Added to YB: 2026-02-02
Pitch date: 2026-01-29
FICO [neutral]
Fair Isaac Corporation
-10.57%
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
growth
Fair Isaac Corporation Q4 2025 Snapshot
FICO (earnings): Q4 rev $512M +16% YoY, gross margin 83%, op income +30% YoY w/ 500bps margin expansion. Platform Software +37% YoY, Platform ARR +33%, ACV bookings +78%, DBNRR 122%. RPO +38% YoY. Concerns: net income only +4% despite op leverage, FCF margin down 10pp YoY, non-platform ARR -8%. Mgmt guided FY below consensus on macro uncertainty.
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