analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ACIW: 2—SEMR: 3wins
Rule of 40
24.2ACIW
30.8SEMR
check_circleSEMR leads
Revenue Growth
6.9%ACIW
17.7%SEMR
check_circleSEMR leads
Gross Margin
47%ACIW
81%SEMR
check_circleSEMR leads
FCF Margin
17.3%ACIW
13.0%SEMR
check_circleACIW leads
Operating Margin
16.4%ACIW
-5.1%SEMR
check_circleACIW leads
NRR
—ACIW
—SEMR
Metric
Rule of 40Efficiency score
ACIW
24.2
SEMR
30.8check_circle
Revenue GrowthYoY
ACIW
6.9%
SEMR
17.7%check_circle
Gross Margin% of revenue
ACIW
47%
SEMR
81%check_circle
FCF MarginFree cash flow
ACIW
17.3%check_circle
SEMR
13.0%
Operating MarginGAAP
ACIW
16.4%check_circle
SEMR
-5.1%
NRRNet retention
ACIW
N/A
SEMR
N/A
EV / RevenueValuation multiple
ACIW
N/A
SEMR
3.5x
Market CapUSD
ACIW
N/A
SEMR
$1.8B
ARR GrowthYoY
ACIW
N/A
SEMR
N/A
CAC PaybackMonths to recover
ACIW
N/A
SEMR
N/A
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insights
Analysis
As of Q1 2026, ACI WORLDWIDE, INC. trades at N/A EV/Revenue versus SEMrush Holdings, Inc. at 3.5x. On the Rule of 40, ACI WORLDWIDE, INC. scores 24.2 compared to SEMrush Holdings, Inc.'s 30.8, placing SEMrush Holdings, Inc. ahead in operating efficiency. Gross margins stand at ACI WORLDWIDE, INC. 47% 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.