Shift4 Payments Stock Buy Hold or Sell Recommendation
| FOUR Stock | USD 60.93 0.97 1.57% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Shift4 Payments is 'Hold'. Macroaxis provides Shift4 Payments buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FOUR positions. The advice algorithm takes into account all of Shift4 Payments' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Shift4 Payments' buy or sell advice are summarized below:
Real Value 68.36 | Target Price 80.06 | Hype Value 60.97 | Market Value 60.93 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Shift4 Payments given historical horizon and risk tolerance towards Shift4 Payments. When Macroaxis issues a 'buy' or 'sell' recommendation for Shift4 Payments, the advice is generated through an automated system that utilizes algorithms and statistical models.
Shift4 |
Execute Shift4 Payments Buy or Sell Advice
The Shift4 recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Shift4 Payments. Macroaxis does not own or have any residual interests in Shift4 Payments or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Shift4 Payments' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Shift4 Payments Trading Alerts and Improvement Suggestions
| Shift4 Payments generated a negative expected return over the last 90 days | |
| Shift4 Payments has high historical volatility and very poor performance | |
| Shift4 Payments has a strong financial position based on the latest SEC filings | |
| Over 98.0% of the company shares are owned by institutional investors | |
| Latest headline from seekingalpha.com: Shift4 Payments upgraded as Redburn boosts chances of acquisition |
Shift4 Payments Returns Distribution Density
The distribution of Shift4 Payments' historical returns is an attempt to chart the uncertainty of Shift4 Payments' future price movements. The chart of the probability distribution of Shift4 Payments daily returns describes the distribution of returns around its average expected value. We use Shift4 Payments price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Shift4 Payments returns is essential to provide solid investment advice for Shift4 Payments.
| Mean Return | -0.24 | Value At Risk | -4.76 | Potential Upside | 3.35 | Standard Deviation | 3.09 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Shift4 Payments historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Shift4 Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Shift4 Payments is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Shift4 Payments backward and forwards among themselves. Shift4 Payments' institutional investor refers to the entity that pools money to purchase Shift4 Payments' securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Neuberger Berman Group Llc | 2023-12-31 | 1.3 M | Hhg Plc | 2023-12-31 | 1.2 M | Goldman Sachs Group Inc | 2023-12-31 | 1.1 M | Amvescap Plc. | 2023-12-31 | 945.5 K | State Street Corporation | 2023-12-31 | 928.4 K | Spyglass Capital Management Llc | 2023-12-31 | 906.8 K | Geode Capital Management, Llc | 2023-12-31 | 856.1 K | Kodai Capital Management Lp | 2023-12-31 | 800.7 K | Westfield Capital Management Company, Lp | 2023-12-31 | 771.5 K | Vanguard Group Inc | 2023-12-31 | 5.3 M | Durable Capital Partners Lp | 2023-12-31 | 4.8 M |
Shift4 Payments Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (1.7M) | 1.2M | 1.8M | 2.8M | 7.2M | 7.6M | |
| Investments | (98.8M) | (102.1M) | (30.5M) | (516.8M) | (184.9M) | (194.1M) | |
| Change In Cash | (1.1M) | 924.1M | 303.7M | (455M) | (237.1M) | (225.2M) | |
| Free Cash Flow | 6.8M | (9.5M) | (56.3M) | (104.6M) | 250.7M | 263.2M | |
| Depreciation | 63.2M | 84.2M | 104.4M | 149.1M | 214.6M | 125.8M | |
| Other Non Cash Items | 26.5M | 11.7M | 18.3M | (31M) | 91.1M | 95.7M | |
| Capital Expenditures | 19.9M | 32.9M | 85.5M | 380M | 137.6M | 122.0M | |
| Net Income | (58.1M) | (111.4M) | (74M) | 86.7M | 86.2M | 90.5M | |
| End Period Cash Flow | 3.7M | 927.8M | 1.2B | 776.5M | 539.4M | 638.7M | |
| Change To Netincome | 22.7M | (21.8M) | 50.7M | 20M | 23M | 15.2M |
Shift4 Payments Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Shift4 Payments or IT Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Shift4 Payments' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Shift4 stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.39 | |
β | Beta against NYSE Composite | 1.86 | |
σ | Overall volatility | 3.12 | |
Ir | Information ratio | -0.1 |
Shift4 Payments Volatility Alert
Shift4 Payments exhibits very low volatility with skewness of 0.51 and kurtosis of 2.45. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Shift4 Payments' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Shift4 Payments' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Shift4 Payments Implied Volatility
Shift4 Payments' implied volatility exposes the market's sentiment of Shift4 Payments stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Shift4 Payments' implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Shift4 Payments stock will not fluctuate a lot when Shift4 Payments' options are near their expiration.
Shift4 Payments Fundamentals Vs Peers
Comparing Shift4 Payments' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Shift4 Payments' direct or indirect competition across all of the common fundamentals between Shift4 Payments and the related equities. This way, we can detect undervalued stocks with similar characteristics as Shift4 Payments or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Shift4 Payments' fundamental indicators could also be used in its relative valuation, which is a method of valuing Shift4 Payments by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Shift4 Payments to competition |
| Fundamentals | Shift4 Payments | Peer Average |
| Return On Equity | 0.18 | -0.31 |
| Return On Asset | 0.0382 | -0.14 |
| Profit Margin | 0.03 % | (1.27) % |
| Operating Margin | 0.09 % | (5.51) % |
| Current Valuation | 5.4 B | 16.62 B |
| Shares Outstanding | 60.66 M | 571.82 M |
| Shares Owned By Insiders | 1.53 % | 10.09 % |
| Shares Owned By Institutions | 98.46 % | 39.21 % |
| Number Of Shares Shorted | 7.57 M | 4.71 M |
| Price To Earning | 116.34 X | 28.72 X |
| Price To Book | 6.11 X | 9.51 X |
| Price To Sales | 2.15 X | 11.42 X |
| Revenue | 2.56 B | 9.43 B |
| Gross Profit | 470.2 M | 27.38 B |
| EBITDA | 399.4 M | 3.9 B |
| Net Income | 86.2 M | 570.98 M |
| Cash And Equivalents | 672.7 M | 2.7 B |
| Cash Per Share | 11.88 X | 5.01 X |
| Total Debt | 1.78 B | 5.32 B |
| Debt To Equity | 4.18 % | 48.70 % |
| Current Ratio | 3.33 X | 2.16 X |
| Book Value Per Share | 10.48 X | 1.93 K |
| Cash Flow From Operations | 388.3 M | 971.22 M |
| Short Ratio | 3.33 X | 4.00 X |
| Earnings Per Share | 1.43 X | 3.12 X |
| Price To Earnings To Growth | 0.27 X | 4.89 X |
| Target Price | 89.5 | |
| Number Of Employees | 3.03 K | 18.84 K |
| Beta | 1.56 | -0.15 |
| Market Capitalization | 5.25 B | 19.03 B |
| Total Asset | 3.39 B | 29.47 B |
| Retained Earnings | (346.7 M) | 9.33 B |
| Working Capital | 448.9 M | 1.48 B |
Note: Disposition of 4222 shares by Jordan Frankel of Shift4 Payments at 82.16 subject to Rule 16b-3 [view details]
Shift4 Payments Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Shift4 . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Shift4 Payments Buy or Sell Advice
When is the right time to buy or sell Shift4 Payments? Buying financial instruments such as Shift4 Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 1.8B | 1.8B | 1.8B | 1.4B | Total Assets | 2.3B | 2.6B | 3.4B | 2.1B |
Use Investing Ideas to Build Portfolios
In addition to having Shift4 Payments in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out Shift4 Payments Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. To learn how to invest in Shift4 Stock, please use our How to Invest in Shift4 Payments guide.You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
Complementary 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.
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Is Shift4 Payments' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Shift4 Payments. If investors know Shift4 will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Shift4 Payments listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.54) | Earnings Share 1.43 | Revenue Per Share 42.975 | Quarterly Revenue Growth 0.312 | Return On Assets 0.0382 |
The market value of Shift4 Payments is measured differently than its book value, which is the value of Shift4 that is recorded on the company's balance sheet. Investors also form their own opinion of Shift4 Payments' value that differs from its market value or its book value, called intrinsic value, which is Shift4 Payments' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Shift4 Payments' market value can be influenced by many factors that don't directly affect Shift4 Payments' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Shift4 Payments' value and its price as these two are different measures arrived at by different means. Investors typically determine if Shift4 Payments is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Shift4 Payments' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.