Overlooked Alpha

Overlooked Alpha

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Overlooked Alpha
Overlooked Alpha
Semrush (SEMR)
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Semrush (SEMR)

Medium conviction.

Overlooked Alpha
Apr 07, 2021
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Overlooked Alpha
Overlooked Alpha
Semrush (SEMR)
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Semrush (SEMR) is a SaaS business directed at online marketers which IPO’d on March 25th 2021. The company boasts annual recurring revenues of $144 million with 76% gross margins and a 50% revenue growth rate measured between December 2016 to December 2020. 

The Semrush IPO was not particularly well received, however, shares have moved slightly higher si…

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