FOURShift4 Payments, Inc.

Technology

$38.76-48% 1Y

$38.76

$35.5852 weeks$76.91

Is the price fair?

Good

Undemanding: modest expectations priced in and cheap vs its sector.

2 good, 1 without data

What the price assumes~−13% a year

Priced for a decline (~−13% a year). The price demands less than its three-year revenue growth of 28% a year, expectations look modest.

Vs sector (EV/EBIT)18.6×

Sector median 29.4× across 209 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

All from derived, as of Jun 30, 2026.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

FCF yieldtop 4% of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What FOUR's price assumes

Today's price asks for −13% free cash flow growth a year; over the last three years Shift4 Payments, Inc. delivered +16%, so the price asks for less than the record.

0.64

Price / sales · no trailing P/E on file: measured against sales instead

Free cash flow yield: 19%
Free cash flow yield · Software - Infrastructure median 4.9%
Growth the price implies: −13%
Growth the price implies · The price pays for −13% free cash flow growth a year for a decade; the business has delivered +16% a year over the last three.
Price / book: 1.89
Price / book · today's price, trailing year to Jun 30, 2026