Semrush Holdings Valuation

Is SEMR undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

1/6

Valuation Score 1/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of SEMR when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: SEMR ($13.15) is trading above our estimate of fair value ($10.59)

Significantly Below Fair Value: SEMR is trading above our estimate of fair value.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for SEMR?

Other financial metrics that can be useful for relative valuation.

SEMR key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue5x
Enterprise Value/EBITDA95.2x
PEG Ratio2.4x

Price to Earnings Ratio vs Peers

How does SEMR's PE Ratio compare to its peers?

The above table shows the PE ratio for SEMR vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average31.4x
CXM Sprinklr
37.8x13.7%US$1.9b
OPRA Opera
10x2.3%US$1.6b
DV DoubleVerify Holdings
47.8x21.1%US$2.9b
SPNS Sapiens International
30x15.7%US$2.1b
SEMR Semrush Holdings
129.4x52.9%US$1.9b

Price-To-Earnings vs Peers: SEMR is expensive based on its Price-To-Earnings Ratio (129.4x) compared to the peer average (31.4x).


Price to Earnings Ratio vs Industry

How does SEMR's PE Ratio compare vs other companies in the US Software Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a16.8%
n/an/an/a
No. of CompaniesPE048121620

Fetching data

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a16.8%
n/an/an/a
No more companies

Price-To-Earnings vs Industry: SEMR is expensive based on its Price-To-Earnings Ratio (129.4x) compared to the US Software industry average (38.5x).


Price to Earnings Ratio vs Fair Ratio

What is SEMR's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

SEMR PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio129.4x
Fair PE Ratio40x

Price-To-Earnings vs Fair Ratio: SEMR is expensive based on its Price-To-Earnings Ratio (129.4x) compared to the estimated Fair Price-To-Earnings Ratio (40x).


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst SEMR forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$13.15
US$17.67
+34.3%
9.0%US$21.00US$16.00n/a6
Oct ’25US$15.24
US$17.17
+12.6%
12.3%US$21.00US$14.00n/a6
Sep ’25US$13.74
US$16.83
+22.5%
9.3%US$19.00US$14.00n/a6
Aug ’25US$14.14
US$16.08
+13.7%
9.6%US$18.00US$14.00n/a6
Jul ’25US$13.61
US$16.08
+18.2%
9.6%US$18.00US$14.00n/a6
Jun ’25US$15.26
US$16.08
+5.4%
9.6%US$18.00US$14.00n/a6
May ’25US$12.40
US$14.00
+12.9%
13.0%US$17.00US$12.00n/a6
Apr ’25US$13.53
US$13.71
+1.4%
13.3%US$17.00US$12.00n/a7
Mar ’25US$12.56
US$13.50
+7.5%
9.3%US$15.00US$12.00n/a6
Feb ’25US$11.55
US$12.00
+3.9%
17.3%US$15.00US$9.00n/a6
Jan ’25US$13.66
US$11.33
-17.0%
17.4%US$15.00US$9.00n/a6
Dec ’24US$11.17
US$11.00
-1.5%
12.9%US$13.00US$9.00n/a6
Nov ’24US$7.61
US$12.00
+57.7%
10.8%US$14.00US$10.00US$13.156
Oct ’24US$8.50
US$11.71
+37.8%
11.8%US$14.00US$10.00US$15.247
Sep ’24US$9.23
US$11.71
+26.9%
11.8%US$14.00US$10.00US$13.747
Aug ’24US$10.63
US$10.93
+2.8%
16.3%US$14.00US$9.00US$14.147
Jul ’24US$9.57
US$11.00
+14.9%
17.4%US$14.00US$9.00US$13.616
Jun ’24US$7.90
US$11.00
+39.2%
17.4%US$14.00US$9.00US$15.266
May ’24US$9.69
US$11.33
+17.0%
16.6%US$14.00US$9.00US$12.406
Apr ’24US$10.05
US$11.33
+12.8%
16.6%US$14.00US$9.00US$13.536
Mar ’24US$7.93
US$13.33
+68.1%
27.3%US$20.00US$9.00US$12.566
Feb ’24US$9.82
US$13.33
+35.8%
27.3%US$20.00US$9.00US$11.556
Jan ’24US$8.14
US$13.67
+67.9%
24.1%US$20.00US$10.00US$13.666
Dec ’23US$9.43
US$14.17
+50.2%
20.5%US$20.00US$11.00US$11.176
Nov ’23US$11.91
US$16.33
+37.1%
11.5%US$20.00US$14.00US$7.616

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.


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