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VALU vs VRSK
Revenue, margins, valuation, and 5-year total return — side by side.
Consulting Services
VALU vs VRSK — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Financial - Data & Stock Exchanges | Consulting Services |
| Market Cap | $326M | $22.89B |
| Revenue (TTM) | $35M | $3.10B |
| Net Income (TTM) | $22M | $910M |
| Gross Margin | 58.8% | 67.4% |
| Operating Margin | 17.1% | 44.9% |
| Forward P/E | 15.8x | 22.9x |
| Total Debt | $4M | $5.04B |
| Cash & Equiv. | $34M | $2.18B |
VALU vs VRSK — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Value Line, Inc. (VALU) | 100 | 121.7 | +21.7% |
| Verisk Analytics, I… (VRSK) | 100 | 101.2 | +1.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: VALU vs VRSK
Each card shows where this stock fits in a portfolio — not just who wins on paper.
VALU carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 6 yrs, beta 0.59, yield 3.5%
- 165.0% 10Y total return vs VRSK's 137.1%
- Lower volatility, beta 0.59, Low D/E 3.6%, current ratio 3.38x
VRSK is the clearest fit if your priority is growth exposure.
- Rev growth 6.6%, EPS growth -3.3%, 3Y rev CAGR 7.2%
- 6.6% revenue growth vs VALU's -6.4%
- 16.7% ROA vs VALU's 14.9%, ROIC 33.0% vs 4.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 6.6% revenue growth vs VALU's -6.4% | |
| Value | Lower P/E (15.8x vs 22.9x), PEG 2.17 vs 2.68 | |
| Quality / Margins | 59.0% margin vs VRSK's 29.3% | |
| Stability / Safety | Lower D/E ratio (3.6% vs 16.3%) | |
| Dividends | 3.5% yield, 6-year raise streak, vs VRSK's 1.0% | |
| Momentum (1Y) | -9.1% vs VRSK's -43.0% | |
| Efficiency (ROA) | 16.7% ROA vs VALU's 14.9%, ROIC 33.0% vs 4.5% |
VALU vs VRSK — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
VALU vs VRSK — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
VALU leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
VRSK is the larger business by revenue, generating $3.1B annually — 88.4x VALU's $35M. VALU is the more profitable business, keeping 59.0% of every revenue dollar as net income compared to VRSK's 29.3%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $35M | $3.1B |
| EBITDAEarnings before interest/tax | $6M | $1.7B |
| Net IncomeAfter-tax profit | $22M | $910M |
| Free Cash FlowCash after capex | $19M | $1.1B |
| Gross MarginGross profit ÷ Revenue | +58.8% | +67.4% |
| Operating MarginEBIT ÷ Revenue | +17.1% | +44.9% |
| Net MarginNet income ÷ Revenue | +59.0% | +29.3% |
| FCF MarginFCF ÷ Revenue | +57.0% | +36.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | +3.9% |
| EPS Growth (YoY)Latest quarter vs prior year | +14.5% | +4.8% |
Valuation Metrics
VALU leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 15.8x trailing earnings, VALU trades at a 41% valuation discount to VRSK's 26.9x P/E. Adjusting for growth (PEG ratio), VALU offers better value at 2.17x vs VRSK's 3.16x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $326M | $22.9B |
| Enterprise ValueMkt cap + debt − cash | $295M | $25.7B |
| Trailing P/EPrice ÷ TTM EPS | 15.76x | 26.92x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 22.85x |
| PEG RatioP/E ÷ EPS growth rate | 2.17x | 3.16x |
| EV / EBITDAEnterprise value multiple | 40.68x | 15.34x |
| Price / SalesMarket cap ÷ Revenue | 9.28x | 7.45x |
| Price / BookPrice ÷ Book value/share | 3.28x | 78.44x |
| Price / FCFMarket cap ÷ FCF | 16.28x | 19.20x |
Profitability & Efficiency
Evenly matched — VALU and VRSK each lead in 4 of 8 comparable metrics.
Profitability & Efficiency
VRSK delivers a 4.4% return on equity — every $100 of shareholder capital generates $4 in annual profit, vs $21 for VALU. VALU carries lower financial leverage with a 0.04x debt-to-equity ratio, signaling a more conservative balance sheet compared to VRSK's 16.26x. On the Piotroski fundamental quality scale (0–9), VALU scores 6/9 vs VRSK's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +21.2% | +4.4% |
| ROA (TTM)Return on assets | +14.9% | +16.7% |
| ROICReturn on invested capital | +4.5% | +33.0% |
| ROCEReturn on capital employed | +5.1% | +39.6% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | 0.04x | 16.26x |
| Net DebtTotal debt minus cash | -$30M | $2.9B |
| Cash & Equiv.Liquid assets | $34M | $2.2B |
| Total DebtShort + long-term debt | $4M | $5.0B |
| Interest CoverageEBIT ÷ Interest expense | — | 7.87x |
Total Returns (Dividends Reinvested)
VALU leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in VALU five years ago would be worth $14,026 today (with dividends reinvested), compared to $10,182 for VRSK. Over the past 12 months, VALU leads with a -9.1% total return vs VRSK's -43.0%. The 3-year compound annual growth rate (CAGR) favors VRSK at -5.1% vs VALU's -8.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -5.1% | -20.7% |
| 1-Year ReturnPast 12 months | -9.1% | -43.0% |
| 3-Year ReturnCumulative with dividends | -22.5% | -14.5% |
| 5-Year ReturnCumulative with dividends | +40.3% | +1.8% |
| 10-Year ReturnCumulative with dividends | +165.0% | +137.1% |
| CAGR (3Y)Annualised 3-year return | -8.1% | -5.1% |
Risk & Volatility
Evenly matched — VALU and VRSK each lead in 1 of 2 comparable metrics.
Risk & Volatility
VRSK is the less volatile stock with a -0.04 beta — it tends to amplify market swings less than VALU's 0.59 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. VALU currently trades 84.6% from its 52-week high vs VRSK's 54.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.59x | -0.04x |
| 52-Week HighHighest price in past year | $41.00 | $322.92 |
| 52-Week LowLowest price in past year | $33.51 | $161.70 |
| % of 52W HighCurrent price vs 52-week peak | +84.6% | +54.1% |
| RSI (14)Momentum oscillator 0–100 | 44.3 | 39.5 |
| Avg Volume (50D)Average daily shares traded | 2K | 1.9M |
Analyst Outlook
Evenly matched — VALU and VRSK each lead in 1 of 2 comparable metrics.
Analyst Outlook
For income investors, VALU offers the higher dividend yield at 3.46% vs VRSK's 1.03%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold |
| Price TargetConsensus 12-month target | — | $231.25 |
| # AnalystsCovering analysts | — | 25 |
| Dividend YieldAnnual dividend ÷ price | +3.5% | +1.0% |
| Dividend StreakConsecutive years of raises | 6 | 7 |
| Dividend / ShareAnnual DPS | $1.20 | $1.81 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | +2.7% |
VALU leads in 3 of 6 categories — strongest in Income & Cash Flow and Valuation Metrics. 3 categories are tied.
VALU vs VRSK: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is VALU or VRSK a better buy right now?
For growth investors, Verisk Analytics, Inc.
(VRSK) is the stronger pick with 6. 6% revenue growth year-over-year, versus -6. 4% for Value Line, Inc. (VALU). Value Line, Inc. (VALU) offers the better valuation at 15. 8x trailing P/E, making it the more compelling value choice. Analysts rate Verisk Analytics, Inc. (VRSK) a "Hold" — based on 25 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — VALU or VRSK?
On trailing P/E, Value Line, Inc.
(VALU) is the cheapest at 15. 8x versus Verisk Analytics, Inc. at 26. 9x.
03Which is the better long-term investment — VALU or VRSK?
Over the past 5 years, Value Line, Inc.
(VALU) delivered a total return of +40. 3%, compared to +1. 8% for Verisk Analytics, Inc. (VRSK). Over 10 years, the gap is even starker: VALU returned +165. 0% versus VRSK's +137. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — VALU or VRSK?
By beta (market sensitivity over 5 years), Verisk Analytics, Inc.
(VRSK) is the lower-risk stock at -0. 04β versus Value Line, Inc. 's 0. 59β — meaning VALU is approximately -1757% more volatile than VRSK relative to the S&P 500. On balance sheet safety, Value Line, Inc. (VALU) carries a lower debt/equity ratio of 4% versus 16% for Verisk Analytics, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — VALU or VRSK?
By revenue growth (latest reported year), Verisk Analytics, Inc.
(VRSK) is pulling ahead at 6. 6% versus -6. 4% for Value Line, Inc. (VALU). On earnings-per-share growth, the picture is similar: Value Line, Inc. grew EPS 8. 9% year-over-year, compared to -3. 3% for Verisk Analytics, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — VALU or VRSK?
Value Line, Inc.
(VALU) is the more profitable company, earning 59. 0% net margin versus 29. 6% for Verisk Analytics, Inc. — meaning it keeps 59. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: VRSK leads at 44. 6% versus 17. 1% for VALU. At the gross margin level — before operating expenses — VRSK leads at 67. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Which pays a better dividend — VALU or VRSK?
All stocks in this comparison pay dividends.
Value Line, Inc. (VALU) offers the highest yield at 3. 5%, versus 1. 0% for Verisk Analytics, Inc. (VRSK).
08Is VALU or VRSK better for a retirement portfolio?
For long-horizon retirement investors, Verisk Analytics, Inc.
(VRSK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 04), 1. 0% yield, +137. 1% 10Y return). Both have compounded well over 10 years (VRSK: +137. 1%, VALU: +165. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between VALU and VRSK?
These companies operate in different sectors (VALU (Financial Services) and VRSK (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: VALU is a small-cap deep-value stock; VRSK is a mid-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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