Added to YB: 2025-05-05
Pitch date: 2025-05-01
FOUR [bullish]
Shift4 Payments, Inc.
Author Info
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Company Info
Shift4 Payments, Inc. engages in the provision of software and payment processing solutions in the United States and internationally.
Market Cap
$5.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
Sector
Financial Services
Category
growth
Show full summary:
Investing Reflections - April 2025 - Shift4 Payments, Inc.
FOUR (new position): Vertically integrated payments processor w/ unique land grab M&A model dominating hotels & sports venues, competing well in restaurant segment. Global Blue acquisition positions for int'l expansion as TAM grows with cash-to-digital shift. Current valuation justified by organic growth alone; significant upside if inorganic M&A growth continues.
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