Professional
Added to YB: 2026-08-05
Pitch date: 2026-07-31
FOUR [bullish]
Shift4 Payments, Inc.
+3.48%
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
$4.3B
Pitch Price
$53.74
Price Target
160.00 (+195%)
Dividend
N/A
EV/EBITDA
10.80
P/E
60.57
EV/Sales
2.14
Sector
Financial Services
Category
value
Greystone Capital Management Porfolio Holdings - Shift4 Payments, Inc.
FOUR (added to position): Integrated payments w/ vertical software, cross-sell into acquired base drives above-market growth. Shares -22% YTD (once -50%) on weak 2026 guide, sector sentiment. Trades mid-single EBITDA, <10x 2026 EPS. Base case IV $120-160 vs $48. ~60% incremental FCF conversion, buybacks + Isaacman insider buys. Global Blue optionality.
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