Added to YB: 2025-11-11
Pitch date: 2025-11-07
FOUR [neutral]
Shift4 Payments, Inc.
+3%
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
$66.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.24
P/E
32.03
EV/Sales
2.46
Sector
Financial Services
Category
value
Shift4 Q3 2025 Results
FOUR (earnings): Q3 in-line, E2E volumes +26% YoY to $55B, adj EBITDA +56% to $292M. Reaffirmed FY25 guidance but FY26 volume outlook light vs consensus ($240B vs $255B expected). Acquired Bambora gateway for €70M adding 140K merchants. $1B buyback (15% of mkt cap) signals mgmt confidence. Trading ~8x EV/EBITDA.
Read full article (5 min)