Affirm Holdings (AFRM) Share-based Compensation (2020 - 2026)

Affirm Holdings (AFRM) recorded quarterly Share-based Compensation of $73.8 million in Q1 2026, down 5.09% quarter-over-quarter from $77.8 million in Q4 2025, and down 2.34% on a YoY basis from $75.6 million in Q1 2025.

Affirm Holdings (AFRM) Share-based Compensation (2020 - 2026) Analysis & Trends

Affirm Holdings' Share-based Compensation history runs 7 years deep, the most recent figure standing at $73.8 million for Q1 2026.

  • In Q1 2026, Share-based Compensation fell 2.34% year-over-year to $73.8 million; the TTM figure through Mar 2026 stood at $303.0 million (down 5.57% YoY), while the FY2025 annual figure was $321.4 million, down 6.7% from the prior year.
  • Share-based Compensation was $73.8 million for Q1 2026 at Affirm Holdings, down from $77.8 million in the prior quarter.
  • In the past five years, Share-based Compensation ranged from a high of $121.8 million in Q4 2022 to a low of $64.9 million in Q2 2024.
  • Historically, Share-based Compensation has averaged $92.0 million across 5 years, with a median of $90.2 million in 2023.
  • Biggest YoY gain for Share-based Compensation was 37.54% in 2022; the steepest drop was 45.23% in 2022.
  • A 5-year view of Share-based Compensation shows it stood at $121.8 million in 2022, then dropped by 25.96% to $90.2 million in 2023, then retreated by 4.51% to $86.1 million in 2024, then declined by 9.64% to $77.8 million in 2025, then slipped by 5.09% to $73.8 million in 2026.
  • The last three Share-based Compensation figures came in at $73.8 million (Q1 2026), $77.8 million (Q4 2025), and $85.9 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Stock Comp. (Qtr)
1 Visa 534.76 Bn 522.36 Bn - 275.00 Mn
2 Mastercard 431.99 Bn 421.78 Bn - 136.00 Mn
3 American Express 214.01 Bn 159.96 Bn 17.43 Bn 203.00 Mn
4 Capital One Financial 112.27 Bn 35.78 Bn - 131.00 Mn
5 PayPal Holdings 37.67 Bn 28.32 Bn 7.84 Bn 259.00 Mn
6 Synchrony Financial 24.15 Bn 3.59 Bn - -
7 Affirm Holdings 21.85 Bn 20.12 Bn 261.64 Mn 73.84 Mn
8 SoFi Technologies 21.08 Bn 17.68 Bn 929.25 Mn 72.01 Mn
9 Ally Financial 13.14 Bn 12.70 Bn 1.98 Bn -
10 Credit Acceptance 6.45 Bn 6.42 Bn 562.70 Mn 13.00 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 73.84 Mn
Mar 31, 2026 73.84 Mn
Dec 31, 2025 77.80 Mn
Dec 31, 2025 77.80 Mn
Sep 30, 2025 85.85 Mn
Sep 30, 2025 85.85 Mn
Jun 30, 2025 65.50 Mn
Jun 30, 2025 65.50 Mn
Mar 31, 2025 75.61 Mn
Mar 31, 2025 75.61 Mn
Dec 31, 2024 86.10 Mn
Dec 31, 2024 86.10 Mn
Sep 30, 2024 94.23 Mn
Sep 30, 2024 94.23 Mn
Jun 30, 2024 64.91 Mn
Jun 30, 2024 64.91 Mn
Mar 31, 2024 77.08 Mn
Mar 31, 2024 77.08 Mn
Dec 31, 2023 90.16 Mn
Dec 31, 2023 90.16 Mn