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Shift4 Payments, Inc.

NYSE•FOUR
CEO: Mr. Jared Isaacman
板块: Technology
行业: Software - Infrastructure
上市日期: 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.
联系方式
3501 Corporate Parkway, Center Valley, PA, 18034, United States
888-276-2108
www.shift4.com
市值
$4.90B
市盈率 (TTM)
31.2
23.6
股息率
--
52周最高
$108.50
52周最低
$39.91
52周范围
12%
排名45Top 56.8%
3.6
F-Score
改良版 Piotroski 分析
基于 7 年期基本面
疲弱 • 3.6 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2019-2025

财务仪表盘

Q4 2025 数据

营业收入

$1.19B+0.00%
近4季度走势

每股收益

$0.37+0.00%
近4季度走势

自由现金流

$187.00M+0.00%
近4季度走势

2025 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (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%

毛利率 (最新季度)

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

关键指标

股票代码
市值
市盈率 (TTM)
净资产收益率 (TTM)
负债率
ONTO$12.87B93.46.9%0.0%
CFLT$11.08B-36.9-27.0%37.0%
SANM$8.43B36.39.9%25.6%

长期趋势

近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
11.9%
稳定增长
4季度净利润复合增长率
14.4%
盈利能力稳步提升
现金流稳定性
100%
现金流表现优异

深度研究

下次财报:2026年4月27日
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营业收入:-
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