Use Case  ·  For the CFO

Up to

0%


Cut SBC expense. Keep every grant.

A different issuance mechanism delivers the same equity compensation with materially less GAAP cost. Cleaner earnings, lifted EPS, and an end to the buyback treadmill, without changing what your people earn.

Reduce Stock-Based Comp. Expense I  /  VIII

The Problem

SBC has become the largest non-cash expense on most large-cap income statements - and it's growing faster than the comp programs that drive it. The expense is real, the EPS drag is real, and the standard playbook to offset it is expensive and temporary.

01.

SBC is an operating expense, not a footnote

Stock-based compensation flows through operating expenses. For large public companies, that's hundreds of millions a year reducing net income on the line investors watch most.

02.

The expense compounds with every grant cycle

Each new grant adds to the SBC stack. Programs that scale headcount or grant value see SBC growth outpace revenue growth, which compresses margins quarter after quarter putting pressure on your stock price.

03.

The usual fixes don't solve it

Companies typically address SBC pressure with buybacks (expensive, recurring) or by cutting grants (costly to retention). Neither addresses the underlying issuance mechanism that drives the expense.

The Mechanism

Same compensation philosophy. A different issuance structure. A fraction of the GAAP cost.

Cashless Participation® eliminates the SBC drag on your largest equity programs without changing comp philosophy or what employees receive. Same grants, significantly lower GAAP cost on your income statement.

Traditional Issuance

Standard grant issuance. Full SBC recognized over the service period.

Issuance structureGrant
Comp philosophySame
Employee grantsSame
SBC expenseRecognized
EPS impactDrag

Cashless Participation®

Cashless issuance. SBC drag eliminated without changing comp philosophy.

Issuance structureCashless
Comp philosophySame
Employee grantsSame
SBC expenseMaterially reduced
EPS impactPositive
Cashless preserves the same employee economic value while removing the SBC line driving the largest expense.

The Outcome

What this looks like.

Up to 85% less GAAP SBC expense flowing through the income statement. Same grants delivered to the same employees, recognized at a fraction of the cost.

Illustrative example

Over $4 billion of shareholder value created in 3 years.

For a company with $100M in annual SBC and a P/E of 15.

Today

Annual SBC expense $100M
Annual SBC savings
Year 1 shareholder value created
3-year shareholder value created

With Carver Edison

Annual SBC expense $15M
Annual SBC savings $85M
Year 1 shareholder value created $1.275B
3-year shareholder value created $4.019B

Methodology: 85% SBC reduction in Year 1 ($100M → $15M = $85M saved), growing 5% annually. Shareholder value = annual SBC savings × P/E of 15. 3-year total = ($85.000M + $89.250M + $93.713M) × 15 = $4.019B.

Related Outcomes

Reducing SBC is one lever. The same mechanism unlocks the rest.

See what up to 85% looks like for your plan.

Book a 30-minute walkthrough with our team. We'll model your actual numbers, surface the projected SBC and dilution impact, and walk through what implementation looks like at your company.