Shift4 Net Invested Capital from 2010 to 2024

FOUR Stock  USD 98.52  4.38  4.26%   
Shift4 Payments Net Invested Capital yearly trend continues to be relatively stable with very little volatility. Net Invested Capital is likely to drop to about 1.7 B. Net Invested Capital is the total amount of capital invested in a company, including both equity and debt, minus any cash or cash equivalents. View All Fundamentals
 
Net Invested Capital  
First Reported
2010-12-31
Previous Quarter
2.4 B
Current Value
1.7 B
Quarterly Volatility
679.5 M
 
Credit Downgrade
 
Yuan Drop
 
Covid
Check Shift4 Payments financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Shift4 Payments' main balance sheet or income statement drivers, such as Interest Income of 27.4 M, Depreciation And Amortization of 125.8 M or Interest Expense of 30.8 M, as well as many indicators such as Price To Sales Ratio of 2.66, Dividend Yield of 2.0E-4 or PTB Ratio of 7.13. Shift4 financial statements analysis is a perfect complement when working with Shift4 Payments Valuation or Volatility modules.
  
Check out the analysis of Shift4 Payments Correlation against competitors.
To learn how to invest in Shift4 Stock, please use our How to Invest in Shift4 Payments guide.

Latest Shift4 Payments' Net Invested Capital Growth Pattern

Below is the plot of the Net Invested Capital of Shift4 Payments over the last few years. It is the total amount of capital invested in a company, including both equity and debt, minus any cash or cash equivalents. Shift4 Payments' Net Invested Capital historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Shift4 Payments' overall financial position and show how it may be relating to other accounts over time.
Net Invested Capital10 Years Trend
Slightly volatile
   Net Invested Capital   
       Timeline  

Shift4 Net Invested Capital Regression Statistics

Arithmetic Mean1,041,188,111
Geometric Mean878,038,928
Coefficient Of Variation65.26
Mean Deviation592,837,481
Median594,900,000
Standard Deviation679,493,597
Sample Variance461711.5T
Range1.8B
R-Value0.80
Mean Square Error175017.1T
R-Squared0.65
Significance0.0003
Slope122,310,185
Total Sum of Squares6463961.7T

Shift4 Net Invested Capital History

20241.7 B
20232.4 B
20222.1 B
2021B
20201.5 B
2019611.5 M

About Shift4 Payments Financial Statements

Shift4 Payments shareholders use historical fundamental indicators, such as Net Invested Capital, to determine how well the company is positioned to perform in the future. Although Shift4 Payments investors may analyze each financial statement separately, they are all interrelated. The changes in Shift4 Payments' assets and liabilities, for example, are also reflected in the revenues and expenses on on Shift4 Payments' income statement. Understanding these patterns can help investors time the market effectively. Please read more on our fundamental analysis page.
Last ReportedProjected for Next Year
Net Invested Capital2.4 B1.7 B

Pair Trading with Shift4 Payments

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Shift4 Payments position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Shift4 Payments will appreciate offsetting losses from the drop in the long position's value.

Moving together with Shift4 Stock

  0.82G Genpact LimitedPairCorr
  0.88BR Broadridge FinancialPairCorr
  0.66BV BrightView HoldingsPairCorr

Moving against Shift4 Stock

  0.71VCIG VCI Global LimitedPairCorr
  0.63FC Franklin CoveyPairCorr
  0.62DLHC DLH Holdings CorpPairCorr
  0.54MG Mistras GroupPairCorr
  0.52EXPO ExponentPairCorr
The ability to find closely correlated positions to Shift4 Payments could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Shift4 Payments when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Shift4 Payments - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Shift4 Payments to buy it.
The correlation of Shift4 Payments is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Shift4 Payments moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Shift4 Payments moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Shift4 Payments can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Additional Tools for Shift4 Stock Analysis

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 the 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.