Added to YB: 2025-11-12
Pitch date: 2025-11-06
FOUR [neutral]
Shift4 Payments, Inc.
+3.24%
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
$66.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.24
P/E
32.03
EV/Sales
2.46
Sector
Financial Services
Category
value
Show full summary:
Shift4 Payments ($FOUR) – Q3 2025 Review
FOUR (earnings): Q3 net revenue +61% to $589M, adj EBITDA +56% to $292M, organic growth +18%. Targeting $1B FCF run-rate (ahead of pace). Trading 5.8x projected EBITDA despite 44% growth. $1B buyback = 1/7th market cap. Down -38% YTD vs fundamentals improving. Risks: macro slowdown, restaurant/hotel weakness in Q4.
Read full article (5 min)