Added to YB: 2024-07-01
Pitch date: 2024-06-30
FOUR [bullish]
Shift4 Payments, Inc.
-6.55%
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
$4.7B
Pitch Price
$73.57
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.24
P/E
32.03
EV/Sales
2.46
Sector
Financial Services
Category
value
Is Mr. Market wrong about Shift4?
FOUR: Profitable payments co. vs TOST. Higher EBITDA, lower valuation. 2023: FOUR $460M adj EBITDA on $2.57B rev, TOST $62M on $3.87B. FOUR exp. faster rev growth '24-'25. Both expand beyond US restaurants. FOUR's M&A accelerates growth. TOST higher software rev, may explain valuation gap. FOUR could replicate TOST's software strategy.
Read full article (8 min)