LIVE
SEMR
Semrush Holdings, Inc. · Technology - Digital Marketing SaaS
N/A
N/A this month
VERSUS
⟷
COMPARE
BRZE
Braze, Inc. · Technology - Customer Engagement SaaS
$23.80
+3.16% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
SEMR
0
BRZE
0
Comparison scoreboard
MIXED SETUPAI Score
SEMR N/A
BRZE 22.5
1Y Return
SEMR N/A
BRZE -17.45%
Fwd P/E
SEMR N/A
BRZE 24.56
Target Up.
SEMR N/A
BRZE +44.75%
Op. Margin
SEMR N/A
BRZE N/A
Metrics last refreshed: 7/9/2026
Quick take
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.
Live analysis · updated 7/9/2026
SEMR and BRZE are closely matched — they split the tracked metrics evenly.
Normalized 1Y performance
SEMR
BRZE
Not enough data to chart yet.
Recent returns
SEMR
BRZE
Analyst price targets & sentiment
SEMR
Price target data unavailable
N/A
BRZE · 20 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.3/5.0)
Price target range
analyst low$27.00
analyst high$50.00
analyst mean$34.45
current price$23.80
+44.7% upside to analyst mean
Who should consider this stock?
SEMR may suit investors who:
- →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
BRZE may suit investors who:
- →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
Performance & AI score
| Metric | SEMR | BRZE |
|---|---|---|
| AI score | N/A | 22.5 |
| AI rank | N/A | #4001 |
| Latest close | N/A | $23.80 |
| 1M return | N/A | +3.16% |
| 6M return | N/A | -24.18% |
| 1Y return | N/A | -17.45% |
$10,000 invested — hypothetical growth (dividends reinvested)
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 | $8.26K (-17.4%) started 2025-07-08 |
| 5Y ago | N/A | $2.55K (-74.5%) started 2021-11-17 |
| 10Y ago | N/A | $2.55K (-74.5%) started 2021-11-17 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | SEMR | BRZE |
|---|---|---|
| Market cap | N/A | $2.68B |
| Trailing P/E | N/A | N/A |
| Forward P/E | N/A | 24.56 |
| Price/Sales | 4.09 | 3.41 |
| EV/Revenue | N/A | 3.02 |
| Analyst target | N/A | $34.45 |
| Target upside | N/A | +44.75% |
Growth, profitability & risk
| Metric | SEMR | BRZE |
|---|---|---|
| Revenue growth | N/A | 30.20% |
| Earnings growth | N/A | N/A |
| EPS growth | N/A | N/A |
| FCF margin | N/A | +23.70% |
| Operating margin | N/A | N/A |
| Profit margin | N/A | -15.51% |
| ROIC proxy | N/A | -22.81% |
| Return on equity | N/A | -22.81% |
| Dividend yield | N/A | 0.00% |
| Beta | -0.50 | 0.85 |
| Debt/equity | N/A | 13.97 |
| Current ratio | N/A | 1.24 |
| Quick ratio | N/A | 1.16 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
SEMR max drawdownN/A
BRZE max drawdown56.37%
SEMR max wkly dropN/A
BRZE max wkly drop23.41%
5Y risk snapshot
SEMR max drawdownN/A
BRZE max drawdown83.23%
SEMR max wkly dropN/A
BRZE max wkly drop36.39%
10Y risk snapshot
SEMR max drawdownN/A
BRZE max drawdown83.23%
SEMR max wkly dropN/A
BRZE max wkly drop36.39%
Performance metrics by period
| Period | Metric | SEMR | BRZE |
|---|---|---|---|
| 1Y | Growth | N/A | -17.45% |
| CAGR | N/A | -17.46% | |
| Sharpe ratio | N/A | -0.03 | |
| Max drawdown | N/A | 56.37% | |
| Max daily drop | N/A | 11.73% | |
| Max wkly drop | N/A | 23.41% | |
| 5Y | Growth | N/A | -74.52% |
| CAGR | N/A | -25.53% | |
| Sharpe ratio | N/A | -0.21 | |
| Max drawdown | N/A | 83.23% | |
| Max daily drop | N/A | 19.40% | |
| Max wkly drop | N/A | 36.39% | |
| 10Y | Growth | N/A | -74.52% |
| CAGR | N/A | -25.53% | |
| Sharpe ratio | N/A | -0.21 | |
| Max drawdown | N/A | 83.23% | |
| Max daily drop | N/A | 19.40% | |
| Max wkly drop | N/A | 36.39% |
Business comparison
| Category | SEMR | BRZE |
|---|---|---|
| Company | Semrush Holdings, Inc. | Braze, Inc. |
| Sector | Technology - Digital Marketing SaaS | Technology - Customer Engagement SaaS |
| Industry | N/A | N/A |
| 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. |
SEMR strengths
- →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
BRZE strengths
- →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
Risks to watch — SEMR
- →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
Risks to watch — BRZE
- →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
Frequently asked questions
Free public comparison
Want deeper AI forecasts?
This comparison page is public and free forever. Subscribers can unlock saved watchlists, full AI rankings, detailed forecasts, and interactive analysis tools.
Related comparisons
More comparisons
Browse all 1,000 comparisons →