Is Verisk Analytics (VRSK) a Profitable Investment?

2 months ago 12

Soumya Eswaran

Mon, Apr 7, 2025, 5:30 AM 3 min read

TimesSquare Capital Management, an equity concern absorption company, released its “U.S. Focus Growth Strategy” fourth-quarter 2024 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 4th quarter, the strategy returned -1.35% (gross) and -1.56% (net) compared to 8.14% for the Russell Midcap Growth Index. In the 4th quarter, the U.S. tiny to mid-cap maturation equities with the top valuation (P/E), lowest prime (return connected equity), oregon highest hazard (beta oregon volatility) provided the strongest gains. In this environment, the portfolio's fourth-quarter show fell abbreviated of the Russell Midcap® Growth Index, resulting successful mediocre show for the year. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2024.

In its 4th fourth 2024 capitalist letter, TimesSquare Capital Management U.S. Focus Growth Strategy emphasized stocks specified arsenic Verisk Analytics, Inc. (NASDAQ:VRSK). Verisk Analytics, Inc. (NASDAQ:VRSK) offers information analytics solutions to the security markets. The one-month instrumentality of Verisk Analytics, Inc. (NASDAQ:VRSK) was -4.37%, and its shares gained 25.89% of their worth implicit the past 52 weeks. On April 4, 2025, Verisk Analytics, Inc. (NASDAQ:VRSK) banal closed astatine $284.99 per stock with a marketplace capitalization of $39.977 billion.

TimesSquare Capital Management U.S. Focus Growth Strategy stated the pursuing regarding Verisk Analytics, Inc. (NASDAQ:VRSK) successful its Q4 2024 capitalist letter:

"Verisk Analytics, Inc. (NASDAQ:VRSK) provides information analytics and exertion services to the security market. These see predictive and determination enactment solutions. Their 3rd 4th surpassed projections for revenue, profits, and earnings. Notable areas of gross maturation were successful Underwriting and Claims. This institution continues to marque headway connected its customer-centric attack to caller merchandise development. Some examples see its Future Reforms merchandise a information visualization instrumentality for managing large argumentation updates) and an expanded Executive Insights study (adding commercialized car sum to existent idiosyncratic car and wide liability security successful the archetypal fractional of 2025). We added to the presumption implicit the quarter, which gained lone 3%."

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Verisk Analytics, Inc. (NASDAQ:VRSK) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 40 hedge money portfolios held Verisk Analytics, Inc. (NASDAQ:VRSK) astatine the extremity of the 4th fourth which was 42 successful the erstwhile quarter. In the 4th quarter, Verisk Analytics, Inc. (NASDAQ:VRSK) generated $736 cardinal successful revenues, representing an summation of 8.6% from Q4 2023. While we admit the imaginable of Verisk Analytics, Inc. (NASDAQ:VRSK) arsenic an investment, our condemnation lies successful the content that AI stocks clasp greater committedness for delivering higher returns, and doing truthful wrong a shorter timeframe. If you are looking for an AI banal that is arsenic promising arsenic NVIDIA but that trades astatine little than 5 times its earnings, cheque retired our study astir the cheapest AI stock.