Comparing SEMrush (SEMR) and The Competition

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

Risk & Volatility

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

Profitability

This table compares SEMrush and its rivals’ 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%

Earnings and Valuation

This table compares SEMrush and its rivals gross revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
SEMrush	$376.82 million	$8.24 million	-595.00
SEMrush Competitors	$261.57 million	-$40.93 million	-9.55

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

Insider and Institutional Ownership

32.9% of SEMrush shares are owned by institutional investors. Comparatively, 58.9% 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, 21.2% of shares of all “Services – Computer Programming And Data Processing” companies are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Analyst Ratings

This is a summary of recent ratings and recommmendations for SEMrush and its rivals, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
SEMrush	1	5	0	0	1.83
SEMrush Competitors	86	185	205	10	2.29

As a group, “Services – Computer Programming And Data Processing” companies have a potential upside of 68.05%. Given SEMrush’s rivals stronger consensus rating and higher probable upside, analysts plainly believe SEMrush has less favorable growth aspects than its rivals.

Summary

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

SEMrush Company Profile

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.