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-0.00142135186355027 -0.000710675931775063 -0.00342177300484315 -0.00663297536323432 0.00178985049484104 0.00700147399452508 0.00989682038323855 0.0127132027795325
Stock impact report

Verisk Analytics: A Durability-Driven Earnings Franchise, Mispriced As A Growth Concern. [Seeking Alpha]

Verisk Analytics, Inc. (VRSK) 
Last verisk analytics, inc. earnings: 2/18 04:30 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.verisk.com/overview/default.aspx
Company Research Source: Seeking Alpha
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. JHVEPhoto/iStock Editorial via Getty Images Investment Thesis: Verisk Analytics ( VRSK ) can best be described as a "durability" story i.e., a story about how well the company's profit stream will endure over time, versus a "growth cycle" story, i.e., a story about how quickly the company's profit This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. Show less Read more
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