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    Verisk–KYND Cyber Data Tie-Up Might Change The Case For Investing In Verisk Analytics (VRSK)

    Simply Wall St·12/14/2025 19:19:04
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    • In December 2025, Verisk announced an expanded collaboration with KYND that embeds KYND’s cyber risk intelligence into Verisk’s Rulebook platform, giving insurers and brokers integrated tools for pricing, underwriting and distribution decisions across major lines of business.
    • This move directly addresses rising cyber vulnerabilities highlighted by KYND’s research on large UK retailers, underscoring how demand for richer cyber risk data is becoming central to insurance risk selection and portfolio management.
    • We’ll now explore how embedding KYND’s cyber insights into Rulebook could influence Verisk’s long-term growth narrative and product differentiation.

    Find companies with promising cash flow potential yet trading below their fair value.

    Verisk Analytics Investment Narrative Recap

    To own Verisk, you need to believe insurers will keep paying for high quality data and analytics that support pricing, underwriting and claims decisions. The KYND integration strengthens Verisk’s cyber offering, but does not materially change the near term catalyst, which remains how quickly insurance clients spend on analytics after a softer revenue patch tied to fewer severe weather events. The key risk is that a cautious insurance industry delays or reduces spending on Verisk’s services.

    The recent collaboration that best connects with this theme is Verisk’s integration of Carpe Data’s injury claim insights into the ClaimSearch platform. Together with KYND’s cyber intelligence, it illustrates how Verisk is deepening its role inside insurers’ day to day workflows, which could help offset some revenue volatility from transaction based exposure to catastrophe activity if customers continue to adopt these embedded tools.

    Yet investors should also weigh how insurer spending discipline could limit the upside from these integrations as...

    Read the full narrative on Verisk Analytics (it's free!)

    Verisk Analytics' narrative projects $3.9 billion revenue and $1.2 billion earnings by 2028. This requires 9.1% yearly revenue growth and about a $290.7 million earnings increase from $909.3 million today.

    Uncover how Verisk Analytics' forecasts yield a $251.29 fair value, a 16% upside to its current price.

    Exploring Other Perspectives

    VRSK 1-Year Stock Price Chart
    VRSK 1-Year Stock Price Chart

    Four members of the Simply Wall St Community currently see Verisk’s fair value anywhere between US$131.67 and US$277.85, underscoring very different expectations. As you weigh those views, remember that insurers’ willingness to invest in richer analytics after a period of softer catastrophe driven demand could be just as important for Verisk’s future performance.

    Explore 4 other fair value estimates on Verisk Analytics - why the stock might be worth as much as 28% more than the current price!

    Build Your Own Verisk Analytics Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.