Finance of America Companies (FOA) Return on Invested Capital [ROIC] (2021 - 2026)
Finance of America Companies (FOA) recorded Return on Invested Capital [ROIC] of 57.71% in Q2 2026, down 67.22 percentage points from 124.92% a year earlier and down 55.30 percentage points from the prior quarter.
Powered by 
Analysis
Finance of America Companies (FOA) Return on Invested Capital [ROIC] (2021 - 2026) Analysis & Trends
For FY2025, Finance of America Companies reported Return on Invested Capital [ROIC] of 121.90%, down 8.37 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has a four-year change of +145.30 percentage points (FY2021 to FY2025).
- Across earlier years, Return on Invested Capital [ROIC] came in at 130.28% in FY2024 (+49.15 pp), 81.13% in FY2023 (+88.05 pp), -6.92% in FY2022 (+16.48 pp) and -23.40% in FY2021.
- The Q2 2026 figure is the lowest quarterly Return on Invested Capital [ROIC] since Q3 2023.
- On a year-over-year basis, Return on Invested Capital [ROIC] rose in five of the last eight quarters, with an average year-over-year change of +9.25 percentage points.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 108.70 percentage points in Q2 2024, against a drop of 67.22 percentage points in Q2 2026 at the low end.
- Per Business Quant, the preceding three quarters came in at 113.00% (Q1 2026), 124.50% (Q4 2025) and 119.62% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 44.05 Bn | 29.73 Bn | - | 2.43% |
| 2 | Orix | 40.96 Bn | 10.18 Bn | 12.74 Bn | 2.96% |
| 3 | Royalty Pharma | 36.72 Bn | 36.63 Bn | - | - |
| 4 | Affirm Holdings | 23.63 Bn | 17.32 Bn | - | 5.55% |
| 5 | Federal National Mortgage Association Fannie Mae | 23.47 Bn | 23.47 Bn | - | 2.81% |
| 6 | Synchrony Financial | 22.90 Bn | -44.72 Bn | - | 25.70% |
| 7 | Royal Gold | 19.26 Bn | 18.48 Bn | 390.45 Mn | 9.67% |
| 8 | Annaly Capital Management | 13.77 Bn | 4.86 Bn | - | 16.56% |
| 9 | Ares Capital | 13.38 Bn | 10.82 Bn | - | - |
| 10 | Finance of America Companies | 101.70 Mn | -230.48 Mn | - | 3.47% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 3.47% |
| Mar 31, 2026 | 8.07% |
| Dec 31, 2025 | 8.49% |
| Sep 30, 2025 | 8.12% |
| Jun 30, 2025 | 9.18% |
| Mar 31, 2025 | 8.76% |
| Dec 31, 2024 | 8.03% |
| Sep 30, 2024 | 9.98% |
| Jun 30, 2024 | 8.05% |
| Mar 31, 2024 | 6.63% |
| Dec 31, 2023 | 5.34% |
| Sep 30, 2023 | 2.24% |
| Jun 30, 2023 | 0.66% |
| Mar 31, 2023 | -0.61% |
| Dec 31, 2022 | -1.59% |
| Sep 30, 2022 | -0.78% |
| Jun 30, 2022 | -0.09% |
| Mar 31, 2022 | 0.42% |
| Sep 30, 2021 | 0.55% |
API Access
Finance of America Companies Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=FOA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "FOA", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=FOA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();