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Verisk Analytics' CEO Discusses Q1 2012 Results - Earnings Call Transcript

Stocks in this article: VRSK

In mortgage, we continue to see challenges in the market and our revenue declined apples-to-apples. But I would note that we grew our underwriting solutions at a faster pace than the origination market grew.

Overall, our consolidated organic revenue growth was 7.7%, consistent with the expectations we discussed with you last year, as mortgage continues to weigh on growth. Excluding our historical mortgage business, organic revenue growth was 9%. We continue to have conviction around our margin and overall profitability.

Our EBITDA margin was 45.9% in the quarter, and diluted adjusted EPS growth of 17.5% was along very strong. We remain disciplined about our use of capital and focused on delivering shareholder returns. We were pleased to acquire MediConnect this quarter and put about $350 million of that capital to work to generate returns.

We also bought $39 million of shares in the quarter as we manage our buyback as part of our broader capital allocation plan, including acquisitions. We remain consistent in our approach to balancing uses of capital. As I look towards the remainder of 2012, I am excited about all the verticals we face and the teams we have in place to deliver growth from our markets.

Now I’ll turn it over to Scott to talk about our progress against some of our operational goals.

Scott G. Stephenson

Thank you, Frank. We have a number of things on our plate that we believe set us up for future growth, both from a sales and technology perspective.

First on sales, we continue to ensure that we have the best teams facing our customers, and we have made some new hires in that area. We are also ensuring that our holistic solution sets are being sold to decision makers. One of the powerful elements of our organization is solutions that can interoperate. Our competitors typically do not have this advantage. For example, our Verisk Insurance Solutions underwriting team has been in operation for a full quarter now, and we are getting good feedback from customers on this approach.

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