SuperworthFair Isaac Corporation FICO
Software - Application, Technology
$681.77
−1.97%
- Market cap
- $14.7B
- PE
- 19.7×
- 10y median 50.8×
- Forward PE
- Price to sales
- 6.2×
- EV/EBIT
- 16.1×
- Revenue, 12 months
- $2.4B
- +24% on a year ago
- Net margin
- 34.1%
- Free cash flow yield
- 6.5%
Fair Isaac trades at 19.7× trailing earnings, cheaper than 100% of the last ten years. Revenue was $2.4B over the last twelve months, up 24% on a year earlier with a 34% net margin.
Charts
Financials
| Income statement | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $382.1M | $433.8M | $447.8M | $453.8M | $440M+15% | $498.7M+15% | $536.4M+20% | $515.8M+14% | $512M+16% | $691.7M+39% | $674.2M+26% | |
| Cost of revenue | $83.5M | $86.9M | $88.2M | $89.6M | $87.3M+5% | $87.6M+1% | $87.6M−1% | $91.2M+2% | $87.3M−0% | $91.2M+4% | $87M−1% |
| Gross profit | $298.6M | $346.9M | $359.6M | $364.2M | $352.6M+18% | $411.1M+19% | $448.8M+25% | $424.6M+17% | $424.7M+20% | $600.5M+46% | $587.2M+31% |
| R&D | $42.6M | $40.9M | $44.2M | $44.2M | $45.1M+6% | $45M+10% | $47.2M+7% | $51M+15% | $49.9M+11% | $53.9M+20% | $53.7M+14% |
| SG&A | $104.3M | $110.9M | $124.9M | $122.8M | $128M+23% | $120.4M+9% | $139.1M+11% | $125.5M+2% | $140.7M+10% | $144.1M+20% | $170.8M+23% |
| $151.4M | $194.8M | $190.3M | $197.2M | $179.5M+19% | $245.6M+26% | $262.5M+38% | $237.2M+20% | $234M+30% | $402.5M+64% | $362.6M+38% | |
| Interest expense | $24.2M | $26.1M | $26.9M | $28.5M | $29.5M+22% | $31.4M+20% | $32.9M+22% | $39.9M+40% | $42M+43% | $44.6M+42% | $59.9M+82% |
| Pre-tax income | $130.6M | $172.7M | $167.3M | $171.4M | $150.1M+15% | $213M+23% | $237M+42% | $202.5M+18% | $191.9M+28% | $356M+67% | $314.7M+33% |
| $9.5M | $42.9M | $41.1M | $35.7M | −$2.4M | $50.4M+17% | $55.2M+34% | $47.4M+33% | $33.6M | $91.6M+82% | $77.5M+40% | |
| Net income | $121.1M | $129.8M | $126.3M | $135.7M | $152.5M+26% | $162.6M+25% | $181.8M+44% | $155M+14% | $158.4M+4% | $264.5M+63% | $237.2M+31% |
| $4.80 | $5.16 | $5.05 | $5.44 | $6.14+28% | $6.59+28% | $7.40+47% | $6.42+18% | $6.61+8% | $11.14+69% | $10.45+41% | |
| 25.2M | 25.2M | 25M | 25.1M | 24.8M−2% | 24.7M−2% | 24.6M−2% | 24.2M−4% | 24M−4% | 23.7M−4% | 22.7M−8% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Software - Application within ten times Fair Isaac's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| FICOFair Isaac Corporation | $14.7B | 19.7× | 50.8× | 6.2× | +24% | 34.1% | |
| SSNCSS&C Technologies Holdings, Inc. | $18.5B | 22.6× | 28.1× | 2.8× | +9% | 13.2% | |
| HUBSHubSpot, Inc. | $11B | 77.8× | 251× | 3.2× | +21% | 4.3% | |
| ESTCElastic N.V. | $9.8B | 26.1× | 188× | 5.4× | +16% | 20.8% | |
| ZMZoom Communications, Inc. | $27.7B | 8.8× | 32.3× | 5.5× | +5% | 65.2% | |
| RNGRingCentral, Inc. | $6.4B | 61.2× | 76.8× | 2.5× | +5% | 4.3% | |
| ROPRoper Technologies, Inc. | $35.5B | 14.9× | 30.8× | 4.3× | +11% | 30.2% | |
| WDAYWorkday, Inc. | $44.4B | 37.4× | 73.1× | 4.4× | +13% | 12.3% | |
| VEEVVeeva Systems Inc. | $45.7B | 46.5× | 75.6× | 13.2× | +17% | 29.3% | |
| ADSKAutodesk, Inc. | $49.1B | 30.4× | 58.4× | 6.3× | +18% | 21.1% | |
| INTUIntuit Inc. | $79.4B | 18.0× | 49.3× | 3.7× | +14% | 21.3% | |
| Peer median | $31.6B | 28.2× | 65.8× | 4.3× | +14% | 21.0% |
About
- Industry
- Software - Application
- Sector
- Technology
Valuation data, not investment advice. Prices as of .