Verisk Analytics (VRSK)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
At a market value of $22.9B, Verisk Analytics's free cash flow of $1.2B (fiscal 2025) would need to grow about 4% a year for the stock to be worth today's price. That is slower than the company has grown its free cash flow over the last 9 years.
Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Verisk Analytics's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.
Fundamental grade
Five factors scored 1 to 9 from VRSK's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Verisk Analytics's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $2.5B | $2.5B | $2.7B | $2.9B | $3.1B |
| Net income | $666M | $954M | $615M | $958M | $908M |
| Free cash flow | $887M | $784M | $831M | $920M | $1.2B |
| EPS (diluted) | $4.08 | $6.00 | $4.17 | $6.71 | $6.48 |
| Operating margin | 37.0% | 56.3% | 42.2% | 43.5% | 43.7% |
Where the revenue comes from
Revenue by segments, fiscal 2022.
Superinvestors who own VRSK
From each investor's latest 13F filing (what a 13F shows). 6 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Ron Baron Baron Capital (BAMCO) |
Added | $844M | 1.3% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | $161M | 0.06% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | $66M | 0.15% | Q2 2026 |
| Tom Gayner Markel Group Inc. |
Held | $28M | 0.21% | Q2 2026 |
| Donald Yacktman Yacktman Asset Management |
Added | $4M | 0.05% | Q2 2026 |
| Murray Stahl Horizon Kinetics LLC |
Held | $1M | 0.01% | Q2 2026 |
Insider buying
Open-market purchases by Verisk Analytics's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Mar 23, 2026 | Ro Khanna |
0 | $199.85 | — |
| Mar 23, 2026 | Ro Khanna |
0 | $199.85 | — |
| Feb 20, 2026 | Christopher John Perry |
1,000 | $180.00 | $180,000 |
| Feb 10, 2026 | Gilbert Ray Cisneros, Jr. |
0 | $169.46 | — |
| Feb 10, 2026 | Gilbert Ray Cisneros, Jr. |
0 | $169.46 | — |
| Jan 29, 2026 | Ro Khanna |
0 | $216.59 | — |
| Jan 29, 2026 | Ro Khanna |
0 | $216.59 | — |
| Jan 13, 2026 | Ro Khanna |
0 | $222.09 | — |
| Jan 13, 2026 | Ro Khanna |
0 | $222.09 | — |
| Nov 18, 2025 | Gilbert Ray Cisneros, Jr. |
0 | $222.96 | — |
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In the full deep dive
Questions
What growth does Verisk Analytics's stock price imply?
At a market value of $22.9B, Verisk Analytics would need its free cash flow to grow about 4% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 9 years its free cash flow grew 12% a year.
Are Verisk Analytics insiders buying the stock?
10 open-market insider purchases of VRSK in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Verisk Analytics?
6 of the superinvestors Investingly tracks hold VRSK in their latest 13F, including Ron Baron, Cliff Asness, Joel Greenblatt.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.