Added to YB: 2025-05-05
Pitch date: 2025-05-01
FICO [bullish]
Fair Isaac Corporation
-45.97%
current return
Author Info
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Company Info
Fair Isaac Corporation provides analytics software in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$24.9B
Pitch Price
$2.0K
Price Target
N/A
Dividend
N/A
EV/EBITDA
27.39
P/E
38.78
EV/Sales
13.53
Sector
Software
Category
growth
Show full summary:
Fair Isaac Corporation - $FICO
FICO (overview): Dominant credit scoring system used by all top 100 banks globally. 88% EBIT margins in Scores segment (54% of rev, 75%+ of op income) from 10x pricing power since 2018. Moat from workflow integration, GSE requirements. Risk: GSEs approved VantageScore 4.0 for 2026 implementation, may impact pricing power. Growth tied to credit market volume.
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