Added to YB: 2026-03-18
Pitch date: 2026-03-16
FICO [bullish]
Fair Isaac Corporation
-12.74%
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
$23.9B
Pitch Price
$1.2K
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.44
P/E
37.28
EV/Sales
13.06
Sector
Software
Category
turnaround
Built to Last: 10 AI-proof SaaS Rebounds for 2026 - Fair Isaac Corporation
FICO: Credit score monopoly embedded in trillions of lending docs/regulations, making displacement unlikely despite AI threat narrative. Small cost vs total loan = pricing power. Expanding via AI partnerships (e.g. Plaid UltraFICO) using real-time data. ~40x NTM P/E fair for growth+moat.
Read full article (2 min)