SiteMinder（SDR）株式概要サイトマインダー・リミテッドは、オーストラリア国内外の宿泊施設プロバイダー向けに、オンライン集客プラットフォームとコマース・ソリューションの開発、マーケティング、販売を行っている。 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2/6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25.4%で取引されている 収益は年間46.99%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 others think this stock is worth. Follow their fair value or set your own to get alerts.NEW488,256 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG488,256 investors already sharing narrativesYour Fair ValueAU$Current PriceAU$3.8617.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-126m565m2016201920222025202620282031Revenue AU$565.0mEarnings AU$66.0mAdvancedSet Fair ValueView all narrativesSiteMinder Limited 競合他社Catapult SportsSymbol: ASX:CATMarket cap: AU$1.0bHansen TechnologiesSymbol: ASX:HSNMarket cap: AU$853.4mIressSymbol: ASX:IREMarket cap: AU$1.2bBravura SolutionsSymbol: ASX:BVSMarket cap: AU$919.0m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$3.8652週高値AU$7.9752週安値AU$2.60ベータ1.151ヶ月の変化6.34%3ヶ月変化30.63%1年変化-13.65%3年間の変化13.20%5年間の変化n/aIPOからの変化-43.98%最新ニュースお知らせ • Jun 18SiteMinder Limited to Report Fiscal Year 2026 Results on Aug 25, 2026SiteMinder Limited announced that they will report fiscal year 2026 results on Aug 25, 2026Buy Or Sell Opportunity • Jun 16Now 22% undervaluedOver the last 90 days, the stock has risen 25% to AU$3.86. The fair value is estimated to be AU$4.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 38%.Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Samantha Lawson was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Samantha Lawson was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.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, 2026Board Change • Dec 24Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Samantha Lawson was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.最新情報をもっと見るRecent updatesお知らせ • Jun 18SiteMinder Limited to Report Fiscal Year 2026 Results on Aug 25, 2026SiteMinder Limited announced that they will report fiscal year 2026 results on Aug 25, 2026Buy Or Sell Opportunity • Jun 16Now 22% undervaluedOver the last 90 days, the stock has risen 25% to AU$3.86. The fair value is estimated to be AU$4.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 38%.Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Samantha Lawson was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Samantha Lawson was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.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, 2026Board Change • Dec 24Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Samantha Lawson was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.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.お知らせ • Sep 30SiteMinder Limited, Annual General Meeting, Oct 29, 2025SiteMinder Limited, Annual General Meeting, Oct 29, 2025. Location: hybrid meeting, AustraliaBuy 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%.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.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 AustraliaReported Earnings • Aug 28Full year 2024 earnings released: AU$0.095 loss per share (vs AU$0.19 loss in FY 2023)Full 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 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, 2024Reported Earnings • Feb 28First half 2024 earnings released: AU$0.056 loss per share (vs AU$0.098 loss in 1H 2023)First 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 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.Buy Or Sell Opportunity • Jan 30Now 20% undervaluedOver the last 90 days, the stock has risen 32% 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.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 released: AU$0.19 loss per share (vs AU$0.55 loss in FY 2022)Full 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 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.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.株主還元SDRAU SoftwareAU 市場7D0%1.8%0.5%1Y-13.6%-49.7%1.5%株主還元を見る業界別リターン: SDR過去 1 年間で-49.7 % 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1.5 % 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 Movement8.7%Software Industry Average Movement10.4%Market Average Movement9.5%10% most volatile stocks in AU Market16.9%10% least volatile stocks in AU Market3.8%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 ( 9% ) 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、オーストラリア国内および海外の宿泊施設プロバイダー向けに、オンライン集客プラットフォームとコマース・ソリューションの開発、マーケティング、販売を行っている。同社のオンライン宿泊客獲得プラットフォームには、接続されているすべての予約サイトで同時に客室を販売できる「Channel Manager」、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受け付けるオンライン予約エンジン「Online Booking Engine」、あらかじめ用意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できるオンラインツール「Hotel Website Builder」などがある；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、チェックアウト、ゲスト情報のためのプロパティ管理システム、サイトマインダー・エクスチェンジ（SiteMinder Exchange）：ホテル・アプリ・ストア、サイトマインダー・マルチ・プロパティ（SiteMinder Multi-Property）： キャンペーンや販売戦略の展開、意思決定、ホテルグループやチェーン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「Global Distribution System」、ホテル決済処理ソリューション「SiteMinder Pay」、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検索「Demand Plus」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2006年に法人化され、オーストラリアのミラーズポイント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$1.10b収益（TTM）-AU$15.40m売上高(TTM)AU$251.02m4.4xP/Sレシオ-71.2xPER（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Aug 25, 2026一株当たり利益（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2026/07/09 08:41終値2026/07/09 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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。23 アナリスト機関Josh KannourakisBarrenjoey Markets Pty LimitedCameron HalkettCanaccord GenuitySiraj AhmedCitigroup Inc20 その他のアナリストを表示
お知らせ • Jun 18SiteMinder Limited to Report Fiscal Year 2026 Results on Aug 25, 2026SiteMinder Limited announced that they will report fiscal year 2026 results on Aug 25, 2026
Buy Or Sell Opportunity • Jun 16Now 22% undervaluedOver the last 90 days, the stock has risen 25% to AU$3.86. The fair value is estimated to be AU$4.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 38%.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Samantha Lawson was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Samantha Lawson was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
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
Board Change • Dec 24Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Samantha Lawson was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 18SiteMinder Limited to Report Fiscal Year 2026 Results on Aug 25, 2026SiteMinder Limited announced that they will report fiscal year 2026 results on Aug 25, 2026
Buy Or Sell Opportunity • Jun 16Now 22% undervaluedOver the last 90 days, the stock has risen 25% to AU$3.86. The fair value is estimated to be AU$4.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 38%.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Samantha Lawson was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Samantha Lawson was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
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
Board Change • Dec 24Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Samantha Lawson was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
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.
お知らせ • Sep 30SiteMinder Limited, Annual General Meeting, Oct 29, 2025SiteMinder Limited, Annual General Meeting, Oct 29, 2025. Location: hybrid meeting, Australia
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%.
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
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.
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
Reported Earnings • Aug 28Full year 2024 earnings released: AU$0.095 loss per share (vs AU$0.19 loss in FY 2023)Full 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 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
Reported Earnings • Feb 28First half 2024 earnings released: AU$0.056 loss per share (vs AU$0.098 loss in 1H 2023)First 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 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.
Buy Or Sell Opportunity • Jan 30Now 20% undervaluedOver the last 90 days, the stock has risen 32% 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.
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 released: AU$0.19 loss per share (vs AU$0.55 loss in FY 2022)Full 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 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.
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.
