Shift4 Payments, Inc. (FOUR) vs Wix.com Ltd. (WIX)

Shift4 Payments, Inc. and Wix.com Ltd. are both Software Infrastructure companies. Shift4 Payments, Inc. and Wix.com Ltd. are of similar size ($3.2B and $3.0B). Wix.com Ltd. has negative trailing earnings, so its P/E is not meaningful; Shift4 Payments, Inc. trades at 61.0×. Shift4 Payments, Inc. grew revenue faster over the last twelve months: 32.4% against 14.2%. Shift4 Payments, Inc. has the higher net margin (0.92% vs −8.19%) and the higher return on invested capital (4.12% vs 0.00%). Across the 18 metrics below, Shift4 Payments, Inc. leads on 9 and Wix.com Ltd. on 9.

Valuation

Metric FOUR WIX Software Infrastructure median
P/E 61.03 n/m 28.02
P/S 1.27 1.49 3.07
P/B 3.51 n/m 3.36
Price to free cash flow 19.60 7.81 17.12
EV/EBITDA 10.89 n/m 14.91
EV/Sales 2.14 1.80 3.03
Earnings yield 1.64% (4.78%) 0.13%
Free cash flow yield 5.10% 12.81% 1.15%

Profitability

Metric FOUR WIX Software Infrastructure median
Gross margin 35.91% 66.64% 61.23%
Operating margin 8.11% (9.77%) 0.00%
Net margin 0.92% (8.19%) 0.00%
Free cash flow margin 6.50% 19.30% 1.67%
Return on equity 3.20% 18.79% 0.59%
Return on assets 0.56% (9.08%) 0.00%
Return on invested capital 4.12% 0.00% 0.00%

Growth

Metric FOUR WIX Software Infrastructure median
Revenue growth (TTM) 32.44% 14.18% 13.41%
EPS growth (last fiscal year) (64.36%) (62.71%) —
Revenue growth, 5-year CAGR 40.37% 15.15% 15.81%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric FOUR WIX Software Infrastructure median
Debt to equity 2.60 (0.94) 0.06
Current ratio 1.21 0.61 1.55
Net debt to EBITDA 4.44 (1.63) 0.08

Dividend

Metric FOUR WIX Software Infrastructure median
Dividend yield — — 1.53%
Payout ratio 0.00 0.00 0.00

Size

Metric FOUR WIX Software Infrastructure median
Market cap 3.04b 3.21b 835.96m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack