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Shift4 Payments, Inc.

NYSE•FOUR
CEO: Mr. Jared Isaacman
Sector: Technology
Industry: Software - Infrastructure
Listing Date: 2020-06-05
Shift4 Payments, Inc. provides software and payment processing solutions solutions in the United States and internationally. The company offers payment platform, an omni-channel 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. It also provides technology solutions, including SkyTab POS to scale business and improve operational efficiency; VenueNext that provides mobile ordering, countertop POS, self-service kiosk, and digital wallet to facilitate food and beverage, merchandise, and loyalty; Lighthouse, a cloud-based suite of business intelligence tools comprises customer engagement, social media management, online reputation management, scheduling and product pricing, as well as extensive reporting and analytics; SkyTab Mobile which offers pay-at-the-table, order-at-the-table, delivery, customer feedback, and email marketing; The Giving Block, a cryptocurrency donation marketplace; Shift4Shop, an ecommerce platform that creates a webstore and tools to manage product catalog, order fulfillment and inventory management, search-engine-optimization, and secure hosting; and Marketplace that enables integrations into third-party applications, as well as loyalty and inventory management. In addition, the company offers gateway, security, tokenization, risk management/underwriting, payment device management, chargeback management, fraud prevention, and loyalty and gift card. Further, it provides merchant underwriting, onboarding and activation, training, risk management, and support services; and software integrations and compliance management, and partner support and services. The company distributes its products through independent software vendors, internal sales and support network, enterprises, and value-added resellers. The company was founded in 1999 and is headquartered in Center Valley, Pennsylvania.
Contact Information
3501 Corporate Parkway, Center Valley, PA, 18034, United States
888-276-2108
www.shift4.com
Market Cap
$4.23B
P/E (TTM)
30.7
23.6
Dividend Yield
--
52W High
$108.50
52W Low
$43.32
52W Range
6%
Rank45Top 56.8%
3.6
F-Score
Modified Piotroski Analysis
Based on 7-year fundamentals
Weak • 3.6 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2019-2025

Financial Dashboard

Q4 2025 Data

Revenue

$1.19B+0.00%
4-Quarter Trend

EPS

$0.37+0.00%
4-Quarter Trend

FCF

$187.00M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Gross Revenue Jumps 25% Gross revenue reached $4.18B, up 25% from $3.33B in 2024, driven by recent acquisitions and volume growth.
Payments Revenue Rises 16% Payments-based revenue hit $3.47B, increasing 16% due to 27% volume growth and continued merchant onboarding.
TFS Revenue Stream Added TFS revenue contributed $255M following the Q3 2025 Global Blue acquisition, diversifying the overall revenue mix.
Operating Cash Flow Improves Net cash provided by operating activities was $634M, showing a $134M increase compared to $500M last year.

Risk Factors

Global Blue Integration Challenges Potential inability to combine Global Blue operations successfully or realize anticipated cost savings and synergies from the merger.
Intense Worldwide Competition Substantial and increasingly intense competition in payments technology may adversely affect overall business and operational prospects.
High Debt Levels Impact Flexibility Substantial total debt of $4.55B outstanding limits ability to react to economic changes and secure future capital access.
Cybersecurity Threat Exposure Evolving cybersecurity risks threaten IT Systems and Confidential Information, risking material financial penalties and brand reputation harm.

Outlook

Expanding Global Footprint Actively extending international footprint, leveraging Global Blue's platform to cross-sell payment services globally across new regions.
Drive End-to-End Conversion Expect continued growth converting gateway-only customers to higher-margin end-to-end payment offerings throughout 2026.
Innovation Fuels Growth Strategy Continuous evolution of SkyTab POS and business intelligence tools addresses merchant needs, empowering volume expansion.
Simplification Transaction Benefits Simplification Transactions relieve material future Tax Receivable Agreement payments, improving future liquidity and capital structure.

Peer Comparison

Revenue (TTM)

SANM stock ticker logoSANM
$9.31B
+20.8%
G stock ticker logoG
$5.08B
+6.6%
FOUR stock ticker logoFOUR
$4.18B
+25.5%

Gross Margin (Latest Quarter)

DLB stock ticker logoDLB
87.5%
-1.0pp
QLYS stock ticker logoQLYS
83.4%
+2.4pp
CVLT stock ticker logoCVLT
81.1%
-0.4pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
CFLT$11.00B-36.6-27.0%37.0%
ONTO$9.53B69.26.9%0.0%
DBX$7.17B13.2-35.6%135.2%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
11.9%
Steady Growth
4Q Net Income CAGR
14.4%
Profitability Improving
Cash Flow Stability
100%
Strong Cash Flow

Deep Research

Next earnings:Apr 27, 2026
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EPS:-
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Financials
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Reports
News
Income Statement
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LTM
No Data