Price to Operating Profit (P/OP)
since 2005
Calculation
Fair Isaac Corp., P/OP, long-term trends, calculation
| P/OP | = | Share price1, 2, 3 | ÷ | Operating profit per share1 | Operating profit per share1 | = | Operating income1 (in thousands) |
÷ | No. shares of common stock outstanding2 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Nov 6, 2024 | 69.38 | = | 2,090.63 | ÷ | 30.13 | 30.13 | = | 733,629 | ÷ | 24,347,903 | |
| Nov 8, 2023 | 36.15 | = | 940.43 | ÷ | 26.01 | 26.01 | = | 642,830 | ÷ | 24,713,557 | |
| Nov 9, 2022 | 20.43 | = | 443.77 | ÷ | 21.72 | 21.72 | = | 542,414 | ÷ | 24,975,618 | |
| Nov 10, 2021 | 21.03 | = | 388.61 | ÷ | 18.48 | 18.48 | = | 505,489 | ÷ | 27,358,353 | |
| Nov 12, 2020 | 45.39 | = | 461.72 | ÷ | 10.17 | 10.17 | = | 295,969 | ÷ | 29,098,177 | |
| Nov 8, 2019 | 37.88 | = | 331.59 | ÷ | 8.75 | 8.75 | = | 253,548 | ÷ | 28,961,612 | |
| Nov 9, 2018 | 27.54 | = | 196.33 | ÷ | 7.13 | 7.13 | = | 206,437 | ÷ | 28,955,028 | |
| Nov 9, 2017 | 26.02 | = | 153.76 | ÷ | 5.91 | 5.91 | = | 177,200 | ÷ | 29,990,221 | |
| Nov 10, 2016 | 20.65 | = | 113.19 | ÷ | 5.48 | 5.48 | = | 169,592 | ÷ | 30,940,696 | |
| Nov 10, 2015 | 19.70 | = | 87.19 | ÷ | 4.42 | 4.42 | = | 137,505 | ÷ | 31,076,089 | |
| Nov 10, 2014 | 14.03 | = | 70.73 | ÷ | 5.04 | 5.04 | = | 161,868 | ÷ | 32,106,155 | |
| Nov 12, 2013 | 12.14 | = | 56.73 | ÷ | 4.67 | 4.67 | = | 161,593 | ÷ | 34,567,208 | |
| Nov 16, 2012 | 8.54 | = | 41.19 | ÷ | 4.82 | 4.82 | = | 168,358 | ÷ | 34,915,741 | |
| Nov 18, 2011 | 9.63 | = | 34.36 | ÷ | 3.57 | 3.57 | = | 127,337 | ÷ | 35,701,425 | |
| Nov 23, 2010 | 8.28 | = | 23.52 | ÷ | 2.84 | 2.84 | = | 113,349 | ÷ | 39,887,143 | |
| Nov 24, 2009 | 8.01 | = | 19.42 | ÷ | 2.42 | 2.42 | = | 116,747 | ÷ | 48,180,993 | |
| Nov 26, 2008 | 5.38 | = | 13.57 | ÷ | 2.52 | 2.52 | = | 122,283 | ÷ | 48,477,989 | |
| Nov 28, 2007 | 12.78 | = | 37.72 | ÷ | 2.95 | 2.95 | = | 148,474 | ÷ | 50,299,240 | |
| Dec 8, 2006 | 15.70 | = | 41.49 | ÷ | 2.64 | 2.64 | = | 152,723 | ÷ | 57,788,824 | |
| Dec 14, 2005 | 14.80 | = | 44.30 | ÷ | 2.99 | 2.99 | = | 193,011 | ÷ | 64,484,661 |
Based on: 10-K (reporting date: 2024-09-30), 10-K (reporting date: 2023-09-30), 10-K (reporting date: 2022-09-30), 10-K (reporting date: 2021-09-30), 10-K (reporting date: 2020-09-30), 10-K (reporting date: 2019-09-30), 10-K (reporting date: 2018-09-30), 10-K (reporting date: 2017-09-30), 10-K (reporting date: 2016-09-30), 10-K (reporting date: 2015-09-30), 10-K (reporting date: 2014-09-30), 10-K (reporting date: 2013-09-30), 10-K (reporting date: 2012-09-30), 10-K (reporting date: 2011-09-30), 10-K (reporting date: 2010-09-30), 10-K (reporting date: 2009-09-30), 10-K (reporting date: 2008-09-30), 10-K (reporting date: 2007-09-30), 10-K (reporting date: 2006-09-30), 10-K (reporting date: 2005-09-30).
1 US$
2 Data adjusted for splits and stock dividends.
3 Closing price as at the filing date of Fair Isaac Corp. Annual Report.
- Share Price Trends
- The share price exhibits considerable volatility over the observed period. Initially, there is a decline from $44.3 in December 2005 to a low of $13.57 in late 2008, reflecting a pronounced drop likely influenced by market or company-specific factors during that time. Following this trough, a consistent upward trajectory is evident, with the share price rising steadily from 2009 onwards. Notably, from 2014 to 2024, the share price surges dramatically from $70.73 to $2090.63, indicating significant investor confidence and potential company growth or market recognition.
- Operating Profit per Share (OPPS) Dynamics
- Operating profit per share shows a general upward trend throughout the years, despite some fluctuations. Starting at $2.99 in 2005, there is a slight dip during the period ending in 2009, with the lowest figure at $2.42 in 2009, which aligns with the share price trough. Post-2009, OPPS increases steadily, reaching $30.13 in 2024. This progression suggests improving operational efficiency and profitability over time, contributing positively to shareholder value.
- Price-to-Operating Profit (P/OP) Ratio Analysis
- The P/OP ratio reveals varying market valuation relative to operating profit. During the early years, the ratio fluctuates between approximately 5.38 and 19.7, with the lowest in 2008 coinciding with low share prices and moderate operating profits. From 2010 onwards, the ratio generally increases, peaking dramatically at 69.38 in 2024. The sharp rise in P/OP in the later years indicates that the share price is growing much faster than operating profit, suggesting heightened market expectations or possible overvaluation relative to earnings.
- Overall Financial Pattern and Insights
- The data displays a company that endured a challenging period leading up to and during 2008-2009, as evidenced by declines in both share price and operating profit per share. Following this, there is a sustained recovery and significant growth phase. The steady improvement in operating profit per share attests to operational advancement and profitability improvements. Meanwhile, the share price's rapid ascent, particularly after 2013, outpaces profit growth, resulting in elevated valuation multiples by 2024. This trend may reflect increasing investor optimism, possibly driven by anticipated future growth prospects, innovation, or market dynamics that elevate expectations beyond current earnings performance.
Comparison to Competitors
Fair Isaac Corp., P/OP, long-term trends, comparison to competitors
| Fair Isaac Corp. | Accenture PLC | Adobe Inc. | Cadence Design Systems Inc. | CrowdStrike Holdings Inc. | Intuit Inc. | Microsoft Corp. | Oracle Corp. | Palantir Technologies Inc. | Palo Alto Networks Inc. | Salesforce Inc. | ServiceNow Inc. | Synopsys Inc. | Workday Inc. | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nov 6, 2024 | 69.38 | 23.52 | 26.38 | 52.42 | — | 48.11 | 28.73 | 25.65 | 941.61 | 159.88 | 58.80 | 152.95 | 56.25 | 381.31 |
| Nov 8, 2023 | 36.15 | 21.69 | 40.52 | 65.43 | — | 49.04 | 27.76 | 25.30 | 431.61 | 193.40 | 177.62 | 206.26 | 67.90 | — |
| Nov 9, 2022 | 20.43 | 16.83 | 25.85 | 47.21 | — | 46.05 | 24.72 | 16.51 | — | — | 357.52 | 260.26 | 43.85 | — |
| Nov 10, 2021 | 21.03 | 28.35 | 40.64 | 48.13 | — | 62.00 | 30.79 | 14.31 | — | — | 431.39 | 436.46 | 75.64 | — |
| Nov 12, 2020 | 45.39 | 22.21 | 51.75 | 57.54 | — | 41.56 | 29.30 | 12.17 | — | — | 511.08 | 583.07 | 59.90 | — |
| Nov 8, 2019 | 37.88 | 18.63 | 51.63 | 40.67 | — | 40.45 | 24.54 | 13.83 | — | — | 223.46 | 1,590.30 | 40.48 | — |
| Nov 9, 2018 | 27.54 | 16.75 | 42.06 | 40.66 | — | 37.92 | 23.63 | 12.83 | — | — | 395.31 | — | 35.54 | — |
| Nov 9, 2017 | 26.02 | 19.47 | 44.86 | 35.08 | — | 25.94 | 24.93 | 16.52 | — | — | 908.77 | — | 37.64 | — |
| Nov 10, 2016 | 20.65 | 15.44 | 36.62 | 33.61 | — | 23.33 | 21.70 | 13.09 | — | — | 411.51 | — | 28.34 | — |
| Nov 10, 2015 | 19.70 | 15.66 | 49.21 | 22.23 | — | 31.60 | 20.57 | 12.84 | — | — | — | — | 25.82 | — |
| Nov 10, 2014 | 14.03 | 11.94 | 86.32 | 26.17 | — | 18.25 | 12.81 | 12.12 | — | — | — | — | 26.04 | — |
| Nov 12, 2013 | 12.14 | 11.50 | 71.49 | 22.85 | — | 15.12 | 9.91 | 9.51 | — | — | — | — | 24.81 | — |
| Nov 16, 2012 | 8.54 | 11.84 | 16.04 | 18.94 | — | 15.05 | 11.23 | 9.91 | — | 1,147.44 | — | — | 25.46 | — |
| Nov 18, 2011 | 9.63 | 11.55 | 14.01 | 26.88 | — | 14.19 | 8.55 | 13.61 | — | — | 166.46 | — | 18.21 | — |
| Nov 23, 2010 | 8.28 | 10.76 | 17.20 | — | — | 16.51 | 9.27 | 11.95 | — | — | 83.25 | — | 22.01 | — |
| Nov 24, 2009 | 8.01 | 10.49 | 26.10 | — | — | 13.11 | 10.42 | 12.94 | — | — | 59.54 | — | 15.18 | — |
| Nov 26, 2008 | 5.38 | 7.72 | 10.04 | — | — | 15.15 | 10.44 | 13.68 | — | — | 350.81 | — | 11.75 | — |
| Nov 28, 2007 | 12.78 | 12.16 | 22.98 | 9.72 | — | 15.13 | 56.63 | 16.87 | — | — | — | — | 32.49 | — |
| Dec 8, 2006 | 15.70 | 14.25 | 41.03 | 26.13 | — | 20.38 | 48.35 | 16.72 | — | — | 214.74 | — | 131.87 | — |
| Dec 14, 2005 | 14.80 | 10.72 | 31.95 | 43.13 | — | 15.31 | 59.14 | 17.01 | — | — | 233.65 | — | — | — |
Based on: 10-K (reporting date: 2024-09-30), 10-K (reporting date: 2023-09-30), 10-K (reporting date: 2022-09-30), 10-K (reporting date: 2021-09-30), 10-K (reporting date: 2020-09-30), 10-K (reporting date: 2019-09-30), 10-K (reporting date: 2018-09-30), 10-K (reporting date: 2017-09-30), 10-K (reporting date: 2016-09-30), 10-K (reporting date: 2015-09-30), 10-K (reporting date: 2014-09-30), 10-K (reporting date: 2013-09-30), 10-K (reporting date: 2012-09-30), 10-K (reporting date: 2011-09-30), 10-K (reporting date: 2010-09-30), 10-K (reporting date: 2009-09-30), 10-K (reporting date: 2008-09-30), 10-K (reporting date: 2007-09-30), 10-K (reporting date: 2006-09-30), 10-K (reporting date: 2005-09-30).