View ValuationSiteMinder 향후 성장Future 기준 점검 5/6SiteMinder (는) 각각 연간 58.9% 및 18.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 59.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 30.7% 로 예상됩니다.핵심 정보58.9%이익 성장률59.32%EPS 성장률Software 이익 성장26.7%매출 성장률18.6%향후 자기자본이익률30.70%애널리스트 커버리지Good마지막 업데이트18 May 2026최근 향후 성장 업데이트Breakeven 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.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.모든 업데이트 보기Recent updatesBoard 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.공시 • 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.공시 • 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.공시 • 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%.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.이익 및 매출 성장 예측CHIA:SDR - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/2028421324382176/30/2027340142861176/30/2026276-410421712/31/2025251-15635N/A9/30/2025238-20129N/A6/30/2025224-25-324N/A3/31/2025214-24-521N/A12/31/2024204-24-619N/A9/30/2024197-25-817N/A6/30/2024191-25-1014N/A3/31/2024181-32-194N/A12/31/2023172-39-28-6N/A9/30/2023162-44-34-11N/A6/30/2023152-49-40-16N/A3/31/2023142-49-42-17N/A12/31/2022133-49-44-19N/A9/30/2022125-80-49-25N/A6/30/2022116-110-53-31N/A3/31/2022111-118-47-25N/A12/31/2021106-126-40-20N/A9/30/2021103-124-27-9N/A6/30/2021101-122-153N/A6/30/2020112-5-151N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SDR 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.6%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: SDR (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: SDR 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: SDR 의 수익(연간 18.6%)이 Australian 시장(연간 6.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: SDR 의 수익(연간 18.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: SDR의 자본 수익률은 3년 후 30.7%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 01:12종가2026/05/25 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스SiteMinder Limited는 25명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Josh KannourakisBarrenjoey Markets Pty LimitedCameron HalkettCanaccord GenuitySiraj AhmedCitigroup Inc22명의 분석가 더 보기
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.
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.
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.
공시 • 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.
공시 • 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.
공시 • 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%.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.