Part 8/10:
Despite its rapid growth, On Holding's market cap and price multiples suggest that it has plenty of room for growth in the high-end athletic market.
Shift4 Payments
Shift4 Payments provides payment processing solutions across various sectors like stadiums, restaurants, and more. As a profitable enterprise with a compound annual growth rate of 35%, Shift4 has a strong competitive advantage, especially in niche markets.
With a market cap of about $7.9 billion and reasonable valuations compared to its growth rates, Shift4 represents an enticing investment opportunity in the payments sector.