Added to YB: 2025-06-06
Pitch date: 2025-06-05
FOUR [neutral]
Shift4 Payments, Inc.
-30.87%
current return
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
$4.7B
Pitch Price
$95.64
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.24
P/E
32.03
EV/Sales
2.46
Sector
Financial Services
Category
growth
Shift4’s Acquisition of Global Blue (GB)
FOUR (update): Acquiring Global Blue (GB), VAT tax refund leader (70%+ market share) at 13.3x TTM EV/EBITDA or 9.2x w/$70M synergies. GB dominates luxury shopping w/2.5% take rate + 1% DCC, sticky merchant agreements & digital transformation driving 56% success ratio. Deal adds 75+ country processing, fits hospitality gateway strategy. FOUR guide: 25-30% EBITDA CAGR through 2027.
Read full article (9 min)