Technology -
Software - Infrastructure - NYSE - US
$ 74.75
3.1 %
$ 5.07 B
Market Cap
24.67
P/E
1. INTRINSIC VALUE
Balance Sheet
Shift4 Payments, Inc.
| Current Assets | 1.91 B |
| Cash & Short-Term Investments | 1.21 B |
| Receivables | 349 M |
| Other Current Assets | 350 M |
| Non-Current Assets | 3.13 B |
| Long-Term Investments | 0 |
| PP&E | 64.1 M |
| Other Non-Current Assets | 3.07 B |
| Current Liabilities | 1.38 B |
| Accounts Payable | 248 M |
| Short-Term Debt | 698 M |
| Other Current Liabilities | 434 M |
| Non-Current Liabilities | 2.64 B |
| Long-Term Debt | 2.18 B |
| Other Non-Current Liabilities | 460 M |
EFFICIENCY
Earnings Waterfall
Shift4 Payments, Inc.
| Revenue | 3.33 B |
| Cost Of Revenue | 2.36 B |
| Gross Profit | 973 M |
| Operating Expenses | 726 M |
| Operating Income | 247 M |
| Other Expenses | -47.5 M |
| Net Income | 294 M |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Shift4 Payments, Inc.
| Net Income | 294 M |
| Depreciation & Amortization | 297 M |
| Capital Expenditures | 0 |
| Stock-Based Compensation | 65.5 M |
| Change in Working Capital | 0 |
| Others | 166 M |
| Free Cash Flow | 500 M |
Wall Street Analysts Price Targets
Shift4 Payments, Inc.
Wall Street analysts predict an average 1-year price target for FOUR of $95.4 , with forecasts ranging from
a
low of
$53 to a high of $126 .
FOUR Lowest Price Target
Wall Street Target
53 USD
-29.10%
FOUR Average Price Target
Wall Street Target
95.4 USD
27.63%
FOUR Highest Price Target
Wall Street Target
126 USD
68.56%
4. DIVIDEND
ANALYSIS
FOUR does not distribute dividends.
5. COMPETITION
6. Ownership
Insider Ownership
Shift4 Payments, Inc.
Sold
0-3 MONTHS
2.2 M USD 4
3-6 MONTHS
3.22 M USD 4
6-9 MONTHS
3.15 M USD 4
9-12 MONTHS
1.83 M USD 3
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
12.3 M USD 1
9-12 MONTHS
7. News
PAGS vs. FOUR: Which Stock Is the Better Value Option?
Investors interested in stocks from the Financial Transaction Services sector have probably already heard of PagSeguro Digital Ltd. (PAGS) and Shift4 Payments (FOUR).
zacks.com
- 1 week ago
Shift4 Incoming CEO Taylor Lauber talks international clients, consumers, and more
Taylor Lauber, Shift4 Payments CEO, joins 'Closing Bell Overtime' to talk taking over the position, its latest client acquisition, consumers, and more.
youtube.com
- 2 weeks ago
Shift4 Payments Is A Buy After The Recent Underperformance
Shift4 Payments' stock has dropped over 15% since December 2024, but I now consider it a buy due to growth prospects and valuation. The recent acquisition of Global Blue is controversial, but I believe it will ultimately benefit Shift4 despite increased leverage and market concerns. Q4 2024 earnings showed strong growth in e2e payment volume and significant increases in net income and free cash flow, despite conservative 2025 guidance.
seekingalpha.com
- 2 weeks ago
Shift4 Payments: This Is The Dip I Was Waiting For (Rating Upgrade)
Shift4 Payments has dropped to $86 from around $100 since the last time I covered the stock, making it an attractive buy due to its attractive valuation and improving profitability. The company's software-plus-payments strategy strengthens its competitive edge by increasing switching costs and cross-selling potential. Recent improvements in return on equity and global expansion through Global Blue further enhance Shift4 Payments' growth prospects.
seekingalpha.com
- 3 weeks ago
Great Wolf Resorts Selects Shift4 as Their Global Payments Provider
CENTER VALLEY, Pa.--(BUSINESS WIRE)---- $FOUR--Shift4 (NYSE:FOUR), the global leader in integrated payments & commerce technology, today announced the expansion of their partnership with Great Wolf Resorts, North America's largest family of indoor water park resorts, to power payment systems across all 22 U.S. Great Wolf Lodge resort locations. Great Wolf Resorts utilizes Shift4's end-to-end payment ecosystem, delivering its large-scale resorts with a comprehensive suite of commerce technologies. Thi.
businesswire.com
- 3 weeks ago
The S&P 500 Just Hit Correction Territory: Here Are 5 Stocks That Are Simply Too Cheap to Ignore Right Now
On March 13, the S&P 500 finished the day down 10% from its previous all-time high. This officially pushed the stock market into what's known as "correction" territory, even if this is a misnomer.
fool.com
- 3 weeks ago
Toast, Shift4 lead drop in fintechs as investors exit stocks tied to consumer spending
Many fintech names are seeing sharper declines than the broader market. Companies tied to consumer and small business spending, like Shift4 and Toast, have been hit hard as President Trump's economic policy raises concerns about consumer strength.
cnbc.com
- 1 month ago
4Imprint down 19% as it warns economic uncertainty and tariffs could stymie performance
Shares in 4imprint Group Plc (AQSE:FOUR) tumbled 19% after the promotional products company warned that economic uncertainty and potential tariffs could continue to weigh on demand after a subdued start to 2025. The 2024 results were solid.
proactiveinvestors.co.uk
- 1 month ago
Lunchbox Selects James Walker as CEO and Announces New Funding Round Led by Shift4
Shift4 has made a capital investment in Lunchbox, selecting the technology solution provider as the enterprise partner for its SkyTab POS solution. The news comes alongside Lunchbox's appointment of James Walker as its new CEO.
prnewswire.com
- 1 month ago
Shift4 Announces Partnership with Alterra Mountain Company
CENTER VALLEY, Pa.--(BUSINESS WIRE)---- $FOUR--Shift4 (NYSE: FOUR), the leader in integrated payments and commerce technology, today announced a comprehensive partnership with Alterra Mountain Company, the operator of 19 premier mountain destinations. Shift4 will power all payments across all of Alterra's properties, streamlining transactions for hotels, restaurants, lift ticket sales, and the company's Ikon Pass online sales. Alterra Mountain Company is world-renowned for its portfolio of mountain desti.
businesswire.com
- 1 month ago
Shift4 Explores Tencent and Alipay Pacts After Acquiring Global Blue
Payments company Shift4 acquired tax-free shopping provider Global Blue in a deal that represents about $2.5 billion in enterprise value. Pennsylvania-based Shift4 gets access to Global Blue's tax refund and currency conversion technology, which allows luxury and premium retailers around the world to offer tax-free shopping, according to a Tuesday (Feb. 19) press release.
pymnts.com
- 1 month ago
Here's Why Shift4 Stock Crashed Today
It was an eventful report for Shift4 Payments (FOUR -17.03%) yesterday. The company announced financial results for the fourth quarter of 2024, made a $2.5 billion acquisition, finalized its CEO transition plan, and set long-term financial targets in its investor-day presentation.
fool.com
- 1 month ago
8. Profile
Summary
Shift4 Payments, Inc. FOUR
COUNTRY
US
INDUSTRY
Software - Infrastructure
MARKET CAP
$ 5.07 B
Dividend Yield
0.00%
Description
Shift4 Payments, Inc. provides integrated payment processing and technology solutions in the United States. It provides omni-channel card acceptance and processing solutions, including credit, debit, contactless card, Europay, Mastercard and visa, QR Pay, and mobile wallets, as well as alternative payment methods; merchant acquiring; proprietary omni-channel gateway; complementary software integrations; integrated and mobile point-of-sale (POS) solutions; security and risk management solutions; reporting and analytical tools; and web-store design, hosting, shopping cart management, and fulfillment integration, as well as tokenization, payment device and chargeback management, fraud prevention, and gift card solutions. The company also offers VenueNext that provides mobile ordering, countertop POS, and self-service kiosk services, as well as digital wallet to facilitate food and beverage, merchandise, and loyalty for stadium and entertainment venues; and Shift4Shop, which offers eCommerce solutions, including website builder, shopping cart, product catalog, order management, marketing, search engine optimization, secure hosting, and mobile webstores. In addition, it provides Lighthouse, a cloud-based business intelligence tool that includes customer engagement, social media management, online reputation management, scheduling, and product pricing, as well as reporting and analytics; SkyTab, a hybrid-cloud-based integrated POS solution; SkyTab Mobile, a mobile payment solution; and marketplace technology for integrations into third-party applications. Further, the company offers merchant management, training and education, marketing management, and incentives tracking solutions. Additionally, it provides merchant underwriting, onboarding and activation, training, risk management, and support services; and software integrations and compliance management, and partner support and services. The company was founded in 1999 and is headquartered in Allentown, Pennsylvania.
Contact
2202 North Irving Street, Allentown, PA, 18109
https://www.shift4.com
IPO
Date
June 5, 2020
Employees
4000
Officers
Mr. Jared Isaacman
Founder, Chief Executive Officer & Chairman
Mr. David Taylor Lauber
President
Ms. Nancy J. Disman CPA
Chief Financial Officer
Mr. Doug Demko
Chief Operating Officer
Mr. James Whalen
Chief Accounting Officer
Mr. Thomas Craig McCrohan
Executive Vice President of Investor Relations
Kim Rodgers
Chief HR Officer
Robb Kulin
Chief Information Officer
Nate Hirshberg
Senior Vice President of Marketing
Mr. Jordan R. Frankel
Secretary, General Counsel and Executive Vice President of Legal, Human Resources & Compliance