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Side-by-side financial comparison of MOTORCAR PARTS OF AMERICA INC (MPAA) and SEMrush Holdings, Inc. (SEMR). Click either name above to swap in a different company.

MOTORCAR PARTS OF AMERICA INC is the larger business by last-quarter revenue ($167.7M vs $117.7M, roughly 1.4× SEMrush Holdings, Inc.). MOTORCAR PARTS OF AMERICA INC runs the higher net margin — 1.1% vs -9.4%, a 10.5% gap on every dollar of revenue. On growth, SEMrush Holdings, Inc. posted the faster year-over-year revenue change (14.6% vs -9.9%). SEMrush Holdings, Inc. produced more free cash flow last quarter ($14.8M vs $-8.6M). Over the past eight quarters, SEMrush Holdings, Inc.'s revenue compounded faster (17.1% CAGR vs -5.9%).

Toyota Motor North America (TMNA) is the operating subsidiary that oversees all operations of the Toyota Motor Corporation in Canada, Mexico, and the United States. Its operations include research and development, manufacturing, sales, marketing, after sales and corporate functions, which are controlled by TMNA but sometimes executed by other subsidiaries and holding companies. The company is headquartered in Plano, Texas, with offices in several locations including Georgetown, Kentucky, Ann ...

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...

MPAA vs SEMR — Head-to-Head

Bigger by revenue
MPAA
MPAA
1.4× larger
MPAA
$167.7M
$117.7M
SEMR
Growing faster (revenue YoY)
SEMR
SEMR
+24.6% gap
SEMR
14.6%
-9.9%
MPAA
Higher net margin
MPAA
MPAA
10.5% more per $
MPAA
1.1%
-9.4%
SEMR
More free cash flow
SEMR
SEMR
$23.5M more FCF
SEMR
$14.8M
$-8.6M
MPAA
Faster 2-yr revenue CAGR
SEMR
SEMR
Annualised
SEMR
17.1%
-5.9%
MPAA

Income Statement — Q3 FY2026 vs Q4 FY2025

Metric
MPAA
MPAA
SEMR
SEMR
Revenue
$167.7M
$117.7M
Net Profit
$1.8M
$-11.1M
Gross Margin
19.6%
80.4%
Operating Margin
5.0%
-11.8%
Net Margin
1.1%
-9.4%
Revenue YoY
-9.9%
14.6%
Net Profit YoY
-22.4%
-431.8%
EPS (diluted)
$0.09
$-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
MPAA
MPAA
SEMR
SEMR
Q4 25
$167.7M
$117.7M
Q3 25
$221.5M
$112.1M
Q2 25
$188.4M
$108.9M
Q1 25
$193.1M
$105.0M
Q4 24
$186.2M
$102.6M
Q3 24
$208.2M
$97.4M
Q2 24
$169.9M
$91.0M
Q1 24
$189.5M
$85.8M
Net Profit
MPAA
MPAA
SEMR
SEMR
Q4 25
$1.8M
$-11.1M
Q3 25
$-2.1M
$-2.1M
Q2 25
$3.0M
$-6.6M
Q1 25
$-722.0K
$849.0K
Q4 24
$2.3M
$3.3M
Q3 24
$-3.0M
$1.1M
Q2 24
$-18.1M
$1.7M
Q1 24
$1.3M
$2.1M
Gross Margin
MPAA
MPAA
SEMR
SEMR
Q4 25
19.6%
80.4%
Q3 25
19.3%
80.2%
Q2 25
18.0%
80.6%
Q1 25
19.9%
81.1%
Q4 24
24.1%
81.7%
Q3 24
19.8%
82.5%
Q2 24
17.2%
83.6%
Q1 24
18.4%
82.9%
Operating Margin
MPAA
MPAA
SEMR
SEMR
Q4 25
5.0%
-11.8%
Q3 25
7.4%
-4.0%
Q2 25
10.7%
-4.0%
Q1 25
8.4%
-0.1%
Q4 24
9.4%
1.7%
Q3 24
6.0%
1.8%
Q2 24
-3.8%
3.7%
Q1 24
6.4%
1.7%
Net Margin
MPAA
MPAA
SEMR
SEMR
Q4 25
1.1%
-9.4%
Q3 25
-1.0%
-1.9%
Q2 25
1.6%
-6.0%
Q1 25
-0.4%
0.8%
Q4 24
1.2%
3.3%
Q3 24
-1.4%
1.1%
Q2 24
-10.6%
1.8%
Q1 24
0.7%
2.5%
EPS (diluted)
MPAA
MPAA
SEMR
SEMR
Q4 25
$0.09
$-0.09
Q3 25
$-0.11
$-0.01
Q2 25
$0.15
$-0.04
Q1 25
$-0.03
$0.01
Q4 24
$0.11
$0.03
Q3 24
$-0.15
$0.01
Q2 24
$-0.92
$0.01
Q1 24
$0.06
$0.01

Balance Sheet & Financial Strength

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

Metric
MPAA
MPAA
SEMR
SEMR
Cash + ST InvestmentsLiquidity on hand
$19.6M
$264.3M
Total DebtLower is stronger
Stockholders' EquityBook value
$258.5M
$288.6M
Total Assets
$991.3M
$454.1M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
MPAA
MPAA
SEMR
SEMR
Q4 25
$19.6M
$264.3M
Q3 25
$17.7M
$80.8M
Q2 25
$14.5M
$54.3M
Q1 25
$11.3M
$64.7M
Q4 24
$12.7M
$48.9M
Q3 24
$12.3M
$45.1M
Q2 24
$9.4M
$69.6M
Q1 24
$15.8M
$41.4M
Stockholders' Equity
MPAA
MPAA
SEMR
SEMR
Q4 25
$258.5M
$288.6M
Q3 25
$258.5M
$289.7M
Q2 25
$260.1M
$279.0M
Q1 25
$257.7M
$268.7M
Q4 24
$262.7M
$256.6M
Q3 24
$264.0M
$248.5M
Q2 24
$267.2M
$235.6M
Q1 24
$285.1M
$226.0M
Total Assets
MPAA
MPAA
SEMR
SEMR
Q4 25
$991.3M
$454.1M
Q3 25
$990.0M
$450.4M
Q2 25
$973.4M
$424.9M
Q1 25
$957.6M
$416.5M
Q4 24
$949.5M
$390.9M
Q3 24
$986.2M
$383.8M
Q2 24
$978.0M
$372.9M
Q1 24
$1.0B
$341.7M

Cash Flow & Capital Efficiency

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

Metric
MPAA
MPAA
SEMR
SEMR
Operating Cash FlowLast quarter
$-8.2M
$14.9M
Free Cash FlowOCF − Capex
$-8.6M
$14.8M
FCF MarginFCF / Revenue
-5.2%
12.6%
Capex IntensityCapex / Revenue
0.2%
0.1%
Cash ConversionOCF / Net Profit
-4.63×
TTM Free Cash FlowTrailing 4 quarters
$27.7M
$57.8M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
MPAA
MPAA
SEMR
SEMR
Q4 25
$-8.2M
$14.9M
Q3 25
$21.9M
$21.9M
Q2 25
$10.0M
$684.0K
Q1 25
$9.1M
$22.1M
Q4 24
$34.4M
$11.9M
Q3 24
$22.9M
$8.1M
Q2 24
$-20.8M
$12.1M
Q1 24
$-9.3M
$14.8M
Free Cash Flow
MPAA
MPAA
SEMR
SEMR
Q4 25
$-8.6M
$14.8M
Q3 25
$20.8M
$21.5M
Q2 25
$9.2M
$80.0K
Q1 25
$6.2M
$21.4M
Q4 24
$33.7M
$11.5M
Q3 24
$22.3M
$7.6M
Q2 24
$-21.3M
$10.0M
Q1 24
$-9.8M
$14.0M
FCF Margin
MPAA
MPAA
SEMR
SEMR
Q4 25
-5.2%
12.6%
Q3 25
9.4%
19.2%
Q2 25
4.9%
0.1%
Q1 25
3.2%
20.4%
Q4 24
18.1%
11.2%
Q3 24
10.7%
7.8%
Q2 24
-12.6%
11.0%
Q1 24
-5.2%
16.3%
Capex Intensity
MPAA
MPAA
SEMR
SEMR
Q4 25
0.2%
0.1%
Q3 25
0.5%
0.4%
Q2 25
0.4%
0.6%
Q1 25
1.5%
0.7%
Q4 24
0.4%
0.4%
Q3 24
0.3%
0.5%
Q2 24
0.3%
2.4%
Q1 24
0.3%
0.9%
Cash Conversion
MPAA
MPAA
SEMR
SEMR
Q4 25
-4.63×
Q3 25
Q2 25
3.30×
Q1 25
26.04×
Q4 24
15.00×
3.57×
Q3 24
7.44×
Q2 24
7.32×
Q1 24
-6.93×
6.91×

Financial Flow Comparison

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

Revenue Breakdown by Segment

MPAA
MPAA

Reportable Segment Aggregation Before Other Operating Segment$156.3M93%
Other$11.4M7%

SEMR
SEMR

Segment breakdown not available.

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