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Semrush Holdings, Inc.

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
$1.79B
PER (TTM)
-387.9
30.5
配当利回り
--
52週高値
$18.01
52週安値
$6.56
52週レンジ
46%
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

Q3 2025 データ

売上高

$112.08M+15.05%
直近4四半期の推移

EPS

-$0.01-292.00%
直近4四半期の推移

フリーCF

$17.04M+176.52%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Nine Month Revenue Growth Revenue reached $326.0 M for nine months, marking a strong 19% increase over prior year period results.
Strong ARR Expansion Annual Recurring Revenue hit $455.4 M as of September 30, 2025, up from $400.7 M last year.
Positive Free Cash Flow Nine month Free Cash Flow totaled $32.0 M, showing improvement over $25.8 M generated previously.
Increased Operating Expenses Sales and Marketing expense grew 25% to $130.7 M for nine months due to headcount increases.

リスク要因

Q3 Customer Count Decline Experienced decrease of approximately 2,000 paying customers during Q3 2025 due to lower market softness.
Swing to Net Loss Nine month net loss reached $(7.9) M, reversing prior period net income of $4.9 M reported last year.
Lower Market Softness Softness at lower end of market impacting customer segment includes freelancers and less sophisticated users.
Retention Rate Pressure Anticipate temporary pressures on dollar-based net revenue retention as market softness continues at lower end.

見通し

AI Product Investment Focus Plan to increase investment in product development and generative AI to enhance platform capabilities and differentiation.
New Share Repurchase Plan Board authorized $150.0 M share repurchase program; no shares repurchased in the current reporting periods.
G&A Efficiency Expected Expect general and administrative expenses to decrease as a percentage of revenue over time supporting future scalability.
Cross-Selling Momentum Continue seeing increased momentum cross-selling broader digital marketing platform features within existing customer base cohorts.

同業比較

売上高 (TTM)

Upbound Group, Inc.UPBD
$4.58B
+7.5%
GigaCloud Technology Inc.GCT
$1.22B
+10.2%
Fastly, Inc.FSLY
$624.02M
+14.8%

粗利益率 (最新四半期)

Rezolve AI LimitedRZLV
95.6%
+25.9pp
Radware Ltd.RDWR
80.7%
-0.1pp
Semrush Holdings, Inc.SEMR
80.2%
-2.3pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
FSLY$2.40B-19.8-12.9%7.1%
SEMR$1.79B-387.9-1.7%3.1%
PDFS$1.27B-23931.0-0.0%18.2%

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
3.0%
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2月25日
|
EPS:$0.09
|
売上高:-
財務レポート
財務データ
全年度

  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月10日|
    売上高: $112.08M+15.1%
    |
    EPS: $-0.01-292.0%
    予想を下回る

  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月7日|
    売上高: $108.89M+19.7%
    |
    EPS: $-0.04-488.6%
    予想を下回る

  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月8日|
    売上高: $105.02M+22.4%
    |
    EPS: $0.01-60.8%
    予想を下回る

  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年3月3日|
    売上高: $376.82M+22.5%
    |
    EPS: $0.06+743.3%
    予想を下回る

  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月12日|
    売上高: $97.41M+23.7%
    |
    EPS: $0.01-74.6%
    予想を下回る

  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月9日|
    売上高: $90.95M+21.8%
    |
    EPS: $0.01-670.0%
    予想を下回る

  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月8日|
    売上高: $85.81M+21.1%
    |
    EPS: $0.01-121.3%
    予想を下回る

  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年3月7日|
    売上高: $307.68M+21.0%
    |
    EPS: $0.01+102.8%
    予想を下回る