Shift4 Payments, Inc.

NYSE:FOUR Stock Report

Market Cap: US$7.7b

Shift4 Payments Management

Management criteria checks 4/4

Shift4 Payments' CEO is David Lauber, appointed in Feb 2022, has a tenure of 3.58 years. total yearly compensation is $6.64M, comprised of 5.3% salary and 94.7% bonuses, including company stock and options. directly owns 0.14% of the company’s shares, worth $11.01M. The average tenure of the management team and the board of directors is 2.4 years and 3.5 years respectively.

Key information

David Lauber

Chief executive officer

US$6.6m

Total compensation

CEO salary percentage5.27%
CEO tenure3.6yrs
CEO ownership0.1%
Management average tenure2.4yrs
Board average tenure3.5yrs

Recent management updates

Recent updates

Shift4: Shifting Into High Gear As It Integrates A Significant Acquisition

Aug 29

Here's Why We Think Shift4 Payments (NYSE:FOUR) Might Deserve Your Attention Today

Apr 12
Here's Why We Think Shift4 Payments (NYSE:FOUR) Might Deserve Your Attention Today

Shift4 Payments: This Is The Dip I Was Waiting For (Rating Upgrade)

Mar 20

Some Confidence Is Lacking In Shift4 Payments, Inc. (NYSE:FOUR) As Shares Slide 25%

Mar 08
Some Confidence Is Lacking In Shift4 Payments, Inc. (NYSE:FOUR) As Shares Slide 25%

Shareholders Should Be Pleased With Shift4 Payments, Inc.'s (NYSE:FOUR) Price

Jan 07
Shareholders Should Be Pleased With Shift4 Payments, Inc.'s (NYSE:FOUR) Price

Shift4 Payments Is A Growth Beast And A Reasonable Buy

Dec 20

Shift4: CEO Departure A Big Risk For Investors?

Dec 07

Shift4 Payments: Waiting For A Dip To Catch The Next Rip

Nov 18

Earnings Miss: Here's What Shift4 Payments, Inc. (NYSE:FOUR) Analysts Are Forecasting For Next Year

Nov 15
Earnings Miss: Here's What Shift4 Payments, Inc. (NYSE:FOUR) Analysts Are Forecasting For Next Year

Shift4 Payments: International Expansion Continues And The Stock Is Cheap

Sep 08
User avatar

Expanding Global Footprint And Diverse Offerings Set To Elevate Earnings And Market Position

Expansion into stadiums, hotels, and international markets, coupled with acquisitions like Revel and Vectron, aims to boost future revenue and EBITDA.

Shift4 Payments: Undervalued, But The Prolonged Search For A Buyer Makes It A Pass

Jun 27

Shift4 Payments: The CEO Is Buying, And So Am I

Jun 13

Shift4 Payments: Despite The Bearish Argument, There's A Lot To Like

May 21

Shift4 Payments: Improving Fundamentals + Declining Price = A Generational Buy

May 13

Shift4 Payments: The Sell-Off Appears Overdone

Apr 19

Shift4: 30% Revenue CAGR In Next 3 Years

Mar 30

Shift4: Deal's Off. Here's What's Next

Mar 19

Shift4 Payments Earnings Preview: 2024 Guidance Could Point To 30% CAGR

Feb 22

Shift4 Payments: Strong Execution Track Record At Reasonable Valuation

Jan 20

Shift4 Payments: Still Valuable At 15.4x EV/EBITDA

Jan 03

Shift4 Payments Is Buying Economies Of Scale

Dec 11

Shift4 Payments: Strong Growth At 25-30% CAGR In 2024, Priced At 16x FCF

Nov 16

Beyond The Noise: The Bull Case For Shift4 Payments

Oct 11

Shift4 Payments: A Strong Buy In The Payments Processing Industry

Sep 25

Shift4 Payments: A Bargain In The Transaction Aisle

Aug 30

Shift4 Payments Looks Strong Despite Blue Orca Short Report

Aug 21

CEO Compensation Analysis

How has David Lauber's remuneration changed compared to Shift4 Payments's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2025n/an/a

US$208m

Mar 31 2025n/an/a

US$223m

Dec 31 2024US$7mUS$350k

US$227m

Sep 30 2024n/an/a

US$127m

Jun 30 2024n/an/a

US$106m

Mar 31 2024n/an/a

US$92m

Dec 31 2023US$7mUS$350k

US$86m

Sep 30 2023n/an/a

US$102m

Jun 30 2023n/an/a

US$111m

Mar 31 2023n/an/a

US$97m

Dec 31 2022US$2mUS$350k

US$75m

Sep 30 2022n/an/a

US$36m

Jun 30 2022n/an/a

-US$15m

Mar 31 2022n/an/a

-US$24m

Dec 31 2021US$2mUS$249k

-US$49m

Sep 30 2021n/an/a

-US$53m

Jun 30 2021n/an/a

-US$48m

Mar 31 2021n/an/a

-US$52m

Dec 31 2020US$16mUS$231k

-US$19m

Compensation vs Market: David's total compensation ($USD6.64M) is about average for companies of similar size in the US market ($USD8.48M).

Compensation vs Earnings: David's compensation has been consistent with company performance over the past year.


CEO

David Lauber (41 yo)

3.6yrs
Tenure
US$6,637,491
Compensation

Mr. David Taylor Lauber serves as Chief Executive Officer, Principal Executive Officer and Director of Shift4 Payments, Inc. since June 5, 2025 and was its Chief Strategy Officer until June 5, 2025. He has...


Leadership Team

NamePositionTenureCompensationOwnership
Jared Isaacman
Founder & Executive Chairman5.8yrsUS$9.47m3.32%
$ 257.0m
David Lauber
President3.6yrsUS$6.64m0.14%
$ 11.0m
Christopher Cruz
Chief Financial Officerno dataUS$282.50k0.012%
$ 936.5k
Jordan Frankel
Secretary5.8yrsUS$2.95m0.24%
$ 18.5m
Doug Demko
Chief Operating Officerno datano datano data
James Whalen
Chief Accounting Officer2.1yrsno data0.082%
$ 6.3m
Thomas McCrohan
Executive Vice President of Investor Relationsno datano datano data
Nate Hirshberg
Senior Vice President of Marketing1.6yrsno datano data
Kim Rodgers
Chief HR Officerno datano datano data
Brendan Lauber
Vice Chairman2.7yrsno datano data
Michael Isaacman
Chief Commercial Officerno datano datano data
Tim Ernst
Senior Vice President of POS ENGINEERING3.7yrsno datano data
2.4yrs
Average Tenure
42yo
Average Age

Experienced Management: FOUR's management team is considered experienced (2.4 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Jared Isaacman
Founder & Executive Chairman5.8yrsUS$9.47m3.32%
$ 257.0m
David Lauber
Presidentless than a yearUS$6.64m0.14%
$ 11.0m
Sarah Goldsmith-Grover
Non-Employee Director5.3yrsUS$267.50k0.0066%
$ 509.3k
Jonathan Halkyard
Independent Director5.3yrsUS$283.75k0.021%
$ 1.6m
Sam Bakhshandehpour
Independent Director2.9yrsUS$267.50k0.011%
$ 823.5k
Nancy Disman
Directorless than a yearUS$3.49m0.11%
$ 8.7m
Seth Dallaire
Independent Directorless than a yearno data0.00090%
$ 69.7k
Karen Davis
Independent Director4.1yrsUS$270.00k0.0085%
$ 658.6k
3.5yrs
Average Tenure
53.5yo
Average Age

Experienced Board: FOUR's board of directors are considered experienced (3.5 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/09/05 16:42
End of Day Share Price 2025/09/05 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Shift4 Payments, Inc. is covered by 33 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ishan MajumdarBaptista Research
Ramsey El-AssalBarclays
John CoffeyBarclays