Added to YB: 2026-10-09
Pitch date: 2026-10-05
FICO [neutral]
Fair Isaac Corporation
+3.58%
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
$15.0B
Pitch Price
$694.79
Price Target
935.00 (+29%)
Dividend
N/A
EV/EBITDA
15.97
P/E
20.18
EV/Sales
8.51
Sector
Software
Category
N/A
Stock of the Week: Fair Isaac - Opportunity or Value Trap?
FICO (monitor): Fair Isaac is more interesting after a 72% drawdown to $661 and roughly 17x earnings, but base-case fair value of $672 offers little cushion. VantageScore’s mortgage eligibility and Rocket Mortgage’s planned adoption threaten market share and pricing power, while Software growth is only about 2% and debt-funded buybacks lifted debt/EBITDA above 3x. More evidence on lender adoption is needed before acting.
Read full article (4 min)