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Fair Isaac (FICO) stock fell 27% in the past month with no company news to explain it. Equifax and TransUnion fell more than 20% too. If you hold the shares, you may wonder what a full market shock would do to them. Fair Isaac's record in past shocks can size the next fall, but only if the company that fell then is yours. So is today's Fair Isaac the same company that fell in past shocks.
Fair Isaac (FICO), the maker of the FICO Score, beats Equifax, TransUnion and three other peers on revenue growth and operating margin. Yet its stock lost 59.3% over the past twelve months, the worst return in the group. So after that fall, is Fair Isaac stock worth more than its competitors.
PTC (PTC) and Fair Isaac are both owned for software that customers find hard to replace. PTC sells more to manufacturers it already serves, while Fair Isaac has raised the price of its mortgage credit score. Fair Isaac stock has lost 46% in a month, while PTC stock has lost 12.5%. Which of the two is gaining the firmer grip on its customers.
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