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Group","tier":3,"returns_yearly":{"2021":8.7,"2022":-0.5,"2023":-7,"2024":16.1,"2025":16,"2026":3.1}},{"slug":"blackrock","name":"BlackRock","name_en":"BlackRock","tier":3,"returns_yearly":{"2021":29.4,"2022":-20.4,"2023":17.9,"2024":29.3,"2025":6.6,"2026":2.8}},{"slug":"centerpoint-energy","name":"센터포인트 에너지","name_en":"CenterPoint Energy","tier":3,"returns_yearly":{"2021":32.4,"2022":10,"2023":-2.1,"2024":14.3,"2025":23.7,"2026":2.4}},{"slug":"siemens-energy","name":"Siemens Energy","name_en":"Siemens Energy","tier":3,"returns_yearly":{"2021":-35.4,"2022":-2.7,"2023":-27,"2024":314.2,"2025":149.9,"2026":1.8}},{"slug":"spacex","name":"스페이스X","name_en":"SpaceX","tier":3,"returns_yearly":{"2026":0.7}},{"slug":"boeing","name":"보잉","name_en":"Boeing","tier":3,"returns_yearly":{"2021":-6,"2022":-5.4,"2023":36.8,"2024":-32.1,"2025":22.7,"2026":-2.2}},{"slug":"hoya","name":"호야","name_en":"Hoya Corporation","tier":3,"returns_yearly":{"2021":10.8,"2022":-3,"2023":34.4,"2024":11.3,"2025":24.9,"2026":-2.5}},{"slug":"te-connectivity","name":"TE Connectivity","name_en":"TE Connectivity","tier":3,"returns_yearly":{"2021":35.1,"2022":-27.7,"2023":24.6,"2024":3.5,"2025":61.1,"2026":-3}},{"slug":"cameco","name":"Cameco","name_en":"Cameco","tier":3,"returns_yearly":{"2021":63.2,"2022":4.3,"2023":90.5,"2024":19.5,"2025":78.4,"2026":-3.7}},{"slug":"fanuc","name":"FANUC","name_en":"FANUC","tier":3,"returns_yearly":{"2021":-16.5,"2022":4.4,"2023":-8.1,"2024":15.6,"2025":37.7,"2026":-4.5}},{"slug":"meta","name":"메타 플랫폼스","name_en":"Meta Platforms","tier":3,"returns_yearly":{"2021":23.1,"2022":-64.2,"2023":194.1,"2024":66,"2025":13.1,"2026":-6.4}},{"slug":"workday","name":"워크데이","name_en":"Workday, Inc.","tier":3,"returns_yearly":{"2021":14,"2022":-38.7,"2023":65,"2024":-6.5,"2025":-16.8,"2026":-8.8}},{"slug":"textron","name":"텍스트론","name_en":"Textron","tier":3,"returns_yearly":{"2021":59.9,"2022":-8.2,"2023":13.7,"2024":-4.8,"2025":14.1,"2026":-9.3}},{"slug":"brookfield","name":"Brookfield","name_en":"Brookfield Asset Management Ltd.","tier":3,"returns_yearly":{"2023":45.6,"2024":39.7,"2025":-0.2,"2026":-9.7}},{"slug":"shopify","name":"Shopify","name_en":"Shopify","tier":3,"returns_yearly":{"2021":21.7,"2022":-74.8,"2023":124.4,"2024":36.5,"2025":51.4,"2026":-9.9}},{"slug":"phison","name":"Phison","name_en":"Phison Electronics","tier":3,"returns_yearly":{"2021":26.8,"2022":-10.7,"2023":45.1,"2024":-6.7,"2025":418.3,"2026":-12.8}},{"slug":"constellation-energy","name":"Constellation Energy","name_en":"Constellation Energy","tier":3,"returns_yearly":{"2023":37.2,"2024":92.7,"2025":58.8,"2026":-15.3}},{"slug":"take-two-interactive","name":"테이크투 인터랙티브","name_en":"Take-Two Interactive Software, Inc.","tier":3,"returns_yearly":{"2021":-14.5,"2022":-41.4,"2023":54.6,"2024":14.4,"2025":39.1,"2026":-16.6}},{"slug":"avio","name":"아비오","name_en":"Avio","tier":3,"returns_yearly":{"2021":-9.9,"2022":-4.7,"2023":-17.1,"2024":98.4,"2025":117,"2026":-18.3}},{"slug":"hd-hyundai-electric","name":"HD Hyundai Electric","name_en":"HD Hyundai Electric","tier":3,"returns_yearly":{"2021":4.2,"2022":132.5,"2023":159.4,"2024":300.5,"2025":120.2,"2026":-31.3}},{"slug":"rigetti","name":"Rigetti Computing","name_en":"Rigetti Computing","tier":3,"returns_yearly":{"2022":-92.9,"2023":35.1,"2024":1449.2,"2025":45.2,"2026":-31.4}},{"slug":"ubtech","name":"UBTech","name_en":"UBTech Robotics","tier":3,"returns_yearly":{"2024":-21.6,"2025":95.4,"2026":-38.8}},{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":3,"returns_yearly":null},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null}],"analysis":"보험 데이터 분석사 기업. 2025년 -18.2%, 2026년 -16.5%로 약세가 이어진다. 공급단(평균 +32.9%)이 본주(-16.5%)보다 앞서 있다. 지출이 아래로 번지며 공급사 쪽 탄력이 먼저 나타나는 구도다. 연결 노드 중 가장 앞선 곳은 스노우플레이크(+53.7%), 가장 처진 곳은 아마존(+12%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Verisk Analytics operates across Insurance data analytics. It remained weak at -18.2% in 2025 and -16.5% in 2026. The supply side (avg +32.9%) leads the stock (-16.5%), with spending rippling down to suppliers first. Among connected nodes the furthest ahead is Snowflake (+53.7%) and the furthest behind is Amazon (+12%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Its core customers are large insurers, while AWS and Snowflake are part of the cloud data infrastructure used to build and deliver its services.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"SuranceBay","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-18","basis":"SuranceBay 최종 현금 인수가, 보상 에스크로 270만 달러 포함","value":163100000,"period":"FY2025","basis_en":"Final cash purchase price for SuranceBay, including $2.7 million of indemnity escrows","qualifier":null},"note":"베리스크는 2025년 7월 생명·연금보험의 설계사 라이선스와 온보딩 소프트웨어 업체 SuranceBay를 인수했다. 10-K에 기재된 최종 현금 인수가는 1억6,310만 달러다.","note_en":"Verisk acquired SuranceBay, a provider of producer licensing and onboarding software for life and annuity insurance, in July 2025. The final cash purchase price reported in the 10-K was $163.1 million.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회","publisher_en":"U.S. Securities and Exchange Commission","kind":"filing","lang":"en","published_at":"2026-02-18","url":"https://www.sec.gov/Archives/edgar/data/1442145/000143774926004452/vrsk20251231_10k.htm","title":"Verisk Analytics, Inc. 2025 Form 10-K","title_en":"Verisk Analytics, Inc. 2025 Form 10-K","excerpt":"공시는 SuranceBay 인수 완료와 최종 현금 인수가 1억6,310만 달러를 확인한다.","excerpt_en":"completed the acquisition of SuranceBay"},{"stance":"confirms","publisher":"글로브뉴스와이어","publisher_en":"GlobeNewswire","kind":"ir","lang":"en","published_at":"2025-07-17","url":"https://www.globenewswire.com/news-release/2025/07/17/3117315/0/en/Verisk-Signs-Definitive-Agreement-to-Acquire-SuranceBay-to-Expand-its-Life-Annuity-Offerings.html","title":"베리스크, 생명·연금보험 사업 확대를 위해 SuranceBay 인수 계약 체결","title_en":"Verisk Signs Definitive Agreement to Acquire SuranceBay to Expand its Life & Annuity Offerings","excerpt":"인수 발표는 SuranceBay가 설계사 라이선스, 온보딩, 위촉과 규제준수 소프트웨어를 제공한다고 설명한다.","excerpt_en":"SuranceBay develops software that simplifies and automates the process of buying and selling insurance."}]},{"direction":"revenue","counterparty":"Liberty Mutual Insurance","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_share","unit":"percent","as_of":"2026-02-18","basis":"Liberty Mutual Insurance가 차지한 베리스크 연결매출 비중","value":2,"period":"FY2025","basis_en":"Share of Verisk consolidated revenue attributable to Liberty Mutual Insurance","qualifier":"approximately"},"note":"Liberty Mutual은 베리스크의 wcAnalyzer를 도입한 대형 보험사 고객이다. 2025년과 2024년에 각각 베리스크 연결매출의 약 2%를 차지했다.","note_en":"Liberty Mutual is a major insurance customer that implemented Verisk's wcAnalyzer. It represented approximately 2% of Verisk's consolidated revenue in both 2025 and 2024.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회","publisher_en":"U.S. Securities and Exchange Commission","kind":"filing","lang":"en","published_at":"2026-02-18","url":"https://www.sec.gov/Archives/edgar/data/1442145/000143774926004452/vrsk20251231_10k.htm","title":"Verisk Analytics, Inc. 2025 Form 10-K","title_en":"Verisk Analytics, Inc. 2025 Form 10-K","excerpt":"공시는 Liberty Mutual을 고객으로 확인하고 연결매출 비중을 약 2%로 제시한다.","excerpt_en":"Liberty Mutual Insurance is a customer."},{"stance":"confirms","publisher":"베리스크","publisher_en":"Verisk","kind":"ir","lang":"en","published_at":"2024-04-18","url":"https://www.verisk.com/48fb48/siteassets/iso-claims-partners/downloads/turn-untapped-workers-compensation-data-into-actionable-insights.pdf","title":"미활용 산재보험 데이터를 실행 가능한 인사이트로 전환","title_en":"Turn untapped workers' compensation data into actionable insights","excerpt":"Liberty Mutual은 베리스크의 wcAnalyzer를 시험한 뒤 도입해 EDI 오류를 더 빠르게 찾고 수정했다.","excerpt_en":"After the test drive, Liberty Mutual decided to implement the tool."}]},{"direction":"revenue","counterparty":"American International Group","counterparty_slug":"american-international-group","confidence":"high","metric":{"type":"revenue_share","unit":"percent","as_of":"2026-02-18","basis":"AIG가 차지한 베리스크 연결매출 비중","value":1,"period":"FY2024","basis_en":"Share of Verisk consolidated revenue attributable to AIG","qualifier":"approximately"},"note":"AIG는 베리스크의 보험 데이터·분석 고객이다. FY2024에 AIG에서 발생한 매출은 베리스크 연결매출의 약 1%였다.","note_en":"AIG is a customer of Verisk's insurance data and analytics services. Revenue from AIG was approximately 1% of Verisk's consolidated revenue in FY2024.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회","publisher_en":"U.S. Securities and Exchange Commission","kind":"filing","lang":"en","published_at":"2026-02-18","url":"https://www.sec.gov/Archives/edgar/data/1442145/000143774926004452/vrsk20251231_10k.htm","title":"Verisk Analytics, Inc. 2025 Form 10-K","title_en":"Verisk Analytics, Inc. 2025 Form 10-K","excerpt":"공시는 AIG를 베리스크 고객으로 확인하고 FY2024 매출 비중을 약 1%로 제시한다.","excerpt_en":"AIG is a customer of Verisk."},{"stance":"mentions","publisher":"인베스팅닷컴 한국","publisher_en":"Investing.com Korea","kind":"news","lang":"ko","published_at":"2025-02-26","url":"https://kr.investing.com/news/earnings/article-93CH-1378924","title":"베리스크 어낼리틱스, 2025년 전망 기대치 하회로 주가 4% 이상 하락","title_en":"Verisk Analytics Falls More Than 4% as 2025 Outlook Misses Expectations","excerpt":"기사는 베리스크 매출이 보험 부문에서 발생하며 언더라이팅과 클레임 매출이 성장했다고 보도했다.","excerpt_en":"The article reports that Verisk's revenue came from insurance, with growth in underwriting and claims."},{"stance":"mentions","publisher":"MIT 정보시스템연구센터","publisher_en":"MIT Center for Information Systems Research","kind":"research","lang":"en","published_at":"2017-10-26","url":"https://cisr.mit.edu/publication/MIT_CISRwp424_Verisk_SebastianWixom","title":"베리스크 애널리틱스의 글로벌·로컬 균형 달성","title_en":"Verisk Analytics Achieves Global-Local Balance with Verisk Health","excerpt":"MIT 사례 연구는 베리스크가 데이터 분석을 수익화하는 조직 역량과 운영 방식을 분석한다.","excerpt_en":"developed two critical types of capabilities to successfully monetize data analytics"}]},{"direction":"cost","counterparty":"아마존","counterparty_slug":"amazon","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-18","basis":"베리스크의 AWS 클라우드 인프라 사용액","value":null,"period":"ongoing","basis_en":"Verisk spending on AWS cloud infrastructure","qualifier":"confirmed_no_disclosed_value"},"note":"베리스크는 핵심 애플리케이션과 데이터 처리에 AWS의 Bedrock, OpenSearch, ElastiCache 등 클라우드 인프라를 사용한다. 상대별 계약액은 공개되지 않았다.","note_en":"Verisk uses AWS cloud infrastructure, including Bedrock, OpenSearch, and ElastiCache, in core applications and data processing. The vendor-specific contract value is not disclosed.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회","publisher_en":"U.S. Securities and Exchange Commission","kind":"filing","lang":"en","published_at":"2026-02-18","url":"https://www.sec.gov/Archives/edgar/data/1442145/000143774926004452/vrsk20251231_10k.htm","title":"Verisk Analytics, Inc. 2025 Form 10-K","title_en":"Verisk Analytics, Inc. 2025 Form 10-K","excerpt":"공시는 사업이 소수의 대형 클라우드 인프라 공급사에 집중돼 있다고 설명한다.","excerpt_en":"systems are consolidated into fewer large infrastructure suppliers"},{"stance":"confirms","publisher":"아마존 웹 서비스","publisher_en":"Amazon Web Services","kind":"analysis","lang":"en","published_at":"2025-02-20","url":"https://aws.amazon.com/blogs/machine-learning/turbocharging-premium-audit-capabilities-with-the-power-of-generative-ai-verisks-journey-toward-a-sophisticated-conversational-chat-platform-to-enhance-customer-support/","title":"생성형 AI로 보험료 감사 역량을 높인 베리스크의 고객지원 플랫폼 구축 여정","title_en":"Turbocharging premium audit capabilities with the power of generative AI: Verisk's journey toward a sophisticated conversational chat platform to enhance customer support","excerpt":"베리스크와 AWS가 공동 작성한 기술 문서는 PAAS AI가 여러 AWS 서비스를 조합해 작동한다고 설명한다.","excerpt_en":"It employs a combination of AWS services alongside proprietary evaluations."}]},{"direction":"cost","counterparty":"Snowflake","counterparty_slug":"snowflake","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-02-20","basis":"베리스크의 Snowflake 데이터 플랫폼 사용액","value":null,"period":"ongoing","basis_en":"Verisk spending on the Snowflake data platform","qualifier":"confirmed_no_disclosed_value"},"note":"베리스크의 PAAS AI 데이터 계층은 AWS 환경의 Snowflake를 사용해 확장 가능한 실시간 데이터 접근과 분석을 제공한다. 상대별 사용액은 공개되지 않았다.","note_en":"Verisk's PAAS AI data layer uses Snowflake in AWS for scalable, real-time data access and analytics. Vendor-specific spending is not disclosed.","sources":[{"stance":"confirms","publisher":"아마존 웹 서비스","publisher_en":"Amazon Web Services","kind":"analysis","lang":"en","published_at":"2025-02-20","url":"https://aws.amazon.com/blogs/machine-learning/turbocharging-premium-audit-capabilities-with-the-power-of-generative-ai-verisks-journey-toward-a-sophisticated-conversational-chat-platform-to-enhance-customer-support/","title":"생성형 AI로 보험료 감사 역량을 높인 베리스크의 고객지원 플랫폼 구축 여정","title_en":"Turbocharging premium audit capabilities with the power of generative AI: Verisk's journey toward a sophisticated conversational chat platform to enhance customer support","excerpt":"공동 기술 문서는 Snowflake가 실시간 데이터 접근과 고급 분석을 지원한다고 설명한다.","excerpt_en":"Snowflake in Amazon helps provide scalable and real-time access to data."}]}]}