Added to YB: 2026-07-14
Pitch date: 2026-07-11
VRSK [bullish]
Verisk Analytics, Inc.
+2.8%
current return
Author Info
No bio for this author
Company Info
Verisk Analytics, Inc. engages in the provision of data analytics and technology solutions to the insurance industry in the United States and internationally.
Market Cap
$24.3B
Pitch Price
$188.45
Price Target
N/A
Dividend
1.08%
EV/EBITDA
18.51
P/E
28.27
EV/Sales
9.15
Sector
Professional Services
Category
growth
Verisk Analytics (VRSK) - Insurance Analytics Monopoly
VRSK: Insurance analytics near-monopoly (Xactimate software), 100% coverage of top 100 US P&C insurers. Strong moat via network effects/data scale, 3-4% annual price hikes. 65%+ gross, 40%+ op margins, 6-8% growth target. 4% FCF yield (~$1,102 TTM), wants 5-5.5%. Risks: bad M&A, AI fears (author sees low). Quality compounder, buy on AI selloff.
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