Reported 2 days ago
A bullish thesis on Shift4 Payments, Inc. (FOUR) highlights its position as a robust software-led commerce platform with a market cap of $7.5 billion, growing approximately 30% annually. The company aims for $1 billion in free cash flow by 2027, despite being undervalued as investors often categorize it alongside competitive payment processors. Shift4 has entrenched itself in critical sectors, processing payments for a significant share of U.S. restaurants, hotels, and sports venues, which creates strong customer relationships and pricing power. With founder alignment and growth potential, Shift4 presents an attractive investment opportunity.
Source: YAHOO