Comprehensive Stock Comparison
Compare Semrush Holdings, Inc. (SEMR) vs ZoomInfo Technologies Inc. (GTM) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | SEMR | 22.5% revenue growth vs GTM's 2.9% |
| Value | GTM | Lower P/E (5.6x vs 28.2x) |
| Quality / Margins | GTM | 9.9% net margin vs SEMR's -1.1% |
| Stability / Safety | SEMR | Beta 1.25 vs GTM's 1.81, lower leverage |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | SEMR | +7.5% vs GTM's -46.7% |
| Efficiency (ROA) | GTM | 1.9% ROA vs SEMR's -1.0%, ROIC 5.6% vs 3.0% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Semrush is a software-as-a-service platform that helps businesses manage their online visibility and digital marketing. It makes money primarily through subscription fees for its suite of SEO, content marketing, social media, and competitive research tools — with enterprise plans generating higher revenue per user. The company's competitive advantage lies in its comprehensive, integrated dataset of search and digital marketing intelligence — which creates switching costs and network effects as more customers contribute anonymized data.
ZoomInfo is a go-to-market intelligence platform that provides comprehensive data on companies and professionals for sales, marketing, and recruiting teams. It generates revenue primarily through subscription-based access to its cloud platform—with tiered pricing for different organizational sizes—and additional fees for premium data and workflow tools. The company's competitive advantage lies in its massive, continuously updated database of business contacts and buying signals—a network effect that becomes more valuable as more users contribute data.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
GTM leads in 3 of 6 categories (Financial Metrics, Valuation Metrics). SEMR leads in 2 (Total Returns, Risk & Volatility).
Financial Metrics (TTM)
GTM is the larger business by revenue, generating $1.2B annually — 2.9x SEMR's $429M. GTM is the more profitable business, keeping 9.9% of every revenue dollar as net income compared to SEMR's -1.1%. On growth, SEMR holds the edge at +15.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | SEMRSemrush Holdings,… | GTMZoomInfo Technolo… |
|---|---|---|
| RevenueTrailing 12 months | $429M | $1.2B |
| EBITDAEarnings before interest/tax | $8M | $280M |
| Net IncomeAfter-tax profit | -$5M | $124M |
| Free Cash FlowCash after capex | $48M | $389M |
| Gross MarginGross profit ÷ Revenue | +80.9% | +84.8% |
| Operating MarginEBIT ÷ Revenue | -1.7% | +18.1% |
| Net MarginNet income ÷ Revenue | -1.1% | +9.9% |
| FCF MarginFCF ÷ Revenue | +11.2% | +31.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | +15.1% | +3.2% |
| EPS Growth (YoY)Latest quarter vs prior year | — | +175.0% |
Valuation Metrics
At 15.9x trailing earnings, GTM trades at a 93% valuation discount to SEMR's 213.7x P/E. On an enterprise value basis, GTM's 11.3x EV/EBITDA is more attractive than SEMR's 11.5x.
| Metric | SEMRSemrush Holdings,… | GTMZoomInfo Technolo… |
|---|---|---|
| Market CapShares × price | $248M | $1.9B |
| Enterprise ValueMkt cap + debt − cash | $212M | $3.5B |
| Trailing P/EPrice ÷ TTM EPS | 213.74x | 15.92x |
| Forward P/EPrice ÷ next-FY EPS est. | 28.22x | 5.59x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 11.53x | 11.26x |
| Price / SalesMarket cap ÷ Revenue | 0.66x | 1.53x |
| Price / BookPrice ÷ Book value/share | 6.61x | 1.30x |
| Price / FCFMarket cap ÷ FCF | 5.75x | 4.91x |
Profitability & Efficiency
GTM delivers a 8.2% return on equity — every $100 of shareholder capital generates $8 in annual profit, vs $-2 for SEMR. SEMR carries lower financial leverage with a 0.05x debt-to-equity ratio, signaling a more conservative balance sheet compared to GTM's 1.20x. On the Piotroski fundamental quality scale (0–9), GTM scores 7/9 vs SEMR's 6/9, reflecting strong financial health.
| Metric | SEMRSemrush Holdings,… | GTMZoomInfo Technolo… |
|---|---|---|
| ROE (TTM)Return on equity | -1.5% | +8.2% |
| ROA (TTM)Return on assets | -1.0% | +1.9% |
| ROICReturn on invested capital | +3.0% | +5.6% |
| ROCEReturn on capital employed | +3.2% | +3.9% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | 0.05x | 1.20x |
| Net DebtTotal debt minus cash | -$37M | $75M |
| Cash & Equiv.Liquid assets | $49M | $176M |
| Total DebtShort + long-term debt | $12M | $1.8B |
| Interest CoverageEBIT ÷ Interest expense | — | 5.56x |
Total Returns (with DRIP)
A $10,000 investment in SEMR five years ago would be worth $8,443 today (with dividends reinvested), compared to $1,101 for GTM. Over the past 12 months, SEMR leads with a +7.5% total return vs GTM's -46.7%. The 3-year compound annual growth rate (CAGR) favors SEMR at 13.9% vs GTM's -36.4% — a key indicator of consistent wealth creation.
| Metric | SEMRSemrush Holdings,… | GTMZoomInfo Technolo… |
|---|---|---|
| YTD ReturnYear-to-date | -0.6% | -35.4% |
| 1-Year ReturnPast 12 months | +7.5% | -46.7% |
| 3-Year ReturnCumulative with dividends | +47.8% | -74.3% |
| 5-Year ReturnCumulative with dividends | -15.6% | -89.0% |
| 10-Year ReturnCumulative with dividends | -15.6% | -81.7% |
| CAGR (3Y)Annualised 3-year return | +13.9% | -36.4% |
Risk & Volatility
SEMR is the less volatile stock with a 1.25 beta — it tends to amplify market swings less than GTM's 1.81 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SEMR currently trades 98.8% from its 52-week high vs GTM's 49.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | SEMRSemrush Holdings,… | GTMZoomInfo Technolo… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.25x | 1.81x |
| 52-Week HighHighest price in past year | $11.96 | $12.51 |
| 52-Week LowLowest price in past year | $6.56 | $5.77 |
| % of 52W HighCurrent price vs 52-week peak | +98.8% | +49.6% |
| RSI (14)Momentum oscillator 0–100 | 49.3 | 34.9 |
| Avg Volume (50D)Average daily shares traded | 1.9M | 6.6M |
Analyst Outlook
Wall Street rates SEMR as "Hold" and GTM as "Hold". Consensus price targets imply 49.6% upside for GTM (target: $9) vs 1.5% for SEMR (target: $12).
| Metric | SEMRSemrush Holdings,… | GTMZoomInfo Technolo… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $12.00 | $9.29 |
| # AnalystsCovering analysts | 7 | 27 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | 0 |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +21.5% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 21 | Feb 26 | Change |
|---|---|---|---|
| Semrush Holdings, I… (SEMR) | 100 | 84.93 | -15.1% |
| ZoomInfo Technologi… (GTM) | 100 | 16.21 | -83.8% |
Semrush Holdings, I… (SEMR) returned -16% over 5 years vs ZoomInfo Technologi… (GTM)'s -89%.
Chart 2Revenue Growth — 10 Years
| Stock | 2018 | 2025 | Change |
|---|---|---|---|
| Semrush Holdings, I… (SEMR) | $92M | $377M | +309.1% |
| ZoomInfo Technologi… (GTM) | $144M | $1.2B | +765.9% |
ZoomInfo Technologies Inc.'s revenue grew from $144M (2018) to $1.2B (2025) — a 36.1% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2018 | 2025 | Change |
|---|---|---|---|
| Semrush Holdings, I… (SEMR) | -11.0% | 2.2% | +119.8% |
| ZoomInfo Technologi… (GTM) | -19.8% | 9.9% | +150.2% |
ZoomInfo Technologies Inc.'s net margin went from -20% (2018) to 10% (2025).
Chart 4P/E Ratio History — 5 Years
| Stock | 2021 | 2025 | Change |
|---|---|---|---|
| ZoomInfo Technologi… (GTM) | 214 | 26.1 | -87.8% |
ZoomInfo Technologies Inc. has traded in a 26x–214x P/E range over 5 years; current trailing P/E is ~16x.
Chart 5EPS Growth — 10 Years
| Stock | 2018 | 2025 | Change |
|---|---|---|---|
| Semrush Holdings, I… (SEMR) | -0.08 | 0.06 | +173.3% |
| ZoomInfo Technologi… (GTM) | -0.2 | 0.39 | +295.0% |
ZoomInfo Technologies Inc.'s EPS grew from $-0.20 (2018) to $0.39 (2025).
Chart 6Free Cash Flow — 5 Years
Semrush Holdings, Inc. generated $43M FCF in 2024 (+116% vs 2021). ZoomInfo Technologies Inc. generated $389M FCF in 2025 (+41% vs 2021).
SEMR vs GTM: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is SEMR or GTM a better buy right now?
ZoomInfo Technologies Inc. (GTM) offers the better valuation at 15.9x trailing P/E (5.6x forward), making it the more compelling value choice. Analysts rate Semrush Holdings, Inc. (SEMR) a "Hold" — based on 7 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — SEMR or GTM?
On trailing P/E, ZoomInfo Technologies Inc. (GTM) is the cheapest at 15.9x versus Semrush Holdings, Inc. at 213.7x. On forward P/E, ZoomInfo Technologies Inc. is actually cheaper at 5.6x.
03Which is the better long-term investment — SEMR or GTM?
Over the past 5 years, Semrush Holdings, Inc. (SEMR) delivered a total return of -15.6%, compared to -89.0% for ZoomInfo Technologies Inc. (GTM). A $10,000 investment in SEMR five years ago would be worth approximately $8K today (assuming dividends reinvested). Over 10 years, the gap is even starker: SEMR returned -15.6% versus GTM's -81.7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — SEMR or GTM?
By beta (market sensitivity over 5 years), Semrush Holdings, Inc. (SEMR) is the lower-risk stock at 1.25β versus ZoomInfo Technologies Inc.'s 1.81β — meaning GTM is approximately 45% more volatile than SEMR relative to the S&P 500. On balance sheet safety, Semrush Holdings, Inc. (SEMR) carries a lower debt/equity ratio of 5% versus 120% for ZoomInfo Technologies Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — SEMR or GTM?
ZoomInfo Technologies Inc. (GTM) is the more profitable company, earning 9.9% net margin versus 2.2% for Semrush Holdings, Inc. — meaning it keeps 9.9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GTM leads at 18.1% versus 2.2% for SEMR. At the gross margin level — before operating expenses — SEMR leads at 82.6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is SEMR or GTM more undervalued right now?
On forward earnings alone, ZoomInfo Technologies Inc. (GTM) trades at 5.6x forward P/E versus 28.2x for Semrush Holdings, Inc. — 22.6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for GTM: 49.6% to $9.29.
07Which pays a better dividend — SEMR or GTM?
None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is SEMR or GTM better for a retirement portfolio?
For long-horizon retirement investors, Semrush Holdings, Inc. (SEMR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.25)). ZoomInfo Technologies Inc. (GTM) carries a higher beta of 1.81 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (SEMR: -15.6%, GTM: -81.7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between SEMR and GTM?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. In terms of investment character: SEMR is a small-cap quality compounder stock; GTM is a small-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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