Stock Comparison

GOOGL vs SEMR

Alphabet Inc vs SEMrush Holdings Inc

The Verdict

GOOGL takes this one.

Winner

GOOGL

Alphabet Inc

1.0

out of 10

Distressed

SEMR

SEMrush Holdings Inc

0.5

out of 10

Distressed

Head-to-Head

$4.7T

Market Cap

$1.8B

29.1

P/E Ratio

-108.6

37.9%

Profit Margin

-4.3%

39.0%

Return on Equity

-3.2%

0.1

Debt-to-Equity

0.0

Moderate

Overall Risk

Moderate

1.0

DVR Score

0.5

The Deep Dive

GOOGL1.0/10

Alphabet Inc. continues to demonstrate exceptional operational strength, as evidenced by its Q1 2026 earnings beat, 22% YoY revenue growth, and particularly strong 63% YoY growth in Google Cloud. Its leadership in AI, massive infrastructure investments (CapEx doubled YoY), and robust profitability solidify its position as a premier compounding investment. However, with a current market capitalizat...

Full GOOGL Analysis

SEMR0.5/10

SEMrush Holdings Inc. (SEMR) no longer presents a viable 10x growth opportunity within 3-5 years due to a definitive merger agreement with Adobe Inc., announced in November 2025. The company is set to become a wholly owned Adobe subsidiary for an estimated total cash consideration of ~$1.9B. This caps the potential upside for existing shareholders to the acquisition price per share (approximately ...

Full SEMR Analysis

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Not Financial Advice

This comparison is for educational purposes only. We are not financial advisors. Always do your own research and consult a qualified advisor before investing.