Added to YB: 2026-09-30
Pitch date: 2026-09-25
FOUR [bullish]
Shift4 Payments, Inc.
+3.77%
current return
Author Info
Kevin Curran spent 25 years as a buy side equity analyst and is now doing his own thing. Focused on financials, fintech, business services, and software, among others. Sign up for the newsletter.
Company Info
Shift4 Payments, Inc. engages in the provision of software and payment processing solutions in the United States and internationally.
Market Cap
$3.0B
Pitch Price
$37.91
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.78
P/E
60.13
EV/Sales
1.74
Sector
Financial Services
Category
value
Shift Four (FOUR) $38 - no position.
FOUR (monitor): Shift4 may offer attractive risk/reward over the next couple of quarters because much of the bad news may already be priced in. The first 25-35% of upside could come relatively easily, while a further 50% might require several quarters of evidence. Investors may be anticipating another modest guidance reset from Iran-war pressure on luxury-exposed Global Blue volumes, and the company’s complexity makes a sizeable position difficult.
Read full article (2 min)