FOUR

Shift4 Payments, Inc.

Technology · $3.3B market cap

Verdict

Share price

$36.17

close of Oct 3, 2026

Fair value

$39.33

Sticker Price

Payback Price

$15.73

buy price

Fairly Valued

FOUR is Fairly Valued: at $36.17 it's within 8% of its fair value of $39.33. Its buy price (Payback Price) is $15.73, 57% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

4 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth24.8% a year✓
Equity per share growth41.4% a year✓
Sales growth34.6% a year✓
Free cash flow growth41.1% a year✓
Return on invested capital4.0%✗

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Superinvestors

3 of the investors we track hold FOUR. In Q2 2026, 1 added and 1 trimmed. Who we track

Moves in Q2 2026

Added: Howard Marks

Trimmed: Henry Ellenbogen

Insider activity

Since Jun 15, 2026: no open-market purchases and 8 other filings (stock awards, tax withholding and similar). Why purchases matter

Other filings

About Shift4 Payments, Inc.

Shift4 Payments, Inc. delivers comprehensive integrated payment processing and technology solutions across the United States. The company facilitates omni-channel card acceptance and processing, encompassing traditional credit and debit cards, contactless payments, EMV, QR Pay, mobile wallets, and various alternative payment methods. Their offerings include a proprietary omni-channel gateway, merchant acquiring…

Software - Infrastructure

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works