Added to YB: 2026-03-04
Pitch date: 2026-03-03
FOUR [bullish]
Shift4 Payments, Inc.
Author Info
Best Anchor Stocks shares deep research on companies with long-term potential aThe Bear Cavend lower-than-average volatility. 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
$2.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.21
P/E
49.62
EV/Sales
1.91
Sector
Financial Services
Category
value
Shift4: Was it THAT bad?
FOUR: Q4 payment vol +23%, GRLNW +51%, adj EBITDA +48%. Mgmt guides mid-teens Americas payment growth 2026 (minimal M&A), implying true organic >0% despite claims otherwise. Global Blue TFS now MSD growth (vs LDD in '25) on FX/Asia tensions; cross-sell synergies H2 weighted. FCF conversion drops to 42% in '26 on GB seasonality, higher interest, $139M TRA payment (excluded from adj FCF guide of $500M). $3.5B net debt raises recession/refi risk, but no maturities til '32. Trading 9x FCF (14x EV/unlevered FCF) for mid-teens grower. Isaacman bought $13M post-drop; $500M buyback remains.
Read full article (8 min)