Verisk Analytics, Inc. · NASDAQ:VRSK
Verisk Analytics — William Blair Growth Stock Conference 2026
24 slides from Verisk Analytics's conference presentation, June 2026
Slide 1: Verisk Analytics
Verisk Analytics William Blair Growth Stock Conference June 2026 verisk.com © Verisk Analytics, Inc. All rights reserved.
Slide 2: Forward-Looking Statements, Safe Harbor, and Non-GAAP Financial Measures
Forward-Looking Statements, Safe Harbor, and Non-GAAP Financial Measures Forward-Looking Statements This release contains forward-looking statements about Verisk’s future performance, including those related to our financial guidance. These statements relate to future events or to future financial p
Slide 3: Agenda
Agenda 1 A Durable and Compounding Core 2 Growing Market, Stronger Differentiation 3 Financial Model 3 © Verisk Analytics, Inc. All rights reserved.
Slide 4: A Durable and Compounding Core
1 A Durable and Compounding Core 4 © Verisk Analytics, Inc. All rights reserved.
Slide 5: Verisk at a Glance: A Powerful Business Model
Verisk at a Glance: A Powerful Business Model Focus 2025 Revenue by Geography 100% +$3.1B Insurance 2025 Revenue Domestic 82% 18% International 83% Recurring revenue 2025 Revenue By Segment Clients include top 100 P&C 95%+ Underwriting Solutions 71% 29% Claims Solutions Insurers in the US Client Ret
Slide 6: Verisk is at the Center of the Insurance Industry…
Verisk is at the Center of the Insurance Industry… Auto Catastrophe Property Risk Life & Underwriting Annuity Forms, Rules, & Loss Costs Excess & Specialty Surplus Insurance Casualty Fraud Detection Property Repair Estimating 6 © Verisk Analytics, Inc. All rights reserved.
Slide 7: Providing the Connective Data that Drives Outcomes
Providing the Connective Data that Drives Outcomes Auto ProMetrix RISK:check Catastrophe Property Location & Fireline A-Plus Auto Synergy Studio Risk LightSpeed Touchstone 360Value ILS Securitization A-PLUS Property PCS Life & LightSpeed Forms, Rules Underwriting FAST and Loss Costs Annuity SuranceB
Slide 8: Unique Data Advantage Underpins Over 90% of Verisk Revenue
Unique Data Advantage Underpins Over 90% of Verisk Revenue Contributory Data ~40% Unique to Verisk, normalized, enriched Services ~5% and activated for decision-making installation and hosting of Verisk solutions Software ~10% and workflow solutions powered by unique and proprietary data >+90% reven
Slide 9: Verisk Today: Resilient, Predictable and Compounding
Verisk Today: Resilient, Predictable and Compounding Total Revenue Growth 8.9% 5 Year CAGR 8.5% 5 Year CAGR 7.9% 5 Year CAGR 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Annual OCC% Revenue Growth; Average = 7.0% 8.3% 8.7% 7.8% 7.9% 6.7% 6.8% 6.9% 6.5% 7.2% 7.
Slide 10: Growing Market, Stronger Differentiation
2 Growing Market, Stronger Differentiation 10 © Verisk Analytics, Inc. All rights reserved.
Slide 11: U.S. P&C Insurance: A Growing and Durable End Market
U.S. P&C Insurance: A Growing and Durable End Market U.S. Net Written Premiums ~5% +5% CAGR Annually $935 B 4.3% CAGR $456 B Covid-19 Global Financial Crisis 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025E 2026E 2027E 2028E Source: NAIC, Swiss Re and m
Slide 12: Market Forces Driving Demand for More Data and Analytics
Market Forces Driving Demand for More Data and Analytics Carrier Trends Market Dynamics Macro Trends • Workflow automation • Growth in Intermediaries • Affordability • AI Enablement • Migration to Excess & • Climate and Resilience Surplus market • Focus on Policyholder • Social inflation experience
Slide 13: With Multiple Advantages
With Multiple Advantages Four structural differentiators that underpin Verisk’s position… 1. Mission 2. Valued Critical & Industry Innovation Centrality Partner 3. Clear AI 4. Unique Value Strategy Proposition 13 © Verisk Analytics, Inc. All rights reserved.
Slide 14: Mission Critical, Trusted Source for Major Insurers
DIFFERENTIATOR #1 Mission Critical, Trusted Source for Major Insurers Trusted by 100% of Backbone of Integrated in Unmatched Data Decades-Long Top 100 U.S. Claims Intelligence Regulation Breadth & Quality Relationships Insurers ~95% of U.S. ~2,000 filings 39B+ records and Trusted partner Across P&C
Slide 15: A Valued Innovation Partner for the Insurance Industry
DIFFERENTIATOR #2 A Valued Innovation Partner for the Insurance Industry Benefits for Insurance Industry Regulators/ InsurTech/ – Examples – Gov’t Partners Underwriting • 80% faster quotes, 3-4% pricing uplift Carriers/ INNOVATION Reinsurers Claims Insurers R&D Hub Capabilities • Accurate estimates,
Slide 16: Clear and Comprehensive AI Strategy for Growth
DIFFERENTIATOR #3 Clear and Comprehensive AI Strategy for Growth AI-Enabled Organization and Culture Adapt to and Partner on Deploy Internally Enhance Existing Products Client Use Cases • Data Aggregation & Cleansing • 60 AI products in production and • Anthropic Partnership development • Advanced A
Slide 17: Unique Value Proposition: Delivering Mission-Critical Insights
DIFFERENTIATOR #4 Unique Value Proposition: Delivering Mission-Critical Insights 2015 2024 VRSK Revenue as % of 0.25% 0.31% US NWP VRSK Revenue as a % of Industry 0.27% 0.37% Expenditures Source: NAIC and management estimates 17 © Verisk Analytics, Inc. All rights reserved.
Slide 18: Financial Model
3 Financial Model 18 © Verisk Analytics, Inc. All rights reserved.
Slide 19: Financial Model Delivers Durable Returns
Financial Model Delivers Durable Returns OCC Revenue Margin EBITDA EPS Strong Balance Disciplined Growth Expansion Growth Growth Sheet Capital Returns 19 © Verisk Analytics, Inc. All rights reserved.
Slide 20: The Next 3 Years: Growth Algorithm (2026–2028)
The Next 3 Years: Growth Algorithm (2026–2028) 100-200 bps 100-200 bps 100-150 bps 6-8% Growth 150-200 bps New Attrition 350-450 bps New Clients Initiatives Upsell / Cross-Sell $3.1B Pricing 2025 2028 20 © Verisk Analytics, Inc. All rights reserved.
Slide 21: Structural Margin Expansion Driven By Operating Leverage and Cost Discipline
Structural Margin Expansion Driven By Operating Leverage and Cost Discipline, Despite Portfolio Mix Headwinds 25-75 Operating Efficiency Portfolio bps Leverage Gains Impacts Annually 56.2% 52.0% • Advanced • Mix shift from faster • Subscription technologies growing, lower revenues drive high margin
Slide 22: Clear and Consistent Capital Allocation Priorities
Clear and Consistent Capital Allocation Priorities 1 2 3 Strong Balance Organic Selective Sheet & Capital Investment M&A Return 22 © Verisk Analytics, Inc. All rights reserved.
Slide 23: Cash Generation Supports a Strong and Disciplined Balance Sheet
Cash Generation Supports a Strong and Disciplined Balance Sheet Sources of Cash Balance Sheet Outcomes Incremental Source Balance Sheet Core FCF Generation Strong Credit Profile of Cash Discipline Business Working Investment– 2-3x Debt to Model: Capital Grade Credit EBITDA $1B+ in Efficiency Rating
Slide 24: Long-Term Financial Targets
Long-Term Financial Targets Annual OCC Revenue OCC Adj EBITDA Adj EBITDA Adj EPS Capital Growth Growth Margin Expansion Growth Return 6-8% 7-10% 25-75bps LDD% >75% of FCF 24 © Verisk Analytics, Inc. All rights reserved.
Verisk Analytics — William Blair Growth Stock Conference 2026 on 6ix