Shift4 Payments Inc. CL A (FOUR)$43.24

Market Cap: 7.32 BCurrency: USD

Research Snapshot

Static fundamentals, valuation context, and investor signals for Shift4 Payments Inc. CL A (FOUR).

TECHNOLOGY

SOFTWARE - INFRASTRUCTURE

DCF ready

Valuation

17.5x

EV/FCF, 5.7% FCF yield

Quality

2.5%

ROIC, 14.9% FCF margin

Growth

40.4%

5Y sales (revenue) CAGR

Balance sheet

3.2x

Debt/equity, 1.7x current ratio

Superinvestors

Top: Bill Miller (0.3%)

Strengths to research

Revenue compounded at 40.4% over five years.
Free cash flow margin is healthy at 14.9%.
8 annual periods are available for trend analysis.

Watchouts

Debt/equity is high at 3.2x.

Annual data: 8 periods

Quarterly data: 24 periods

Stock snapshot: May 25, 2026

Static dataset: May 25, 2026

Quality Scorecard

Build-time composite score for FOUR.

Grade C

/ 100

Peer Comparison

Target stock against 8 market-cap comparable peers.

Heat map: red worst to green best


FOUR Target	Shift4 Payments Inc. CL A	$7.3B	N/A	17.5x	2.5%	40.4%	14.9%	N/A	4.6x	N/A
DBX	Dropbox, Inc.	$8.3B	14.7x	8.0x	N/A	5.7%	36.9%	80.1%	-1.1x	N/A
KVYO	Klaviyo Inc A	$8.6B	-135.2x	36.3x	-2.7%	N/A	16.9%	74.7%	N/A	N/A
DOX	Amdocs Ltd.	$10.1B	14.7x	15.7x	14.3%	4.1%	12.4%	N/A	-0.5x	N/A
CLBT	Cellebrite Di Ltd	$4.7B	42.5x	28.7x	16.2%	19.5%	33.7%	84.2%	-1.6x	N/A
QLYS	Qualys Inc.	$4.7B	18.8x	14.5x	35.3%	13.0%	45.5%	82.8%	-1.1x	N/A
EEFT	EURONET WORLDWIDE, INC.	$4.5B	9.7x	8.0x	23.7%	11.3%	10.2%	N/A	-1.6x	N/A
AKAM	AKAMAI TECHNOLOGIES, INC.	$12.1B	48.0x	11.1x	9.1%	N/A	N/A	N/A	-0.7x	N/A
RELY	Remitly Global Inc	$4.3B	69.6x	12.6x	7.8%	44.8%	18.1%	N/A	-5.3x	N/A

Financial Charts

No financial data available for FOUR (annual).

1 superinvestors own FOUR

Current quarter ownership and quarter-over-quarter share changes.

Superinvestor ownership

Fund	Shares	Value	% Portfolio	QoQ Change
Bill Miller Miller Value Partners	30,035	$1M	0.34%	0.0%