Price
Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.
Smart Score
LaggingFor merchants, Affirm’s commerce solutions help drive growth by enhancing demand generation and consumer acquisition. Our platform is explicitly designed and engineered to integrate with a wide range of merchants. This is a point of differentiation for us, as we can accommodate and partner with merchants to serve their payment needs across a wide variety of industries, transactions, average order values (“AOV”), and consumer profiles.
In the company’s own words · 10-K filed Aug 28, 2025 · SEC EDGAR
Business segments
Q4 2026 · $387.5MThe company’s own SEC segment disclosure.
- Merchant Network$302.4M78%
- Virtual Card Network$85.2M22%
Affirm Holdings, Inc. (AFRM) reported revenue of $1.17B in Q4 2026 (quarter ended Jun 30, 2026), up 33% from the same quarter a year earlier. That came with net income of $1.62B (139% of revenue). For the full year FY2026, revenue was $4.26B (+32% year on year) and net income $1.93B. Its largest product in Q4 2026 was Merchant Network at $302M, 78% of the disclosed total, well ahead of Virtual Card Network at 22%.
Raw charts
9 series · TTMAs reported to the SEC, without any scoring.