Exponent vs Verisk Analytics
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KIRA’s take AI analyst
I put Exponent and Verisk Analytics side by side, using each one’s latest annual report. Here is what stands out:
- Verisk Analytics is the larger business, with $3.1B of revenue in fiscal 2025 against $582M for Exponent, about 5.3 times as much.
- Verisk Analytics grew revenue faster (6.6%, against 4.2%).
- Verisk Analytics kept more of each dollar of sales as operating profit (43.7% operating margin, against 20.6%).
- Verisk Analytics turned more of its sales into free cash flow (38.8% FCF margin, against 21.0%).
- Exponent earned a higher return on the capital invested in it (52.2%, against 35.5%).
- Investors pay more for each dollar of Exponent’s earnings: a P/E of 34.8x against 29.9x for Verisk Analytics.
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Exponent
EXPO
3/9
5-year growthReturn on capitalNet debt / EBITDA
Verisk Analytics
VRSK
6/9
Revenue growthOperating marginNet marginFCF marginPiotroski F-scoreShare count change
Side by side
Best in the row
| Latest fiscal year | EXPO FY25 | VRSK FY25 |
|---|---|---|
| Size | ||
| Market cap | $3.8B | $26.5B |
| Revenue | $582M | $3.1B |
| Free cash flow | $122M | $1.2B |
| Net income | $106M | $908M |
| Growth | ||
| Revenue growth | 4.2% | 6.6% |
| 5-year growth | 7.8% | 6.3% |
| Share count change | −0.6% | −1.9% |
| Profitability | ||
| Gross margin | — | 69.9% |
| Operating margin | 20.6% | 43.7% |
| Net margin | 18.2% | 29.6% |
| FCF margin | 21.0% | 38.8% |
| Return on capital | 52.2% | 35.5% |
| Return on equity | 26.1% | — |
| Balance sheet | ||
| Net debt | −$222M | $2.6B |
| Net debt / EBITDA | −1.7x | 1.6x |
| Dividends and buybacks | $158M | $875M |
| Valuation & quality | ||
| P/E | 34.8x | 29.9x |
| Piotroski F-score | 4 | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.