What is Shift4 Payments's market cap?

Shift4 Payments (FOUR) has a market capitalization of $4.0B and trades on NYSE.

What is Shift4 Payments's revenue and profitability?

Shift4 Payments generated $4.5B in trailing twelve-month revenue with net income of $117.3M, representing a net margin of 2.6%. Gross margin stands at 35.1%, with free cash flow of $657.0M. These figures are based on the Q1 2026 filing.

Who are Shift4 Payments's competitors?

Shift4 Payments's key competitors include Toast, Global Payments, Worldpay, and others. These companies compete in similar markets and product categories.

Who does Shift4 Payments partner with?

Shift4 Payments's notable partners include Apple, Google, DoorDash, and others.

What subsidiaries does Shift4 Payments have?

Shift4 Payments's subsidiaries include Global Blue Group Holding AG, Finaro.

Where is Shift4 Payments headquartered?

Shift4 Payments is headquartered in United States of America and employs approximately 3,030 people. It has been publicly traded since 2020.

Shift4 Payments

FOUR

Market cap

$3.96B-43.8%

Revenue$4.5B+28.3%

Net income$117.3M-48.2%

Free cash flow$657.0M+38.5%

EPS (diluted)$0.86-71.0%

Trailing twelve months · change vs. prior year

Table of contents

Earnings

Q1 2026 report

May 7, 2026

Revenue$549.0MMiss by $538.0M EPS$0.97Miss by $0.02

Read the full report

Next report

Aug 6, 2026 (In 1 week)

Revenue estimate$615.2M

EPS estimate$1.21

Financials

Q1 2026

Income statement

See full

Revenue$1.1B+32.2%

Gross profit$392.0M+52.5%

Operating income$50.0M+100%

Net income$15.0M-11.8%

EPS (diluted)-$0.01-105%

Balance sheet

See full

Cash & equivalents--100%

Total debt$4.6B+59.0%

Total equity$1.7B+105%

Total assets$8.8B+75.0%

Cash flow

See full

Operating cash flow$134.0M+39.6%

CapEx$6.0M+500%

Free cash flow$128.0M+34.7%

Valuation & ratios

Valuation

See full

Market cap$3.96B-43.8%

P/E33.8×+1.2×

P/S0.9×-1.1×

Profitability

See full

Gross margin35.1%+5.1pp

Operating margin8.4%+1.2pp

Net margin2.6%-3.9pp

FCF margin14.8%+1.1pp

Returns & leverage

See full

Return on equity9.5%-21.1pp

Debt / equity2.8×-0.8×

Current ratio1.2×-0.1×

Segments

By product

See full

Payments-based revenue$917.0M+21.3%

Subscription and other revenue$102.0M+10.9%

TFS revenue$102.0M—

Competitors

By market cap

Shopify$164.65B+0.1%

Global Payments$23.0B+11.3%

Fidelity National Information Services$22.3B-48.1%

Toast$17.9B-36.8%

Shift4 Payments$4.0B-45.0%

EVERTEC$1.9B-10.9%

Lightspeed Commerce$1.4B-29.0%

Priority Technology Holdings$537.8M-6.2%

By revenue growth

Shopify+31.9%

Shift4 Payments+28.3%

Toast+23.4%

Global Payments+14.8%

Fidelity National Information Services+12.3%

EVERTEC+9.4%

Priority Technology Holdings+8.8%

By net margin

Fidelity National Information Services23.35%+15.3pp

EVERTEC13.95%-0.9pp

Shopify10.77%-6.4pp

Toast6.39%+3.4pp

Priority Technology Holdings5.85%+2.8pp

Shift4 Payments2.63%-3.9pp

Global Payments-7.96%-28.2pp

Profile

Shift4 Payments is a leading independent provider of integrated payment processing and technology solutions, simplifying complex commerce ecosystems for businesses ranging from small owner-operated shops to multinational enterprises. The company offers a unified platform that combines hardware, software, and payment processing to streamline operations across in-store, online, and mobile channels. Following its acquisition of Global Blue, the company has also established a leadership position in international tax-free shopping and cross-border travel services.

Competitive position

Shift4 maintains a leading position by offering a highly integrated 'single vendor' solution that reduces complexity and cost for merchants compared to fragmented legacy providers.

GeographiesUnited States, Europe, United Kingdom, Canada, Israel

Customer segmentsHospitality and Restaurants, Sports and Entertainment, Specialty Retail, Airlines, Non-profits

Business modelTransaction-based fees, Subscription SaaS, Commission-based, B2B2C

SuppliersCard networks (Visa, Mastercard, American Express), Sponsor banks, Hardware manufacturers, Cloud infrastructure providers

CustomersIndependent Software Vendors (ISVs), Value-Added Resellers (VARs), Direct merchants, International travelers

CountryUnited States of America

Listed2020

Employees3.0K

CEODavid Taylor Lauber

SectorTechnology

IndustrySoftware - Infrastructure

Websiteshift4.com

FilingsSEC EDGAR

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Questions, answered.

What is Shift4 Payments's market cap?: Shift4 Payments (FOUR) has a market capitalization of $4.0B and trades on NYSE.
What is Shift4 Payments's revenue and profitability?: Shift4 Payments generated $4.5B in trailing twelve-month revenue with net income of $117.3M, representing a net margin of 2.6%. Gross margin stands at 35.1%, with free cash flow of $657.0M. These figures are based on the Q1 2026 filing.
Who are Shift4 Payments's competitors?: Shift4 Payments's key competitors include Toast, Global Payments, Worldpay, and others. These companies compete in similar markets and product categories.
Who does Shift4 Payments partner with?: Shift4 Payments's notable partners include Apple, Google, DoorDash, and others.
What subsidiaries does Shift4 Payments have?: Shift4 Payments's subsidiaries include Global Blue Group Holding AG, Finaro.
Where is Shift4 Payments headquartered?: Shift4 Payments is headquartered in United States of America and employs approximately 3,030 people. It has been publicly traded since 2020.