Added to YB: 2025-06-23
Pitch date: 2025-06-19
FOUR [bullish]
Shift4 Payments, Inc.
-25.8%
current return
Author Info
The Reservist is building a long-duration high growth portfolio of companies, looking to outperform the QQQ for the next 7 years. In depth stock analysis and portfolio management thoughts. Sign up for the newsletter.
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
$92.65
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.24
P/E
32.03
EV/Sales
2.46
Sector
Financial Services
Category
growth
Opening new positions - Shift4 Payments, Inc.
FOUR (new position): Payment processor in restaurant/hospitality segment competing with Toast. Growing via M&A, targeting unified commerce & global expansion. Acquiring Global Blue (2026 catalyst). Concerns: high debt load, competing against Toast (market leader), large acquisition risks. Trades at 1/3 of Toast's market cap with secular tailwinds.
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