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Side-by-side financial comparison of InvenTrust Properties Corp. (IVT) and SEMrush Holdings, Inc. (SEMR). Click either name above to swap in a different company.

SEMrush Holdings, Inc. is the larger business by last-quarter revenue ($117.7M vs $77.4M, roughly 1.5× InvenTrust Properties Corp.). InvenTrust Properties Corp. runs the higher net margin — 3.4% vs -9.4%, a 12.9% gap on every dollar of revenue. On growth, SEMrush Holdings, Inc. posted the faster year-over-year revenue change (14.6% vs 8.6%). InvenTrust Properties Corp. produced more free cash flow last quarter ($110.9M vs $14.8M). Over the past eight quarters, SEMrush Holdings, Inc.'s revenue compounded faster (17.1% CAGR vs 7.6%).

InvenTrust Properties Corp. is a real estate investment trust that invests in shopping malls. As of December 31, 2024, the company owned interests in 68 properties comprising 11.0 million square feet.

Semrush Holdings, Inc. is an American public company that has a SaaS platform known as Semrush. The platform is used for keyword research, competitive analysis, site audits, backlink tracking, domain authority tracking, and online visibility insights. The keyword research tool provides various data points on each keyword. The platform also collects information about online keywords gathered from Google and Bing search engines. It was released by Boston-based company Semrush Inc, founded by Ol...

IVT vs SEMR — Head-to-Head

Bigger by revenue
SEMR
SEMR
1.5× larger
SEMR
$117.7M
$77.4M
IVT
Growing faster (revenue YoY)
SEMR
SEMR
+6.0% gap
SEMR
14.6%
8.6%
IVT
Higher net margin
IVT
IVT
12.9% more per $
IVT
3.4%
-9.4%
SEMR
More free cash flow
IVT
IVT
$96.1M more FCF
IVT
$110.9M
$14.8M
SEMR
Faster 2-yr revenue CAGR
SEMR
SEMR
Annualised
SEMR
17.1%
7.6%
IVT

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
IVT
IVT
SEMR
SEMR
Revenue
$77.4M
$117.7M
Net Profit
$2.7M
$-11.1M
Gross Margin
80.4%
Operating Margin
-11.0%
-11.8%
Net Margin
3.4%
-9.4%
Revenue YoY
8.6%
14.6%
Net Profit YoY
-72.8%
-431.8%
EPS (diluted)
$0.02
$-0.09

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
IVT
IVT
SEMR
SEMR
Q4 25
$77.4M
$117.7M
Q3 25
$74.5M
$112.1M
Q2 25
$73.6M
$108.9M
Q1 25
$73.8M
$105.0M
Q4 24
$71.2M
$102.6M
Q3 24
$68.5M
$97.4M
Q2 24
$67.4M
$91.0M
Q1 24
$66.8M
$85.8M
Net Profit
IVT
IVT
SEMR
SEMR
Q4 25
$2.7M
$-11.1M
Q3 25
$6.0M
$-2.1M
Q2 25
$95.9M
$-6.6M
Q1 25
$6.8M
$849.0K
Q4 24
$9.8M
$3.3M
Q3 24
$-539.0K
$1.1M
Q2 24
$1.5M
$1.7M
Q1 24
$2.9M
$2.1M
Gross Margin
IVT
IVT
SEMR
SEMR
Q4 25
80.4%
Q3 25
80.2%
Q2 25
80.6%
Q1 25
81.1%
Q4 24
81.7%
Q3 24
82.5%
Q2 24
83.6%
Q1 24
82.9%
Operating Margin
IVT
IVT
SEMR
SEMR
Q4 25
-11.0%
-11.8%
Q3 25
-9.8%
-4.0%
Q2 25
-4.0%
Q1 25
-10.5%
-0.1%
Q4 24
-3.6%
1.7%
Q3 24
-18.7%
1.8%
Q2 24
-13.6%
3.7%
Q1 24
-13.1%
1.7%
Net Margin
IVT
IVT
SEMR
SEMR
Q4 25
3.4%
-9.4%
Q3 25
8.1%
-1.9%
Q2 25
130.4%
-6.0%
Q1 25
9.2%
0.8%
Q4 24
13.8%
3.3%
Q3 24
-0.8%
1.1%
Q2 24
2.2%
1.8%
Q1 24
4.3%
2.5%
EPS (diluted)
IVT
IVT
SEMR
SEMR
Q4 25
$0.02
$-0.09
Q3 25
$0.08
$-0.01
Q2 25
$1.23
$-0.04
Q1 25
$0.09
$0.01
Q4 24
$0.14
$0.03
Q3 24
$-0.01
$0.01
Q2 24
$0.02
$0.01
Q1 24
$0.04
$0.01

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
IVT
IVT
SEMR
SEMR
Cash + ST InvestmentsLiquidity on hand
$264.3M
Total DebtLower is stronger
$825.9M
Stockholders' EquityBook value
$1.8B
$288.6M
Total Assets
$2.8B
$454.1M
Debt / EquityLower = less leverage
0.46×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
IVT
IVT
SEMR
SEMR
Q4 25
$264.3M
Q3 25
$80.8M
Q2 25
$54.3M
Q1 25
$64.7M
Q4 24
$48.9M
Q3 24
$45.1M
Q2 24
$69.6M
Q1 24
$41.4M
Total Debt
IVT
IVT
SEMR
SEMR
Q4 25
$825.9M
Q3 25
$764.6M
Q2 25
$746.3M
Q1 25
$740.7M
Q4 24
$740.4M
Q3 24
$740.1M
Q2 24
$812.2M
Q1 24
$827.5M
Stockholders' Equity
IVT
IVT
SEMR
SEMR
Q4 25
$1.8B
$288.6M
Q3 25
$1.8B
$289.7M
Q2 25
$1.8B
$279.0M
Q1 25
$1.7B
$268.7M
Q4 24
$1.8B
$256.6M
Q3 24
$1.8B
$248.5M
Q2 24
$1.5B
$235.6M
Q1 24
$1.5B
$226.0M
Total Assets
IVT
IVT
SEMR
SEMR
Q4 25
$2.8B
$454.1M
Q3 25
$2.7B
$450.4M
Q2 25
$2.7B
$424.9M
Q1 25
$2.6B
$416.5M
Q4 24
$2.6B
$390.9M
Q3 24
$2.6B
$383.8M
Q2 24
$2.5B
$372.9M
Q1 24
$2.5B
$341.7M
Debt / Equity
IVT
IVT
SEMR
SEMR
Q4 25
0.46×
Q3 25
0.42×
Q2 25
0.41×
Q1 25
0.42×
Q4 24
0.42×
Q3 24
0.42×
Q2 24
0.53×
Q1 24
0.53×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
IVT
IVT
SEMR
SEMR
Operating Cash FlowLast quarter
$155.4M
$14.9M
Free Cash FlowOCF − Capex
$110.9M
$14.8M
FCF MarginFCF / Revenue
143.3%
12.6%
Capex IntensityCapex / Revenue
57.5%
0.1%
Cash ConversionOCF / Net Profit
58.41×
TTM Free Cash FlowTrailing 4 quarters
$193.1M
$57.8M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
IVT
IVT
SEMR
SEMR
Q4 25
$155.4M
$14.9M
Q3 25
$43.8M
$21.9M
Q2 25
$48.7M
$684.0K
Q1 25
$20.2M
$22.1M
Q4 24
$136.9M
$11.9M
Q3 24
$38.4M
$8.1M
Q2 24
$46.7M
$12.1M
Q1 24
$14.8M
$14.8M
Free Cash Flow
IVT
IVT
SEMR
SEMR
Q4 25
$110.9M
$14.8M
Q3 25
$31.4M
$21.5M
Q2 25
$38.0M
$80.0K
Q1 25
$12.8M
$21.4M
Q4 24
$100.8M
$11.5M
Q3 24
$29.3M
$7.6M
Q2 24
$37.2M
$10.0M
Q1 24
$7.7M
$14.0M
FCF Margin
IVT
IVT
SEMR
SEMR
Q4 25
143.3%
12.6%
Q3 25
42.2%
19.2%
Q2 25
51.6%
0.1%
Q1 25
17.4%
20.4%
Q4 24
141.5%
11.2%
Q3 24
42.8%
7.8%
Q2 24
55.2%
11.0%
Q1 24
11.5%
16.3%
Capex Intensity
IVT
IVT
SEMR
SEMR
Q4 25
57.5%
0.1%
Q3 25
16.7%
0.4%
Q2 25
14.6%
0.6%
Q1 25
10.0%
0.7%
Q4 24
50.7%
0.4%
Q3 24
13.3%
0.5%
Q2 24
14.0%
2.4%
Q1 24
10.6%
0.9%
Cash Conversion
IVT
IVT
SEMR
SEMR
Q4 25
58.41×
Q3 25
7.27×
Q2 25
0.51×
Q1 25
2.97×
26.04×
Q4 24
13.97×
3.57×
Q3 24
7.44×
Q2 24
31.15×
7.32×
Q1 24
5.10×
6.91×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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