Shift4 (FOUR)
Information Technology · Payment processing and merchant acquiring services
Shift4 is a leading independent payments platform and software provider that simplifies omni-channel commerce for merchants globally, enhanced by its tax-free shopping and dynamic currency conversion capabilities from the Global Blue acquisition.
What Shift4 does
Shift4 is a leading independent payment processing and software solutions provider that simplifies complex commerce ecosystems for merchants across the U.S. and international markets. The company operates a unified payments platform supporting omni-channel card and alternative payment acceptance, complemented by integrated POS software, business intelligence tools, and e-commerce capabilities. Following its acquisition of Global Blue Group in Q3 2025, Shift4 is also a leader in tax-free shopping services and dynamic currency conversion. The company serves hundreds of thousands of merchants across virtually every industry, from small businesses to multinational enterprises.
Themes: ["Payment processing and merchant acquiring","Omni-channel commerce platform","POS software and business intelligence","E-commerce enablement","Tax-free shopping services","Alternative payment methods","Payment security and fraud prevention"]
Fundamentals
- Price$49.29 as of 2026-07-09 close
- Market cap$3.9B as of 2026-07-10
- 1-year return-52.9% as of 2026-07-09 close
- P/E33.17 as of 2026-07-10
- Net margin+2.6% as of 2026-07-10
- Gross margin+35.1% as of 2026-07-10
- ROE+7.4% as of 2026-07-10
- Debt / equity2.74 as of 2026-07-10
- Revenue growth (YoY)+28.3% as of 2026-07-10
- Revenue CAGR (3y)+28.0% SEC XBRL
- Beta1.42 as of 2026-07-10
Dividend: pays a dividend.
Key risks (from latest filing)
["Competitive landscape with established global payment processors and fintech companies; market consolidation could increase competitive pressure and affect market share and pricing","Integration and operational risks from the Global Blue acquisition in Q3 2025, including potential synergy realization delays and unexpected liabilities","Currency and foreign exchange exposure from international expansion and the acquired Global Blue business, impacting financial results and consolidated revenue"]
Competitors & peers
- Stripe
- Square (Block, Inc.)
- PayPal
- Fiserv
- FIS (Fidelity National Information Services)
- Global Payments
- Toast
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.