SEMrush stock analysis. Is it time to Buy SEMrush?
SEMrush competitors
SEMRush is on of leaders in SaaS seo tools with +1 500 employees on Linkedin www.linkedin.com/company/semrush/ with active hiring with 53 job openings
Partial competitor is Similarweb and it is only company from list of competitors is trading on stock exchange is Similarweb finance.yahoo.com/quote/SMWB?p=SMWB&...
Main competitors of SEMrush are only :
1. MOZ with 310 employees on LinkedIn www.linkedin.com/company/moz/ with active hiring with 27 open jobs. This company was acquired by iContact Marketing Corp in 2021.
2. Ahrefs with 112 employees on Linkedin www.linkedin.com/company/ahrefs/ no active hiring.
3. SE Ranking with 150 employees www.linkedin.com/com...ny/se-ranking/about/ , no active hiring
Small competitors
SERPstat from NetPeak marketing agency, there is no info how many people work here but I expect not more than 100 employees dedicated to SERPstat. No activel hiring. www.linkedin.com/com...pany/serpstat/about/
Spyfu with 18 employees on linkedin www.linkedin.com/company/spyfu/ without actively hiring.
My main conclusion from this data and from my experience:
- MOZ is “old-school” SEO tool and is not so modern and fresh as Semrush and Ahrefs
- SEMrush is fighting for dominance and TOP 1 of SEO tool on the market.
- SEMrush has all chances to run away from competitors and become “winner takes it all”
SEMrush Financials
Quarterly SEMrush report Nov 14, 2022 for 3rd quarter of 2022 seekingalpha.com/filing/7067369
Some insights seekingalpha.com/pr/...22-financial-results
Income statement
https://yourtrading.systems/wp-content/uploads/2023/01/SEMR-income-statement-1-1-1024x424.png
Key insights from SEMrush Income statement:
- Revenue is growing with slowdown from 50% to 30% quarterly
- A huge increase in selling expenses and R&D teams means that the company increases its own Sales and development teams. If we investigate LinkedIn, we will see 53 Job openings
SEMrush competitors
SEMRush is on of leaders in SaaS seo tools with +1 500 employees on Linkedin www.linkedin.com/company/semrush/ with active hiring with 53 job openings
Partial competitor is Similarweb and it is only company from list of competitors is trading on stock exchange is Similarweb finance.yahoo.com/quote/SMWB?p=SMWB&...
Main competitors of SEMrush are only :
1. MOZ with 310 employees on LinkedIn www.linkedin.com/company/moz/ with active hiring with 27 open jobs. This company was acquired by iContact Marketing Corp in 2021.
2. Ahrefs with 112 employees on Linkedin www.linkedin.com/company/ahrefs/ no active hiring.
3. SE Ranking with 150 employees www.linkedin.com/com...ny/se-ranking/about/ , no active hiring
Small competitors
SERPstat from NetPeak marketing agency, there is no info how many people work here but I expect not more than 100 employees dedicated to SERPstat. No activel hiring. www.linkedin.com/com...pany/serpstat/about/
Spyfu with 18 employees on linkedin www.linkedin.com/company/spyfu/ without actively hiring.
My main conclusion from this data and from my experience:
- MOZ is “old-school” SEO tool and is not so modern and fresh as Semrush and Ahrefs
- SEMrush is fighting for dominance and TOP 1 of SEO tool on the market.
- SEMrush has all chances to run away from competitors and become “winner takes it all”
SEMrush Financials
Quarterly SEMrush report Nov 14, 2022 for 3rd quarter of 2022 seekingalpha.com/filing/7067369
Some insights seekingalpha.com/pr/...22-financial-results
Income statement
https://yourtrading.systems/wp-content/uploads/2023/01/SEMR-income-statement-1-1-1024x424.png
Key insights from SEMrush Income statement:
- Revenue is growing with slowdown from 50% to 30% quarterly
- A huge increase in selling expenses and R&D teams means that the company increases its own Sales and development teams. If we investigate LinkedIn, we will see 53 Job openings