Shift4 Payments FOUR
Fintech Payments Financial Services Software

Shift4 Payments trades at 2.8x EV/NTM revenue on a $7.63B enterprise value. Revenue grew 36.0% year over year to $1.18B in the quarter ending June 2026, an annual run rate of $4.71B. Shift4 Payments reports a 37.9% gross margin.

ARR ($M)
Net Dollar Retention
--
ARR Growth
--
EV / NTM Revenue
2.8x
Payback Period
EV / Run Rate
1.6x
Price & Key Metrics
Price Performance
Company Details
Share Price: 43.96
Last Filing Date: 2026-06-30
Fiscal Year End: 12-31
Last Filing: Form
Founding Year: 1999
IPO Year: 2020
% of 52 wk High: 49%
Description
Shift4 Payments is the leading independent provider of software and payment processing solutions in the US
Reporting Notes
Categories
Fintech Payments Financial Services Software
Valuation
Market Cap: 3,471.087
Enterprise Value: 7,626.087
EV / Revenue Run Rate: 1.6x
EV / NTM Revenue: 2.8x
EV / 2026 Revenue Estimates: 3.0x
EV / 2027 Revenue Estimates: 2.6x
EV / 2028 Revenue Estimates: --
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: --
ARR Growth %: --
ARR/Customer ($K): --
ARR/Employee ($K): --
Revenue
Revenue Run Rate: 4,712
ARR: --
2026 Revenue Estimates: 2,542
2027 Revenue Estimates: 2,887
2028 Revenue Estimates: --
LTM Revenue: 4,664
Last Year Run Rate: 3,464
Growth
Revenue Growth: 36%
ARR Growth: --
Growth Persistence: 759%
2026 Revenue Growth Estimates: 28%
2027 Revenue Growth Estimates: 14%
2028 Revenue Growth Estimates: --
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Shift4 Payments growing?

Shift4 Payments grew revenue 36.0% year over year, reaching $1.18B in the quarter ending June 2026.

What multiple does Shift4 Payments trade at?

Shift4 Payments trades at 2.8x EV/NTM revenue and 1.6x EV/run-rate, on an enterprise value of $7.63B.

Is Shift4 Payments profitable?

For Shift4 Payments, operating income was $95.0M last quarter and LTM free cash flow margin is 9.0%.

What sector is Shift4 Payments in?

Public Comps classifies Shift4 Payments under Fintech, Payments, Financial Services, and Software.

Where does Public Comps get Shift4 Payments's data?

Figures come from Shift4 Payments's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.