Professional
Added to YB: 2024-08-20
Pitch date: 2024-06-30
FICO [bullish]
Fair Isaac Corporation
-9.53%
current return
Author Info
No bio for this author
Company Info
Fair Isaac Corporation provides analytics software in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$36.3B
Pitch Price
$1.5K
Price Target
N/A
Dividend
N/A
EV/EBITDA
38.50
P/E
56.46
EV/Sales
19.03
Sector
Software
Category
growth
Baron FinTech Fund Portfolio Holding: Fair Isaac Corporation
FICO: Strong Q results, raised guidance. CEO confident in macro resilience. Software growth potential. Market ignores lending uncertainty & regulatory risk, focuses on Fed rate cut benefits. 50% below avg mortgage originations; normalization could boost earnings 50%. Significant moat & consistent earnings growth drive long-term upside. Attractive LT returns expected.
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