Added to YB: 2026-02-23
Pitch date: 2025-12-11
FOUR [bullish]
Shift4 Payments, Inc.
-15.38%
current return
Author Info
No bio for this author
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
$69.12
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.32
P/E
27.53
EV/Sales
2.29
Sector
Financial Services
Category
growth
Shift4 Payments, Inc. - $FOUR
FOUR: Software+payments land grab in complex card-present environments (restaurants/hotels/stadiums). M&A-fueled growth w/ 'delete the parts' integration playbook. Free hardware bundles yield 9-12mo payback, 4-5x gross profit uplift vs acquired base. EU expansion via Finaro/Vectron/Global Blue. Risk: tech debt accumulation like legacy peers (FISV/GPN). Concerns on $1B debt-funded buyback amid recession exposure. Competes w/ TOST (SMB restaurants), ADYEN (enterprise omnichannel), Square (micro-merchants). Formers praise Lauber succession & M&A muscle. Resembles successful roll-up vs busted comps.
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