DEAL ANATOMY
Adobe-Semrush: What $1.8B Tells Us About Web Data Valuations
The pending acquisition prices Semrush at ~7x revenue, a premium that signals Adobe's bet on first-party SEO data as the cookie era ends.
Apr 1, 2026
7 min read
DATA INTELLIGENCE
The Data Economy Index
Tracking 66 public companies across 14 clusters that make money selling proprietary data and information.
Last Update: Apr 3, 2026
Updated Weekly
Public Companies
69
Pure data businesses only
Total Market Cap
$1.64T
As of Apr 5, 2026
Clusters
14
From credit bureaus to satellites
M&A Deals Tracked
18
$330B+ in total deal value
INTELLIGENCE FEED
View all →
Latest from the Data Economy
ARTICLE
Cheap Data Stocks: What's Worth Looking At in 2026
Data stocks are down 20-40% YTD. A cluster-by-cluster look at what's cheap for a reason vs. cheap for the wrong reason.
Apr 3, 2026
8 min read
EARNINGS
Verisk Prints Another 80%+ Margin Quarter
Insurance data monopoly continues to compound. Organic growth reaccelerating to 7% with margins the envy of the sector.
Mar 28, 2026
4 min read
CAPITAL MARKETS
View all 18 deals →
Recent Data Industry Deals
| Target | Acquirer | Value | Year | Status |
|---|---|---|---|---|
| Semrush (SEMR) | Adobe | $1.8B | 2026 | Pending |
| E2open (ETWO) | WiseTech Global | $2.1B | 2026 | Pending |
| Dun & Bradstreet (DNB) | Clearlake Capital | $7.7B | 2025 | Done |
| Integral Ad Science (IAS) | Novacap | $1.9B | 2025 | Done |
| Informatica (INFA) | Salesforce | $8.0B | 2025 | Done |
| Interpublic / Acxiom (IPG) | Omnicom | $13.5B | 2025 | Done |
| Envestnet (ENV) | Bain Capital | $4.5B | 2024 | Done |
Market Clusters
Financial & Market Data
S&P Global, Moody's, MSCI, FactSet, LSEG
11 companiesExchange & Trading Data
ICE, Nasdaq, CME, Cboe, Tradeweb
6 companiesCredit & Consumer Data
Experian, Equifax, TransUnion, FICO
4 companiesB2B Sales & Intent Data
ZoomInfo, Similarweb, TechTarget
3 companiesMarketing, AdTech & Identity
Trade Desk, LiveRamp, DoubleVerify, Zeta
7 companiesLegal, Regulatory & Research
RELX, Wolters Kluwer, Gartner, GlobalData, Informa
6 companiesHealthcare & Life Sciences
IQVIA, Certara, Definitive Healthcare
3 companiesInsurance Data & Analytics
Verisk, CCC Intelligent Solutions
2 companiesProperty & Real Estate Data
CoStar, Zillow, Redfin, Roper
4 companiesLocation, Geospatial & Satellite
TomTom, Trimble, Planet Labs, GB Group
9 companiesMaritime & Supply Chain
Descartes, WiseTech, Windward
3 companiesGovernment & Defense Data
Palantir, Booz Allen, CACI, Leidos
5 companiesHR & Workforce Data
First Advantage
1 companyAlternative & Web Data
Semrush (pending Adobe acquisition)
1 companyMarket Leaders
By market cap, USD billions. Apr 5, 2026.
Palantir
PLTR
$355B
S&P Global
SPGI
$131B
CME Group
CME
$111B
ICE
ICE
$93B
Moody's
MCO
$79B
RELX
RELX
$60B
LSEG
LSEG.L
$56B
Deutsche Boerse
DB1.DE
$51B
Nasdaq
NDAQ
$50B
MSCI
MSCI
$40B
European Data Champions
Market cap USD billions. Apr 5, 2026.
RELX
RELX · LSE/AMS
$60B
LSEG
LSEG.L · LSE
$56B
Deutsche Boerse
DB1.DE · XETRA
$51B
Experian
EXPN.L · LSE
$30B
Wolters Kluwer
WKL.AS · AMS
$16B
Hexagon
HEXA-B · STO
$23B
Trimble
TRMB · NASDAQ
$16B
TomTom
TOM2.AS · AMS
$0.6B