WallStSmart
VRSK

Verisk Analytics Inc

NASDAQ: VRSK · INDUSTRIALS · CONSULTING SERVICES

$188.19
+6.53% today

Updated 2026-04-29

Market cap
$23.14B
P/E ratio
27.26
P/S ratio
7.53x
EPS (TTM)
$6.48
Dividend yield
1.03%
52W range
$162 – $320
Volume
2.1M

Verisk Analytics Inc (VRSK) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$188.19
Consensus
$260.86
+38.62%
2030 Target
$370.16
+96.69%
DCF
$168.15
-3.34% MoS
14 analysts:
6 Buy4 Hold2 Sell

Management guidance

At Verisk's 2026 Investor Day (March 2026), management reiterated growth targets for its next phase of compounding growth. The company projects steady mid-to-high single-digit revenue growth driven by subscription-based recurring revenue model, AI-powered analytics expansion, and strategic acquisitions (AccuLinx, AssuranceBay, Simplitium). Management expects continued momentum in insurance-linked services with focus on go-to-market strategy expansion.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$610.76
$4.3B Rev × 20x P/S
Base case (2030)
$370.16
$4.3B Rev × 12x P/S
Bear case (2030)
$240.60
$4.3B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2029 (E)2030 (E)
Revenue$2.7B$2.9B$3.1B$3.3B$3.5B$4.0B$4.3B
Revenue growth7.5%6.6%6.8%6.7%6.8%7.0%
EPS$5.72$6.65$7.15$7.75$8.75$10.75$11.95
P/S ratio12.0x12.0x12.0x12.0x
Implied price$277.62$296.13$351.65$370.16

Catalysts & risks

Growth catalysts
+ AI-driven analytics platform expansion across insurance underwriting and claims solutions
+ Strategic M&A integration (AccuLinx, AssuranceBay, Simplitium) driving cross-sell and margin improvement
+ $1.5B accelerated share repurchase signaling management confidence in valuation and supporting EPS growth
+ Recurring subscription revenue model (~60%+ of revenue) providing revenue stability and visibility
+ Expansion in Life Solutions division with new President Raja Sengupta leading AI product development
+ Recovery in insurance underwriting income post-2025 catastrophe losses supporting customer spending
Key risks
- Rising operating expenses and personnel costs offsetting revenue growth and pressuring margins
- High debt levels (Debt/Equity 15.86x, LT Debt/Eq 10.89x) from past acquisitions limiting financial flexibility
- Potential AI disruption in regulated insurance industry reducing demand for legacy analytics services
- Economic slowdown leading to reduced insurance customer spending and capex pullback
- Cybersecurity and data breach risks given extensive data management operations
- Analyst sentiment split with 4 Hold ratings and 2 Sell ratings indicating valuation and execution concerns
- Stock down 35% YoY and trading at P/E 28.5x, above peer average, limiting upside from multiple expansion

Methodology

Verisk Analytics Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 14 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.