Ashleigh Rogers
Long/short equity, growth at reasonable price, value, banks

Fair Isaac Corp. Needs A Robust Credit Recovery To Move Much Higher

Despite the Great Recession having ended years ago, financial services data company Fair Isaac Corp. (NYSE:FICO) is only just now getting close to surpassing its pre-Recession revenue and net income levels. On a per share basis the stock is earning more than ever, but a broader look at the entire company reveals a firm still struggling with the after effects of the credit crisis. If economists' prognostications about a more robust US economy in 2014 prove true, then this could be a great year for FICO shareholders. Otherwise with the stock trading at a P/E multiple north of 20X and disappointing earnings, the company will remain dependent on major share buyback as a mechanism to advance investors' interests....

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