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FICO

FICO

Technology · Software - Application

$1169.57-1.02%
Mkt Cap: $27.12B

Performance

FICO (FICO) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

FICO (FICO) operates in the Software - Application space within the Technology sector. With a market cap of $27.1B, it qualifies as a mid-cap company. The company is growing revenue strongly while maintaining healthy profitability — a combination that investors typically reward with a premium valuation.

Bull Case5
  • Forward P/E (21.5×) is lower than trailing P/E (37.1×) — analysts expect earnings to improve
  • Revenue grew 39% year-over-year — exceptional top-line expansion
  • Earnings grew 69% YoY — bottom-line is expanding fast
  • Exceptional profit margin of 33.7% — the business retains a large share of each dollar earned
  • Current ratio of 2.2× — ample short-term liquidity
Bear Case1
  • P/E of 37.1× is above average — valuation requires continued strong growth to justify

Verdict

Strong Buy

Multiple fundamental strengths with few red flags. Long-term buyers may find this compelling.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

Current DY

5Y Avg Annual

$0.0680

Last Payment

$0.0200

Ex-Date

03/01/2017

Annual dividends paid per share

2013
2017
Ex-DatePaymentAmountEst. DY
Latest03/01/2017
03/17/2017$0.02000.01%
11/30/2016
12/16/2016$0.02000.01%
09/12/2016
09/28/2016$0.02000.01%
05/23/2016
06/08/2016$0.02000.01%
03/07/2016
03/23/2016$0.02000.01%
11/30/2015
12/16/2015$0.02000.01%
09/14/2015
09/30/2015$0.02000.01%
05/22/2015
06/07/2015$0.02000.01%

Magic Number

Shares needed to self-fund your next purchase

$1,169.57

Price

÷

$0.0200

Last div. (quarterly)

=

58,479

shares

Own 58,479 FICO shares ($68,395,284.03) and each quarterly dividend pays for 1 new share — the snowball runs on its own.

Investment target

$68,395,284.03

New shares / year

+4 shares

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

EPS (TTM)

$31.55

P/E (TTM)

37.1

Fwd P/E

21.5

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$27.12B
P/E Ratio37.07
Forward P/E21.49
P/B Ratio
PEG Ratio0.79
EPS (TTM)$31.55

Trading

Open
Day High
Day Low
52W High$1998.01
52W Low$870.01
Volume
Avg Volume (3M)368,498
Beta1.28

Dividends

Dividend Yield
Annual Rate
Ex-Div Date2017-03-01
Payout Ratio0.00%

Profitability

Profit Margin33.67%
Operating Margin58.19%
ROE
ROA36.92%
Revenue Growth38.70%
Earnings Growth69.00%

Balance Sheet

Total Revenue$2.26B
Total Debt$3.66B
Debt / Equity
Current Ratio2.22
Free Cash Flow$730.54M

Fair Value Estimates

Current price: $1169.57

Graham Number

√(22.5 × EPS × Book Value)

N/A

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

$1.13

-99.9% downside

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

7/10

100% score

Pays dividends

15Y hist.

15+ years of dividend history

Dividend consistency (5Y+)

15 yrs

Uninterrupted dividend payments for at least 5 years

ROE above 10%

Return on equity — measures how efficiently capital is used

Positive profit margin

33.7%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

+38.7%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

+69.0%

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

Low financial leverage reduces risk of distress

Current ratio above 1

2.22×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$431M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

Stock must distribute income to shareholders

Related Assets

Technology

About FICO

Fair Isaac Corporation provides analytics software in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through two segments, Scores and Software. The Scores segment offers business-to-business scoring solutions and services that give clients access to predictive credit and other scores that can be integrated into their transaction streams and decision-making processes, as well as business-to-consumer scoring solutions comprising myFICO.com subscription offerings. Its Software segment provides pre-configured analytic and decision management solution designed for various business needs or processes, such as account origination, customer management, customer engagement, fraud detection, and marketing, as well as associated professional services. This segment also offers FICO Platform, a modular software offering designed to support advanced analytic and decision use cases, as well as stand-alone analytic and decisioning software that can be configured by customers to address a wide range of business use cases. In addition, the company offers analytic and decisioning software comprising FICO Decision Modeler, FICO Blaze Advisor, FICO Xpress Optimization, FICO Analytics Workbench, FICO Data Orchestrator, FICO DMP Streaming, FICO Business Outcome Simulator, and FICO Decision Optimizer; pre-configured solutions consisting of FICO Fraud Solutions, FICO Originations, FICO Customer Communication Service, FICO Strategy Director, and FICO TRIAD Customer Manager; and professional services software, including FICO Implementation Services and FICO Analytic Services. It markets its products and services primarily through its direct sales organization and indirect channels, as well as online. The company was formerly known as Fair Isaac & Company, Inc. and changed its name to Fair Isaac Corporation in July 1992. Fair Isaac Corporation was founded in 1956 and is headquartered in Bozeman, Montana.

Sector

Technology

Industry

Software - Application

Location

Bozeman, United States

Employees

3,758