The company's highest-margin, most defensible business is the Insurance segment—Underwriting and Claims. Verisk offers durable, high-margin, subscription-based analytics with strong earnings visibility and cash-flow conversion, with ~84% of revenue from enterprise subscriptions featuring built-in escalators. The company's strategy continues to focus on evolving from an industry utility to a data analytics specialist and integrated technology network within the global insurance industry.
Cyborg Score Rationale
Verisk offers durable, high-margin, subscription-based analytics with strong earnings visibility and cash-flow conversion, underpinned by insurance-embedded workflows. The company demonstrated robust Q1 2025 performance with 7.9% organic revenue growth, though it faces challenges with slowing growth and a failed acquisition, leading to cautious investor sentiment.
Top Insights
Verisk Synergy Studio is a reimagined, cloud-native catastrophe modeling software platform launching in 2026, promising flexibility, speed, stability, and lower cost of ownership.
The Core Lines Reimagine initiative modernized core products with GenAI-powered natural language interfaces, and AI is integrated across business lines from document summarization to risk modeling.
The Regulatory Data Exchange (RDX) platform, launched in April, streamlines data sharing between regulators and carriers, promoting consistency and efficiency.
Full-year 2025 consolidated revenue is expected in the range of $3.09-$3.13 billion, with adjusted EBITDA increased to $1.7-$1.74 billion.
Named Competitors
LexisNexis Risk Solutions — Risk assessment tools for insurance and financial services
Risk Analytics — Risk modeling and financial analytics
Analytics Platform — Risk modeling and financial analytics
Recent Developments
(February 2026) Scheduled to announce fiscal Q4 2025 and full-year 2025 results on February 18, 2026
(February 2026) Estimated insured losses for Winter Storm Fern at approximately $4 billion