Shift4 Payments (FOUR) Competitors

Shift4 Payments logo
$38.67 +0.10 (+0.26%)
Closing price 03:58 PM Eastern
Extended Trading
$38.67 0.00 (-0.01%)
As of 08:00 PM Eastern
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FOUR vs. GFL, TOST, TRU, APLD, and QXO

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 GFL Environmental (GFL), Toast (TOST), TransUnion (TRU), Applied Digital (APLD), and QXO (QXO). These companies are all part of the "business services" industry.

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 better stock? We will compare the two companies based on the strength of their media sentiment, earnings, risk, valuation, profitability, institutional ownership, dividends 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. 1.5% of Shift4 Payments shares are owned by insiders. Comparatively, 8.7% of GFL Environmental shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

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%

Shift4 Payments presently has a consensus target price of $70.19, suggesting a potential upside of 81.51%. GFL Environmental has a consensus target price of $55.00, suggesting a potential upside of 52.74%. Given Shift4 Payments' higher possible upside, equities analysts plainly 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 and Shift4 Payments both had 6 articles in the media. Shift4 Payments' average media sentiment score of 1.43 beat GFL Environmental's score of 0.87 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
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
GFL Environmental
1 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 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, GFL Environmental has a beta of 0.71, suggesting that its share price is 29% less volatile than the broader market.

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$4.18B0.73$119M$0.8446.04
GFL Environmental$4.73B2.73$2.74B$0.32112.53

Summary

GFL Environmental beats Shift4 Payments on 8 of the 15 factors compared between the two stocks.

How does Shift4 Payments compare to Toast?

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

Shift4 Payments has a beta of 1.43, meaning that its share price is 43% more volatile than the broader market. Comparatively, Toast has a beta of 1.76, meaning that its share price is 76% more volatile than the broader market.

Toast has higher revenue and earnings than Shift4 Payments. Toast 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$4.18B0.73$119M$0.8446.04
Toast$6.15B2.06$342M$0.6537.74

98.9% of Shift4 Payments shares are owned by institutional investors. Comparatively, 82.9% of Toast shares are owned by institutional investors. 1.5% of Shift4 Payments shares are owned by company insiders. Comparatively, 10.0% of Toast shares are owned by company 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.

Toast has a net margin of 6.39% compared to Shift4 Payments' net margin of 2.63%. Shift4 Payments' return on equity of 33.55% beat Toast's return on equity.

Company Net Margins Return on Equity Return on Assets
Shift4 Payments2.63% 33.55% 5.01%
Toast 6.39%20.86%13.84%

In the previous week, Shift4 Payments had 3 more articles in the media than Toast. MarketBeat recorded 6 mentions for Shift4 Payments and 3 mentions for Toast. Shift4 Payments' average media sentiment score of 1.43 beat Toast's score of 0.27 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
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Toast
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Shift4 Payments currently has a consensus target price of $70.19, suggesting a potential upside of 81.51%. Toast has a consensus target price of $37.62, suggesting a potential upside of 53.34%. Given Shift4 Payments' higher probable upside, analysts clearly believe Shift4 Payments is more favorable than Toast.

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
Toast
0 Sell rating(s)
8 Hold rating(s)
17 Buy rating(s)
2 Strong Buy rating(s)
2.78

Summary

Toast beats Shift4 Payments on 10 of the 17 factors compared between the two stocks.

How does Shift4 Payments compare to TransUnion?

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

Shift4 Payments presently has a consensus target price of $70.19, suggesting a potential upside of 81.51%. TransUnion has a consensus target price of $91.47, suggesting a potential upside of 38.44%. Given Shift4 Payments' higher possible upside, 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

98.9% of Shift4 Payments shares are held by institutional investors. 1.5% of Shift4 Payments shares are held by insiders. Comparatively, 0.4% of TransUnion shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

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 6 more articles in the media than Shift4 Payments. MarketBeat recorded 12 mentions for TransUnion and 6 mentions for Shift4 Payments. Shift4 Payments' average media sentiment score of 1.43 beat TransUnion's score of 0.52 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
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
TransUnion
5 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
3 Very Negative mention(s)
Positive

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$4.18B0.73$119M$0.8446.04
TransUnion$4.58B2.78$455.40M$3.6118.30

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

Summary

TransUnion beats Shift4 Payments on 10 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 better stock? We will compare the two businesses based on the strength of their profitability, media sentiment, analyst recommendations, dividends, valuation, risk, institutional ownership and earnings.

98.9% of Shift4 Payments shares are held by institutional investors. Comparatively, 65.7% of Applied Digital shares are held by institutional investors. 1.5% of Shift4 Payments shares are held by company insiders. Comparatively, 9.5% of Applied Digital shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Shift4 Payments currently has a consensus price target of $70.19, suggesting a potential upside of 81.51%. Applied Digital has a consensus price target of $70.56, suggesting a potential upside of 55.85%. Given Shift4 Payments' higher probable upside, equities 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
2 Sell rating(s)
0 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
2.94

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

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$4.18B0.73$119M$0.8446.04
Applied Digital$144.19M89.72-$231.07M-$0.74N/A

In the previous week, Applied Digital had 12 more articles in the media than Shift4 Payments. MarketBeat recorded 18 mentions for Applied Digital and 6 mentions for Shift4 Payments. Shift4 Payments' average media sentiment score of 1.43 beat Applied Digital's score of 0.80 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
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Digital
12 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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%

Summary

Shift4 Payments beats Applied Digital on 10 of the 17 factors compared between the two stocks.

How does Shift4 Payments compare to QXO?

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

Shift4 Payments has a beta of 1.43, indicating that its stock price is 43% more volatile than the broader market. Comparatively, QXO has a beta of 2.3, indicating that its stock price is 130% more volatile than the broader market.

Shift4 Payments has higher earnings, but lower revenue than QXO. QXO 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$4.18B0.73$119M$0.8446.04
QXO$8.56B1.38-$279.40M-$0.91N/A

98.9% of Shift4 Payments shares are owned by institutional investors. Comparatively, 58.7% of QXO shares are owned by institutional investors. 1.5% of Shift4 Payments shares are owned by company insiders. Comparatively, 41.0% of QXO shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

In the previous week, Shift4 Payments had 1 more articles in the media than QXO. MarketBeat recorded 6 mentions for Shift4 Payments and 5 mentions for QXO. Shift4 Payments' average media sentiment score of 1.43 beat QXO's score of 0.72 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
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
QXO
3 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Shift4 Payments has a net margin of 2.63% compared to QXO's net margin of -6.02%. Shift4 Payments' return on equity of 33.55% beat QXO's return on equity.

Company Net Margins Return on Equity Return on Assets
Shift4 Payments2.63% 33.55% 5.01%
QXO -6.02%1.91%1.02%

Shift4 Payments currently has a consensus price target of $70.19, indicating a potential upside of 81.51%. QXO has a consensus price target of $31.14, indicating a potential upside of 91.77%. Given QXO's stronger consensus rating and higher probable upside, analysts clearly believe QXO is more favorable than Shift4 Payments.

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
QXO
1 Sell rating(s)
1 Hold rating(s)
15 Buy rating(s)
0 Strong Buy rating(s)
2.82

Summary

Shift4 Payments beats QXO on 9 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$3.06B$29.96B$6.74B$23.27B
Dividend YieldN/A4.29%3.23%4.07%
P/E Ratio46.0430.9927.6731.08
Price / Sales0.736.13394.3421.85
Price / Cash3.7715.9123.2024.45
Price / Book3.365.835.684.64
Net Income$119M$1.10B$205.77M$1.07B
7 Day Performance-6.49%73.61%4.83%-1.04%
1 Month Performance-10.65%2.35%-0.39%0.18%
1 Year Performance-58.71%-11.49%31.54%24.25%

Shift4 Payments Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FOUR
Shift4 Payments
4.7474 of 5 stars
$38.67
+0.3%
$70.19
+81.5%
-58.1%$3.06B$4.18B46.046,300
GFL
GFL Environmental
4.634 of 5 stars
$35.99
+0.0%
$55.00
+52.8%
-29.4%$12.90B$4.73B112.4614,850
TOST
Toast
4.5345 of 5 stars
$25.07
+1.0%
$37.62
+50.0%
-42.7%$12.81B$6.15B38.586,500
TRU
TransUnion
4.5665 of 5 stars
$67.40
+1.9%
$91.27
+35.4%
-24.4%$12.75B$4.58B18.6713,500
APLD
Applied Digital
4.1465 of 5 stars
$46.47
+8.8%
$67.67
+45.6%
+337.6%$12.20B$144.19MN/A121

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This page (NYSE:FOUR) was last updated on 6/23/2026 by MarketBeat.com Staff.
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