Professional
Added to YB: 2026-01-30
Pitch date: 2026-01-23
FOUR [bullish]
Shift4 Payments, Inc.
-12.37%
current return
Author Info
Pound the Rock Investing, written by Adam Wilk, the founder and CIO of Greystone Capital Management, will serve as an ongoing discussion about business, investing and things I find interesting. 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
$4.1B
Pitch Price
$66.75
Price Target
155.00 (+165%)
Dividend
N/A
EV/EBITDA
12.38
P/E
27.84
EV/Sales
2.30
Sector
Financial Services
Category
value
Greystone Capital Portfolio new position: Shift4 Payments, Inc.
FOUR (new position): Integrated payments co trading 7x EBITDA vs Toast's 24x despite superior unit economics from owning full stack. Converting gateway customers to end-to-end processing drives 60%+ gross profit growth since 2021. Conservative 2028 EPS est $8-11/share vs $63 today. 19% unlevered ROIC, founder owns 30%, $1B buyback (20% of shares). Strong M&A track record with Global Blue integration underway.
Read full article (11 min)