Latest news with #OlegShchegolev
Yahoo
18 hours ago
- Business
- Yahoo
3 Software Stocks to Keep an Eye On
From commerce to culture, software is digitizing every aspect of our lives. This secular theme makes SaaS companies attractive investment candidates but also comes with higher valuations that cause volatility. Unfortunately, the rich prices have haunted them over the past six months as the industry has shed 2.3%. This performance was discouraging since the S&P 500 returned 5%. However, some businesses can support their premium valuations with superior earnings growth, and our mission at StockStory is to help you find them. Keeping that in mind, here are three resilient software stocks at the top of our wish list. Market Cap: $73.9 billion Founded in 2013 by three French engineers who spent decades working for Oracle, Snowflake (NYSE:SNOW) provides a data warehouse-as-a-service in the cloud that allows companies to store large amounts of data and analyze it in real time. Why Do We Like SNOW? Billings have averaged 26.5% growth over the last year, showing it's securing new contracts that could potentially increase in value over time High switching costs and customer loyalty are evident in its net revenue retention rate of 126% Expected revenue growth of 24.4% for the next year suggests its market share will rise Snowflake is trading at $221.49 per share, or 15.4x forward price-to-sales. Is now the right time to buy? Find out in our full research report, it's free. Market Cap: $1.36 billion Started by Oleg Shchegolev while still in university, Semrush (NYSE:SEMR) is a software-as-a-service platform that helps companies optimize their search engine and content marketing efforts. Why Are We Fans of SEMR? Winning new contracts that can potentially increase in value as its billings growth has averaged 24.8% over the last year Projected revenue growth of 18.7% for the next 12 months suggests its momentum from the last three years will persist Prominent and differentiated software results in a premier gross margin of 82.1% Semrush's stock price of $9.15 implies a valuation ratio of 2.9x forward price-to-sales. Is now a good time to buy? See for yourself in our in-depth research report, it's free. Market Cap: $4.48 billion Founded in Chennai, India in 2010 with the idea of creating a 'fresh' helpdesk product, Freshworks (NASDAQ: FRSH) offers a broad range of software targeted at small and medium-sized businesses. Why Are We Positive On FRSH? Ability to secure long-term commitments with customers is evident in its 19.7% ARR growth over the last year Superior software functionality and low servicing costs result in a stellar gross margin of 84.4% Operating margin expanded by 9.2 percentage points over the last year as it scaled and became more efficient At $15.40 per share, Freshworks trades at 5.4x forward price-to-sales. Is now the time to initiate a position? Find out in our full research report, it's free. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today
Yahoo
11-06-2025
- Business
- Yahoo
2 Cash-Producing Stocks to Research Further and 1 to Avoid
While strong cash flow is a key indicator of stability, it doesn't always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning. Not all companies are created equal, and StockStory is here to surface the ones with real upside. That said, here are two cash-producing companies that leverage their financial strength to beat the competition and one that may struggle to keep up. Trailing 12-Month Free Cash Flow Margin: 37.1% Founded in 2007 as DiscoveryOrg and renamed after a merger in 2019, ZoomInfo (NASDAQ:ZI) is a software as a service product that provides sales departments with access to a database of prospective clients. Why Do We Avoid ZI? Flat billings over the last year suggest it may need to improve its products, pricing, or go-to-market strategy to reinvigorate demand Complex implementation process for enterprise clients means customers take longer to ramp up, as seen in its extended payback periods Day-to-day expenses have swelled relative to revenue over the last year as its operating margin fell by 10.3 percentage points ZoomInfo's stock price of $10.28 implies a valuation ratio of 2.9x forward price-to-sales. Dive into our free research report to see why there are better opportunities than ZI. Trailing 12-Month Free Cash Flow Margin: 10.6% Started by Oleg Shchegolev while still in university, Semrush (NYSE:SEMR) is a software-as-a-service platform that helps companies optimize their search engine and content marketing efforts. Why Are We Positive On SEMR? Average billings growth of 24.8% over the last year enhances its liquidity and shows there is steady demand for its products Sales outlook for the upcoming 12 months implies the business will stay on its desirable three-year growth trajectory Software is difficult to replicate at scale and results in a stellar gross margin of 82.1% At $10.19 per share, Semrush trades at 3.3x forward price-to-sales. Is now a good time to buy? Find out in our full research report, it's free. Trailing 12-Month Free Cash Flow Margin: 2.5% With an emphasis on ethically produced products, Vital Farms (NASDAQ:VITL) specializes in pasture-raised eggs and butter. Why Is VITL a Top Pick? Products are flying off the shelves as its unit sales averaged 17.8% growth over the past two years Expected revenue growth of 26.6% for the next year suggests its market share will rise Earnings per share grew by 161% annually over the last three years and trumped its peers Vital Farms is trading at $33 per share, or 23.8x forward P/E. Is now the right time to buy? See for yourself in our in-depth research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
06-06-2025
- Business
- Yahoo
3 Cash-Heavy Stocks with Competitive Advantages
Companies with more cash than debt often have stronger financial flexibility, making them attractive in uncertain markets. Without interest payments being less of a worry, these businesses can invest more in growth, innovation, or buybacks and dividends. Finding the best investments isn't always easy, and that's why we started StockStory. That said, here are three companies with net cash positions that can continue growing sustainably. Net Cash Position: $248 million (16.6% of Market Cap) Started by Oleg Shchegolev while still in university, Semrush (NYSE:SEMR) is a software-as-a-service platform that helps companies optimize their search engine and content marketing efforts. Why Does SEMR Stand Out? Winning new contracts that can potentially increase in value as its billings growth has averaged 24.8% over the last year Forecasted revenue growth of 18.7% for the next 12 months indicates its momentum over the last three years is sustainable Software is difficult to replicate at scale and results in a premier gross margin of 82.1% Semrush is trading at $10.11 per share, or 3.2x forward price-to-sales. Is now the right time to buy? See for yourself in our comprehensive research report, it's free. Net Cash Position: $360.3 million (0.6% of Market Cap) Providing body cameras and tasers for first responders, AXON (NASDAQ:AXON) develops technology solutions and weapons products for military, law enforcement, and civilians. Why Are We Backing AXON? Unit sales averaged 32% growth over the past two years and imply healthy demand for its products Free cash flow margin jumped by 20.3 percentage points over the last five years, giving the company more resources to pursue growth initiatives, repurchase shares, or pay dividends Historical investments are beginning to pay off as its returns on capital are growing At $790.48 per share, Axon trades at 132.5x forward P/E. Is now the time to initiate a position? Find out in our full research report, it's free. Net Cash Position: $92.94 million (0.3% of Market Cap) Founded in 1989 to address the then-underdiagnosed condition of sleep apnea, ResMed (NYSE:RMD) develops cloud-connected medical devices and software solutions that treat sleep apnea, COPD, and other respiratory disorders for home and clinical use. Why Are We Fans of RMD? Constant currency growth averaged 12% over the past two years, showing it can expand globally regardless of the macroeconomic environment Performance over the past five years shows its incremental sales were extremely profitable, as its annual earnings per share growth of 15.7% outpaced its revenue gains Free cash flow margin expanded by 7.1 percentage points over the last five years, providing additional flexibility for investments and share buybacks/dividends ResMed's stock price of $249.69 implies a valuation ratio of 24.6x forward P/E. Is now a good time to buy? See for yourself in our in-depth research report, it's free. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today for free. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
28-04-2025
- Business
- Yahoo
3 Big Reasons to Love Semrush (SEMR)
Semrush's stock price has taken a beating over the past six months, shedding 20.1% of its value and falling to $10.33 per share. This was partly driven by its softer quarterly results and might have investors contemplating their next move. Given the weaker price action, is now the time to buy SEMR? Find out in our full research report, it's free. Started by Oleg Shchegolev while still in university, Semrush (NYSE:SEMR) is a software-as-a-service platform that helps companies optimize their search engine and content marketing efforts. Billings is a non-GAAP metric that is often called 'cash revenue' because it shows how much money the company has collected from customers in a certain period. This is different from revenue, which must be recognized in pieces over the length of a contract. Semrush's billings punched in at $105.5 million in Q4, and over the last four quarters, its year-on-year growth averaged 23.2%. This performance was impressive, indicating robust customer demand. The high level of cash collected from customers also enhances liquidity and provides a solid foundation for future investments and growth. Software is eating the world. It's one of our favorite business models because once you develop the product, it usually doesn't cost much to provide it as an ongoing service. These minimal costs can include servers, licenses, and certain personnel. Semrush's gross margin is one of the best in the software sector, an output of its asset-lite business model and strong pricing power. It also enables the company to fund large investments in new products and sales during periods of rapid growth to achieve outsized profits at scale. As you can see below, it averaged an elite 82.6% gross margin over the last year. That means Semrush only paid its providers $17.38 for every $100 in revenue. The customer acquisition cost (CAC) payback period measures the months a company needs to recoup the money spent on acquiring a new customer. This metric helps assess how quickly a business can break even on its sales and marketing investments. Semrush is very efficient at acquiring new customers, and its CAC payback period checked in at 28.7 months this quarter. The company's rapid sales cycles stem from its strong brand reputation and self-serve model, where it can onboard many small customers with little to no oversight. These dynamics give Semrush more resources to pursue new product initiatives so it can potentially move up market and serve enterprise clients, which can provide a second leg of growth. These are just a few reasons why we think Semrush is a great business. With the recent decline, the stock trades at 3.5× forward price-to-sales (or $10.33 per share). Is now a good time to buy? See for yourself in our in-depth research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. Stocks that made our list in 2019 include now familiar names such as Nvidia (+2,183% between December 2019 and December 2024) as well as under-the-radar businesses like Sterling Infrastructure (+1,096% five-year return). Find your next big winner with StockStory today for free.
Yahoo
28-01-2025
- Business
- Yahoo
Semrush Holdings, Inc. Announces Investor Conference Call to Review Fourth Quarter and Full Year 2024 Financial Results
BOSTON, January 28, 2025--(BUSINESS WIRE)--Semrush Holdings, Inc. (NYSE: SEMR), a leading online visibility management SaaS platform, will release its financial results for the fourth quarter and full year ended December 31, 2024, after the close of the US markets on Wednesday, February 26, 2025. Semrush will host a corresponding conference call to discuss the results on Thursday, February 27, 2025 at 8:30 a.m. Eastern Time. Conference Call Details Date: Thursday, February 27, 2025Time: 8:30 a.m. ETHosts: Oleg Shchegolev, CEO, Eugene Levin, President, and Brian Mulroy, CFOConference ID: 448113Participant Toll Free Dial-In Number: +1 833 470 1428Participant International Dial-In Number: +1 929 526 1599 Participants should dial in at least ten minutes before the start of the conference call. A live webcast of the conference call and financial results will be accessible at An archived replay of the webcast will be available on this website for a limited time after the call. About Semrush Holdings, Inc. Semrush is a leading online visibility management SaaS platform that enables businesses globally to run search engine optimization, advertising, content, social media and competitive research campaigns and get measurable results from online marketing. Semrush offers insights and solutions for companies to build, manage, and measure campaigns across various marketing channels. Semrush is headquartered in Boston and has offices in Austin, Dallas, Amsterdam, Barcelona, Belgrade, Berlin, Limassol, Prague, Warsaw, and Yerevan. View source version on Contacts Investor: Brinlea JohnsonThe Blueshirt GroupSemrush Holdings, Incir@ Media: Jena SullivanSenior Public Relations ManagerSemrush Holdings, Sign in to access your portfolio
