Shift4 Stock Buy Hold or Sell Recommendation

FOUR
 Stock
  

USD 37.50  1.96  5.51%   

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.
  
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The advice is provided from Shift4 Payments' buy-and-hold perspective. Please check 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. We conduct extensive research on individual companies such as Shift4 and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards Shift4 Payments.

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

Execute Advice
Sell Shift4 PaymentsBuy Shift4 Payments
Hold

Volatility

Very steadyDetails

Hype Condition

Under hypedDetails

Current Valuation

UndervaluedDetails

Odds of Distress

AverageDetails

Economic Sensitivity

Hyperactively responds to market trendsDetails

Analyst Consensus

BuyDetails

Financial Strenth (F Score)

HealthyDetails

Financial Leverage

InapplicableDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon Shift4 Payments has a Risk Adjusted Performance of (0.19), Jensen Alpha of (0.33), Total Risk Alpha of (0.09) and Treynor Ratio of (0.34)
Shift4 Payments recommendation module can be used to check and cross-verify current trade recommendation provided by analysts inspecting the firm's potential to grow using all of fundamental, technical, data market data available at the time. To make sure Shift4 Payments is not overpriced, please validate all Shift4 Payments fundamentals, including its net income, and the relationship between the price to earning and book value per share . Given that Shift4 Payments has a number of shares shorted of 12.13 M, we advise you to double-check Shift4 Payments market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your current risk tolerance and investing horizon.

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 high likelihood to experience some financial distress in the next 2 years
The company reported the previous year's revenue of 1.37 B. Net Loss for the year was (48.9 M) with profit before overhead, payroll, taxes, and interest of 278.4 M.
Latest headline from www.wfmz.com: Shift4 Payments to take over payment processing at Tennessee Titans Nissan Stadium - 69News WFMZ-TV

Shift4 Payments current analysts advice

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Shift4 analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Shift4 analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Mean Price69.53
Target Median Price70.00
Target High Price97.00
Recommendation Mean2.10
Number Of Analyst Opinions15
Target Low Price38.00
Average Consensus Buy
The consensus estimates and target price estimation comprises individual analyst assessments, and may or may not mutch the Macroaxis buy or sell advice. It is determined by taking an average of all analyst recommendations and classifying them as Strong Buy, Buy, Hold, or Sell.

Shift4 Payments Returns Distribution Density

The distribution of Shift4 Payments' historical returns is an attempt to chart the future uncertainty of Shift4 Payments' future price movements. The chart of the probability distribution of Shift4 Payments stock 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 stock.
Mean Return-0.69Value At Risk-8.03
Potential Upside7.38Standard Deviation4.90
 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 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 Business 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 stock's 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 DOW
-0.33
β
Beta against DOW2.08
σ
Overall volatility
4.95
Ir
Information ratio -0.11

Shift4 Payments Volatility Alert

Shift4 Payments exhibits very low volatility with skewness of -0.33 and kurtosis of 0.44. However, we advise investors to further study Shift4 Payments technical indicators to make sure all market info is available and is reliable. 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 bullying 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 stocks 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
FundamentalsShift4 PaymentsPeer Average
Return On Equity(13.84) %(0.31) %
Return On Asset(0.51) %(0.14) %
Profit Margin(3.53) %(1.27) %
Operating Margin(1.24) %(5.51) %
Current Valuation3.65 B16.62 B
Shares Outstanding51.52 M571.82 M
Shares Owned by Insiders1.82 %10.09 %
Shares Owned by Institutions117.45 %39.21 %
Number of Shares Shorted12.13 M4.71 M
Price to Earning0.76 X28.72 X
Price to Book7.13 X9.51 X
Price to Sales2.28 X11.42 X
Revenue1.37 B9.43 B
Gross Profit278.4 M27.38 B
EBITDA44.1 M3.9 B
Net Income(48.9 M)570.98 M
Cash and Equivalents1.23 B2.7 B
Cash per Share21.60 X5.01 X
Total Debt1.76 B5.32 B
Debt to Equity4.41 %48.70 %
Current Ratio7.91 X2.16 X
Book Value Per Share5.27 X1.93 K
Cash Flow from Operations29.2 M971.22 M
Short Ratio11.15 X4.00 X
Earnings Per Share(0.97) X3.12 X
Number of Employees1.73 K18.84 K
Beta3.07-0.15
Market Capitalization3.11 B19.03 B
Total Asset2.65 M29.47 B
Retained Earnings(172)9.33 B
Working Capital(1.43 M)1.48 B
Current Asset776 K9.34 B
Current Liabilities2.2 M7.9 B
   Purchase by Jared Isaacman of 27728 shares of Shift4 Payments [view details]

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 stock 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. Although Shift4 Payments investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2010 2020 2021 2022 (projected)
Current Assets106.4 M1.03 B1.45 B1.27 B
Total Assets784 M1.78 B2.34 B2.18 B

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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.

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Cars Theme
Domestic and international companies involved in manufacturing and serving automobiles and trucks. The Cars theme has 30 constituents.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Cars Theme or any other thematic opportunities.
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Please check 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. Note that the Shift4 Payments information on this page should be used as a complementary analysis to other Shift4 Payments' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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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.
Market Capitalization
3.3 B
Quarterly Revenue Growth YOY
0.68
Return On Assets
8.0E-4
Return On Equity
-0.0749
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 Shift4 Payments value 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.