SEMRush SEMR
B2B SaaS Digital Marketing Sales & Marketing PLG Software Application Software

SEMRush trades at 3.0x EV/NTM revenue on a $1.54B enterprise value. Revenue grew 14.6% year over year to $117.7M in the quarter ending December 2025, an annual run rate of $470.0M. SEMRush reports net dollar retention of 104%, a 80.4% gross margin, and 42.6-month CAC payback.

ARR ($M)
470
Net Dollar Retention
104%
ARR Growth
14.6%
EV / NTM Revenue
3.0x
Payback Period
42.6
EV / Run Rate
3.3x
Price & Key Metrics
Price Performance
Company Details
Share Price: 12.0
Last Filing Date: 2025-12-31
Last Filing: Form
Founding Year: 2008
IPO Year: 2021
% of 52 wk High: 100%
Description
Semrush Holdings, Inc. is a SaaS platform used for keyword research, competitive analysis, site audits, backlink tracking, and comprehensive online visibility insights
Reporting Notes
Categories
B2B SaaS Digital Marketing Sales & Marketing PLG Software Application Software
Valuation
Market Cap: 1,811.51
Enterprise Value: 1,542.234
EV / Revenue Run Rate: 3.3x
EV / NTM Revenue: 3.0x
EV / 2026 Revenue Estimates: 2.9x
EV / 2027 Revenue Estimates: 2.7x
EV / 2028 Revenue Estimates: --
Key Business Metrics
Net Dollar Retention: 104%
Customers: --
ARR: 470
ARR Growth %: 15%
ARR/Customer ($K): --
ARR/Employee ($K): 299
Revenue
Revenue Run Rate: 470
ARR: 470
2026 Revenue Estimates: 536
2027 Revenue Estimates: 579
2028 Revenue Estimates: --
LTM Revenue: 443
Last Year Run Rate: 410
Growth
Revenue Growth: 15%
ARR Growth: 15%
Growth Persistence: 63%
2026 Revenue Growth Estimates: 21%
2027 Revenue Growth Estimates: 8%
2028 Revenue Growth Estimates: --
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is SEMRush growing?

SEMRush grew revenue 14.6% year over year, reaching $117.7M in the quarter ending December 2025.

What multiple does SEMRush trade at?

SEMRush trades at 3.0x EV/NTM revenue and 3.3x EV/run-rate, on an enterprise value of $1.54B.

Is SEMRush profitable?

For SEMRush, operating income was -$13.9M last quarter and LTM free cash flow margin is 9.5%.

What is SEMRush's net dollar retention?

SEMRush reports net dollar retention of 104%, measuring revenue expansion within its existing customer base.

How long does it take SEMRush to pay back CAC?

SEMRush recovers customer acquisition cost in about 42.6 months.

What sector is SEMRush in?

Public Comps classifies SEMRush under B2B SaaS, Digital Marketing, Sales & Marketing, PLG, Software, and Application Software.

Where does Public Comps get SEMRush's data?

Figures come from SEMRush's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.