Added to YB: 2026-03-26
Pitch date: 2026-03-25
FOUR [bullish]
Shift4 Payments, Inc.
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
$3.6B
Pitch Price
N/A
Price Target
112.00 (+129%)
Dividend
N/A
EV/EBITDA
10.72
P/E
40.80
EV/Sales
2.09
Sector
Financial Services
Category
value
Shift4 Payments (NYSE: FOUR) The Payment Powerhouse Trading at a Discount
FOUR: Fintech toll-booth processing $209B annually (46% GRLNF growth, 49% EBITDA margin, $500M FCF). Founder Isaacman (now NASA) bought $13.6M more shares at $46. Recent M&A: Global Blue ($2.5B), Bambora (140K merchants), Smartpay ($180M) unlock $350B cross-sell pipeline. Stock -50% to $42 on founder exit, 3.4x leverage, CFO turnover. Trading 7-8x '26 EPS vs Fair PE 21, target $112 (~31% IRR to '28). Key risks: consumer spending, integration, debt load, competition.
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