Shift4 Payments, Inc. (FOUR) vs Itron, Inc. (ITRI)
A side-by-side comparison of Shift4 Payments, Inc. and Itron, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 4, 2026. Differences are shown without an overall score or investment verdict.
FOUR
Shift4 Payments, Inc.
$36.17TechnologyDelayed quote: Oct 2, 2026, 4:00 PM EDT
ITRI
Itron, Inc.
$86.51TechnologyDelayed quote: Oct 2, 2026, 4:00 PM EDT
Total return — FOUR vs ITRI
growth of $100 · dividends reinvested · last 6yFOUR +7.8% (+1.3%/yr)ITRI +27.1% (+4.1%/yr)ITRI compounded faster over this window
FOUR ITRI
FOUR vs ITRI: by the numbers
- •ITRI is the larger company ($3.79B vs $3.29B market cap).
- •ITRI converts more revenue to profit (11.90% vs 1.88% net margin).
- •FOUR grew revenue faster over the past five years (36.32% vs 2.12% CAGR).
Metrics side by side
Valuation
| Metric | FOUR | ITRI |
|---|---|---|
| P/E ratio | N/A | 14.44 |
| Forward P/E | 5.69 | 13.47 |
| P/S ratio | 0.69 | 1.64 |
| P/B ratio | 5.37 | 2.34 |
| EV / EBITDA | 8.15 | 8.69 |
| FCF yield | N/A | 10.12% |
Profitability
| Metric | FOUR | ITRI |
|---|---|---|
| Gross margin | 35.91% | 39.87% |
| Operating margin | 8.11% | 13.22% |
| Net margin | 1.88% | 11.90% |
| ROE | 5.57% | 16.95% |
| ROIC | 4.44% | 7.58% |
Growth (annualized)
| Metric | FOUR | ITRI |
|---|---|---|
| Revenue CAGR (5Y) | 36.32% | 2.12% |
| FCF CAGR (5Y) | N/A | 17.83% |
| Total return CAGR (5Y) | -15.07% | 2.48% |
Frequently asked
- Which has grown faster, FOUR or ITRI?
- Over the past five years, FOUR grew revenue faster — FOUR at a 36.32% CAGR versus ITRI at 2.12%.
- Is FOUR or ITRI more profitable?
- ITRI runs the higher net margin — FOUR at 1.88% versus ITRI at 11.90%.
- How have FOUR and ITRI total returns compared?
- Over the past 5 years, FOUR delivered -15.07% and ITRI delivered 2.48% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Itron P/E ratioShift4 Payments ROEItron ROEShift4 Payments operating marginItron operating marginShift4 Payments revenue growthItron revenue growthShift4 Payments free cash flowItron free cash flow
Shift4 Payments & Itron appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 4, 2026.