Shift4 Payments (FOUR) vs TriNet Group (TNET)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
TriNet Group (TNET) has outperformed Shift4 Payments (FOUR) over the past year, losing 0.4% versus a loss of 50.1%. Over five years, TNET leads with a -34.7% price change compared with -48.5% for FOUR. Shift4 Payments is the larger company by market cap ($3.08 billion vs $2.96 billion), about 1.0 times the size.
On valuation, Shift4 Payments trades at a lower forward P/E (6.4x vs 13.1x for TriNet Group). TriNet Group pays a dividend yielding 1.75%, while Shift4 Payments does not currently pay one. TriNet Group converts more of its revenue into profit, with a net margin of 3.1% versus 2.8%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | FOUR | TNET |
|---|---|---|
| Share price | $38.99 | $64.45 |
| Market cap | $3.08B | $2.96B |
| 1-day change | +1.27% | +2.66% |
| YTD return | -38.08% | +9.00% |
| 1-year return | -50.08% | -0.37% |
| 5-year return | -48.46% | -34.70% |
| P/E ratio (TTM) | 60.92 | 17.14 |
| Forward P/E | 6.43 | 13.09 |
| EPS (TTM) | $0.64 | $3.76 |
| Dividend yield | 0.00% | 1.75% |
| Annual dividend | $0.00 | $1.13 |
| Revenue (latest FY) | $4.18B | $5.01B |
| Revenue growth (YoY) | +25.49% | -0.85% |
| Net income (latest FY) | $119.00M | $155.00M |
| Gross margin | 34.16% | — |
| Operating margin | 8.40% | — |
| Net margin | 2.85% | 3.09% |
| 52-week high | $80.98 | $73.08 |
| 52-week low | $34.56 | $33.61 |
| Distance from 52-week high | -51.85% | -11.81% |
| Analyst consensus | buy | hold |
| Avg. price target upside | +38.24% | +2.72% |
| Average volume | 1.82M | 359.35K |
| Shares outstanding | 78.96M | 45.90M |
| Employees | 6,300 | 302,955 |
| Sector | Consumer Discretionary | Industrials |
| Industry | Business Services | Staffing & Employment Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- TNET has outperformed FOUR by 49.7 percentage points over the past year.
- Shift4 Payments trades at a higher earnings multiple (60.9x vs 17.1x trailing P/E).
- TriNet Group offers a meaningfully higher dividend yield (1.75% vs 0.00%).
- Shift4 Payments grew revenue faster in its latest fiscal year (+25.49% vs -0.85%).
- The two companies sit in different sectors: Shift4 Payments in Consumer Discretionary and TriNet Group in Industrials.
About Shift4 Payments
FOUR stock →Shift4 Payments, Inc. engages in the provision of software and payment processing solutions in the United States and internationally.
Consumer Discretionary · Business Services · 6,300 employees
About TriNet Group
TNET stock →TriNet Group, Inc. provides comprehensive human capital management services for small and medium-sized businesses in the United States.
Industrials · Staffing & Employment Services · 302,955 employees
FOUR vs TNET FAQ
Which is bigger, Shift4 Payments or TriNet Group?
Shift4 Payments (FOUR) is larger, with a market capitalization of $3.08B compared with $2.96B for TriNet Group (TNET).
Which stock has performed better over the past year, FOUR or TNET?
TNET returned -0.37% over the past 12 months, compared with -50.08% for FOUR (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, FOUR or TNET?
TNET has the lower trailing P/E at 17.1, versus 60.9 for FOUR. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Shift4 Payments or TriNet Group?
TriNet Group pays a dividend yielding 1.75%, while Shift4 Payments does not currently pay a regular dividend.
Are Shift4 Payments and TriNet Group in the same industry?
No. Shift4 Payments is in the Consumer Discretionary sector, while TriNet Group is in Industrials.