Shift4 Payments Tidigare resultatutveckling
Tidigare kriterier kontrolleras 2/6
Shift4 Payments har ökat intäkterna med en genomsnittlig årlig takt på 48.1%, medan Diversified Financial -branschen såg intäkterna växer på 13.5% årligen. Intäkterna har varit växande med en genomsnittlig takt på 27.3% per år. Shift4 Payments s avkastning på eget kapital är 7.8% och den har en nettomarginal på 1.4%.
Viktig information
48.14%
Tillväxttakt i vinsten
46.19%
Tillväxttakt för EPS
| Diversified Financial Tillväxt i branschen | 6.15% |
| Intäkternas tillväxttakt | 27.31% |
| Avkastning på eget kapital | 7.81% |
| Nettomarginal | 1.39% |
| Senaste uppdateringen av resultatet | 31 Mar 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Uppdatering av berättelse • Jun 07
FOUR: Insider Buying And Venue Partnerships Will Support Future Upside
Shift4 Payments' analyst price target has been revised down by roughly 20%, from about $121.55 to $96.64. Analysts are recalibrating assumptions around growth, margins and future P/E, while recent research updates cluster around lower $40s to mid $40s price targets and reflect a more neutral stance on the stock.
Uppdatering av berättelse • May 23
FOUR: Hospitality Deals And Buybacks Will Shape A Cautious Yet Balanced Outlook
Analysts have trimmed the implied fair value for Shift4 Payments stock to $40 from $50, reflecting a series of reduced price targets as they factor in more modest revenue growth expectations alongside slightly higher margin assumptions and lower projected P/E multiples. Analyst Commentary Recent Street research on Shift4 Payments has leaned more cautious, with several bearish analysts trimming price targets and downgrading ratings as they reassess growth, execution, and valuation risks.Seeking Alpha • May 13
Shift4 Payments: Strong Growth, Expanding Margins, Cheap Stock
Summary Shift4 Payments is rated Strong Buy with a 12-month price target of $72.80, reflecting undervalued global growth and margin expansion. Q1 results showed GRLNF up 49% YoY and adjusted EBITDA up 39% YoY, with management reaffirming robust FY guidance despite travel headwinds. Acquisitions like Global Blue and Bambora have transformed FOUR into a diversified global commerce platform, with international GRLNF guided to grow 25%+ in 2026. FOUR trades at a steep discount to peers despite high growth, strong FCF generation, and credible integration progress, supporting the case for multiple expansion. Read the full article on Seeking AlphaUppdatering av berättelse • May 01
FOUR: Hospitality Partnerships And Share Repurchases Will Support A More Balanced Outlook
Shift4 Payments' updated analyst price targets have generally shifted lower in recent months, with cuts such as BTIG trimming its target from $80 to $70 and Morgan Stanley reducing its view from $80 to $50 as analysts factor in slower organic revenue growth, mixed Q4 results, cautious 2026 guidance, and lower peer multiples. Analyst Commentary Recent Street research on Shift4 Payments has tilted more cautious, with several bearish analysts cutting price targets and moving to more neutral or negative ratings following mixed Q4 results and a softer outlook for 2026.
Uppdatering av berättelse • Apr 16
FOUR: Slower Organic Trends But AI Partnerships And Buybacks Will Support Upside
Analysts have trimmed their average price target on Shift4 Payments slightly, reflecting a modest fair value adjustment to about $65.73 as multiple firms reduced targets in response to slower organic growth, softer revenue yield and more cautious long term guidance. Analyst Commentary Recent research on Shift4 Payments points to a split view, with several firms cutting ratings or targets while others still see upside if management can execute on its plans and growth initiatives.Uppdatering av berättelse • Apr 02
FOUR: Slower Organic Trends And 2026 Reset Will Unlock Long Term Upside
Analysts have trimmed Shift4 Payments' average price targets across the Street, with cuts ranging from about $3 to $40, reflecting concerns about slower organic growth, softer near term trends, and a more cautious outlook on 2026 guidance, even as many still highlight multiple growth levers and potential shareholder value creation. Analyst Commentary Recent research on Shift4 Payments highlights a split view, with bearish analysts focused on slower organic growth and softer near term trends, while bullish analysts point to multiple avenues for execution and shareholder value creation despite reduced targets.Uppdatering av berättelse • Mar 19
FOUR: Slower Organic Trends Will Set Up Long Term Upside Potential
Analysts have reset expectations on Shift4 Payments, with the implied fair value estimate moving from about $95.86 to $65.96 as they factor in slower organic revenue growth, softer profit margins, a higher discount rate, and a higher future P/E multiple following a broad round of price target cuts across the Street. Analyst Commentary Recent research on Shift4 Payments reflects a wide range of opinions, with most firms cutting price targets but diverging on how much weight to put on slower organic growth, Q4 execution, and the updated 2026 outlook.Uppdatering av berättelse • Mar 05
FOUR: Stablecoin Platform And Hospitality Softness Will Shape A More Balanced Outlook
Narrative Update: Shift4 Payments Analysts have reset expectations for Shift4 Payments, with our fair value estimate moving from $65.00 to $50.00 as they factor in softer organic revenue growth, lower revenue yield, increased discount rates, reduced profit margin assumptions, and a much higher future P/E multiple following a series of price target cuts across the Street. Analyst Commentary Recent Street research on Shift4 Payments has turned more cautious, with a series of price target cuts and rating changes that frame a more risk aware outlook on the stock.Uppdatering av berättelse • Feb 19
FOUR: Stablecoin And Sports Deals Will Counter Softer Hospitality Expectations
Analysts have trimmed their average price target on Shift4 Payments by about $10 to $101. This reflects softer near term expectations, especially around hotel RevPAR, and related estimate cuts heading into the next earnings report.Uppdatering av berättelse • Feb 05
FOUR: Stablecoin And Sports Deals Will Offset Hospitality Weakness Concerns
Analysts have trimmed their average price targets on Shift4 Payments by single digit dollar amounts, citing softer near term hospitality trends, slightly lower organic volume expectations, and modestly reduced long term revenue and profit forecasts, even as they acknowledge the company's recent execution and ongoing growth drivers. Analyst Commentary Recent Street research around Shift4 Payments has tilted more cautious, with a series of price target cuts and at least one downgrade reflecting increased focus on execution risks and softer expectations tied to the hospitality and restaurant verticals.Uppdatering av berättelse • Jan 22
FOUR: Cautious Long Term Margins Offset By New Stablecoin And Sports Deals
Analysts cut their fair value estimate for Shift4 Payments to about $65.00 from roughly $96.14, citing a mix of lower price targets across the Street, a higher discount rate, and revised assumptions for long term margins and P/E multiples, even as revenue growth expectations were adjusted higher. Analyst Commentary Recent Street research around Shift4 Payments has leaned more cautious, with a series of reduced price targets and at least one downgrade.Uppdatering av berättelse • Jan 07
FOUR: Stablecoin Settlement Platform And Buyback Authorization Will Support Future Upside
Analysts have slightly raised their fair value estimate for Shift4 Payments to about $121.55 from roughly $120.86. This reflects modestly lower revenue growth assumptions, a higher projected profit margin, and recent Street price target reductions that factor in macro uncertainty, softer hospitality and restaurant expectations, and mixed contributions from acquisitions.Uppdatering av berättelse • Dec 24
FOUR Stablecoin Expansion And Buyback Program Will Drive Future Upside
Shift4 Payments' fair value estimate has been revised down from about $151 to $121 per share, as analysts modestly trim long term revenue and EBITDA forecasts amid macro uncertainty, softer expectations in certain hospitality and restaurant verticals, and broadly lower Street price targets despite still solid organic growth and profitability trends. Analyst Commentary Despite a broad reset in price targets, Street commentary remains generally constructive on Shift4 Payments, with many bullish analysts emphasizing the company’s strong execution, durable growth profile, and attractive risk reward after recent share price volatility.Uppdatering av berättelse • Dec 10
FOUR: Upcoming Buyback And Sports Partnerships Will Drive Long Term Upside
Analysts have nudged their average price targets for Shift4 Payments slightly lower, trimming them by a few dollars per share. This reflects modestly reduced long term growth and margin assumptions amid macro and vertical specific uncertainty, despite still robust underlying fundamentals.Uppdatering av berättelse • Nov 26
FOUR: Upcoming Buyback Authorization And Sports Expansions Will Drive Shareholder Value
Analysts have slightly reduced their average price target for Shift4 Payments, lowering it by less than $1 as they factor in moderate updates to growth estimates and profit margins because of near-term uncertainties in core verticals. Analyst Commentary Analyst sentiment on Shift4 Payments is mixed, with recent research reflecting both optimism about the company’s long-term prospects and caution surrounding near-term risks.Uppdatering av berättelse • Nov 11
FOUR: Future Buyback Authorization And Sports Expansion Will Support Shareholder Return
Shift4 Payments' analyst price target has been lowered from approximately $106 to $97, as analysts cite strong core business momentum. However, they note this is tempered by further macroeconomic uncertainty and revised growth expectations.Uppdatering av berättelse • Oct 28
Sector Uncertainty And Partnerships Will Shape Future Cashless Payment Expansion
Shift4 Payments' fair value estimate was revised slightly downward to $105.62 from $108.35. Analysts cited modestly lower growth and profit margin assumptions amid ongoing sector uncertainty and recent price target reductions.Uppdatering av berättelse • Oct 13
International Acquisitions Will Drive New Cashless Payment Opportunities
Analysts have lowered their price target for Shift4 Payments by approximately $2 to $108.35. They cite near-term growth headwinds and slightly reduced profit margins, despite resilient core business performance and optimism for long-term revenue opportunities.Uppdatering av berättelse • Sep 04
International Acquisitions Will Drive New Cashless Payment Opportunities
Despite mixed Q2 results, sector underperformance, and heightened macroeconomic uncertainty leading to near-term disappointment, analysts remain constructive on Shift4 Payments’ long-term growth prospects, resulting in an unchanged consensus price target of $110.62. Analyst Commentary Mixed Q2 results: Slight revenue beat and EBITDA in-line, but Q2 volume missed expectations, leading to short-term disappointment and recent stock underperformance.Analysartikel • Apr 12
Here's Why We Think Shift4 Payments (NYSE:FOUR) Might Deserve Your Attention Today
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Seeking Alpha • Mar 20
Shift4 Payments: This Is The Dip I Was Waiting For (Rating Upgrade)
Summary 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. Competitors like Adyen, Toast, and Block exist, but Shift4's growing profitability and strategic advantages make it a compelling investment. Read the full article on Seeking AlphaAnalysartikel • Mar 08
Some Confidence Is Lacking In Shift4 Payments, Inc. (NYSE:FOUR) As Shares Slide 25%
Shift4 Payments, Inc. ( NYSE:FOUR ) shares have had a horrible month, losing 25% after a relatively good period...Analysartikel • Jan 07
Shareholders Should Be Pleased With Shift4 Payments, Inc.'s (NYSE:FOUR) Price
With a price-to-earnings (or "P/E") ratio of 59.4x Shift4 Payments, Inc. ( NYSE:FOUR ) may be sending very bearish...Seeking Alpha • Dec 20
Shift4 Payments Is A Growth Beast And A Reasonable Buy
Summary Shift4 Payments processes payments for over 200,000 businesses in the retail, hospitality, leisure, and restaurant industries, specializing in mobile payment solutions. The company's fundamentals are very good, and it is trading at a reasonable valuation at current price levels. The company faces intense competition, while the potential departure of its CEO adds an element of uncertainty. Further, the margin of safety when it comes to investing in Shift4 appears thin. I rate FOUR as a reasonable Buy, but I encourage investors to wait for a better entry price point for a higher margin of safety. Read the full article on Seeking AlphaSeeking Alpha • Dec 07
Shift4: CEO Departure A Big Risk For Investors?
Summary Shift4 has shown impressive growth, with revenue increasing from $766M to $2.5B since 2020, driven by strategic investments and acquisitions. Jared Isaacman's leadership and unique background in technology and aviation have been pivotal, but his potential departure for a NASA role poses a risk. Shift4 dominates the hospitality industry with cost-effective POS solutions, expanding market share and securing new contracts in hotels and international markets. Despite potential leadership changes, Shift4's strong double-digit growth potential, acquisition-driven focus, and favorable market conditions make it a compelling investment before 2025. Read the full article on Seeking AlphaSeeking Alpha • Nov 18
Shift4 Payments: Waiting For A Dip To Catch The Next Rip
Summary Shift4 Payments is reasonably valued with high growth potential, expanding profit margins, and a strong return on equity. The company's competitive advantage lies in its "software plus payments" strategy, extensive software integrations, and successful acquisitions like Givex, which enhance its moat. Financially robust, Shift4 has raised its guidance, showing impressive revenue and EBITDA growth. Despite the positive outlook, I rate Shift4 as a Hold for now, as the stock has rallied 80% in a short period, and it's near a resistance. The stock will soon be added to the S&P 400 MidCap Index, which sent shares higher in after-hours trading on Friday. Read the full article on Seeking AlphaAnalysartikel • Nov 15
Earnings Miss: Here's What Shift4 Payments, Inc. (NYSE:FOUR) Analysts Are Forecasting For Next Year
Shift4 Payments, Inc. ( NYSE:FOUR ) missed earnings with its latest quarterly results, disappointing overly-optimistic...Seeking Alpha • Sep 08
Shift4 Payments: International Expansion Continues And The Stock Is Cheap
Summary During Q1 2024 the CEO of FOUR was buying shares aggressively and the Q2 results finally came out to find out the reason for his excitement. The company continues to maintain organic growth of 25% + acquisitions. It also expects to expand aggressively into Africa and Asia soon. Despite this news and having raised the guidance, the stock is trading at 17 times EV/EBITDA and 13 times FCF. Something cheap in my opinion. Read the full article on Seeking Alpha
Ny berättelse • Aug 27
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.Analysartikel • Aug 14
Shift4 Payments, Inc.'s (NYSE:FOUR) Popularity With Investors Is Clear
With a price-to-earnings (or "P/E") ratio of 47.9x Shift4 Payments, Inc. ( NYSE:FOUR ) may be sending very bearish...Fördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Shift4 Payments tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 31 Mar 26 | 4,453 | 62 | 831 | 0 |
| 31 Dec 25 | 4,180 | 80 | 754 | 0 |
| 30 Sep 25 | 3,879 | 173 | 654 | 0 |
| 30 Jun 25 | 3,611 | 213 | 576 | 0 |
| 31 Mar 25 | 3,472 | 228 | 550 | 0 |
| 31 Dec 24 | 3,331 | 232 | 502 | 0 |
| 30 Sep 24 | 3,149 | 126 | 457 | 0 |
| 30 Jun 24 | 2,915 | 106 | 411 | 0 |
| 31 Mar 24 | 2,725 | 92 | 380 | 0 |
| 31 Dec 23 | 2,565 | 86 | 377 | 0 |
| 30 Sep 23 | 2,397 | 102 | 341 | 0 |
| 30 Jun 23 | 2,269 | 111 | 336 | 0 |
| 31 Mar 23 | 2,139 | 97 | 310 | 0 |
| 31 Dec 22 | 1,994 | 75 | 316 | 0 |
| 30 Sep 22 | 1,855 | 36 | 259 | 0 |
| 30 Jun 22 | 1,686 | -15 | 232 | 0 |
| 31 Mar 22 | 1,530 | -24 | 246 | 0 |
| 31 Dec 21 | 1,368 | -49 | 265 | 0 |
| 30 Sep 21 | 1,179 | -53 | 244 | 0 |
| 30 Jun 21 | 1,016 | -48 | 224 | 0 |
| 31 Mar 21 | 807 | -52 | 227 | 0 |
| 31 Dec 20 | 767 | -19 | 200 | 0 |
| 30 Sep 20 | 758 | -18 | 175 | 0 |
| 30 Jun 20 | 737 | -36 | 172 | 0 |
| 31 Mar 20 | 776 | -43 | 119 | 0 |
| 31 Dec 19 | 731 | -57 | 112 | 0 |
| 31 Dec 18 | 561 | -55 | 94 | 0 |
Kvalitetsintäkter: FOUR har inkomster av hög kvalitet.
Växande vinstmarginal: FOUR s nuvarande netto vinstmarginaler (1.4%) är lägre än förra året (6.6%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: FOUR har blivit lönsamt under de senaste 5 åren och ökat intäkterna med 48.1% per år.
Accelererande tillväxt: FOUR s har haft negativ intäktstillväxt under det senaste året, så det kan inte jämföras med dess 5-åriga genomsnitt.
Resultat vs industri: FOUR hade negativ intäktstillväxt ( -72.9% ) under det senaste året, vilket gör det svårt att jämföra med branschens genomsnitt Diversified Financial ( 8.6% ).
Avkastning på eget kapital
Hög ROE: FOUR s avkastning på eget kapital ( 7.8% ) anses vara låg.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/10 19:11 |
| Aktiekurs vid dagens slut | 2026/06/10 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Shift4 Payments, Inc. bevakas av 34 analytiker. 20 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Ramsey El-Assal | Barclays |
| John Coffey | Barclays |
| Mark Palmer | Benchmark Company |