$FICO

2 theses

bullish 50%neutral 0%bearish 50%

Avg return (1m)

—

Win rate (1m)

— (0 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

$FICOr/ValueInvestingStock Analysisbullish

u/Exact-Advantage-3190 · 32d agono track record yet

Long FICO

FICO Stock has great fundamentals, buybacks at a literal record high, and VantageScore only has 20% market share after being approved

FICO has record buyback activity signaling management confidence, strong fundamentals with margin expansion and re-accelerated revenue growth, and faces minimal competition from VantageScore's 20% market share despite a 24% stock decline on just 1% revenue miss.

original post →

$FICOr/ValueInvestingDiscussionbearish

u/Delicious_Invite_127 · 33d agono track record yet

FICO is a slow growth company priced at 30x PE? What am I missing?

FICO has compounded revenue only 9% since 2020 while net income grew 22% primarily through fee increases, which are unsustainable. With margins already at record 30% and historical slow revenue growth, the company appears fairly valued or overpriced at 30x PE with limited upside ahead.

original post →

End of results.