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Shift4 Payments Inc (FOUR)

Financial Services
Servicios Financieros
sensible a tipos de interés

Shift4 Payments, Inc. engages in the provision of software and payment processing solutions in the United States and internationally. The company offers payments platform, which provides omni channel card acceptance; and processing solutions across multiple payment types, including credit, debit, contactless card, Europay, MasterCard and Visa, QR Pay, and mobile wallets, as well as alternative payment methods, such as Apple Pay, Google Pay, Alipay, and WeChat Pay. It provides technology solutions, such as SkyTab POS, which provides purpose-built POS workstations; SkyTab Mobile, which provides pay-at-the-table, order-at-the-table, delivery, customer feedback, and email marketing solutions; SkyTab Venue, which provides mobile ordering, countertop POS, self-service kiosk, and digital wallet solutions; Lighthouse, a cloud-based suite of business intelligence tools that includes customer engagement, social media management, online reputation management, scheduling and product pricing, as well as extensive reporting and analytics; The Giving Block, a cryptocurrency donation marketplace; Shift4Shop, an ecommerce platform that creates a webstore and tools to manage product catalog, order fulfillment and inventory management, search engine optimization, and secure hosting; and Marketplace that enables integrations into third-party applications, as well as loyalty and inventory management. In addition, the company provides merchant operations and support services, including underwriting, onboarding, and activation; training; risk management; and support. It also provides software partner operations and support services, including software integrations and compliance management; partner support; and partner services. The company distributes its products through independent software vendors, internal sales and support network, enterprises, and value-added resellers. The company was founded in 1999 and is headquartered in Center Valley, Pennsylvania.

Precio Actual

$66.88
+1.20% vs día anterior

Capitalización

5.9B

Desviación

+475.01%

Y/Y Growth

20.4%

EBIT Margin

11.5%

ROIC

0%

PEG Ratio

N/A

ROE

10.7%

3Y EPS Growth

-7.9%

Net Debt / EBITDA

3.3x

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
-23.6%
CAGR EV/FCF (2026):
-82.6%
CAGR Prom.:
-12.8%
CAGR P/E:
-12.4%
CAGR EV/EBITDA: -11.2%
CAGR EV/EBIT: -4.1%
Precio de compra para +15%:
$11.43

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

P/E
17x
(Fair: -7x)
EV/FCF
11x
EV/EBITDA
9x
EV/EBIT
19x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
31x
Fair P/E
-7x
CAGR EV/FCF
Tu Múltiplo: 11x
-23.6%
-6.0%
0.0%
CAGR P/E
Tu Múltiplo: 17x
-12.4%
-1.2%
0.0%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-72.40%
Media vs. Gold
+9.78%
Media vs. Bono USA 7-10y
+22.48%
Media vs. Bono USA 1-3y
+21.32%
Media vs. Bono USA 20+y
+24.44%
Media vs. Dow Jones
+11.41%
Media vs. S&P 500
+6.39%
Media vs. NASDAQ 100
+0.66%
Media vs. MSCI World
+9.48%
Media vs. Russell 2000
+11.69%
Media vs. STOXX Europe 600
+14.41%
Rendimiento anual de cada inversión. La línea discontinua marca el 0% (punto de equilibrio).
Año
Rendimiento FOUR
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2026
YTD en Vivo
6.70%3.95%+2.75%4.06%+2.64%0.23%+6.47%-0.04%+6.74%1.03%+5.67%2.32%+4.38%1.57%+5.13%1.88%+4.83%1.62%+5.08%4.62%+2.08%2.27%+4.43%
2025
-41.88%110.77%-152.65%26.96%-68.83%-3.73%-38.15%0.05%-41.93%-11.17%-30.71%12.80%-54.68%24.01%-65.89%30.78%-72.66%17.88%-59.76%10.80%-52.68%5.50%-47.38%
2024
41.47%153.66%-112.19%11.76%+29.71%-0.15%+41.61%0.98%+40.48%-2.54%+44.01%13.74%+27.73%24.73%+16.74%44.52%-3.05%21.92%+19.54%15.78%+25.68%11.67%+29.79%
2023
41.92%-65.23%+107.15%0.78%+41.15%-15.93%+57.86%-5.00%+46.92%-31.00%+72.93%-9.40%+51.32%-19.95%+61.88%-33.89%+75.82%-19.70%+61.62%-22.50%+64.42%-13.29%+55.21%
2022
-6.28%60.33%-66.62%-6.24%-0.05%-4.15%-2.13%-0.98%-5.30%-5.94%-0.35%20.23%-26.51%28.79%-35.08%23.20%-29.49%21.22%-27.51%15.39%-21.67%21.66%-27.95%
2021
-19.25%301.93%-321.18%23.90%-43.15%8.33%-27.58%2.02%-21.27%15.12%-34.37%6.02%-25.27%15.29%-34.54%41.75%-61.00%12.94%-32.19%18.48%-37.73%-4.64%-14.61%
2020
124.81%88.85%+35.95%17.78%+107.03%5.55%+119.25%1.20%+123.61%10.91%+113.89%21.91%+102.89%28.34%+96.47%34.60%+90.20%25.23%+99.58%23.05%+101.75%23.42%+101.39%
2019
N/A-71.79%N/A-3.12%N/A-0.97%N/A-0.24%N/A-3.17%N/A-6.03%N/A-7.01%N/A-5.30%N/A-11.16%N/A-13.00%N/A-13.42%N/A
2018
N/A1,184.56%N/A11.93%N/A0.76%N/A-0.63%N/A6.03%N/A24.33%N/A18.42%N/A27.16%N/A19.45%N/A12.45%N/A7.16%N/A
2017
N/A1,184.56%N/A11.93%N/A-1.15%N/A-0.02%N/A-1.91%N/A24.33%N/A18.42%N/A27.16%N/A19.45%N/A12.45%N/A7.16%N/A
Media21.07%295.16%-72.40%9.97%+9.78%-1.12%+22.48%-0.27%+21.32%-2.26%+24.44%11.03%+11.41%13.26%+6.39%19.18%+0.66%10.89%+9.48%7.75%+11.69%4.75%+14.41%

Historial de Valoración

Historial de cambios significativos en los factores de valoración y precios objetivo a lo largo del tiempo. Los valores resaltados indican un cambio respecto a la valoración anterior.

Fecha de Valoración
Y/Y Growth
EBIT Margin
Net Debt/EBITDA
P/E
EV/FCF
EV/EBITDA
EV/EBIT
Objetivo 2025
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
12/7/202520.4%11.5%3.3x17x(-7x)11x9x19x$11.63$25.42$26.24$24.56$22.99

Análisis de Outperformance

Rendimiento histórico vs índices principales y métricas de consistencia

Outperformance Promedio vs Índices

Rendimiento promedio comparado con los principales índices del mercado

Outperformance
Underperformance

Evolución del Rendimiento Año a Año

Rendimiento histórico con marcadores de mejores y peores años

🏆Best Year
2020
+124.81%
📉Worst Year
2025
-41.88%

Consistencia de Rendimiento

Porcentaje de años con rendimientos positivos

57%
4 of 7 years positive
Consistency ScoreGood
0%50%70%100%

FOUR shows moderate consistency with positive returns in 57% of years.