Semrush (SEMR) Competitors

AppFolio (NASDAQ:APPF) and Semrush (NASDAQ:SEMR) are both mid-cap computer and technology companies, but which is the superior business? We will compare the two businesses based on the strength of their valuation, earnings, risk, community ranking, analyst recommendations, dividends, media sentiment, institutional ownership and profitability.

Which has preferable earnings & valuation, APPF or SEMR?

AppFolio has higher revenue and earnings than Semrush. AppFolio is trading at a lower price-to-earnings ratio than Semrush, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
AppFolio	$762.37M	11.91	$2.70M	$3.59	69.63
Semrush	$307.67M	8.35	$950K	$0.08	218.84

Does the MarketBeat Community favor APPF or SEMR?

AppFolio received 242 more outperform votes than Semrush when rated by MarketBeat users. However, 62.03% of users gave Semrush an outperform vote while only 56.40% of users gave AppFolio an outperform vote.

Company	Underperform	Outperform
AppFolio	Outperform Votes 291 56.40%	Underperform Votes 225 43.60%
Semrush	Outperform Votes 49 62.03%	Underperform Votes 30 37.97%

Do institutionals & insiders have more ownership in APPF or SEMR?

85.2% of AppFolio shares are held by institutional investors. Comparatively, 32.9% of Semrush shares are held by institutional investors. 5.2% of AppFolio shares are held by company insiders. Comparatively, 57.8% of Semrush shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Which has more risk and volatility, APPF or SEMR?

AppFolio has a beta of 0.87, indicating that its share price is 13% less volatile than the S&P 500. Comparatively, Semrush has a beta of 1.62, indicating that its share price is 62% more volatile than the S&P 500.

Is APPF or SEMR more profitable?

AppFolio has a net margin of 17.26% compared to Semrush's net margin of 3.29%. AppFolio's return on equity of 30.64% beat Semrush's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
AppFolio	17.26%	30.64%	23.53%
Semrush	3.29%	4.93%	3.29%

Do analysts prefer APPF or SEMR?

AppFolio currently has a consensus target price of $268.57, suggesting a potential upside of 7.44%. Semrush has a consensus target price of $17.13, suggesting a potential downside of 2.17%. Given AppFolio's higher probable upside, equities analysts clearly believe AppFolio is more favorable than Semrush.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
AppFolio	1 Sell rating(s)	2 Hold rating(s)	4 Buy rating(s)	0 Strong Buy rating(s)	2.43
Semrush	0 Sell rating(s)	2 Hold rating(s)	6 Buy rating(s)	1 Strong Buy rating(s)	2.89

Does the media favor APPF or SEMR?

In the previous week, AppFolio had 14 more articles in the media than Semrush. MarketBeat recorded 18 mentions for AppFolio and 4 mentions for Semrush. AppFolio's average media sentiment score of 1.01 beat Semrush's score of 0.46 indicating that AppFolio is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
AppFolio	9 Very Positive mention(s)	1 Positive mention(s)	2 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Semrush	1 Very Positive mention(s)	2 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral

Summary

AppFolio beats Semrush on 12 of the 19 factors compared between the two stocks.