Added to YB: 2026-07-08
Pitch date: 2026-07-04
FOUR [neutral]
Shift4 Payments, Inc.
+1.23%
current return
Author Info
The Dutch Investors are a team of four seasoned, passionate inversores uncovering the world's top businesses. They bring you 52 in-depth stock analyses each year! 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
$4.1B
Pitch Price
$50.54
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.54
P/E
57.30
EV/Sales
2.09
Sector
Financial Services
Category
growth
Why We're Not Buying Shift4 (Yet!?)
FOUR (pass): Payment/POS co for restaurants, hotels, venues at ~$6B mkt cap. 40% 5yr rev CAGR, serves 1/3 US restaurants, $150B+ volume. $2.5B Global Blue deal (VAT refunds) raises diworsification/integration risk, added debt (~3x net debt/EBITDA), dilution. Mgmt 'Wall St guys' incentivized on volume/EBITDA, no ROIC/per-share targets. Mid-teens IRR if 30% growth targets met. Not buying yet.
Read full article (3 min)