Fair Isaac Corporation (FICO)
Fair Isaac develops the FICO credit score and analytics software used by lenders to assess consumer risk.
Information Technology stock comparison
FICO vs GLW: which business are you actually underwriting?
Compare Fair Isaac Corporation with Corning Incorporated using their business models, SEC classifications, fiscal calendars, current primary filings, and the research questions that matter. This is a thesis framework—not a price target or automatic winner.
- Sector
- Information
- Industry
- Different SIC
- Shared themes
- 1
- Updated
- 2026-02-12
FICO vs GLW: quick comparison
| Company fact | FICO | GLW |
|---|---|---|
| Company | Fair Isaac Corporation | Corning Incorporated |
| Exchange | NYSE | NYSE |
| Headquarters | Not recorded | Not recorded |
| Founded | Not recorded | Not recorded |
| SEC industry | Services-Business Services, NEC | Drawing & Insulating of Nonferrous Wire |
| Fiscal year-end | September 30 | December 31 |
| Latest annual filing | 10-K · 2025-11-07 | 10-K · 2026-02-12 |
How the businesses differ
Corning Incorporated (GLW)
Corning makes specialty glass, ceramics, and optical fiber for smartphone screens, displays, and telecom networks.
The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. FICO is classified by the SEC as Services-Business Services, NEC, while GLW is classified as Drawing & Insulating of Nonferrous Wire. The different industry codes are a warning against treating sector membership as proof of identical economics.
Which thesis does each company fit?
Use the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.
Study FICO when…
- The AI capital-expenditure cycle
- Interest rates and the cost of long-duration growth
- Enterprise IT budgets and cloud migration
- Export controls and the US–China chip race
Study GLW when…
- The AI capital-expenditure cycle
- Interest rates and the cost of long-duration growth
- Enterprise IT budgets and cloud migration
- Export controls and the US–China chip race
Shared research themes
US markets
SEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.FICO's fiscal year ends September 30, while GLW's ends December 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House Clerk snapshot contains 1matched transaction row for FICOand 0 for GLW. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
FICO primary filings
GLW primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
FICO vs GLW FAQs
Are FICO and GLW direct competitors?
Fair Isaac Corporation and Corning Incorporated sit in the same Information Technology sector but have different SEC industry classifications. The comparison is most useful for portfolio role and sector exposure, not as a claim that every product competes directly.
Which is better, FICO or GLW?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this FICO vs GLW comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. Use a regulated broker or licensed quote provider for current prices, then use the primary filings here to test the business thesis.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-08-10. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-08-10. Independent educational research; not investment advice.
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