Wayfair (W) Share-based Compensation (2014 - 2026)
Wayfair (W) reported Share-based Compensation of $67.0 million for Q1 2026, up 4.69% year-over-year from $64.0 million in Q1 2025, and down 19.28% quarter-over-quarter from $83.0 million in Q4 2025.
Wayfair (W) Share-based Compensation (2014 - 2026) Analysis & Trends
Wayfair (W) has 13 years of Share-based Compensation data on file, last reported at $67.0 million in Q1 2026.
- Share-based Compensation for Q1 2026 came in at $67.0 million, up 4.69% year-over-year; the trailing twelve-month figure through Mar 2026 was $338.0 million (down 0.59% YoY), and the FY2025 annual result was $335.0 million, down 15.19% from the prior year.
- Share-based Compensation slipped to $67.0 million in Q1 2026 per W's latest filing, from $83.0 million in the prior quarter.
- Over five years, Share-based Compensation peaked at $164.0 million in Q2 2023 and troughed at $64.0 million in Q1 2025.
- A 5-year average of $112.6 million and a median of $104.0 million in 2022 frame the typical range for Share-based Compensation.
- The sharpest annual moves came in 2022 and 2025: Share-based Compensation surged 63.29% in 2022, then sank 46.22% in 2025.
- A 5-year view of Share-based Compensation shows it stood at $158.0 million in 2022, then changed by 0.0% to $158.0 million in 2023, then slumped by 45.57% to $86.0 million in 2024, then decreased by 3.49% to $83.0 million in 2025, then retreated by 19.28% to $67.0 million in 2026.
- Business Quant data shows W's Share-based Compensation at $67.0 million in Q1 2026, $83.0 million in Q4 2025, and $88.0 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Share-based Compensation (Qtr) |
|---|---|---|---|---|---|
| 1 | Amazon Com | 2,551.03 Bn | 2,407.94 Bn | 171.21 Bn | 4.03 Bn |
| 2 | Mercadolibre | 82.72 Bn | 77.07 Bn | 3.86 Bn | 96.00 Mn |
| 3 | DoorDash | 72.09 Bn | 67.22 Bn | 2.04 Bn | 231.00 Mn |
| 4 | PDD Holdings | 62.92 Bn | 38.25 Bn | 12.81 Bn | - |
| 5 | Ebay | 48.30 Bn | 44.44 Bn | 2.29 Bn | 156.00 Mn |
| 6 | Coupang | 34.44 Bn | 34.35 Bn | 2.30 Bn | 122.00 Mn |
| 7 | Zkh | 14.36 Bn | 14.36 Bn | 285.30 Mn | - |
| 8 | Wayfair | 10.72 Bn | 9.65 Bn | 880.00 Mn | 67.00 Mn |
| 9 | Maplebear | 10.27 Bn | 9.58 Bn | 738.00 Mn | 80.00 Mn |
| 10 | Chewy | 7.37 Bn | 6.85 Bn | 1.01 Bn | 66.90 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Dec 31, 2023 | 158.00 Mn |
| Dec 31, 2023 | 158.00 Mn |