Top 10 Stocks to Buy According to Durable Capital Partners

6. Shift4 Payments, Inc. (NYSE:FOUR)

Number of Hedge Fund Holders as of Q4: 38

Durable Capital Partners’ Equity Stake: $532.48 Million 

Shift4 Payments, Inc. (NYSE:FOUR) is a payment processing company headquartered in Allentown, Pennsylvania. Founded in 1999 by Jared Isaacman when he was just 16 years old, the company has expanded to serve over 200,000 businesses across industries such as retail, hospitality, leisure, and restaurants. The company specializes in innovative commerce solutions, offering both mobile payment software and hardware to streamline transactions for its clients.

On February 18, 2025, Shift4 Payments, Inc. (NYSE:FOUR) reported its fourth-quarter earnings for 2024, delivering results that exceeded market expectations. The company posted earnings per share (EPS) of $1.35, surpassing analysts’ estimates of $1.13. Revenue for the quarter reached $887 million, significantly outpacing the projected $406.93 million. Despite this strong performance, the company’s stock experienced an 8.87% drop in aftermarket trading, falling to $114.51 from its previous close of $121.28.

CEO Jared Isaacman emphasized Shift4’s dominance in key industries, stating that the company leads in hospitality, sports, and entertainment while ranking second in the restaurant sector. Additionally, President Carolyn Lauber highlighted the strategic significance of the Global Blue acquisition, describing it as a market-leading payment platform with a vast network of luxury brand partners worldwide. With a strong liquidity position and a current ratio of 2.98, Shift4 Payments, Inc. (NYSE:FOUR) is well-positioned to continue its growth trajectory, though market dynamics will play a crucial role in shaping its future performance.

Investors who acquired shares of Shift4 Payments, Inc. (NYSE:FOUR) over the past year are likely unfazed by the stock’s recent decline. Despite the downturn, the $11.3 million worth of shares purchased by insiders has appreciated significantly, now valued at $17.5 million. This increase indicates a strong return on their investment, reinforcing confidence in the company’s long-term potential. Shift4 Payments demonstrates strong growth potential, as evidenced by its impressive Q4 2024 earnings, which surpassed expectations, making it a good stock to buy.