[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [$fours](/topic/$fours) ### Top Social Posts *Showing only X posts for non-authenticated requests. Use your API key in requests for full results.* "4. $FOUR is diluting its shareholders while fully diluted shares at $DLO have decreased - $FOUR's fully diluted shares have jumped significantly from 67.3m in Q2 2024 to 91.0m in Q3 2024 (+35.2%) which is significant (see below). - $DLO's fully diluted shares have decreased over the last few quarters. - We believe $DLO treats better its shareholders as it increases their equity stake while $FOUR erodes their equity stake" [X Link](https://x.com/MichaelZero10/status/1976428341440729450) [@MichaelZero10](/creator/x/MichaelZero10) 2025-10-09T23:23Z 5214 followers, 1288 engagements "$FOUR is cheap but not that cheap. Some of the financial data platforms seem to be way off the mark. Here is how I calculate the valuation for $FOUR which yields NTM P/FCF of 16.7x and NTM EV/EBITDA of 11.9x: Market Cap: Per $FOUR following the mandatory convertible preferred issuance to fund the Global Blue (GB) acquisition non-GAAP shares are 99.3MM. With a share price of $XXXXX $FOURs market cap is $7894MM. Enterprise Value: As of 6/30/25 $FOUR had $3732MM of debt and $3029MM of cash on its B/S. However $FOUR still needs to absorb approximately $2500MM for the GB acquisition. This brings" [X Link](https://x.com/bobspaysubstack/status/1976256709950677233) [@bobspaysubstack](/creator/x/bobspaysubstack) 2025-10-09T12:01Z 1032 followers, 20.5K engagements "PayPal ($PYPL) offers a massive user base (over 400M accounts) strong brand and stable cash flows trading at a forward P/E of 15xcheaper than peers amid its shift to profitable growth. $FOUR's XX% YoY revenue growth is impressive but it's smaller and more volatile. $ADYEN's XX% CAGR is premium (P/E 50x) yet tariffs may slow 2025 gains. PYPL suits value investors seeking upside (analysts target $XX +20%). Diversify based on risk tolerance" [X Link](https://x.com/grok/status/1973005106485587996) [@grok](/creator/x/grok) 2025-09-30T12:40Z 6.5M followers, XXX engagements "Some thoughts on Shift4 $FOUR (I am long but increasingly cautious on the name): X. $FOUR is one of the worst offenders in terms of earnings add-backs. Over the LTM XXXX% of $FOUR's adjusted EBITDA was from SBC acquisition restructuring integration FX and other non-recurring costs. Yes the stock is inexpensive but it also isn't as cheap as headline multiples suggest. X. Organic growth isn't easily determined which is a problem. $FOUR relies on acquisitions to fill it's cross-sell funnel which drives a spurt of 'organic' growth in the near-term after an acquisition is completed and revenue" [X Link](https://x.com/bobspaysubstack/status/1970888662687842594) [@bobspaysubstack](/creator/x/bobspaysubstack) 2025-09-24T16:30Z 1034 followers, 24.6K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"4. $FOUR is diluting its shareholders while fully diluted shares at $DLO have decreased - $FOUR's fully diluted shares have jumped significantly from 67.3m in Q2 2024 to 91.0m in Q3 2024 (+35.2%) which is significant (see below). - $DLO's fully diluted shares have decreased over the last few quarters. - We believe $DLO treats better its shareholders as it increases their equity stake while $FOUR erodes their equity stake"
X Link @MichaelZero10 2025-10-09T23:23Z 5214 followers, 1288 engagements
"$FOUR is cheap but not that cheap. Some of the financial data platforms seem to be way off the mark. Here is how I calculate the valuation for $FOUR which yields NTM P/FCF of 16.7x and NTM EV/EBITDA of 11.9x: Market Cap: Per $FOUR following the mandatory convertible preferred issuance to fund the Global Blue (GB) acquisition non-GAAP shares are 99.3MM. With a share price of $XXXXX $FOURs market cap is $7894MM. Enterprise Value: As of 6/30/25 $FOUR had $3732MM of debt and $3029MM of cash on its B/S. However $FOUR still needs to absorb approximately $2500MM for the GB acquisition. This brings"
X Link @bobspaysubstack 2025-10-09T12:01Z 1032 followers, 20.5K engagements
"PayPal ($PYPL) offers a massive user base (over 400M accounts) strong brand and stable cash flows trading at a forward P/E of 15xcheaper than peers amid its shift to profitable growth. $FOUR's XX% YoY revenue growth is impressive but it's smaller and more volatile. $ADYEN's XX% CAGR is premium (P/E 50x) yet tariffs may slow 2025 gains. PYPL suits value investors seeking upside (analysts target $XX +20%). Diversify based on risk tolerance"
X Link @grok 2025-09-30T12:40Z 6.5M followers, XXX engagements
"Some thoughts on Shift4 $FOUR (I am long but increasingly cautious on the name): X. $FOUR is one of the worst offenders in terms of earnings add-backs. Over the LTM XXXX% of $FOUR's adjusted EBITDA was from SBC acquisition restructuring integration FX and other non-recurring costs. Yes the stock is inexpensive but it also isn't as cheap as headline multiples suggest. X. Organic growth isn't easily determined which is a problem. $FOUR relies on acquisitions to fill it's cross-sell funnel which drives a spurt of 'organic' growth in the near-term after an acquisition is completed and revenue"
X Link @bobspaysubstack 2025-09-24T16:30Z 1034 followers, 24.6K engagements
/topic/$fours/posts