FICO
Fair Isaac Corp
TMT
03/16/2015
Presented
| Date | 03/11/2015 |
| Price | $83.72 |
| Market Cap | $2.63B |
| Ent Value | $3.14B |
| P/E Ratio | 31x |
| Book Value | $12.71 |
| Div Yield | 0.1% |
| Shares O/S | 31.43M |
| Ave Daily Vol | 240,000 |
| Short Int | 3.11% |
Current
| Price | $2,061.05 |
| Market Cap | $50.53B |
| Fair Isaac Corporation provides analytic, software, and data management products and services that enable businesses to automate, enhance, and connect decisions to enhance business performance worldwide. The company offers various analytical solutions, credit scoring, and credit account management products and services to banks, credit reporting agencies, credit card processing agencies, insurers, retailers, healthcare organizations, and public agencies, as well as licenses its products. It operates through three segments: Applications, Scores, and Tools. The Applications segment offers pre-configured decision management applications designed for a specific type of business problem or process, such as marketing, account origination, customer management, fraud, collections, and insurance claims management, as well as associated professional services. The Scores segment provides business-to-business scoring solutions and services that give clients access to analytics to be integrated into their transaction streams and decision-making processes; and myFICO solutions for consumers, as well as associated professional services. The Tools segment offers analytic and decision management software tools, as well as associated professional services. Fair Isaac Corporation offers a portfolio of applications, tools, and services in the cloud to clients through its FICO Analytic Cloud, FICO Solution Stack, and FICO Decision Management Platform tools. The company markets its products and services primarily through direct sales organization; indirect channels, including alliance partners and other resellers; subsidiary sales organizations; and resellers and independent distributors, as well as through online. Fair Isaac Corporation was founded in 1956 and is headquartered in San Jose, California. |
Publicly traded companies mentioned herein: Experian plc (EXPN LN), Fair Isaac Corporation (FICO)
Highlights
The presenter is long shares of Fair Isaac Corporation (FICO), and believes the company is somewhat misunderstood. FICO is best-known for its consumer credit score service (the FICO score) and fraud prevention, but the company has evolved over time. He sees substantial upside potential for the information management/ decision management business and shareholders, as there are a number of factors supporting his optimistic outlook, including: a license agreement with Experian, its new FICO Analytic Cloud platform, and multiple financial levers.
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