25 XP   0   0   10

Shift4 Payments Inc
Buy, Hold or Sell?

Let's analyse Shift4 together

PenkeI guess you are interested in Shift4 Payments Inc. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of Shift4 Payments Inc. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

You can find me behind Let's Analyse Together in the top-right of each section.

Get notifications about Shift4 Payments Inc

I send you an email if I find something interesting about Shift4 Payments Inc.

Quick analysis of Shift4 (30 sec.)










What can you expect buying and holding a share of Shift4? (30 sec.)

How much money do you get?

How much money do you get?
$0.00
When do you have the money?
1 year
How often do you get paid?
30.0%

What is your share worth?

Current worth
$14.31
Expected worth in 1 year
$22.54
How sure are you?
60.0%

+ What do you gain per year?

Total Gains per Share
$8.22
Return On Investment
12.4%

For what price can you sell your share?

Current Price per Share
$66.07
Expected price per share
$56.73 - $84.90
How sure are you?
50%

1. Valuation of Shift4 (5 min.)




Live pricePrice per Share (EOD)

$66.07

Intrinsic Value Per Share

$67.17 - $80.69

Total Value Per Share

$81.49 - $95.01

2. Growth of Shift4 (5 min.)




Is Shift4 growing?

Current yearPrevious yearGrowGrow %
How rich?$868.4m$396.7m$207m34.3%

How much money is Shift4 making?

Current yearPrevious yearGrowGrow %
Making money$22.9m$21.4m$1.5m6.6%
Net Profit Margin3.6%3.8%--

How much money comes from the company's main activities?

3. Financial Health of Shift4 (5 min.)




What can you expect buying and holding a share of Shift4? (5 min.)

Welcome investor! Shift4's management wants to use your money to grow the business. In return you get a share of Shift4.

What can you expect buying and holding a share of Shift4?

First you should know what it really means to hold a share of Shift4. And how you can make/lose money.

Speculation

The Price per Share of Shift4 is $66.07. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of Shift4.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in Shift4, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is $14.31. Based on the TTM, the Book Value Change Per Share is $2.06 per quarter. Based on the YOY, the Book Value Change Per Share is $-0.12 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is $0.00 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Shift4.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 $% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share
Usd Eps0.230.3%0.340.5%0.230.3%0.010.0%0.010.0%
Usd Book Value Change Per Share5.408.2%2.063.1%-0.12-0.2%0.721.1%0.721.1%
Usd Dividend Per Share0.000.0%0.000.0%0.000.0%0.000.0%0.000.0%
Usd Total Gains Per Share5.408.2%2.063.1%-0.12-0.2%0.721.1%0.721.1%
Usd Price Per Share74.34-68.36-48.88-46.97-46.97-
Price to Earnings Ratio82.30-64.31--0.04--5.08--5.08-
Price-to-Total Gains Ratio13.77-162.50-69.42-58.79-58.79-
Price to Book Ratio5.19-8.04-9.25-6.62-6.62-
Price-to-Total Gains Ratio13.77-162.50-69.42-58.79-58.79-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share66.07
Number of shares15
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.000.00
Usd Book Value Change Per Share2.060.72
Usd Total Gains Per Share2.060.72
Gains per Quarter (15 shares)30.8410.76
Gains per Year (15 shares)123.3643.03
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
1012311304333
2024723608676
303703590129119
404934820172162
506176050215205
607407281258248
708638511301291
809879741344334
90111010971386377
100123412201429420

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share4.00.00.0100.0%8.04.00.066.7%8.012.00.040.0%8.012.00.040.0%8.012.00.040.0%
Book Value Change Per Share4.00.00.0100.0%8.04.00.066.7%11.06.03.055.0%11.06.03.055.0%11.06.03.055.0%
Dividend per Share0.00.04.00.0%1.00.011.08.3%6.00.014.030.0%6.00.014.030.0%6.00.014.030.0%
Total Gains per Share4.00.00.0100.0%8.04.00.066.7%12.06.02.060.0%12.06.02.060.0%12.06.02.060.0%

Fundamentals of Shift4

About Shift4 Payments Inc

Shift4 Payments, Inc. provides software and payment processing solutions solutions in the United States and internationally. The company offers payment platform, an omni-channel card acceptance and processing solutions across multiple payment types, including credit, debit, contactless card, Europay, MasterCard and Visa, QR Pay, and mobile wallets, as well as alternative payment methods. It also provides technology solutions, including SkyTab POS to scale business and improve operational efficiency; VenueNext that provides mobile ordering, countertop POS, self-service kiosk, and digital wallet to facilitate food and beverage, merchandise, and loyalty; Lighthouse, a cloud-based suite of business intelligence tools comprises customer engagement, social media management, online reputation management, scheduling and product pricing, as well as extensive reporting and analytics; SkyTab Mobile which offers pay-at-the-table, order-at-the-table, delivery, customer feedback, and email marketing; The Giving Block, a cryptocurrency donation marketplace; Shift4Shop, an ecommerce platform that creates a webstore and tools to manage product catalog, order fulfillment and inventory management, search-engine-optimization, and secure hosting; and Marketplace that enables integrations into third-party applications, as well as loyalty and inventory management. In addition, the company offers gateway, security, tokenization, risk management/underwriting, payment device management, chargeback management, fraud prevention, and loyalty and gift card. Further, it provides merchant underwriting, onboarding and activation, training, risk management, and support services; and software integrations and compliance management, and partner support and services. The company distributes its products through independent software vendors, internal sales and support network, enterprises, and value-added resellers. The company was founded in 1999 and is headquartered in Center Valley, Pennsylvania.

Fundamental data was last updated by Penke on 2024-03-23 00:09:05.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is making a profit.
Using its assets, the company is inefficient in making profit.
Using its investors money, the company is less efficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is operating less efficient.
The company is less efficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is able to pay all its short-term debts.
The company is very able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is just able to pay all its debts by selling its assets.
The company is unable to pay all its debts with equity.

Valuation

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is overpriced.
Based on the earnings, the company is expensive.
Based on how much money comes from the company's main activities, the company is underpriced.

1.1. Profitability of Shift4 Payments Inc.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit Shift4 earns for each $1 of revenue.

  • Above 10% is considered healthy but always compare Shift4 to the Software - Infrastructure industry mean.
  • A Net Profit Margin of 1.9% means that $0.02 for each $1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Shift4 Payments Inc:

  • The MRQ is 1.9%. The company is making a profit. +1
  • The TTM is 3.6%. The company is making a profit. +1
Trends
Current periodCompared to+/- 
MRQ1.9%TTM3.6%-1.7%
TTM3.6%YOY3.8%-0.2%
TTM3.6%5Y-2.3%+5.9%
5Y-2.3%10Y-2.3%0.0%
1.1.2. Return on Assets

Shows how efficient Shift4 is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Shift4 to the Software - Infrastructure industry mean.
  • 0.4% Return on Assets means that Shift4 generated $0.00 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Shift4 Payments Inc:

  • The MRQ is 0.4%. Using its assets, the company is inefficient in making profit. -1
  • The TTM is 0.8%. Using its assets, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ0.4%TTM0.8%-0.4%
TTM0.8%YOY0.9%0.0%
TTM0.8%5Y-0.1%+0.9%
5Y-0.1%10Y-0.1%0.0%
1.1.3. Return on Equity

Shows how efficient Shift4 is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Shift4 to the Software - Infrastructure industry mean.
  • 2.1% Return on Equity means Shift4 generated $0.02 for each $1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Shift4 Payments Inc:

  • The MRQ is 2.1%. Using its investors money, the company is inefficient in making profit. -1
  • The TTM is 5.6%. Using its investors money, the company is less efficient in making profit.
Trends
Current periodCompared to+/- 
MRQ2.1%TTM5.6%-3.5%
TTM5.6%YOY7.4%-1.8%
TTM5.6%5Y1.1%+4.5%
5Y1.1%10Y1.1%0.0%

1.2. Operating Efficiency of Shift4 Payments Inc.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient Shift4 is operating .

  • Measures how much profit Shift4 makes for each $1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare Shift4 to the Software - Infrastructure industry mean.
  • An Operating Margin of 8.9% means the company generated $0.09  for each $1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Shift4 Payments Inc:

  • The MRQ is 8.9%. The company is operating less efficient.
  • The TTM is 7.4%. The company is operating less efficient.
Trends
Current periodCompared to+/- 
MRQ8.9%TTM7.4%+1.5%
TTM7.4%YOY3.2%+4.2%
TTM7.4%5Y-0.9%+8.3%
5Y-0.9%10Y-0.9%0.0%
1.2.2. Operating Ratio

Measures how efficient Shift4 is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Software - Infrastructure industry mean).
  • An Operation Ratio of 0.91 means that the operating costs are $0.91 for each $1 in net sales.

Let's take a look of the Operating Ratio trends of Shift4 Payments Inc:

  • The MRQ is 0.911. The company is less efficient in keeping operating costs low.
  • The TTM is 0.935. The company is less efficient in keeping operating costs low.
Trends
Current periodCompared to+/- 
MRQ0.911TTM0.935-0.024
TTM0.935YOY0.929+0.006
TTM0.9355Y1.003-0.068
5Y1.00310Y1.0030.000

1.3. Liquidity of Shift4 Payments Inc.

1.3. Liquidity
1.3.1. Current Ratio

Measures if Shift4 is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Software - Infrastructure industry mean).
  • A Current Ratio of 1.64 means the company has $1.64 in assets for each $1 in short-term debts.

Let's take a look of the Current Ratio trends of Shift4 Payments Inc:

  • The MRQ is 1.637. The company is able to pay all its short-term debts. +1
  • The TTM is 2.975. The company is able to pay all its short-term debts. +1
Trends
Current periodCompared to+/- 
MRQ1.637TTM2.975-1.338
TTM2.975YOY4.302-1.326
TTM2.9755Y3.877-0.902
5Y3.87710Y3.8770.000
1.3.2. Quick Ratio

Measures if Shift4 is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare Shift4 to the Software - Infrastructure industry mean.
  • A Quick Ratio of 1.01 means the company can pay off $1.01 for each $1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Shift4 Payments Inc:

  • The MRQ is 1.011. The company is just able to pay all its short-term debts with the most liquid assets.
  • The TTM is 2.572. The company is very able to pay all its short-term debts with the most liquid assets. +2
Trends
Current periodCompared to+/- 
MRQ1.011TTM2.572-1.562
TTM2.572YOY4.242-1.670
TTM2.5725Y3.734-1.161
5Y3.73410Y3.7340.000

1.4. Solvency of Shift4 Payments Inc.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of Shift4 assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Shift4 to Software - Infrastructure industry mean.
  • A Debt to Asset Ratio of 0.74 means that Shift4 assets are financed with 74.4% credit (debt) and the remaining percentage (100% - 74.4%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Shift4 Payments Inc:

  • The MRQ is 0.744. The company is able to pay all its debts by selling its assets. +1
  • The TTM is 0.788. The company is just able to pay all its debts by selling its assets.
Trends
Current periodCompared to+/- 
MRQ0.744TTM0.788-0.045
TTM0.788YOY0.839-0.050
TTM0.7885Y0.666+0.122
5Y0.66610Y0.6660.000
1.4.2. Debt to Equity Ratio

Measures if Shift4 is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Shift4 to the Software - Infrastructure industry mean.
  • A Debt to Equity ratio of 385.6% means that company has $3.86 debt for each $1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Shift4 Payments Inc:

  • The MRQ is 3.856. The company is unable to pay all its debts with equity. -1
  • The TTM is 5.095. The company is unable to pay all its debts with equity. -1
Trends
Current periodCompared to+/- 
MRQ3.856TTM5.095-1.238
TTM5.095YOY7.713-2.618
TTM5.0955Y3.952+1.143
5Y3.95210Y3.9520.000

2. Market Valuation of Shift4 Payments Inc

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every $1 in earnings Shift4 generates.

  • Above 15 is considered overpriced but always compare Shift4 to the Software - Infrastructure industry mean.
  • A PE ratio of 82.30 means the investor is paying $82.30 for every $1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Shift4 Payments Inc:

  • The EOD is 73.141. Based on the earnings, the company is expensive. -2
  • The MRQ is 82.296. Based on the earnings, the company is expensive. -2
  • The TTM is 64.314. Based on the earnings, the company is expensive. -2
Trends
Current periodCompared to+/- 
EOD73.141MRQ82.296-9.155
MRQ82.296TTM64.314+17.982
TTM64.314YOY-0.039+64.354
TTM64.3145Y-5.083+69.398
5Y-5.08310Y-5.0830.000
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Shift4 Payments Inc:

  • The EOD is 13.726. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The MRQ is 15.445. Based on how much money comes from the company's main activities, the company is underpriced. +1
  • The TTM is 20.165. Based on how much money comes from the company's main activities, the company is underpriced. +1
Trends
Current periodCompared to+/- 
EOD13.726MRQ15.445-1.718
MRQ15.445TTM20.165-4.720
TTM20.165YOY32.445-12.280
TTM20.1655Y-148.410+168.575
5Y-148.41010Y-148.4100.000
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of Shift4 is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Software - Infrastructure industry mean).
  • A PB ratio of 5.19 means the investor is paying $5.19 for each $1 in book value.

Let's take a look of the Price to Book Ratio trends of Shift4 Payments Inc:

  • The EOD is 4.616. Based on the equity, the company is fair priced.
  • The MRQ is 5.193. Based on the equity, the company is overpriced. -1
  • The TTM is 8.041. Based on the equity, the company is overpriced. -1
Trends
Current periodCompared to+/- 
EOD4.616MRQ5.193-0.578
MRQ5.193TTM8.041-2.848
TTM8.041YOY9.251-1.210
TTM8.0415Y6.619+1.422
5Y6.61910Y6.6190.000
2. Total Gains per Share

3. Holders & Insider Transactions

Let's take a look at which institutions, funds and insiders are holding shares of Shift4 Payments Inc.

3.1. Institutions holding Shift4 Payments Inc

Institutions are holding 99.552% of the shares of Shift4 Payments Inc.

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2023-12-31Vanguard Group Inc8.52260.00865314673-44024-0.8215
2023-12-31Durable Capital Partners LP7.64722.7983476880760141914.4316
2023-12-31Wellington Management Company LLP6.63590.05744138160-902181-17.8992
2023-12-31Jennison Associates LLC4.72270.1632294506060174925.6794
2023-12-31Wasatch Advisors Inc.4.12151.0525257014561645231.5532
2023-12-31BlackRock Inc3.98490.00472484961-47957-1.8933
2023-12-31ClearBridge Advisors, LLC3.34030.13322083024574662.837
2023-12-31AllianceBernstein L.P.3.14940.056219639635930.0302
2023-12-31Millennium Management LLC2.67140.05361665879-637632-27.6809
2023-12-31Morgan Stanley - Brokerage Accounts2.19220.0091367074-181155-11.7008
2023-12-31FMR Inc2.1880.00781364428-1247908-47.7698
2023-12-31Neuberger Berman Group LLC2.04530.08271275456-37406-2.8492
2023-12-31HHG PLC1.89090.05231179149597155102.605
2023-12-31Goldman Sachs Group Inc1.80110.00751123142691991160.4985
2023-12-31Amvescap Plc.1.51630.0167945532-37835-3.8475
2023-12-31State Street Corporation1.48880.0034928405634527.3359
2023-12-31Spyglass Capital Management LLC1.45414.849490678910288812.7986
2023-12-31Geode Capital Management, LLC1.37280.0067856082320493.8893
2023-12-31Kodai Capital Management LP1.28391.21298006518006510
2023-12-31Westfield Capital Management Company, LP1.23720.33437715457796711.2413
Total 63.266510.910439452925+1107734+2.8%

3.2. Funds holding Shift4 Payments Inc

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2024-02-29Vanguard Total Stock Mkt Idx Inv2.87290.00951791546-4224-0.2352
2024-02-29Vanguard Small Cap Index2.35150.08581466384135940.9357
2023-12-31ClearBridge Small Cap Growth A2.0462.27661275852-14197-1.1005
2024-01-31ClearBridge Small Cap Growth2.02542.3291263060-12792-1.0026
2023-06-30Delaware Ivy Science and Technology C1.74111.41641085738-259148-19.2691
2024-01-31Hartford MidCap Y1.621.16671010213-429882-29.8509
2023-12-31Wasatch Core Growth1.531.831895407910457512.3101
2024-02-29Vanguard Institutional Extnd Mkt Idx Tr1.34890.067884114948350.5781
2024-02-29Vanguard Small Cap Growth Index Inv1.3170.1935821280106871.3184
2023-12-31Neuberger Berman Genesis Inv1.2820.57777994559390.1176
2024-01-31PGIM Jennison Small Company A1.22461.858176368353610.707
2024-01-31PGIM Jennison Mid-Cap Growth Z1.22462.2939763650248383.3619
2023-12-31Jennison SMid Cap Core Equity1.2161.8824758322477146.7145
2023-12-31Jennison Mid Cap Growth Equity1.18482.363473881200
2023-12-31Franklin US Small Cap Growth Equity0.88661.4827552900-35000-5.9534
2024-01-31Franklin Small Cap Growth Adv0.88661.462555290000
2024-01-31AB Small Cap Growth A0.88491.0717551835-12011-2.1302
2023-12-31Janus Henderson Triton D0.87180.59265436475436470
2023-12-31Janus Henderson US SMID Cap Growth0.87180.59525436475436470
2023-09-30UBS: US Equity Small Cap Growth0.84521.358952705000
Total 28.231724.916217605202+532583+3.0%

3.3. Insider Transactions

Insiders are holding 1.509% of the shares of Shift4 Payments Inc.

DateOwnerTypeAmountPricePost Transaction AmountLink
2024-03-05David Taylor LauberSELL1500080.15
2023-11-28Sarah Goldsmith-groverSELL100065.04
2023-11-16Nancy DismanSELL1000065.07
2023-11-13Jordan FrankelSELL700058.81
2023-11-13Nancy DismanSELL500058.31
2023-08-08Nancy DismanSELL200065.12
2023-06-08David Taylor LauberSELL1000066.33

4. Summary

4.1. Key Performance Indicators

The key performance indicators of Shift4 Payments Inc compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share--5.3972.056+163%-0.124+102%0.716+654%0.716+654%
Book Value Per Share--14.3159.341+53%5.348+168%5.687+152%5.687+152%
Current Ratio--1.6372.975-45%4.302-62%3.877-58%3.877-58%
Debt To Asset Ratio--0.7440.788-6%0.839-11%0.666+12%0.666+12%
Debt To Equity Ratio--3.8565.095-24%7.713-50%3.952-2%3.952-2%
Dividend Per Share----0%-0%0.001-100%0.001-100%
Eps--0.2260.338-33%0.225+0%0.008+2745%0.008+2745%
Free Cash Flow Per Share--1.2030.937+28%-0.297+125%0.082+1368%0.082+1368%
Free Cash Flow To Equity Per Share--0.7430.318+134%-0.986+233%1.121-34%1.121-34%
Gross Profit Margin--0.7150.822-13%0.948-25%1.024-30%1.024-30%
Intrinsic Value_10Y_max--80.690--------
Intrinsic Value_10Y_min--67.172--------
Intrinsic Value_1Y_max--1.653--------
Intrinsic Value_1Y_min--1.620--------
Intrinsic Value_3Y_max--9.869--------
Intrinsic Value_3Y_min--9.322--------
Intrinsic Value_5Y_max--23.995--------
Intrinsic Value_5Y_min--21.850--------
Market Cap4008129943.000-13%4509828666.0004598052054.900-2%3632922503.903+24%3187878180.355+41%3187878180.355+41%
Net Profit Margin--0.0190.036-46%0.038-49%-0.023+218%-0.023+218%
Operating Margin--0.0890.074+20%0.032+177%-0.009+110%-0.009+110%
Operating Ratio--0.9110.935-3%0.929-2%1.003-9%1.003-9%
Pb Ratio4.616-13%5.1938.041-35%9.251-44%6.619-22%6.619-22%
Pe Ratio73.141-13%82.29664.314+28%-0.039+100%-5.083+106%-5.083+106%
Price Per Share66.070-13%74.34068.355+9%48.883+52%46.970+58%46.970+58%
Price To Free Cash Flow Ratio13.726-13%15.44520.165-23%32.445-52%-148.410+1061%-148.410+1061%
Price To Total Gains Ratio12.242-13%13.775162.501-92%69.421-80%58.790-77%58.790-77%
Quick Ratio--1.0112.572-61%4.242-76%3.734-73%3.734-73%
Return On Assets--0.0040.008-52%0.009-53%-0.001+125%-0.001+125%
Return On Equity--0.0210.056-63%0.074-72%0.011+95%0.011+95%
Total Gains Per Share--5.3972.056+163%-0.124+102%0.717+653%0.717+653%
Usd Book Value--868400000.000603750000.000+44%396750000.000+119%373310000.000+133%373310000.000+133%
Usd Book Value Change Per Share--5.3972.056+163%-0.124+102%0.716+654%0.716+654%
Usd Book Value Per Share--14.3159.341+53%5.348+168%5.687+152%5.687+152%
Usd Dividend Per Share----0%-0%0.001-100%0.001-100%
Usd Eps--0.2260.338-33%0.225+0%0.008+2745%0.008+2745%
Usd Free Cash Flow--73000001.00060300000.250+21%-26150000.000+136%3880000.050+1781%3880000.050+1781%
Usd Free Cash Flow Per Share--1.2030.937+28%-0.297+125%0.082+1368%0.082+1368%
Usd Free Cash Flow To Equity Per Share--0.7430.318+134%-0.986+233%1.121-34%1.121-34%
Usd Market Cap4008129943.000-13%4509828666.0004598052054.900-2%3632922503.903+24%3187878180.355+41%3187878180.355+41%
Usd Price Per Share66.070-13%74.34068.355+9%48.883+52%46.970+58%46.970+58%
Usd Profit--13700000.00022950000.000-40%21425000.000-36%2640000.000+419%2640000.000+419%
Usd Revenue--705400000.000641200000.000+10%498400000.000+42%371210000.000+90%371210000.000+90%
Usd Total Gains Per Share--5.3972.056+163%-0.124+102%0.717+653%0.717+653%
 EOD+4 -4MRQTTM+20 -14YOY+24 -105Y+24 -1210Y+24 -12

4.2. Fundamental Score

Let's check the fundamental score of Shift4 Payments Inc based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-1573.141
Price to Book Ratio (EOD)Between0-14.616
Net Profit Margin (MRQ)Greater than00.019
Operating Margin (MRQ)Greater than00.089
Quick Ratio (MRQ)Greater than11.011
Current Ratio (MRQ)Greater than11.637
Debt to Asset Ratio (MRQ)Less than10.744
Debt to Equity Ratio (MRQ)Less than13.856
Return on Equity (MRQ)Greater than0.150.021
Return on Assets (MRQ)Greater than0.050.004
Total5/10 (50.0%)

4.3. Technical Score

Let's check the technical score of Shift4 Payments Inc based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5034.333
Ma 20Greater thanMa 5075.814
Ma 50Greater thanMa 10075.763
Ma 100Greater thanMa 20071.428
OpenGreater thanClose65.930
Total3/5 (60.0%)



Latest Balance Sheet

Balance Sheet of 2023-12-31. Currency in USD. All numbers in thousands.

Summary
Total Assets3,387,800
Total Liabilities2,519,400
Total Stockholder Equity653,300
 As reported
Total Liabilities 2,519,400
Total Stockholder Equity+ 653,300
Total Assets = 3,387,800

Assets

Total Assets3,387,800
Total Current Assets1,153,300
Long-term Assets2,234,500
Total Current Assets
Cash And Cash Equivalents 455,000
Net Receivables 256,800
Inventory 3,400
Other Current Assets 438,100
Total Current Assets  (as reported)1,153,300
Total Current Assets  (calculated)1,153,300
+/-0
Long-term Assets
Property Plant Equipment 51,400
Goodwill 1,111,300
Long Term Investments 62,200
Intangible Assets 548,800
Long-term Assets Other 460,800
Long-term Assets  (as reported)2,234,500
Long-term Assets  (calculated)2,234,500
+/-0

Liabilities & Shareholders' Equity

Total Current Liabilities704,400
Long-term Liabilities1,815,000
Total Stockholder Equity653,300
Total Current Liabilities
Short-term Debt 7,800
Accounts payable 204,600
Other Current Liabilities 471,400
Total Current Liabilities  (as reported)704,400
Total Current Liabilities  (calculated)683,800
+/- 20,600
Long-term Liabilities
Long term Debt 1,750,200
Capital Lease Obligations 26,600
Long-term Liabilities Other 17,300
Long-term Liabilities  (as reported)1,815,000
Long-term Liabilities  (calculated)1,794,100
+/- 20,900
Total Stockholder Equity
Retained Earnings -346,700
Accumulated Other Comprehensive Income 14,100
Other Stockholders Equity 985,900
Total Stockholder Equity (as reported)653,300
Total Stockholder Equity (calculated)653,300
+/-0
Other
Cash and Short Term Investments 455,000
Common Stock Shares Outstanding 59,048
Current Deferred Revenue20,600
Liabilities and Stockholders Equity 3,387,800
Net Debt 1,321,800
Net Invested Capital 2,403,500
Net Working Capital 448,900
Property Plant and Equipment Gross 262,200
Short Long Term Debt Total 1,776,800



Balance Sheet

Currency in USD. All numbers in thousands.

 Trend2023-12-312023-09-302023-06-302023-03-312022-12-312022-09-302022-06-302022-03-312021-12-312021-09-302021-06-302021-03-312020-12-312020-09-302020-06-302020-03-312019-12-312019-09-302019-06-302019-03-31
> Total Assets 
0
0
0
788,000
840,800
1,014,300
1,115,600
1,779,300
1,808,600
1,731,100
2,355,100
2,342,600
2,432,100
2,299,600
2,485,700
2,554,000
2,614,900
2,590,600
2,649,900
3,387,800
3,387,8002,649,9002,590,6002,614,9002,554,0002,485,7002,299,6002,432,1002,342,6002,355,1001,731,1001,808,6001,779,3001,115,6001,014,300840,800788,000000
   > Total Current Assets 
0
0
0
106,400
166,000
332,000
433,700
1,033,500
986,200
893,300
1,487,700
1,453,600
1,428,100
1,283,900
960,700
991,700
1,049,000
973,300
1,038,600
1,153,300
1,153,3001,038,600973,3001,049,000991,700960,7001,283,9001,428,1001,453,6001,487,700893,300986,2001,033,500433,700332,000166,000106,400000
       Cash And Cash Equivalents 
0
0
0
3,700
70,200
244,000
328,900
927,800
844,900
699,700
1,288,100
1,231,500
1,189,000
1,018,200
672,700
776,500
743,900
649,000
692,300
455,000
455,000692,300649,000743,900776,500672,7001,018,2001,189,0001,231,5001,288,100699,700844,900927,800328,900244,00070,2003,700000
       Short-term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
0
1,200
1,700
0
3,200
2,600
0
0
002,6003,20001,7001,2000000000000000
       Net Receivables 
0
0
0
85,900
74,900
69,300
93,700
94,200
129,400
181,500
185,700
208,200
225,500
253,100
264,200
196,900
210,700
232,000
232,100
256,800
256,800232,100232,000210,700196,900264,200253,100225,500208,200185,700181,500129,40094,20093,70069,30074,90085,900000
       Other Current Assets 
0
0
0
200
200
100
300
1,000
300
300
200
300
400
2,000
2,700
3,000
5,000
4,000
20,700
438,100
438,10020,7004,0005,0003,0002,7002,0004003002003003001,000300100200200000
   > Long-term Assets 
0
0
0
681,600
674,800
682,300
681,900
745,800
822,400
837,800
867,400
889,000
1,004,000
1,015,700
1,525,000
1,562,300
1,565,900
1,617,300
1,611,300
2,234,500
2,234,5001,611,3001,617,3001,565,9001,562,3001,525,0001,015,7001,004,000889,000867,400837,800822,400745,800681,900682,300674,800681,600000
       Property Plant Equipment 
0
0
0
15,400
15,400
37,500
46,700
51,700
55,500
64,700
74,100
95,300
95,100
99,100
108,600
122,500
133,900
148,500
160,500
51,400
51,400160,500148,500133,900122,500108,60099,10095,10095,30074,10064,70055,50051,70046,70037,50015,40015,400000
       Goodwill 
0
0
0
421,300
422,000
422,000
422,000
477,000
525,000
525,200
537,600
537,700
627,000
627,100
777,300
735,000
737,000
757,100
755,400
1,111,300
1,111,300755,400757,100737,000735,000777,300627,100627,000537,700537,600525,200525,000477,000422,000422,000422,000421,300000
       Long Term Investments 
0
0
0
0
0
0
0
0
16,000
29,500
29,500
30,500
32,000
32,000
32,000
47,100
56,000
56,000
58,600
62,200
62,20058,60056,00056,00047,10032,00032,00032,00030,50029,50029,50016,00000000000
       Intangible Assets 
0
0
0
213,200
202,700
192,200
183,000
186,300
194,000
185,100
188,300
188,500
213,000
219,000
561,700
306,800
306,000
332,400
324,500
548,800
548,800324,500332,400306,000306,800561,700219,000213,000188,500188,300185,100194,000186,300183,000192,200202,700213,200000
       Other Assets 
0
0
0
0
34,700
30,600
30,200
68,000
31,900
33,300
37,900
37,000
36,900
38,500
45,400
10,900
10,400
10,700
12,300
0
012,30010,70010,40010,90045,40038,50036,90037,00037,90033,30031,90068,00030,20030,60034,7000000
> Total Liabilities 
0
0
0
816,900
876,200
543,700
558,100
1,109,300
1,259,500
1,284,900
1,919,700
1,942,900
2,013,900
2,032,200
2,064,900
2,073,400
2,088,500
2,111,400
2,108,900
2,519,400
2,519,4002,108,9002,111,4002,088,5002,073,4002,064,9002,032,2002,013,9001,942,9001,919,7001,284,9001,259,5001,109,300558,100543,700876,200816,900000
   > Total Current Liabilities 
0
0
0
129,900
121,800
100,000
113,100
99,400
139,000
164,600
180,000
183,800
258,800
275,300
288,600
268,300
283,100
300,400
313,000
704,400
704,400313,000300,400283,100268,300288,600275,300258,800183,800180,000164,600139,00099,400113,100100,000121,800129,900000
       Short-term Debt 
0
0
0
5,300
5,200
2,600
1,800
900
33,900
32,600
33,700
4,800
4,400
4,100
4,600
5,300
5,800
6,100
6,700
7,800
7,8006,7006,1005,8005,3004,6004,1004,4004,80033,70032,60033,9009001,8002,6005,2005,300000
       Short Long Term Debt 
0
0
0
5,300
5,200
2,600
1,800
900
0
0
0
0
0
0
0
0
0
0
0
0
0000000000009001,8002,6005,2005,300000
       Accounts payable 
0
0
0
58,100
55,400
64,800
76,700
60,600
87,500
116,400
125,800
121,100
137,300
155,200
177,100
166,700
173,800
189,300
181,300
204,600
204,600181,300189,300173,800166,700177,100155,200137,300121,100125,800116,40087,50060,60076,70064,80055,40058,100000
       Other Current Liabilities 
0
0
0
60,900
50,900
24,400
26,500
30,100
3,100
3,600
3,700
42,900
95,200
97,300
86,600
80,000
82,500
89,200
110,100
471,400
471,400110,10089,20082,50080,00086,60097,30095,20042,9003,7003,6003,10030,10026,50024,40050,90060,900000
   > Long-term Liabilities 
0
0
0
687,000
754,400
443,700
445,000
1,009,900
1,120,500
1,120,300
1,739,700
1,759,100
1,755,100
1,756,900
1,776,300
1,805,100
1,805,400
1,811,000
1,795,900
1,815,000
1,815,0001,795,9001,811,0001,805,4001,805,1001,776,3001,756,9001,755,1001,759,1001,739,7001,120,3001,120,5001,009,900445,000443,700754,400687,000000
       Long term Debt Total 
0
0
0
0
703,400
0
0
0
0
0
0
1,738,500
1,735,900
1,737,800
1,739,800
1,741,900
1,744,000
1,746,000
1,748,100
0
01,748,1001,746,0001,744,0001,741,9001,739,8001,737,8001,735,9001,738,500000000703,4000000
       Other Liabilities 
0
0
0
0
8,000
6,300
7,300
4,500
4,100
2,700
2,900
2,700
2,600
3,100
20,600
45,100
0
46,500
29,000
0
029,00046,500045,10020,6003,1002,6002,7002,9002,7004,1004,5007,3006,3008,0000000
       Deferred Long Term Liability 
0
0
0
0
28,700
29,300
29,700
30,200
31,300
32,800
34,300
35,100
35,300
36,600
35,200
36,100
0
43,900
48,300
0
048,30043,900036,10035,20036,60035,30035,10034,30032,80031,30030,20029,70029,30028,7000000
> Total Stockholder Equity
0
0
0
-28,900
-35,400
260,100
310,000
459,600
350,600
294,600
298,400
272,800
288,500
183,500
302,500
347,300
391,800
356,500
400,200
653,300
653,300400,200356,500391,800347,300302,500183,500288,500272,800298,400294,600350,600459,600310,000260,100-35,400-28,900000
   Common Stock
0
0
0
300
300
0
0
670,000
0
0
0
8
-18,700
-185,900
8
-185,900
8
8
8
0
0888-185,9008-185,900-18,7008000670,00000300300000
   Retained Earnings Total Equity00000000000000000000
   Accumulated Other Comprehensive Income 
0
0
0
-19,400
-20,800
-22,100
-23,200
0
-36,000
-41,100
0
0
0
-400
-700
8,300
10,400
10,300
6,300
14,100
14,1006,30010,30010,4008,300-700-400000-41,100-36,0000-23,200-22,100-20,800-19,400000
   Capital Surplus 
0
0
0
0
147,900
0
0
0
0
0
0
619,200
659,600
635,500
696,000
702,600
730,200
733,800
748,900
0
0748,900733,800730,200702,600696,000635,500659,600619,200000000147,9000000
   Treasury Stock00000000000000000000
   Other Stockholders Equity 
0
0
0
168,600
168,700
539,800
595,800
738,300
696,500
642,400
614,300
598,100
621,300
606,700
696,000
702,600
730,200
733,800
748,900
985,900
985,900748,900733,800730,200702,600696,000606,700621,300598,100614,300642,400696,500738,300595,800539,800168,700168,600000



Balance Sheet

Currency in USD. All numbers in thousands.




Cash Flow

Currency in USD. All numbers in thousands.




Income Statement

Currency in USD. All numbers in thousands.


Latest Income Statement (annual, 2023-12-31)

Gross Profit (+$)
totalRevenue2,564,800
Cost of Revenue-2,030,800
Gross Profit534,000534,000
 
Operating Income (+$)
Gross Profit534,000
Operating Expense-349,200
Operating Income184,800184,800
 
Operating Expense (+$)
Research Development1,200
Selling General Administrative362,400
Selling And Marketing Expenses15,100
Operating Expense349,200378,700
 
Net Interest Income (+$)
Interest Income31,900
Interest Expense-32,100
Other Finance Cost-100
Net Interest Income-100
 
Pretax Income (+$)
Operating Income184,800
Net Interest Income-100
Other Non-Operating Income Expenses0
Income Before Tax (EBT)119,500250,100
EBIT - interestExpense = 152,700
82,800
118,300
Interest Expense32,100
Earnings Before Interest and Taxes (EBIT)184,800151,600
Earnings Before Interest and Taxes (EBITDA)399,400
 
After tax Income (+$)
Income Before Tax119,500
Tax Provision--1,800
Net Income From Continuing Ops142,200121,300
Net Income86,200
Net Income Applicable To Common Shares0
 
Non-recurring Events
Discontinued Operations0
Extraordinary Items0
Effect of Accounting Charges0
Other Items0
Non Recurring0
Other Operating Expenses2,380,000
Total Other Income/Expenses Net-65,300100
 

Technical Analysis of Shift4
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of Shift4. The general trend of Shift4 is BULLISH with 28.6% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine Shift4's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (28.6%) Bearish trend (-28.6%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of Shift4 Payments Inc.

The long score for the Support & Resistance is 0/1.
The longshort score for the Support & Resistance is -1/(-1 +1).

  • Around resistance: The price is trading arround resistance levels. This can be considered as a potential exit level. -1

The bullish price targets are: 68.00 < 68.78 < 84.90.

The bearish price targets are: 63.47 > 59.95 > 56.73.

Tweet this
Shift4 Payments Inc Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of Shift4 Payments Inc. The current mas is .

The long score for the Moving Averages is 9/14.
The longshort score for the Moving Averages is 4/(-14 +14).

  • MA 20 trending down: The MA 20 is trending down. -1
  • Close < MA 20: The price is below the MA 20. -1
  • MA 20 > MA 50: The MA 20 is higher than the MA 50. +1
  • MA 20 > MA 100: The MA 20 is higher than the MA 100. +1
  • MA 20 > MA 200: The MA 20 is higher than the MA 200. +1
  • MA 50 trending down: The MA 50 is trending down. -1
  • Close < MA 50: The price is below the MA 50. -1
  • MA 50 > MA 100: The MA 50 is higher than the MA 100. +1
  • MA 50 > MA 200: The MA 50 is higher than the MA 200. +1
  • MA 100 trending up: The MA 100 is trending up. +1
  • Close < MA 100: The price is below the MA 100. -1
  • MA 100 > MA 200: The MA 100 is higher than the MA 200. +1
  • MA 200 trending up: The MA 200 is trending up. +1
  • Close > MA 200: The price is above the MA 200. +1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

Shift4 Payments Inc Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of Shift4 Payments Inc. The current macd is -2.86193454.

The long score for the Moving Average Convergence/Divergence (MACD) is 0/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is -4/(-4 +4).

  • MACD line < signal line: The MACD line is below the signal line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the Shift4 price going down in the near term. -2
  • MACD < 0: The MACD is below the zero line (centerline), it indicates a bearish signal for Shift4. This means that the short-term moving average is lower than the long-term moving average, signaling negative momentum and suggesting a higher likelihood of the Shift4 price continuing to fall in the near future. It indicates that sellers are gaining control, and there is negativism in the market, leading to potential price decreases. -1
  • Trending down: The MACD line is trending down. This indicates that the short-term moving average is falling faster than the long-term moving average, suggesting negative momentum in the market. This signals that sellers are becoming more active and insecure, leading to potential price decreases as traders anticipate further losses and are willing to sell at lower prices. -1
Shift4 Payments Inc Daily Moving Average Convergence/Divergence (MACD) ChartShift4 Payments Inc Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of Shift4 Payments Inc. The current adx is 22.29.

The long score for the Directional Movement Index (DMI) is 0/7.
The longshort score for the Directional Movement Index (DMI) is -2/(-7 +7).

  • PLUS_ID < MINUS_DI: The +DI line is below the -DI line. This indicates a bearish signal in the market, as the negative directional movement is currently stronger than the positive directional movement, showing that sellers have the upper hand. Market psychology suggests that traders are pessimistic, expecting further price decreases, and are more willing to sell Shift4 shares, leading to potential downward momentum in its price. -1
  • PLUS_ID < MINUS_DI && ADX < 25 && ADX trending up: The ADX is below 25 and indicates a weak or no trend. However, the ADX is rising and a new bearish trend could be forming. -1
Shift4 Payments Inc Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of Shift4 Payments Inc. The current sar is 78.95.

The long score for the Parabolic SAR is 0/1.
The longshort score for the Parabolic SAR is -1/(-1 +1).

  • Close < SAR: The price is below the SAR. It's generally considered a bearish signal. -1
Shift4 Payments Inc Daily Parabolic SAR Chart

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of Shift4 Payments Inc. The current rsi is 34.33. The current phase is Correction in bull market.

The long score for the Relative Strength Index (RSI) is 1/13.
The longshort score for the Relative Strength Index (RSI) is -2/(-13 +13).

  • Correction in bull market: Moderate price decline, potential pause in the uptrend. Reassess the market, wait for signs of stabilization.
  • Trending up: The RSI is trending up. +1
Shift4 Payments Inc Daily Relative Strength Index (RSI) ChartShift4 Payments Inc Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of Shift4 Payments Inc. The current phase is Oversold in bull market.

The long score for the Stochastic Oscillator is 3/6.
The longshort score for the Stochastic Oscillator is 0/(-6 +6).

  • STOCH < 50: The STOCH %K is below 50. There are more sellers than buyers. -1
  • STOCH < 20: The STOCH %K is below 20 and oversold. -2
  • STOCH %K line > STOCH %D line: The STOCH %K line is above the STOCH %D line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Shift4 price going up in the near term. +2
  • Trending up: The STOCH %K is trending up. +1
Shift4 Payments Inc Daily Stochastic Oscillator ChartShift4 Payments Inc Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of Shift4 Payments Inc. The current cci is -112.86426869.

The long score for the Commodity Channel Index (CCI) is 0/1.
The longshort score for the Commodity Channel Index (CCI) is -1/(-1 +1).

  • CCI < -100: The CCI is below -100, it indicates that the price is significantly below its average, suggesting a potential oversold condition. -1
Shift4 Payments Inc Daily Commodity Channel Index (CCI) ChartShift4 Payments Inc Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of Shift4 Payments Inc. The current cmo is -42.33532163.

The long score for the Chande Momentum Oscillator (CMO) is 0/1.
The longshort score for the Chande Momentum Oscillator (CMO) is -1/(-1 +1).

  • CMO < 0: The CMO is below 0, the momentum of the price is negative, indicating a potential downtrend in the price. -1
Shift4 Payments Inc Daily Chande Momentum Oscillator (CMO) ChartShift4 Payments Inc Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of Shift4 Payments Inc. The current willr is -94.90922288.

The long score for the Williams %R is 0/1.
The longshort score for the Williams %R is -1/(-1 +1).

  • WILLR < -80: The Williams %R is below -80. This indicates that the price is in oversold territory, suggesting a potential price correction or trend reversal to the upside. -1
Shift4 Payments Inc Daily Williams %R ChartShift4 Payments Inc Daily Williams %R Chart

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of Shift4 Payments Inc.

Shift4 Payments Inc Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of Shift4 Payments Inc. The current atr is 3.71704904.

Shift4 Payments Inc Daily Average True Range (ATR) ChartShift4 Payments Inc Daily Average True Range (ATR) Chart

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of Shift4 Payments Inc. The current obv is -10,347,925.

Shift4 Payments Inc Daily On-Balance Volume (OBV) ChartShift4 Payments Inc Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of Shift4 Payments Inc. The current mfi is 20.62.

The long score for the Money Flow Index (MFI) is 0/2.
The longshort score for the Money Flow Index (MFI) is -1/(-2 +2).

  • MFI < 50: -1
Shift4 Payments Inc Daily Money Flow Index (MFI) ChartShift4 Payments Inc Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Shift4 Payments Inc.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2023-11-06DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2023-11-07STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-08DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-11-09CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2023-11-10BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2023-11-14ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2023-11-15STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-17STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-21STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-24STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-29STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-30MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2023-12-01STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-04STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-05RSI SHORT ENTRY LONG CLOSE70 crossover to downside
2023-12-06MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2023-12-08STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-11SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2023-12-14STOCH LONG EXITThe %K line crosses below the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2023-12-15MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-18WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-19STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-20STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-26STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-28MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-29STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-02RSI SHORT ENTRY LONG CLOSE70 crossover to downside
2024-01-03SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-01-04MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-01-08STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-01-10STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-11SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-01-12STOCH LONG EXITThe %K line crosses below the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-01-19STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-22CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-01-23STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-25CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-01-26STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-01-29CCI LONG ENTRY SHORT CLOSE100 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-01-30STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-31SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-01STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-02-05STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-02-06CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-02-07STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-09MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-02-13STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-15STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-02-20STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-21MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-23STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-26STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-02-27STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-02-28MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-02-29STOCH LONG EXITThe %K line crosses below the %D line.
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-03-01MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-03-06STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-11CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-03-12STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-13CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-03-14MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2024-03-18CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-03-20STOCH SHORT EXITThe %K line crosses above the %D line.
MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2024-03-21MFI LONG ENTRY SHORT CLOSE20 crossover to upside
2024-03-22STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-03-28STOCH SHORT EXITThe %K line crosses above the %D line.

6.3. Candlestick Patterns

Shift4 Payments Inc Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Shift4 Payments Inc based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5034.333
Ma 20Greater thanMa 5075.814
Ma 50Greater thanMa 10075.763
Ma 100Greater thanMa 20071.428
OpenGreater thanClose65.930
Total3/5 (60.0%)
Penke

Good job! You gained 25 XP and 0   0   10 . What's next:

  • Share my analysis of Shift4 with someone you think should read this too:
  • Are you bullish or bearish on Shift4? Let me know what you think in the comments.
  • Do you want an email if I find something interesting about Shift4? Add an email alert using the form below.
  • Join the community if you want to keep your earnings and track your progress: Join the community
  • Is this analysis useful to you? Support me via But Me a Coffee. I'll analyze the stock market faster for you!

Get notifications about Shift4 Payments Inc

I send you an email if I find something interesting about Shift4 Payments Inc.


Comments

How you think about this?

Leave a comment

Stay informed about Shift4 Payments Inc.

Receive notifications about Shift4 Payments Inc in your mailbox!