SMWB vs SEMR

For growth investors, Semrush Holdings, Inc.

(SEMR) is the stronger pick with 17. 7% revenue growth year-over-year, versus 13. 1% for Similarweb Ltd. (SMWB). Analysts rate Similarweb Ltd. (SMWB) a "Buy" — based on 12 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.

Over the past 5 years, Semrush Holdings, Inc.

(SEMR) delivered a total return of -35. 8%, compared to -80. 1% for Similarweb Ltd. (SMWB). Over 10 years, the gap is even starker: SEMR returned -14. 3% versus SMWB's -80. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Semrush Holdings, Inc.

(SEMR) is the lower-risk stock at 1. 12β versus Similarweb Ltd. 's 1. 79β — meaning SMWB is approximately 60% 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 4% versus 186% for Similarweb Ltd. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Semrush Holdings, Inc.

(SEMR) is pulling ahead at 17. 7% versus 13. 1% for Similarweb Ltd. (SMWB). On earnings-per-share growth, the picture is similar: Similarweb Ltd. grew EPS -178. 6% year-over-year, compared to -335. 1% for Semrush Holdings, Inc.. Over a 3-year CAGR, SEMR leads at 20. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Semrush Holdings, Inc.

(SEMR) is the more profitable company, earning -4. 3% net margin versus -11. 7% for Similarweb Ltd. — meaning it keeps -4. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SEMR leads at -5. 1% versus -8. 3% for SMWB. At the gross margin level — before operating expenses — SEMR leads at 80. 5%, 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.

On forward earnings alone, Similarweb Ltd.

(SMWB) trades at 25. 7x forward P/E versus 30. 4x for Semrush Holdings, Inc. — 4. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SMWB: 24. 8% to $5. 38.

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.

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. 12)). Similarweb Ltd. (SMWB) carries a higher beta of 1. 79 — 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: -14. 3%, SMWB: -80. 3%), 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.

These companies operate in different sectors (SMWB (Communication Services) and SEMR (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: SMWB is a small-cap quality compounder stock; SEMR is a small-cap high-growth 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.