Shift4 Payments (FOUR) Share-based Compensation (2020 - 2026)
Shift4 Payments (FOUR) posted Share-based Compensation of $16.0 million for Q1 2026, down 72.97% on a QoQ basis from $59.2 million in Q4 2025, and down 38.46% year-over-year from $26.0 million in Q1 2025.
Shift4 Payments (FOUR) Share-based Compensation (2020 - 2026) Analysis & Trends
Shift4 Payments' Share-based Compensation history runs 7 years deep, the most recent figure standing at $16.0 million for Q1 2026.
- Quarterly Share-based Compensation fell 38.46% year-over-year to $16.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $72.0 million (down 12.09% YoY) and the FY2025 annual result came in at $82.0 million, up 26.15% from the prior year.
- Share-based Compensation was $16.0 million for Q1 2026 at Shift4 Payments, down from $59.2 million in the prior quarter.
- Across five years, Share-based Compensation topped out at $59.2 million in Q4 2025 and bottomed at -$18.4 million in Q3 2025.
- A 5-year average of $14.3 million and a median of $12.2 million in 2022 frame the typical range for Share-based Compensation.
- Annual changes were most pronounced in 2023 — Share-based Compensation surged 3000.0% — and 2025, when it sank 145.77%.
- Shift4 Payments' Share-based Compensation stood at $2.5 million in 2022, then jumped by 324.0% to $10.6 million in 2023, then gained by 28.3% to $13.6 million in 2024, then jumped by 335.29% to $59.2 million in 2025, then slumped by 72.97% to $16.0 million in 2026.
- Business Quant data shows FOUR's Share-based Compensation at $16.0 million in Q1 2026, $59.2 million in Q4 2025, and -$18.4 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Share-based Compensation (Qtr) |
|---|---|---|---|---|---|
| 1 | Microsoft | 2,920.72 Bn | 2,796.28 Bn | 56.06 Bn | 3.08 Bn |
| 2 | PagSeguro Digital | 2,685.31 Bn | 2,685.31 Bn | 358.92 Mn | 6.84 Mn |
| 3 | Oracle | 336.16 Bn | 304.27 Bn | - | 4.70 Bn |
| 4 | Repay Holdings | 334.04 Bn | 333.89 Bn | - | - |
| 5 | Palantir Technologies | 296.67 Bn | 288.65 Bn | 1.42 Bn | 201.59 Mn |
| 6 | Palo Alto Networks | 221.87 Bn | 217.33 Bn | 1.91 Bn | -261.00 Mn |
| 7 | CrowdStrike Holdings | 180.59 Bn | 177.49 Bn | 993.68 Mn | 1.09 Bn |
| 8 | Fortinet | 108.12 Bn | 104.82 Bn | 1.49 Bn | 72.50 Mn |
| 9 | Cloudflare | 93.22 Bn | 92.27 Bn | 455.60 Mn | 15.07 Mn |
| 10 | Shift4 Payments | 4.06 Bn | 3.58 Bn | 392.00 Mn | 16.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 16.00 Mn |
| Mar 31, 2026 | 16.00 Mn |
| Dec 31, 2025 | 59.20 Mn |
| Dec 31, 2025 | 59.20 Mn |
| Sep 30, 2025 | -18.40 Mn |
| Sep 30, 2025 | -18.40 Mn |
| Jun 30, 2025 | 15.20 Mn |
| Jun 30, 2025 | 15.20 Mn |
| Mar 31, 2025 | 26.00 Mn |
| Mar 31, 2025 | 26.00 Mn |
| Dec 31, 2024 | 13.60 Mn |
| Dec 31, 2024 | 13.60 Mn |
| Sep 30, 2024 | 40.20 Mn |
| Sep 30, 2024 | 40.20 Mn |
| Jun 30, 2024 | 2.10 Mn |
| Jun 30, 2024 | 2.10 Mn |
| Mar 31, 2024 | 9.10 Mn |
| Mar 31, 2024 | 9.10 Mn |
| Dec 31, 2023 | 10.60 Mn |
| Dec 31, 2023 | 10.60 Mn |