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

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

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

Affirm Holdings (AFRM) has reported Share-based Compensation for 7 consecutive years, with $73.8 million the latest figure, recorded in 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 came in at $73.8 million for Q1 2026 at Affirm Holdings, down from $77.8 million in the prior quarter.
  • The five-year high for Share-based Compensation was $121.8 million in Q4 2022, with the low at $64.9 million in Q2 2024.
  • Average Share-based Compensation over 5 years is $92.0 million, with a median of $90.2 million recorded in 2023.
  • The largest YoY upside for Share-based Compensation was 37.54% in 2022 against a maximum downside of 45.23% in 2022.
  • Year by year, Share-based Compensation stood at $121.8 million in 2022, then retreated by 25.96% to $90.2 million in 2023, then dropped by 4.51% to $86.1 million in 2024, then decreased by 9.64% to $77.8 million in 2025, then fell by 5.09% to $73.8 million in 2026.
  • According to Business Quant data, Share-based Compensation over the past three periods registered $73.8 million, $77.8 million, and $85.9 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Stock Comp. (Qtr)
1 Visa 587.74 Bn 575.34 Bn - 275.00 Mn
2 Mastercard 465.55 Bn 455.34 Bn - 136.00 Mn
3 American Express 238.39 Bn 184.35 Bn 17.43 Bn 203.00 Mn
4 PayPal Holdings 40.24 Bn 30.89 Bn 7.84 Bn 259.00 Mn
5 Affirm Holdings 28.27 Bn 26.55 Bn 261.64 Mn 73.84 Mn
6 SoFi Technologies 23.54 Bn 20.13 Bn 929.25 Mn 72.01 Mn
7 Ally Financial 14.34 Bn 13.89 Bn 1.98 Bn -
8 Credit Acceptance 7.51 Bn 7.49 Bn 562.70 Mn 13.00 Mn
9 FinVolution 6.22 Bn 4.97 Bn 311.24 Mn -
10 Sezzle 5.91 Bn 5.79 Bn - 1.32 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