Added to YB: 2026-08-11
Pitch date: 2026-08-07
FOUR [neutral]
Shift4 Payments, Inc.
+6.86%
current return
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
$3.3B
Pitch Price
$40.39
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.09
P/E
66.07
EV/Sales
1.80
Sector
Financial Services
Category
value
A merciless market (and the reason behind the drop?) - Shift4 Payments, Inc.
FOUR (holding update): Q2 beat (rev $1.3B, EPS $1.32, EBITDA $284M) but stock -19% on 100bps FXN guide cut (ME travel) & weak H1 FCF (op CF -55%, at ATH leverage 3.75x). 11% organic growth, Global Blue accretive, spreads stabilizing >60bps, path to 50% margins. H2 FCF (~77% of yr) & buybacks to resume. Author holds — drop overdone.
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