Added to YB: 2025-07-17
Pitch date: 2025-07-15
FICO [neutral]
Fair Isaac Corporation
-10.59%
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
2.3K (+70%)
Dividend
N/A
EV/EBITDA
38.50
P/E
56.46
EV/Sales
19.03
Sector
Software
Category
growth
Stock of the Week: Fair Isaac – Is the Moat in Danger?
FICO (wait for pullback): Solid 15% YoY growth (25% in Scores segment), but competition rising after FHFA allows VantageScore as alternative to FICO amid 400% price hikes. New BNPL credit scores coming Fall 2025. PE of 90x unsustainable for 25% EPS growth. $1B buyback announced. Analysts mostly bullish ($2000-2300 targets), waiting for pullback to $1450/$1110/$850.
Read full article (2 min)