Added to YB: 2025-09-19
Pitch date: 2025-09-17
FOUR [bullish]
Shift4 Payments, Inc.
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
$5.9B
Pitch Price
N/A
Price Target
260.50 (+200%)
Dividend
N/A
EV/EBITDA
12.91
P/E
33.66
EV/Sales
2.23
Sector
Financial Services
Category
value
Show full summary:
Insiders Are Buying $FOUR, and So Am I
FOUR: Payments co growing 30% at 13x EBITDA; CEO Isaacman invested $16M own money at $83. Mgmt targets $1B FCF by 2027 ($10/share). Even at conservative $800M FCF ($8/share), trades ~10x vs historical 30x multiple. Strong M&A track record w/ attractive ROIC. Asymmetric risk/reward setup.
Read full article (3 min)