Verisk Analytics, Inc.

Report azionario NasdaqGS:VRSK

Capitalizzazione di mercato: US$20.5b

Verisk Analytics Crescita futura

Criteri Future verificati 1/6

Si prevede che Verisk Analytics aumenterà gli utili e i ricavi rispettivamente del 9.8% e 6.1% all'anno, mentre si prevede che l'EPS crescerà del 12.2% all'anno.

Informazioni chiave

9.8%

Tasso di crescita degli utili

12.16%

Tasso di crescita dell'EPS

Professional Services crescita degli utili15.4%
Tasso di crescita dei ricavi6.1%
Rendimento futuro del capitale proprion/a
Copertura analitica

Good

Ultimo aggiornamento07 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • 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.
Nuova narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Seeking Alpha • Feb 04

Verisk Analytics: A Durability-Driven Earnings Franchise, Mispriced As A Growth Concern.

Summary Verisk Analytics (VRSK) offers durable, high-margin, subscription-based analytics with strong earnings visibility and cash-flow conversion, underpinned by insurance-embedded workflows. VRSK's valuation trades at a discount to peers despite mid-50% EBITDA margins, ~78%+ FCF conversion, and a revenue base insulated from macro cyclicality. Termination of the AccuLynx deal is expected to be EPS accretive, freeing capital for organic investment and share buybacks while reducing regulatory risk. Blended fair value estimates imply ~17%–30% total return potential by FY27, driven by margin persistence and earnings compounding rather than multiple expansion. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:VRSK - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20283,6601,1941,2611,60310
12/31/20273,4371,0801,1721,48417
12/31/20263,2209721,0711,38417
3/31/20263,1029101,1271,382N/A
12/31/20253,0739081,1921,436N/A
9/30/20253,0309151,1161,348N/A
6/30/20252,9879091,0201,241N/A
3/31/20252,9319649941,217N/A
12/31/20242,8829519201,144N/A
9/30/20242,8239309161,141N/A
6/30/20242,7768988711,095N/A
3/31/20242,7347948441,068N/A
12/31/20232,6817698311,061N/A
9/30/20232,6358028041,057N/A
6/30/20232,5677808231,087N/A
3/31/20232,5057497491,025N/A
12/31/20222,4971,0427841,059N/A
9/30/20222,096909718999N/A
6/30/20222,2459457281,004N/A
3/31/20222,3809258371,107N/A
12/31/20212,4636078871,156N/A
9/30/20212,9467019611,216N/A
6/30/20212,8906858791,138N/A
3/31/20212,8217109011,154N/A
12/31/20202,2696548211,068N/A
9/30/20202,748669757996N/A
6/30/20202,6985167681,002N/A
3/31/20202,672487728953N/A
12/31/20192,607450N/A956N/A
9/30/20192,544464N/A953N/A
6/30/20192,490597N/A967N/A
3/31/20192,439600N/A974N/A
12/31/20182,395599N/A934N/A
9/30/20182,352657N/A912N/A
6/30/20182,302612N/A848N/A
3/31/20182,224579N/A753N/A
12/31/20172,145555N/A744N/A
9/30/20172,081458N/A685N/A
6/30/20172,030465N/A622N/A
3/31/20172,005451N/A592N/A
12/31/20161,995452N/A578N/A
9/30/20161,967452N/A588N/A
6/30/20161,939449N/A653N/A
3/31/20161,869501N/A657N/A
12/31/20151,761488N/A664N/A
9/30/20151,748479N/A631N/A
6/30/20151,726454N/A558N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di VRSK ( 9.8% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di VRSK ( 9.8% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di VRSK cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di VRSK ( 6.1% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di VRSK ( 6.1% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di VRSK è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/15 12:48
Prezzo dell'azione a fine giornata2026/05/15 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Verisk Analytics, Inc. è coperta da 31 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
null nullArgus Research Company
Jeffrey MeulerBaird
Manav PatnaikBarclays