Added to YB: 2024-09-23
Pitch date: 2024-09-23
FOUR [bullish]
Shift4 Payments, Inc.
-20.54%
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
$86.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.24
P/E
32.03
EV/Sales
2.46
Sector
Financial Services
Category
growth
Show full summary:
Shift4 Payments ($FOUR)
FOUR: Innovative payments co. w/ 53% CAGR E2E volume growth. Expanding via M&A into new verticals/intl. markets. 91% revenue from payments, 62bps take rate. 500+ software integrations. Trades at 9.5x NTM EV/EBITDA vs TOST at higher multiple. $500M buyback, insider buying. Bull case: gateway conversion, ARPU growth, intl expansion.