Verisk Earnings Preview

Verisk Analytics VRSK will report fourth-quarter and full-year results in a few weeks, and we expect the company to be on track to meet our growth and profitability expectations. Given its mature subscription-based business model, we expect to see another steady performance from the company's risk-assessment business, which accounts for about 40% of total revenue. This segment has historically grown in the mid-single digits, and we don't expect the trend to change anytime soon. The decision analytics segment, which makes up the rest of Verisk's business, holds the key to the company's future growth prospects. Verisk has relied on acquisitions in the past to expand its reach in this space, and we believe acquisitions will continue to play a major role in the future. Excluding acquisitions-related growth, we expect decision analytics revenue to grow in the low-double to high-single digits in the future.