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Semrush Holdings, Inc. (SEMR) 10-Year Financial Performance & Capital Metrics

SEMR • • Industrial / General
TechnologyApplication SoftwareMarketing & Customer EngagementDigital Advertising
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 $377M +22.5%
  • EBITDA $18M +2195.3%
  • Net Income $8M +766.9%
  • EPS (Diluted) 0.06 +750.8%
  • Gross Margin 82.62% -0.4%
  • EBITDA Margin 4.88% +1811.1%
  • Operating Margin 2.2% +188.5%
  • Net Margin 2.19% +607.8%
  • ROE 3.36% +649.5%
  • ROIC 3.04% +182.7%
  • Debt/Equity 0.05 -29.2%
  • Interest Coverage -
Technical Analysis

Key Insights

Based on financial data analysis

✓Strengths

  • ✓Company is almost debt free
  • ✓Momentum leader: RS Rating 87 (top 13%)
  • ✓High quality earnings: Operating CF exceeds net income
  • ✓Strong 5Y sales CAGR of 32.5%

✗Weaknesses

  • ✗Trading more than 30% below 52-week high

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

Price & Volume

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Growth Metrics

Revenue CAGR

10Y-
5Y32.55%
3Y26.08%
TTM19.87%

Profit (Net Income) CAGR

10Y-
5Y-
3Y-
TTM-138.37%

EPS CAGR

10Y-
5Y-
3Y-
TTM-138.42%

ROCE

10Y Avg-17.89%
5Y Avg-12.08%
3Y Avg-5.6%
Latest3.23%

Peer Comparison

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Sector-Specific
NameMarket CapCurrent PriceP/E RatioRevenue Growth 1YNet MarginROEFCF YieldDebt/Equity
SEMRSemrush Holdings, Inc.1.54B11.88214.8322.47%-1.05%-1.51%2.8%0.05
APPAppLovin Corporation190.02B617.76136.3743.44%51.28%192.05%1.1%3.26
DSPViant Technology Inc.193.64M11.6196.7529.74%1.85%2.32%25.44%0.09
VTEXVtex349.81M3.6057.6912.5%7.03%6.81%7.2%0.01
TTDThe Trade Desk, Inc.16.35B37.1347.6025.63%15.72%16.86%3.87%0.11
PUBMPubMatic, Inc.302.16M7.9234.439.08%-2.51%-2.96%11.55%0.16
DVDoubleVerify Holdings, Inc.1.71B10.6333.2214.72%6.1%4.16%7.74%0.08
MTCHMatch Group, Inc.7.55B31.9915.843.41%16.2%11.68%

Profit & Loss

Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024
Sales/Revenue+92.11M124.88M188M254.32M307.68M376.81M
Revenue Growth %-0.36%0.51%0.35%0.21%0.22%
Cost of Goods Sold+22.54M29.93M41.93M48.55M52.33M65.48M
COGS % of Revenue0.24%0.24%0.22%0.19%0.17%0.17%
Gross Profit+69.57M94.94M146.07M205.76M255.35M311.34M
Gross Margin %0.76%0.76%0.78%0.81%0.83%0.83%
Gross Profit Growth %-0.36%0.54%0.41%0.24%0.22%
Operating Expenses+77.79M101.09M148.56M242.14M263.01M303.03M
OpEx % of Revenue0.84%0.81%0.79%0.95%0.85%0.8%
Selling, General & Admin63.57M83.56M124.24M189.67M204.28M222.95M
SG&A % of Revenue0.69%0.67%0.66%0.75%0.66%0.59%
Research & Development14.22M17.53M24.32M41.2M57.44M80.08M
R&D % of Revenue0.15%0.14%0.13%0.16%0.19%0.21%
Other Operating Expenses00011.26M1.29M0
Operating Income+-8.22M-6.14M-2.49M-36.37M-7.67M8.31M
Operating Margin %-0.09%-0.05%-0.01%-0.14%-0.02%0.02%
Operating Income Growth %-0.25%0.59%-13.59%0.79%2.08%
EBITDA+-7.17M-4.66M1.04M-29.72M-877K18.38M
EBITDA Margin %-0.08%-0.04%0.01%-0.12%-0%0.05%
EBITDA Growth %-0.35%1.22%-29.52%0.97%21.95%
D&A (Non-Cash Add-back)1.05M1.48M3.54M6.65M6.79M10.07M
EBIT-9.7M-6.14M-2.48M-25.11M-6.38M8.31M
Net Interest Income+00-532K3.05M9.45M10.03M
Interest Income0003.05M9.45M10.03M
Interest Expense00532K000
Other Income/Expense-1.48M-290K-522K3.46M12.31M12.09M
Pretax Income+-9.7M-6.43M-3.02M-32.92M4.65M20.4M
Pretax Margin %-0.11%-0.05%-0.02%-0.13%0.02%0.05%
Income Tax+464K577K270K931K3.7M13.03M
Effective Tax Rate %1.05%1.09%1.09%1.03%0.2%0.4%
Net Income+-10.17M-7.01M-3.29M-33.85M950K8.24M
Net Margin %-0.11%-0.06%-0.02%-0.13%0%0.02%
Net Income Growth %-0.31%0.53%-9.3%1.03%7.67%
Net Income (Continuing)-10.17M-7.01M-3.29M-33.85M950K7.38M
Discontinued Operations000000
Minority Interest00005.17M9.75M
EPS (Diluted)+-0.08-0.05-0.02-0.240.010.06
EPS Growth %-0.31%0.55%-9.3%1.03%-
EPS (Basic)-0.08-0.05-0.02-0.240.010.06
Diluted Shares Outstanding134.9M134.9M140.71M141.16M146.07M148.86M
Basic Shares Outstanding134.9M134.9M140.71M141.16M142.59M145.87M
Dividend Payout Ratio------

Balance Sheet

Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024
Total Current Assets+44.83M43.63M283.54M257.38M265.55M276.18M
Cash & Short-Term Investments37.44M35.53M269.67M237.54M238.57M235.57M
Cash Only37.44M35.53M269.67M79.77M58.85M48.88M
Short-Term Investments000157.77M179.72M186.69M
Accounts Receivable1.94M1.4M2.19M3.56M7.9M8.96M
Days Sales Outstanding7.74.094.255.119.378.67
Inventory000000
Days Inventory Outstanding------
Other Current Assets2.96M4.05M6.34M16.28M19.09M31.66M
Total Non-Current Assets+2.85M11.33M16.54M41.31M65.94M114.76M
Property, Plant & Equipment1.6M2.97M8.27M20.09M20.75M17.66M
Fixed Asset Turnover57.39x42.07x22.73x12.66x14.82x21.34x
Goodwill01.99M1.99M6.53M24.88M56.14M
Intangible Assets408K2.23M2.92M10.29M16.08M32.05M
Long-Term Investments000000
Other Non-Current Assets832K4.14M3.35M4.41M4.22M8.9M
Total Assets+47.68M54.96M300.07M298.69M331.49M390.94M
Asset Turnover1.93x2.27x0.63x0.85x0.93x0.96x
Asset Growth %-0.15%4.46%-0%0.11%0.18%
Total Current Liabilities+30.15M42.91M71.55M88.7M94.48M114.09M
Accounts Payable6.82M8.65M9.94M15.49M9.19M10.46M
Days Payables Outstanding110.41105.5486.54116.4864.0858.33
Short-Term Debt000004.67M
Deferred Revenue (Current)1000K1000K1000K1000K1000K1000K
Other Current Liabilities3.18M4.94M14.46M8.77M11.11M16.34M
Current Ratio1.49x1.02x3.96x2.90x2.81x2.42x
Quick Ratio1.49x1.02x3.96x2.90x2.81x2.42x
Cash Conversion Cycle------
Total Non-Current Liabilities+18.69M18.89M2.98M10.09M12.7M10.5M
Long-Term Debt000000
Capital Lease Obligations0008.93M10.33M7.6M
Deferred Tax Liabilities180K209K268K11K839K1.62M
Other Non-Current Liabilities18.06M18.56M2.48M1.02M1.2M1.04M
Total Liabilities48.84M61.8M74.53M98.79M107.17M124.59M
Total Debt+00012.62M14.61M12.27M
Net Debt-37.44M-35.53M-269.67M-67.14M-44.24M-36.6M
Debt / Equity---0.06x0.07x0.05x
Debt / EBITDA-----0.67x
Net Debt / EBITDA---258.80x---1.99x
Interest Coverage---4.69x---
Total Equity+-1.16M-6.84M225.54M199.9M224.31M266.35M
Equity Growth %--4.9%33.97%-0.11%0.12%0.19%
Book Value per Share-0.01-0.051.601.421.541.79
Total Shareholders' Equity-1.16M-6.84M225.54M199.9M219.15M256.6M
Common Stock001K1K1K1K
Retained Earnings-28.8M-35.81M-39.1M-72.95M-72M-63.76M
Treasury Stock000000
Accumulated OCI00-230K-1.21M-752K-2.22M
Minority Interest00005.17M9.75M

Cash Flow

Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024
Cash from Operations+1.88M5.85M23.76M-9.62M7.99M47M
Operating CF Margin %0.02%0.05%0.13%-0.04%0.03%0.12%
Operating CF Growth %-2.12%3.06%-1.41%1.83%4.88%
Net Income-10.17M-7.01M-3.29M-33.85M950K7.38M
Depreciation & Amortization1.05M1.48M3.54M6.65M6.79M10.07M
Stock-Based Compensation504K02.74M7.39M15.34M28M
Deferred Taxes83K-90K59K-253K301K-1.09M
Other Non-Cash Items4.04M5.7M6.7M14.98M5.89M14.13M
Working Capital Changes6.37M5.77M14.01M-4.54M-21.28M-11.48M
Change in Receivables-744K738K-791K-3.32M-3.79M708K
Change in Inventory008.83M000
Change in Payables1.6M1.82M1.53M6.79M-7.39M450K
Cash from Investing+-1.16M-6.08M-4.63M-179.83M-29.07M-58.22M
Capital Expenditures-1M-3.4M-3.78M-4.23M-2.49M-3.8M
CapEx % of Revenue0.01%0.03%0.02%0.02%0.01%0.01%
Acquisitions------
Investments------
Other Investing-162K0-1.4M-15.7M-10.23M-21M
Cash from Financing+5.1M-1.67M215.32M-345K-19K1.87M
Debt Issued (Net)------
Equity Issued (Net)------
Dividends Paid000000
Share Repurchases------
Other Financing97K-1.6M1.33M1.74M2.5M0
Net Change in Cash------
Free Cash Flow+712K3.48M19.98M-15.56M335K43.19M
FCF Margin %0.01%0.03%0.11%-0.06%0%0.11%
FCF Growth %-3.89%4.73%-1.78%1.02%127.94%
FCF per Share0.010.030.14-0.110.000.29
FCF Conversion (FCF/Net Income)-0.18x-0.83x-7.23x0.28x8.41x5.71x
Interest Paid00321K229K197K0
Taxes Paid323K0248K603K3.1M12.85M

Key Ratios

Metric201920202021202220232024
Return on Equity (ROE)---3%-15.91%0.45%3.36%
Return on Invested Capital (ROIC)----61.55%-3.68%3.04%
Gross Margin75.53%76.03%77.69%80.91%82.99%82.62%
Net Margin-11.04%-5.62%-1.75%-13.31%0.31%2.19%
Debt / Equity---0.06x0.07x0.05x
Interest Coverage---4.69x---
FCF Conversion-0.18x-0.83x-7.23x0.28x8.41x5.71x
Revenue Growth-35.57%50.55%35.27%20.98%22.47%

Revenue by Segment

2021202220232024
Reportable---376.81M
Reportable Growth----

Revenue by Geography

2021202220232024
Other Geographical Area82.73M108.87M131.22M171.71M
Other Geographical Area Growth-31.59%20.53%30.85%
UNITED STATES85.64M119.78M146.41M170.73M
UNITED STATES Growth-39.86%22.24%16.61%

Frequently Asked Questions

Valuation & Price

Semrush Holdings, Inc. (SEMR) has a price-to-earnings (P/E) ratio of 214.8x. This suggests investors expect higher future growth.

Growth & Financials

Semrush Holdings, Inc. (SEMR) reported $428.6M in revenue for fiscal year 2024. This represents a 365% increase from $92.1M in 2019.

Semrush Holdings, Inc. (SEMR) grew revenue by 22.5% over the past year. This is strong growth.

Semrush Holdings, Inc. (SEMR) reported a net loss of $4.5M for fiscal year 2024.

Dividend & Returns

Semrush Holdings, Inc. (SEMR) has a return on equity (ROE) of 3.4%. This is below average, suggesting room for improvement.

Semrush Holdings, Inc. (SEMR) generated $48.0M in free cash flow for fiscal year 2024. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

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