image
Communication Services - Internet Content & Information - NYSE - IL
$ 11.51
-2.87 %
$ 978 M
Market Cap
-76.73
P/E
1. INTRINSIC VALUE

Similarweb Ltd. provides a platform for digital intelligence in the United States, Europe, Asia Pacific, the United Kingdom, Israel, and internationally. It offers digital research intelligence solutions that allow senior leaders, strategy, business intelligence, and consumer insights teams to benchmark performance against competitors and market leaders, analyze trends in the market, conduct deeper research into specific companies, and analyze audience behavior; and digital marketing solutions, which enable marketing leaders, search engine optimization, and content managers, pay-per-click, performance marketers, affiliate marketers, and media buyers to understand their competitors' online acquisition strategies in each marketing channel. The company also provides shopper intelligence solutions that allows digital commerce leadership, and category and product managers to analyze a view of their customers' digital journeys, monitor consumer demand, increase brand visibility in the search process, and optimize category and product level conversion in the purchase process; and sales intelligence solutions, which enables sales management and operations, sales representatives, and account management teams to access relevant buying signals and digital insights of their customers in to generate leads quickly.[ Read More ]

The intrinsic value of one SMWB stock under the base case scenario is HIDDEN Compared to the current market price of 11.5 USD, Similarweb Ltd. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart SMWB

image
FINANCIALS
218 M REVENUE
12.83%
-28.8 M OPERATING INCOME
67.21%
-29.4 M NET INCOME
64.89%
-3.04 M OPERATING CASH FLOW
93.40%
-2.59 M INVESTING CASH FLOW
92.17%
1.19 M FINANCING CASH FLOW
-95.91%
60.6 M REVENUE
2.81%
-362 K OPERATING INCOME
86.51%
-738 K NET INCOME
73.00%
7.21 M OPERATING CASH FLOW
-28.41%
-1.15 M INVESTING CASH FLOW
72.35%
941 K FINANCING CASH FLOW
104.21%
Balance Sheet Decomposition Similarweb Ltd.
image
Current Assets 135 M
Cash & Short-Term Investments 81.8 M
Receivables 49.3 M
Other Current Assets 4.18 M
Non-Current Assets 104 M
Long-Term Investments 0
PP&E 64.6 M
Other Non-Current Assets 39.2 M
Current Liabilities 184 M
Accounts Payable 8.42 M
Short-Term Debt 32.1 M
Other Current Liabilities 144 M
Non-Current Liabilities 39.3 M
Long-Term Debt 35.3 M
Other Non-Current Liabilities 3.95 M
EFFICIENCY
Earnings Waterfall Similarweb Ltd.
image
Revenue 218 M
Cost Of Revenue 47.1 M
Gross Profit 171 M
Operating Expenses 200 M
Operating Income -28.8 M
Other Expenses 566 K
Net Income -29.4 M
RATIOS
78.40% GROSS MARGIN
78.40%
-13.21% OPERATING MARGIN
-13.21%
-13.47% NET MARGIN
-13.47%
-188.93% ROE
-188.93%
-12.29% ROA
-12.29%
-74.89% ROIC
-74.89%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Similarweb Ltd.
image
Net Income -29.4 M
Depreciation & Amortization 10.3 M
Capital Expenditures -2.38 M
Stock-Based Compensation 18.1 M
Change in Working Capital -3.64 M
Others 6.42 M
Free Cash Flow -5.42 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Similarweb Ltd.
image
Wall Street analysts predict an average 1-year price target for SMWB of $14 , with forecasts ranging from a low of $11 to a high of $16 .
SMWB Lowest Price Target Wall Street Target
11 USD -4.43%
SMWB Average Price Target Wall Street Target
14 USD 21.63%
SMWB Highest Price Target Wall Street Target
16 USD 39.01%
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Similarweb Ltd.
image
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
7. News
Similarweb Ltd. (SMWB) Q3 2024 Earnings Call Transcript Similarweb Ltd. (NYSE:SMWB ) Q3 2024 Earnings Conference Call November 13, 2024 8:03 AM ET Company Participants Rami Myerson - Vice President, Investor Relations Or Offer - CEO and Co-Founder Jason Schwartz - CFO Conference Call Participants Ryan MacWilliams - Barclays Jason Helfstein - Oppenheimer & Co. Arjun Bhatia - William Blair Scott Berg - Needham & Company Surinder Thind - Jefferies Patrick Walravens - Citizens JMP Tyler Radke – Citi Operator Greetings, and welcome to the Similarweb Third Quarter 2024 Earnings Call. seekingalpha.com - 3 days ago
Similarweb (SMWB) Q3 Earnings Miss Estimates Similarweb (SMWB) came out with quarterly earnings of $0.01 per share, missing the Zacks Consensus Estimate of $0.04 per share. This compares to break-even earnings per share a year ago. zacks.com - 4 days ago
Similarweb Announces Third Quarter 2024 Results TEL AVIV, Israel--(BUSINESS WIRE)--Similarweb Ltd. (NYSE: SMWB) ("Similarweb" or the "Company"), a leading digital data and analytics company powering critical business decisions, today announced financial results for its third quarter ended September 30, 2024. The Company published a letter to shareholders from management discussing these results, which can be accessed at the link: https://ir.similarweb.com/financials/quarterly-results, located on the Company's investor relations website. “Rev. businesswire.com - 4 days ago
Similarweb to Announce Third Quarter 2024 Financial Results on November 12, 2024, After Market Close TEL AVIV, Israel--(BUSINESS WIRE)--Similarweb Ltd. (NYSE: SMWB), a leading digital data and web analytics company, today announced it will release third quarter 2024 financial results for the period ended September 30, 2024, on Tuesday, November 12, 2024, after the close of trading on the New York Stock Exchange. Management will host a conference call on Wednesday, November 13, 2024, at 8:30 a.m. EST to discuss the Company's business and financial results. A live webcast of the call can be acce. businesswire.com - 2 weeks ago
Similarweb Recognized as a Leader in Snowflake's Modern Marketing Data Stack Report TEL AVIV, Israel & NEW YORK--(BUSINESS WIRE)--Similarweb today announced that it has been recognized as a leader in the Modern Marketing Data Stack 2025: How Leading Marketers Are Thriving In a World Redefined By AI, Privacy and Data Gravity executed and launched by Snowflake, the AI Data Cloud company. Similarweb was recognized in the Enrichment & Hygiene category for its ability to enrich and validate any data set with digital market data. The third annual edition of Snowflake's Modern Ma. businesswire.com - 3 weeks ago
Similarweb Analyst Initiates Coverage, Praises Firm For 'Rapidly Improving Profitability' Shares of Similarweb Ltd SMWB have climbed almost 77% year to date. benzinga.com - 3 weeks ago
Hedgeweek Names Similarweb Alternative Data Provider of the Year TEL AVIV, Israel & NEW YORK--(BUSINESS WIRE)--Similarweb (NYSE:SMWB) was recognized as the Alternative Data Provider of the Year at the Hedgeweek US Awards 2024 award ceremony in New York today. The award recognizes the benefits Similarweb's data and platform provide to investors leveraging non-financial measures of company performance as a way of anticipating market trends and evaluating the performance of private and pre-IPO companies. Hedgeweek US recognized Similarweb as Alternative Data Pr. businesswire.com - 1 month ago
4 Top-Ranked Tech Stocks Under $20 That Promise Gains in 2025 Here we discuss four top-ranked tech stocks, SMWB, VTEX, COMP and PD, which are trading for less than $20 a share, with the potential to grow in 2025. zacks.com - 1 month ago
Similarweb: Rating Upgrade Fueled By Improved Revenue Retention Upgrading Similarweb to ‘Buy' due to improved revenue quality, net revenue retention, and margin profile, despite competitive pressures and modest revenue growth. Similarweb's operating expenses have stabilized, indicating a shift to sustainable growth. Competitive pressures from rivals like Semrush remain a concern, but Similarweb's focus on high-ticket, high-retention customers could drive future revenue and valuation multiples. seekingalpha.com - 1 month ago
New Strong Buy Stocks for October 2nd CF, BRFS, SNAX, MNRO and SMWB have been added to the Zacks Rank #1 (Strong Buy) List on October 2, 2024. zacks.com - 1 month ago
Similarweb Ltd. Announces Full Exercise of the Underwriters' Option to Purchase Additional Ordinary Shares TEL AVIV, Israel--(BUSINESS WIRE)--Similarweb Ltd. (“Similarweb”) (NYSE: SMWB), a leading digital market intelligence company, today announced that in connection with the previously announced underwritten public offering by a selling shareholder (the “Offering”), the underwriters exercised their option to purchase an additional 525,000 ordinary shares at $7.85 per share, in full, resulting in gross proceeds to the selling shareholder of approximately $4,121,250. Similarweb did not receive any p. businesswire.com - 1 month ago
Similarweb Ltd. Announces Closing of Secondary Offering by a Selling Shareholder TEL AVIV, Israel--(BUSINESS WIRE)--Similarweb Ltd. (“Similarweb”) (NYSE: SMWB), a leading digital market intelligence company, today announced the closing of a previously announced underwritten public offering by a selling shareholder (the “Offering”) of 3,500,000 ordinary shares of the Company at a public offering price of $7.85 per share for total gross proceeds of $27,475,000, before deducting underwriting discounts and offering expenses. The selling shareholder has granted the underwriters. businesswire.com - 2 months ago
8. Profile Summary

Similarweb Ltd. SMWB

image
COUNTRY IL
INDUSTRY Internet Content & Information
MARKET CAP $ 978 M
Dividend Yield 0.00%
Description Similarweb Ltd. provides a platform for digital intelligence in the United States, Europe, Asia Pacific, the United Kingdom, Israel, and internationally. It offers digital research intelligence solutions that allow senior leaders, strategy, business intelligence, and consumer insights teams to benchmark performance against competitors and market leaders, analyze trends in the market, conduct deeper research into specific companies, and analyze audience behavior; and digital marketing solutions, which enable marketing leaders, search engine optimization, and content managers, pay-per-click, performance marketers, affiliate marketers, and media buyers to understand their competitors' online acquisition strategies in each marketing channel. The company also provides shopper intelligence solutions that allows digital commerce leadership, and category and product managers to analyze a view of their customers' digital journeys, monitor consumer demand, increase brand visibility in the search process, and optimize category and product level conversion in the purchase process; and sales intelligence solutions, which enables sales management and operations, sales representatives, and account management teams to access relevant buying signals and digital insights of their customers in to generate leads quickly. In addition, it offers investor intelligence solution that allows portfolio managers, investment professionals, data scientists, and research analysts to access an end-to-end view of market, sector or company performance to ideate and monitor investment opportunities, forecast market performance, and perform due diligence. The company serves retail, consumer packaged goods, travel, consumer finance, business-to-business software, and logistics companies; and consultancies, marketing and advertising agencies, media and publishers, payment processors, and institutional investors. Similarweb Ltd. was incorporated in 2009 and is headquartered in Tel Aviv, Israel.
Contact 121 Menachem Begin Road, Tel Aviv, 6701203 https://www.similarweb.com
IPO Date May 12, 2021
Employees 899
Officers Mr. Or Offer Co-Founder, Chief Executive Officer & Director Mr. Ron Asher Chief Technology Officer Ms. Susan Dunn Chief Revenue Officer Mr. Benjamin Seror Co-Founder & Chief Product Officer Mr. Lior Degani Chief Operation Officer Mr. Raymond Jones Vice President of Investor Relations Mr. Guy Gomberg Chief Marketing Officer Ms. Sigal Gillmore Chief People Officer Maoz Lakovski Chief Business Officer