Shift4 Payments, Inc. (FOUR) vs Paymentus Holdings, Inc. (PAY)
Shift4 Payments, Inc. and Paymentus Holdings, Inc. are both Software Infrastructure companies. Paymentus Holdings, Inc. is the larger, with a market value of $3.9B against $3.0B — 1.3× the size. Paymentus Holdings, Inc. trades at the lower P/E: 45.0× against 61.0×. Shift4 Payments, Inc. grew revenue faster over the last twelve months: 32.4% against 30.2%. Paymentus Holdings, Inc. has the higher net margin (6.24% vs 0.92%) and the higher return on invested capital (27.6% vs 4.12%). Across the 22 metrics below, Paymentus Holdings, Inc. leads on 12 and Shift4 Payments, Inc. on 10.
Valuation
Profitability
| Metric | FOUR | PAY | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 35.91% | 24.95% | 61.23% |
| Operating margin | 8.11% | 7.58% | 0.00% |
| Net margin | 0.92% | 6.24% | 0.00% |
| Free cash flow margin | 6.50% | 8.92% | 1.67% |
| Return on equity | 3.20% | 15.02% | 0.59% |
| Return on assets | 0.56% | 12.71% | 0.00% |
| Return on invested capital | 4.12% | 27.57% | 0.00% |
Growth
Health
Dividend
Size
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