Added to YB: 2026-01-13
Pitch date: 2026-01-09
FOUR [bullish]
Shift4 Payments, Inc.
-1.09%
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
$4.6B
Pitch Price
$66.34
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.06
P/E
31.13
EV/Sales
2.43
Sector
Financial Services
Category
turnaround
No Deep Dives Q4 2025 Portfolio Review - New Position: Shift4 Payments, Inc.
FOUR (new position): Bought at $67.41 despite 30%+ YTD decline. Payments sector out of favor after Fiserv's poor Q3. Messy accounting & acquisition history but executing well with solid growth. Stock rerated down with broader sector despite performing as expected. Potential value opportunity.
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