tradingkey.logo

Finance of America Companies Inc

FOA

25.810USD

+1.190+4.83%
Close 09/18, 16:00ETQuotes delayed by 15 min
285.89MMarket Cap
3.17P/E TTM

Finance of America Companies Inc

25.810

+1.190+4.83%

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Currency: USD Updated2025-09-17

Key Insights

The company's fundamentals are relatively weak. Its valuation is considered overvalued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Hold. The company is performing well in the stock market, with strong fundamentals and technicals supporting the current trend. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking
62 / 117
Overall Ranking
265 / 4723
Industry
Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analyst Rating

Based on 1 analysts
Hold
Current Rating
32.000
Target Price
+30.45%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks
Finance of America Companies Inc. offers retirement solutions platform that provides customers with access to a range of retirement offerings centered on the home. In addition, it offers capital markets and portfolio management capabilities primarily to optimize the distribution of its originated loans to investors. It has two segments: Retirement Solutions and Portfolio Management. Retirement Solutions segment includes all loan origination activity for the Company, including the origination of home equity conversion mortgages, proprietary reverse mortgage loans, and hybrid mortgage loans through both the retail and wholesale/ third-party originator channels. Portfolio Management segment provides product development, loan securitization, loan sales, risk management, servicing oversight, and asset management services for the Company. It uses a combination of proprietary and third-party intellectual property, such as owned or licensed trademarks, trademark applications and domain names.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 94.73% year-on-year.
Turnaround to Profit
The company's performance has turned profitable, with the latest annual net income of USD 15.49M.%!(EXTRA int=2)
Fairly Valued
The company’s latest PB is 0.84, at a medium 3-year percentile range.
Institutional Selling
The latest institutional holdings are 8.80M shares, decreasing 7.02% quarter-over-quarter.
Held by Leon Cooperman
Star Investor Leon Cooperman holds 1.29M shares of this stock.

Financial Health

Currency: USD Updated2025-09-17

The company's current financial score is 6.38, which is lower than the Investment Banking & Investment Services industry's average of 7.44. Its financial status is weak, and its operating efficiency is low. Its latest quarterly revenue reached 547.93M, representing a year-over-year increase of 3.41%, while its net profit experienced a year-over-year increase of 1771.76%.

Score

Industry at a Glance

Previous score
6.38
Change
0

Financials

3.32

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data

Quality of Earnings

5.41

Operational Efficiency

5.92

Growth Potential

10.00

Shareholder Returns

7.25

Company Valuation

Currency: USD Updated2025-09-17

The company’s current valuation score is 1.80, which is higher than the Investment Banking & Investment Services industry's average of 1.44. Its current P/E ratio is 1.40, which is 867.03% below the recent high of 13.56 and -15.96% above the recent low of 1.63.

Score

Industry at a Glance

Previous score
1.80
Change
0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 62/117
No Data

Earnings Forecast

Currency: USD Updated2025-09-17

The company’s current earnings forecast score is 6.00, which is lower than the Investment Banking & Investment Services industry's average of 7.27. The average price target for Finance of America Companies Inc is 32.00, with a high of 32.00 and a low of 32.00.

Score

Industry at a Glance

Previous score
6.00
Change
0

Support & Resistance

No Data

Analyst Rating

Based on 1 analysts
Hold
Current Rating
32.000
Target Price
+29.98%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

69
Total
7
Median
7
Average
Company name
Ratings
Analysts
Finance of America Companies Inc
FOA
1
Blackstone Inc
BX
23
KKR & Co Inc
KKR
21
BlackRock Inc
BLK
19
Carlyle Group Inc
CG
18
BROOKFIELD ASSET MANAGEMENT LTD
BAM
18
1
2
3
...
14

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated2025-09-17

The company’s current price momentum score is 6.64, which is lower than the Investment Banking & Investment Services industry's average of 7.45. Sideways: Currently, the stock price is trading between the resistance level at 27.80 and the support level at 22.82, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
6.55
Change
0.09

Support & Resistance

No Data

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(2)
Neutral(4)
Buy(1)
Indicators
Value
Direction
MACD(12,26,9)
-0.589
Neutral
RSI(14)
49.459
Neutral
STOCH(KDJ)(9,3,3)
22.935
Neutral
ATR(14)
1.502
High Vlolatility
CCI(14)
-45.849
Neutral
Williams %R
67.671
Sell
TRIX(12,20)
-0.072
Sell
StochRSI(14)
100.000
Buy
Moving Average
Sell(1)
Neutral(0)
Buy(5)
Indicators
Value
Direction
MA5
25.178
Buy
MA10
25.769
Buy
MA20
26.491
Sell
MA50
25.350
Buy
MA100
23.589
Buy
MA200
23.556
Buy

Institutional Confidence

Currency: USD Updated2025-09-17

The company’s current institutional recognition score is 7.00, which is higher than the Investment Banking & Investment Services industry's average of 6.74. The latest institutional shareholding proportion is 80.38%, representing a quarter-over-quarter increase of 0.69%. The largest institutional shareholder is Leon Cooperman, holding a total of 1.29M shares, representing 11.61% of shares outstanding, with 6.63% increase in holdings.

Score

Industry at a Glance

Previous score
7.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
Blackstone Tactical Opportunities Advisors L.L.C.
3.19M
--
Omega Advisors, Inc.
Star Investors
1.20M
+11.16%
Libman (Brian L)
1.14M
+0.88%
Beach Point Capital Management, LP
475.88K
--
Bloom Retirement Holdings Inc
744.94K
-9.47%
Styrax Capital, LP
395.19K
-0.00%
The Vanguard Group, Inc.
Star Investors
349.78K
+22.04%
Replay Sponsor, L.L.C.
361.40K
-52.23%
Fleming (Graham)
329.91K
+30.04%
Prahm (Jeremy)
296.57K
+33.32%
1
2

Risk Assessment

Currency: USD Updated2025-09-17

The company’s current risk assessment score is 4.13, which is lower than the Investment Banking & Investment Services industry's average of 4.89. The company's beta value is 1.54. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.

Score

Industry at a Glance

Previous score
4.13
Change
0
Beta vs S&P 500 index
1.54
VaR
+7.10%
240-Day Maximum Drawdown
+41.31%
240-Day Volatility
+95.17%
Return
Best Daily Return
60 days
+15.72%
120 days
+15.72%
5 years
+31.68%
Worst Daily Return
60 days
-6.46%
120 days
-10.16%
5 years
-28.26%
Sharpe Ratio
60 days
+1.35
120 days
+0.89
5 years
+0.02
Risk Assessment
Maximum Drawdown
240 days
+41.31%
3 years
+77.83%
5 years
+96.13%
Return-to-Drawdown Ratio
240 days
+3.78
3 years
+0.32
5 years
-0.16
Skewness
240 days
+1.44
3 years
+0.83
5 years
+0.81
Volatility
Realised Volatility
240 days
+95.17%
5 years
+86.15%
Standardised True Range
240 days
+6.43%
5 years
+6.17%
Downside Risk-Adjusted Return
120 days
+167.01%
240 days
+167.01%
Maximum Daily Upside Volatility
60 days
+49.54%
Maximum Daily Downside Volatility
60 days
+37.41%
Liquidity
Average Turnover Rate
60 days
+0.91%
120 days
+0.95%
5 years
--
Turnover Deviation
20 days
-51.57%
60 days
-58.48%
120 days
-56.73%

Peer Comparison

Investment Banking & Investment Services
Finance of America Companies Inc
Finance of America Companies Inc
FOA
5.51 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
Affiliated Managers Group Inc
AMG
7.52 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Acadian Asset Management Inc
Acadian Asset Management Inc
AAMI
7.48 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bank of New York Mellon Corp
Bank of New York Mellon Corp
BK
7.42 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Evercore Inc
Evercore Inc
EVR
7.27 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Patria Investments Ltd
Patria Investments Ltd
PAX
7.18 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
KeyAI