COMP <GO>
FOUR vs V // RETURN ON INVESTED CAPITAL (ROIC)
Shift4 Payments Inc. (Class A) (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: FOUR 4
— V 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: V
LAST: $39.25 (+2.96%) • MKT CAP: $3.10B
roic
5.50%
LAST: $410.54 (+2.48%) • MKT CAP: $733.53B
roic
32.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FOUR VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FOUR | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.50% | 32.30% | -26.80 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.6x | 28.9x | -10.30 | FOUR | /valuation <GO> |
| Free Cash Flow Yield | 20.13% | 2.90% | +17.23 | FOUR | /fcf-yield <GO> |
| Operating Margin | 8.40% | 60.00% | -51.60 | V | /operating-margins <GO> |
| Net Profit Margin | 3.50% | 50.10% | -46.60 | V | /net-margins <GO> |
| Revenue Growth (YoY) | 25.50% | 11.30% | +14.20 | FOUR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.63% | -0.63 | V | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.93 | 9.09 | -8.16 | V | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 9/9 | -3.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.8 | 65.6 | -12.77 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.06 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.7x | 34.0x | -16.30 | FOUR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.10B | $733.53B | -$730.44B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FOUR REV | V REV | FOUR GROSS % | V GROSS % | FOUR FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.18B | $40.00B | — | — | $624.0M | $21.26B |
| FY 2024 | $3.33B | $35.93B | — | — | $493.0M | $18.33B |
| FY 2023 | $2.56B | $32.65B | — | — | $346.0M | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FOUR // BETA —
V // BETA 1.06