Shift4 Payments, Inc. (FOUR)

US — Technology Sector
Peers: IOT  FLYW  DLO  CFLT  ADYEY  GTM  BILL  NCNO  TOST 

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Key Metrics & Ratings

  • symbol FOUR
  • Rev/Share 39.7932
  • Book/Share 30.378
  • PB 3.8142
  • Debt/Equity 2.3665
  • CurrentRatio 2.5321
  • ROIC -0.7816

 

  • MktCap 8283171888.0
  • FreeCF/Share 8.8946
  • PFCF 14.0131
  • PE 23.653
  • Debt/Assets 0.5391
  • DivYield 0
  • ROE 0.2558

 

  • Rating B-
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • DCF Score 3
  • P/B Score 2
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Resumed FOUR Deutsche Bank -- Buy -- $120 July 17, 2025
Initiation FOUR Truist -- Hold -- $97 June 2, 2025
Upgrade FOUR Raymond James Outperform Strong Buy -- $140 March 10, 2025
Initiation FOUR Deutsche Bank -- Hold -- $120 Feb. 3, 2025
Downgrade FOUR Keefe Bruyette Outperform Market Perform -- $112 Dec. 9, 2024
Downgrade FOUR The Benchmark Company Buy Hold -- -- Dec. 5, 2024
Downgrade FOUR BofA Securities Buy Neutral -- -- Dec. 4, 2024
Initiation FOUR Barclays -- Overweight -- $120 Oct. 9, 2024
Initiation FOUR Oppenheimer -- Outperform -- $109 Oct. 1, 2024

News

Shift4 Announces Launch of Offering of Series A Mandatory Convertible Preferred Stock
FOUR
Published: April 30, 2025 by: Business Wire
Sentiment: Neutral

CENTER VALLEY, Pa.--(BUSINESS WIRE)---- $FOUR--Shift4 Payments, Inc. (NYSE: FOUR) (“Shift4” or the “Company”), a leader in integrated payments and commerce technology, today announced the launch of an underwritten public offering (the “Offering”) of 7,500,000 shares of Series A Mandatory Convertible Preferred Stock, par value $0.0001 per share (“Mandatory Convertible Preferred Stock”), of the Company, subject to market conditions. Shift4 expects to grant to the underwriters of the Offering a 30-day optio.

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image for news Shift4 Announces Launch of Offering of Series A Mandatory Convertible Preferred Stock
Shift4 Payments Q1 Earnings: Capitalizing On Payment Tech Growth
FOUR
Published: April 30, 2025 by: Seeking Alpha
Sentiment: Positive

The payments industry is evolving rapidly, and Shift4 Payments is poised for significant growth, especially with the recent leadership change and strong earnings performance. Shift4's Q1 payment volume increased by 35% year-over-year, with organic revenue growth expected to be +20% for 2025, driven by innovations like SkyTab. The acquisition of Global Blue for $2.5 billion will expand Shift4's global footprint and enhance cross-sell opportunities, despite competitive pressures from larger fintech firms.

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image for news Shift4 Payments Q1 Earnings: Capitalizing On Payment Tech Growth
Shift4 Payments, Inc. (FOUR) Q1 2025 Earnings Call Transcript
FOUR
Published: April 29, 2025 by: Seeking Alpha
Sentiment: Neutral

Shift4 Payments, Inc. (NYSE:FOUR ) Q1 2025 Earnings Conference Call April 29, 2025 8:30 AM ET Company Participants Tom McCrohan - EVP, IR Taylor Lauber - President and Incoming CEO Nancy Disman - CFO Conference Call Participants Rayna Kumar - Oppenheimer Darrin Peller - Wolfe Research Adam Frisch - Evercore ISI Timothy Chiodo - UBS Andrew Harte - BTIG Andrew Jeffrey - William Blair Andrew Bauch - Wells Fargo Dominic Ball - Redburn Atlantic Matt O'Neill - FT Partners Jamie Friedman - Susquehanna Financial Jeff Cantwell - Seaport Research Andrew Schmidt - Citi Operator Greetings. Welcome to the Shift4 First …

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image for news Shift4 Payments, Inc. (FOUR) Q1 2025 Earnings Call Transcript
Shift4 shares surge 11% on earnings beat as fintech stocks climb on results and upgrades
FOUR
Published: April 29, 2025 by: CNBC
Sentiment: Positive

Shift4 stock jumped 11% after the company raised its full-year guidance and topped expectations on payment volume. Upstart gained on a Bank of America upgrade citing improved fundamentals, stronger funding, and diversification beyond subprime loans.

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image for news Shift4 shares surge 11% on earnings beat as fintech stocks climb on results and upgrades
Shift4 Payments (FOUR) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
FOUR
Published: April 29, 2025 by: Zacks Investment Research
Sentiment: Positive

The headline numbers for Shift4 Payments (FOUR) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

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image for news Shift4 Payments (FOUR) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Shift4 Payments (FOUR) Q1 Earnings and Revenues Top Estimates
FOUR
Published: April 29, 2025 by: Zacks Investment Research
Sentiment: Positive

Shift4 Payments (FOUR) came out with quarterly earnings of $1.07 per share, beating the Zacks Consensus Estimate of $0.71 per share. This compares to earnings of $0.54 per share a year ago.

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image for news Shift4 Payments (FOUR) Q1 Earnings and Revenues Top Estimates
PAGS or FOUR: Which Is the Better Value Stock Right Now?
FOUR, PAGS
Published: April 18, 2025 by: Zacks Investment Research
Sentiment: Neutral

Investors interested in stocks from the Financial Transaction Services sector have probably already heard of PagSeguro Digital Ltd. (PAGS) and Shift4 Payments (FOUR).

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image for news PAGS or FOUR: Which Is the Better Value Stock Right Now?
Looking for Stocks with Positive Earnings Momentum? Check Out These 2 Business Services Names
FOUR, MA
Published: April 09, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

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image for news Looking for Stocks with Positive Earnings Momentum? Check Out These 2 Business Services Names
PAGS vs. FOUR: Which Stock Is the Better Value Option?
FOUR, PAGS
Published: April 02, 2025 by: Zacks Investment Research
Sentiment: Neutral

Investors interested in stocks from the Financial Transaction Services sector have probably already heard of PagSeguro Digital Ltd. (PAGS) and Shift4 Payments (FOUR).

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image for news PAGS vs. FOUR: Which Stock Is the Better Value Option?
Shift4 Payments Is A Buy After The Recent Underperformance
FOUR
Published: March 25, 2025 by: Seeking Alpha
Sentiment: Positive

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.

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image for news Shift4 Payments Is A Buy After The Recent Underperformance
Shift4 Payments: This Is The Dip I Was Waiting For (Rating Upgrade)
FOUR
Published: March 20, 2025 by: Seeking Alpha
Sentiment: Positive

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.

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image for news Shift4 Payments: This Is The Dip I Was Waiting For (Rating Upgrade)
Shift4 Explores Tencent and Alipay Pacts After Acquiring Global Blue
FOUR, TCEHY
Published: February 19, 2025 by: PYMNTS
Sentiment: Positive

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.

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image for news Shift4 Explores Tencent and Alipay Pacts After Acquiring Global Blue
Here's Why Shift4 Stock Crashed Today
FOUR
Published: February 19, 2025 by: The Motley Fool
Sentiment: Negative

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.

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image for news Here's Why Shift4 Stock Crashed Today
Shift4 Payments, Inc. (FOUR) Q4 2024 Earnings Call Transcript
FOUR
Published: February 18, 2025 by: Seeking Alpha
Sentiment: Neutral

Shift4 Payments, Inc. (NYSE:FOUR ) Q4 2024 Earnings Conference Call February 18, 2025 4:10 PM ET Company Participants Tom McCrohan - Executive Vice President of Investor Relations Jared Isaacman - Chief Executive Officer Taylor Lauber - President & Chief Strategy Officer Nancy Disman - Chief Financial Officer Conference Call Participants Operator Greetings, and welcome to the Shift4 Fourth Quarter 2024 Earnings Call. At this time, all participants are in a listen-only mode.

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image for news Shift4 Payments, Inc. (FOUR) Q4 2024 Earnings Call Transcript
Compared to Estimates, Shift4 Payments (FOUR) Q4 Earnings: A Look at Key Metrics
FOUR
Published: February 18, 2025 by: Zacks Investment Research
Sentiment: Neutral

While the top- and bottom-line numbers for Shift4 Payments (FOUR) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

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image for news Compared to Estimates, Shift4 Payments (FOUR) Q4 Earnings: A Look at Key Metrics

About Shift4 Payments, Inc. (FOUR)

  • IPO Date 2020-06-05
  • Website https://www.shift4.com
  • Industry Software - Infrastructure
  • CEO Jared Isaacman
  • Employees 4000

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.