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How do I value an RSU grant?

Job Changesadvanced3 answers · 5 min readUpdated February 28, 2026

Quick Answer

Value RSUs by multiplying the number of units by current stock price, then discount by 15-30% for vesting risk and taxes. A 1,000 RSU grant at $100/share has a gross value of $100,000, but after 25% taxes and vesting uncertainty, the realistic value is approximately $60,000-$75,000.

Best Answer

DLP

Dr. Lisa Park, Labor Market Researcher

Employees evaluating RSU grants as part of compensation packages or trying to understand their current equity value

Top Answer

How to calculate RSU value step by step


Valuing Restricted Stock Units (RSUs) requires looking beyond the simple math of shares × stock price. You need to account for vesting schedules, tax implications, and company risk.


Step 1: Calculate gross value

Multiply the number of RSUs by the current stock price. If you receive 1,000 RSUs and the stock trades at $150, the gross value is $150,000.


Step 2: Apply vesting probability

RSUs only have value if you stay with the company through the vesting period. Apply a discount based on:

  • Your likelihood of staying (personal factors)
  • Company stability and industry trends
  • Typical employee retention at the company

  • For a stable company with a 4-year vest, apply a 10-15% discount. For a startup or volatile situation, consider 25-40%.


    Step 3: Account for taxes

    RSUs are taxed as ordinary income when they vest, at your marginal tax rate plus payroll taxes. For someone earning $100,000, expect to lose about 35-45% to taxes (federal income tax + state + FICA/Medicare).


    Example: Senior software engineer offer


    Grant details:

  • 2,000 RSUs
  • Current stock price: $120
  • 4-year vesting (25% per year)
  • Your current income: $140,000

  • Valuation calculation:

    1. Gross value: 2,000 × $120 = $240,000

    2. Vesting discount (15% for stable company): $240,000 × 0.85 = $204,000

    3. Tax impact (40% combined rate): $204,000 × 0.60 = $122,400

    4. Annual value: $122,400 ÷ 4 years = $30,600/year


    Present value adjustment: Since you receive this over 4 years, discount to present value using a 6-8% rate. The present value is approximately $108,000-$115,000.


    Key factors that affect RSU value


  • Vesting schedule: Cliff vesting (all at once) vs. graded vesting affects risk
  • Company stage: Public company RSUs are more predictable than pre-IPO grants
  • Stock volatility: Higher volatility increases both upside and downside risk
  • Your tax situation: Higher earners face steeper tax rates on vesting
  • Diversification risk: Large RSU grants concentrate your wealth in one company

  • Advanced valuation considerations


    Double-trigger vesting: Some RSUs require both time-based vesting and a liquidity event (IPO/acquisition). These carry additional risk and should be discounted more heavily.


    Tax planning opportunities: Consider the timing of vesting events, potential 83(b) elections (rare for RSUs), and coordination with other tax planning strategies.


    Comparison to cash: RSUs should be compared to the equivalent cash salary increase. If you could negotiate $25,000 more in base salary instead of RSUs with a $30,000 annual value, the cash might be preferable due to certainty and liquidity.


    What you should do


    Use a conservative valuation approach: calculate the after-tax, present value assuming you stay for the full vesting period. Compare this to alternative offers and your cash needs. Don't let RSU grants distract from base salary negotiations — cash has immediate value and certainty.


    Use our job offer comparison tool to model different combinations of base salary, RSUs, and other benefits.


    Key takeaway: A realistic RSU valuation accounts for taxes (35-45% for most people), vesting risk (10-40% discount), and time value of money. A $100,000 RSU grant might have a present value of only $50,000-$70,000 depending on these factors.

    *Sources: [IRS Publication 525](https://www.irs.gov/pub/irs-pdf/p525.pdf), [SEC Staff Accounting Bulletin 107](https://www.sec.gov/staff/staff-accounting-bulletins/sab-107)*

    Key Takeaway: RSU valuation requires discounting for taxes (35-45%), vesting risk (10-40%), and time value of money, often reducing a $100,000 grant to $50,000-$70,000 in realistic present value.

    RSU valuation framework showing how different factors reduce gross value to realistic present value

    Valuation StepHigh Growth CompanyMature Public CompanyPre-IPO Company
    Gross Value (1,000 RSUs @ $100)$100,000$100,000$100,000
    Vesting Risk Discount25% ($75,000)15% ($85,000)40% ($60,000)
    Tax Impact (35% average)35% ($48,750)35% ($55,250)35% ($39,000)
    Present Value (4-year vest)~$42,000~$48,000~$34,000
    Annual Equivalent Value~$10,500~$12,000~$8,500

    More Perspectives

    MR

    Marcus Rivera, Compensation & Benefits Analyst

    High-income professionals who face steeper tax implications and more complex financial planning with large RSU grants

    Tax optimization strategies for large RSU grants


    High earners face unique challenges with RSU valuation due to higher tax rates and concentration risk. Your effective tax rate on RSU vesting can reach 50%+ in high-tax states.


    Tax rate calculations:

  • Federal: 37% (2026 top bracket)
  • State: 0-13.3% (varies by state)
  • Medicare: 2.35% (includes 0.9% additional Medicare tax)
  • Potential NIIT: 3.8% on investment income

  • Example for $300K earner in California:

    A $200,000 RSU vesting creates ordinary income taxed at roughly 52% combined rate, leaving only $96,000 after taxes.


    Strategic considerations:

  • Timing control: Unlike stock options, you can't control RSU vesting timing for tax planning
  • Estimated tax payments: Large vestings may require quarterly payments to avoid penalties
  • State tax planning: Consider domicile changes before large vesting events
  • Charitable planning: Donating vested shares can provide tax deductions while maintaining equity exposure

  • For high earners, the after-tax value of RSUs is often 45-50% of gross value, significantly lower than the 60-65% that middle-income earners might retain.


    Key takeaway: High earners should expect to keep only 45-50% of RSU gross value after taxes, making conservative valuation even more critical for financial planning and job negotiations.

    Key Takeaway: High earners face combined tax rates of 45-52% on RSU vesting, dramatically reducing the real value compared to gross grant amounts.

    DLP

    Dr. Lisa Park, Labor Market Researcher

    Remote employees who may work across state lines and face complex tax sourcing issues with RSUs

    Multi-state RSU taxation and sourcing


    Remote workers face additional complexity in RSU valuation due to state tax sourcing rules that can significantly impact after-tax value.


    Sourcing principles: RSUs are generally sourced based on where you perform services during the vesting period, not where you live when they vest. If you work remotely from multiple states, the RSU income may be apportioned among those states.


    State tax variations:

  • No income tax states: Texas, Florida, Nevada, etc. — significant advantage
  • High tax states: California (13.3%), New York (10.9%), New Jersey (10.75%)
  • Favorable states: Colorado (4.4%), Utah (4.95%), North Carolina (4.75%)

  • Strategic timing: If you're planning a move to a no-tax state, document the timing relative to RSU vesting periods. Some states may still claim taxing rights based on where services were performed during the restriction period.


    Documentation needs:

  • Maintain detailed records of work locations during vesting periods
  • Understand each state's sourcing rules for equity compensation
  • Consider the impact on both current and future grants

  • Moving from California to Texas before RSUs vest could save 13.3% in state taxes — on a $100,000 vesting, that's $13,300 in additional after-tax value.


    Key takeaway: Remote workers can potentially increase RSU after-tax value by 10-15% through strategic state tax planning, but must carefully document work locations and understand complex sourcing rules.

    Key Takeaway: State tax differences can impact RSU value by 10-15%, making location planning a key consideration for remote workers with significant equity grants.

    Sources

    rsuequity compensationstock valuationjob offersrestricted stock

    Reviewed by Dr. Lisa Park, Labor Market Researcher on February 28, 2026

    This content is for educational purposes only and is not a substitute for professional tax advice. Consult a qualified tax professional for advice specific to your situation.

    How to Value RSU Grants: Complete Guide | ExplainMyPaycheck