Verisk Analytics (VRSK)
NASDAQIndustrialsSoftware - ServicesSnapshot 2026-11-04
$211.47+6.88%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsSoftware - ServicesSnapshot 2026-11-04
QuarterlyIQ Insights · VRSK
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-04.
The screen ranks VRSK against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 61% for the rest of the cohort, n=9285).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Sustain revenue growth and operational performance while management pursues its stated long-term growth targets.
We continue to invest in our proprietary datasets, and deploy advanced AI technologies across these unmatched data assets, in order to deliver innovative and distinctive insights that deepen client v…
Stated in 3 of 8 supplied quarters. Management reported: “We continue to invest in our proprietary datasets, and deploy advanced AI technologies across these unmatched data assets, in order to deliver innovative and distinctive insights that deepen client value and support future growth.” “Our proprietary datasets and distinctive insights are competitive advantages that enable us to introduce new and effective AI solutions into core insurance workflows and decision making.”
These investments, combined with our operational discipline, position us well to deliver sustainable long-term value for clients and shareholders."
Stated in 2 of 8 supplied quarters. Management reported: “Through ongoing cost discipline, we delivered strong operating leverage, translating to 8.8% OCC adjusted EBITDA growth and 40% free cash flow growth demonstrating the strong cash flow generation potential of our business model.” “These investments, combined with our operational discipline, position us well to deliver sustainable long-term value for clients and shareholders."” Operating income was $363.700 million in 2026-Q2.
Our strong cash flow generation enables us to invest at scale in advanced technologies, including AI, while also returning significant capital to shareholders through repurchases and dividends.
Stated in 3 of 8 supplied quarters. Management reported: “Our strong cash flow generation enables us to invest at scale in advanced technologies, including AI, while also returning significant capital to shareholders through repurchases and dividends.” “We returned over $250 million to shareholders through dividends and repurchases while continuing to invest in our business, demonstrating confidence in our resilient business model and the strength of our balance sheet.”
On July 29, 2025, we entered into a definitive agreement to acquire AccuLynx for $2.35 billion in cash to augment our network capabilities across the insurance claims and restoration ecosystem.
Stated in 1 of 8 supplied quarters. Management reported: “On July 29, 2025, we entered into a definitive agreement to acquire AccuLynx for $2.35 billion in cash to augment our network capabilities across the insurance claims and restoration ecosystem.” “And now with our acquisition of SuranceBay and pending acquisition of AccuLynx, we will leverage our strengths to extend and expand the capabilities of these successful businesses to enhance value for the industry and Verisk."”
Over the trailing year it converted 1.70x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 59% of the time over the next year (vs 55% for the rest of the cohort, n=5006).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
10 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-04.
“We continue to invest in our proprietary datasets, and deploy advanced AI technologies across these unmatched data assets, in order to deliver innovative and distinctive insights that deepen client v…”
“Our proprietary datasets and distinctive insights are competitive advantages that enable us to introduce new and effective AI solutions into core insurance workflows and decision making.”
“We continue to build on our role as a key strategic partner for the industry, investing in invention and innovation that moves the industry forward and creates long term value for clients and shareho…”
“These investments, combined with our operational discipline, position us well to deliver sustainable long-term value for clients and shareholders."”
“Through ongoing cost discipline, we delivered strong operating leverage, translating to 8.8% OCC adjusted EBITDA growth and 40% free cash flow growth demonstrating the strong cash flow generation pot…”
“Our strong cash flow generation enables us to invest at scale in advanced technologies, including AI, while also returning significant capital to shareholders through repurchases and dividends.”
“We returned over $250 million to shareholders through dividends and repurchases while continuing to invest in our business, demonstrating confidence in our resilient business model and the strength o…”
“We continue to invest our capital behind our highest return on investment opportunities while returning cash to shareholders.”
“On July 29, 2025, we entered into a definitive agreement to acquire AccuLynx for $2.35 billion in cash to augment our network capabilities across the insurance claims and restoration ecosystem.”