FOUR vs GPN
FOUR: Shift4 is an integrated payments and commerce technology provider specialized in high-volume, complex vertical markets like hospitality and restaurants. GPN: Global Payments is a payment technology and software company providing merchant acquiring, integrated payments, and digital commerce solutions to businesses globally.
Side-by-side fundamentals
| Metric | FOUR | GPN | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $39.52 | $82.77 | |
| Market cap as of 2026-07-31 (share count; price 2026-10-08) | $3.1B | $21.9B | |
| P/E as of 2026-10-08 | 31.05 | n/a | |
| Net margin FY2025, SEC XBRL | +2.8% | +18.2% | GPN higher |
| Gross margin FY2021, SEC XBRL | +20.4% | n/a | |
| Operating margin FY2025, SEC XBRL | +8.4% | +22.8% | GPN higher |
| ROE FY2025, SEC XBRL | +6.1% | +5.9% | FOUR higher |
| ROA FY2025, SEC XBRL | +1.4% | +2.6% | GPN higher |
| Debt / equity as of 2026-09-03 | 2.79 | 1.02 | GPN lower |
| Revenue growth (YoY) as of 2026-09-03 | +32.4% | +7.5% | FOUR higher |
| Revenue CAGR (3y) SEC XBRL | +28.0% | -5.0% | FOUR higher |
| Dividend yield as of 2026-09-03 | +1.6% | +1.2% | FOUR higher |
| Dividend streak (yrs) SEC XBRL | n/a | 4 | |
| Beta as of 2026-09-03 | 1.29 | 1.20 | |
| 1-year return as of 2026-10-08 close | -50.3% | -6.5% | GPN higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.