TransUnion

TRU: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Fair Isaac: Pricing to Value Getting More Complicated; Lowering Our Fair Value Estimate

Rajiv Bhatia

Sep 10, 2026

With Fair Isaac's Direct License Program delayed and a wider range of outcomes for mortgage bureau and score usage, we lower our fair value estimate on Fair Isaac.

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Fair Isaac: Pricing to Value Getting More Complicated; Lowering Our Fair Value Estimate

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