VRSKVerisk Analytics, Inc.
Services-Computer Processing & Data Preparation
- Revenue
- $3.1B
- 6.6% YoY
- Operating margin
- 43.7%
- 0.5% YoY
- EBITDA
- $1.6B
- 7.8% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 2.5×
- $4.0B net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear158% of net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear61% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired41% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $2.5B | $2.5B | $2.7B | $2.9B | $3.1B | 6.6% |
| Operating income | $911M | $1.4B | $1.1B | $1.3B | $1.3B | 7.2% |
| Net income | $666M | $954M | $615M | $958M | $908M | 5.2% |
| Operating cash flow | $1.2B | $1.1B | $1.1B | $1.1B | $1.4B | 26% |
| Capex | $268M | $275M | $230M | $224M | $244M | 9.0% |
| Stock-based comp | $56M | $57M | $54M | $48M | $54M | 13% |
| Buybacks | $475M | $1.7B | $2.8B | $1.0B | $624M | 38% |
| Dividends | $188M | $195M | $197M | $221M | $251M | 13% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $751K · 3
- Net
- −$751K
Pay vs performance
No pay-versus-performance disclosure yet.