Added to YB: 2025-08-11
Pitch date: 2025-08-07
FOUR [neutral]
Shift4 Payments, Inc.
-18.15%
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
$84.00
Price Target
213.00 (+210%)
Dividend
N/A
EV/EBITDA
13.24
P/E
32.03
EV/Sales
2.46
Sector
Financial Services
Category
growth
Show full summary:
Shift4 Just Dropped 20% After a Strong Q2. Is It a Buy?
FOUR (earnings update): Strong Q2 with +25% processing volume, +29% GRLNF, +37% subscription rev. Raised 2025 guidance: GRLNF $1.96-2.03B, Adj EBITDA $965-990M. On track for 2027 target of $1B adj FCF. Bull case: 85% FCF conversion = $213/share (42% CAGR). Bear case: 70% conversion = $120 (16% CAGR).
Read full article (2 min)