share (improved from AU$0.095 loss in FY 2024). Revenue: AU$224.8m (up 18% from FY 2024). Net loss: AU$24.5m (loss narrowed 2.5% from FY 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 02SiteMinder Limited Announces Retirement of Aaron Mckenzie as Company Secretary, Effective September 26, 2025SiteMinder Limited announced that Mr. Aaron McKenzie is retiring as Company Secretary effective 26 September 2025. The Company will make a further announcement in due course regarding the appointment of a new Company Secretary.お知らせ • Jun 06SiteMinder Limited to Report Fiscal Year 2025 Results on Aug 27, 2025SiteMinder Limited announced that they will report fiscal year 2025 results on Aug 27, 2025Price Target Changed • May 08Price target decreased by 7.0% to AU$6.38Down from AU$6.86, the current price target is an average from 14 analysts. New target price is 65% above last closing price of AU$3.87. Stock is down 30% over the past year. The company is forecast to post a net loss per share of AU$0.054 next year compared to a net loss per share of AU$0.095 last year.分析記事 • Mar 07SiteMinder Limited's (ASX:SDR) Earnings Haven't Escaped The Attention Of InvestorsWhen close to half the companies in the Software industry in Australia have price-to-sales ratios (or "P/S") below...Major Estimate Revision • Mar 04Consensus EPS estimates fall by 53%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from AU$237.4m to AU$227.3m. Losses expected to increase from AU$0.033 per share to AU$0.051. Software industry in Australia expected to see average net income growth of 42% next year. Consensus price target down from AU$7.02 to AU$6.85. Share price fell 24% to AU$4.87 over the past week.Reported Earnings • Feb 27First half 2025 earnings: Revenues miss analyst expectationsFirst half 2025 results: Revenue: AU$104.4m (up 14% from 1H 2024). Net loss: AU$8.98m (loss narrowed 40% from 1H 2024). Revenue missed analyst estimates by 4.8%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia.分析記事 • Dec 04Calculating The Fair Value Of SiteMinder Limited (ASX:SDR)Key Insights The projected fair value for SiteMinder is AU$6.95 based on 2 Stage Free Cash Flow to Equity Current share...お知らせ • Nov 20SiteMinder Limited to Report First Half, 2025 Results on Feb 26, 2025SiteMinder Limited announced that they will report first half, 2025 results on Feb 26, 2025Recent Insider Transactions • Oct 03Non-Executive Director recently sold AU$85m worth of stockOn the 30th of September, Leslie Szekely sold around 14m shares on-market at roughly AU$6.10 per share. This transaction amounted to 90% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$85m more than they bought in the last 12 months.分析記事 • Oct 03Investors Appear Satisfied With SiteMinder Limited's (ASX:SDR) Prospects As Shares Rocket 30%SiteMinder Limited ( ASX:SDR ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...お知らせ • Sep 30SiteMinder Limited, Annual General Meeting, Oct 28, 2024SiteMinder Limited, Annual General Meeting, Oct 28, 2024. Location: at bond store 3, 30 windmill street, millers point, sydney nsw 2000, sydney AustraliaMajor Estimate Revision • Sep 02Consensus EPS estimates fall by 39%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -AU$0.027 to -AU$0.037 per share. Revenue forecast unchanged at AU$238.3m. Software industry in Australia expected to see average net income growth of 53% next year. Consensus price target broadly unchanged at AU$6.53. Share price fell 7.3% to AU$4.86 over the past week.分析記事 • Aug 29SiteMinder Limited (ASX:SDR) Just Released Its Yearly Results And Analysts Are Updating Their EstimatesSiteMinder Limited ( ASX:SDR ) shareholders are probably feeling a little disappointed, since its shares fell 5.7% to...Reported Earnings • Aug 28Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: AU$0.095 loss per share (improved from AU$0.19 loss in FY 2023). Revenue: AU$190.8m (up 26% from FY 2023). Net loss: AU$25.1m (loss narrowed 49% from FY 2023). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Australia.お知らせ • Jul 13SiteMinder Limited to Report Fiscal Year 2024 Results on Aug 27, 2024SiteMinder Limited announced that they will report fiscal year 2024 results on Aug 27, 2024Breakeven Date Change • Jul 09Forecast to breakeven in 2026The 16 analysts covering SiteMinder expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$14.2m in 2026. Average annual earnings growth of 75% is required to achieve expected profit on schedule.分析記事 • Apr 24Is There An Opportunity With SiteMinder Limited's (ASX:SDR) 33% Undervaluation?Key Insights SiteMinder's estimated fair value is AU$8.38 based on 2 Stage Free Cash Flow to Equity SiteMinder is...分析記事 • Apr 06Why SiteMinder Limited (ASX:SDR) Could Be Worth WatchingSiteMinder Limited ( ASX:SDR ), might not be a large cap stock, but it received a lot of attention from a substantial...Reported Earnings • Feb 28First half 2024 earnings: EPS misses analyst expectationsFirst half 2024 results: AU$0.056 loss per share (improved from AU$0.098 loss in 1H 2023). Revenue: AU$91.8m (up 28% from 1H 2023). Net loss: AU$14.9m (loss narrowed 42% from 1H 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia.Breakeven Date Change • Feb 27Forecast to breakeven in 2026The 14 analysts covering SiteMinder expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$13.4m in 2026. Average annual earnings growth of 74% is required to achieve expected profit on schedule.Buy Or Sell Opportunity • Jan 30Now 20% undervaluedOver the last 90 days, the stock has risen 33% to AU$5.48. The fair value is estimated to be AU$6.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 59% in 2 years. Earnings are forecast to grow by 99% in the next 2 years.Breakeven Date Change • Jan 17Forecast breakeven date moved forward to 2025The 14 analysts covering SiteMinder previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 62% to 2024. The company is expected to make a profit of AU$227.4k in 2025. Average annual earnings growth of 71% is required to achieve expected profit on schedule.分析記事 • Nov 08Are Investors Undervaluing SiteMinder Limited (ASX:SDR) By 34%?Key Insights SiteMinder's estimated fair value is AU$7.09 based on 2 Stage Free Cash Flow to Equity Current share price...Breakeven Date Change • Nov 02Forecast breakeven date pushed back to 2026The 15 analysts covering SiteMinder previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 96% per year to 2025. The company is expected to make a profit of AU$15.4m in 2026. Average annual earnings growth of 72% is required to achieve expected profit on schedule.Reported Earnings • Aug 23Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: AU$0.19 loss per share (improved from AU$0.55 loss in FY 2022). Revenue: AU$152.3m (up 31% from FY 2022). Net loss: AU$49.3m (loss narrowed 55% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 28%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia.Price Target Changed • Aug 01Price target increased by 7.7% to AU$4.96Up from AU$4.61, the current price target is an average from 16 analysts. New target price is 17% above last closing price of AU$4.26. Stock is up 1.4% over the past year. The company is forecast to post a net loss per share of AU$0.15 next year compared to a net loss per share of AU$0.55 last year.Breakeven Date Change • Jun 30Forecast to breakeven in 2026The 14 analysts covering SiteMinder expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$13.4m in 2026. Average annual earnings growth of 73% is required to achieve expected profit on schedule.分析記事 • May 05SiteMinder Limited's (ASX:SDR) P/S Is On The MarkSiteMinder Limited's ( ASX:SDR ) price-to-sales (or "P/S") ratio of 6.7x may look like a poor investment opportunity...Breakeven Date Change • Feb 23Forecast to breakeven in 2025The 12 analysts covering SiteMinder expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 60% per year to 2024. The company is expected to make a profit of AU$2.44m in 2025. Average annual earnings growth of 76% is required to achieve expected profit on schedule.お知らせ • Feb 15SiteMinder Limited Announces Retirement of Michael Ford as a Non-Executive DirectorSiteMinder Limited announced that Michael Ford has retired from his position as a Non-Executive Director of SiteMinder, effective from the close of business on 14 February 2023. Mike co-founded SiteMinder more than 15 years ago and, in his previous role as CEO, helped develop SiteMinder into a leading hotel software provider that services 36,600 hoteliers spanning more than 150 countries. Mike handed over the position of CEO to Sankar Narayan in 2019 and remained on the Board through the company's initial public offering in 2021. Having seen the company achieve a return to pre-covid revenue growth levels of 30% during the last 12 months, Mike has decided to step down as a Non-Executive Director to pursue other interests. Mike will continue to lend his expertise to SiteMinder under the consultancy agreement signed on 3 May 2022, advising management as an industry expert on strategy and other key business functions. SiteMinder's Board, led by independent Chair Pat O'Sullivan, is well balanced between its two long-serving non-executive directors, who each have valuable corporate history to contribute, its CEO, Sankar Narayan, and its three relatively newer independent directors, who bring fresh ideas and perspectives shaped by their experience as entrepreneurs, sitting on other company boards and in senior executive roles.Breakeven Date Change • Feb 12No longer forecast to breakevenThe 12 analysts covering SiteMinder no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$906.5k in 2025. New consensus forecast suggests the company will make a loss of AU$1.02m in 2025.Breakeven Date Change • Jan 31No longer forecast to breakevenThe 11 analysts covering SiteMinder no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$919.0k in 2025. New consensus forecast suggests the company will make a loss of AU$47.2k in 2025.Breakeven Date Change • Jan 30No longer forecast to breakevenThe analyst covering SiteMinder no longer expects the company to break even during the foreseeable future. The company was expected to make a profit of AU$262.4k in 2025. New forecast suggests the company will make a loss of AU$1.59m in 2025.分析記事 • Jan 13Estimating The Intrinsic Value Of SiteMinder Limited (ASX:SDR)Key Insights SiteMinder's estimated fair value is AU$4.0 based on 2 Stage Free Cash Flow to Equity Current share price...お知らせ • Dec 20SiteMinder Announces the Appointment of Tim Howard to the Position of Chief Financial Officer, Effective January 9 2023SiteMinder announced the appointment of Tim Howard to the position of Chief Financial Officer, effective January 9 2023. Joining the executive leadership team in January as Chief Financial Officer, Tim Howard brings more than 20 years of commercial and corporate finance experience in technology companies to SiteMinder. Previously, Tim was CFO and COO at data analytics and AI-enabled messaging platform Ortto (previously Autopilot), a Blackbird SaaS business. Tim was also previously an Operating Partner with private equity firm Allegro Funds, and spent 11 years with Apple where he held multiple roles, including Chief Financial Officer of the Education and Retail Channels in EMEA and Head of Commercial in APAC. Tim is a qualified CPA with an MBA from London Business School, and a Bachelor of Commerce (Hons) degree from University of Sydney.お知らせ • Dec 19SiteMinder Announces the Promotion of Jonathan Kenny to the Role of Chief Operating Officer, Effective January 9 2023SiteMinder announced the promotion of Jonathan Kenny to the role of Chief Operating Officer, effective January 9 2023. SiteMinder's Chief Financial Officer since 2018, Jonathan has more than 20 years' experience scaling large operational teams for growth in both private and public companies, including then ASX-listed RP Data (Corelogic), where he was Chief Operating Officer, and ASX-listed 3PL, where he was CFO and interim CEO. The company announced the promotion of Jonathan Kenny to the role of Chief Operating Officer at SiteMinder.Breakeven Date Change • Dec 15No longer forecast to breakevenThe 10 analysts covering SiteMinder no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$2.44m in 2025. New consensus forecast suggests the company will make a loss of AU$660.5k in 2025.Price Target Changed • Nov 16Price target decreased to AU$5.13Down from AU$5.55, the current price target is an average from 9 analysts. New target price is 69% above last closing price of AU$3.03. Stock is down 56% over the past year. The company is forecast to post a net loss per share of AU$0.13 next year compared to a net loss per share of AU$0.55 last year.お知らせ • Sep 15SiteMinder Appoints Dean Stoecker as a Non-Executive DirectorSiteMinder announced the appointment of Dean A. Stoecker as an independent non-executive director of the Board, effective 15 September 2022. Dean is an American entrepreneur and businessman, who in 1997 co-founded a company, known as the software giant Alteryx. Alteryx is the leader in automating analytics and data-driven business processes, playing a key role in making data-driven tools accessible at all levels of the world's leading organisations. Dean is currently Alteryx's Executive Chairman and was previously its Chief Executive Officer. Before founding Alteryx, Dean was Director - Enterprise Solutions at Integration Technologies Inc, Principal at Donnelley Marketing Information Services, Vice President - Sales at Strategic Mapping Inc, and Regional Manager - Sales at Dun & Bradstreet. Dean received a bachelor's degree from the University of Colorado, and an MBA from Pepperdine University. He resides in Colorado Springs, Colorado. With his strong entrepreneurial and growth background, Dean's appointment as an independent non-executive director adds further diversity to SiteMinder's Board.Recent Insider Transactions • Sep 14Independent Non-Executive Chairman recently bought AU$50k worth of stockOn the 9th of September, Patrick Redmond O'Sullivan bought around 17k shares on-market at roughly AU$3.02 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Patrick Redmond's only on-market trade for the last 12 months.Major Estimate Revision • Aug 29Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from AU$143.0m to AU$146.4m. Forecast EPS reduced from -AU$0.10 to -AU$0.13 per share. Software industry in Australia expected to see average net income growth of 15% next year. Consensus price target down from AU$5.62 to AU$5.49. Share price fell 12% to AU$3.46 over the past week.分析記事 • Aug 26Here's What Analysts Are Forecasting For SiteMinder Limited (ASX:SDR) After Its Annual ResultsShareholders might have noticed that SiteMinder Limited ( ASX:SDR ) filed its full-year result this time last week. The...Reported Earnings • Aug 24Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: AU$0.55 loss per share (up from AU$0.92 loss in FY 2021). Revenue: AU$116.5m (up 16% from FY 2021). Net loss: AU$110.4m (loss narrowed 9.3% from FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 39%. Over the next year, revenue is forecast to grow 25%, compared to a 39% growth forecast for the Software industry in Australia.お知らせ • Aug 23+ 1 more updateSiteMinder Limited, Annual General Meeting, Oct 24, 2022SiteMinder Limited, Annual General Meeting, Oct 24, 2022, at 09:00 E. Australia Standard Time. Location: Screening Room 49 Market Street, QT Sydney Sydney Australia分析記事 • Aug 22We Think SiteMinder (ASX:SDR) Can Afford To Drive Business GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Breakeven Date Change • Aug 16Forecast to breakeven in 2025The 7 analysts covering SiteMinder expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$4.40m in 2025. Average annual earnings growth of 70% is required to achieve expected profit on schedule.分析記事 • Jul 26A Look At The Fair Value Of SiteMinder Limited (ASX:SDR)Today we will run through one way of estimating the intrinsic value of SiteMinder Limited ( ASX:SDR ) by projecting its...Recent Insider Transactions • May 17Independent Non-Executive Director recently bought AU$68k worth of stockOn the 16th of May, Kim Elizabeth Anderson bought around 15k shares on-market at roughly AU$4.50 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$111k more in shares than they have sold in the last 12 months.Major Estimate Revision • May 03Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -AU$0.32 to -AU$0.39 per share. Revenue forecast unchanged at AU$115.0m. Software industry in Australia expected to see average net income growth of 16% next year. Consensus price target down from AU$6.38 to AU$6.09. Share price rose 4.1% to AU$4.61 over the past week.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Kim Elizabeth Anderson was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 20SiteMinder Limited Appoints Kim Anderson as Non-Executive DirectorSiteMinder Limited announced the appointment of Kim Anderson as an independent non-executive director of the Board, effective 20 April 2022. Kim will also act as Chair of SiteMinder's People and Culture Committee. She is currently a non-executive director of Carsales, Marley Spoon AG, Invocare Ltd. and Infomedia. She serves as Chair of the Remuneration, People and Culture Committee on all her boards.Major Estimate Revision • Feb 22Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from AU$112.2m to AU$114.3m. Forecast EPS reduced from -AU$0.11 to -AU$0.30 per share. Software industry in Australia expected to see average net income growth of 26% next year. Consensus price target broadly unchanged at AU$7.01. Share price fell 4.0% to AU$5.78 over the past week.Reported Earnings • Feb 16First half 2022 earnings releasedFirst half 2022 results: Revenue: (flat on 1H 2021). Net income: (flat on 1H 2021). Profit margin: (in line with 1H 2021). Over the next year, revenue is forecast to grow 20%, compared to a 31% growth forecast for the industry in Australia.株主還元SDRAU SoftwareAU 市場7D-11.3%-2.4%-0.9%1Y-39.5%-48.3%2.7%株主還元を見る業界別リターン: SDR過去 1 年間で-48.3 % の収益を上げたAustralian Software業界を上回りました。リターン対市場: SDRは、過去 1 年間で2.7 % のリターンを上げたAustralian市場を下回りました。価格変動Is SDR's price volatile compared to industry and market?SDR volatilitySDR Average Weekly Movement11.1%Software Industry Average Movement11.2%Market Average Movement10.4%10% most volatile stocks in AU Market17.5%10% least volatile stocks in AU Market4.3%安定した株価: SDR 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: SDRの 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2006n/aSankar Narayanwww.siteminder.comSiteMinder Limitedは、その子会社とともに、アジア太平洋、ヨーロッパ、中東、アフリカ、アメリカ大陸でソフトウェアとオンライン・ライセンシング・ソリューションを提供している。同社は、オンライン宿泊客獲得プラットフォームを提供しており、これには、顧客がすべての接続予約サイトで同時に客室を販売することを可能にするChannel Manager、顧客がウェブサイト、ソーシャルメディアチャンネル、メタ検索を通じて宿泊客から直接予約を取ることを可能にするOnline Booking Engine、顧客が事前に構築されたテンプレートやデザインを活用してウェブサイトを作成することを可能にするオンラインツールHotel Website Builderが含まれる；ホテル・ビジネス・インテリジェンス（Hotel Business Intelligence）、顧客の意思決定を支援するデータ分析と洞察を提供するソフトウェア、リトル・ホテリエ（Little Hotelier）、予約、チェックインとチェックアウト、宿泊客情報のための不動産管理システム、サイトマインダー・エクスチェンジ（SiteMinder Exchange）、ホテル・アプリへの接続を提供するホテル・アプリ・ストア、サイトマインダー・マルチプロパティ（SiteMinder Multi-Property） キャンペーンと配信戦略の展開、意思決定、ホテル施設間の料金プランの作成と設定を行う。また、旅行代理店がホテルの客室、航空券、レンタカーにアクセスして予約できるネットワーク「グローバル・ディストリビューション・システム」、顧客が宿泊客からの安全なオンライン決済を処理できるホテル決済処理ソフトウェア「サイトマインダー・ペイ」、旅行者がさまざまな予約サイトからホテルの料金や在庫を確認できるホテル・メタサーチ「デマンド・プラス」、ホテルとオンライン旅行代理店の両方に接続性と顧客獲得サービスを提供する「スマート・ディストリビューション・プログラム」などのコマース・ソリューション製品も提供している。同社は宿泊施設プロバイダー、ホテルチェーン、個人ホテルオーナー、パートナーにサービスを提供している。旧社名はOnline Ventures Pty Ltdで、2020年5月にSiteMinder Limitedに社名変更した。同社は2006年に法人化され、オーストラリアのシドニーに本社を置いている。もっと見るSiteMinder Limited 基礎のまとめSiteMinder の収益と売上を時価総額と比較するとどうか。SDR 基礎統計学時価総額AU$749.93m収益（TTM）-AU$15.40m売上高(TTM)AU$251.02m3.0xP/Sレシオ-48.7xPER（株価収益率SDR は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計SDR 損益計算書（TTM）収益AU$251.02m売上原価AU$186.57m売上総利益AU$64.45mその他の費用AU$79.84m収益-AU$15.40m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）-0.055グロス・マージン25.67%純利益率-6.13%有利子負債／自己資本比率0%SDR の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 02:11終値2026/05/20 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SiteMinder Limited 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25 アナリスト機関Josh KannourakisBarrenjoey Markets Pty LimitedCameron HalkettCanaccord GenuitySiraj AhmedCitigroup Inc22 その他のアナリストを表示
Price Target Changed • Feb 26Price target decreased by 7.4% to AU$7.15Down from AU$7.72, the current price target is an average from 17 analysts. New target price is 105% above last closing price of AU$3.49. Stock is down 36% over the past year. The company is forecast to post a net loss per share of AU$0.0085 next year compared to a net loss per share of AU$0.091 last year.
Breakeven Date Change • Feb 26Forecast breakeven date pushed back to 2027The 17 analysts covering SiteMinder previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 89% to 2026. The company is expected to make a profit of AU$16.0m in 2027. Average annual earnings growth of 60% is required to achieve expected profit on schedule.
分析記事 • Feb 06SiteMinder Limited's (ASX:SDR) Popularity With Investors Under Threat As Stock Sinks 32%Unfortunately for some shareholders, the SiteMinder Limited ( ASX:SDR ) share price has dived 32% in the last thirty...
Buy Or Sell Opportunity • Feb 04Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 34% to AU$4.52. The fair value is estimated to be AU$5.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 60%.
分析記事 • Jan 16SiteMinder (ASX:SDR) Is In A Strong Position To Grow Its BusinessThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
お知らせ • Jan 06SiteMinder Limited to Report First Half, 2026 Results on Feb 25, 2026SiteMinder Limited announced that they will report first half, 2026 results on Feb 25, 2026
Price Target Changed • Feb 26Price target decreased by 7.4% to AU$7.15Down from AU$7.72, the current price target is an average from 17 analysts. New target price is 105% above last closing price of AU$3.49. Stock is down 36% over the past year. The company is forecast to post a net loss per share of AU$0.0085 next year compared to a net loss per share of AU$0.091 last year.
Breakeven Date Change • Feb 26Forecast breakeven date pushed back to 2027The 17 analysts covering SiteMinder previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 89% to 2026. The company is expected to make a profit of AU$16.0m in 2027. Average annual earnings growth of 60% is required to achieve expected profit on schedule.
分析記事 • Feb 06SiteMinder Limited's (ASX:SDR) Popularity With Investors Under Threat As Stock Sinks 32%Unfortunately for some shareholders, the SiteMinder Limited ( ASX:SDR ) share price has dived 32% in the last thirty...
Buy Or Sell Opportunity • Feb 04Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 34% to AU$4.52. The fair value is estimated to be AU$5.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 60%.
分析記事 • Jan 16SiteMinder (ASX:SDR) Is In A Strong Position To Grow Its BusinessThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
お知らせ • Jan 06SiteMinder Limited to Report First Half, 2026 Results on Feb 25, 2026SiteMinder Limited announced that they will report first half, 2026 results on Feb 25, 2026
お知らせ • Dec 01SiteMinder Limited Announces Appointment of Samantha Lawson as an Independent Non-Executive Director of the Board, Effective December 1, 2025SiteMinder Limited announced the appointment of Samantha Lawson as an independent non-executive director of the Board, effective 1 December 2025. Samantha is a leading technology executive with expertise in artificial intelligence (AI), digital strategy, and product development. Samantha has held senior executive and board roles, including VP of AI and Digital at Optus where she notably led the introduction of Generative AI capabilities to enhance customer experience, sales conversion, and coding efficiency. Samantha's professional track record saw her recognised as the Digital Nation AI & Data Transformation Champion at the 2025 Digital Nation Awards, and as an honoree in the AFR's Women to Watch in 2025. Prior to her role at Optus, Samantha was the Chief Operating Officer and Board Director at Oxford VR, a Non-Executive Director at Silicon Quantum Computing, General Manager of Strategy and Innovation at the Commonwealth Bank, a Director at Faethm, and worked for the Boston Consulting Group. Samantha received a bachelor's degree from the University of Sydney, and an MBA from INSEAD.
Recent Insider Transactions Derivative • Nov 08CEO, MD & Executive Director exercised options to buy AU$151k worth of stock.On the 5th of November, Sankar Narayan exercised options to buy 23k shares at a strike price of around AU$7.05, costing a total of AU$161k. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. Since December 2024, Sankar's direct individual holding has increased from 7.15m shares to 7.17m. Company insiders have collectively bought AU$285k more than they sold, via options and on-market transactions, in the last 12 months.
Buy Or Sell Opportunity • Oct 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 68% to AU$7.54. The fair value is estimated to be AU$6.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 60%.
Board Change • Oct 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Dean Stoecker was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 30SiteMinder Limited, Annual General Meeting, Oct 29, 2025SiteMinder Limited, Annual General Meeting, Oct 29, 2025. Location: hybrid meeting, Australia
分析記事 • Sep 11Estimating The Fair Value Of SiteMinder Limited (ASX:SDR)Key Insights Using the 2 Stage Free Cash Flow to Equity, SiteMinder fair value estimate is AU$6.30 SiteMinder's AU$7.07...
Price Target Changed • Aug 28Price target increased by 13% to AU$7.00Up from AU$6.18, the current price target is an average from 17 analysts. New target price is 5.1% above last closing price of AU$6.66. Stock is up 34% over the past year. The company is forecast to post earnings per share of AU$0.0092 next year compared to a net loss per share of AU$0.091 last year.
分析記事 • Aug 27SiteMinder Limited's (ASX:SDR) 34% Share Price Surge Not Quite Adding UpDespite an already strong run, SiteMinder Limited ( ASX:SDR ) shares have been powering on, with a gain of 34% in the...
Buy Or Sell Opportunity • Aug 27Now 33% overvalued after recent price riseOver the last 90 days, the stock has risen 43% to AU$6.60. The fair value is estimated to be AU$4.94, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 60%.
Reported Earnings • Aug 27Full year 2025 earnings released: AU$0.09 loss per share (vs AU$0.095 loss in FY 2024)Full year 2025 results: AU$0.09 loss per share (improved from AU$0.095 loss in FY 2024). Revenue: AU$224.8m (up 18% from FY 2024). Net loss: AU$24.5m (loss narrowed 2.5% from FY 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 02SiteMinder Limited Announces Retirement of Aaron Mckenzie as Company Secretary, Effective September 26, 2025SiteMinder Limited announced that Mr. Aaron McKenzie is retiring as Company Secretary effective 26 September 2025. The Company will make a further announcement in due course regarding the appointment of a new Company Secretary.
お知らせ • Jun 06SiteMinder Limited to Report Fiscal Year 2025 Results on Aug 27, 2025SiteMinder Limited announced that they will report fiscal year 2025 results on Aug 27, 2025
Price Target Changed • May 08Price target decreased by 7.0% to AU$6.38Down from AU$6.86, the current price target is an average from 14 analysts. New target price is 65% above last closing price of AU$3.87. Stock is down 30% over the past year. The company is forecast to post a net loss per share of AU$0.054 next year compared to a net loss per share of AU$0.095 last year.
分析記事 • Mar 07SiteMinder Limited's (ASX:SDR) Earnings Haven't Escaped The Attention Of InvestorsWhen close to half the companies in the Software industry in Australia have price-to-sales ratios (or "P/S") below...
Major Estimate Revision • Mar 04Consensus EPS estimates fall by 53%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from AU$237.4m to AU$227.3m. Losses expected to increase from AU$0.033 per share to AU$0.051. Software industry in Australia expected to see average net income growth of 42% next year. Consensus price target down from AU$7.02 to AU$6.85. Share price fell 24% to AU$4.87 over the past week.
Reported Earnings • Feb 27First half 2025 earnings: Revenues miss analyst expectationsFirst half 2025 results: Revenue: AU$104.4m (up 14% from 1H 2024). Net loss: AU$8.98m (loss narrowed 40% from 1H 2024). Revenue missed analyst estimates by 4.8%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia.
分析記事 • Dec 04Calculating The Fair Value Of SiteMinder Limited (ASX:SDR)Key Insights The projected fair value for SiteMinder is AU$6.95 based on 2 Stage Free Cash Flow to Equity Current share...
お知らせ • Nov 20SiteMinder Limited to Report First Half, 2025 Results on Feb 26, 2025SiteMinder Limited announced that they will report first half, 2025 results on Feb 26, 2025
Recent Insider Transactions • Oct 03Non-Executive Director recently sold AU$85m worth of stockOn the 30th of September, Leslie Szekely sold around 14m shares on-market at roughly AU$6.10 per share. This transaction amounted to 90% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$85m more than they bought in the last 12 months.
分析記事 • Oct 03Investors Appear Satisfied With SiteMinder Limited's (ASX:SDR) Prospects As Shares Rocket 30%SiteMinder Limited ( ASX:SDR ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...
お知らせ • Sep 30SiteMinder Limited, Annual General Meeting, Oct 28, 2024SiteMinder Limited, Annual General Meeting, Oct 28, 2024. Location: at bond store 3, 30 windmill street, millers point, sydney nsw 2000, sydney Australia
Major Estimate Revision • Sep 02Consensus EPS estimates fall by 39%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -AU$0.027 to -AU$0.037 per share. Revenue forecast unchanged at AU$238.3m. Software industry in Australia expected to see average net income growth of 53% next year. Consensus price target broadly unchanged at AU$6.53. Share price fell 7.3% to AU$4.86 over the past week.
分析記事 • Aug 29SiteMinder Limited (ASX:SDR) Just Released Its Yearly Results And Analysts Are Updating Their EstimatesSiteMinder Limited ( ASX:SDR ) shareholders are probably feeling a little disappointed, since its shares fell 5.7% to...
Reported Earnings • Aug 28Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: AU$0.095 loss per share (improved from AU$0.19 loss in FY 2023). Revenue: AU$190.8m (up 26% from FY 2023). Net loss: AU$25.1m (loss narrowed 49% from FY 2023). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Australia.
お知らせ • Jul 13SiteMinder Limited to Report Fiscal Year 2024 Results on Aug 27, 2024SiteMinder Limited announced that they will report fiscal year 2024 results on Aug 27, 2024
Breakeven Date Change • Jul 09Forecast to breakeven in 2026The 16 analysts covering SiteMinder expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$14.2m in 2026. Average annual earnings growth of 75% is required to achieve expected profit on schedule.
分析記事 • Apr 24Is There An Opportunity With SiteMinder Limited's (ASX:SDR) 33% Undervaluation?Key Insights SiteMinder's estimated fair value is AU$8.38 based on 2 Stage Free Cash Flow to Equity SiteMinder is...
分析記事 • Apr 06Why SiteMinder Limited (ASX:SDR) Could Be Worth WatchingSiteMinder Limited ( ASX:SDR ), might not be a large cap stock, but it received a lot of attention from a substantial...
Reported Earnings • Feb 28First half 2024 earnings: EPS misses analyst expectationsFirst half 2024 results: AU$0.056 loss per share (improved from AU$0.098 loss in 1H 2023). Revenue: AU$91.8m (up 28% from 1H 2023). Net loss: AU$14.9m (loss narrowed 42% from 1H 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia.
Breakeven Date Change • Feb 27Forecast to breakeven in 2026The 14 analysts covering SiteMinder expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$13.4m in 2026. Average annual earnings growth of 74% is required to achieve expected profit on schedule.
Buy Or Sell Opportunity • Jan 30Now 20% undervaluedOver the last 90 days, the stock has risen 33% to AU$5.48. The fair value is estimated to be AU$6.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 59% in 2 years. Earnings are forecast to grow by 99% in the next 2 years.
Breakeven Date Change • Jan 17Forecast breakeven date moved forward to 2025The 14 analysts covering SiteMinder previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 62% to 2024. The company is expected to make a profit of AU$227.4k in 2025. Average annual earnings growth of 71% is required to achieve expected profit on schedule.
分析記事 • Nov 08Are Investors Undervaluing SiteMinder Limited (ASX:SDR) By 34%?Key Insights SiteMinder's estimated fair value is AU$7.09 based on 2 Stage Free Cash Flow to Equity Current share price...
Breakeven Date Change • Nov 02Forecast breakeven date pushed back to 2026The 15 analysts covering SiteMinder previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 96% per year to 2025. The company is expected to make a profit of AU$15.4m in 2026. Average annual earnings growth of 72% is required to achieve expected profit on schedule.
Reported Earnings • Aug 23Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: AU$0.19 loss per share (improved from AU$0.55 loss in FY 2022). Revenue: AU$152.3m (up 31% from FY 2022). Net loss: AU$49.3m (loss narrowed 55% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 28%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia.
Price Target Changed • Aug 01Price target increased by 7.7% to AU$4.96Up from AU$4.61, the current price target is an average from 16 analysts. New target price is 17% above last closing price of AU$4.26. Stock is up 1.4% over the past year. The company is forecast to post a net loss per share of AU$0.15 next year compared to a net loss per share of AU$0.55 last year.
Breakeven Date Change • Jun 30Forecast to breakeven in 2026The 14 analysts covering SiteMinder expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$13.4m in 2026. Average annual earnings growth of 73% is required to achieve expected profit on schedule.
分析記事 • May 05SiteMinder Limited's (ASX:SDR) P/S Is On The MarkSiteMinder Limited's ( ASX:SDR ) price-to-sales (or "P/S") ratio of 6.7x may look like a poor investment opportunity...
Breakeven Date Change • Feb 23Forecast to breakeven in 2025The 12 analysts covering SiteMinder expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 60% per year to 2024. The company is expected to make a profit of AU$2.44m in 2025. Average annual earnings growth of 76% is required to achieve expected profit on schedule.
お知らせ • Feb 15SiteMinder Limited Announces Retirement of Michael Ford as a Non-Executive DirectorSiteMinder Limited announced that Michael Ford has retired from his position as a Non-Executive Director of SiteMinder, effective from the close of business on 14 February 2023. Mike co-founded SiteMinder more than 15 years ago and, in his previous role as CEO, helped develop SiteMinder into a leading hotel software provider that services 36,600 hoteliers spanning more than 150 countries. Mike handed over the position of CEO to Sankar Narayan in 2019 and remained on the Board through the company's initial public offering in 2021. Having seen the company achieve a return to pre-covid revenue growth levels of 30% during the last 12 months, Mike has decided to step down as a Non-Executive Director to pursue other interests. Mike will continue to lend his expertise to SiteMinder under the consultancy agreement signed on 3 May 2022, advising management as an industry expert on strategy and other key business functions. SiteMinder's Board, led by independent Chair Pat O'Sullivan, is well balanced between its two long-serving non-executive directors, who each have valuable corporate history to contribute, its CEO, Sankar Narayan, and its three relatively newer independent directors, who bring fresh ideas and perspectives shaped by their experience as entrepreneurs, sitting on other company boards and in senior executive roles.
Breakeven Date Change • Feb 12No longer forecast to breakevenThe 12 analysts covering SiteMinder no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$906.5k in 2025. New consensus forecast suggests the company will make a loss of AU$1.02m in 2025.
Breakeven Date Change • Jan 31No longer forecast to breakevenThe 11 analysts covering SiteMinder no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$919.0k in 2025. New consensus forecast suggests the company will make a loss of AU$47.2k in 2025.
Breakeven Date Change • Jan 30No longer forecast to breakevenThe analyst covering SiteMinder no longer expects the company to break even during the foreseeable future. The company was expected to make a profit of AU$262.4k in 2025. New forecast suggests the company will make a loss of AU$1.59m in 2025.
分析記事 • Jan 13Estimating The Intrinsic Value Of SiteMinder Limited (ASX:SDR)Key Insights SiteMinder's estimated fair value is AU$4.0 based on 2 Stage Free Cash Flow to Equity Current share price...
お知らせ • Dec 20SiteMinder Announces the Appointment of Tim Howard to the Position of Chief Financial Officer, Effective January 9 2023SiteMinder announced the appointment of Tim Howard to the position of Chief Financial Officer, effective January 9 2023. Joining the executive leadership team in January as Chief Financial Officer, Tim Howard brings more than 20 years of commercial and corporate finance experience in technology companies to SiteMinder. Previously, Tim was CFO and COO at data analytics and AI-enabled messaging platform Ortto (previously Autopilot), a Blackbird SaaS business. Tim was also previously an Operating Partner with private equity firm Allegro Funds, and spent 11 years with Apple where he held multiple roles, including Chief Financial Officer of the Education and Retail Channels in EMEA and Head of Commercial in APAC. Tim is a qualified CPA with an MBA from London Business School, and a Bachelor of Commerce (Hons) degree from University of Sydney.
お知らせ • Dec 19SiteMinder Announces the Promotion of Jonathan Kenny to the Role of Chief Operating Officer, Effective January 9 2023SiteMinder announced the promotion of Jonathan Kenny to the role of Chief Operating Officer, effective January 9 2023. SiteMinder's Chief Financial Officer since 2018, Jonathan has more than 20 years' experience scaling large operational teams for growth in both private and public companies, including then ASX-listed RP Data (Corelogic), where he was Chief Operating Officer, and ASX-listed 3PL, where he was CFO and interim CEO. The company announced the promotion of Jonathan Kenny to the role of Chief Operating Officer at SiteMinder.
Breakeven Date Change • Dec 15No longer forecast to breakevenThe 10 analysts covering SiteMinder no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$2.44m in 2025. New consensus forecast suggests the company will make a loss of AU$660.5k in 2025.
Price Target Changed • Nov 16Price target decreased to AU$5.13Down from AU$5.55, the current price target is an average from 9 analysts. New target price is 69% above last closing price of AU$3.03. Stock is down 56% over the past year. The company is forecast to post a net loss per share of AU$0.13 next year compared to a net loss per share of AU$0.55 last year.
お知らせ • Sep 15SiteMinder Appoints Dean Stoecker as a Non-Executive DirectorSiteMinder announced the appointment of Dean A. Stoecker as an independent non-executive director of the Board, effective 15 September 2022. Dean is an American entrepreneur and businessman, who in 1997 co-founded a company, known as the software giant Alteryx. Alteryx is the leader in automating analytics and data-driven business processes, playing a key role in making data-driven tools accessible at all levels of the world's leading organisations. Dean is currently Alteryx's Executive Chairman and was previously its Chief Executive Officer. Before founding Alteryx, Dean was Director - Enterprise Solutions at Integration Technologies Inc, Principal at Donnelley Marketing Information Services, Vice President - Sales at Strategic Mapping Inc, and Regional Manager - Sales at Dun & Bradstreet. Dean received a bachelor's degree from the University of Colorado, and an MBA from Pepperdine University. He resides in Colorado Springs, Colorado. With his strong entrepreneurial and growth background, Dean's appointment as an independent non-executive director adds further diversity to SiteMinder's Board.
Recent Insider Transactions • Sep 14Independent Non-Executive Chairman recently bought AU$50k worth of stockOn the 9th of September, Patrick Redmond O'Sullivan bought around 17k shares on-market at roughly AU$3.02 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Patrick Redmond's only on-market trade for the last 12 months.
Major Estimate Revision • Aug 29Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from AU$143.0m to AU$146.4m. Forecast EPS reduced from -AU$0.10 to -AU$0.13 per share. Software industry in Australia expected to see average net income growth of 15% next year. Consensus price target down from AU$5.62 to AU$5.49. Share price fell 12% to AU$3.46 over the past week.
分析記事 • Aug 26Here's What Analysts Are Forecasting For SiteMinder Limited (ASX:SDR) After Its Annual ResultsShareholders might have noticed that SiteMinder Limited ( ASX:SDR ) filed its full-year result this time last week. The...
Reported Earnings • Aug 24Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: AU$0.55 loss per share (up from AU$0.92 loss in FY 2021). Revenue: AU$116.5m (up 16% from FY 2021). Net loss: AU$110.4m (loss narrowed 9.3% from FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 39%. Over the next year, revenue is forecast to grow 25%, compared to a 39% growth forecast for the Software industry in Australia.
お知らせ • Aug 23+ 1 more updateSiteMinder Limited, Annual General Meeting, Oct 24, 2022SiteMinder Limited, Annual General Meeting, Oct 24, 2022, at 09:00 E. Australia Standard Time. Location: Screening Room 49 Market Street, QT Sydney Sydney Australia
分析記事 • Aug 22We Think SiteMinder (ASX:SDR) Can Afford To Drive Business GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Breakeven Date Change • Aug 16Forecast to breakeven in 2025The 7 analysts covering SiteMinder expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$4.40m in 2025. Average annual earnings growth of 70% is required to achieve expected profit on schedule.
分析記事 • Jul 26A Look At The Fair Value Of SiteMinder Limited (ASX:SDR)Today we will run through one way of estimating the intrinsic value of SiteMinder Limited ( ASX:SDR ) by projecting its...
Recent Insider Transactions • May 17Independent Non-Executive Director recently bought AU$68k worth of stockOn the 16th of May, Kim Elizabeth Anderson bought around 15k shares on-market at roughly AU$4.50 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$111k more in shares than they have sold in the last 12 months.
Major Estimate Revision • May 03Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -AU$0.32 to -AU$0.39 per share. Revenue forecast unchanged at AU$115.0m. Software industry in Australia expected to see average net income growth of 16% next year. Consensus price target down from AU$6.38 to AU$6.09. Share price rose 4.1% to AU$4.61 over the past week.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Kim Elizabeth Anderson was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 20SiteMinder Limited Appoints Kim Anderson as Non-Executive DirectorSiteMinder Limited announced the appointment of Kim Anderson as an independent non-executive director of the Board, effective 20 April 2022. Kim will also act as Chair of SiteMinder's People and Culture Committee. She is currently a non-executive director of Carsales, Marley Spoon AG, Invocare Ltd. and Infomedia. She serves as Chair of the Remuneration, People and Culture Committee on all her boards.
Major Estimate Revision • Feb 22Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from AU$112.2m to AU$114.3m. Forecast EPS reduced from -AU$0.11 to -AU$0.30 per share. Software industry in Australia expected to see average net income growth of 26% next year. Consensus price target broadly unchanged at AU$7.01. Share price fell 4.0% to AU$5.78 over the past week.
Reported Earnings • Feb 16First half 2022 earnings releasedFirst half 2022 results: Revenue: (flat on 1H 2021). Net income: (flat on 1H 2021). Profit margin: (in line with 1H 2021). Over the next year, revenue is forecast to grow 20%, compared to a 31% growth forecast for the industry in Australia.
