VRSKVerisk Analytics

$177.59-27% 1Y

Is the business good?

Good

A genuinely good business: earnings fully cash-backed (1.3×), margins widening, and elite returns on assets.

3 good, 1 neutral
Fundamental health (F-score)6 / 9SEC EDGAR · Dec 31, 2025

Mixed fundamental signals. Nine pass/fail tests of year-over-year health from the filings.

Profits arrive as cash1.31×derived · Mar 31, 2026

Operating profit is fully backed by cash.

Margin direction, 3 years+1.1 pts

Positive operating leverage, operating profit is growing faster than sales, so margins widen as the business scales.

Where ROE comes from17% ROA

High-quality, exceptional returns on the assets themselves, not leverage. ROE 189% = margin × turnover × leverage.

Unless marked, from derived.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

FCF conversionmiddle of the market
Leverage (Debt/EBITDA)middle of the market

Where this answer is blind. The F-score rewards improvement, so an already-elite company can score mid-pack.

How good a business is VRSK?

Verisk Analytics earns 39% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.

39%

Return on invested capital · cost of capital 9.0% · 30 points above what the capital costs: growth creates value

Operating margin
44%

Operating margin · Consulting Services median 10.0% · 12 months to Q1 2026

Cash conversion
1.31×

Cash conversion · 1.23× a year ago · operating cash flow covers the operating profit after tax

Share count, year on year
−4.1%

Share count, year on year · bought back, each share owns more of the company

Operating margin by fiscal year
YearOperating margin
FY202042%
FY202137%
FY202256%
FY202342%
FY202444%
FY202544%
Details›
Gross margin12 months to Q1 2026
70%
Operating margin12 months to Q1 2026
44%
Net margin12 months to Q1 2026
29%
Free cash flow margin
36%
Revenue, trailing twelve months
$3.10B
Free cash flow, trailing twelve months
$1.13B
Net income, trailing twelve months
$910M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
39%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion is operating cash flow over operating profit after tax.