Wayfair W
NYSE W
$105.68 +0.61 (+0.58%)
At close: Oct 9, 2026 · 4:00 PM EDT

Wayfair (W) Share-based Compensation (2014 - 2026)

Updated

Wayfair (W) recorded Share-based Compensation of $69 million in Q2 2026, down 31.0% from $100 million a year earlier but up 3.0% from the prior quarter.

Analysis

Wayfair (W) Share-based Compensation (2014 - 2026) Analysis & Trends

On a TTM basis, Wayfair's Share-based Compensation came in at $307 million as of Jun 30, 2026, down 11.0% year-over-year; for FY2025, it came in at $335 million, down 15.2% from FY2024.

  • Annual Share-based Compensation has a five-year compound annual growth rate of 4.0% (FY2020 to FY2025).
  • Across earlier years, Share-based Compensation came in at $395 million in FY2024 (-34.7%), $605 million in FY2023 (+17.9%), $513 million in FY2022 (+49.1%) and $344 million in FY2021 (+24.6%).
  • Quarterly Share-based Compensation has ranged from $64 million in Q1 2025 to $164 million in Q2 2023 over the past five years.
  • On a year-over-year basis, Share-based Compensation rose in two of the last eight quarters, with an average decline of 19.4%.
  • Peak year-over-year performance for Share-based Compensation in the last five years was growth of 63.3% in Q2 2022, against a decline of 46.2% in Q1 2025 at the low end.
  • Per Business Quant, the preceding three quarters came in at $67 million (Q1 2026), $83 million (Q4 2025) and $88 million (Q3 2025).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Stock Comp. (Qtr)
1 Amazon Com 2,829.78 Bn 2,346.48 Bn 104.83 Bn 6.04 Bn
2 Home Depot 290.18 Bn 283.42 Bn 16.12 Bn 148.00 Mn
3 Tjx Companies 152.80 Bn 130.34 Bn 5.07 Bn 43.00 Mn
4 Lowes Companies 104.32 Bn 97.29 Bn 8.58 Bn 67.00 Mn
5 Ross Stores 71.10 Bn 54.02 Bn 2.12 Bn 47.26 Mn
6 O Reilly Automotive 70.56 Bn 69.64 Bn 2.52 Bn 8.70 Mn
7 Carvana 70.07 Bn 61.67 Bn 1.38 Bn 25.00 Mn
8 Target 69.82 Bn 64.41 Bn 8.94 Bn 100.00 Mn
9 Autozone 48.00 Bn 46.90 Bn 2.52 Bn 30.20 Mn
10 Wayfair 14.37 Bn 9.40 Bn 1.05 Bn 69.00 Mn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 69.00 Mn
Mar 31, 2026 67.00 Mn
Dec 31, 2025 83.00 Mn
Sep 30, 2025 88.00 Mn
Jun 30, 2025 100.00 Mn
Mar 31, 2025 64.00 Mn
Dec 31, 2024 86.00 Mn
Sep 30, 2024 95.00 Mn
Jun 30, 2024 95.00 Mn
Mar 31, 2024 119.00 Mn
Dec 31, 2023 158.00 Mn
Sep 30, 2023 139.00 Mn
Jun 30, 2023 164.00 Mn
Mar 31, 2023 144.00 Mn
Dec 31, 2022 158.00 Mn
Sep 30, 2022 122.00 Mn
Jun 30, 2022 129.00 Mn
Mar 31, 2022 104.00 Mn
Dec 31, 2021 107.00 Mn
Sep 30, 2021 83.00 Mn
API Access

Wayfair Share-based Compensation API

Pull this series into your own models, spreadsheets and apps with the Business Quant Historical Metrics API. The request below matches the chart above — change the frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.

https://data.businessquant.com/historic?slug=share-based-compensation&ticker=W&period=max&api_key=YOUR_API_KEY