SuperworthShift4 Payments, Inc. FOUR
Software - Infrastructure, Technology
$38.99
+1.27%
- Market cap
- $3.1B
- PE
- 66.7×
- 10y median 47.0×
- Forward PE
- Price to sales
- 0.6×
- EV/EBIT
- 18.5×
- Revenue, 12 months
- $4.8B
- +32% on a year ago
- Net margin
- 2.2%
- Free cash flow yield
- 18.6%
Shift4 Payments trades at 66.7× trailing earnings, pricier than 83% of the last ten years. Revenue was $4.8B over the last twelve months, up 32% on a year earlier with a 2% net margin.
Charts
Financials
| Income statement | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $705.6M | $707.4M | $827M | $909.2M | $887.4M+26% | $848M+20% | $966M+17% | $1.2B+29% | $1.2B+34% | $1.1B+32% | $1.3B+34% | |
| Cost of revenue | $510.2M | $519.6M | $595.2M | $641.9M | $601.3M+18% | $591M+14% | $674M+13% | $747.9M+17% | $739.1M+23% | $729M+23% | $849M+26% |
| Gross profit | $195.4M | $187.8M | $231.8M | $267.3M | $286.1M+46% | $257M+37% | $292M+26% | $429M+61% | $449.5M+57% | $392M+53% | $446M+53% |
| SG&A | $105M | $119.5M | $125.6M | $133.8M | $143.7M+37% | $179.3M+50% | $152.7M+22% | $231.4M+73% | $238M+66% | $248M+38% | $242M+59% |
| $27.6M | $21.4M | $59.2M | $80.4M | $86M+212% | $25M+17% | $83M+40% | $114.6M+43% | $127.9M+49% | $50M+100% | $95M+15% | |
| Interest expense | $8M | $8.1M | $8.1M | $18.3M | $27.3M+241% | $28.5M+252% | $39.4M+386% | $60.8M+232% | $61M+123% | $65M+128% | $65M+65% |
| Pre-tax income | $22.3M | $29.9M | $52.7M | −$208.3M | $124.7M+459% | $11M−63% | $56M+6% | $60.5M | $67.4M−46% | −$12M | $37M−34% |
| $3M | $1.4M | −$1.8M | −$280.5M | −$15.1M | −$9M | $15M | $27.1M | $14.4M | −$24M+167% | $13M−13% | |
| Net income | $13.5M | $20.6M | $39.2M | $53.8M | $116.4M+762% | $17M−18% | $34M−13% | $28.1M−48% | $40.2M−66% | $15M−12% | $22M−35% |
| $0.21 | $0.30 | $0.58 | $0.60 | $1.43+582% | $0.20−33% | $0.32−45% | $0.14−77% | $0.37−74% | −$0.01 | $0.09−73% | |
| 64.8M | 67.7M | 67.3M | 89.4M | 89.9M+39% | 90.7M+34% | 89.3M+33% | 90.7M+2% | 67.4M−25% | 73.6M−19% | 79.6M−11% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Software - Infrastructure within ten times Shift4 Payments's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| FOURShift4 Payments, Inc. | $3.1B | 66.7× | 47.0× | 0.6× | +32% | 2.2% | |
| DLODlocal Limited | $4.3B | 22.7× | 38.8× | 4.0× | — | 18.0% | |
| WEXWEX Inc. | $5.8B | 16.9× | 42.8× | 2.1× | +7% | 12.6% | |
| PATHUiPath Inc. | $6.8B | 19.5× | 26.1× | 4.0× | +15% | 21.0% | |
| GDDYGoDaddy Inc. | $12.3B | 14.4× | 36.7× | 2.4× | +7% | 17.8% | |
| AKAMAkamai Technologies, Inc. | $15B | 37.6× | 31.5× | 3.5× | +6% | 9.5% | |
| TOSTToast, Inc. | $17.7B | 39.2× | 75.3× | 2.6× | +23% | 7.1% | |
| IOTSamsara Inc. | $23.7B | 257× | 354× | 12.8× | +30% | 4.9% | |
| CPAYCorpay, Inc. | $26.4B | 24.5× | 24.6× | 5.3× | +20% | 22.7% | |
| FFIVF5, Inc. | $26.4B | 37.2× | 25.7× | 8.0× | +9% | 22.0% | |
| VRSNVeriSign, Inc. | $26.6B | 31.9× | 30.7× | 15.6× | +7% | 49.8% | |
| Peer median | $16.3B | 28.2× | 34.1× | 4.0× | +9% | 17.9% |
About
- Industry
- Software - Infrastructure
- Sector
- Technology
Valuation data, not investment advice. Prices as of .