What Does Semrush (SEMR) Do? – Stock Outlook, Earnings, Market Cap, Related Stocks, and Headquarters at a Glance
A digital marketing SaaS that delivers SEO, content marketing, and competitive analysis on a single platform, serving as the industry-standard online marketing tool subscribed to by more than one million users worldwide.
🏢 What kind of company is SEMrush?
SEMrush Holdings, Inc. (SEMR) is an Online Visibility Management SaaS company that enables businesses to manage their entire online marketing workflow on a single platform. Best known as an SEO (search engine optimization) tool, it has grown into an all-in-one marketing platform covering the full spectrum of digital marketing, including content marketing, competitive analysis, advertising (PPC), social media management, and PR. Founded in 2008, the company is headquartered in Boston and Barcelona and listed on the New York Stock Exchange in 2021. More than one million marketers, SEO professionals, and companies around the world subscribe to its tools, and more than 30% of Fortune 500 companies use them.
💰 How does it make money?
Semrush generates nearly all of its revenue from SaaS subscription fees. It offers Pro, Guru, and Business plans tailored to individuals, teams, and enterprises.
| Business Segment | Revenue Weight | Description |
|---|---|---|
| SEO Tool Subscriptions | Core | Subscriptions to SEO tools including keyword research, competitive analysis, backlink tracking, and site audits |
| Content Marketing Platform | Growing | Integrated solution for content idea discovery, optimization, and performance tracking |
| Advertising & Social Media Management | Complementary | PPC ad analysis, social media scheduling and analytics, and PR monitoring tools |
| Enterprise Solutions | High-growth | Custom APIs, team collaboration, and tailored reporting for large enterprises |
TTM (trailing twelve months) revenue stands at approximately $428.6 million, up roughly 20% year over year. The United States is its largest market, followed by the United Kingdom and Europe.
Market cap and company scale
Semrush has a market capitalization of $1.8B, roughly About 1% of Samsung Electronics' market cap. The company employs 1,567 people people and operates offices in major cities worldwide, including Boston, Barcelona, Berlin, Prague, and Warsaw. It is a global marketing SaaS subscribed to by more than one million marketers and SEO professionals around the world.
📈 Semrush outlook and price action
Semrush is positioned to benefit from structural growth in the digital marketing market and rising demand for AI-driven marketing automation. The company is integrating AI capabilities into its platform to automate content creation and SEO optimization, boosting customer value, while expanding its enterprise customer base to drive ARPU (average revenue per user) growth.
Analysts view the steady revenue growth rate (around 20% YoY), high subscription renewal rates, and upsell opportunities tied to strengthened AI features positively. On the other hand, intensifying competition from SEO-focused tools such as Ahrefs and Moz, as well as larger marketing platforms like HubSpot and Adobe, and the long-term risk that AI could fundamentally change how search works and reshape demand for SEO tools are cited as concerns.
⚔️ Key competitive strengths and risks
An all-in-one platform covering the full spectrum of digital marketing and a vast data asset base are key strengths, while AI-driven search innovation and competition with larger platforms present risks.
💪 Key Competitive Strengths
⚠️ Key Risks
Competitors and related beneficiary stocks
Let's take a look at companies that compete with Semrush in the digital marketing tools and SEO software market, as well as companies that stand to benefit from Semrush's growth.
Competitors: HubSpot (HUBS) is a CRM and marketing automation platform that overlaps with Semrush's content marketing space. ZoomInfo (GTM) competes in the B2B marketing data segment. Similarweb (SMWB) is a competitor in web traffic analytics, while Ahrefs and Moz are SEO-focused tool companies (privately held).
Related (beneficiary) stocks: Growth in Alphabet's (GOOGL) search advertising market directly drives demand for SEO tools. The growth of the WordPress and CMS-based Automattic (privately held) ecosystem is also linked to Semrush demand. Amazon (AMZN) and Alphabet (GOOGL), which supply cloud infrastructure, also stand to benefit indirectly.
Compare the real-time prices and key metrics of competitors and related companies in the table below.
| Ticker | Company | Price | Change | Market Cap | P/E | PBR | ROE | Dividend Yield |
|---|---|---|---|---|---|---|---|---|
| HubSpot Inc | $225.33 | +0.8% | $11.2B | 79.8 | 6.8 | 7.89% | - | |
| ZoomInfo Technologies Inc | $3.80 | +0.0% | $1.1B | - | 1.3 | -45.45% | - | |
| Similarweb Ltd | $8.07 | -0.4% | $706.9M | - | 31.3 | -94.02% | - | |
| GOOGL | Alphabet Inc | $338.41 | +1.8% | $4.13T | 17.0 | 6.7 | 48.68% | 0.24% |
| ADBE | Adobe Inc | $252.23 | +1.4% | $100.3B | 14.1 | 8.7 | 61.9% | - |
| Ticker | Company | Price | Change | Market Cap | P/E | PBR | ROE | Dividend Yield |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc | $338.41 | +1.8% | $4.13T | 17.0 | 6.7 | 48.68% | 0.24% |
| META | Meta Platforms Inc | $648.03 | +0.6% | $1.65T | 24.4 | 6.3 | 29.85% | 0.29% |
| Trade Desk Inc | $14.34 | +2.6% | $6.7B | 17.0 | 2.6 | 15.44% | - | |
| AMZN | Amazon.com Inc | $256.78 | +1.9% | $2.77T | 20.6 | 5.0 | 30.56% | - |
| CRM | Salesforce Inc | $247.72 | +1.9% | $203.9B | 22.6 | 5.3 | 19.38% | 0.45% |
✅ Investor checklist
Semrush is a SaaS company that has established itself as an essential digital marketing tool, making it a structurally growing stock with consistent demand as long as companies seek to strengthen their online presence. Its appeal lies in being the industry-standard platform used by marketers, agencies, and enterprises alike.
| Checklist | What to verify | Current status |
|---|---|---|
| 📈 Revenue growth rate | Is annual revenue growth maintained at 15% or higher? | ✅ Approximately 20% YoY growth |
| 🔄 Subscription renewal rate | Is the net revenue retention rate (NRR) from existing customers remaining high? | ✅ High renewal rate |
| 🤖 AI transition | Are AI features strengthening the platform's competitiveness? | ✅ Actively integrating AI tools |
| 💰 Profitability | Is the shift to GAAP profitability progressing? | ⚠️ Continuous monitoring required |
As AI search engines (such as ChatGPT and Perplexity) increasingly replace traditional Google search, the importance of SEO may change. Semrush is also rolling out AI tools to respond to this shift, but it remains important to watch how the SEO market evolves over the long term.
In summary, Semrush is a marketing SaaS company whose all-in-one platform serves as an essential digital marketing tool and is expected to deliver stable growth. Its ability to adapt to changes in the marketing environment in the AI era will be the key variable determining long-term investment value.
On US Stock Today's real-time dashboard, check Semrush's live quotes, technical indicators, and peer comparisons at a glance.