Shift4 Payments vs WEX
FOUR and WEX side by side, both in miscellaneous business services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How FOUR and WEX compare
WEX is the larger company, worth 1.7 times as much as Shift4 Payments ($6.0B against $3.4B).
Shift4 Payments grew revenue faster over the last twelve months (27.0% versus 9.7% for WEX).
WEX keeps more of each dollar of sales as profit, with a net margin of 14.0% compared with 2.3% at Shift4 Payments.
WEX scores higher on the StockData Score (13 against 8 for Shift4 Payments), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | FOUR | WEX |
|---|---|---|
| Size and price | ||
| Market cap | $3.4B | $6.0B |
| Share price | $43.56 | $182.29 |
| Change, 1 year | −38.6% | 24.3% |
| Change, 5 years | −25.3% | 33.9% |
| Beta (5Y) | 1.53 | 1.03 |
| Employees | 6,300 | 6,600 |
| StockData Score | ||
| Total score | 8 | 13 (better) |
| Valuation score | 3 | 5 (better) |
| Growth score | 3 | 3 |
| Performance score | 1 | 4 (better) |
| Health score | 1 | 1 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | – | 15.7× |
| P/S | 0.7× (better) | 2.1× |
| P/B | 2.4× (better) | 5.2× |
| EV/EBITDA | 8.3× | 5.9× (better) |
| P/FCF | 5.5× | – |
| PEG | – | 0.67 |
| FCF yield | 18.1% (better) | −5.2% |
| Fair value | $97.30 | $314.10 |
| Margin of safety | 55.2% (better) | 42.0% |
| Growth | ||
| Revenue growth (TTM) | 27.0% (better) | 9.7% |
| Revenue growth, 5Y average | 40.4% (better) | 11.3% |
| Net income growth (TTM) | −41.1% | 42.6% (better) |
| EPS growth (TTM) | – | 51.3% |
| Profitability | ||
| Gross margin | 35.5% | 60.4% (better) |
| Operating margin | 8.2% | 26.6% (better) |
| Net margin | 2.3% | 14.0% (better) |
| FCF margin | 12.7% (better) | −10.8% |
| Return on equity | 7.4% | 35.6% (better) |
| Return on invested capital | 6.3% | 46.4% (better) |
| Financial health | ||
| Debt / equity | 3.77 (better) | 4.62 |
| Net debt / EBITDA | 4.51 | 0.05 (better) |
| Interest coverage | 1.5× | – |
| Current ratio | 1.23 (better) | 1.03 |
| Altman Z-score | 0.89 (better) | 0.83 |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Buyback yield | 23.7% (better) | 4.5% |
| Shareholder yield | 23.7% (better) | 4.5% |
| Ownership | ||
| Held by institutions | 87.5% | 121% |
| Held by insiders | 30.3% | 11.1% |
| Insider net buying, 12 months | $32.4M (better) | −$53.6M |
| Superinvestors holding | 2 | – |
| Short interest, % of float | 25.4% | 9.2% |
Go deeper
- FOUR stock overview
- FOUR income statement
- FOUR valuation and score
- WEX stock overview
- WEX income statement
- WEX valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.