Finance of America Companies (FOA) Invested Capital (2020 - 2026)
Finance of America Companies' (FOA) quarterly Invested Capital came in at $1.3 billion in Q1 2026, down 4.72% on a YoY basis from $1.4 billion in Q1 2025, and down 15.53% quarter-over-quarter from $1.6 billion in Q4 2025.
Analysis
Finance of America Companies (FOA) Invested Capital (2020 - 2026) Analysis & Trends
Finance of America Companies (FOA) has reported Invested Capital for 7 consecutive years, with $1.3 billion the latest figure, recorded in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital fell 4.72% year-over-year to $1.3 billion; the trailing twelve-month figure through Mar 2026 stood at $1.3 billion (down 4.72% YoY), and the FY2025 full-year result was $1.6 billion, up 28.32% from the prior year.
- Invested Capital slipped to $1.3 billion in Q1 2026 per FOA's latest filing, from $1.6 billion in the prior quarter.
- Across five years, Invested Capital topped out at $7.2 billion in Q1 2022 and bottomed at $956.4 million in Q3 2023.
- Historically, Invested Capital has averaged $2.0 billion across 5 years, with a median of $1.4 billion in 2025.
- The sharpest annual moves came in 2023 and 2024: Invested Capital sank 77.68% in 2023, then soared 57.99% in 2024.
- Over 5 years, Invested Capital stood at $1.7 billion in 2022, then slumped by 30.68% to $1.2 billion in 2023, then grew by 2.75% to $1.2 billion in 2024, then climbed by 28.32% to $1.6 billion in 2025, then declined by 15.53% to $1.3 billion in 2026.
- According to Business Quant data, Invested Capital over the past three periods registered $1.3 billion, $1.6 billion, and $1.4 billion for Q1 2026, Q4 2025, and Q1 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 46.15 Bn | 43.05 Bn | - | 40.19 Bn |
| 2 | Federal National Mortgage Association Fannie Mae | 30.33 Bn | 30.33 Bn | - | - |
| 3 | Figure Technology Solutions | 7.94 Bn | 6.40 Bn | 196.67 Mn | 2.80 Bn |
| 4 | PennyMac Financial Services | 3.45 Bn | 2.70 Bn | 480.08 Mn | 9.17 Bn |
| 5 | Federal Agricultural Mortgage | 2.40 Bn | 1.36 Bn | - | 71.33 Bn |
| 6 | UWM Holdings | 2.01 Bn | 2.36 Bn | - | 3.97 Bn |
| 7 | Walker & Dunlop | 1.26 Bn | 1.11 Bn | - | 2.54 Bn |
| 8 | CNFinance Holdings | 1.25 Bn | 1.25 Bn | - | 525.33 Mn |
| 9 | Velocity Financial | 630.27 Mn | -6.82 Bn | - | 1.30 Bn |
| 10 | Finance of America Companies | 125.92 Mn | 125.92 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 1.34 Bn |
| Dec 31, 2025 | 1.58 Bn |
| Mar 31, 2025 | 1.40 Bn |
| Dec 31, 2024 | 1.23 Bn |
| Sep 30, 2024 | 1.51 Bn |
| Jun 30, 2024 | 1.33 Bn |
| Mar 31, 2024 | 1.33 Bn |
| Dec 31, 2023 | 1.20 Bn |
| Sep 30, 2023 | 956.42 Mn |
| Jun 30, 2023 | 1.35 Bn |
| Mar 31, 2023 | 1.60 Bn |
| Dec 31, 2022 | 1.73 Bn |
| Sep 30, 2022 | 2.88 Bn |
| Jun 30, 2022 | 3.46 Bn |
| Mar 31, 2022 | 7.18 Bn |
| Dec 31, 2021 | 4.43 Bn |
| Sep 30, 2021 | 8.09 Bn |
| Jun 30, 2021 | 7.66 Bn |
| Dec 31, 2020 | 5.78 Bn |