Finance of America Companies (FOA) Tax Rate (2020 - 2026)
Finance of America Companies (FOA) reported Tax Rate of 3.01% for Q1 2026, up 64.0% on a YoY basis from 1.84% in Q1 2025, and down 3.34% quarter-over-quarter from 3.12% in Q4 2025.
Finance of America Companies (FOA) Tax Rate (2020 - 2026) Analysis & Trends
Finance of America Companies has reported Tax Rate for 7 years, with the latest figure at 3.01% in Q1 2026.
- For the quarter ending Q1 2026, Tax Rate rose 64.0% year-over-year to 3.01%; the trailing twelve-month figure through Mar 2026 stood at 3.94% (up 85.0% YoY), and the FY2025 full-year result was 3.11%, down 249.0% from the prior year.
- Tax Rate for Q1 2026 stood at 3.01%, down from 3.12% in the prior quarter.
- The five-year high for Tax Rate was 13.23% in Q1 2022, with the low at 30.6% in Q2 2024.
- Historically, Tax Rate has averaged 0.64% across 5 years, with a median of 2.15% in 2024.
- Annual changes were most pronounced in 2024 — Tax Rate plunged 3204 bps — and 2025, when it soared 3320 bps.
- Finance of America Companies' 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 declined by 3 bps to 3.01% in 2026.
- The last three Tax Rate figures came in at 3.01% (Q1 2026), 3.12% (Q4 2025), and 0.46% (Q3 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Visa | 541.66 Bn | 529.25 Bn | - | 16.07% |
| 2 | Mastercard | 437.55 Bn | 427.34 Bn | - | 19.33% |
| 3 | American Express | 212.80 Bn | 158.76 Bn | 17.43 Bn | 21.36% |
| 4 | Capital One Financial | 112.47 Bn | 35.97 Bn | - | 19.19% |
| 5 | PayPal Holdings | 37.70 Bn | 28.36 Bn | 7.84 Bn | 20.10% |
| 6 | Synchrony Financial | 24.26 Bn | 3.70 Bn | - | 23.11% |
| 7 | Affirm Holdings | 21.24 Bn | 19.51 Bn | 261.64 Mn | 4.19% |
| 8 | SoFi Technologies | 20.46 Bn | 17.06 Bn | 929.25 Mn | 16.45% |
| 9 | Ally Financial | 13.30 Bn | 12.86 Bn | 1.98 Bn | 20.25% |
| 10 | Finance of America Companies | 167.47 Mn | -118.72 Mn | 102.48 Mn | 3.01% |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |