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FOUR
Shift4 Payments, Inc.
NYSE· Technology· Software - Infrastructure· CUSIP 82452J109
$40.17+1.67%Price as of Oct 23, 00:47 UTC · updated once a day, after the close
At a glance
Shift4 Payments, Inc. (FOUR) is listed on NYSE and classified in Software - Infrastructure, part of the Technology sector. It is headquartered in Center Valley, United States and has 6,300 employees. The company is worth $3.17B and trades at 63.8x its earnings of the last twelve months; the median for its sector is 28.0x. Revenue was $4.18B in fiscal 2025, up 25.5% from the year before. Net income was $119M. The share price is 48.2% below its 52-week high of $77.50. 5 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Ken Griffin (Citadel Advisors), at $60.65M. In that quarter, 3 of them opened or added to the position. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Key metrics
- Market cap
- $3.17B
- P/E
- 63.8x
- Forward P/E
- 6.6x
- P/B
- 5.2x
- Dividend yield
- 0.00%
- Payout
- —
- EPS
- $0.63
- ROE
- 6.49%
- Profit margin
- 2.20%
- Revenue growth
- +34.10%
- Beta
- 1.39
- 52-week high
- $77.50
- 52-week low
- $34.56
History
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Investors holding this
Major managers that reported this stock in their latest 13F.
Price over time
▼ -24.2% over 5Y.
today you would have $624.58▼ -37.5%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
Indicators, year by year
The last 6 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Year-end price | $62.97 | $103.78 | $74.34 | $55.93 | $57.93 | $75.40 | |
| P/E | 1.2x | 0.7x | 0.8x | 1.7x | 2.9x | — | — |
| P/S | 0.1x | 1.2x | 0.1x | 0.1x | 0.1x | — | 7.9x |
| P/B | 0.6x | 3.5x | 0.2x |
Fair price, seven ways
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Earnings
$10.49
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings
$15.75
Earnings growing 25.0% a year plus a 0.0% dividend yield. Growth capped at 25%.
Earnings
$17.64
Median P/E of 28.0 among peers in the sector.
Earnings
—
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Cash flow
$218.52
Cash flow growing 15.0% a year for 10 years, discounted at 10%, then 2.5% forever.
Operating
$94.03
Sector median of 14.3x operating profit, less net debt. Banks have no EBITDA.
Dividends
—
Others in the same sector
Companies of similar size in Technology, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| TDCTeradata Corp | $34.21 | 7.0x | 5.4x | 0.00% | 119.12% | $3.18B |
| BULLWebull Corp | $5.91 | 73.9x | 3.0x | 0.00% | 4.72% | $3.19B |
| OSISOsi Systems Inc | $200.49 | 22.0x | 3.8x | 0.00% | 17.34% | $3.2B |
| ACLSAxcelis Technologies Inc | $104.74 |
About the company
- 6,300
- Center Valley, United States