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Side-by-side financial comparison of Liberty Energy Inc. (LBRT) and Verisk Analytics (VRSK). Click either name above to swap in a different company.

Liberty Energy Inc. is the larger business by last-quarter revenue ($1.0B vs $778.8M, roughly 1.3× Verisk Analytics). Verisk Analytics runs the higher net margin — 25.3% vs 2.2%, a 23.1% gap on every dollar of revenue. On growth, Verisk Analytics posted the faster year-over-year revenue change (5.9% vs 4.5%). Over the past eight quarters, Verisk Analytics's revenue compounded faster (5.2% CAGR vs -6.2%).

Liberty Energy Inc. is a North American energy services provider specializing in hydraulic fracturing and well completion solutions for oil and gas operators. It serves clients across major U.S. shale basins, offering low-emission equipment and tailored support to optimize well productivity.

Verisk Analytics, Inc. is an American multinational data analytics and risk assessment firm based in Jersey City, New Jersey, with clients in insurance, government, and risk management sectors. The company uses proprietary data sets and industry expertise to provide predictive analytics and decision support consultations in areas including fraud prevention, actuarial science, insurance coverage, fire protection, catastrophe and weather risk, and data management.

LBRT vs VRSK — Head-to-Head

Bigger by revenue
LBRT
LBRT
1.3× larger
LBRT
$1.0B
$778.8M
VRSK
Growing faster (revenue YoY)
VRSK
VRSK
+1.4% gap
VRSK
5.9%
4.5%
LBRT
Higher net margin
VRSK
VRSK
23.1% more per $
VRSK
25.3%
2.2%
LBRT
Faster 2-yr revenue CAGR
VRSK
VRSK
Annualised
VRSK
5.2%
-6.2%
LBRT

Income Statement — Q1 FY2026 vs Q4 FY2025

Metric
LBRT
LBRT
VRSK
VRSK
Revenue
$1.0B
$778.8M
Net Profit
$22.6M
$197.2M
Gross Margin
69.7%
Operating Margin
2.2%
40.3%
Net Margin
2.2%
25.3%
Revenue YoY
4.5%
5.9%
Net Profit YoY
-6.3%
EPS (diluted)
$0.14
$1.41

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
LBRT
LBRT
VRSK
VRSK
Q1 26
$1.0B
Q4 25
$1.0B
$778.8M
Q3 25
$947.4M
$768.3M
Q2 25
$1.0B
$772.6M
Q1 25
$977.5M
$753.0M
Q4 24
$943.6M
$735.6M
Q3 24
$1.1B
$725.3M
Q2 24
$1.2B
$716.8M
Net Profit
LBRT
LBRT
VRSK
VRSK
Q1 26
$22.6M
Q4 25
$13.7M
$197.2M
Q3 25
$43.1M
$225.5M
Q2 25
$71.0M
$253.3M
Q1 25
$20.1M
$232.3M
Q4 24
$51.9M
$210.4M
Q3 24
$73.8M
$220.1M
Q2 24
$108.4M
$308.1M
Gross Margin
LBRT
LBRT
VRSK
VRSK
Q1 26
Q4 25
20.6%
69.7%
Q3 25
18.7%
70.1%
Q2 25
22.1%
70.3%
Q1 25
22.1%
69.3%
Q4 24
21.4%
68.7%
Q3 24
26.2%
69.2%
Q2 24
27.9%
69.4%
Operating Margin
LBRT
LBRT
VRSK
VRSK
Q1 26
2.2%
Q4 25
1.9%
40.3%
Q3 25
-0.3%
45.0%
Q2 25
3.6%
45.9%
Q1 25
1.9%
43.8%
Q4 24
2.6%
43.0%
Q3 24
9.4%
42.9%
Q2 24
12.2%
44.5%
Net Margin
LBRT
LBRT
VRSK
VRSK
Q1 26
2.2%
Q4 25
1.3%
25.3%
Q3 25
4.5%
29.4%
Q2 25
6.8%
32.8%
Q1 25
2.1%
30.8%
Q4 24
5.5%
28.6%
Q3 24
6.5%
30.3%
Q2 24
9.3%
43.0%
EPS (diluted)
LBRT
LBRT
VRSK
VRSK
Q1 26
$0.14
Q4 25
$0.08
$1.41
Q3 25
$0.26
$1.61
Q2 25
$0.43
$1.81
Q1 25
$0.12
$1.65
Q4 24
$0.31
$1.50
Q3 24
$0.44
$1.54
Q2 24
$0.64
$2.15

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
LBRT
LBRT
VRSK
VRSK
Cash + ST InvestmentsLiquidity on hand
$699.1M
$2.2B
Total DebtLower is stronger
$7.1M
$3.2B
Stockholders' EquityBook value
$1.9B
$309.0M
Total Assets
$4.4B
$6.2B
Debt / EquityLower = less leverage
0.00×
10.45×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
LBRT
LBRT
VRSK
VRSK
Q1 26
$699.1M
Q4 25
$27.6M
$2.2B
Q3 25
$13.5M
$2.1B
Q2 25
$19.6M
$628.7M
Q1 25
$24.1M
$1.1B
Q4 24
$20.0M
$291.2M
Q3 24
$23.0M
$458.0M
Q2 24
$30.0M
$632.1M
Total Debt
LBRT
LBRT
VRSK
VRSK
Q1 26
$7.1M
Q4 25
$246.6M
$3.2B
Q3 25
$3.2B
Q2 25
$3.2B
Q1 25
$3.2B
Q4 24
$190.5M
$2.5B
Q3 24
$2.5B
Q2 24
$2.6B
Stockholders' Equity
LBRT
LBRT
VRSK
VRSK
Q1 26
$1.9B
Q4 25
$2.1B
$309.0M
Q3 25
$2.1B
$376.7M
Q2 25
$2.0B
$311.7M
Q1 25
$2.0B
$123.0M
Q4 24
$2.0B
$100.1M
Q3 24
$2.0B
$299.6M
Q2 24
$1.9B
$430.3M
Total Assets
LBRT
LBRT
VRSK
VRSK
Q1 26
$4.4B
Q4 25
$3.6B
$6.2B
Q3 25
$3.5B
$6.2B
Q2 25
$3.4B
$4.8B
Q1 25
$3.4B
$5.1B
Q4 24
$3.3B
$4.3B
Q3 24
$3.3B
$4.6B
Q2 24
$3.2B
$4.8B
Debt / Equity
LBRT
LBRT
VRSK
VRSK
Q1 26
0.00×
Q4 25
0.12×
10.45×
Q3 25
8.57×
Q2 25
10.37×
Q1 25
26.30×
Q4 24
0.10×
25.44×
Q3 24
8.50×
Q2 24
5.93×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
LBRT
LBRT
VRSK
VRSK
Operating Cash FlowLast quarter
$343.3M
Free Cash FlowOCF − Capex
$276.1M
FCF MarginFCF / Revenue
35.5%
Capex IntensityCapex / Revenue
13.1%
8.6%
Cash ConversionOCF / Net Profit
1.74×
TTM Free Cash FlowTrailing 4 quarters
$1.2B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
LBRT
LBRT
VRSK
VRSK
Q1 26
Q4 25
$195.4M
$343.3M
Q3 25
$51.5M
$403.5M
Q2 25
$170.6M
$244.5M
Q1 25
$192.1M
$444.7M
Q4 24
$177.3M
$263.9M
Q3 24
$244.5M
$296.2M
Q2 24
$248.2M
$211.7M
Free Cash Flow
LBRT
LBRT
VRSK
VRSK
Q1 26
Q4 25
$-10.0M
$276.1M
Q3 25
$-67.2M
$336.1M
Q2 25
$33.1M
$188.7M
Q1 25
$58.2M
$391.0M
Q4 24
$-26.2M
$208.5M
Q3 24
$77.9M
$240.7M
Q2 24
$112.2M
$153.9M
FCF Margin
LBRT
LBRT
VRSK
VRSK
Q1 26
Q4 25
-1.0%
35.5%
Q3 25
-7.1%
43.7%
Q2 25
3.2%
24.4%
Q1 25
6.0%
51.9%
Q4 24
-2.8%
28.3%
Q3 24
6.8%
33.2%
Q2 24
9.7%
21.5%
Capex Intensity
LBRT
LBRT
VRSK
VRSK
Q1 26
13.1%
Q4 25
19.8%
8.6%
Q3 25
12.5%
8.8%
Q2 25
13.2%
7.2%
Q1 25
13.7%
7.1%
Q4 24
21.6%
7.5%
Q3 24
14.6%
7.7%
Q2 24
11.7%
8.1%
Cash Conversion
LBRT
LBRT
VRSK
VRSK
Q1 26
Q4 25
14.28×
1.74×
Q3 25
1.20×
1.79×
Q2 25
2.40×
0.97×
Q1 25
9.55×
1.91×
Q4 24
3.42×
1.25×
Q3 24
3.31×
1.35×
Q2 24
2.29×
0.69×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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