Added to YB: 2026-02-13
Pitch date: 2026-02-11
FOUR [neutral]
Shift4 Payments, Inc.
+0.52%
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
$4.1B
Pitch Price
$58.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.38
P/E
27.84
EV/Sales
2.30
Sector
Financial Services
Category
value
Watchlist Radar - Shift4 Payments, Inc.
FOUR (watchlist): Payments co w/ proven M&A playbook: acquires software/POS providers, monetizes backend payment volume. $2.7B 5yr investment → $510M incremental EBITDA (19% unlevered ROI). On track for ~$900M FCF 2027 (EV/FCF <10x). Founder buying at $80+, $1B buyback underway. Risks: debt levels, competition. Sticky in complex environments (resorts/stadiums).
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