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SEMrush Is A Proven Winner

Apr. 07, 2021 11:41 AM ETSemrush Holdings, Inc. (SEMR)3 Comments
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Overlooked Alpha


  • SEMrush provides a SaaS platform that helps companies improve their online marketing efforts.
  • Annual recurring revenues of $144 million with 76% gross margins and a 50% revenue growth rate.
  • Reasonable valuation of 12 times sales following a lacklustre IPO.

Hand of businessman using laptop with icon social media and social network. Online marketing concept
Photo by marchmeena29/iStock via Getty Images

SEMrush (NYSE:SEMR) is a SaaS business directed at online marketers which IPO’d on March 25th, 2021. The company boasts annual recurring revenues of $144 million with 76% gross margins and a 50% revenue growth rate measured between

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We search the world for overlooked, undiscovered and hidden opportunities. Read our newsletter at Overlooked Alpha. Articles are for educational purposes only. Formerly contributed under 'Marwood Capital'.

Analyst’s Disclosure: I am/we are long SEMR. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

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Comments (3)

Thanks. Is this still a buy here?
Reddington profile picture
Your "fiercely competitive" industry is an accurate statement. Your grid chart lists companie sthat are not direct competitors. MOZ, aHREFS, and Majestic are their major competitors.
Cambridge STR profile picture
I bought at 11.50 but sold most shares as the priced neared 17. It still has a lofty valuation. LinkedIn Insights hints at slow hiring of new employees which may indicate higher profits ahead or insufficient staff for continued high growth.
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