Added to YB: 2025-05-26
Pitch date: 2025-05-22
FOUR [neutral]
Shift4 Payments, Inc.
-22.87%
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
$85.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.24
P/E
32.03
EV/Sales
2.46
Sector
Financial Services
Category
growth
Inside Shift4: How 550+ Software Integrations Turn Every Transaction Into a Locked-In Revenue Stream
FOUR (overview): End-to-end commerce platform processing billions of transactions with 550+ software integrations. SaaS revenue +90% YoY, international business jumped from 3.9% to 16.8% in one year. Deep integration creates high switching costs. Moats: founder control, patents, ISV partnerships. SkyTab POS driving merchant lock-in with bundled services.
Read full article (7 min)