Symbols / FOUR Stock $40.87 +0.22% Shift4 Payments, Inc.

Technology • Software - Infrastructure • United States • NYQ
FOUR (Stock) Chart
O: — H: — L: — C: — V: —
SMA 20: — SMA 50: — SMA 200: —
Stock Fundamentals
Scroll to Statements
Index EQUITY
Sector Technology
Industry Software - Infrastructure
CEO Mr. David Taylor Lauber
Exch · Country NYQ · United States
Market Cap 4.05B
Enterprise Value 8.48B
Income 62.00M
Sales 4.45B
FCF (ttm) 488.45M
Book/sh 7.24
Cash/sh 5.96
Employees 6,300
Insider 10d —
IPO Jun 05, 2020
Div forward ($/yr)
Div TTM ($/yr)
Dividend Yield
Ex-Div Date
5Y Avg Yield
Yield vs 5Y Avg
Payout 0.00%
P/E 46.98
Forward P/E 6.14
PEG 0.29
P/S 0.91
P/B 5.65
P/C —
EV/EBITDA 9.96
EV/Sales 1.90
Quick Ratio 0.69
Current Ratio 1.22
Debt/Eq 257.42
LT Debt/Eq —
EPS (ttm) 0.87
EPS next Y 6.66
EPS Growth —
Revenue Growth 32.20%
EPS Gr Q/Q -11.80%
Rev Gr Q/Q —
Earnings (next) 2026-08-04
Earnings (prior) 2026-05-06
ROA 3.67%
ROE 9.94%
ROIC —
Gross Margin 35.10%
Oper. Margin 5.00%
Profit Margin 2.63%
Shs Outstand 79.33M
Shs Float 46.45M
Insider Own 29.83%
Instit Own 98.11%
Short Float 19.26%
Short Ratio 6.80
Short Interest 15.04M
52W High 108.50
vs 52W High -62.33%
52W Low 39.61
vs 52W Low 3.19%
Beta 1.44
Impl. Vol. 70.41%
Rel Volume 0.92
Avg Volume 2.33M
Volume 2.14M
Target (mean) $61.52
Tgt Median $55.00
Tgt Low $45.00
Tgt High $120.00
# Analysts 21
Recom Buy
Prev Close $40.78
Price $40.87
Change 0.22%
About

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.

Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus
$61.52
Mean price target
2. Current target
$40.87
Latest analyst target
3. DCF / Fair value
$110.83
Simplified: (Free Cash Flow ÷ Shares) × 18 (P/FCF multiple). Not a …
Ratings
Current target
$40.87
Low
$45.00
High
$120.00
Mean
$61.52

Latest analyst rating changes

Date Action Analyst Rating Change Price Target
2026-05-12 main DA Davidson Buy → Buy $74
2026-05-08 main RBC Capital Outperform → Outperform $65
2026-05-08 main Keefe, Bruyette & Woods Market Perform → Market Perform $52
2026-05-07 reit BTIG Buy → Buy $70
2026-04-22 init BMO Capital — → Market Perform $50
2026-04-21 main Evercore ISI Group In-Line → In-Line $50
2026-04-16 down Seaport Global Buy → Neutral —
2026-04-15 down Wolfe Research Outperform → Peer Perform —
2026-03-26 down Raymond James Strong Buy → Outperform $67
2026-03-05 main BTIG Buy → Buy $70
2026-03-02 main DA Davidson Buy → Buy $82
2026-03-02 main Benchmark Buy → Buy $67
2026-03-02 main Goldman Sachs Neutral → Neutral $56
2026-02-27 main Wells Fargo Equal-Weight → Equal-Weight $55
2026-02-27 main Keefe, Bruyette & Woods Market Perform → Market Perform $60
2026-02-27 main Evercore ISI Group In-Line → In-Line $55
2026-02-26 main BTIG Buy → Buy $80
2026-02-19 reit BTIG Buy → Buy $105
2026-01-16 down Deutsche Bank Buy → Hold $65
2026-01-14 main Seaport Global Buy → Buy $89
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2026-03-17 ISAACMAN JARED Beneficial Owner of more than 10% of a Class of Security — 1,600 $0.00 $0
2026-03-10 ISAACMAN JARED Beneficial Owner of more than 10% of a Class of Security — 43,827 $45.75 $2,004,879
2026-03-02 ISAACMAN JARED Beneficial Owner of more than 10% of a Class of Security — 45,693 $43.83 $2,002,948
2026-02-27 ISAACMAN JARED Beneficial Owner of more than 10% of a Class of Security — 296,237 $44.15 $13,658,260
2026-02-27 WHALEN JAMES J. Officer — 17,018 $44.07 $749,983
2026-02-27 DISMAN NANCY J. Director — 76,015 $44.07 $3,349,981
2026-02-27 CRUZ CHRISTOPHER NESTOR Chief Financial Officer — 17,137 $44.07 $755,228
2026-02-27 LAUBER DAVID TAYLOR Chief Executive Officer — 222,373 $44.07 $9,799,978
2026-02-27 FRANKEL JORDAN Officer — 62,514 $44.07 $2,754,992
2026-02-06 ISAACMAN JARED Beneficial Owner of more than 10% of a Class of Security — 1,123,309 $0.00 $0
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Revenue
4,180.00
+25.49%
3,331.00
+29.86%
2,565.00
+28.66%
1,993.60
Operating Revenue
4,180.00
+25.49%
3,331.00
+29.86%
2,565.00
+28.66%
1,993.60
Cost Of Revenue
2,752.00
+16.71%
2,358.00
+25.63%
1,877.00
+23.21%
1,523.40
Reconciled Cost Of Revenue
2,610.00
+15.44%
2,261.00
+24.50%
1,816.00
+23.47%
1,470.80
Gross Profit
1,428.00
+46.76%
973.00
+41.42%
688.00
+46.32%
470.20
Operating Expense
1,091.00
+51.11%
722.00
+35.97%
531.00
+28.85%
412.10
Selling General And Administration
801.00
+53.45%
522.00
+38.46%
377.00
+19.46%
315.60
Selling And Marketing Expense
32.00
+45.45%
22.00
+46.67%
15.00
+0.67%
14.90
General And Administrative Expense
769.00
+53.80%
500.00
+38.12%
362.00
+20.39%
300.70
Other Gand A
769.00
+53.80%
500.00
+38.12%
362.00
+20.39%
300.70
Total Expenses
3,843.00
+24.77%
3,080.00
+27.91%
2,408.00
+24.41%
1,935.50
Operating Income
337.00
+34.26%
251.00
+59.87%
157.00
+170.22%
58.10
Total Operating Income As Reported
351.00
+42.11%
247.00
+114.78%
115.00
+21.44%
94.70
EBITDA
817.00
+128.21%
358.00
-2.45%
367.00
+36.69%
268.50
Normalized EBITDA
815.00
+176.27%
295.00
-25.69%
397.00
+83.12%
216.80
Reconciled Depreciation
432.00
+45.45%
297.00
+38.14%
215.00
+44.20%
149.10
EBIT
385.00
+531.15%
61.00
-59.87%
152.00
+27.30%
119.40
Total Unusual Items
2.00
-96.83%
63.00
+310.00%
-30.00
-158.03%
51.70
Total Unusual Items Excluding Goodwill
2.00
-96.83%
63.00
+310.00%
-30.00
-158.03%
51.70
Special Income Charges
2.00
+150.00%
-4.00
+90.48%
-42.00
-214.75%
36.60
Other Special Charges
12.00
—
—
—
Impairment Of Capital Assets
9.00
0.00
-100.00%
19.00
0.00
Restructuring And Mergern Acquisition
-4.00
-200.00%
4.00
-82.61%
23.00
+162.84%
-36.60
Net Income
119.00
-48.26%
230.00
+167.44%
86.00
+14.51%
75.10
Pretax Income
195.00
+19600.00%
-1.00
-100.83%
120.00
+38.09%
86.90
Net Non Operating Interest Income Expense
-131.00
-367.86%
-28.00
0.00
+100.00%
-21.70
Interest Expense Non Operating
190.00
+206.45%
62.00
+93.75%
32.00
-1.54%
32.50
Net Interest Income
-131.00
-367.86%
-28.00
0.00
+100.00%
-21.70
Interest Expense
190.00
+206.45%
62.00
+93.75%
32.00
-1.54%
32.50
Interest Income Non Operating
59.00
+73.53%
34.00
+6.25%
32.00
+196.30%
10.80
Interest Income
59.00
+73.53%
34.00
+6.25%
32.00
+196.30%
10.80
Other Income Expense
-11.00
+95.09%
-224.00
-505.41%
-37.00
-173.27%
50.50
Other Non Operating Income Expenses
-13.00
+95.47%
-287.00
-4000.00%
-7.00
-483.33%
-1.20
Gain On Sale Of Security
—
67.00
+458.33%
12.00
-20.53%
15.10
Gain On Sale Of Business
19.00
0.00
0.00
—
Tax Provision
48.00
+116.22%
-296.00
-9766.67%
-3.00
-1600.00%
0.20
Tax Rate For Calcs
0.00
+17.62%
0.00
+0.00%
0.00
+9026.47%
0.00
Tax Effect Of Unusual Items
0.49
-96.27%
13.23
+310.00%
-6.30
-5394.68%
0.12
Net Income Including Noncontrolling Interests
147.00
-50.17%
295.00
+139.84%
123.00
+41.87%
86.70
Net Income From Continuing Operation Net Minority Interest
119.00
-48.26%
230.00
+167.44%
86.00
+14.51%
75.10
Net Income From Continuing And Discontinued Operation
119.00
-48.26%
230.00
+167.44%
86.00
+14.51%
75.10
Net Income Continuous Operations
147.00
-50.17%
295.00
+139.84%
123.00
+41.87%
86.70
Minority Interests
-28.00
+56.92%
-65.00
-75.68%
-37.00
-218.97%
-11.60
Normalized Income
117.49
-34.81%
180.23
+64.29%
109.70
+366.43%
23.52
Net Income Common Stockholders
79.00
-65.65%
230.00
+167.44%
86.00
+14.51%
75.10
Otherunder Preferred Stock Dividend
—
—
—
0.00
Diluted EPS
1.08
-64.36%
3.03
+111.89%
1.43
+36.19%
1.05
Basic EPS
1.15
-65.77%
3.36
+131.72%
1.45
+8.21%
1.34
Basic Average Shares
68.06
+0.56%
67.68
+13.40%
59.68
+6.25%
56.17
Diluted Average Shares
88.95
-2.81%
91.52
+50.06%
60.99
-26.31%
82.77
Diluted NI Availto Com Stockholders
79.00
-65.65%
230.00
+167.44%
86.00
+14.51%
75.10
Depreciation Amortization Depletion Income Statement
290.00
+45.00%
200.00
+29.87%
154.00
+59.59%
96.50
Depreciation And Amortization In Income Statement
290.00
+45.00%
200.00
+29.87%
154.00
+59.59%
96.50
Preferred Stock Dividends
40.00
—
—
—
Line Item Trend 2021-12-31
Total Assets
—
Current Assets
—
Cash Cash Equivalents And Short Term Investments
—
Cash And Cash Equivalents
—
Receivables
—
Accounts Receivable
—
Gross Accounts Receivable
—
Allowance For Doubtful Accounts Receivable
—
Other Receivables
0.30
Taxes Receivable
1.80
Loans Receivable
0.20
Inventory
3.50
Prepaid Assets
10.10
Restricted Cash
—
Other Current Assets
—
Total Non Current Assets
—
Net PPE
—
Gross PPE
—
Accumulated Depreciation
—
Properties
—
Machinery Furniture Equipment
—
Other Properties
—
Leases
—
Goodwill And Other Intangible Assets
—
Goodwill
—
Other Intangible Assets
—
Investments And Advances
30.50
Non Current Deferred Assets
—
Non Current Deferred Taxes Assets
—
Other Non Current Assets
—
Total Liabilities Net Minority Interest
—
Current Liabilities
—
Payables And Accrued Expenses
—
Payables
—
Accounts Payable
—
Other Payable
13.10
Current Accrued Expenses
—
Total Tax Payable
1.60
Current Debt And Capital Lease Obligation
—
Current Debt
—
Other Current Borrowings
—
Current Capital Lease Obligation
—
Current Deferred Liabilities
—
Current Deferred Revenue
—
Other Current Liabilities
—
Total Non Current Liabilities Net Minority Interest
—
Long Term Debt And Capital Lease Obligation
—
Long Term Debt
—
Long Term Capital Lease Obligation
—
Non Current Deferred Liabilities
—
Non Current Deferred Taxes Liabilities
—
Other Non Current Liabilities
—
Stockholders Equity
—
Common Stock Equity
—
Capital Stock
—
Common Stock
—
Preferred Stock
—
Share Issued
—
Ordinary Shares Number
—
Treasury Shares Number
0.38
Additional Paid In Capital
—
Retained Earnings
—
Gains Losses Not Affecting Retained Earnings
—
Treasury Stock
21.10
Minority Interest
—
Other Equity Adjustments
—
Total Equity Gross Minority Interest
—
Total Capitalization
—
Working Capital
—
Invested Capital
—
Total Debt
—
Net Debt
—
Capital Lease Obligations
—
Net Tangible Assets
—
Tangible Book Value
—
Available For Sale Securities
30.50
Interest Payable
4.80
Investmentin Financial Assets
30.50
Preferred Shares Number
—
Preferred Stock Equity
—
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Operating Cash Flow
634.00
+26.80%
500.00
+44.51%
346.00
+25.64%
275.40
Cash Flow From Continuing Operating Activities
634.00
+26.80%
500.00
+44.51%
346.00
+25.64%
275.40
Net Income From Continuing Operations
147.00
-50.17%
295.00
+139.84%
123.00
+41.87%
86.70
Depreciation Amortization Depletion
432.00
+45.45%
297.00
+38.14%
215.00
+44.20%
149.10
Depreciation And Amortization
432.00
+45.45%
297.00
+38.14%
215.00
+44.20%
149.10
Other Non Cash Items
15.00
-95.02%
301.00
+736.11%
36.00
+239.00%
-25.90
Stock Based Compensation
82.00
+26.15%
65.00
+14.04%
57.00
+14.92%
49.60
Provisionand Write Offof Assets
16.00
+128.57%
7.00
-22.22%
9.00
-10.00%
10.00
Asset Impairment Charge
9.00
0.00
-100.00%
19.00
0.00
Deferred Tax
7.00
+102.17%
-322.00
-3925.00%
-8.00
-280.95%
-2.10
Deferred Income Tax
7.00
+102.17%
-322.00
-3925.00%
-8.00
-280.95%
-2.10
Operating Gains Losses
-2.00
+97.01%
-67.00
-644.44%
-9.00
+40.40%
-15.10
Gain Loss On Investment Securities
—
-67.00
-458.33%
-12.00
+20.53%
-15.10
Unrealized Gain Loss On Investment Securities
—
—
-12.20
+19.21%
-15.10
Net Foreign Currency Exchange Gain Loss
5.00
0.00
-100.00%
3.00
0.00
Change In Working Capital
-72.00
+5.26%
-76.00
+20.83%
-96.00
-515.58%
23.10
Change In Receivables
5.00
+106.67%
-75.00
-41.51%
-53.00
-1392.68%
4.10
Changes In Account Receivables
5.00
+106.67%
-75.00
-41.51%
-53.00
-1392.68%
4.10
Change In Inventory
—
8.30
+15.28%
7.20
+157.14%
2.80
Change In Prepaid Assets
-5.00
-150.00%
-2.00
0.00
+100.00%
-1.50
Change In Payables And Accrued Expense
0.00
-100.00%
67.00
+294.12%
17.00
-62.56%
45.40
Change In Accrued Expense
-4.00
-109.52%
42.00
+2000.00%
2.00
-75.31%
8.10
Change In Payable
4.00
-84.00%
25.00
+66.67%
15.00
-59.79%
37.30
Change In Account Payable
4.00
-84.00%
25.00
+66.67%
15.00
-59.79%
37.30
Change In Other Working Capital
-10.00
+37.50%
-16.00
-100.00%
-8.00
-220.00%
-2.50
Change In Other Current Assets
-61.00
-56.41%
-39.00
-14.71%
-34.00
-34.92%
-25.20
Change In Other Current Liabilities
-1.00
+90.91%
-11.00
+38.89%
-18.00
0.00
Investing Cash Flow
-2,998.00
-333.86%
-691.00
-128.81%
-302.00
+41.56%
-516.80
Cash Flow From Continuing Investing Activities
-2,998.00
-333.86%
-691.00
-128.81%
-302.00
+41.56%
-516.80
Net PPE Purchase And Sale
-135.00
-25.00%
-108.00
-17.39%
-92.00
-48.87%
-61.80
Purchase Of PPE
-135.00
-25.00%
-108.00
-17.39%
-92.00
-48.87%
-61.80
Capital Expenditure
-261.00
-38.10%
-189.00
-28.57%
-147.00
+61.32%
-380.00
Capital Expenditure Reported
-99.00
-52.31%
-65.00
-47.73%
-44.00
-3.04%
-42.70
Net Investment Purchase And Sale
0.00
-100.00%
126.00
+740.00%
15.00
+1100.00%
-1.50
Purchase Of Investment
-3.00
0.00
0.00
+100.00%
-1.50
Sale Of Investment
3.00
-97.62%
126.00
+740.00%
15.00
0.00
Net Business Purchase And Sale
-2,721.00
-390.27%
-555.00
-226.47%
-170.00
-25.65%
-135.30
Purchase Of Business
-2,745.00
-394.59%
-555.00
-226.47%
-170.00
-25.65%
-135.30
Gain Loss On Sale Of Business
-19.00
0.00
0.00
—
Net Intangibles Purchase And Sale
-27.00
-68.75%
-16.00
-45.45%
-11.00
+96.01%
-275.50
Purchase Of Intangibles
-27.00
-68.75%
-16.00
-45.45%
-11.00
+96.01%
-275.50
Net Other Investing Changes
-16.00
+78.08%
-73.00
—
—
Financing Cash Flow
2,055.00
+121.21%
929.00
+944.55%
-110.00
+48.74%
-214.60
Cash Flow From Continuing Financing Activities
2,055.00
+121.21%
929.00
+944.55%
-110.00
+48.74%
-214.60
Net Issuance Payments Of Debt
1,705.00
+45.35%
1,173.00
0.00
0.00
Issuance Of Debt
2,848.00
+142.80%
1,173.00
0.00
0.00
Repayment Of Debt
-1,143.00
0.00
0.00
0.00
Long Term Debt Issuance
2,848.00
+142.80%
1,173.00
0.00
0.00
Long Term Debt Payments
-1,143.00
0.00
0.00
0.00
Net Long Term Debt Issuance
1,705.00
+45.35%
1,173.00
0.00
0.00
Short Term Debt Issuance
—
—
—
0.00
Short Term Debt Payments
—
—
—
0.00
Net Short Term Debt Issuance
—
—
—
0.00
Net Common Stock Issuance
-365.00
-150.00%
-146.00
-39.05%
-105.00
+43.52%
-185.90
Common Stock Payments
-453.00
-210.27%
-146.00
-39.05%
-105.00
+43.52%
-185.90
Common Stock Dividend Paid
—
—
—
0.00
Cash Dividends Paid
-30.00
0.00
0.00
0.00
Repurchase Of Capital Stock
-453.00
-210.27%
-146.00
-39.05%
-105.00
+43.52%
-185.90
Net Other Financing Charges
-255.00
-160.20%
-98.00
-1860.00%
-5.00
+82.58%
-28.70
Changes In Cash
-309.00
-141.87%
738.00
+1218.18%
-66.00
+85.53%
-456.00
Effect Of Exchange Rate Changes
55.00
+361.90%
-21.00
-290.91%
11.00
+1000.00%
1.00
Beginning Cash Position
1,439.00
+99.31%
722.00
-7.08%
777.00
-36.91%
1,231.50
End Cash Position
1,185.00
-17.65%
1,439.00
+99.31%
722.00
-7.02%
776.50
Free Cash Flow
373.00
+19.94%
311.00
+56.28%
199.00
+290.25%
-104.60
Interest Paid Supplemental Data
165.00
+587.50%
24.00
+0.00%
24.00
-1.64%
24.40
Income Tax Paid Supplemental Data
63.00
+350.00%
14.00
+180.00%
5.00
+614.29%
0.70
Common Stock Issuance
88.00
0.00
0.00
0.00
Issuance Of Capital Stock
1,088.00
0.00
0.00
0.00
Net Preferred Stock Issuance
1,000.00
0.00
0.00
0.00
Preferred Stock Dividend Paid
-30.00
0.00
0.00
—
Preferred Stock Issuance
1,000.00
0.00
0.00
—
Preferred Stock Payments
—
—
—
0.00
Sale Of Business
24.00
0.00
0.00
—
SEC Filings

Recent 10-K, 10-Q, 8-K, and Form 4 (insider) filings.

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