Finance of America Companies (FOA) Tax Rate (2020 - 2026)

Finance of America Companies (FOA) posted Tax Rate of 3.01% for Q1 2026, down 3.34% quarter-over-quarter from 3.12% in Q4 2025, and up 64.0% year-on-year from 1.84% in Q1 2025.

Finance of America Companies (FOA) Tax Rate (2020 - 2026) Analysis & Trends

Finance of America Companies (FOA) has reported Tax Rate for 7 consecutive years, with 3.01% the latest figure, recorded in Q1 2026.

  • Tax Rate for Q1 2026 came in at 3.01%, up 64.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 3.94% (up 85.0% YoY), and the FY2025 annual result was 3.11%, down 249.0% from the prior year.
  • Tax Rate was 3.01% for Q1 2026 at Finance of America Companies, down from 3.12% in the prior quarter.
  • Over five years, Tax Rate peaked at 13.23% in Q1 2022 and troughed at 30.6% in Q2 2024.
  • Average Tax Rate over 5 years is 0.64%, with a median of 2.15% recorded in 2024.
  • Year-over-year, Tax Rate slumped 3204 bps in 2024 and surged 3320 bps in 2025.
  • Over 5 years, Tax Rate stood at 2.68% in 2022, then surged by 104 bps to 0.11% in 2023, then jumped by 1839 bps to 2.18% in 2024, then jumped by 43 bps to 3.12% in 2025, then decreased by 3 bps to 3.01% in 2026.
  • Per Business Quant data, the three most recent Tax Rate figures were 3.01% in Q1 2026, 3.12% in Q4 2025, and 0.46% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Visa 587.74 Bn 575.34 Bn - 16.07%
2 Mastercard 465.55 Bn 455.34 Bn - 19.33%
3 American Express 238.39 Bn 184.35 Bn 17.43 Bn 21.36%
4 PayPal Holdings 40.24 Bn 30.89 Bn 7.84 Bn 20.10%
5 Affirm Holdings 28.27 Bn 26.55 Bn 261.64 Mn 4.19%
6 SoFi Technologies 23.54 Bn 20.13 Bn 929.25 Mn 16.45%
7 Ally Financial 14.34 Bn 13.89 Bn 1.98 Bn 20.25%
8 Credit Acceptance 7.51 Bn 7.49 Bn 562.70 Mn 22.29%
9 FinVolution 6.22 Bn 4.97 Bn 311.24 Mn -17.46%
10 Finance of America Companies 237.43 Mn -48.76 Mn 102.48 Mn 3.01%

Historic Data

Download Data
DateValue
Mar 31, 2026 3.01%
Mar 31, 2026 3.01%
Dec 31, 2025 3.12%
Dec 31, 2025 3.12%
Sep 30, 2025 -0.46%
Sep 30, 2025 -0.46%
Jun 30, 2025 2.60%
Jun 30, 2025 2.60%
Mar 31, 2025 2.38%
Mar 31, 2025 2.38%
Dec 31, 2024 2.18%
Dec 31, 2024 2.18%
Sep 30, 2024 2.13%
Sep 30, 2024 2.13%
Jun 30, 2024 -30.60%
Jun 30, 2024 -30.60%
Dec 31, 2023 0.11%
Dec 31, 2023 0.11%
Sep 30, 2023 0.06%
Sep 30, 2023 0.06%