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Size SiteMinder (SDR.AX) is an Australia Information Technology company (Internet Software/Services) with a market value of $666M, the 230th largest of 316 Australia companies the cockpit tracks. Shares closed at A$3.41 on 6 Nov 2026.
Performance Over six months the shares gained 13.7%, against -7.5% for the median peer and +4.1% for the Australia market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue grew 18.6% over the last twelve months (peer median +9.0%); the operating margin is -2.1% (peer median 5.7%).
Valuation It trades at 94.9× forward earnings against a peer median of 14.2× (3rd most expensive of 17).
Price implies For today's price to make sense, revenue must grow about 22% a year for seven years (Req g). Recent delivered growth is +21%, so the hurdle is +0 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 24.0 points below its cost of capital (13.8% WACC).
Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | A$266M | A$266M | A$224M | A$191M | A$151M |
| Revenue growth | — | +19% | +18% | +26% | — |
| Gross profit | A$25.8M | A$25.8M | A$9.25M | -A$1.59M | -A$24.2M |
| EBITDA | A$27.5M | A$27.5M | A$15.4M | A$316,000 | -A$25.2M |
| Net income | -A$11.3M | -A$11.3M | -A$24.5M | -A$25.1M | -A$49.3M |
| Free cash flow | A$37.4M | A$37.4M | A$22.9M | A$14.6M | -A$15.8M |
| Capital expenditure | A$34.5M | A$34.5M | A$26.8M | A$24.3M | A$24.4M |
| Total debt | n/a | A$12.2M | A$9.18M | A$11.3M | A$12.6M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | SDR.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +28.7% | -10.2% | 2nd highest of 21 |
| 6-month return | +13.7% | -7.5% | 5th highest of 21 |
| Distance from 52-week high | -51.5% | -41.2% | 7th lowest of 21 |
| Revenue growth (TTM) | +18.6% | +9.0% | 6th highest of 20 |
| Operating margin | -2.1% | 5.7% | 5th lowest of 20 |
| Forward P/E | 94.9× | 14.2× | 3rd most expensive of 17 |
| Growth the price implies (Req g, 7 yrs) | 21.9% | 7.8% | 6th most demanding of 14 |
| Growth delivered (Del g) | +21.4% | +15.9% | 7th highest of 14 |
| Hurdle (Req g minus delivered) | +0.5 pp | -9.9 pp | 4th most demanding of 14 |
| ROIC minus cost of capital | -24.0 pp | -4.9 pp | 2nd lowest of 16 |
| EV / EBITDA | 34.2× | 9.3× | 2nd most expensive of 13 |
| Net debt / EBITDA | -0.7× | -0.7× | 8th least indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| SiteMinder SDR.AX | Australia | $666M | +14% | +19% | -2% | 94.9× | 21.9% | +21.4% |
| Jumia Technologies AG Sponsored ADR JMIA | United States | $676M | -29% | +27% | -27% | n/a | n/a | n/a |
| Digital Garage 4819.T | Japan | $654M | -10% | +4% | -6% | 61.2× | 30.0% | +7.1% |
| Cars.com CARS | United States | $715M | +14% | +1% | 11% | 6.2× | 5.7% | +5.7% |
| Phoenix Education Partners PXED | United States | $718M | -36% | +1% | 17% | 5.0× | n/a | n/a |
| Shanghai Able Digital Science&Tech 2687.HK | Hong Kong | $612M | -50% | +19% | 10% | 20.6× | n/a | n/a |
| Just Dial JUSTDIAL.NS | India | $610M | +24% | +9% | 25% | 10.9× | n/a | n/a |
| Nextdoor NXDR | United States | $758M | -3% | +10% | -17% | 350.1× | 24.0% | +15.9% |
| Zhejiang NetSun 002095.SZ | China | $583M | -5% | -2% | -2% | n/a | 20.0% | +6.6% |
| Le Travenues Technology IXIGO.NS | India | $775M | -2% | +16% | 6% | 47.3× | 38.2% | +55.4% |
| Auction Technology ATG.L | United Kingdom | $789M | +36% | +22% | 11% | 16.1× | 22.7% | +32.6% |
| PubMatic PUBM | United States | $811M | +82% | -1% | -5% | 360.6× | 7.8% | +13.7% |
| Taboola.com TBLA | United States | $540M | -62% | +2% | 4% | 7.3× | -7.3% | +753.1% |
| FuboTV FUBO | United States | $830M | -26% | n/a | n/a | n/a | n/a | n/a |
| Yalla Group Ltd. Sponsored ADR YALA | United States | $863M | -21% | -4% | 31% | 7.0× | n/a | n/a |
| Gushengtang 2273.HK | Hong Kong | $874M | +1% | +12% | 13% | 13.4× | 2.4% | +27.6% |
| iQIYI, Inc. Sponsored ADR IQ | United States | $886M | -20% | -3% | -2% | n/a | n/a | n/a |
| TeamViewer TMV.DE | Germany | $894M | -5% | +2% | 34% | 5.2× | -11.0% | +10.4% |
| LegalZoom.com LZ | United States | $897M | -19% | +12% | 4% | 6.7× | 6.1% | +9.9% |
| Omada Health OMDA | United States | $924M | +2% | +48% | 0% | 37.1× | 28.7% | +42.9% |
| BuySell Technologies 7685.T | Japan | $938M | -28% | +58% | 11% | 15.0× | -1.2% | +46.8% |