Verisk Analytics

Verisk Analytics is a data and analytics provider best known for its dominant position in insurance, where it supplies the risk models, claims data and analytics that underpin much of the U.S. property and casualty industry. Its proprietary data sets and deep integration into customer workflows create high switching costs and a stream of recurring, subscription-like revenue. Verisk pays a low-yielding dividend with a relatively short but growing record of increases. The company has historically emphasized buybacks and reinvestment, so the payout is modest relative to its cash generation. The profile is that of a high-quality data business with a small but rising dividend, appealing more to growth-and-quality investors than to those focused primarily on yield.