Semrush Holdings Inc (SEMR)vsSynopsys Inc (SNPS)
SEMR
Semrush Holdings Inc
$12.00
0.00%
TECHNOLOGY · Cap: $1.81B
SNPS
Synopsys Inc
$482.60
+0.29%
TECHNOLOGY · Cap: $92.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Synopsys Inc generates 1705% more annual revenue ($8.01B vs $443.64M). SNPS leads profitability with a 13.8% profit margin vs -4.3%. SNPS earns a higher WallStSmart Score of 47/100 (D+).
SEMR
Avoid22
out of 100
Grade: F
SNPS
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+41.5%
Fair Value
$20.22
Current Price
$12.00
$8.22 discount
Intrinsic value data unavailable for SNPS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Revenue surging 65.5% year-over-year
Large-cap with strong market position
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
ROE of -7.0% — below average capital efficiency
Earnings declined 42.3%
ROE of 5.5% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : SEMR
The strongest argument for SEMR centers on Debt/Equity. Revenue growth of 14.6% demonstrates continued momentum.
Bull Case : SNPS
The strongest argument for SNPS centers on Revenue Growth, Market Cap. Revenue growth of 65.5% demonstrates continued momentum.
Bear Case : SEMR
The primary concerns for SEMR are Market Cap, Piotroski F-Score, Return on Equity.
Bear Case : SNPS
The primary concerns for SNPS are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 74.3x leaves little room for execution misses.
Key Dynamics to Monitor
SEMR profiles as a turnaround stock while SNPS is a growth play — different risk/reward profiles.
SEMR carries more volatility with a beta of 1.50 — expect wider price swings.
SNPS is growing revenue faster at 65.5% — sustainability is the question.
SNPS generates stronger free cash flow (822M), providing more financial flexibility.
Bottom Line
SNPS scores higher overall (47/100 vs 22/100) and 65.5% revenue growth. SEMR offers better value entry with a 41.5% margin of safety. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Semrush Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SEMrush Holdings, Inc. develops online visibility management software as a platform of service (SaaS). The company is headquartered in Boston, Massachusetts with additional offices in Pennsylvania, Texas, Czech Republic, Cyprus, Poland, and Russia.
Visit Website →Synopsys Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Synopsys is an American electronic design automation company that focuses on silicon design and verification, silicon intellectual property and software security and quality. Products include logic synthesis, behavioral synthesis, place and route, static timing analysis, formal verification, hardware description language (SystemC, SystemVerilog/Verilog, VHDL) simulators, and transistor-level circuit simulation.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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