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| Date | Value |
|---|---|
| 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 |