Added to YB: 2026-05-15
Pitch date: 2026-05-13
FOUR [neutral]
Shift4 Payments, Inc.
Author Info
Bob’s Payment Stock Substack is a former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM. 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
$3.2B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.59
P/E
45.50
EV/Sales
1.90
Sector
Financial Services
Category
value
Payments and FinTech Earnings Recap: Q1 2026 - Shift4 Payments, Inc.
FOUR (earnings): Q1 organic GRLNF +11% vs 12% est, down from mid-20s in 2024. Blended spread 61bps (+4bps QoQ, flat YoY). SSS beat internal expectations. H2 guide implies 11-12% organic GRLNF growth. Trades 10x normalized EPS ($4.10 after SBC/recurring costs). Upside if low-DD organic growth sustained vs market pricing MSD slowdown. Risk: Middle East conflict impact on discretionary categories (restaurants, travel, entertainment).
Read full article (1 min)