Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

General and administrative

Depreciation and amortization

Professional fees

Advertising and marketing

Restructuring expenses

Transaction-related expenses

Revaluation of contingent liabilities

Impairment of intangible assets

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Shift4 Payments

Shift4 Payments, Inc. is an independent provider of payment acceptance and payment processing technology solutions in the U.S. based on total volume of payments processed. It operates through the following segments : Payments Platform, Technology Solutions and Partner-Centric Distribution. The payments platform provides omni-channel card acceptance and processing solutions across multiple payment types, including credit, debit, contactless card, EMV, QR pay, and mobile wallets as well as alternative payment methods. The technology solutions provide consumer engagement and business improvement through its VenueNext, shift4Shop, Lighthouse, Mobile POS and Marketplace. The partner-centric distribution provides lead management, sales and marketing support, real-time pipeline alerts, transaction level residual reporting and merchant life-cycle reporting. The company was founded in 1999 by Jared Isaacman and is headquartered in Allentown, PA.

Earnings data Q1 2021

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Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Shift4 Payments (FOUR) posts record Q4 results, eyes global expansion

Shift4 Payments (FOUR) delivered exceptional Q4 2022 results, exceeding expectations and setting the stage for strong profitable growth in 2023. With a focus on expanding into new verticals, global markets, and strategic acquisitions, the company is well-positioned to capitalize on emerging opportunities. Challenges around regulatory impacts and margin management require careful attention amidst the positive performance outlook.

Shift4 Payments exceeds Q1 expectations, eyes global expansion opportunities

Shift4 Payments delivered strong Q1 results, exceeding guidance and showcasing growth across key metrics. The company's diversification strategy, focus on global expansion, and acquisitions position them for continued success.

Shift4 Payments excels in Q2, eyes global expansion and new verticals

Shift4 Payments had a robust Q2 performance, raising full-year guidance and focusing on profitability, margin expansion, and free cash flow improvements. The company's core sectors of restaurants and hotels remain growth engines, with new verticals contributing to volume growth. Shift4 is strategically positioned for global expansion and new customer acquisitions.

Shift4 Payments excels in Q3, eyes international expansion opportunities

Shift4 Payments reported robust Q3 performance, highlighted by strong growth, successful acquisitions, and strategic expansions. With a focus on international markets and key verticals, the company aims to sustain growth and improve margins in the near term.

Shift4 Payments posts robust Q4 results, eyes international expansion

Shift4 Payments delivered strong Q4 results, showcasing operational resilience and strategic growth initiatives despite challenges in enterprise deals and migrations.
The company's focus on international expansion, strategic investments, and synergies from acquisitions position it well for long-term growth and profitability.
With a robust outlook for 2024, Shift4 Payments aims to drive organic revenue growth, improve free cash flow conversion, and expand its market presence globally.

Shift4 Payments excels in Q1, eyes international expansion and strategic acquisitions

Shift4 Payments reported a strong Q1 performance with growth in key financial metrics and strategic acquisitions. Despite operational challenges, the company is well-positioned for growth, backed by a solid financial foundation and a focus on expanding its market presence.

Shift4 Payments excels in Q3, eyes growth through acquisitions

Shift4 Payments delivered a strong Q3 performance, highlighted by record KPIs and significant wins in key sectors. Despite challenges in consumer spending and international strategies, the company is focused on growth, profitability, and managing complexity through its unique culture. Opportunities lie in cross-selling, talent integration, and differentiation in international markets.

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Cost of revenue

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Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Shift4 Payments, Inc. is an independent provider of payment acceptance and payment processing technology solutions in the U.S. based on total volume of payments processed. It operates through the U.S. and International geographical segments. The company was founded by Jared Isaacman in 1999 and is headquartered in Center Valley, PA.

Shift4 Payments, Inc. (NYSE:FOUR ) Q2 2024 Earnings Conference Call August 8, 2024 8:30 AM ET Company Participants Thomas McCrohan - Executive Vice President of Investor Relations Jared Isaacman - Chief Executive Officer Taylor Lauber - President & Chief Strategy Officer Nancy Disman - Chief Financial Officer Conference Call Participants Darrin Peller - Wolfe Research Dan Dolev - Mizuho Timothy Chiodo - UBS Will Nance - Goldman Sachs Operator Greetings. Welcome to the Shift4 Second Quarter 2024 Earnings Call.

Shift4 Payments, Inc. (FOUR) Q2 2024 Earnings Call Transcript

Although the revenue and EPS for Shift4 Payments (FOUR) give a sense of how its business performed in the quarter ended June 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Compared to Estimates, Shift4 Payments (FOUR) Q2 Earnings: A Look at Key Metrics

Shift4 Payments (FOUR) came out with quarterly earnings of $0.96 per share, beating the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $0.74 per share a year ago.

Shift4 Payments (FOUR) Q2 Earnings and Revenues Beat Estimates

CENTER VALLEY, Pa.--(BUSINESS WIRE)---- $FOUR--Shift4 (NYSE: FOUR), the leader in integrated payments and commerce technology, has posted its second quarter 2024 financial results as part of its Q2 2024 Shareholder Letter, which can be viewed here or by navigating to the Financials section of its Investor Relations website at https://investors.shift4.com. Earnings Conference Call Management will host a conference call today, August 8th, 2024, at 8:30 a.m. ET to discuss the results. Conference Call Detail.

Shift4 Announces Second Quarter 2024 Results

AUSTIN, Texas , Aug. 6, 2024 /PRNewswire/ -- Kickfin, the leading tip management software, today announced it has integrated with SkyTab, the leading restaurant point-of-sale (POS) solution from Shift4. This new integration will allow restaurants using SkyTab to auto-calculate tip pools or shares and send payouts directly to their employees' bank of choice — no cash or pay cards required.

KICKFIN, THE LEADING TIP MANAGEMENT SOFTWARE, ANNOUNCES NEW INTEGRATION WITH SKYTAB

Shift4 Payments (FOUR) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.

Shift4 Payments (FOUR) Forms 'Hammer Chart Pattern': Time for Bottom Fishing?

Beyond analysts' top -and-bottom-line estimates for Shift4 Payments (FOUR), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2024.

Curious about Shift4 Payments (FOUR) Q2 Performance? Explore Wall Street Estimates for Key Metrics

Visa

Investors interested in Financial Transaction Services stocks are likely familiar with Shift4 Payments (FOUR) and Visa (V). But which of these two stocks presents investors with the better value opportunity right now?

FOUR or V: Which Is the Better Value Stock Right Now?

MercadoLibre

Pagaya Technologies Ltd

The unprecedented boom in fintech has made investing in fintech stocks a lucrative wealth generation tool. Fintech companies have disrupted the traditional finance landscape, fueled by increased digitization and a thriving economy.

What Are the Hottest Fintech Stocks Right Now? 3 Top Picks.

CENTER VALLEY, Pa.--(BUSINESS WIRE)---- $FOUR--Shift4 (NYSE: FOUR), the leader in integrated payments and commerce technology, will release its second quarter 2024 financial results before market open on Thursday, August 8, 2024. Management will host a live conference call at 8:30 am ET to discuss these results Conference Call Details Toll-free dial-in: +1-877-407-0613 Toll dial-in: +1-201-689-8051 The earnings conference call will be webcast live and interested parties can join the live webcast through.

Shift4 to Release Second Quarter Earnings Results on August 8, 2024

Shift4 Payments (FOUR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Shift4 Payments (FOUR) Earnings Expected to Grow: Should You Buy?

Coinbase

Cantaloupe, Inc

Envestnet

Repay Holdings Corp

We have narrowed our search to five financial transaction stocks. These are: ENV, COIN, CTLP, RPAY, FOUR.

Buy 5 Financial Transaction Stocks to Enhance Your Portfolio

Lesaka Technologies Inc

Nu Holdings

OppFi

PagSeguro Digital

SoFi Technologies

Fintech stocks remain one of the most promising categories of growth stocks. As banking and other financial services continue to move from the physical to the digital realm, “old school” financial institutions face high disruption risk, from digital-first startups that are steadily gaining market share.

7 Fintech Stocks That Could Be Multibaggers in the Making: July Edition

Investors with an interest in Financial Transaction Services stocks have likely encountered both Shift4 Payments (FOUR) and Visa (V). But which of these two companies is the best option for those looking for undervalued stocks?

FOUR vs. V: Which Stock Is the Better Value Option?

Gigacloud Tech

Li Auto Inc.

Super Micro Computer

Snap

Sprout Social

Block

Growth stocks are needle-movers of the broader stock market these days, so it is essential for your portfolio to have exposure to them. Anyone not keeping a pulse on growth stocks is likely underperforming the market by a good margin or losing out entirely.

7 Turbocharged Growth Stocks Set to Soar 1,000% by 2026

EAGAN, Minn. & CENTER VALLEY, Pa.--(BUSINESS WIRE)---- $FOUR--Shift4 (NYSE:FOUR), the leader in integrated payments and commerce technology, has been selected by the Minnesota Vikings to power payments at U.S. Bank Stadium. Shift4's end-to-end payment platform will power the venue's food & beverage concessions as well as ticket sales. “As we continue to focus on delivering a best-in-class experience for our fans, we are excited to welcome Shift4 to our partnership family and to integrate their indust.

Minnesota Vikings Select Shift4 to Power Payments at U.S. Bank Stadium

Despite recent market fluctuations, fintech stocks remain promising investments with the potential to deliver solid gains for investors. These companies are revolutionizing how we transact and think about money, including the rise of cryptocurrencies like Bitcoin ( BTC-USD ).

Wall Street Favorites: 3 Fintech Stocks With Strong Buy Ratings for June 2024

NEW YORK , June 18, 2024 /PRNewswire/ --  FEVO , the leading e-commerce company that lets friends shop together on any website, announced today that Shift4 will act as its preferred payment processor for all music festivals and General Admission events. The partnership will allow FEVO to support venue, touring and festival clients with seamless payment and checkout solutions across online transactions, mobile ordering, QR-code ticket sales and on-site GA sales — all features that have helped Shift4 become a global leader in payment processing and commerce technology.

FEVO ANNOUNCES SHIFT4 AS PREFERRED PAYMENTS & POS SOLUTION FOR ALL MUSIC PARTNERS

SAN DIEGO & CENTER VALLEY, Pa.--(BUSINESS WIRE)---- $FOUR--Shift4 (NYSE:FOUR), the leader in integrated payments and commerce technology, have been selected by San Diego FC (SDFC) to power the team's ticketing transactions. San Diego is the most recent city to be awarded an MLS expansion team and will begin competing in the 2025 season. “We are thrilled to partner with Shift4,” said SDFC CEO Tom Penn. “Our goal is to provide our fans with the best ticket-buying experience, and Shift4 is the perfect partn.

Shift4 Selected to Power Ticketing Transactions for San Diego FC

Shift4 has acquired a majority stake in Vectron Systems, a supplier of point-of-sale (POS) systems to the restaurant and hospitality verticals in Europe.

Shift4 Acquires Majority Stake in Vectron, Completes Purchase of Revel

MUNSTER, Germany & CENTER VALLEY, Pa.--(BUSINESS WIRE)---- $FOUR--Shift4, the leader in integrated payments and commerce technology, has acquired a majority stake in Vectron Systems AG, one of the largest European suppliers of point-of-sale (POS) systems to the restaurant and hospitality verticals. Based in Germany, Vectron has ~65,000 POS locations across Europe, representing ~€25 billion in volume opportunity with minimal payment monetization today. Shift4 is expected to acquire additional ownership of.

Shift4 Acquires Majority Stake of German Point-of-Sale Company Vectron Systems AG and Completes Previously Announced Acquisition of Revel Systems

Academy Sports and Outdoors

Five Below

Xometry

If investing great Peter Lynch is correct, I'll only be right about two or three of these four stocks. These stocks are all trading at cheap valuations, even though they're all growing nicely and have large opportunities for future growth.

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Shift4 has seen volatility this year after rumors of being sought to be bought by Fiserv and Amadeus. Its CEO called off negotiations, pointing out that the price offered was low. Making my own projections, I agree with him. My valuation suggests potential for 280% upside by 2030, with the CEO buying more than $10 million in shares, indicating a positive outlook.

Shift4 Payments: The CEO Is Buying, And So Am I

Amazon

Pinduoduo Inc - ADR

Market momentum continues to carry equities higher. On June 6, the S&P 500 and Nasdaq closed at another record high, led by technology stocks.

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Shift4's recent financial results didn't live up to Wall Street's expectations, but they were still quite good. The company continues to grow, and the stock is cheap.

News for Shift4 Payments Stock (FOUR)