Added to YB: 2024-07-18
Pitch date: 2024-07-16
FOUR [bullish]
Shift4 Payments, Inc.
-5.96%
current return
Author Info
Exit Velocity Investing is a growth investor finding opportunities for outsized investment returns. Sign up for the newsletter.
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
$73.11
Price Target
184.62 (+169%)
Dividend
N/A
EV/EBITDA
13.24
P/E
32.03
EV/Sales
2.46
Sector
Financial Services
Category
growth
Shifting Into Gear with Shift4 Payments
FOUR: Innovative payments co. denied buyout offers, CEO bullish w/ $8.2M insider buys. 53% CAGR E2E vol, 42% GP growth since Q1'20. $1B rev run-rate, $130B annual vol. Strong moats: 500+ integrations, high switching costs. $184.62 PT, 171% upside. 25.54% exp. 10yr return. Risks: recession impact on volumes.
Read full article (8 min)