Added to YB: 2025-08-27
Pitch date: 2025-08-24
FOUR [bullish]
Shift4 Payments, Inc.
-24.77%
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
$91.39
Price Target
145.00 (+111%)
Dividend
N/A
EV/EBITDA
13.24
P/E
32.03
EV/Sales
2.46
Sector
Financial Services
Category
growth
Shift4 Payments at a turning point in its history!
FOUR: Payment processor w/ end-to-end commerce solutions, 26 yrs double-digit growth, $3.6B revenue, 16.9% EBITDA margin. Global Blue acquisition ($2.5B) adds VAT refund/currency conversion, partnerships w/ Ant/Tencent. High debt (3.6x D/E) weighs on EPS but targeting $1B FCF by 2027. Price target $145 (+59%) by 2027 vs current discount valuation at 7.1x NTM EV/EBITDA.
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