We expect SiteMinder’s strategy to be wide-ranging, including a focus on attracting new customers, increasing penetration of its current product suite, and developing and launching new products. We view SiteMinder’s strategy as appropriate, despite its wide-ranging nature, as all three focus areas provide large and highly winnable opportunities.
SiteMinder is the world’s largest e-commerce software provider for the global hotel industry, at twice the size of its nearest competitor.
SiteMinder’s end markets are highly cyclical.
|
Metric
|
SDR
|
BKNG
|
AMS
|
|---|---|---|---|
Price/Earnings (Normalized) | 8,318.32 | 16.21 | 17.68 |
Price/Book Value | 12.92 | — | 5.20 |
Price/Sales | 2.83 | 4.39 | 3.72 |
Price/Cash Flow | 18.90 | 13.76 | 12.54 |
|
Metric
|
SDR
|
BKNG
|
AMS
|
|---|---|---|---|
Quick Ratio | 0.46 | 1.02 | 0.61 |
Current Ratio | 0.81 | 1.09 | 0.74 |
Interest Coverage | −8.47 | 8.67 | 20.23 |
|
Metric
|
SDR
|
BKNG
|
AMS
|
|---|---|---|---|
Return on Assets (Normalized) | −5.50% | 25.75% | 12.32% |
Return on Equity (Normalized) | −12.93% | — | 29.06% |
Return on Invested Capital (Normalized) | −10.18% | 65.56% | 18.03% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| SAP SE ADR
SAP
| LOCK|@vtC?H& | LOCK|?? | $278B | |||
| Shopify Inc Registered Shs -A- Subord Vtg
SHOP
| LOCK|zNh@Ql | LOCK|ks@M | $217B | |||
| Salesforce Inc
CRM
| LOCK|?x#?wc | LOCK|>@!!n | $205B | |||
| ServiceNow Inc
NOW
| LOCK|bSR>^#g$ | LOCK|!gzgy | $164B | |||
| Uber Technologies Inc
UBER
| LOCK|^@l>?f | LOCK|!@d% | $136B | |||
| Automatic Data Processing Inc
ADP
| LOCK|&Xykg$h | LOCK|BRl#$ | $121B | |||
| Snowflake Inc Ordinary Shares
SNOW
| LOCK|&&nZ<>$ | LOCK|K# | $115B | |||
| Adobe Inc
ADBE
| LOCK|x#pbld& | LOCK|nb?hk | $103B | |||
| Datadog Inc Class A
DDOG
| LOCK|vH<vTg | LOCK|Df | $97B | |||
| Intuit Inc
INTU
| LOCK|>QHl^x# | LOCK|VWDM | $92B |
United States