Added to YB: 2026-10-06
Pitch date: 2026-09-30
FICO [neutral]
Fair Isaac Corporation
+21.25%
current return
Author Info
No bio for this author
Company Info
Fair Isaac Corporation provides analytics software in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$15.0B
Pitch Price
$635.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.97
P/E
20.18
EV/Sales
8.51
Sector
Software
Category
value
75. FICO after the fall
FICO (update): Fair Isaac has fallen from roughly $1,815 to $600-$650 as of September 29, approaching the prior $500-$600 valuation range associated with 13-14% returns. However, VantageScore’s entry was expected to end FICO’s historical mortgage exclusivity, and customer decisions and regulatory changes now make potential market-share loss and pricing pressure more measurable. Whether today’s price is attractive depends on how much business FICO retains and what it can charge.
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