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Side-by-side financial comparison of SEMrush Holdings, Inc. (SEMR) and VIEMED HEALTHCARE, INC. (VMD). Click either name above to swap in a different company.

SEMrush Holdings, Inc. is the larger business by last-quarter revenue ($117.7M vs $76.2M, roughly 1.5× VIEMED HEALTHCARE, INC.). VIEMED HEALTHCARE, INC. runs the higher net margin — 7.4% vs -9.4%, a 16.8% gap on every dollar of revenue. On growth, VIEMED HEALTHCARE, INC. posted the faster year-over-year revenue change (25.5% vs 14.6%). SEMrush Holdings, Inc. produced more free cash flow last quarter ($14.8M vs $9.7M). Over the past eight quarters, VIEMED HEALTHCARE, INC.'s revenue compounded faster (22.7% CAGR vs 17.1%).

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...

Viemed Healthcare, Inc. is a medical technology firm specializing in respiratory care solutions. It develops, manufactures and distributes portable ventilators, respiratory therapy devices and related support services, catering to acute care, post-acute care and home care segments across North America, Europe and key Asia-Pacific markets for patients with respiratory conditions.

SEMR vs VMD — Head-to-Head

Bigger by revenue
SEMR
SEMR
1.5× larger
SEMR
$117.7M
$76.2M
VMD
Growing faster (revenue YoY)
VMD
VMD
+10.9% gap
VMD
25.5%
14.6%
SEMR
Higher net margin
VMD
VMD
16.8% more per $
VMD
7.4%
-9.4%
SEMR
More free cash flow
SEMR
SEMR
$5.1M more FCF
SEMR
$14.8M
$9.7M
VMD
Faster 2-yr revenue CAGR
VMD
VMD
Annualised
VMD
22.7%
17.1%
SEMR

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
SEMR
SEMR
VMD
VMD
Revenue
$117.7M
$76.2M
Net Profit
$-11.1M
$5.6M
Gross Margin
80.4%
57.9%
Operating Margin
-11.8%
11.0%
Net Margin
-9.4%
7.4%
Revenue YoY
14.6%
25.5%
Net Profit YoY
-431.8%
30.7%
EPS (diluted)
$-0.09
$0.14

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
SEMR
SEMR
VMD
VMD
Q4 25
$117.7M
$76.2M
Q3 25
$112.1M
$71.9M
Q2 25
$108.9M
$63.1M
Q1 25
$105.0M
$59.1M
Q4 24
$102.6M
$60.7M
Q3 24
$97.4M
$58.0M
Q2 24
$91.0M
$55.0M
Q1 24
$85.8M
$50.6M
Net Profit
SEMR
SEMR
VMD
VMD
Q4 25
$-11.1M
$5.6M
Q3 25
$-2.1M
$3.5M
Q2 25
$-6.6M
$3.2M
Q1 25
$849.0K
$2.6M
Q4 24
$3.3M
$4.3M
Q3 24
$1.1M
$3.9M
Q2 24
$1.7M
$1.5M
Q1 24
$2.1M
$1.6M
Gross Margin
SEMR
SEMR
VMD
VMD
Q4 25
80.4%
57.9%
Q3 25
80.2%
57.5%
Q2 25
80.6%
58.3%
Q1 25
81.1%
56.3%
Q4 24
81.7%
59.5%
Q3 24
82.5%
59.3%
Q2 24
83.6%
59.8%
Q1 24
82.9%
58.9%
Operating Margin
SEMR
SEMR
VMD
VMD
Q4 25
-11.8%
11.0%
Q3 25
-4.0%
7.8%
Q2 25
-4.0%
8.1%
Q1 25
-0.1%
6.5%
Q4 24
1.7%
10.6%
Q3 24
1.8%
9.7%
Q2 24
3.7%
6.6%
Q1 24
1.7%
4.4%
Net Margin
SEMR
SEMR
VMD
VMD
Q4 25
-9.4%
7.4%
Q3 25
-1.9%
4.9%
Q2 25
-6.0%
5.0%
Q1 25
0.8%
4.4%
Q4 24
3.3%
7.1%
Q3 24
1.1%
6.7%
Q2 24
1.8%
2.7%
Q1 24
2.5%
3.2%
EPS (diluted)
SEMR
SEMR
VMD
VMD
Q4 25
$-0.09
$0.14
Q3 25
$-0.01
$0.09
Q2 25
$-0.04
$0.08
Q1 25
$0.01
$0.06
Q4 24
$0.03
$0.10
Q3 24
$0.01
$0.10
Q2 24
$0.01
$0.04
Q1 24
$0.01
$0.04

Balance Sheet & Financial Strength

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

Metric
SEMR
SEMR
VMD
VMD
Cash + ST InvestmentsLiquidity on hand
$264.3M
$13.5M
Total DebtLower is stronger
Stockholders' EquityBook value
$288.6M
$141.5M
Total Assets
$454.1M
$199.2M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
SEMR
SEMR
VMD
VMD
Q4 25
$264.3M
$13.5M
Q3 25
$80.8M
$11.1M
Q2 25
$54.3M
$20.0M
Q1 25
$64.7M
$10.2M
Q4 24
$48.9M
$17.5M
Q3 24
$45.1M
$11.3M
Q2 24
$69.6M
$8.8M
Q1 24
$41.4M
$7.3M
Stockholders' Equity
SEMR
SEMR
VMD
VMD
Q4 25
$288.6M
$141.5M
Q3 25
$289.7M
$133.6M
Q2 25
$279.0M
$139.7M
Q1 25
$268.7M
$134.8M
Q4 24
$256.6M
$131.4M
Q3 24
$248.5M
$125.0M
Q2 24
$235.6M
$119.4M
Q1 24
$226.0M
$116.3M
Total Assets
SEMR
SEMR
VMD
VMD
Q4 25
$454.1M
$199.2M
Q3 25
$450.4M
$202.4M
Q2 25
$424.9M
$184.6M
Q1 25
$416.5M
$178.1M
Q4 24
$390.9M
$177.1M
Q3 24
$383.8M
$169.5M
Q2 24
$372.9M
$163.9M
Q1 24
$341.7M
$154.9M

Cash Flow & Capital Efficiency

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

Metric
SEMR
SEMR
VMD
VMD
Operating Cash FlowLast quarter
$14.9M
$18.4M
Free Cash FlowOCF − Capex
$14.8M
$9.7M
FCF MarginFCF / Revenue
12.6%
12.7%
Capex IntensityCapex / Revenue
0.1%
11.5%
Cash ConversionOCF / Net Profit
3.27×
TTM Free Cash FlowTrailing 4 quarters
$57.8M
$11.9M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
SEMR
SEMR
VMD
VMD
Q4 25
$14.9M
$18.4M
Q3 25
$21.9M
$18.4M
Q2 25
$684.0K
$12.3M
Q1 25
$22.1M
$2.9M
Q4 24
$11.9M
$15.0M
Q3 24
$8.1M
$12.7M
Q2 24
$12.1M
$10.2M
Q1 24
$14.8M
$1.2M
Free Cash Flow
SEMR
SEMR
VMD
VMD
Q4 25
$14.8M
$9.7M
Q3 25
$21.5M
$10.7M
Q2 25
$80.0K
$4.1M
Q1 25
$21.4M
$-12.6M
Q4 24
$11.5M
$3.2M
Q3 24
$7.6M
$1.7M
Q2 24
$10.0M
$1.2M
Q1 24
$14.0M
$-4.8M
FCF Margin
SEMR
SEMR
VMD
VMD
Q4 25
12.6%
12.7%
Q3 25
19.2%
14.9%
Q2 25
0.1%
6.5%
Q1 25
20.4%
-21.4%
Q4 24
11.2%
5.2%
Q3 24
7.8%
3.0%
Q2 24
11.0%
2.3%
Q1 24
16.3%
-9.5%
Capex Intensity
SEMR
SEMR
VMD
VMD
Q4 25
0.1%
11.5%
Q3 25
0.4%
10.6%
Q2 25
0.6%
12.9%
Q1 25
0.7%
26.2%
Q4 24
0.4%
19.5%
Q3 24
0.5%
19.0%
Q2 24
2.4%
16.3%
Q1 24
0.9%
11.9%
Cash Conversion
SEMR
SEMR
VMD
VMD
Q4 25
3.27×
Q3 25
5.23×
Q2 25
3.88×
Q1 25
26.04×
1.09×
Q4 24
3.57×
3.47×
Q3 24
7.44×
3.29×
Q2 24
7.32×
6.94×
Q1 24
6.91×
0.73×

Financial Flow Comparison

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

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