Added to YB: 2025-11-13
Pitch date: 2025-11-10
FOUR [bullish]
Shift4 Payments, Inc.
-7.55%
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
$70.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.24
P/E
32.03
EV/Sales
2.46
Sector
Financial Services
Category
growth
Shift 4 is not a set and forget stock
FOUR: Payments co w/ #1-2 positions in hospitality/sports/restaurants. Aggressive M&A strategy drives ~$2.5K CAC vs >$10K competitors. 25-30% rev growth guided, 10x fwd P/E. Major risks: $4.7B debt at 7% rates, $392M TRA liability payouts to founder, $2.5B Global Blue integration risk. Bull case: 24% IRR + 8% multiple expansion upside.
Read full article (7 min)