Professional
Added to YB: 2026-03-26
Pitch date: 2026-01-20
FOUR [neutral]
Shift4 Payments, Inc.
-23.01%
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
$3.6B
Pitch Price
$63.46
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.72
P/E
40.80
EV/Sales
2.09
Sector
Financial Services
Category
growth
Marram Investment Management Portfolio Holding: Shift4 Payments, Inc.
FOUR (holding update): Rev/share +122% (30% CAGR), FCF/share +227% (48% CAGR) over 3yrs despite -45% share price drop. Payment software in casinos/hotels/resorts/stadiums/airlines. Market concerns over Global Blue acquisition. Founder owns 25%. Trades 6% FCF yield; est 15-20% FCF/share growth = 20-25% annual return potential.
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