Added to YB: 2025-02-26
Pitch date: 2025-02-25
FOUR [bullish]
Shift4 Payments, Inc.
-29.48%
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
$4.7B
Pitch Price
$97.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.24
P/E
32.03
EV/Sales
2.46
Sector
Financial Services
Category
growth
Shift4’s Stock Has Dropped 20% Since the Global Blue Deal – Buy or Sell?
FOUR: $2.5B Global Blue acquisition expands global presence, adds tax-free shopping & currency exchange. 13x EBITDA multiple, 20x FCF. $70M synergies by 2027. Cross-sell opportunity to 400k+ merchants. Projected 25-30% 3yr CAGR. Risks: $1.8B bridge loan, integration challenges. 2027 est: $744M CF, $507M owner's CF. Currently 15x 2027 earnings.
Read full article (4 min)