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

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

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.

Revenue

Cost of revenue

Gross profit

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 is a recent entrant to the public market and so far has impressed investors with the stock up over 3x since their IPO. The company reported Q3 revenue and adjusted EBITDA that came in above consensus expectations, despite the challenging economic environment.

Shift4: Excellent Outlook, But At Excessive Current Valuation

ALLENTOWN, Pa. & LAS VEGAS--(BUSINESS WIRE)---- $FOUR--Shift4 Payments (NYSE: FOUR), the leading provider of integrated payment processing technology, and Sightline Payments, the leader in cashless gaming and betting solutions, today announced a strategic partnership to power online gaming and sports betting for casinos and sports venues. This formal partnership between two leading fintech companies will deliver a seamless payment experience for patrons of hospitality, online/mobile gaming, on-premise ga

Shift4 Payments and Sightline Payments Announce Strategic Partnership to Power Online Gaming and Betting for Casinos and Sports Venues

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The U.S. market for initial public offerings (IPOs) had a banner year in 2020 despite the pandemic — or perhaps because of it. Connected-commerce companies often led the way, frequently enjoying strong IPO pricing and even bigger first-day “pops” as investors realized that the digital shift created by the COVID-19 outbreak would likely never fully […]

The Connected Economy's 10 Biggest US IPOs Of 2020

This small digital payments platform could be a winner from a COVID-19 economic recovery.

Is Shift4 Payments Stock a Buy?

ALLENTOWN, Pa. & LAS VEGAS--(BUSINESS WIRE)--Shift4 Payments (NYSE: FOUR), the leader in integrated payment processing solutions, has revealed that the month-over-month change in U.S. merchant transaction volumes from October to November dipped more than in previous years as merchants and consumers contend with recent spikes in COVID-19 transmission and renewed health and safety restrictions. Nonetheless, Shift4's data indicate that transaction counts in October reached totals that exceeded the

Shift4 Payments: As Merchants Persevere Throughout the Fall, Transaction Volumes Show Continuing Impact of COVID-19

ALLENTOWN, Pa.--(BUSINESS WIRE)---- $FOUR--Shift4 Payments, Inc. (“Shift4”) (NYSE: FOUR), a leading independent provider of integrated payment processing and technology solutions, today announced the completion of the previously announced offering of $690.0 million aggregate principal amount of 0.00% convertible senior notes due 2025 (the “Notes”), which amount includes the exercise in full by the initial purchasers of their option to purchase an additional $90.0 million Notes. The Notes will be senior,

Shift4 Announces Closing of Offering of $690.0 Million of Convertible Senior Notes Due 2025

ALLENTOWN, Pa.--(BUSINESS WIRE)--Shift4 Payments (NYSE:FOUR), the leader in integrated payment processing solutions, today announced that Jared Isaacman, CEO, Brad Herring, CFO, and Taylor Lauber, CSO, will participate in a fireside chat at Goldman Sachs' 2020 US Financial Services Conference on Tuesday, December 8, 2020 beginning at 2:20 PM Eastern. Management will also be available for one-on-one and small group investor meetings. Interested parties can find more information and listen to a l

Shift4 Payments to Participate in Goldman Sachs' 2020 US Financial Services Conference

ALLENTOWN, Pa.--(BUSINESS WIRE)--Shift4 Payments, Inc. (“Shift4”) (NYSE: FOUR), a leading independent provider of integrated payment processing and technology solutions, today announced that it has upsized and priced an offering of $600.0 million aggregate principal amount of 0.00% convertible senior notes due 2025 (the “Notes”). The offering size was increased from the previously announced offering size of $400.0 million aggregate principal amount of Notes. The issuance and sale of the Notes a

Shift4 Payments Announces Upsizing and Pricing of Offering of $600.0 Million of Convertible Notes Offering

ALLENTOWN, Pa.--(BUSINESS WIRE)--Shift4 Payments, Inc. (“Shift4”) (NYSE: FOUR), a leading independent provider of integrated payment processing and technology solutions, today announced the pricing of the underwritten public offering of 8,000,000 shares of Shift4's Class A common stock by certain selling stockholders (the “Secondary Offering”), at a price to the public of $55.50 per share. The underwriters will also have a 30-day option to purchase up to an additional 1,200,000 shares of Shift4

Shift4 Payments Announces Pricing of Secondary Offering of Class A Common Stock

ALLENTOWN, Pa.--(BUSINESS WIRE)---- $FOUR--Shift4 Payments, Inc. (“Shift4”) (NYSE:FOUR), a leading independent provider of integrated payment processing and technology solutions, today announced that certain selling stockholders of Shift4 intend to offer 8,000,000 shares of Shift4's Class A common stock for sale in an underwritten public offering (the “Secondary Offering”). The selling stockholders also intend to grant the underwriters a 30-day option to purchase up to an additional 1,200,000 shares of S

Shift4 Payments Announces Secondary Offering of Class A Common Stock

Shift4 Payments, Inc. (FOUR) CEO Jared Isaacman on Q3 2020 Results - Earnings Call Transcript

Payments technology startup Shift4 Payments has acquired eCommerce firm 3dcart to create a global, “unified commerce ecosystem,” the company announced in a Thursday (Nov. 5) press release. “We have an ambitious vision to connect the world's commerce, and this acquisition is a critical milestone on that journey,” Shift4 Payments CEO Jared Isaacman said in the announcement.

Shift4 Payments Acquires 3dcart For Its ‘Unified Commerce Ecosystem'

ALLENTOWN, Pa. & LAS VEGAS--(BUSINESS WIRE)---- $FOUR--Shift4 Payments (NYSE: FOUR), a leading provider of payment processing and technology solutions, has announced the acquisition of 3dcart, a powerful ecommerce platform serving over 14,000 businesses, to deliver a unified commerce solution to the company's customers. 3dcart is a feature-rich, multinational ecommerce platform serving businesses of all sizes in a wide range of industries. The company provides everything a business needs to build a secur

Shift4 Payments Acquires 3dcart Ecommerce Platform

ALLENTOWN, Pa. & LAS VEGAS--(BUSINESS WIRE)---- $FOUR--Shift4 Payments (NYSE: FOUR), the leader in integrated payment processing solutions, has posted its third quarter 2020 financial results under the Financials section of its Investor Relations website at https://investors.shift4.com/overview/default.aspx. The full report can be viewed here: Shift4 Payments 3Q20 Earnings Report Management will host a conference call today, November 5, 2020, at 8:30 am ET to discuss the results. Due to high call volumes

Shift4 Payments Announces Third Quarter 2020 Results

ALLENTOWN, Pa.--(BUSINESS WIRE)--Shift4 Payments, Inc. (NYSE: FOUR), a leading independent provider of integrated payment processing and technology solutions, today announced the completion of the previously announced offering of $450.0 million aggregate principal amount of 4.625% senior notes due 2026 (the “Notes”) by Shift4 Payments, LLC (“Shift4”) and Shift4 Payments Finance Sub, Inc., subsidiaries of Shift4 Payments, Inc. The Notes are guaranteed, jointly and severally, on a senior unsecure

Shift4 Announces Closing of Offering of $450.0 Million of Senior Notes due 2026

Shift4 Payments - An Interesting Recent IPO With A Fairly Unique Opportunity

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ALLENTOWN, Pa.--(BUSINESS WIRE)--Shift4 Payments, Inc. (NYSE: FOUR), a leading independent provider of integrated payment processing and technology solutions, today announced that its subsidiaries, Shift4 Payments, LLC (“Shift4”) and Shift4 Payments Finance Sub, Inc., have priced an offering of $450.0 million aggregate principal amount of 4.625% senior notes due 2026 (the “Notes”). The Notes were priced at par value and will bear an interest rate of 4.625% per annum. The Notes are being offered

Shift4 Announces Pricing of Offering of $450.0 Million of Senior Notes due 2026

ALLENTOWN, Pa. & LAS VEGAS--(BUSINESS WIRE)--Shift4 Payments (NYSE: FOUR), the leader in integrated payment processing solutions, today announced that it will release its third quarter 2020 financial results before market open on Thursday, November 5, 2020. Management will also host a conference call on the day of the release (November 5, 2020) at 8:30 am ET to discuss the results. To register for this conference call, please use this link http://www.directeventreg.com/registration/event/209047

Shift4 Payments Announces Date of Third Quarter 2020 Earnings Release and Conference Call

Shift4 Payments (FOUR) saw a big move last session, as its shares jumped nearly 8% on the day, amid huge volumes.

Shift4 Payments (FOUR) Catches Eye: Stock Jumps 7.8%

ALLENTOWN, Pa. & LAS VEGAS--(BUSINESS WIRE)---- $FOUR--Shift4 Payments (NYSE: FOUR), a leading provider of integrated payment processing, today announced a contactless QR code ordering solution for restaurants. This solution provides restaurants with a custom QR code that can be displayed on table tents, placemats, etc. for customers to scan with their phone in order to view the menu and place their order. The order is sent directly to the restaurant’s point-of-sale (POS) system so that it can be prepare

Shift4 Payments Launches QR Code Ordering Solution

ALLENTOWN, Pa. & LAS VEGAS--(BUSINESS WIRE)---- $FOUR--Shift4 Payments (NYSE: FOUR), the leader in integrated payment processing solutions, continues to see improvement in merchant transaction volume across America as businesses adapt to overcome the impacts associated with the coronavirus. In the latest update since the COVID-19 pandemic began to spread throughout the US in early 2020, Shift4’s analysis of transaction volume suggest that merchants experienced a strong and steady recovery throughout the

Shift4 Payments: Assessing Seasonal Trends Across the Country

Agilysys

ALLENTOWN, Pa. & ALPHARETTA, Ga.--(BUSINESS WIRE)--Agilysys, Inc. (Nasdaq: AGYS), a leading global provider of next-generation hospitality software solutions and services, and Shift4 Payments (NYSE: FOUR), the leader in integrated payment processing, announced today an extension of their long-standing partnership to better enable a seamless guest journey for hospitality operators while increasing the market presence of both companies. By adding Shift4’s end-to-end payment solution, Agilysys cus

Agilysys & Shift4 Payments Renew Partnership Providing Integrated Hospitality Commerce Solutions

Investors aren't impressed by a secondary stock issue coming only months after the company's IPO.

Why Shift4 Payments Dived by 7.4% on Friday

ALLENTOWN, Pa.--(BUSINESS WIRE)--Shift4 Payments, Inc.

News for Shift4 Payments Stock (FOUR)