Shift4 Stock Analysis

FOUR
 Stock
  

USD 49.38  1.34  2.79%   

The latest bullish price patterns experienced by current Shift4 Payments shareholders could raise concerns from retail investors as the company is trading at a share price of 49.38 on 645,500 in volume. The company executives have been very successful in rebalancing the company assets at opportune times to take advantage of market volatility in July. The stock standard deviation of daily returns for 90 days investing horizon is currently 4.41. This high volatility is attributed to the latest market swings and not-so-good earnings reports for some of the Shift4 Payments partners.
Please check Investing Opportunities.
  
The Shift4 Payments stock analysis report makes it easy to digest most publicly released information about Shift4 Payments and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Shift4 Stock analysis module also helps to analyze the Shift4 Payments price relationship with some important fundamental indicators such as market cap and management efficiency.

Shift4 Stock Analysis Notes

About 118.0% of the company shares are owned by institutional investors. The company recorded a loss per share of 0.97. Shift4 Payments had not issued any dividends in recent years. The entity had 2:1 split on the September 14, 1999. Shift4 Payments, Inc. provides integrated payment processing and technology solutions in the United States. The company was founded in 1999 and is headquartered in Allentown, Pennsylvania. Shift4 Payments operates under SoftwareInfrastructure classification in the United States and is traded on New York Stock Exchange. It employs 1732 people. To learn more about Shift4 Payments call Jared Isaacman at 888 276 2108 or check out https://www.shift4.com.

Shift4 Payments Quarterly Cost of Revenue

400.9 Million

Shift4 Payments Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Shift4 Payments' investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Shift4 Payments or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Shift4 Payments has very high historical volatility over the last 90 days
The company reported the previous year's revenue of 1.53 B. Net Loss for the year was (23.8 M) with profit before overhead, payroll, taxes, and interest of 278.4 M.
Latest headline from seekingalpha.com: Sizing Up Shift4 Payments - Seeking Alpha

Shift4 Payments Upcoming and Recent Events

Earnings reports are used by Shift4 Payments to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Shift4 Payments previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report3rd of March 2022
Next Financial Report5th of May 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End3rd of March 2022
Last Quarter Report30th of September 2021
Last Financial Announcement31st of December 2020

Shift4 Largest EPS Surprises

Earnings surprises can significantly impact Shift4 Payments' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2020-11-06
2020-09-300.050.04-0.0120 
2022-05-05
2022-03-310.080.150.0787 
2021-08-05
2021-06-300.140.220.0857 
View All Earnings Estimates

Shift4 Payments SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Shift4 Payments prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Shift4 Payments investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Shift4 Payments specific information freely available to individual and institutional investors to make a timely investment decision.
4th of August 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
3rd of August 2022
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
15th of June 2022
Other Events. Regulation FD Disclosure
View
13th of June 2022
Financial Statements and Exhibits. Submission of Matters to a Vote of Security Holders
View
11th of May 2022
Other Events
View
5th of May 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
14th of April 2022
Unclassified Corporate Event
View
17th of March 2022
Financial Statements and Exhibits. Other Events
View

Shift4 Payments Thematic Classifications

In addition to having Shift4 Payments stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Business Services
USA Equities from Business Services industry as classified by Fama & French

Shift4 Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Shift4 Payments is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Shift4 Payments backward and forwards among themselves. Shift4 Payments' institutional investor refers to the entity that pools money to purchase Shift4 Payments' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Vanguard Group IncCommon Shares4.7 M156.7 M
Blackrock IncCommon Shares3.6 M118.5 M
Durable Capital Partners LpCommon Shares3.2 M104.8 M
Fmr LlcCommon SharesM100 M
Jpmorgan Chase CoCommon Shares1.8 M60 M
Jennison Associates LlcCommon Shares1.6 M53.4 M
Clearbridge Investments LlcCommon Shares1.6 M52 M
Note, although Shift4 Payments' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Shift4 Market Capitalization

The company currently falls under 'Mid-Cap' category with current market capitalization of 3.93 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Shift4 Payments's market, we take the total number of its shares issued and multiply it by Shift4 Payments's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Shift4 Profitablity

Shift4 Payments' profitability indicators refer to fundamental financial ratios that showcase Shift4 Payments' ability to generate income relative to its revenue or operating costs. If, let's say, Shift4 Payments is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Shift4 Payments' executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Shift4 Payments' profitability requires more research than a typical breakdown of Shift4 Payments' financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of (1.5) %, which may suggest that it does not properly executes on its current pricing strategies or is unable to control all of the operational costs. This is way below average. Similarly, it shows Operating Margin (OM) of 0.18 %, which suggests for every 100 dollars of sales, it generated a net operating income of 0.0.
Last ReportedProjected for 2022
Return on Average Assets(0.023) (0.0248) 
Return on Average Equity(0.16) (0.17) 
Return on Invested Capital(0.015) (0.0154) 
Return on Sales(0.017) (0.0174) 

Management Efficiency

The entity has return on total asset (ROA) of 0.08 % which means that it generated profit of $0.08 on every $100 spent on asset. This is way below average. Similarly, it shows return on stockholders equity (ROE) of (7.49) %, meaning that it created substantial loss on money invested by shareholders. Shift4 Payments management efficiency ratios could be used to measure how well shift4 payments manages its routine affairs as well as how well it operates its assets and liabilities. As of 08/14/2022, Return on Average Assets is likely to drop to -0.02. In addition to that, Return on Average Equity is likely to drop to -0.17. Shift4 Payments Assets Non Current are relatively stable at the moment as compared to the past year. Shift4 Payments reported last year Assets Non Current of 889 Million. As of 08/14/2022, Goodwill and Intangible Assets is likely to grow to about 808.2 M, while Current Assets are likely to drop slightly above 1.3 B.
Last ReportedProjected for 2022
Book Value per Share 4.97  5.36 
Enterprise Value over EBIT(225.00) (230.92) 
Enterprise Value over EBITDA 64.77  70.09 
Price to Book Value 17.61  18.18 
Tangible Assets Book Value per Share 28.79  29.55 
Enterprise Value5.3 B5.2 B
Tangible Asset Value1.6 B1.4 B

Technical Drivers

As of the 14th of August 2022, Shift4 Payments has the Semi Deviation of 4.54, risk adjusted performance of 0.1128, and Coefficient Of Variation of 1186.28. Shift4 Payments technical analysis provides you with a way to harness past market data to determine a pattern that measures the direction of the company's future prices. In other words, you can use this information to find out if the company will indeed mirror its model of past prices and volume data, or the prices will eventually revert. We are able to break down and analyze data for nineteen technical drivers for Shift4 Payments, which can be compared to its competition. Please validate Shift4 Payments semi deviation, jensen alpha, as well as the relationship between the Jensen Alpha and semi variance to decide if Shift4 Payments is priced more or less accurately, providing market reflects its prevalent price of 49.38 per share. Given that Shift4 Payments has jensen alpha of 0.2148, we advise you to double-check Shift4 Payments's current market performance to make sure the company can sustain itself at a future point.

Shift4 Payments Price Movement Analysis

The output start index for this execution was thirty-one with a total number of output elements of thirty. The Kaufman Adaptive Moving Average allows the user to define Shift4 Payments range across which they want the smoothing.
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Shift4 Payments Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Shift4 Payments insiders, such as employees or executives, is commonly permitted as long as it does not rely on Shift4 Payments' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Shift4 Payments insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Jared Isaacman over a month ago via Macroaxis 
Purchase by Jared Isaacman of 27728 shares of Shift4 Payments
Karen Davis over two months ago via Macroaxis 
Acquisition by Karen Davis of 2548 shares of Shift4 Payments subject to Rule 16b-3
Brad Herring over two months ago via Macroaxis 
Payment of 1876 shares by Brad Herring of Shift4 Payments subject to Rule 16b-3
Searchlight Capital Partners Ii Gp Llc over two months ago via Macroaxis 
Sale by Searchlight Capital Partners Ii Gp Llc of 32737 shares of Shift4 Payments
Brad Herring over three months ago via Macroaxis 
Acquisition by Brad Herring of 28605 shares of Shift4 Payments subject to Rule 16b-3
Jared Isaacman over three months ago via Macroaxis 
Purchase by Jared Isaacman of 14094 shares of Shift4 Payments
Jared Isaacman over six months ago via Macroaxis 
Bona fide gift to Jared Isaacman of 85911 shares of Shift4 Payments subject to Section 16
Brad Herring over six months ago via Macroaxis 
Acquisition by Brad Herring of 6924 shares of Shift4 Payments subject to Rule 16b-3
Jordan Frankel over six months ago via Macroaxis 
Sale by Jordan Frankel of 1322 shares of Shift4 Payments
Brad Herring over six months ago via Macroaxis 
Payment of 621 shares by Brad Herring of Shift4 Payments subject to Rule 16b-3
Jared Isaacman over six months ago via Macroaxis 
Acquisition or disposition of Shift4 Payments securities by Jared Isaacman
Karen Davis over six months ago via Macroaxis 
Acquisition by Karen Davis of 1047 shares of Shift4 Payments subject to Rule 16b-3

Shift4 Payments Predictive Daily Indicators

Shift4 Payments intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Shift4 Payments stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Shift4 Payments Forecast Models

Shift4 Payments time-series forecasting models is one of many Shift4 Payments' stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Shift4 Payments' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Shift4 Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Shift4 Payments stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Shift4 shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Shift4 Payments. By using and applying Shift4 Stock analysis, traders can create a robust methodology for identifying Shift4 entry and exit points for their positions.
Last ReportedProjected for 2022
EBITDA Margin 0.06  0.07 
Gross Margin 0.20  0.20 
Profit Margin(0.035) (0.0378) 
Shift4 Payments, Inc. provides integrated payment processing and technology solutions in the United States. The company was founded in 1999 and is headquartered in Allentown, Pennsylvania. Shift4 Payments operates under SoftwareInfrastructure classification in the United States and is traded on New York Stock Exchange. It employs 1732 people.

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As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Shift4 Payments to your portfolios without increasing risk or reducing expected return.

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Please check Investing Opportunities. Note that the Shift4 Payments information on this page should be used as a complementary analysis to other Shift4 Payments' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Content Syndication module to quickly integrate customizable finance content to your own investment portal.

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When running Shift4 Payments price analysis, check to measure Shift4 Payments' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Shift4 Payments is operating at the current time. Most of Shift4 Payments' value examination focuses on studying past and present price action to predict the probability of Shift4 Payments' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Shift4 Payments' price. Additionally, you may evaluate how the addition of Shift4 Payments to your portfolios can decrease your overall portfolio volatility.
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Is Shift4 Payments' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Shift4 Payments. If investors know Shift4 will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Shift4 Payments listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
2.28
Market Capitalization
5.8 B
Quarterly Revenue Growth YOY
0.44
Return On Assets
0.0126
Return On Equity
-0.072
The market value of Shift4 Payments is measured differently than its book value, which is the value of Shift4 that is recorded on the company's balance sheet. Investors also form their own opinion of Shift4 Payments' value that differs from its market value or its book value, called intrinsic value, which is Shift4 Payments' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Shift4 Payments' market value can be influenced by many factors that don't directly affect Shift4 Payments' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Shift4 Payments' value and its price as these two are different measures arrived at by different means. Investors typically determine Shift4 Payments value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Shift4 Payments' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.