What Am I Missing On Verisk (VRSK)?

Verisk (VRSK) carries a 44x P/E. This is a rich multiple for an 8% Revenue grower with flat year-over-year cash from operations. Especially given the space Verisk competes in.

• I may write them up soon, but at first pass if you have a 44x P/E, that suggests to me you ought to be growing cash flow by 40%.

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