Financial PerformanceFOUR's 6% FY25E FCF Yield is Very Attractive for the 20% Organic Growth Model.
Growth PotentialShift4 Payments remains one of the most diverse and innovative companies in all of fintech and payments with exposure to restaurants, hotels, stadiums, and e-commerce.
Leadership StabilityIsaacman reiterated his intention to continue serving as CEO during what could be a reasonably long confirmation process and has high confidence in the Shift4 leadership team.