VRSK News and Press, Verisk Analytics Inc. From 08/02/23

Consolidated revenues were $675.0 million, up 10.1%, and up 9.8% on an organic constant currency (OCC) basis for the second quarter of 2023 reflecting strong growth in underwriting and claims. Income from continuing operations was $204.3 million, up 17....

2023-08-01 12:15:28 ET Verisk  ( NASDAQ: VRSK ) is scheduled to announce Q2 earnings results on Wednesday, August 2nd, before market open. The consensus EPS Estimate is $1.41 (-7.8% Y/Y) and the consensus Revenue Estimate is $654.42M (-12.3% Y/Y). Over the last 2 ...

2023-07-31 18:03:37 ET Summary I hold the view that CCC Intelligent Solutions Holdings Inc. has a reasonably good chance of meeting its long term financial targets, based on an assessment of its revenue model and margin expansion levers. AI's rise could throw up new growth opportu...

2023-07-30 05:12:00 ET Summary Contrary to the expectations of almost all market observers earlier this year, U.S. equities rallied for a second consecutive quarter. Baron Asset Fund rose 3.63% (Institutional Shares) in the quarter, trailing the Russell Midcap Growth Index by 260 ...

2023-07-27 03:59:36 ET Summary MSCI's 2Q23 results were largely in line with expectations, with revenue at $621 million and adjusted EBITDA at $377 million. Despite a decline in ESG new subscription sales, management remains optimistic about their recovery. I maintain a bullis...

2023-07-23 21:22:28 ET Summary Manole Capital Management's mid-year 2023 reflections. This yr has been driven by large-cap tech companies (the "Magnificent Seven"); Alphabet/Google, Amazon, Apple, Facebook/Meta, Microsoft, Nvidia, and Tesla. AI is today's popular buzzword, but...

2023-07-14 12:16:32 ET Summary Wolters Kluwer is a global provider of professional information, software solutions, and services. We expect revenue growth, as its quality business model and wide moat allow the business to exploit industry trends, such as AI. The company curren...

2023-07-09 01:07:29 ET Summary Verisk Analytics is a high quality company, and has been priced as such for a long time now. The strategic decision to focus solely on insurance again was the right move. Despite its quality, the stock is very overvalued, leading to a "hold" rati...

2023-07-08 04:39:24 ET Summary Verisk Analytics has a strong track record of growth and profitability, with revenue growth of 56.48% from 2013 to 2022 and a robust free cash flow performance. Despite a positive outlook and strong client engagement, particularly in the insurance in...

2023-07-07 16:15:46 ET Summary The Return on Capital Employed (ROCE) is a financial ratio used to measure a company's profitability or efficiency in using its capital to generate returns. I tested 4 theories of using ROCE to generate better returns than the Invesco QQQ ETF. Th...