Verisk Analytics, Inc.

NasdaqGS:VRSK Rapport sur les actions

Capitalisation boursière : US$22.4b

Verisk Analytics Résultats passés

Passé contrôle des critères 2/6

Verisk Analytics a connu une croissance annuelle moyenne de ses bénéfices de 4.8%, tandis que le secteur Professional Services a vu ses bénéfices augmenter de en hausse à 12.3% par an. Les revenus ont augmenté de en hausse à un taux moyen de 3.7% par an.

Informations clés

4.81%

Taux de croissance des bénéfices

8.57%

Taux de croissance du BPA

Professional Services Croissance de l'industrie10.99%
Taux de croissance des recettes3.75%
Rendement des fonds propresn/a
Marge nette29.34%
Dernière mise à jour des bénéfices31 Mar 2026

Mises à jour récentes des performances passées

Recent updates

Seeking Alpha • May 18

Verisk Q1: Getting A Lot More Interesting

Summary Verisk reported Q1 revenue of $783M (+4% y/y), with improved margins and strong adjusted EBITDA, but top-line growth remains modest. VRSK maintains a healthy balance sheet with 2.4x debt/EBITDA and 8x interest coverage; liquidity and solvency are not concerns. Management reaffirmed 2026 guidance, expects Q1 to be a trough, and anticipates federal contract resumption and normalized catastrophe activity to support growth. Despite recent share price decline and valuation reset, I remain on the sidelines, awaiting evidence of stronger profitability before considering a position. Read the full article on Seeking Alpha
Mise à jour du récit • May 14

VRSK: Proprietary Insurance Data Will Underpin Future AI Disruption Reassessment

Analysts trimmed their average price target on Verisk Analytics by about $1 to $222, reflecting updated views on a slightly lower future P/E multiple. They still cited resilient revenue, margin strength, and the company’s proprietary insurance data and embedded workflows as key supports for the long-term model.
Nouveau récit • May 08

VRSK 05-2026

Verisk Analytics is a regulatory-grade data toll on the US property & casualty insurance industry, monetized through ~83% subscription revenue with ~92% client retention. VRSK's narrow-moat franchise produces FCF with an unusually high degree of predictability, durable enough to justify a 15× exit multiple at a 35% margin of safety.
Mise à jour du récit • Apr 28

VRSK: Proprietary Insurance Data Will Support Future AI Disruption Reassessment

Analysts have trimmed the fair value estimate for Verisk Analytics by about $8 to $221.53, reflecting a blend of reduced margin and P/E assumptions, along with ongoing debate around AI disruption and growth headwinds, even as some recent price target changes cited confidence in the strength of its proprietary data and core insurance workflows. Analyst Commentary Recent Street research on Verisk Analytics highlights a wide range of views on growth durability, AI risk, and valuation, even as most firms maintain constructive ratings on the stock.
Mise à jour du récit • Apr 09

VRSK: Proprietary Insurance Data And Margins Will Support Future AI Reassessment

Verisk Analytics' updated fair value estimate edges to $229.53, reflecting analysts' mixed price target revisions between roughly $205 and $260 as they balance recent organic growth, margin trends, AI disruption concerns, and confidence in the company's proprietary insurance data assets. Analyst Commentary Recent research updates reflect a split view on Verisk Analytics, with some firms lifting targets and ratings while others trim expectations and remain more cautious.
Mise à jour du récit • Mar 26

VRSK: Proprietary Insurance Data And Margins Will Drive Future Reassessment

Narrative Update on Verisk Analytics The updated analyst price framework points to a fair value of about $230 per share, reflecting small tweaks to discount rate, growth, and margin assumptions. Street analysts cite proprietary insurance data, resilient margins, and ongoing debate around AI disruption and near term growth headwinds as key drivers of their revised targets.
Mise à jour du récit • Mar 12

VRSK: Proprietary Insurance Data And AI Partnerships Will Drive Future Reassessment

The analyst price target for Verisk Analytics has been raised from $221.12 to $230.06, with analysts pointing to reaffirmed medium term targets, resilient proprietary data assets in a regulated insurance market, and the ongoing debate around AI disruption as key drivers behind the updated view. Analyst Commentary Recent research paints a mixed picture around Verisk Analytics, with targets moving both higher and lower as analysts weigh resilient fundamentals against execution risks and questions around AI disruption.
Mise à jour du récit • Feb 25

VRSK: AI Risk Partnerships And Buybacks Will Drive Future Reassessment

Analysts have trimmed their price targets on Verisk Analytics, aligning our fair value estimate down from $248.50 to about $221 as they factor in slightly softer revenue growth assumptions, modestly lower profit margins, and reduced future P/E expectations following recent Q4 results and a more cautious near term outlook. Analyst Commentary Street research has converged around lower price targets for Verisk Analytics, with most recent updates landing in a relatively tight band around the low US$200s.
Mise à jour du récit • Feb 11

VRSK: Expanded Risk Partnerships Will Support Mixed Rating Reassessment

Analysts have nudged their price target on Verisk Analytics slightly lower to $248.50 from $249.25. This reflects updated views on its growth profile, profitability outlook, and P/E assumptions following recent mixed research that included both an upgrade and a downgrade.
Mise à jour du récit • Jan 27

VRSK: Upcoming Guidance And Investor Day Will Clarify Mixed Ratings Concerns

Narrative Update The analyst price target embedded in our fair value estimate for Verisk Analytics has moved slightly higher from about $248.56 to $249.25, as analysts weigh mixed rating changes against updated assumptions on growth, margins, and future P/E expectations. Analyst Commentary Recent research on Verisk Analytics reflects a mixed but fairly balanced view, with one firm turning more cautious and another staying constructive while trimming expectations.
Mise à jour du récit • Jan 11

VRSK: Guidance And AI Investment Will Balance Mixed Ratings And Execution Risks

Analysts have trimmed their fair value estimate for Verisk Analytics to about $248.56 from roughly $250.12, citing mixed recent ratings changes, a slightly higher discount rate, modestly softer revenue growth assumptions, and a marginally higher profit margin and P/E outlook that together leave the risk or reward profile more balanced. Analyst Commentary Bullish Takeaways Bullish analysts see the recent upgrade to an overweight stance as a sign that, even with a reduced US$275 price target from US$310, the shares still offer room for further execution on growth before valuation looks stretched to them.
Mise à jour du récit • Dec 25

VRSK: Upcoming Guidance And AI Spend Will Drive Renewed Bullish Repricing

Analysts have modestly reduced Verisk Analytics' fair value estimate by about $1 to roughly $250 per share. This reflects a more cautious blend of recent target cuts and rating downgrades that highlight valuation concerns, acquisition related leverage, and near term growth headwinds, despite still solid long term fundamentals.
Mise à jour du récit • Dec 11

VRSK: Upcoming Guidance And AI Spend Will Drive Renewed Bullish Repricing

Analysts have modestly trimmed their blended price target on Verisk Analytics, reflecting a balancing of concerns over near term dilution, leverage and slowing organic growth against confidence that recent headwinds are temporary and aligned with a mid single digit to high single digit growth trajectory. Analyst Commentary Recent Street research reveals a divided view on Verisk Analytics, with some analysts highlighting resilient long term growth drivers while others focus on valuation risk and execution headwinds following the latest quarterly results and the AccuLynx acquisition.
Mise à jour du récit • Nov 27

VRSK: Defensive Tailwinds And AI Adoption Will Drive Renewed Upside Momentum

The average analyst price target for Verisk Analytics was revised downward. The new consensus reflects a modest decrease of $35 per share, as analysts cite ongoing concerns about slowing organic growth and near-term risks, despite longer-term industry strengths.
Mise à jour du récit • Nov 13

VRSK: Defensive Catalysts And Recurring Revenue Will Drive Positive Momentum Ahead

Analysts have lowered their fair value estimate for Verisk Analytics from $290.53 to $251.29 per share, citing tempered growth expectations and near-term risks. They also note ongoing debates over industry disruption and the company's long-term prospects.
Mise à jour du récit • Oct 30

VRSK: Upcoming Guidance And Investor Day Will Unlock Upside Momentum

The analyst price target for Verisk Analytics has been lowered by approximately $9 to $290.53. Analysts are weighing mixed opinions on growth prospects, margin trends, and valuation following recent research updates.
Mise à jour du récit • Oct 15

New Platforms And Sales Models Will Open Future Markets

Analysts have lowered their price target for Verisk Analytics by approximately $7 to $299.82. They cite a modestly higher discount rate and a slightly slower revenue growth outlook, while also recognizing the company's resilient margins and recurring revenue strengths.
Article d’analyse • Aug 22

Is Verisk Analytics, Inc. (NASDAQ:VRSK) Worth US$272 Based On Its Intrinsic Value?

Key Insights Verisk Analytics' estimated fair value is US$221 based on 2 Stage Free Cash Flow to Equity Verisk...
Seeking Alpha • Mar 27

Verisk Analytics: Solid Growth Outlook Convinced Me To Upgrade To A Buy

Summary Upgraded Verisk Analytics to a buy rating due to strong subscription revenue growth and visible growth levers, particularly through product innovation and value-based pricing. VRSK's subscription revenue growth accelerated to 11% y/y, driven by new product uptake and bundling, with potential for further acceleration in FY25. The shift to a value-based pricing model enhances pricing power and reduces revenue growth volatility, supporting a premium valuation despite a high forward PE. Effective go-to-market restructuring has improved client engagement, leading to stronger renewals, upselling opportunities, and better sales outcomes, particularly with large clients. Read the full article on Seeking Alpha
Seeking Alpha • Jan 23

Institutional Investors Like Verisk Analytics, Here's Why

Summary Verisk Analytics is poised for double-digit earnings growth, supported by strong institutional investor confidence and a robust subscription-based business model. The company boasts a high net income margin and competitive advantages in the P&C insurance industry, outperforming peers like Wolters Kluwer and Equifax. Despite potential risks from natural disasters affecting P&C clients, Verisk's profitability and strategic client relationships make it a Buy with a $300 price target. Verisk's consistent dividend growth and focus on margin expansion further enhance its appeal as a profitable growth stock with promising capital gains. Read the full article on Seeking Alpha
Seeking Alpha • Nov 05

Verisk Analytics: Positive On Near-Term Growth, But Valuation Is Not Cheap

Summary I recommend a hold rating for Verisk Analytics due to its premium valuation compared to peers with similar earnings growth outlooks. VRSK shows strong near-term growth potential, driven by subscription revenue, favorable industry trends, and recent hurricane events. Despite positive growth catalysts, VRSK's current valuation at 38x forward PE is not justified; I expect it to trade down to 35x forward PE. Read the full article on Seeking Alpha

Ventilation des recettes et des dépenses

Comment Verisk Analytics gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.

Historique des gains et des recettes

NasdaqGS:VRSK Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Mar 263,1029104440
31 Dec 253,0739084430
30 Sep 253,0309154150
30 Jun 252,9879094220
31 Mar 252,9319644170
31 Dec 242,8829514010
30 Sep 242,8239303980
30 Jun 242,7768983960
31 Mar 242,7347944040
31 Dec 232,6817693890
30 Sep 232,6358023780
30 Jun 232,5677803630
31 Mar 232,5057493510
31 Dec 222,4971,0423800
30 Sep 222,0969092650
30 Jun 222,2459452830
31 Mar 222,3809252980
31 Dec 212,4636073100
30 Sep 212,9467014540
30 Jun 212,8906854360
31 Mar 212,8217104190
31 Dec 202,2696543060
30 Sep 202,7486694280
30 Jun 202,6985164590
31 Mar 202,6724874760
31 Dec 192,6074504760
30 Sep 192,5444644500
30 Jun 192,4905974170
31 Mar 192,4396003980
31 Dec 182,3955993770
30 Sep 182,3526573660
30 Jun 182,3026123480
31 Mar 182,2245793330
31 Dec 172,1455553160
30 Sep 172,0814583060
30 Jun 172,0304653050
31 Mar 172,0054513040
31 Dec 161,9954523000
30 Sep 161,9674522980
30 Jun 161,9394492920
31 Mar 161,8695012720
31 Dec 151,7614882510
30 Sep 151,7484792330
30 Jun 151,7264542180

Des revenus de qualité: VRSK a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de VRSK sont inférieures à celles de l'année dernière VRSK. (29.3%) sont inférieures à celles de l'année dernière (32.9%).

Analyse des flux de trésorerie disponibles par rapport aux bénéfices

Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de VRSK ont augmenté de 4.8% par an au cours des 5 dernières années.

Accélération de la croissance: VRSK a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.

Bénéfices par rapport au secteur d'activité: VRSK a enregistré une croissance négative de ses bénéfices ( -5.6% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Professional Services ( 8.7% ).

Rendement des fonds propres

ROE élevé: Le passif VRSK dépasse son actif, il est donc difficile de calculer son rendement des capitaux propres.

Rendement des actifs

Rendement des capitaux employés

Découvrir des entreprises performantes dans le passé

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1Y

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/26 12:49
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Verisk Analytics, Inc. est couverte par 31 analystes. 17 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
null nullArgus Research Company
Jeffrey MeulerBaird
Manav PatnaikBarclays