YEXT vs SEMR

For growth investors, Semrush Holdings, Inc.

(SEMR) is the stronger pick with 17. 7% revenue growth year-over-year, versus 6. 1% for Yext, Inc. (YEXT). Yext, Inc. (YEXT) offers the better valuation at 58. 9x trailing P/E (7. 2x forward), making it the more compelling value choice. Analysts rate Yext, Inc. (YEXT) a "Buy" — based on 17 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.

On forward P/E, Yext, Inc.

is actually cheaper at 7. 2x.

Over the past 5 years, Semrush Holdings, Inc.

(SEMR) delivered a total return of -36. 0%, compared to -68. 8% for Yext, Inc. (YEXT). Over 10 years, the gap is even starker: SEMR returned -14. 3% versus YEXT's -69. 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), Yext, Inc.

(YEXT) is the lower-risk stock at 0. 91β versus Semrush Holdings, Inc. 's 1. 21β — meaning SEMR is approximately 34% more volatile than YEXT relative to the S&P 500. On balance sheet safety, Semrush Holdings, Inc. (SEMR) carries a lower debt/equity ratio of 4% versus 50% for Yext, Inc. — 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 6. 1% for Yext, Inc. (YEXT). On earnings-per-share growth, the picture is similar: Yext, Inc. grew EPS 131. 8% 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.

Yext, Inc.

(YEXT) is the more profitable company, earning 8. 5% net margin versus -4. 3% for Semrush Holdings, Inc. — meaning it keeps 8. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: YEXT leads at 10. 0% versus -5. 1% for SEMR. 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, Yext, Inc.

(YEXT) trades at 7. 2x forward P/E versus 30. 4x for Semrush Holdings, Inc. — 23. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for YEXT: 99. 0% to $8. 20.

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, Yext, Inc.

(YEXT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 91)). Both have compounded well over 10 years (YEXT: -69. 3%, SEMR: -14. 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.

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: YEXT 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.