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| 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% |