analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
SEMR: 3—ACIW: 2wins
Rule of 40
30.8SEMR
28.0ACIW
check_circleSEMR leads
Revenue Growth
17.7%SEMR
10.4%ACIW
check_circleSEMR leads
Gross Margin
81%SEMR
49%ACIW
check_circleSEMR leads
FCF Margin
13.0%SEMR
17.6%ACIW
check_circleACIW leads
Operating Margin
-5.1%SEMR
18.8%ACIW
check_circleACIW leads
NRR
—SEMR
—ACIW
Metric
Rule of 40Efficiency score
SEMR
30.8check_circle
ACIW
28.0
Revenue GrowthYoY
SEMR
17.7%check_circle
ACIW
10.4%
Gross Margin% of revenue
SEMR
81%check_circle
ACIW
49%
FCF MarginFree cash flow
SEMR
13.0%
ACIW
17.6%check_circle
Operating MarginGAAP
SEMR
-5.1%
ACIW
18.8%check_circle
NRRNet retention
SEMR
N/A
ACIW
N/A
EV / RevenueValuation multiple
SEMR
N/A
ACIW
N/A
Market CapUSD
SEMR
N/A
ACIW
N/A
ARR GrowthYoY
SEMR
N/A
ACIW
N/A
CAC PaybackMonths to recover
SEMR
N/A
ACIW
N/A
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insights
Analysis
As of Q4 2025, SEMrush Holdings, Inc. trades at N/A EV/Revenue versus ACI WORLDWIDE, INC. at N/A. On the Rule of 40, SEMrush Holdings, Inc. scores 30.8 compared to ACI WORLDWIDE, INC.'s 28.0, placing SEMrush Holdings, Inc. ahead in operating efficiency. Gross margins stand at SEMrush Holdings, Inc. 81% vs ACI WORLDWIDE, INC. 49%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.