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Semrush Holdings, Inc.(SEMR)Earnings, Financials & Key Ratios
SEMR•NYSE
$12.01
Price updated Jun 20, 2026
AboutSemrush 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.Show more
- Revenue$444M+17.7%
- EBITDA-$11M-160.1%
- Net Income-$19M-330.2%
- EPS (Diluted)-0.13-335.1%
- Gross Margin80.55%-2.5%
- EBITDA Margin-2.49%-151.1%
- Operating Margin-5.14%-333.2%
- Net Margin-4.27%-295.5%
- ROE-6.8%-302.6%
SEMR Price & Volume
Semrush Holdings, Inc. (SEMR) stock price & volume — 10-year historical chart
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Decelerating Growth Challenges Semrush Operating Margin Stability
Investment Thesis • Updated 2025Q4
VerdictNeutral
Growth:Decelerating
Profitability:Negative
Financial:Healthy
Cash Flow:Mixed
Primary Risk:S&M efficiency and churn
Key Thesis Takeaways
- Semrush faces a critical inflection point as year-over-year revenue growth has decelerated to 14.6% in 2025Q4, signaling potential market saturation within its core SMB segment.
- While the company maintains a robust 80.4% gross margin, the transition to a -11.8% operating margin suggests that aggressive SG&A spending is currently outpacing revenue gains.
- Investors should monitor whether the $60.1 million in goodwill and reliance on stock-based compensation can effectively drive long-term profitability amidst these mounting operational pressures.
Verdict Logic
while the company holds a strong cash position of $264.3 million, the combination of decelerating revenue growth and a negative -11.8% operating margin warrants caution until the firm demonstrates a clear path to GAAP profitability.
SEMR Growth Metrics
Semrush Holdings, Inc. (SEMR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years28.86%
3 Years20.38%
TTM17.74%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-330.17%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-334.23%
Return on Capital
10 Years-16.46%
5 Years-5.35%
3 Years-2.7%
Last Year-7.91%
SEMR Recent Earnings
Semrush Holdings, Inc. (SEMR) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 4/12 qtrs (33%)●Beat Revenue 4/12 qtrs (36%)
Q2 2026Latest
May 6, 2026Metric
Actual
Est
EPS
$0.01-88.9%
$0.09
Rev
—
$122M
Q2 2026
Mar 2, 2026Metric
Actual
Est
EPS
$0.10+11.1%
$0.09
Rev
$118M-0.8%
$119M
Q4 2025
Nov 5, 2025Metric
Actual
Est
EPS
$0.08+0.0%
$0.08
Rev
$112M-5.5%
$119M
Q3 2025
Aug 4, 2025Metric
Actual
Est
EPS
$0.05-37.5%
$0.08
Rev
$109M-2.5%
$112M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $0.01vs $0.09-88.9% | —vs $122M |
| Q2 2026 | Mar 2, 2026 | $0.10vs $0.09+11.1% | $118Mvs $119M-0.8% |
| Q4 2025 | Nov 5, 2025 | $0.08vs $0.08+0.0% | $112Mvs $119M-5.5% |
| Q3 2025 | Aug 4, 2025 | $0.05vs $0.08-37.5% | $109Mvs $112M-2.5% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Semrush Holdings, Inc. (SEMR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $12.01 | $1.81B | -92.35 | 17.74% | -4.27% | -6.8% | — | |
| $205.23 | $10.51B | 238.63 | 19.17% | 3.04% | 5.02% | — | |
| $24.40 | $2.75B | -20.00 | 24.4% | -15.51% | -20.27% | — | |
| $9.20 | $379.99M | -48.42 | -11.71% | -2.17% | -1.42% | — | |
| $26.55 | $1.46B | 11.85 | 3.75% | 9.47% | 19.7% | — | |
| $281.17 | $76.91B | 20.57 | 15.63% | 21.91% | 23.29% | — |
Compare SEMR vs Peers
Semrush Holdings, Inc. (SEMR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
SEMR SEC Filings & Documents
Semrush Holdings, Inc. (SEMR) SEC filings — annual & quarterly reports (10-K, 10-Q)
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SEMR Frequently Asked Questions
Semrush Holdings, Inc. (SEMR) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Semrush Holdings, Inc.'s revenue?
Semrush Holdings, Inc. (SEMR) reported $443.6M in revenue for fiscal year 2025. This represents a 382% increase from $92.1M in 2019.
How fast is Semrush Holdings, Inc. growing?
Semrush Holdings, Inc. (SEMR) grew revenue by 17.7% over the past year. This is strong growth.
Is SEMR profitable?
Semrush Holdings, Inc. (SEMR) reported a net loss of $19.0M for fiscal year 2025.
Dividend & Returns
What is SEMR's return on equity?
Semrush Holdings, Inc. (SEMR) has a return on equity (ROE) of -6.8%. Negative ROE indicates the company is unprofitable.
What is Semrush Holdings, Inc.'s free cash flow?
Semrush Holdings, Inc. (SEMR) generated $53.3M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.