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Shift4 Payments, Inc. (FOUR)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US82452J1097
CUSIP
82452J109
IPO Date
Jun 5, 2020

Highlights

Market Cap
$2.95B
Enterprise Value
$6.61B
EPS (TTM)
$1.26
PE Ratio
34.74
PEG Ratio
1.41
Total Revenue (TTM)
$4.18B
Gross Profit (TTM)
$1.43B
EBITDA (TTM)
$792.50M
Year Range
$40.60 - $108.50
Target Price
$85.71
ROA (TTM)
1.19%
ROE (TTM)
7.20%

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Shift4 Payments, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Shift4 Payments, Inc. (FOUR) has returned -30.55% so far this year and -46.48% over the past 12 months.


Shift4 Payments, Inc.

1D
0.25%
1M
-0.77%
YTD
-30.55%
6M
-43.50%
1Y
-46.48%
3Y*
-16.75%
5Y*
-12.87%
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jun 5, 2020, FOUR's average daily return is +0.08%, while the average monthly return is +1.45%. At this rate, your investment would double in approximately 4.0 years.

Historically, 53% of months were positive and 47% were negative. The best month was Nov 2023 with a return of +47.8%, while the worst month was Jun 2022 at -27.6%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.

On a daily basis, FOUR closed higher 50% of trading days. The best single day was Mar 24, 2026 with a return of +19.2%, while the worst single day was Feb 19, 2025 at -17.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-6.24%-25.36%-0.77%-30.55%
202515.48%-17.61%-17.26%0.11%15.88%4.56%3.92%-12.20%-14.41%-10.72%6.77%-14.65%-39.32%
2024-3.40%14.50%-19.64%-12.43%16.28%9.02%-6.22%20.80%6.62%2.08%26.14%-9.03%39.60%
202314.50%0.72%17.52%-10.59%-7.45%8.27%1.59%-17.68%-2.50%-19.60%47.84%12.94%32.92%
2022-8.99%-0.13%17.63%-15.29%-12.98%-27.58%10.19%24.32%-1.50%3.05%0.80%20.69%-3.45%
2021-13.78%17.67%7.20%20.58%-5.66%0.46%-4.83%-3.90%-9.56%-18.56%-17.60%11.36%-23.17%

Benchmark Metrics

Shift4 Payments, Inc. has an annualized alpha of -1.74%, beta of 1.65, and R² of 0.24 versus S&P 500 Index. Calculated based on daily prices since June 08, 2020.

  • This stock participated in 169.21% of S&P 500 Index downside but only 150.50% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.24 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-1.74%
Beta
1.65
0.24
Upside Capture
150.50%
Downside Capture
169.21%

Return for Risk

Risk / Return Rank

FOUR ranks 9 for risk / return — in the bottom 9% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


FOUR Risk / Return Rank: 99
Overall Rank
FOUR Sharpe Ratio Rank: 77
Sharpe Ratio Rank
FOUR Sortino Ratio Rank: 88
Sortino Ratio Rank
FOUR Omega Ratio Rank: 88
Omega Ratio Rank
FOUR Calmar Ratio Rank: 1212
Calmar Ratio Rank
FOUR Martin Ratio Rank: 77
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Shift4 Payments, Inc. (FOUR) and compare them to a chosen benchmark (S&P 500 Index).


FOURBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.85

0.90

-1.75

Sortino ratio

Return per unit of downside risk

-1.20

1.39

-2.59

Omega ratio

Gain probability vs. loss probability

0.84

1.21

-0.37

Calmar ratio

Return relative to maximum drawdown

-0.79

1.40

-2.19

Martin ratio

Return relative to average drawdown

-1.57

6.61

-8.18

Explore FOUR risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History


Shift4 Payments, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Shift4 Payments, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Shift4 Payments, Inc. was 69.95%, occurring on Jun 16, 2022. Recovery took 604 trading sessions.

The current Shift4 Payments, Inc. drawdown is 65.20%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.95%Apr 12, 2021300Jun 16, 2022604Nov 11, 2024904
-67.24%Feb 19, 2025273Mar 20, 2026
-21.12%Jul 13, 202010Jul 24, 202011Aug 10, 202021
-20.37%Oct 13, 202015Nov 2, 20205Nov 9, 202020
-18.56%Jun 22, 20208Jul 1, 20203Jul 7, 202011

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Shift4 Payments, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Shift4 Payments, Inc. is priced in the market compared to other companies in the Software - Infrastructure industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for FOUR, comparing it with other companies in the Software - Infrastructure industry. Currently, FOUR has a P/E ratio of 34.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for FOUR compared to other companies in the Software - Infrastructure industry. FOUR currently has a PEG ratio of 1.4. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for FOUR relative to other companies in the Software - Infrastructure industry. Currently, FOUR has a P/S ratio of 0.9. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for FOUR in comparison with other companies in the Software - Infrastructure industry. Currently, FOUR has a P/B value of 6.3. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items