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Opinions David Fingold
Fair Isaac Corp.FICOBUYMar 25, 2019
It is attractive. It is impossible to get a US mortgage without their score. It is moving to the cloud because some companies cannot afford an installation of their software. There should be more visible and repetitive growth due to moving to a software-as-a-service model.
David FingoldOwned
$262.58
Stock price when the opinion was issued
$1096.22
As of Jun 18, 2026. Market Open.
0
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BUY ON WEAKNESS
The #14 stock on the S&P last year, up 94.5%. They created and own the FICO credit score, drawing revenues from companies and individuals alike. Their software business is strong, amounting to about 50% of their sales. They're innovative and keep offering new products. Banks are key clients who need credit scores. Software revenue was up 11% and annual recurring revenue was up 22%. Retention rate was 120% (gaining more business). Their performance supports a rising PE. But it now trades at 47x PE, higher than peers, too pricey. It'll likely pullback. A fine company.
