FICO Is Cutting 15% of Its Workforce After Losing More Than Half Its Value

Impact · against what's priced in

The workforce reduction and severance costs for FICO are new headwinds, but the structural loss of mortgage pricing power—the primary driver of the recent 58% price collapse—is already reflected in the current valuation. TransUnion remains well-positioned as the market has not yet priced in the full bull-case capture of mortgage volumes from the FICO transition.

TRU+0.30

Challenges what's priced in

The price assumes