Verisk Analytics Inc

VRSK: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$434.00	Nhgr	Yzqmtgzsr

Verisk Earnings: Revenue Miss on Subscription Transition, but Profitability Surprises to Upside

Emma Williams

Aug 1, 2024

Following second-quarter results, we maintain our $225 fair value estimate for wide-moat Verisk Analytics, which marginally missed our top-line forecasts but surpassed our profitability expectations. Following the result, we tweak our near-term forecasts, which remain in line with unchanged guidance. Verisk shares corrected a sharp 8% post result toward our unchanged valuation, approaching 3-star territory.

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