A Look At Similarweb (SMWB) Valuation After New AI Data Partnership With Manus

Simply Wall St.01-21 14:23

Similarweb (SMWB) is back on investor radars after announcing a collaboration with autonomous AI platform Manus, giving Manus agents direct access to Similarweb’s web traffic and engagement data for ...

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The 1 year total shareholder return of a 62.2% decline points to pressure...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"SMWB":"Similarweb Ltd.","BK4539":"次新股","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","BK4023":"应用软件"},"translate_title":"与Manus建立新的人工智能数据合作伙伴关系后Similarweb(SMWB)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DCF":1,"SMWB":1.5},"content_text":"Similarweb (SMWB) is back on investor radars after announcing a collaboration with autonomous AI platform Manus, giving Manus agents direct access to Similarweb’s web traffic and engagement data for marketing analysis. See our latest analysis for Similarweb. The Manus partnership comes at a weaker moment for the stock, with a 1 day share price return of a 4.1% decline and a 30 day share price return of a 15.6% decline. The 1 year total shareholder return of a 62.2% decline points to pressure that this kind of AI focused news may be trying to counter as the market reassesses growth prospects and risks. If this AI partnership has your attention, it could be a good time to see what else is happening across high growth tech and AI stocks for other potential ideas in the space. With the share price under pressure despite revenue of US$275.429 million and an intrinsic discount flagging potential value, the real question is whether Similarweb is now undervalued or if the market already sees the growth from AI partnerships coming. AdvertisementPrice-to-Sales of 1.8x: Is it justified? Similarweb is trading on a P/S of 1.8x, which sits well below several comparison points and raises questions about how the market is pricing its data platform today. The P/S ratio compares the company’s market value to its US$275.429 million of revenue, which is a common way to look at unprofitable software businesses where earnings are not yet a clean guide. Here, the numbers are quite punchy. The current 1.8x P/S is well beneath the US Software industry average of 4.7x and below the peer average of 2.7x. This suggests the market is valuing each dollar of Similarweb revenue at a discount to comparable names. It is also below an estimated fair P/S of 3.3x that our work points to as a level the market could move toward if sentiment and expectations align more closely with those benchmarks. Explore the SWS fair ratio for Similarweb Result: Price-to-sales of 1.8x (UNDERVALUED) However, you also have to weigh the net loss of US$30.859 million and the sharp 1 year total shareholder return decline of 62.2% as potential warning signs. Find out about the key risks to this Similarweb narrative. Another View: What Our DCF Model Says While the 1.8x P/S ratio points to Similarweb looking inexpensive next to peers, our DCF model goes further and suggests the shares trade at a 39.8% discount to an estimated fair value of US$9.79 per share, compared to the current price of US$5.89. The question is whether the cash flows that underpin that gap will materialize in a way the market accepts. Look into how the SWS DCF model arrives at its fair value. SMWB Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Similarweb for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 872 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Similarweb Narrative If you look at the numbers and come to a different conclusion, or just prefer your own work, you can build a full view in minutes: Do it your way A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Similarweb. Ready for more investment ideas? Before you move on, you may want to consider a few more watchlist candidates that fit clear themes and your own risk comfort.  Explore potential mispricings by scanning these 872 undervalued stocks based on cash flows that the market may not be fully appreciating yet. Look into companies involved in technological innovation by checking out these 24 AI penny stocks positioned around artificial intelligence trends. Consider income-oriented opportunities by reviewing these 13 dividend stocks with yields > 3% that currently offer yields above 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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