Semrush Holdings Inc (SEMR)vsUber Technologies Inc (UBER)
SEMR
Semrush Holdings Inc
$12.00
0.00%
TECHNOLOGY · Cap: $1.81B
UBER
Uber Technologies Inc
$72.21
+5.81%
TECHNOLOGY · Cap: $145.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 12001% more annual revenue ($53.69B vs $443.64M). UBER leads profitability with a 15.9% profit margin vs -4.3%. UBER earns a higher WallStSmart Score of 54/100 (C-).
SEMR
Avoid22
out of 100
Grade: F
UBER
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.4%
Fair Value
$12.29
Current Price
$12.00
$0.29 discount
Margin of Safety
+3.8%
Fair Value
$71.28
Current Price
$72.21
$0.93 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Every $100 of equity generates 35 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Generating 2.3B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
ROE of -6.6% — below average capital efficiency
Earnings declined 42.3%
Expensive relative to growth rate
Earnings declined 84.6%
Distress zone — elevated risk
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 : UBER
The strongest argument for UBER centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 15.9% and operating margin at 14.6%. Revenue growth of 14.5% demonstrates continued momentum.
Bear Case : SEMR
The primary concerns for SEMR are Market Cap, Piotroski F-Score, Return on Equity.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
SEMR profiles as a turnaround stock while UBER is a mature play — different risk/reward profiles.
SEMR carries more volatility with a beta of 1.50 — expect wider price swings.
SEMR is growing revenue faster at 14.6% — sustainability is the question.
UBER generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
UBER scores higher overall (54/100 vs 22/100), backed by strong 15.9% margins and 14.5% revenue growth. Both earn "Buy" 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 →Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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