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Added to YB: 2025-05-12

Pitch date: 2025-05-09

FOA [neutral]

Finance of America Companies Inc.

+8.47%

current return

Author Info

Pernas Research is a former CIO of a $3.5B fund that now share actionable stock research. Sign up for the newsletter.

Company Info

Finance of America Companies Inc. a financial service holding company, through its subsidiaries, provides home equity-based financing solutions for a modern retirement in the United States.

Market Cap

$182.4M

Pitch Price

$21.60

Price Target

N/A

Dividend

N/A

EV/EBITDA

N/A

P/E

-288.19

EV/Sales

N/A

Sector

Financial Services

Category

growth

Show full summary:
Pernas Research Starter Position: Finance of America Companies Inc.

FOA (holdings update): Q1 reverse mortgage volume $561M (+32% YoY), GAAP income $80M vs ($16M) YoY, adj income $13M vs ($7M). Trading at 0.8x book despite targeting $10T home equity market. Industry improving as bad actors exit. New marketing campaign addressing category aversions. Operational efficiency +40% sales conversion, G&A -25% YoY.

Read full article (1 min)