SuperworthShift4 Payments FOUR
- Market cap
- $3.1B
- PE
- n/m
- one or more of the four quarters through 2026-06-30 missing
- Forward PE
- n/m
- not a meaningful number
- 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
- 18.7%
Shift4 Payments trades at 0.6× sales. Revenue was $4.8B over the last twelve months, up 32% on a year earlier with a 2% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $675.4M+23% | $705.4M+31% | $707.4M+29% | $827M+30% | $909.2M+35% | $887M+26% | $848.3M+20% | $966.2M+17% | $1.2B+29% | $1.2B+34% | $1.1B+32% | $1.3B+34% | |
| Cost of revenue | $495.1M+20% | $510.2M+30% | $519.6M+29% | $595.2M+27% | $641.9M+30% | $600.8M+18% | $591.3M+14% | $673.7M+13% | $747.9M+17% | $739.1M+23% | $729M+23% | $849M+26% |
| Gross profit | $180.3M+33% | $195.2M+36% | $187.8M+29% | $231.8M+39% | $267.3M+48% | $286.2M+47% | $257M+37% | $292.5M+26% | $429M+61% | $449.5M+57% | $392M+53% | $446M+53% |
| SG&A | $81M+2% | $89.1M+23% | $111.5M+26% | $114M+32% | $124.4M+54% | $131.3M+47% | $160.7M+44% | $137.5M+21% | $196.1M+58% | $219.7M+67% | $227M+41% | $242M+76% |
| $44.7M−16% | $27.4M−9% | $21.4M+143% | $59.2M+75% | $80.4M+80% | $86M+214% | $25.4M+19% | $83.1M+40% | $114.6M+43% | $127.9M+49% | $50M+97% | $95M+14% | |
| Interest expense | $8M−4% | $8M+1% | $8.1M+0% | $8.1M+1% | $18.3M+129% | $27.3M+241% | $28.5M+252% | $39.4M+386% | $60.8M+232% | $61.3M+125% | $65M+128% | $65M+65% |
| Pre-tax income | $47.4M−0% | $21.8M−49% | $29.9M+78% | $52.7M+57% | −$208.3M | $124.7M+472% | $11.4M−62% | $55.7M+6% | $60.5M | $67.4M−46% | −$12M | $37M−34% |
| $900K−25% | $2.6M−38% | $1.4M | −$1.8M−46% | −$280.5M | −$15.2M | −$9M | $14.6M | $27.1M | $14.4M | −$24M+167% | $13M−11% | |
| Net income | $32.6M−24% | $13.7M−53% | $20.6M+39% | $39.2M+56% | $53.8M+65% | $116M+747% | $16.7M−19% | $34M−13% | $28.1M−48% | $40.2M−65% | $15M−10% | $22M−35% |
| $0.55−4% | $0.22−39% | $0.31+29% | $0.58+38% | $0.74+35% | n/a | $0.20−36% | $0.32−45% | $0.17−77% | n/a | −$0.01 | $0.08−75% | |
| 57.7M−26% | 63.1M−21% | 66M−20% | 65.6M+13% | 89.4M+55% | n/a | 92.2M+40% | 89.3M+36% | 89.4M+0% | n/a | 73.6M−20% | 79.6M−11% |
Revenue: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.
Gross profit: 16 periods, Q3 FY22 to Q2 FY26: not printed by the filing, worked out from its own lines.
Interest expense: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.
Income tax: Q1 FY20: 6 months less the 3 months printed beside them.
Net income: Q1 FY20: 6 months less the 3 months printed beside them.
EPS, diluted: 5 periods, Q1 FY20 to Q4 FY23: quarter's net income to common over its shares, to the cent.
Diluted shares: Q1 FY20: share-days: the 6-month average less the second quarter's. 4 periods, Q2 FY20 to Q1 FY21: not printed by the filing, worked out from its own lines. Q4 FY21: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days. Q4 FY22 and Q4 FY23: share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q3 FY26 | $1.2B | $1.1B to $1.5B | $1.62 | $1.56 to $1.68 | 15 |
| Q4 FY26 | $1.2B | $1.1B to $1.4B | $1.90 | $1.84 to $1.96 | 14 |
| Q1 FY27 | $1.3B | $1.2B to $1.6B | $1.58 | $1.37 to $1.79 | 8 |
| Q2 FY27 | $1.3B | $1.2B to $1.6B | $1.80 | $1.56 to $2.04 | 6 |
| Q3 FY27 | $1.4B | $1.3B to $1.5B | $2.01 | $1.73 to $2.27 | 6 |
| Q4 FY27 | $1.5B | $1.4B to $1.9B | $2.15 | $1.86 to $2.43 | 12 |
| Q1 FY28 | $1.5B | $1.3B to $1.5B | $1.72 | $1.49 to $1.95 | 13 |
| Q2 FY28 | $1.5B | $1.4B to $1.7B | $2.14 | $1.85 to $2.42 | 7 |
Peers
Companies in Financial - Credit Services nearest Shift4 Payments' size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| FOURShift4 Payments | $3.1B | n/m | 52.7× | 0.6× | +32% | 2.2% | |
| CBZCBIZ | $3B | 25.7× | 21.6× | 1.1× | +14% | 4.7% | |
| MMSMaximus | $3.3B | 9.3× | 20.2× | 0.6× | −3% | 7.1% | |
| TNETTrinet | $3.5B | 20.3× | 19.2× | 0.7× | −3% | 3.6% | |
| SLMSLM | $3.5B | 7.0× | 8.6× | 2.0× | −7% | 31.7% | |
| EEFTEuronet Worldwide | $2.5B | 10.4× | 25.6× | 0.6× | +6% | 6.6% | |
| BFHBread Financial | $3.8B | 7.8× | 8.1× | 1.0× | +4% | 14.4% | |
| PAYOPayoneer Global | $2.4B | 47.7× | 28.4× | 2.2× | +6% | 4.6% | |
| FLYWFlywire | $2.4B | 74.6× | 134× | 3.3× | +32% | 4.8% | |
| ENVAEnova International | $4B | 11.4× | 11.4× | 1.1× | +20% | 10.5% | |
| UPSTUpstart | $2.3B | 48.5× | 62.8× | 1.9× | +46% | 4.8% | |
| Peer median | $3.1B | 15.9× | 20.9× | 1.1× | +6% | 5.7% |
Investors who own it
Investors we follow who held Shift4 Payments at the end of Jun 30, 2026, from their 13F filings.
- Henry EllenbogenDurable Capital Partners2.1% of portfoliotrimmed
More on Shift4 Payments
Each number over time
- PE ratio
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Its groups
About
- Industry
- Financial - Credit Services
- Sector
- Financial Services
Valuation data, not investment advice. Prices as of .