Finance of America Companies FOA
NYSE FOA
$14.09 -0.38 (-2.63%)
At close: Sep 18, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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