Does SEMrush Stock Lead the Pack?
SEMrush (SEMR) stock has significantly underperformed over the past year, falling 17%, contrasting with a modest decline of 5% for peer Autodesk (ADSK). A closer look reveals strong revenue growth of 0.22, outpacing ADSK’s 0.13, yet SEMR grapples with a negative operating margin (-0.002) and PE ratio (-1363.66), indicating unprofitability unlike ADSK’s robust 0.229 margin and 59.46 PE. Despite a decent free cash flow margin (0.073), SEMR’s challenge lies in translating growth into consistent earnings, limiting its valuation upside.
- SEMR’s ~0% operating margin, lowest among peers (ADSK 22.9%), signals profitability struggles or a heavy investment phase.
- SEMR’s 22.2% LTM revenue growth, outpacing ADSK but behind HIT, reflects robust market capture amid competition.
- SEMR’s -16.7% stock decline and -1363.7 PE show investor concern over profitability despite growth, underperforming ADSK.
Here’s how SEMrush stacks up across size, valuation, and profitability versus key peers.
| SEMR | ADSK | HIT | |
|---|---|---|---|
| Market Cap ($ Bil) | 1.7 | 62.0 | 0.1 |
| Revenue ($ Bil) | 0.4 | 6.6 | 0.0 |
| PE Ratio | -1,363.7 | 59.5 | 56.1 |
| LTM Revenue Growth | 22.2% | 13.8% | 29.7% |
| LTM Operating Margin | -0.2% | 22.9% | 5.0% |
| LTM FCF Margin | 7.4% | 28.0% | 4.9% |
| 12M Market Return | -16.7% | -4.6% |
For more details on SEMrush, read Buy or Sell SEMR Stock. Below we compare SEMR’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| SEMR | 22.2% | – | 22.5% | 21.0% | 35.3% |
| ADSK | 13.8% | 11.5% | 9.8% | 14.1% | |
| HIT | 29.7% | – | 1.8% | 231.9% | � |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| SEMR | -0.2% | – | 2.2% | -2.1% | -9.9% |
| ADSK | 22.9% | 22.3% | 20.5% | 19.8% | |
| HIT | 5.0% | – | 5.1% | 17.7% | 3.6% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| SEMR | -1363.7 | – | 210.4 | 2050.3 | -33.9 |
| ADSK | 59.5 | 57.1 | 57.5 | 49.0 | |
| HIT | 56.1 | – | 414.0 | � | � |
Still not sure about SEMR stock? Consider portfolio approach.
A Multi Asset Portfolio Beats Picking Stocks Alone
Single markets are unpredictable but different assets react differently. A multi asset portfolio cuts downside shocks while keeping upside on the table.
The asset allocation framework of Trefis’ Boston-based, wealth management partner yielded positive returns during the 2008-09 period when the S&P lost more than 40%. Our partner’ strategy now includes Trefis High Quality Portfolio, which has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices