Added to YB: 2024-05-15
Pitch date: 2024-05-09
FICO [neutral]
Fair Isaac Corporation
+42.69%
current return
Author Info
No bio for this author
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
$1.3K
Price Target
N/A
Dividend
N/A
EV/EBITDA
46.26
P/E
64.94
EV/Sales
22.01
Sector
Software
Category
value
Fair Isaac Corporation: Finding Value in a High-Priced Stock
FICO: Quality biz trading above historical 38x P/E & 2.4% FCF yield. Strong ROE, ROC, 15% FCF CAGR. Margins doubled to 28% via buybacks. Needs 24% EPS CAGR to justify valuation, but estimates imply 4-10% CAGR. Fairly valued around $1000 for double-digit return potential.
Read full article (2 min)