Should I Buy Shift 4 (FOUR)? — Finance YouTuber Analysis

The YouTuber argues Shift 4 is 'ridiculously cheap,' trading at approximately 6.5 times 2026 free cash flow expectations, despite strong double-digit growth and significant share buybacks. The founder's continued open-market purchases further indicate undervaluation, though the YouTuber acknowledges concerns about the business's moat.

“This business is now trading for under seven times 2026 free cash flow expectations while also continuing to grow by doubledigit growth rates.” — ▶ Watch clip

The YouTuber is considering selling Shift4, despite believing it's undervalued, because the market is not rewarding it, momentum is lacking, and guidance doesn't inspire confidence. He prefers to reallocate capital to companies with better momentum and clearer growth trajectories, even if it means taking a 46% loss.

“if I have to decide on whether I'd like to buy maybe more Axon, more new, more Uber or Netflix and sell shift 4, then yes, I would say, you know what, I'm taking a hit here, 46%.” — ▶ 5:20