VRSK - Verisk Analytics

[giofranchi]

Here you can find the link to a recent article about VRSK:

http://seekingalpha.com/article/3691096-verisk-is-too-appealing-to-ignore-take-advantage-of-a-post-earnings-sell-mentality

 

In attachment you can find its latest presentation.

 

Despite the recent pullback, it is trading at a multiple of 25x EPS. And it is highly levered with a Debt/EBITDA of 3.4 and an unlevered FCF which is 53% of EBITDA.

Most would want to wait for a lower price...

 

Certainly, though, it is a very good business (the need for managing risk in a cost effective and reliable way is not going away anytime soon) which has grown sales at a CAGR of 12.5% since 2004, both organically and through acquisitions.

 

If anyone has been following the company for some time, I would like to hear a knowledgeable perspective on this business.

 

Cheers,

 

Gio

Verisk_BlairGrowthStock2015.pdf

[Scudbucket]

From what I understand they're indispensable to insurance companies.  Their database of stats goes too far and too deep for anyone to replicate.  Because of this, even if insurance companies get hit, this isn't a cost they can cut because it's so integral.  All good signs to me.