Fair Isaac: Score Prices Shall Keep Rising

Core Insights - Fair Isaac Corporation (FICO) stock has more than doubled in price since November 2023 due to outstanding performance [1] Company Analysis - FICO is focused on identifying high-quality companies with competitive advantages that can exponentially compound cash flow while trading at fair prices [1] - The company seeks profitable businesses operating in growing sectors, characterized by high returns on capital, expanding margins, low debt, and management with vested interests [1] - FICO applies both quantitative valuation measures (multiples and DCF) and qualitative analysis to assess expected growth and provide a competitive advantage to investors [1] Market Dynamics - The investment approach of FICO emphasizes long-term growth in companies capable of deploying capital at high returns on invested capital (ROIC) over the coming years [1]