These days we see a lot of folks in the SEO industry trying to analyze websites after penalties or as part of a competitor analysis process. Which is cool. The problem lies in the fact that these tools are actually reporting on what they call “visibility” not actual traffic.
Let's consider one of the more cited resources, SearchMetrics. They're visibility metrics are certainly much different than actual search referrer traffic. I would know, I wrote an article for them about it.
Don't jump to conclusions.