Shift4 Payments Stock Performance
| FOUR Stock | USD 96.54 0.45 0.46% |
The entity has a beta of 1.15, which indicates a somewhat significant risk relative to the market. Shift4 Payments returns are very sensitive to returns on the market. As the market goes up or down, Shift4 Payments is expected to follow. At this point, Shift4 Payments has a negative expected return of -0.22%. Please make sure to validate Shift4 Payments' sortino ratio, as well as the relationship between the semi variance and rate of daily change , to decide if Shift4 Payments performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Shift4 Payments has generated negative risk-adjusted returns adding no value to investors with long positions. Even with uncertain performance in the last few months, the Stock's basic indicators remain relatively invariable which may send shares a bit higher in March 2025. The latest agitation may also be a sign of long-running up-swing for the enterprise retail investors. ...more
Actual Historical Performance (%)
One Day Return (0.46) | Five Day Return (2.33) | Year To Date Return (10.89) | Ten Year Return 187.84 | All Time Return 187.84 |
1 | Disposition of 799105 shares by Jared Isaacman of Shift4 Payments subject to Rule 16b-3 | 12/06/2024 |
2 | Disposition of 5573 shares by Nancy Disman of Shift4 Payments at 83.54 subject to Rule 16b-3 | 12/13/2024 |
3 | Disposition of 7843 shares by Nancy Disman of Shift4 Payments at 101.374 subject to Rule 16b-3 | 12/16/2024 |
4 | Disposition of 99269 shares by Jared Isaacman of Shift4 Payments subject to Rule 16b-3 | 12/31/2024 |
5 | Shift4 to Host Investor Day and Release Fourth Quarter Earnings Results on February 18, 2025 in ... | 01/16/2025 |
6 | FOUR YEARS OF SUCCESS G.A. ROGERS ASSOCIATES WINS CLEARLYRATEDS 2025 BEST OF STAFFING CLIENT AND TALENT AWARDS FOR SERVICE EXCELLENCE | 02/04/2025 |
7 | PRUDENTIAL FINANCIAL INCs Strategic Acquisition of Shift4 Payments Inc Shares | 02/14/2025 |
8 | Shift4 Payments Non-GAAP EPS of 1.35 beats by 0.20, revenue of 887M misses by 113M | 02/18/2025 |
9 | Shift4 Payments Faces Sell-Off After Announcing Global Blue Acquisition | 02/19/2025 |
10 | Heres Why Shift4 Payments Has Caught The Eye Of Investors | 02/20/2025 |
11 | Shift4 Payments Full Year 2024 Earnings EPS Beats Expectations, Revenues Lag | 02/21/2025 |
12 | How Are Institutional Adjustments Impacting Shift4 Payments | 02/25/2025 |
| Begin Period Cash Flow | 721.8 M |
Shift4 |
Shift4 Payments Relative Risk vs. Return Landscape
If you would invest 11,408 in Shift4 Payments on November 28, 2024 and sell it today you would lose (1,754) from holding Shift4 Payments or give up 15.38% of portfolio value over 90 days. Shift4 Payments is currently does not generate positive expected returns and assumes 3.6596% risk (volatility on return distribution) over the 90 days horizon. In different words, 32% of stocks are less volatile than Shift4, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Shift4 Payments Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Shift4 Payments' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Shift4 Payments, and traders can use it to determine the average amount a Shift4 Payments' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0593
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FOUR |
Estimated Market Risk
| 3.66 actual daily | 32 68% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Shift4 Payments is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Shift4 Payments by adding Shift4 Payments to a well-diversified portfolio.
Shift4 Payments Fundamentals Growth
Shift4 Stock prices reflect investors' perceptions of the future prospects and financial health of Shift4 Payments, and Shift4 Payments fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Shift4 Stock performance.
| Return On Equity | 0.31 | ||||
| Return On Asset | 0.0401 | ||||
| Profit Margin | 0.07 % | ||||
| Operating Margin | 0.11 % | ||||
| Current Valuation | 8.39 B | ||||
| Shares Outstanding | 67.78 M | ||||
| Price To Earning | 116.34 X | ||||
| Price To Book | 8.33 X | ||||
| Price To Sales | 2.58 X | ||||
| Revenue | 3.33 B | ||||
| Gross Profit | 973.1 M | ||||
| EBITDA | 356.8 M | ||||
| Net Income | 294.5 M | ||||
| Cash And Equivalents | 672.7 M | ||||
| Cash Per Share | 11.88 X | ||||
| Total Debt | 2.88 B | ||||
| Debt To Equity | 4.18 % | ||||
| Current Ratio | 3.33 X | ||||
| Book Value Per Share | 11.65 X | ||||
| Cash Flow From Operations | 500.3 M | ||||
| Earnings Per Share | 3.03 X | ||||
| Market Capitalization | 8.6 B | ||||
| Total Asset | 5.04 B | ||||
| Retained Earnings | (228.2 M) | ||||
| Working Capital | 530.6 M | ||||
| Current Asset | 776 K | ||||
| Current Liabilities | 2.2 M | ||||
About Shift4 Payments Performance
Assessing Shift4 Payments' fundamental ratios provides investors with valuable insights into Shift4 Payments' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Shift4 Payments is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 1.38 | 2.41 | |
| Return On Tangible Assets | 0.08 | 0.09 | |
| Return On Capital Employed | 0.07 | 0.07 | |
| Return On Assets | 0.05 | 0.05 | |
| Return On Equity | 0.28 | 0.30 |
Things to note about Shift4 Payments performance evaluation
Checking the ongoing alerts about Shift4 Payments for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Shift4 Payments help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Shift4 Payments generated a negative expected return over the last 90 days | |
| Shift4 Payments has high historical volatility and very poor performance | |
| Over 97.0% of the company shares are owned by institutional investors | |
| Latest headline from kalkinemedia.com: How Are Institutional Adjustments Impacting Shift4 Payments |
- Analyzing Shift4 Payments' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Shift4 Payments' stock is overvalued or undervalued compared to its peers.
- Examining Shift4 Payments' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Shift4 Payments' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Shift4 Payments' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Shift4 Payments' stock. These opinions can provide insight into Shift4 Payments' potential for growth and whether the stock is currently undervalued or overvalued.
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.