Wayfair (W) Share-based Compensation (2013 - 2026)
Wayfair (W) posted quarterly Share-based Compensation of $29.0 million for Q1 2026, down 17.14% quarter-over-quarter from $35.0 million in Q4 2025.
Analysis
Wayfair (W) Share-based Compensation (2013 - 2026) Analysis & Trends
Wayfair (W) has reported Share-based Compensation for 13 consecutive years, with $29.0 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Share-based Compensation changed N/A year-over-year to $29.0 million; the TTM figure through Mar 2026 stood at $118.0 million (up 199.16% YoY), while the FY2025 annual figure was $89.0 million, changed N/A from the prior year.
- Share-based Compensation fell to $29.0 million in Q1 2026 per W's latest filing, from $35.0 million in the prior quarter.
- Across five years, Share-based Compensation topped out at $164.0 million in Q2 2023 and bottomed at -$214.0 million in Q3 2024.
- Historically, Share-based Compensation has averaged $82.4 million across 5 years, with a median of $122.0 million in 2022.
- Annual changes were most pronounced in 2024 — Share-based Compensation plunged 253.96% — and 2025, when it jumped 72.63%.
- Wayfair's Share-based Compensation stood at $158.0 million in 2022, then changed by 0.0% to $158.0 million in 2023, then sank by 235.44% to -$214.0 million in 2024, then soared by 116.36% to $35.0 million in 2025, then dropped by 17.14% to $29.0 million in 2026.
- Business Quant data shows W's Share-based Compensation at $29.0 million in Q1 2026, $35.0 million in Q4 2025, and -$110.0 million in Q3 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Share-based Compensation (Qtr) |
|---|---|---|---|---|---|
| 1 | Amazon Com | 2,746.20 Bn | 2,623.21 Bn | 198.88 Bn | 10.07 Bn |
| 2 | PDD Holdings | 116.28 Bn | -48,010.13 Bn | 9.45 Bn | - |
| 3 | DoorDash | 98.95 Bn | 93.61 Bn | 2.35 Bn | 349.00 Mn |
| 4 | Mercadolibre | 98.90 Bn | 83.71 Bn | 4.16 Bn | 207.00 Mn |
| 5 | Sea | 67.51 Bn | 59.11 Bn | 3.55 Bn | - |
| 6 | Ebay | 46.90 Bn | 43.59 Bn | 2.30 Bn | 182.00 Mn |
| 7 | JD.com | 39.64 Bn | 7.09 Bn | 16.50 Bn | - |
| 8 | Coupang | 28.35 Bn | 22.24 Bn | 2.49 Bn | 161.00 Mn |
| 9 | Wayfair | 12.44 Bn | 11.30 Bn | 1.05 Bn | 69.00 Mn |
| 10 | Maplebear | 11.73 Bn | 10.88 Bn | 751.00 Mn | 141.00 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 69.00 Mn |
| Jun 30, 2026 | 69.00 Mn |
| Mar 31, 2026 | 67.00 Mn |
| Mar 31, 2026 | 67.00 Mn |
| Dec 31, 2025 | 83.00 Mn |
| Dec 31, 2025 | 83.00 Mn |
| Sep 30, 2025 | 88.00 Mn |
| Sep 30, 2025 | 88.00 Mn |
| Jun 30, 2025 | 100.00 Mn |
| Jun 30, 2025 | 100.00 Mn |
| Mar 31, 2025 | 64.00 Mn |
| Mar 31, 2025 | 64.00 Mn |
| Dec 31, 2024 | 86.00 Mn |
| Dec 31, 2024 | 86.00 Mn |
| Sep 30, 2024 | 95.00 Mn |
| Sep 30, 2024 | 95.00 Mn |
| Jun 30, 2024 | 95.00 Mn |
| Jun 30, 2024 | 95.00 Mn |
| Mar 31, 2024 | 119.00 Mn |
| Mar 31, 2024 | 119.00 Mn |