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Semrush Holdings, Inc.

NYSE•SEMR
CEO: Mr. Oleg Shchegolev
セクター: Technology
業種: Software - Application
上場日: 2021-03-24
Semrush Holdings, Inc. develops an online visibility management software-as-a-service platform in the United States, the United Kingdom, and internationally. 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 serves small and midsize businesses, enterprises, and marketing agencies, including consumer internet, digital media, education, financial services, healthcare, retail, software, telecommunications, and others. Semrush Holdings, Inc. was founded in 2008 and is headquartered in Boston, Massachusetts.
連絡先情報
800 Boylston Street, Suite 2475, Boston, MA, 02199, United States
800-851-9959
www.semrush.com
時価総額
$1.81B
PER (TTM)
-94.2
36.3
配当利回り
--
52週高値
$11.95
52週安値
$6.56
52週レンジ
99%
順位46Top 59.5%
3.5
F-Score
改良版 Piotroski 分析
6年ファンダメンタル
弱い • 3.5 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2020-2025

財務ダッシュボード

Q4 2025 データ

売上高

$117.66M+0.00%
直近4四半期の推移

EPS

-$0.08+0.00%
直近4四半期の推移

フリーCF

$14.83M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Revenue Growth Strong Revenue increased 18% to $443.6M for 2025, driven by strong upsell and cross-sell activity.
ARR Growth Solidifies Annual Recurring Revenue grew to $471.4M, reflecting successful adoption of Enterprise and AI products.
Cash Flow Margin Rises Free Cash Flow margin improved to 9.7% in 2025, up from 9.4% in 2024, showing capital efficiency.
Adobe Acquisition Announced Entered Merger Agreement with Adobe in November 2025, offering $12.00 cash per share for all stock.

リスク要因

Merger Execution Risk Pending Adobe acquisition faces delays or failure, potentially disrupting operations, personnel retention, and business relationships.
Profitability Swings Negative Reported Net Loss of $(19.5)M in 2025, reversing prior year's net income of $7.4M, due to increased operating expenses.
Paying Customer Base Declining Paying customers decreased by approximately 9,000 to 108,000 due to softness in the lower-end market.
Third-Party Data Reliance Business suffers if access to critical third-party data sources is lost or terms become less favorable.

見通し

Enterprise Product Expansion Strategy focuses on expanding Enterprise SEO and new generative AI product portfolio adoption across customer base.
GTM Motions Optimization Continue optimizing Product-Led Growth, Sales-Assisted, and Sales-Led motions to balance CAC and LTV efficiently.
Continued R&D Investment Plan sustained investment in R&D, focusing on AI integration and enhancing proprietary data assets for innovation.
Post-Merger NYSE Delisting Following merger completion, the Company anticipates being delisted from the New York Stock Exchange.

同業比較

売上高 (TTM)

UPBD stock ticker logoUPBD
$4.70B
+8.7%
GCT stock ticker logoGCT
$1.29B
+11.1%
FSLY stock ticker logoFSLY
$624.02M
+14.8%

粗利益率 (最新四半期)

RZLV stock ticker logoRZLV
95.6%
+25.9pp
RDWR stock ticker logoRDWR
80.7%
-0.1pp
SEMR stock ticker logoSEMR
80.4%
-2.3pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
FSLY$3.68B-29.9-12.9%28.7%
SEMR$1.81B-94.2-6.7%2.8%
GCT$1.58B11.530.7%39.0%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
3.9%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月5日
|
EPS:-
|
売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし