Semrush (NASDAQ:SEMR – Get Free Report) and Smartsheet (NYSE:SMAR – Get Free Report) are both computer and technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their valuation, profitability, risk, institutional ownership, earnings, dividends and analyst recommendations.
Volatility & Risk
Semrush has a beta of 1.8, meaning that its share price is 80% more volatile than the S&P 500. Comparatively, Smartsheet has a beta of 0.71, meaning that its share price is 29% less volatile than the S&P 500.
Earnings & Valuation
This table compares Semrush and Smartsheet”s revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Semrush | $376.82 million | 3.50 | $950,000.00 | $0.05 | 179.50 |
| Smartsheet | $958.34 million | 8.25 | -$104.63 million | ($0.06) | -941.17 |
Insider and Institutional Ownership
32.9% of Semrush shares are owned by institutional investors. Comparatively, 90.0% of Smartsheet shares are owned by institutional investors. 57.8% of Semrush shares are owned by insiders. Comparatively, 4.5% of Smartsheet shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.
Analyst Recommendations
This is a summary of current ratings and target prices for Semrush and Smartsheet, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Semrush | 0 | 1 | 6 | 1 | 3.00 |
| Smartsheet | 0 | 16 | 1 | 0 | 2.06 |
Semrush presently has a consensus target price of $18.14, suggesting a potential upside of 102.15%. Smartsheet has a consensus target price of $57.00, suggesting a potential upside of 0.94%. Given Semrush’s stronger consensus rating and higher probable upside, equities analysts clearly believe Semrush is more favorable than Smartsheet.
Profitability
This table compares Semrush and Smartsheet’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Semrush | 3.29% | 4.93% | 3.29% |
| Smartsheet | -0.80% | 2.33% | 1.12% |
Summary
Semrush beats Smartsheet on 12 of the 15 factors compared between the two stocks.
About Semrush
Semrush Holdings, Inc. develops an online visibility management software-as-a-service platform in the United States, the United Kingdom, and internationally. The company enables companies to identify and reach the right audience for their content through the right channels. Its platform enables the company's customers to understand trends and act upon insights to enhance the online visibility, and drive traffic to their websites and social media pages, as well as online listings, distribute targeted content to their customers, and measure the digital marketing campaigns. The company serves small and midsize businesses, enterprises, and marketing agencies, including consumer internet, digital media, education, financial services, healthcare, retail, software, telecommunications, and others. Semrush Holdings, Inc. was founded in 2008 and is headquartered in Boston, Massachusetts.
About Smartsheet
Smartsheet, Inc. engages in managing and automating collaborative work. Its platform provides solutions that eliminate the obstacles to capturing information, including a familiar and intuitive spreadsheet interface as well as easily customizable forms. The company was founded by W. Eric Browne, Maria Colacurcio, John D. Creason and Brent R. Frei in June 2005 and is headquartered in Bellevue, WA.
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