Botfet / Company detail
FOUR
universeShift4 Payments, Inc.
AI/compute
Moat score48out of 100
The numbers
Financial metrics
Roic3.6%
Gross Margin34.2%
Revenue Cagr32.2%
Fcf Conversion419.3%
Fcf Yield13.1%
Interest Coverage4.3x
Market Cap B$3.8B
Pe61.1
Quality PassPass
Founder LedNo
Thesis AlignedYes
Moat Quant48
Why it may endure
Moat breakdown
Market Share Stability6
Network Effects16
Pricing Power8
Regulatory Moat6
Switching Costs12
Conviction0/10
Leadership0/10
Vision0/10