FOUR vs. BABA

Last updated Apr 1, 2026

Compare and contrast key facts about Shift4 Payments, Inc. (FOUR) and Alibaba Group Holding Limited (BABA).

Performance

FOUR vs. BABA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Shift4 Payments, Inc. (FOUR) and Alibaba Group Holding Limited (BABA). The values are adjusted to include any dividend payments, if applicable.

FOUR vs. BABA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
FOUR Shift4 Payments, Inc.	-30.55%	-39.32%	39.60%	32.92%	-3.45%	-23.17%	124.81%
BABA Alibaba Group Holding Limited	-14.41%	75.80%	11.77%	-10.83%	-25.84%	-48.96%	6.00%

Fundamentals

Market Cap FOUR : $2.95B BABA : $302.83B
EPS FOUR : $1.26 BABA : $37.64
PE Ratio FOUR : 34.74 BABA : 3.33
PEG Ratio FOUR : 1.41 BABA : 0.26
PS Ratio FOUR : 0.86 BABA : 0.30
PB Ratio FOUR : 6.29 BABA : 0.29
Total Revenue (TTM) FOUR : $4.18B BABA : $1.01T
Gross Profit (TTM) FOUR : $1.43B BABA : $411.95B
EBITDA (TTM) FOUR : $792.50M BABA : $132.37B

Returns By Period

In the year-to-date period, FOUR achieves a -30.55% return, which is significantly lower than BABA's -14.41% return.

FOUR

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

BABA

• 1D: 2.85%
• 1M: -12.94%
• YTD: -14.41%
• 6M: -29.80%
• 1Y: -3.52%
• 3Y*: 8.94%
• 5Y*: -10.05%
• 10Y*: 5.31%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

FOUR vs. BABA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FOUR

FOUR Risk / Return Rank: 9
FOUR Sharpe Ratio Rank: 8
FOUR Sortino Ratio Rank: 9
FOUR Omega Ratio Rank: 9
FOUR Calmar Ratio Rank: 14
FOUR Martin Ratio Rank: 8

BABA

BABA Risk / Return Rank: 38
BABA Sharpe Ratio Rank: 39
BABA Sortino Ratio Rank: 36
BABA Omega Ratio Rank: 36
BABA Calmar Ratio Rank: 39
BABA Martin Ratio Rank: 38

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.

FOUR vs. BABA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Shift4 Payments, Inc. (FOUR) and Alibaba Group Holding Limited (BABA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	FOUR	BABA	Difference
Sharpe ratio Return per unit of total volatility	-0.85	-0.08	-0.78
Sortino ratio Return per unit of downside risk	-1.20	0.23	-1.43
Omega ratio Gain probability vs. loss probability	0.84	1.03	-0.18
Calmar ratio Return relative to maximum drawdown	-0.79	-0.10	-0.68
Martin ratio Return relative to average drawdown	-1.57	-0.24	-1.33
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FOUR vs. BABA - Sharpe Ratio Comparison

The current FOUR Sharpe Ratio is -0.85, which is lower than the BABA Sharpe Ratio of -0.08. The chart below compares the historical Sharpe Ratios of FOUR and BABA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	FOUR	BABA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.85	-0.08	-0.78
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.23	-0.20	-0.03
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.12	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.08	0.07	+0.01

Correlation

The correlation between FOUR and BABA is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

FOUR vs. BABA - Dividend Comparison

FOUR has not paid dividends to shareholders, while BABA's dividend yield for the trailing twelve months is around 1.59%.

	TTM	2025	2024	2023
FOUR Shift4 Payments, Inc.	0.00%	0.00%	0.00%	0.00%
BABA Alibaba Group Holding Limited	1.59%	1.36%	1.96%	1.29%

Drawdowns

FOUR vs. BABA - Drawdown Comparison

The maximum FOUR drawdown since its inception was -69.95%, smaller than the maximum BABA drawdown of -80.09%. Use the drawdown chart below to compare losses from any high point for FOUR and BABA.

Drawdown Indicators

	FOUR	BABA	Difference
Max Drawdown Largest peak-to-trough decline	-69.95%	-80.09%	+10.14%
Max Drawdown (1Y) Largest decline over 1 year	-61.45%	-35.58%	-25.87%
Max Drawdown (5Y) Largest decline over 5 years	-69.95%	-74.12%	+4.17%
Max Drawdown (10Y) Largest decline over 10 years	—	-80.09%	—
Current Drawdown Current decline from peak	-65.20%	-58.34%	-6.86%
Average Drawdown Average peak-to-trough decline	-30.53%	-37.23%	+6.70%
Ulcer Index Depth and duration of drawdowns from previous peaks	30.73%	15.43%	+15.30%

Volatility

FOUR vs. BABA - Volatility Comparison

Shift4 Payments, Inc. (FOUR) has a higher volatility of 26.27% compared to Alibaba Group Holding Limited (BABA) at 12.47%. This indicates that FOUR's price experiences larger fluctuations and is considered to be riskier than BABA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FOUR	BABA	Difference
Volatility (1M) Calculated over the trailing 1-month period	26.27%	12.47%	+13.80%
Volatility (6M) Calculated over the trailing 6-month period	41.91%	29.36%	+12.55%
Volatility (1Y) Calculated over the trailing 1-year period	54.77%	45.97%	+8.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	56.00%	51.12%	+4.88%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	57.36%	43.22%	+14.14%

Financials

FOUR vs. BABA - Profitability Comparison

The chart below illustrates the profitability comparison between Shift4 Payments, Inc. and Alibaba Group Holding Limited over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

FOUR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Shift4 Payments, Inc. reported a gross profit of 450.00M and revenue of 1.19B. Therefore, the gross margin over that period was 37.9%.

BABA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Alibaba Group Holding Limited reported a gross profit of 112.89B and revenue of 280.91B. Therefore, the gross margin over that period was 40.2%.

FOUR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Shift4 Payments, Inc. reported an operating income of 128.00M and revenue of 1.19B, resulting in an operating margin of 10.8%.

BABA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Alibaba Group Holding Limited reported an operating income of 18.44B and revenue of 280.91B, resulting in an operating margin of 6.6%.

FOUR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Shift4 Payments, Inc. reported a net income of 25.00M and revenue of 1.19B, resulting in a net margin of 2.1%.

BABA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Alibaba Group Holding Limited reported a net income of 16.16B and revenue of 280.91B, resulting in a net margin of 5.8%.