SEMrush (NYSE:SEMR – Get Free Report) and Bigcommerce (NASDAQ:BIGC – Get Free Report) are both small-cap services companies, but which is the superior business? We will compare the two businesses based on the strength of their analyst recommendations, valuation, institutional ownership, risk, profitability, dividends and earnings.
Profitability
This table compares SEMrush and Bigcommerce’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| SEMrush | -1.05% | -1.60% | -1.07% |
| Bigcommerce | N/A | N/A | N/A |
Insider & Institutional Ownership
32.9% of SEMrush shares are owned by institutional investors. Comparatively, 79.2% of Bigcommerce shares are owned by institutional investors. 55.6% of SEMrush shares are owned by company insiders. Comparatively, 5.0% of Bigcommerce shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.
Volatility & Risk
Analyst Ratings
This is a breakdown of current ratings and price targets for SEMrush and Bigcommerce, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| SEMrush | 1 | 5 | 0 | 0 | 1.83 |
| Bigcommerce | 0 | 0 | 1 | 0 | 3.00 |
Bigcommerce has a consensus target price of $11.00, indicating a potential upside of 153.46%. Given Bigcommerce’s stronger consensus rating and higher possible upside, analysts clearly believe Bigcommerce is more favorable than SEMrush.
Earnings and Valuation
This table compares SEMrush and Bigcommerce”s revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| SEMrush | $376.82 million | 4.70 | $8.24 million | ($0.02) | -593.00 |
| Bigcommerce | $334.94 million | 1.04 | -$17.62 million | ($0.22) | -19.73 |
SEMrush has higher revenue and earnings than Bigcommerce. SEMrush is trading at a lower price-to-earnings ratio than Bigcommerce, indicating that it is currently the more affordable of the two stocks.
Summary
Bigcommerce beats SEMrush on 8 of the 14 factors compared between the two stocks.
About SEMrush
Semrush Holdings, Inc. develops an online visibility management software-as-a-service platform worldwide. The company enables companies to identify and reach the right audience for their content through the right channels. Its platform enables the company’s customers to understand trends and act upon insights to enhance the online visibility, and drive traffic to their websites and social media pages, as well as online listings, distribute targeted content to their customers, and measure the digital marketing campaigns. The company was founded in 2008 and is headquartered in Boston, Massachusetts.
About Bigcommerce
BigCommerce Holdings, Inc. operates a software-as-a-service platform for small businesses, mid-markets, and large enterprises in the United States, Europe, the Middle East, Africa, the Asia-Pacific, and internationally. The company’s platform provides various services for launching and scaling e-commerce operation, including store design, catalog management, hosting, checkout, order management, reporting, and pre-integrations. As of December 31, 2021, it served approximately 60,000 online stores across industries. BigCommerce Holdings, Inc. was founded in 2009 and is headquartered in Austin, Texas.
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