Fair Isaac vs Unity Software
Fair Isaac reported revenue of $2.0 billion in fiscal 2025, about the same as Unity Software's $1.8 billion in fiscal 2025. Fair Isaac's revenue grew 15.9% in its latest year, and Unity Software's grew 2.0%. Fair Isaac had an operating margin of 46.5%, against -25.9% at Unity Software. Free cash flow was $770 million at Fair Isaac and $404 million at Unity Software. Their fiscal years end in different months (September 30 and December 31), so the periods don't line up exactly.
Side by side
| Fair Isaac | Unity Software | |
|---|---|---|
| Latest fiscal year | FY2025, Sep 30, 2025 | FY2025, Dec 31, 2025 |
| Revenue | $2.0B | $1.8B |
| Revenue growth | 15.9% | 2.0% |
| Revenue growth a year, last 5 years | 9.0% | 19.1% |
| Gross margin | 82.2% | 74.2% |
| Operating margin | 46.5% | −25.9% |
| Net margin | 32.8% | −21.8% |
| Free cash flow | $770M | $404M |
| Free cash flow margin | 38.7% | 21.8% |
| Return on capital | 65.6% | −10.3% |
| Net debt to EBITDA | 3.1x | — |
| Dividends and buybacks | $1.4B | $0M |
| Change in diluted share count | −2.1% | 6.3% |
| Last close | $708.07 | $40.33 |
| P/E at the last close | 20.5× | — |
| Insider trades, last 12 months | sold $10.6 million | sold $86.2 million |
| Piotroski F-score | 7 of 9 | 5 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
Fair IsaacUnity Software
Operating margin
Percent of revenue
Fair IsaacUnity Software
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
Fair IsaacUnity Software
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Fair Isaac and Unity Software pages.