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Shift4 Payments (FOUR) Competitors

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$87.52 +0.59 (+0.68%)
Closing price 09/12/2025 03:59 PM Eastern
Extended Trading
$87.60 +0.09 (+0.10%)
As of 09/12/2025 07:58 PM Eastern
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FOUR vs. AER, TOST, CPAY, GIB, RBA, Z, GRAB, ZG, KSPI, and GFL

Should you be buying Shift4 Payments stock or one of its competitors? The main competitors of Shift4 Payments include Aercap (AER), Toast (TOST), Corpay (CPAY), CGI Group (GIB), RB Global (RBA), Zillow Group (Z), Grab (GRAB), Zillow Group (ZG), Joint Stock Company Kaspi.kz (KSPI), and GFL Environmental (GFL). These companies are all part of the "business services" industry.

Shift4 Payments vs. Its Competitors

Aercap (NYSE:AER) and Shift4 Payments (NYSE:FOUR) are both business services companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional ownership, earnings, risk, profitability, valuation, analyst recommendations, media sentiment and dividends.

Aercap has a beta of 1.45, suggesting that its stock price is 45% more volatile than the S&P 500. Comparatively, Shift4 Payments has a beta of 1.72, suggesting that its stock price is 72% more volatile than the S&P 500.

In the previous week, Aercap had 6 more articles in the media than Shift4 Payments. MarketBeat recorded 14 mentions for Aercap and 8 mentions for Shift4 Payments. Aercap's average media sentiment score of 1.14 beat Shift4 Payments' score of 1.10 indicating that Aercap is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Aercap
11 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Shift4 Payments
5 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

96.4% of Aercap shares are owned by institutional investors. Comparatively, 98.9% of Shift4 Payments shares are owned by institutional investors. 0.5% of Aercap shares are owned by insiders. Comparatively, 25.2% of Shift4 Payments shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Aercap currently has a consensus price target of $122.57, indicating a potential upside of 0.30%. Shift4 Payments has a consensus price target of $115.21, indicating a potential upside of 31.64%. Given Shift4 Payments' stronger consensus rating and higher probable upside, analysts plainly believe Shift4 Payments is more favorable than Aercap.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Aercap
1 Sell rating(s)
1 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.63
Shift4 Payments
0 Sell rating(s)
5 Hold rating(s)
14 Buy rating(s)
2 Strong Buy rating(s)
2.86

Aercap has higher revenue and earnings than Shift4 Payments. Aercap is trading at a lower price-to-earnings ratio than Shift4 Payments, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Aercap$8.00B2.85$2.10B$16.087.60
Shift4 Payments$3.33B2.32$229.60M$2.7032.41

Aercap has a net margin of 36.93% compared to Shift4 Payments' net margin of 6.11%. Shift4 Payments' return on equity of 37.05% beat Aercap's return on equity.

Company Net Margins Return on Equity Return on Assets
Aercap36.93% 13.13% 3.11%
Shift4 Payments 6.11%37.05%6.88%

Summary

Shift4 Payments beats Aercap on 10 of the 17 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding FOUR and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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FOUR vs. The Competition

MetricShift4 PaymentsFinancial Transaction Services IndustryBusiness SectorNYSE Exchange
Market Cap$7.73B$33.25B$26.52B$21.54B
Dividend YieldN/A2.22%2.73%3.50%
P/E Ratio32.4139.9727.1929.75
Price / Sales2.3216.29818.8452.73
Price / Cash12.7318.1625.8718.13
Price / Book7.667.237.794.63
Net Income$229.60M$1.12B$199.52M$999.94M
7 Day Performance-0.06%3.33%10.05%0.68%
1 Month Performance-1.80%4.44%20.10%4.02%
1 Year Performance5.55%28.62%51.70%16.39%

Shift4 Payments Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FOUR
Shift4 Payments
4.6164 of 5 stars
$87.52
+0.7%
$115.21
+31.6%
+5.6%$7.73B$3.33B32.414,000
AER
Aercap
2.4328 of 5 stars
$123.62
-0.1%
$122.57
-0.9%
+30.3%$23.09B$8.00B7.69740Positive News
Short Interest ↑
TOST
Toast
3.8363 of 5 stars
$45.16
+0.5%
$45.54
+0.8%
+52.7%$23.03B$5.53B132.835,700News Coverage
Positive News
Analyst Upgrade
Short Interest ↓
CPAY
Corpay
4.2948 of 5 stars
$325.64
+0.1%
$399.43
+22.7%
0.0%$22.99B$4.17B22.1211,200News Coverage
Positive News
GIB
CGI Group
4.1703 of 5 stars
$97.13
+0.7%
$148.25
+52.6%
-19.2%$21.65B$10.79B17.9590,250Positive News
RBA
RB Global
4.2615 of 5 stars
$114.57
-0.1%
$124.33
+8.5%
+37.7%$21.26B$4.28B56.727,800News Coverage
Positive News
Z
Zillow Group
1.9088 of 5 stars
$84.31
-1.2%
$88.29
+4.7%
+46.9%$20.43B$2.24B-324.275,720News Coverage
Positive News
Insider Trade
GRAB
Grab
1.8119 of 5 stars
$4.99
+0.4%
$5.82
+16.6%
+72.9%$20.09B$2.80B124.7811,267Options Volume
ZG
Zillow Group
3.8321 of 5 stars
$81.48
-1.2%
$85.62
+5.1%
+45.8%$19.74B$2.24B-313.386,856News Coverage
Positive News
Analyst Forecast
Insider Trade
KSPI
Joint Stock Company Kaspi.kz
4.4052 of 5 stars
$93.96
+1.0%
$122.00
+29.8%
-31.9%$18.75B$3.16T8.629,637News Coverage
Positive News
GFL
GFL Environmental
4.6429 of 5 stars
$50.07
+1.5%
$57.86
+15.6%
+17.9%$18.19B$8.08B7.8820,000Positive News

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This page (NYSE:FOUR) was last updated on 9/14/2025 by MarketBeat.com Staff
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