FOUR PEER ANALYSIS

Shift4 Payments Inc — metric-by-metric comparison with peers and the industry median

FOURShift4 Payments Inc

🇺🇸 USA · NYSE · Technology · Software - Infrastructure

Value it Duel

Overall Profile & Returns

· Software - Infrastructure

Position Within Industry

0 = weak quartile, 100 = strong quartile

FOURIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	FOUR	BB	ADYEN	ATATP	ARDYZ	KRONT	Ind. Median
P/E	49.18	119.35	25.53	8.26●	26.80	33.36	28.52
P/B	2.28●	9.53	5.13	2.42	3.45	5.44	3.81
EV/EBITDA	8.32	76.56	12.14	4.03●	8.72	14.83	16.73
P/S	0.85●	12.29	10.75	3.03	3.55	7.72	3.39

Financial Health
Metric	FOUR	BB	ADYEN	ATATP	ARDYZ	KRONT	Ind. Median
Current Ratio	1.22	2.20	168.11●	2.17	1.16	1.10	1.43
Debt/Equity	277.2%	29.5%	4.8%	0.8%●	24.4%	11.4%	25.1%
NetDebt/EBITDA	3.92	-1.41	-7.76●	-0.09	0.54	-0.10	-0.02

Profitability
Metric	FOUR	BB	ADYEN	ATATP	ARDYZ	KRONT	Ind. Median
Net Margin	2.3%	10.3%	42.1%●	36.7%	13.3%	23.2%	8.9%
ROE	8.3%	8.1%	22.3%	47.3%●	16.5%	21.4%	14.2%
ROA	1.5%	5.4%	9.0%	41.6%●	11.3%	12.5%	4.0%
EBITDA Margin	19.2%	15.8%	54.0%	73.6%●	43.5%	51.7%	17.8%

Growth + Dividend
Metric	FOUR	BB	ADYEN	ATATP	ARDYZ	KRONT	Ind. Median
Rev. Growth	28.3%	4.8%	25.2%	157.2%●	100.3%	41.0%	10.2%
NI Growth	-54.8%	—	14.8%	331.0%●	23.8%	—	7.0%
Div. Yield	1.2%●	—	—	0.4%	0.0%	0.0%	0.8%
Payout	43.6%	—	—	3.0%	0.0%	0.0%	20.6%

Valuation
Metric	FOUR	BOX	EEFT	TDC	TENB	ZETA	Ind. Median
P/E	49.18	39.93	11.90	8.37●	—	—	28.52
P/B	2.28●	25.51	3.03	6.32	19.26	5.53	3.81
EV/EBITDA	8.32	25.14	6.11	4.86●	42.41	96.07	16.73
P/S	0.85●	3.35	0.85	2.09	4.68	3.39	3.39

Financial Health
Metric	FOUR	BOX	EEFT	TDC	TENB	ZETA	Ind. Median
Current Ratio	1.22	1.07	1.28	1.30	0.78	2.07●	1.43
Debt/Equity	277.2%	334.9%	223.3%	99.3%	168.9%	24.8%●	25.1%
NetDebt/EBITDA	3.92	0.33	0.82	-0.39	0.52	-1.41●	-0.02

Profitability
Metric	FOUR	BOX	EEFT	TDC	TENB	ZETA	Ind. Median
Net Margin	2.3%	9.2%	7.1%	24.9%●	-1.2%	-1.6%	8.9%
ROE	8.3%	59.4%	24.6%	117.8%●	-3.7%	-3.0%	14.2%
ROA	1.5%	7.2%	5.0%	21.6%●	-0.7%	-1.8%	4.0%
EBITDA Margin	19.2%	13.5%	16.0%	39.7%●	11.2%	3.5%	17.8%

Growth + Dividend
Metric	FOUR	BOX	EEFT	TDC	TENB	ZETA	Ind. Median
Rev. Growth	28.3%	9.5%	7.2%	-0.8%	10.7%	33.6%●	10.2%
NI Growth	-54.8%	-53.0%	-3.0%	205.1%●	—	—	7.0%
Div. Yield	1.2%●	0.4%	—	—	—	—	0.8%
Payout	43.6%	13.5%	—	—	—	—	20.6%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 7, 26. This content is for informational purposes only and is not investment advice.