Added to YB: 2026-01-09
Pitch date: 2026-01-07
FOUR [neutral]
Shift4 Payments, Inc.
+2.51%
current return
Author Info
Speedwell Research produces comprehensive research on great public companies to equip investors with a thorough understanding of the business. Each research report covers a single company and goes into an incredible level of detail. Sign up for the newsletter.
Company Info
Shift4 Payments, Inc. engages in the provision of software and payment processing solutions in the United States and internationally.
Market Cap
$4.4B
Pitch Price
$64.47
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.78
P/E
29.77
EV/Sales
2.38
Sector
Financial Services
Category
growth
Shift4 Deep Dive
FOUR (overview): Payments co built via dozens of acquisitions, 80% stadium/40% hospitality share, #2 restaurant position. 30% revenue CAGR since 2019, $3.9B revenue, 22% growth, ~$500M FCF run-rate. Concerns over $2.5B Global Blue acquisition (weak cross-sell potential) & founder stepping down for NASA.
Read full article (2 min)