analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
EGHT: 1—SEMR: 4wins
Rule of 40
10.3EGHT
30.8SEMR
check_circleSEMR leads
Revenue Growth
2.0%EGHT
17.7%SEMR
check_circleSEMR leads
Gross Margin
66%EGHT
81%SEMR
check_circleSEMR leads
FCF Margin
8.3%EGHT
13.0%SEMR
check_circleSEMR leads
Operating Margin
3.4%EGHT
-5.1%SEMR
check_circleEGHT leads
NRR
—EGHT
—SEMR
Metric
Rule of 40Efficiency score
EGHT
10.3
SEMR
30.8check_circle
Revenue GrowthYoY
EGHT
2.0%
SEMR
17.7%check_circle
Gross Margin% of revenue
EGHT
66%
SEMR
81%check_circle
FCF MarginFree cash flow
EGHT
8.3%
SEMR
13.0%check_circle
Operating MarginGAAP
EGHT
3.4%check_circle
SEMR
-5.1%
NRRNet retention
EGHT
N/A
SEMR
N/A
EV / RevenueValuation multiple
EGHT
N/A
SEMR
3.5x
Market CapUSD
EGHT
N/A
SEMR
$1.8B
ARR GrowthYoY
EGHT
N/A
SEMR
N/A
CAC PaybackMonths to recover
EGHT
N/A
SEMR
N/A
Advertisement
insights
Analysis
As of Q4 2025, 8X8 INC /DE/ trades at N/A EV/Revenue versus SEMrush Holdings, Inc. at 3.5x. On the Rule of 40, 8X8 INC /DE/ scores 10.3 compared to SEMrush Holdings, Inc.'s 30.8, placing SEMrush Holdings, Inc. ahead in operating efficiency. Gross margins stand at 8X8 INC /DE/ 66% vs SEMrush Holdings, Inc. 81%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.