Similarweb バランスシートの健全性
財務の健全性 基準チェック /56
Similarwebの総株主資本は$22.8M 、総負債は$0.0で、負債比率は0%となります。総資産と総負債はそれぞれ$282.1Mと$259.3Mです。
主要情報
0%
負債資本比率
US$0
負債
| インタレスト・カバレッジ・レシオ | n/a |
| 現金 | US$73.90m |
| エクイティ | US$22.77m |
| 負債合計 | US$259.35m |
| 総資産 | US$282.12m |
財務の健全性に関する最新情報
更新なし
Recent updates
ナラティブ更新 • Aug 19
SMWB: Large Enterprise Contracts And AI Ads Rollout Will Test Execution
Analysts have lifted their average price target on Similarweb to about $9, pointing to what they describe as a stronger large deal pipeline, repeat multi year contracts, and a recent shift in the company’s growth narrative following Q2 results. Analyst Commentary Recent Street research on Similarweb shows a wide range of views, with several firms lifting price targets following the latest Q2 update and contract wins.ナラティブ更新 • Aug 05
SMWB: Larger Enterprise Wins Will Test Execution And Margin Improvement Hopes
Analysts have raised their Similarweb price target to $7, up from a previous range of $3 to $4, citing recent large enterprise wins, updated revenue estimates through FY26, and a higher assumed future P/E multiple in their models. Analyst Commentary Recent research on Similarweb reflects a mix of optimism about the business and caution around execution and valuation.
ナラティブ更新 • Jul 22
SMWB: Large Enterprise Contracts Will Highlight Concentration Risk Over The Next Few Years
Analysts have lifted their price targets on Similarweb to $7, citing the company surpassing $300M ARR through recent multi year enterprise wins and expressing greater confidence in its outlook. This improvement feeds into a higher fair value estimate alongside updated revenue growth and P/E assumptions.Seeking Alpha • Jul 13
Similarweb: Large LLM Contracts Represent A New Era For This Analytics Company
Summary Similarweb is poised for further upside as market leadership shifts to overlooked small- and mid-cap names. Recent seven-figure, multi-year deals totaling $47 million TCV signal a step-change in SMWB's growth trajectory. The company's data is increasingly valuable for LLM training, supporting sustainable demand and competitive differentiation. Despite a recent rally, SMWB's valuation remains attractive given its 80% gross margins and under 1% TAM penetration. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 08
SMWB: ARR Milestone And Enterprise Wins Will Support Future Re Rating Potential
Similarweb's analyst price target has been raised to $7 from $4, with analysts pointing to the company's move past $300M in ARR and recent multi year enterprise wins as support for a higher fair value and updated profitability and growth assumptions. Analyst Commentary Recent research on Similarweb highlights a mix of views, but the latest price target increase to US$7 points to a more constructive tone among bullish analysts who are focused on execution and contract wins.ナラティブ更新 • Jun 24
SMWB: Enterprise Contracts And AI Integrations Will Shape Balanced Medium Term Outlook
Analysts have raised their average price target on Similarweb to $7 from $4, citing the company surpassing $300M ARR with new multi year enterprise deals that have led to higher estimates and reinforced confidence in its stated FY26 outlook. Analyst Commentary Recent research on Similarweb highlights a mix of enthusiasm around the company crossing $300M in annual recurring revenue and caution around execution risk and valuation, especially after the new multi year enterprise deals.ナラティブ更新 • Jun 06
SMWB: LLM Data Agreements And Efficiency Gains Will Drive Future Re Rating Potential
Analysts have reduced their price targets on Similarweb by $2, reflecting slightly lower assumptions for fair value, profit margins and future P/E, following recent rating and target changes at major firms. Analyst Commentary Recent research has centered on how adjustments to fair value assumptions, profit margins and future P/E feed into price targets for Similarweb, with some investors focusing less on the downgrade headlines and more on what the updated models imply for long term execution.ナラティブ更新 • May 22
SMWB: Cooler Street Tone Will Pressure Execution And Margin Improvement Hopes
Analysts have reduced their price target on Similarweb by $2. This change reflects updated assumptions of slightly lower revenue growth and profit margins, partly offset by a modestly lower discount rate and a higher future P/E multiple.ナラティブ更新 • May 06
SMWB: Margin Gains Will Offset Lumpy AI Data Deal Execution Risks
Analysts have reduced their average price target for Similarweb by $0.50 to reflect lower fair value assumptions, as well as Street concerns about softer recent revenue trends, execution challenges, and less certain large language model data deal timing. Analyst Commentary Recent Street research has leaned cautious on Similarweb, with several bearish analysts cutting price targets and moving to more neutral ratings after the company reported Q4 revenue below consensus and issued softer FY26 guidance.ナラティブ更新 • Apr 20
SMWB: LLM Data Deal Timing Will Drive Future Re Rating Potential
Analysts have sharply reduced the implied fair value for Similarweb from about $17.00 to roughly $7.00, citing lower price targets, softer near term revenue expectations, execution issues, and less aggressive future P/E assumptions following recent downgrades and cautious commentary on LLM deal timing and core growth. Analyst Commentary Recent research has turned more cautious on Similarweb, with several firms cutting ratings, removing price targets, or reducing existing targets.ナラティブ更新 • Apr 05
SMWB: Higher Margin Outlook Will Support Lumpy AI Data Deal Upside
Narrative Update on Similarweb Analysts have pulled back their price targets on Similarweb, with several cuts into a broad $4 to $8.50 range after Q4 revenue missed expectations on delayed large language model data deals, softer guidance for 2026, and repeated concerns around sales execution and the pace of core business growth. Analyst Commentary Recent Street research on Similarweb has turned more cautious, with a cluster of price target cuts and several rating downgrades following the Q4 revenue miss, softer long term guidance, and concerns around sales execution and the consistency of large language model data deals.ナラティブ更新 • Mar 22
SMWB: AI Data Deals And Web Metrics Partnerships Will Support Future Upside
Similarweb's updated fair value estimate moves lower by around $0.75 per share as analysts trim price targets, citing softer Q4 revenue tied to delayed large language model data deals, slower core growth, and ongoing sales execution challenges. Analyst Commentary Street research has turned more cautious on Similarweb following Q4 revenue and bookings that came in below consensus and softer FY26 guidance, but there are still some pockets of optimism on the valuation and product opportunity.ナラティブ更新 • Mar 08
SMWB: Higher Margin Outlook Will Offset Lumpy AI Data Deal Concerns
Analysts have cut their average price targets on Similarweb by several dollars, with estimates now clustered in the $4 to $8.50 range, as they factor in softer revenue trends, sales execution challenges, and less predictable large language model data deals into their updated fair value and growth assumptions. Analyst Commentary Across recent research updates, Bearish analysts have generally shifted to more cautious stances on Similarweb, cutting price targets and, in several cases, downgrading ratings after the latest Q4 results and guidance.ナラティブ更新 • Feb 22
SMWB: AI Data Deals And Web Metrics Integration Will Support Future Upside
Analysts have sharply reduced their average price target on Similarweb, with recent cuts to $8.50, $7.50, $7, $5 and $4. These moves point to ongoing concerns around softer revenue, lumpy AI data deals, execution challenges and uncertain timing for growth reacceleration.ナラティブ更新 • Feb 07
SMWB: Higher Margin Outlook Will Offset Concerns On Core Demand Trends
Analysts have trimmed their price expectations for Similarweb, with the latest update reflecting a shift in the implied fair value from about $7.50 to $7.00 as they weigh concerns about growth reacceleration against recent Street target cuts to $7.50 and $10. Analyst Commentary Recent Street commentary around Similarweb points to a more cautious tone, with attention on execution risk around growth and what that could mean for valuation over the next couple of years.分析記事 • Feb 02
Why Investors Shouldn't Be Surprised By Similarweb Ltd.'s (NYSE:SMWB) 27% Share Price Plunge
To the annoyance of some shareholders, Similarweb Ltd. ( NYSE:SMWB ) shares are down a considerable 27% in the last...ナラティブ更新 • Jan 24
SMWB: Higher Margin Outlook Will Offset Cautious Growth Expectations
Analysts have revised their fair value estimate for Similarweb to $7.50 from $10, citing slower expected revenue growth, a higher discount rate and a lower assumed future P/E, partly offset by an improved profit margin outlook. Analyst Commentary Recent Street research highlights a shift toward more cautious sentiment on Similarweb, with attention on growth durability and the level of execution needed to support prior valuation assumptions.ナラティブ更新 • Jan 10
SMWB: AI Intelligence And Web Platform Expansion Will Support Future Upside Potential
Analysts now hold their average price target for Similarweb steady at US$12.38, reflecting only minor tweaks to assumptions around discount rate, long term growth, profit margin, and future P/E, rather than a change in overall conviction. What's in the News Similarweb rolled out an expanded Generative AI intelligence suite that tracks how brands appear in AI search and chatbot answers across platforms such as ChatGPT, Gemini and Perplexity, including new citation analysis tools to show which sources dominate AI responses and how frequently brands are mentioned for key prompts (Key Developments).ナラティブ更新 • Dec 26
SMWB: Expanded AI Intelligence Suite Will Drive Strong Future Competitive Advantage
Analysts have slightly lowered their average price target on Similarweb by 2.0 percent to approximately $12.38, reflecting more conservative assumptions for long term revenue growth, partially offset by improved profitability and a lower expected future valuation multiple. What's in the News Rolled out a major expansion of Generative AI intelligence tools, enabling brands to track, benchmark, and optimize how they appear in AI search and chatbot answers across platforms like ChatGPT, Gemini, and Perplexity (company announcement) Introduced new Gen AI Brand Visibility features, including citation and prompt analysis, to monitor Generative Engine Optimization and strengthen share of voice in AI generated responses (company announcement) Enhanced App Intelligence and Shopper Intelligence with AI driven reviews analysis, consumer journey insights, Amazon sales benchmarking, and an AI Amazon Keyword Agent to surface high intent search terms (company announcement) Launched Web Intelligence 4.0, a competitive intelligence platform designed to map digital markets, compare performance across products and regions, and integrate competitive intelligence with SEO capabilities (company announcement) Provided 2025 revenue guidance of $285 million to $288 million, implying roughly 15 percent year over year growth at the midpoint (company guidance) Valuation Changes Fair Value Estimate edged down slightly from $12.63 to $12.38 per share, reflecting modestly more conservative expectations.分析記事 • Dec 18
Similarweb Ltd.'s (NYSE:SMWB) Business And Shares Still Trailing The Industry
Similarweb Ltd.'s ( NYSE:SMWB ) price-to-sales (or "P/S") ratio of 2.2x might make it look like a strong buy right now...ナラティブ更新 • Dec 12
SMWB: Expanded AI Intelligence Capabilities Will Drive Long-Term Competitive Edge
Narrative Update on Analyst Price Target Analysts have maintained their price target for Similarweb at $12.63. This reflects continued confidence in the company’s long term growth prospects and margin trajectory, despite only marginal updates to underlying model assumptions.ナラティブ更新 • Nov 28
SMWB: Expansion Of AI Intelligence Tools Will Drive Competitive Advantage
Analysts have slightly lowered their price target for Similarweb from $12.75 to $12.63, citing modest adjustments to revenue growth and profit margin projections. What's in the News Major expansion of Generative AI intelligence tools, enabling businesses to track and enhance brand performance in AI search and chatbot answers.ナラティブ更新 • Nov 14
SMWB: Rising Profit Margins And Leadership Changes Will Drive Future Momentum
Analysts have lowered their price target for Similarweb from $13.38 to $12.75 per share. They cite more moderate expectations for revenue growth, even though there have been improvements in projected profit margins and a reduced future price-to-earnings ratio.分析記事 • Aug 31
Improved Revenues Required Before Similarweb Ltd. (NYSE:SMWB) Stock's 31% Jump Looks Justified
Despite an already strong run, Similarweb Ltd. ( NYSE:SMWB ) shares have been powering on, with a gain of 31% in the...分析記事 • Aug 21
Why We Think Similarweb Ltd.'s (NYSE:SMWB) CEO Compensation Is Not Excessive At All
NYSE:SMWB 1 Year Share Price vs Fair Value Explore Similarweb's Fair Values from the Community and select yours Key...分析記事 • May 15
US$13.75: That's What Analysts Think Similarweb Ltd. (NYSE:SMWB) Is Worth After Its Latest Results
Investors in Similarweb Ltd. ( NYSE:SMWB ) had a good week, as its shares rose 3.0% to close at US$7.67 following the...分析記事 • Apr 28
An Intrinsic Calculation For Similarweb Ltd. (NYSE:SMWB) Suggests It's 40% Undervalued
Key Insights Similarweb's estimated fair value is US$12.89 based on 2 Stage Free Cash Flow to Equity Similarweb's...
新しいナラティブ • Apr 22
Data Integration With Bloomberg Will Unlock Gen AI Opportunities
Strategic investments in R&D and market teams aim to leverage AI opportunities and capture demand for increased revenue growth and innovation.分析記事 • Mar 12
Benign Growth For Similarweb Ltd. (NYSE:SMWB) Underpins Stock's 48% Plummet
Similarweb Ltd. ( NYSE:SMWB ) shareholders won't be pleased to see that the share price has had a very rough month...Seeking Alpha • Jan 13
Similarweb: Price Gains Are Just The Beginning For This DaaS
Summary I maintain my 'Buy' rating for Similarweb stock due to their re-accelerating revenue growth and improved net dollar retention metrics. Similarweb's share price has surged from $9 to nearly $15, showcasing stellar performance well above sector medians. The company reported $64.7M in Q3 revenue, marking an 18% year-over-year increase and four consecutive quarters of growth acceleration. Despite significant price appreciation, Similarweb remains undervalued compared to peers like ZoomInfo, with stronger growth and retention metrics justifying a higher valuation multiple. Read the full article on Seeking Alpha財務状況分析
短期負債: SMWBの 短期資産 ( $161.1M ) は 短期負債 ( $213.0M ) をカバーしていません。
長期負債: SMWBの短期資産 ( $161.1M ) が 長期負債 ( $46.4M ) を上回っています。
デット・ツー・エクイティの歴史と分析
負債レベル: SMWBは負債がありません。
負債の削減: SMWB 5 年前には負債がありませんでした。
貸借対照表
キャッシュ・ランウェイ分析
過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。
安定したキャッシュランウェイ: 利益は出ていないものの、 SMWBは現在のプラスの フリーキャッシュフロー レベルを維持すれば、3 年以上は十分な キャッシュランウェイ を有しています。
キャッシュランウェイの予測: SMWBは利益は出ていませんが、フリーキャッシュフローがプラスであり、年間40.2 % 増加しているため、3 年以上は十分なキャッシュランウェイがあります。
健全な企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/23 10:55 |
| 終値 | 2026/08/21 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Similarweb Ltd. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13
| アナリスト | 機関 |
|---|---|
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |
| Tyler Radke | Citigroup Inc |