I'm still a little cautious on the debt. Maturities are out a bit and they have cash on hand for the full buyback, but that will put them close or above their 3.75x ceiling.
That recovry from Block's earnings impact was intresting to watch. Shift4's ability to bounc back so quickly shows som resiliance in the investor base. The valuation staying compressed could be a goo entry point if they keep executing on these fundamentls.
I'm still a little cautious on the debt. Maturities are out a bit and they have cash on hand for the full buyback, but that will put them close or above their 3.75x ceiling.
That recovry from Block's earnings impact was intresting to watch. Shift4's ability to bounc back so quickly shows som resiliance in the investor base. The valuation staying compressed could be a goo entry point if they keep executing on these fundamentls.