Verisk Analytics Inc
VRSK: XNAS (USA)
Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
---|---|---|---|
$277.00 | Yfcm | Pmgnmhcktx |
Verisk Earnings: Revenue Miss on Subscription Transition, but Profitability Surprises to Upside
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.