Reviewing SEMrush (SEMR) & Its Competitors

SEMrush (NYSE:SEMR) is one of 43 public companies in the “Services – Computer Programming And Data Processing” industry, but how does it contrast to its competitors? We will compare SEMrush to related companies based on the strength of its institutional ownership, analyst recommendations, dividends, valuation, risk, profitability and earnings.

Analyst Ratings

This is a breakdown of current ratings and price targets for SEMrush and its competitors, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
SEMrush	1	5	0	0	1.83
SEMrush Competitors	87	191	210	12	2.29

As a group, “Services – Computer Programming And Data Processing” companies have a potential upside of 74.73%. Given SEMrush’s competitors stronger consensus rating and higher probable upside, analysts plainly believe SEMrush has less favorable growth aspects than its competitors.

Earnings & Valuation

This table compares SEMrush and its competitors top-line revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
SEMrush	$376.82 million	$8.24 million	-595.00
SEMrush Competitors	$284.81 million	-$61.83 million	-7.31

SEMrush has higher revenue and earnings than its competitors. SEMrush is trading at a lower price-to-earnings ratio than its competitors, indicating that it is currently more affordable than other companies in its industry.

Profitability

This table compares SEMrush and its competitors’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
SEMrush	-1.05%	-1.60%	-1.07%
SEMrush Competitors	-53.73%	-1,002.64%	-68.20%

Risk and Volatility

SEMrush has a beta of 1.55, suggesting that its share price is 55% more volatile than the S&P 500. Comparatively, SEMrush’s competitors have a beta of 0.77, suggesting that their average share price is 23% less volatile than the S&P 500.

Institutional & Insider Ownership

32.9% of SEMrush shares are owned by institutional investors. Comparatively, 57.1% of shares of all “Services – Computer Programming And Data Processing” companies are owned by institutional investors. 55.6% of SEMrush shares are owned by insiders. Comparatively, 16.2% of shares of all “Services – Computer Programming And Data Processing” companies are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Summary

SEMrush beats its competitors on 7 of the 13 factors compared.

About SEMrush

Semrush Holdings, Inc. develops an online visibility management software-as-a-service platform worldwide. The company enables companies to identify and reach the right audience for their content through the right channels. Its platform enables the company’s customers to understand trends and act upon insights to enhance the online visibility, and drive traffic to their websites and social media pages, as well as online listings, distribute targeted content to their customers, and measure the digital marketing campaigns. The company was founded in 2008 and is headquartered in Boston, Massachusetts.