SEMR vs BRZE Stock Comparison: AI Score, Valuation, Performance and Upside
SEMR (Semrush) and BRZE (Braze) are both marketing technology SaaS companies but addressing different parts of the marketing stack — Semrush helps companies acquire customers through organic search by providing SEO and competitive intelligence tools used primarily by SEO teams and agencies, while Braze helps companies engage and retain existing customers through real-time personalized cross-channel messaging used by large enterprise marketing teams. Semrush focuses on traffic acquisition; Braze focuses on customer engagement and retention.
SEMR vs BRZE is digital marketing intelligence for customer acquisition (Semrush's SEO analytics and competitive intelligence helping businesses improve organic search rankings and paid media efficiency) versus enterprise customer engagement platform for retention (Braze's real-time personalized messaging infrastructure enabling large consumer-facing companies to deliver individualized experiences across every mobile and digital touchpoint) — acquisition analytics versus engagement infrastructure.
SEMR and BRZE are closely matched — they split the tracked metrics evenly.
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want a marketing technology company with a freemium model and broad customer base across SMBs, agencies, and mid-market companies using SEO and digital marketing intelligence
- Value Semrush's multi-product expansion opportunity as customers who start with SEO tools adopt content marketing, social, and market research capabilities, driving ARPU growth
- Accept AI search disruption risk to traditional SEO as manageable while Semrush builds AI-powered content and visibility tools adapted to new search paradigms
- Want enterprise customer engagement infrastructure exposure with high net revenue retention reflecting deeply embedded platform usage by large consumer-facing companies
- Value Braze's real-time data processing architecture as a technical moat versus batch-processing legacy marketing automation platforms that cannot match Braze's trigger-based personalization capabilities
- Prefer Braze's larger enterprise customer profile and higher average contract values versus Semrush's broader but smaller-ACV SMB and agency customer base
| Metric | SEMR | BRZE |
|---|---|---|
| AI scorei | N/A | 22.8 |
| AI ranki | N/A | #3843 |
| Latest closei | N/A | $30.38 |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | SEMR | BRZE |
|---|---|---|
| 1Y ago | N/A | $11.59K (+15.9%) started 2025-10-15 |
| 5Y ago | N/A | $3.25K (-67.5%) started 2021-11-17 |
| 10Y ago | N/A | $3.25K (-67.5%) started 2021-11-17 |
Hypothetical — past performance does not guarantee future results.
| Metric | SEMR | BRZE |
|---|---|---|
| Market capi | N/A | $3.71B |
| Trailing P/Ei | N/A | N/A |
| Forward P/Ei | N/A | 33.99 |
| Price/Salesi | 4.09 | N/A |
| EV/Revenuei | N/A | 4.30 |
| Analyst targeti | N/A | $35.55 |
| Target upsidei | N/A | +7.96% |
| Metric | SEMR | BRZE |
|---|---|---|
| Revenue growthi | N/A | 30.20% |
| Earnings growthi | N/A | N/A |
| EPS growthi | N/A | N/A |
| FCF margini | N/A | +23.70% |
| Operating margini | N/A | -13.04% |
| Profit margini | N/A | -15.51% |
| ROIC proxyi | N/A | -22.81% |
| Return on equityi | N/A | -22.81% |
| Dividend yieldi | N/A | N/A |
| Payout ratioi | N/A | N/A |
| Dividend growth streaki | N/A | N/A |
| Betai | 0.21 | 0.83 |
| Debt/equityi | N/A | 13.97 |
| Current ratioi | N/A | 1.24 |
| Quick ratioi | N/A | 1.16 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | SEMR | BRZE |
|---|---|---|---|
| 1Y | Growthi | N/A | +15.87% |
| CAGRi | N/A | +15.88% | |
| Volatilityi | N/A | 72.25% | |
| Sharpe ratioi | N/A | 0.50 | |
| Sortino ratioi | N/A | 0.75 | |
| Max drawdowni | N/A | 56.37% | |
| Current drawdowni | N/A | 16.05% | |
| Avg drawdowni | N/A | 27.38% | |
| Ulcer Indexi | N/A | 31.90% | |
| Max daily dropi | N/A | 21.73% | |
| Max wkly dropi | N/A | 28.00% | |
| 5Y | Growthi | N/A | -67.47% |
| CAGRi | N/A | -20.45% | |
| Volatilityi | N/A | 65.15% | |
| Sharpe ratioi | N/A | -0.09 | |
| Sortino ratioi | N/A | -0.13 | |
| Max drawdowni | N/A | 83.23% | |
| Current drawdowni | N/A | 67.74% | |
| Avg drawdowni | N/A | 60.80% | |
| Ulcer Indexi | N/A | 62.01% | |
| Max daily dropi | N/A | 21.73% | |
| Max wkly dropi | N/A | 36.39% | |
| 10Y | Growthi | N/A | -67.47% |
| CAGRi | N/A | -20.45% | |
| Volatilityi | N/A | 65.15% | |
| Sharpe ratioi | N/A | -0.09 | |
| Sortino ratioi | N/A | -0.13 | |
| Max drawdowni | N/A | 83.23% | |
| Current drawdowni | N/A | 67.74% | |
| Avg drawdowni | N/A | 60.80% | |
| Ulcer Indexi | N/A | 62.01% | |
| Max daily dropi | N/A | 21.73% | |
| Max wkly dropi | N/A | 36.39% |
| Category | SEMR | BRZE |
|---|---|---|
| Company | Semrush Holdings, Inc. | Braze, Inc. |
| Sector | Technology - Digital Marketing SaaS | Technology |
| Industry | N/A | Software - Application |
| Core business | Semrush provides a SaaS digital marketing intelligence platform — offering SEO (search engine optimization) tools including keyword research, backlink analysis, competitor organic traffic analysis, site auditing, and content marketing tools. Semrush also provides digital advertising intelligence, social media management, local SEO tools, and market research capabilities. Semrush serves digital marketers, SEO professionals, agencies, and businesses seeking to improve online visibility. | Braze is a customer engagement platform that enables companies to send personalized, real-time marketing messages across multiple channels — push notifications, in-app messages, email, SMS, WhatsApp, web push, and connected TV. Braze's platform ingests customer behavioral data in real time and allows marketers to create sophisticated automated campaign journeys triggered by customer actions (app opened, purchase completed, cart abandoned). Braze serves primarily large enterprise and mid-market companies with significant mobile app customer bases. |
| Investor focus | Investors track Semrush's paying customer count, average revenue per user (ARPU) as customers expand into additional tool categories, net revenue retention, free-to-paid conversion (Semrush offers a freemium model), and competitive dynamics with Ahrefs, Moz, and broader marketing platforms that include SEO features. | Investors track Braze's ARR growth, customer count especially large customers ($500K+ ARR), net revenue retention (historically above 120%), international expansion, and competitive dynamics with Salesforce Marketing Cloud, Adobe Campaign, and other enterprise marketing automation platforms. |
- Comprehensive digital marketing suite with SEO as the entry product — Semrush's broad toolset allows customers who start with SEO to expand into content marketing, social, PPC analytics, and market research, increasing revenue per customer over time
- Freemium model drives organic customer acquisition — Semrush's free tier allows marketers to experience the platform before committing to paid subscriptions, reducing customer acquisition cost versus direct sales models
- Digital marketing data moat — Semrush has built extensive databases of keyword rankings, backlink profiles, and competitor traffic estimates through years of web crawling and data collection; this proprietary data is difficult to replicate
- Real-time data processing architecture — Braze's technical architecture was built natively for real-time event streaming, enabling marketers to trigger personalized messages within seconds of customer actions; this differentiates Braze from older marketing automation platforms built for batch-processing email campaigns
- High net revenue retention reflecting customer expansion — Braze's NRR of 120%+ means existing customers expand their Braze spending by 20%+ annually on average, driven by adding new channels, new brands, or new geographies to their Braze deployment
- Mobile-first enterprise customer engagement — Braze is deeply integrated into the mobile app workflows of consumer-facing enterprises (fintech apps, e-commerce, media, gaming); these customers depend on Braze for millions of customer touchpoints daily
- AI-driven SEO disruption — search engine algorithm changes toward AI-generated answers (Google's AI Overview, ChatGPT Search) reduce traditional organic search click-throughs, potentially reducing the ROI of SEO investment and thus demand for SEO tools
- Competition from Ahrefs and Moz in core SEO tools plus broader marketing platforms (HubSpot, Adobe) that are adding SEO features to their suites
- SMB customer concentration sensitivity to economic conditions — Semrush's customer base includes many small businesses and agencies; economic downturns cause SMBs to cut marketing software subscriptions
- Competition from Salesforce Marketing Cloud, Adobe Campaign, and Iterable — the enterprise marketing automation market is contested; Braze competes against much larger platforms with broader CRM integration
- AI-driven marketing automation commoditization — AI tools are making it easier to build basic personalization and automation; lower-cost alternatives could challenge Braze's premium positioning with smaller enterprise customers
- Enterprise sales cycle length and macro sensitivity — Braze's large enterprise customers have long sales cycles and can delay renewals or expansions during economic uncertainty
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