FOUR's revenue growth
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FOUR's free cash flow will increase to $180-220M annually by end of 2024, representing 18-22% of revenue, as RPS growth translates to improved working capital efficiency and reduced capital intensity
FOUR's transaction volume growth will accelerate to 28-32% YoY in Q3 2024, driven by the demonstrated 122% RPS growth momentum and expanding merchant base in higher-volume verticals
FOUR's operating leverage will drive net income growth to exceed 35% YoY in Q4 2024, outpacing the 25% revenue growth rate due to improved cost absorption from the 122% RPS expansion over three years
FOUR's gross margin will expand to 45-47% by Q2 2024, reflecting the 122% RPS growth trend and operational efficiencies from higher payment volumes and reduced per-transaction costs.
Revenue Per Share (RPS) for FOUR will reach $0.85-$0.95 by end of Q4 2024, representing continued 15-20% YoY growth from current run rate, supported by scale benefits and operating leverage.
Shift4 Payments (FOUR) will maintain revenue growth momentum with YoY revenue growth exceeding 25% in Q3 2024, driven by continued expansion in payment processing volume and merchant acquisition.