Shift4: Deal's Off. Here's What's Next

Bashar Issa
6.28K Followers

Summary

  • Shift4's is on a fast track, with revenue and EPS making leaps.
  • Despite its growth, Shift4's stock price looks undervalued.
  • Shift4 is a good buy regardless of the CEO's decision to look for a buyout, as it is a solid company with a low valuation and strong fundamentals.

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Investment Thesis

Normally, companies get hammered when they miss Wall Street estimates. This wasn't the case for Shift4 (NYSE:FOUR) when it released Q4 and FY 2023 results last month. Not only did the market

This article was written by

6.28K Followers
Bashar is a contributing writer at Seeking Alpha, focusing on Long/Short investment ideas, with a geographic focus in North America. Before that, Bashar worked at an Investment Fund in the United Kingdom. He has a Master's degree in Finance from the Queen Mary University of London and a Bachelor's degree in Economics from Middlesex University.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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