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| 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 |