Shift4 Payments: Strong Execution Track Record At Reasonable Valuation
FOURShift4 Payments(FOUR) Seeking Alpha·2024-01-20 18:15

JulPo Overview My recommendation for Shift4 Payments (NYSE:FOUR) is a buy rating, as I really liked how management has executed so far, growing business profitability without putting the balance sheet at major risk. The valuation is not too demanding as well, given that it is trading at multiples similar to more mature peers despite having a much better growth profile. Business FOUR is a merchant acquirer specializing in integrated payment processing and value added services in the US. They cover a wide ran ...