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Federal National Mortgage Association Fannie Mae (FNMAP) Stock Fundamental Analysis & AI Rating 2026

FNMAP OTC Federal & Federally-Sponsored Credit Agencies CIK: 0000310522
Updated This Month • Analysis: Mar 25, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
69% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
76% Conf

📊 FNMAP Key Takeaways

Revenue: $158.6B
Net Margin: 9.1%
Free Cash Flow: $24.0B
Current Ratio: N/A
Debt/Equity: 38.12x
EPS: $0.00
AI Rating: HOLD with 62% confidence
Federal National Mortgage Association Fannie Mae (FNMAP) receives a HOLD rating with 69% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $158.6B, net profit margin of 9.1%, and return on equity (ROE) of 13.2%, Federal National Mortgage Association Fannie Mae demonstrates mixed fundamentals in the Finance sector. Below is our complete FNMAP stock analysis for 2026.

Is Federal National Mortgage Association Fannie Mae (FNMAP) a Good Investment?

Claude

Fannie Mae demonstrates solid profitability with 9.1% net margins and strong operating cash flow of $24B, but faces critical solvency concerns with a 38.12x debt-to-equity ratio and dangerously low 0.6x interest coverage that suggests limited financial flexibility. The extreme 159,500% YoY net income growth appears anomalous and likely reflects recovery from prior losses rather than sustainable operational improvement.

ChatGPT

Fannie Mae shows a sharp rebound in reported revenue, net income, and operating cash flow, with positive ROE and solid absolute earnings generation. However, the balance sheet remains extremely leveraged, interest coverage is weak, and the quality and durability of the earnings surge appear less certain given the unusually large year-over-year swing and the structural complexity of a government-sponsored mortgage finance business. Fundamentally, this supports a neutral stance: strong earnings power, but paired with elevated balance-sheet and earnings-quality risk.

Why Buy Federal National Mortgage Association Fannie Mae Stock? FNMAP Key Strengths

Claude
  • + Strong absolute cash generation with $24B operating cash flow
  • + Solid net profit margin of 9.1% demonstrating operational efficiency
  • + Reasonable 13.2% return on equity indicating acceptable shareholder returns
  • + Substantial revenue base of $158.6B providing scale
ChatGPT
  • + Revenue and net income rebounded sharply year over year, indicating materially improved operating performance
  • + Operating cash flow and free cash flow are strongly positive, supporting internal capital generation
  • + Large equity base and positive ROE show the company is still generating meaningful returns despite its scale

FNMAP Stock Risks: Federal National Mortgage Association Fannie Mae Investment Risks

Claude
  • ! Critically high leverage with 38.12x debt-to-equity ratio indicating systemic financial risk
  • ! Dangerously low interest coverage of 0.6x suggests inability to service debt from operations
  • ! Government-sponsored enterprise status creates political and regulatory execution risk
  • ! Extreme YoY metrics suggest volatility and potential accounting normalization effects rather than true growth
  • ! Minimal ROA of 0.3% despite $4.3T asset base indicates poor asset utilization efficiency
ChatGPT
  • ! Very high leverage, with liabilities of $4.21T and debt-to-equity of 38.12x, leaves little margin for balance-sheet stress
  • ! Interest coverage of 0.6x suggests limited earnings cushion relative to financing costs
  • ! The extreme year-over-year income swing raises questions about earnings quality and sustainability

Key Metrics to Watch

Claude
  • * Interest coverage ratio trend - must improve above 1.5x for safety
  • * Debt-to-equity ratio - target below 20x for federally-sponsored entity
  • * Net interest margin sustainability amid rate environment changes
  • * Operating cash flow consistency and quality
  • * Regulatory capital requirements and compliance status
ChatGPT
  • * Net interest spread and interest coverage trend
  • * Credit losses / loan loss provisions and capital-to-assets ratio

Federal National Mortgage Association Fannie Mae (FNMAP) Financial Metrics & Key Ratios

Revenue
$158.6B
Net Income
$14.4B
EPS (Diluted)
$0.00
Free Cash Flow
$24.0B
Total Assets
$4.3T
Cash Position
$11.5B

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

FNMAP Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 11.3%
Net Margin 9.1%
ROE 13.2%
ROA 0.3%
FCF Margin 15.1%

FNMAP vs Finance Sector: How Federal National Mortgage Association Fannie Mae Compares

How Federal National Mortgage Association Fannie Mae compares to Finance sector averages

Net Margin
FNMAP 9.1%
vs
Sector Avg 25.0%
FNMAP Sector
ROE
FNMAP 13.2%
vs
Sector Avg 12.0%
FNMAP Sector
Current Ratio
FNMAP 0.0x
vs
Sector Avg 1.2x
FNMAP Sector
Debt/Equity
FNMAP 38.1x
vs
Sector Avg 2.0x
FNMAP Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Federal National Mortgage Association Fannie Mae Stock Overvalued? FNMAP Valuation Analysis 2026

Based on fundamental analysis, Federal National Mortgage Association Fannie Mae shows some fundamental concerns relative to the Finance sector in 2026.

Return on Equity
13.2%
Sector avg: 12%
Net Profit Margin
9.1%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
38.12x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Federal National Mortgage Association Fannie Mae Balance Sheet: FNMAP Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
38.12x
Debt/Assets
97.5%
Interest Coverage
0.60x
Long-term Debt
$4.2T

FNMAP Revenue & Earnings Growth: 5-Year Financial Trend

FNMAP 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Federal National Mortgage Association Fannie Mae's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $0.00 indicates the company is currently unprofitable.

FNMAP Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
15.1%
Free cash flow / Revenue

Federal National Mortgage Association Fannie Mae Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$24.0B
Cash generated from operations
Dividends
None
No dividend program

FNMAP SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Federal National Mortgage Association Fannie Mae (CIK: 0000310522)

📋 Recent SEC Filings

Date Form Document Action
Feb 23, 2026 8-K fnm-20260223.htm View →
Feb 11, 2026 8-K fnm-20260211.htm View →
Feb 11, 2026 10-K fnm-20251231.htm View →
Feb 6, 2026 8-K fnm-20260203.htm View →
Oct 29, 2025 8-K fnm-20251023.htm View →

Frequently Asked Questions about FNMAP

What is the AI rating for FNMAP?

Federal National Mortgage Association Fannie Mae (FNMAP) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 69% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are FNMAP's key strengths?

Claude: Strong absolute cash generation with $24B operating cash flow. Solid net profit margin of 9.1% demonstrating operational efficiency. ChatGPT: Revenue and net income rebounded sharply year over year, indicating materially improved operating performance. Operating cash flow and free cash flow are strongly positive, supporting internal capital generation.

What are the risks of investing in FNMAP?

Claude: Critically high leverage with 38.12x debt-to-equity ratio indicating systemic financial risk. Dangerously low interest coverage of 0.6x suggests inability to service debt from operations. ChatGPT: Very high leverage, with liabilities of $4.21T and debt-to-equity of 38.12x, leaves little margin for balance-sheet stress. Interest coverage of 0.6x suggests limited earnings cushion relative to financing costs.

What is FNMAP's revenue and growth?

Federal National Mortgage Association Fannie Mae reported revenue of $158.6B.

Does FNMAP pay dividends?

Federal National Mortgage Association Fannie Mae does not currently pay dividends.

Where can I find FNMAP SEC filings?

Official SEC filings for Federal National Mortgage Association Fannie Mae (CIK: 0000310522) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FNMAP's EPS?

Federal National Mortgage Association Fannie Mae has a diluted EPS of $0.00.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is FNMAP a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Federal National Mortgage Association Fannie Mae has a HOLD rating with 69% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is FNMAP stock overvalued or undervalued?

Valuation metrics for FNMAP: ROE of 13.2% (sector avg: 12%), net margin of 9.1% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.

Should I buy FNMAP stock in 2026?

Our dual AI analysis gives Federal National Mortgage Association Fannie Mae a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is FNMAP's free cash flow?

Federal National Mortgage Association Fannie Mae's operating cash flow is $24.0B, with capital expenditures of N/A. FCF margin is 15.1%.

How does FNMAP compare to other Finance stocks?

Vs Finance sector averages: Net margin 9.1% (avg: 25%), ROE 13.2% (avg: 12%), current ratio N/A (avg: 1.2).

Is Federal National Mortgage Association Fannie Mae carrying too much debt?

FNMAP has a debt-to-equity ratio of 38.12x, which is above the Finance sector average of 2x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 25, 2026 | Data as of: 2025-12-31 | Powered by Claude AI