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Shift4 Payments, Inc. Stock Price

NYSE:FOUR Community·US$3.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 119 Fair Values set on narratives written by author

FOUR Share Price Performance

US$42.58
-47.49 (-52.73%)
US$65.73
Fair Value
US$42.58
-47.49 (-52.73%)
35.2% undervalued intrinsic discount
US$65.73
Fair Value
Price US$42.58
AnalystConsensusTarget US$65.73
AnalystLowTarget US$50.00
AnalystHighTarget US$121.55

FOUR Community Narratives

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Fair Value US$65.73 35.2% undervalued intrinsic discount

Sector Uncertainty And Partnerships Will Shape Future Cashless Payment Expansion

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63users have followed this narrative
·
Fair Value US$50 14.8% undervalued intrinsic discount

Global Blue Acquisition And Crypto Integration Will Unlock Global Markets

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2users have followed this narrative
·
Fair Value US$121.55 65.0% undervalued intrinsic discount

Digital And Integrated Payment Trends Will Redefine Global Markets

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1users have followed this narrative
US$50
14.8% undervalued intrinsic discount
Revenue
16.7% p.a.
Profit Margin
3.49%
Future PE
28.06x
Price in 2029
US$65.37
US$65.73
35.2% undervalued intrinsic discount
Revenue
17.19% p.a.
Profit Margin
4.6%
Future PE
27.57x
Price in 2029
US$85.68
US$121.55
65.0% undervalued intrinsic discount
Revenue
20.5% p.a.
Profit Margin
15.26%
Future PE
10.2x
Price in 2029
US$156.65

Trending Discussion

Updated Narratives

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FOUR: Hospitality Partnerships And Share Repurchases Will Support A More Balanced Outlook

Fair Value: US$50 14.8% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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FOUR: Slower Organic Trends But AI Partnerships And Buybacks Will Support Upside

Fair Value: US$65.73 35.2% undervalued intrinsic discount
63 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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FOUR: Stablecoin Settlement Platform And Buyback Authorization Will Support Future Upside

Fair Value: US$121.55 65.0% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential with slight risk.

4 Risks
2 Rewards

Shift4 Payments, Inc. Key Details

US$4.5b

Revenue

US$2.9b

Cost of Revenue

US$1.6b

Gross Profit

US$1.5b

Other Expenses

US$62.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.73
35.10%
1.39%
254.0%
View Full Analysis

About FOUR

Founded
1999
Employees
6300
CEO
David Lauber
WebsiteView website
www.shift4.com

Shift4 Payments, Inc. engages in the provision of software and payment processing solutions in the United States and internationally. The company offers a payments platform, which provides omnichannel card acceptance; and processing solutions across multiple payment types, including credit, debit, contactless card, Europay, MasterCard and Visa, QR Pay, and mobile wallets, as well as alternative payment methods, such as Apple Pay, Google Pay, Alipay, and WeChat Pay. It also provides technology solutions, such as SkyTab POS, which provides purpose-built POS workstations; SkyTab Mobile, which provides pay-at-the-table, order-at-the-table, delivery, customer feedback, and email marketing solutions; SkyTab Venue, which provides mobile ordering, countertop POS, self-service kiosk, and digital wallet solutions; Lighthouse, a cloud-based suite of business intelligence tools that includes customer engagement, social media management, online reputation management, scheduling and product pricing, extensive reporting, and analytics; The Giving Block, a cryptocurrency donation marketplace; Shift4Shop, an e-commerce platform that creates a web store and tools to manage product catalog, order fulfillment and inventory management, search engine optimization, and secure hosting; and Marketplace, which enables integrations into third-party applications, as well as loyalty and inventory management. In addition, the company offers merchant operations and support services, including underwriting, onboarding, and activation; training; risk management; and support services. Further, it provides software partner operations and support services, including software integrations and compliance management; partner support; and partner services. The company distributes its products through independent software vendors, internal sales and support networks, enterprises, and value-added resellers. Shift4 Payments, Inc. was founded in 1999 and is headquartered in Center Valley, Pennsylvania.

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