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

$4.70B

+8.7%

GCT

$1.29B

+11.1%

FSLY

$624.02M

+14.8%

粗利益率 (最新四半期)

RZLV

95.6%

+25.9pp

RDWR

80.7%

-0.1pp

SEMR

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	$1.58B	11.5	30.7%	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