Added to YB: 2024-10-11
Pitch date: 2024-10-10
FOUR [bullish]
Shift4 Payments, Inc.
-28.85%
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
$92.93
Price Target
130.00 (+89%)
Dividend
N/A
EV/EBITDA
13.24
P/E
32.03
EV/Sales
2.46
Sector
Financial Services
Category
growth
Shift4 Payments (NYSE:FOUR)
FOUR: Integrated payments leader in restaurants, hotels & stadiums. E2E volumes growing 47% CAGR to $107B. Superior economics vs peers (61% GP/investment vs 17-42%). M&A strategy driving growth & efficiency. Jared Isaacman aligned CEO. 13% IRR potential at $130 PT. Risks: competition, take rate pressure.
Read full article (23 min)