Added to YB: 2026-01-06
Pitch date: 2026-01-03
FOUR [neutral]
Shift4 Payments, Inc.
+5.24%
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
$4.3B
Pitch Price
$62.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.66
P/E
29.18
EV/Sales
2.35
Sector
Financial Services
Category
growth
Show full summary:
Investing Reflections - Year End 2025 ($FOUR)
FOUR (holding update): Payment processor completed Global Blue acquisition opening European market + VAT refund products, extending organic growth runway. Best-in-class mgmt w/ founder as largest shareholder, new CEO aligns on capital allocation. Poised for aggressive buybacks while stock lags despite strong business fundamentals.
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