Added to YB: 2026-08-18
Pitch date: 2026-08-14
FOUR [neutral]
Shift4 Payments, Inc.
-0.74%
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
$3.6B
Pitch Price
$44.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.44
P/E
72.65
EV/Sales
1.87
Sector
Financial Services
Category
N/A
Shift4: 20% growth. 7x PE. But 27% short interest
FOUR (pass): 20% rev growth, 7x P/E, but 27% float shorted. Bear flags: aggressive residual commission buyouts convert cost of sales to amortization, boosting adj EBITDA (Blue Orca); surging capitalized software costs; falling customer advances signal slowing contracts vs 23% sell-side est. BB credit limits M&A. TRA waiver hints at takeover. Author stays sidelined — won't short due to squeeze risk.
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