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FOUR vs LASR

FOUR
Shift4 Payments, Inc.
BEARISH
Price
$45.29
Market Cap
$3.73B
Sector
Technology
AI Confidence
85%
LASR
nLIGHT, Inc.
BEARISH
Price
$65.37
Market Cap
$3.65B
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
FOUR
41.94
LASR
--
Forward P/E
FOUR
6.79
LASR
131.03
P/B Ratio
FOUR
6.26
LASR
14.75
P/S Ratio
FOUR
0.89
LASR
13.96
EV/EBITDA
FOUR
11.25
LASR
-356.93

Profitability

Gross Margin
FOUR
34.16%
LASR
29.83%
Operating Margin
FOUR
10.52%
LASR
-5.9%
Profit Margin
FOUR
2.85%
LASR
-8.98%
ROE
FOUR
9.88%
LASR
-10.59%
ROA
FOUR
3.49%
LASR
-5.17%

Growth

Revenue Growth
FOUR
33.9%
LASR
71.3%
Earnings Growth
FOUR
-72.2%
LASR
--

Financial Health

Debt/Equity
FOUR
2.36
LASR
0.16
Current Ratio
FOUR
1.66
LASR
3.79
Quick Ratio
FOUR
1.3
LASR
2.97

Dividends

Dividend Yield
FOUR
--
LASR
--
Payout Ratio
FOUR
0.0%
LASR
0.0%

AI Verdict

FOUR BEARISH

Shift4 Payments (FOUR) presents a high-risk profile characterized by a mediocre Piotroski F-Score of 4/9 and a severe disconnect between current price ($45.29) and deterministic fair values (Graham: $13.26, Intrinsic: $7.56). While revenue growth remains robust at 33.9%, the company is suffering from a collapse in earnings (-72.2% YoY) and a consistent failure to meet analyst expectations (0/4 beats in the last 4 quarters). The combination of high debt/equity (2.36), bearish insider selling by the CEO, and a crashing technical trend suggests significant fundamental instability despite a low PEG ratio.

Strengths
Strong top-line revenue growth (33.9% YoY)
Attractive PEG ratio (0.32) suggesting growth is undervalued if earnings recover
Low Price-to-Sales ratio (0.89) relative to tech sector peers
Risks
Severe earnings contraction (-72.2% YoY) and negative Q/Q earnings growth
Consistent earnings misses (Average surprise of -28.03% over last 4 quarters)
High leverage with Debt/Equity at 2.36 and explicit 10-K risks regarding debt covenant compliance
LASR BEARISH

LASR exhibits a severe disconnect between its parabolic price action (+831% 1Y) and its fundamental health, highlighted by a weak Piotroski F-Score of 2/9. While revenue growth is explosive at 71.3%, the company remains unprofitable with negative margins and an extreme Forward P/E of 131.03. The combination of a bearish technical trend (10/100) and aggressive insider selling by the CEO and CFO suggests the stock is currently priced for perfection and is highly vulnerable to a correction.

Strengths
Exceptional YoY revenue growth of 71.30%
Strong short-term liquidity with a Current Ratio of 3.79
Very low leverage with a Debt/Equity ratio of 0.16
Risks
Extreme valuation metrics (Price/Sales of 13.96 and Price/Book of 14.75)
Poor financial health as indicated by a Piotroski F-Score of 2/9
Negative net profit margins (-8.98%) and ROE (-10.59%)

Compare Another Pair

FOUR vs LASR: Head-to-Head Comparison

This page compares Shift4 Payments, Inc. (FOUR) and nLIGHT, Inc. (LASR) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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