Added to YB: 2024-10-01
Pitch date: 2024-09-11
FOUR [bullish]
Shift4 Payments, Inc.
-11.61%
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
$77.78
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) - A Compounder in Payments
FOUR: CEO bought $12M stock (owns 28%). Shift4 evolving from traditional to cloud POS via acquisitions (Harbortouch, VenueNext, Revel) & SkyTab. Strong in restaurants (1/3 market), hotels (40%), stadiums (75%). ROIC improved -11% to 10%. Aggressive M&A strategy. Risks: high debt, low R&D spend. FCF est. $160-300M for 2024.
Read full article (7 min)