--- title: "Fair Isaac Industry Context" description: "Industry Context for Fair Isaac (FICO)." canonical: https://www.getswoopr.com/stocks/companies/fair-isaac/industry-context/ source: "Swoopr Investment: https://www.getswoopr.com" --- **Direct answer:** This research guide covers industry context analysis for Fair Isaac Industry Context using primary SEC filings as the source of record. Each section identifies what to verify, where to find it, and why it matters to an investment decision. Figures must be confirmed against current filings before use. # Fair Isaac Industry Context ## How Does FAIR ISAAC CORP Sit in Its SEC Industry Classification? FAIR ISAAC CORP files under SEC standard industrial classification 7389, Services-Business Services, NEC. Among the 62 companies Swoopr covers under SIC 7389, its latest reported revenue of $2.0 billion ranks 29th. The comparison uses each company's own latest fiscal year, which can differ by up to a year across the group. | Measure | FAIR ISAAC CORP (FY2025) | Peer reference | | --- | --- | --- | | Revenue | $2.0 billion | 29th of 62 | | Operating margin | 46.5% | 8.5% (median of 30 peers with a quarter to four times its revenue) | | Revenue growth | +15.9% | +9.6% (median of 30 peers with a quarter to four times its revenue) | Companies of similar size in the same classification: [ExlService Holdings, Inc.](https://www.getswoopr.com/stocks/companies/exlservice-holdings-inc/) ($2.1 billion), [Alight, Inc. / Delaware](https://www.getswoopr.com/stocks/companies/alight-inc/) ($2.3 billion), [ZILLOW GROUP, INC.](https://www.getswoopr.com/stocks/companies/zillow-group-inc/) ($2.6 billion), [TIC Solutions, Inc.](https://www.getswoopr.com/stocks/companies/tic-solutions-inc/) ($1.5 billion), [WEX Inc.](https://www.getswoopr.com/stocks/companies/wex-inc/) ($2.7 billion). A classification code groups companies by how they describe their main business to the SEC, so two companies with the same code can still differ in customers, geography and cost structure. Treat the comparison as a starting point for the questions below. ## Where value can be captured The digital value chain can include semiconductor and server suppliers, cloud infrastructure, networking, software development, distribution channels, app stores, enterprise procurement, and end users. The most defensible layer is often where data, workflow, or ecosystem integration raises switching costs. For Fair Isaac, name suppliers, channels, customers and infrastructure dependencies only when a reliable source establishes the relationship. The goal is to show where the company sits, what it depends on, and where bargaining power resides. ## Industry drivers - Customer Additions: connect this driver to a disclosed KPI and to the financial statement line it influences. - Seat Or Workload Growth: connect this driver to a disclosed KPI and to the financial statement line it influences. - Pricing: connect this driver to a disclosed KPI and to the financial statement line it influences. - Retention And Expansion: connect this driver to a disclosed KPI and to the financial statement line it influences. - Usage Or Consumption: connect this driver to a disclosed KPI and to the financial statement line it influences. - Product Adoption: connect this driver to a disclosed KPI and to the financial statement line it influences. - Sales Efficiency: connect this driver to a disclosed KPI and to the financial statement line it influences. - New Modules Or Platform Expansion: connect this driver to a disclosed KPI and to the financial statement line it influences. ## Macro connections - Enterprise It Spending: document the transmission mechanism rather than assuming correlation. - Advertising Spending Where Relevant: document the transmission mechanism rather than assuming correlation. - Cloud Adoption: document the transmission mechanism rather than assuming correlation. - Interest Rates Through Valuation And Customer Budgets: document the transmission mechanism rather than assuming correlation. - Labor Costs: document the transmission mechanism rather than assuming correlation. - Cybersecurity Spending: document the transmission mechanism rather than assuming correlation. ## Peer map A starting peer group from the current S&P 500 classification is **Adobe Inc., Autodesk, Cadence Design Systems, Datadog, Intuit, Oracle Corporation**. Some may be adjacent rather than direct competitors. The latest Fair Isaac filing and credible industry sources should refine the map. ## Questions for the supply-chain map - Which inputs are scarce, concentrated, regulated, or difficult to substitute? - Which layer has the highest switching costs? - Where can capacity expand quickly, and where does it take years? - Which participants bear inventory, credit, commodity, or utilization risk? - Is Fair Isaac's advantage located in intellectual property, physical assets, licenses, distribution, brand, data, or customer integration? - Which dependency could become a bottleneck under stress? ## References The evergreen analysis above is anchored to verified index metadata and a filing-first research workflow. Time-sensitive financial figures are refreshed from the latest primary filings. - [S&P Dow Jones Indices: S&P 500](https://www.spglobal.com/spdji/en/indices/equity/sp-500/) - [SEC EDGAR company filings for Fair Isaac](https://www.sec.gov/edgar/browse/?CIK=814547&owner=exclude&action=getcompany) - [SEC submissions JSON for CIK 814547](https://data.sec.gov/submissions/CIK0000814547.json) **Source-review rule:** Check any statement about current revenue, margins, management, products, segment mix, guidance, market share or capital allocation against the latest 10-K, 10-Q, 8-K, proxy statement, earnings release or official investor-relations material before relying on it. **[Swoopr Editorial Team](https://www.getswoopr.com/authors/swoopr-editorial-team/)** Swoopr's editorial team produces independent investment education content reviewed for accuracy and clarity. We do not provide personalized financial advice. 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