Added to YB: 2025-09-02
Pitch date: 2025-08-31
FICO [neutral]
Fair Isaac Corporation
-10.12%
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
$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
value
Sustainable’s Substack | August ‘25 Portfolio Review - Added On Position: Fair Isaac Corporation
FICO (holding update): Added to position during Aug dip to $1300s. $35B stable business trading like meme stock due to overblown Vantage score competition fears. Lenders reluctant to retune processes, investors hesitant on new scoring regimes. Monopoly dynamics intact. Expect reversion in couple years. 13th largest position, significant capital deployed.
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