SBC Research Report 2026 · Carver Edison Research

$366.7B

In stock-based comp recognized across 1,680 US public cos · Most recent FY

The reference dataset on stock-based compensation across US public markets.

Every dollar of SBC, pulled from SEC EDGAR. Interactive treemap of the top 500 issuers. Full sortable table of all 1,680 companies. Sector breakdowns. Built from primary 10-K filings. Free.

SBC as % of Revenue Intensity benchmarks per company & per sector. Spot the outliers fast.

SBC as % of Operating Cash Flow How much OCF stock-based comp is actually consuming.

YoY growth & trends Where SBC is accelerating, where it’s slowing, sector by sector.

Sector breakdowns Aggregates, intensity, and top-issuer drilldowns by sector.

SBC vs. Net Income The 702 issuers where stock-based comp exceeded earnings.

Filing-level detail Every figure ties directly to a primary 10-K on www.sec.gov.

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What’s Inside

An interactive map of every dollar of stock-based comp in US public markets.

500-company squarified treemap. 1,680-row sortable table. Sector breakdowns. All free.

SBC Research Report interactive treemap preview

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500 Largest issuers in the interactive treemap, grouped by sector, sized by SBC dollars.

1,680 Total companies in the full sortable, filterable dataset table.

65 Sectors with aggregate totals, intensity, and drilldowns to top issuers.

10-K Every figure ties to a primary 10-K on www.sec.gov.