Added to YB: 2025-11-06
Pitch date: 2025-11-03
FICO [bullish]
Fair Isaac Corporation
+12.77%
current return
Author Info
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Company Info
Fair Isaac Corporation develops software with analytics and digital decisioning technologies that enable businesses to automate, enhance, and connect decisions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$39.8B
Pitch Price
$1.6K
Price Target
N/A
Dividend
N/A
EV/EBITDA
46.26
P/E
64.94
EV/Sales
22.01
Sector
Software
Category
growth
Sustainable’s Substack | October ‘25 Portfolio Review - Purchase Decision: Fair Isaac Corporation
FICO added to position: Small October add amid Vantage Score competitor noise spooking market. Refinancing soaring as rates drop, mortgage volumes to follow in '25 benefiting FICO score volume. Net pricing per transaction to increase via new closing fees. Measured appreciation expected in '26 once Vantage threat fades.
Read full article (1 min)