Shift4 Payments Management
Management criteria checks 3/4
Shift4 Payments' CEO is Jared Isaacman, appointed in Jan 1998, has a tenure of 26.92 years. total yearly compensation is $8.94M, comprised of 0.6% salary and 99.4% bonuses, including company stock and options. directly owns 3.25% of the company’s shares, worth $306.65M. The average tenure of the management team and the board of directors is 2.1 years and 4.5 years respectively.
Key information
Jared Isaacman
Chief executive officer
US$8.9m
Total compensation
| CEO salary percentage | 0.6% |
| CEO tenure | 26.9yrs |
| CEO ownership | 3.3% |
| Management average tenure | 2.1yrs |
| Board average tenure | 4.5yrs |
Recent management updates
Recent updates
Shift4 Payments Is A Growth Beast And A Reasonable Buy
Dec 20Shift4: CEO Departure A Big Risk For Investors?
Dec 07Shift4 Payments: Waiting For A Dip To Catch The Next Rip
Nov 18Earnings Miss: Here's What Shift4 Payments, Inc. (NYSE:FOUR) Analysts Are Forecasting For Next Year
Nov 15
Shift4 Payments: International Expansion Continues And The Stock Is Cheap
Sep 08Shift4 Payments, Inc.'s (NYSE:FOUR) Popularity With Investors Is Clear
Aug 14Shift4 Payments: Undervalued, But The Prolonged Search For A Buyer Makes It A Pass
Jun 27Shift4 Payments: The CEO Is Buying, And So Am I
Jun 13Shift4 Payments: Despite The Bearish Argument, There's A Lot To Like
May 21Shift4 Payments: Improving Fundamentals + Declining Price = A Generational Buy
May 13Shift4 Payments: The Sell-Off Appears Overdone
Apr 19Shift4: 30% Revenue CAGR In Next 3 Years
Mar 30Shift4: Deal's Off. Here's What's Next
Mar 19Shift4 Payments Earnings Preview: 2024 Guidance Could Point To 30% CAGR
Feb 22The Price Is Right For Shift4 Payments, Inc. (NYSE:FOUR)
Jan 23Shift4 Payments: Strong Execution Track Record At Reasonable Valuation
Jan 20Shift4 Payments: Still Valuable At 15.4x EV/EBITDA
Jan 03Shift4 Payments Is Buying Economies Of Scale
Dec 11Shift4 Payments: Strong Growth At 25-30% CAGR In 2024, Priced At 16x FCF
Nov 16Beyond The Noise: The Bull Case For Shift4 Payments
Oct 11Shift4 Payments: A Strong Buy In The Payments Processing Industry
Sep 25Shift4 Payments: A Bargain In The Transaction Aisle
Aug 30Shift4 Payments Looks Strong Despite Blue Orca Short Report
Aug 21Shift4 Payments: Rapid Growth From This Hidden Gem
Jun 30Shift4 Payments: An Interesting Company That Was Recently The Subject Of A Short Report
Jun 03Shift4 Payments Ups Guidance On Strong Volume Growth
Dec 19CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Sep 30 2024 | n/a | n/a | US$126m |
| Jun 30 2024 | n/a | n/a | US$106m |
| Mar 31 2024 | n/a | n/a | US$92m |
| Dec 31 2023 | US$9m | US$50k | US$86m |
| Sep 30 2023 | n/a | n/a | US$102m |
| Jun 30 2023 | n/a | n/a | US$111m |
| Mar 31 2023 | n/a | n/a | US$97m |
| Dec 31 2022 | US$7m | US$50k | US$75m |
| Sep 30 2022 | n/a | n/a | US$36m |
| Jun 30 2022 | n/a | n/a | -US$15m |
| Mar 31 2022 | n/a | n/a | -US$24m |
| Dec 31 2021 | US$6m | US$48k | -US$49m |
| Sep 30 2021 | n/a | n/a | -US$53m |
| Jun 30 2021 | n/a | n/a | -US$48m |
| Mar 31 2021 | n/a | n/a | -US$52m |
| Dec 31 2020 | US$745k | US$189k | -US$19m |
| Sep 30 2020 | n/a | n/a | -US$18m |
| Jun 30 2020 | n/a | n/a | -US$36m |
| Mar 31 2020 | n/a | n/a | -US$43m |
| Dec 31 2019 | US$741k | US$500k | -US$57m |
Compensation vs Market: Jared's total compensation ($USD8.94M) is about average for companies of similar size in the US market ($USD7.98M).
Compensation vs Earnings: Jared's compensation has increased by more than 20% in the past year.
CEO
Jared Isaacman (41 yo)
26.9yrs
Tenure
US$8,936,909
Compensation
Mr. Jared Isaacman is President and Director of VenueNext, Inc. He is the Founder of Shift4 Payments, Inc. and has been Chief Executive Officer and Executive Director since November 5, 2019. Mr. Isaacman h...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder | 26.9yrs | US$8.94m | 3.25% $ 306.7m | |
| President | 2.8yrs | US$6.65m | 0.096% $ 9.1m | |
| Chief Financial Officer | 2.3yrs | US$3.49m | 0.081% $ 7.6m | |
| Secretary | 5.1yrs | US$2.95m | 0.23% $ 21.4m | |
| Chief Operating Officer | no data | no data | no data | |
| Chief Accounting Officer | 1.3yrs | no data | 0.053% $ 5.0m | |
| Chief Information Officer | 1.9yrs | no data | no data | |
| Executive Vice President of Investor Relations | no data | no data | no data | |
| Senior Vice President of Marketing | less than a year | no data | no data | |
| Chief HR Officer | no data | no data | no data | |
| Vice Chairman | 1.9yrs | no data | no data | |
| Chief Commercial Officer | no data | no data | no data |
2.1yrs
Average Tenure
41yo
Average Age
Experienced Management: FOUR's management team is considered experienced (2.1 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder | 5.1yrs | US$8.94m | 3.25% $ 306.7m | |
| Non-Employee Director | 4.5yrs | US$267.10k | 0.0081% $ 767.0k | |
| Independent Director | 4.5yrs | US$284.60k | 0.012% $ 1.1m | |
| Lead Independent Director | 5.1yrs | US$283.36k | 0.0036% $ 341.5k | |
| Independent Director | 2.2yrs | US$267.52k | 0.0022% $ 208.5k | |
| Director | 5.1yrs | US$250.02k | 0.024% $ 2.3m | |
| Independent Director | 3.3yrs | US$267.52k | 0.0051% $ 482.1k |
4.5yrs
Average Tenure
52yo
Average Age
Experienced Board: FOUR's board of directors are considered experienced (4.5 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/30 08:45 |
| End of Day Share Price | 2024/12/30 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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 here.
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 .
Analyst Sources
Shift4 Payments, Inc. is covered by 34 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Ishan Majumdar | Baptista Research |
| John Coffey | Barclays |
| Mark Palmer | Benchmark Company |