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Shift4 Payments (FOUR) Competitors

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$40.17 -3.12 (-7.21%)
Closing price 03:58 PM Eastern
Extended Trading
$40.38 +0.21 (+0.52%)
As of 07:51 PM Eastern
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FOUR vs. TRU, APLD, GFL, PAYP, and MEDP

Should you buy Shift4 Payments stock or one of its competitors? MarketBeat compares Shift4 Payments with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Shift4 Payments include TransUnion (TRU), Applied Digital (APLD), GFL Environmental (GFL), PayPay (PAYP), and Medpace (MEDP). These companies are all part of the "business services" industry.

How does Shift4 Payments compare to TransUnion?

Shift4 Payments (NYSE:FOUR) and TransUnion (NYSE:TRU) are both business services companies, but which is the superior stock? We will contrast the two businesses based on the strength of their media sentiment, dividends, institutional ownership, profitability, risk, earnings, analyst recommendations and valuation.

98.9% of Shift4 Payments shares are owned by institutional investors. 25.2% of Shift4 Payments shares are owned by company insiders. Comparatively, 0.4% of TransUnion shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Shift4 Payments currently has a consensus target price of $70.19, indicating a potential upside of 74.73%. TransUnion has a consensus target price of $91.27, indicating a potential upside of 31.33%. Given Shift4 Payments' higher probable upside, research analysts plainly believe Shift4 Payments is more favorable than TransUnion.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Shift4 Payments
1 Sell rating(s)
11 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.41
TransUnion
0 Sell rating(s)
6 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.64

TransUnion has a net margin of 14.91% compared to Shift4 Payments' net margin of 2.63%. Shift4 Payments' return on equity of 33.55% beat TransUnion's return on equity.

Company Net Margins Return on Equity Return on Assets
Shift4 Payments2.63% 33.55% 5.01%
TransUnion 14.91%16.09%6.62%

In the previous week, TransUnion had 16 more articles in the media than Shift4 Payments. MarketBeat recorded 23 mentions for TransUnion and 7 mentions for Shift4 Payments. Shift4 Payments' average media sentiment score of 1.09 beat TransUnion's score of 0.69 indicating that Shift4 Payments is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Shift4 Payments
3 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
TransUnion
12 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Shift4 Payments has a beta of 1.43, suggesting that its share price is 43% more volatile than the broader market. Comparatively, TransUnion has a beta of 1.56, suggesting that its share price is 56% more volatile than the broader market.

TransUnion has higher revenue and earnings than Shift4 Payments. TransUnion is trading at a lower price-to-earnings ratio than Shift4 Payments, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Shift4 Payments$4.18B0.76$119M$0.8447.82
TransUnion$4.58B2.93$455.40M$3.6119.25

Summary

TransUnion beats Shift4 Payments on 11 of the 17 factors compared between the two stocks.

How does Shift4 Payments compare to Applied Digital?

Shift4 Payments (NYSE:FOUR) and Applied Digital (NASDAQ:APLD) are both business services companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, valuation, institutional ownership, risk, profitability, earnings, media sentiment and analyst recommendations.

Shift4 Payments presently has a consensus price target of $70.19, indicating a potential upside of 74.73%. Applied Digital has a consensus price target of $59.11, indicating a potential upside of 32.10%. Given Shift4 Payments' higher possible upside, analysts plainly believe Shift4 Payments is more favorable than Applied Digital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Shift4 Payments
1 Sell rating(s)
11 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.41
Applied Digital
1 Sell rating(s)
1 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
3.00

Shift4 Payments has higher revenue and earnings than Applied Digital. Applied Digital is trading at a lower price-to-earnings ratio than Shift4 Payments, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Shift4 Payments$4.18B0.76$119M$0.8447.82
Applied Digital$144.19M88.68-$231.07M-$0.74N/A

Shift4 Payments has a beta of 1.43, suggesting that its share price is 43% more volatile than the broader market. Comparatively, Applied Digital has a beta of 5.69, suggesting that its share price is 469% more volatile than the broader market.

98.9% of Shift4 Payments shares are owned by institutional investors. Comparatively, 65.7% of Applied Digital shares are owned by institutional investors. 25.2% of Shift4 Payments shares are owned by insiders. Comparatively, 9.5% of Applied Digital shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Shift4 Payments has a net margin of 2.63% compared to Applied Digital's net margin of -52.84%. Shift4 Payments' return on equity of 33.55% beat Applied Digital's return on equity.

Company Net Margins Return on Equity Return on Assets
Shift4 Payments2.63% 33.55% 5.01%
Applied Digital -52.84%-15.91%-4.62%

In the previous week, Applied Digital had 15 more articles in the media than Shift4 Payments. MarketBeat recorded 22 mentions for Applied Digital and 7 mentions for Shift4 Payments. Shift4 Payments' average media sentiment score of 1.09 beat Applied Digital's score of 0.64 indicating that Shift4 Payments is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Shift4 Payments
3 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Digital
7 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
3 Very Negative mention(s)
Positive

Summary

Shift4 Payments beats Applied Digital on 10 of the 16 factors compared between the two stocks.

How does Shift4 Payments compare to GFL Environmental?

Shift4 Payments (NYSE:FOUR) and GFL Environmental (NYSE:GFL) are both business services companies, but which is the superior stock? We will compare the two companies based on the strength of their media sentiment, risk, institutional ownership, valuation, profitability, dividends, earnings and analyst recommendations.

98.9% of Shift4 Payments shares are owned by institutional investors. Comparatively, 64.7% of GFL Environmental shares are owned by institutional investors. 25.2% of Shift4 Payments shares are owned by company insiders. Comparatively, 8.7% of GFL Environmental shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Shift4 Payments currently has a consensus target price of $70.19, indicating a potential upside of 74.73%. GFL Environmental has a consensus target price of $55.00, indicating a potential upside of 58.57%. Given Shift4 Payments' higher probable upside, equities analysts clearly believe Shift4 Payments is more favorable than GFL Environmental.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Shift4 Payments
1 Sell rating(s)
11 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.41
GFL Environmental
2 Sell rating(s)
2 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.63

In the previous week, Shift4 Payments had 2 more articles in the media than GFL Environmental. MarketBeat recorded 7 mentions for Shift4 Payments and 5 mentions for GFL Environmental. Shift4 Payments' average media sentiment score of 1.09 beat GFL Environmental's score of 0.70 indicating that Shift4 Payments is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Shift4 Payments
3 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
GFL Environmental
2 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

GFL Environmental has a net margin of 3.09% compared to Shift4 Payments' net margin of 2.63%. Shift4 Payments' return on equity of 33.55% beat GFL Environmental's return on equity.

Company Net Margins Return on Equity Return on Assets
Shift4 Payments2.63% 33.55% 5.01%
GFL Environmental 3.09%4.53%1.78%

GFL Environmental has higher revenue and earnings than Shift4 Payments. Shift4 Payments is trading at a lower price-to-earnings ratio than GFL Environmental, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Shift4 Payments$4.18B0.76$119M$0.8447.82
GFL Environmental$4.73B2.63$2.74B$0.32108.39

Shift4 Payments has a beta of 1.43, meaning that its stock price is 43% more volatile than the broader market. Comparatively, GFL Environmental has a beta of 0.71, meaning that its stock price is 29% less volatile than the broader market.

Summary

Shift4 Payments beats GFL Environmental on 9 of the 16 factors compared between the two stocks.

How does Shift4 Payments compare to PayPay?

Shift4 Payments (NYSE:FOUR) and PayPay (NASDAQ:PAYP) are both business services companies, but which is the better business? We will compare the two companies based on the strength of their dividends, risk, institutional ownership, profitability, valuation, earnings, media sentiment and analyst recommendations.

Shift4 Payments has a net margin of 2.63% compared to PayPay's net margin of 0.00%. Shift4 Payments' return on equity of 33.55% beat PayPay's return on equity.

Company Net Margins Return on Equity Return on Assets
Shift4 Payments2.63% 33.55% 5.01%
PayPay N/A N/A N/A

98.9% of Shift4 Payments shares are owned by institutional investors. 25.2% of Shift4 Payments shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Shift4 Payments has higher earnings, but lower revenue than PayPay.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Shift4 Payments$4.18B0.76$119M$0.8447.82
PayPay$367.53B0.03N/AN/AN/A

Shift4 Payments presently has a consensus price target of $70.19, indicating a potential upside of 74.73%. PayPay has a consensus price target of $25.73, indicating a potential upside of 50.89%. Given Shift4 Payments' higher probable upside, equities research analysts plainly believe Shift4 Payments is more favorable than PayPay.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Shift4 Payments
1 Sell rating(s)
11 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.41
PayPay
0 Sell rating(s)
3 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.82

In the previous week, Shift4 Payments had 6 more articles in the media than PayPay. MarketBeat recorded 7 mentions for Shift4 Payments and 1 mentions for PayPay. PayPay's average media sentiment score of 1.87 beat Shift4 Payments' score of 1.09 indicating that PayPay is being referred to more favorably in the news media.

Company Overall Sentiment
Shift4 Payments Positive
PayPay Very Positive

Summary

Shift4 Payments beats PayPay on 9 of the 13 factors compared between the two stocks.

How does Shift4 Payments compare to Medpace?

Medpace (NASDAQ:MEDP) and Shift4 Payments (NYSE:FOUR) are both business services companies, but which is the better investment? We will compare the two companies based on the strength of their profitability, valuation, earnings, dividends, institutional ownership, risk, media sentiment and analyst recommendations.

In the previous week, Medpace had 27 more articles in the media than Shift4 Payments. MarketBeat recorded 34 mentions for Medpace and 7 mentions for Shift4 Payments. Shift4 Payments' average media sentiment score of 1.09 beat Medpace's score of 0.27 indicating that Shift4 Payments is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Medpace
7 Very Positive mention(s)
1 Positive mention(s)
24 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Shift4 Payments
3 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Medpace has a net margin of 17.19% compared to Shift4 Payments' net margin of 2.63%. Medpace's return on equity of 120.89% beat Shift4 Payments' return on equity.

Company Net Margins Return on Equity Return on Assets
Medpace17.19% 120.89% 24.79%
Shift4 Payments 2.63%33.55%5.01%

Medpace presently has a consensus target price of $467.08, indicating a potential upside of 3.61%. Shift4 Payments has a consensus target price of $70.19, indicating a potential upside of 74.73%. Given Shift4 Payments' stronger consensus rating and higher possible upside, analysts clearly believe Shift4 Payments is more favorable than Medpace.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Medpace
1 Sell rating(s)
10 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.20
Shift4 Payments
1 Sell rating(s)
11 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.41

Medpace has higher earnings, but lower revenue than Shift4 Payments. Medpace is trading at a lower price-to-earnings ratio than Shift4 Payments, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Medpace$2.53B5.09$451.12M$15.9128.34
Shift4 Payments$4.18B0.76$119M$0.8447.82

Medpace has a beta of 1.18, suggesting that its stock price is 18% more volatile than the broader market. Comparatively, Shift4 Payments has a beta of 1.43, suggesting that its stock price is 43% more volatile than the broader market.

78.0% of Medpace shares are held by institutional investors. Comparatively, 98.9% of Shift4 Payments shares are held by institutional investors. 20.5% of Medpace shares are held by insiders. Comparatively, 25.2% of Shift4 Payments shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Summary

Medpace and Shift4 Payments tied by winning 8 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding FOUR and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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FOUR vs. The Competition

MetricShift4 PaymentsFinancial Transaction Services IndustryBusiness SectorNYSE Exchange
Market Cap$3.43B$27.90B$6.57B$23.08B
Dividend YieldN/A3.50%2.96%4.09%
P/E Ratio10.0231.5029.3931.02
Price / Sales0.769.13414.6214.81
Price / Cash4.2316.3124.6324.78
Price / Book3.495.545.904.67
Net Income$119M$1.10B$203.93M$1.07B
7 Day Performance-6.36%-3.35%1.03%-0.67%
1 Month Performance-11.22%-4.54%1.38%0.22%
1 Year Performance-57.86%-12.16%40.54%25.44%

Shift4 Payments Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FOUR
Shift4 Payments
4.8844 of 5 stars
$40.17
-7.2%
$70.19
+74.7%
-54.6%$3.43B$4.18B10.026,300
TRU
TransUnion
4.5336 of 5 stars
$70.70
+0.1%
$91.27
+29.1%
-12.7%$13.62B$4.58B19.5913,500
APLD
Applied Digital
3.9567 of 5 stars
$45.87
flat
$57.67
+25.7%
+372.0%$13.11B$144.19MN/A121
GFL
GFL Environmental
4.7668 of 5 stars
$35.65
-0.2%
$55.00
+54.3%
-32.6%$12.79B$4.73B111.4114,850
PAYP
PayPay
N/A$19.11
flat
$25.73
+34.6%
N/A$12.78B$367.53BN/A4,159

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This page (NYSE:FOUR) was last updated on 6/3/2026 by MarketBeat.com Staff.
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