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Side-by-side financial comparison of CALERES INC (CAL) and Shift4 Payments, Inc. (FOUR). Click either name above to swap in a different company.
Shift4 Payments, Inc. is the larger business by last-quarter revenue ($1.2B vs $790.1M, roughly 1.5× CALERES INC). Shift4 Payments, Inc. runs the higher net margin — 3.4% vs 0.3%, a 3.1% gap on every dollar of revenue. On growth, Shift4 Payments, Inc. posted the faster year-over-year revenue change (34.0% vs 6.6%). Shift4 Payments, Inc. produced more free cash flow last quarter ($222.5M vs $-12.4M). Over the past eight quarters, Shift4 Payments, Inc.'s revenue compounded faster (29.6% CAGR vs 6.5%).
Caleres Inc. is an American footwear company that owns and operates a variety of footwear brands. Its headquarters is located in Clayton, Missouri, a suburb of St. Louis. The company was founded in 1878 as Bryan, Brown & Company in St. Louis, though it underwent several name changes. The Hamilton-Brown Shoe Company was the largest manufacturer of shoes in America in the early 20th century, but it went bankrupt in June 1939.
Shift4 Payments, Inc. is an American payment processing company based in Allentown, Pennsylvania. The company, founded in 1999 by the then 16-year-old Jared Isaacman, processes payments for over 200,000 businesses in the retail, hospitality, leisure, and restaurant industries. Shift4 specializes in commerce technology such as mobile payment software and hardware. The company was publicly listed on the New York Stock Exchange in 2020.
CAL vs FOUR — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $790.1M | $1.2B |
| Net Profit | $2.4M | $40.2M |
| Gross Margin | 41.8% | — |
| Operating Margin | 1.5% | 10.8% |
| Net Margin | 0.3% | 3.4% |
| Revenue YoY | 6.6% | 34.0% |
| Net Profit YoY | -94.2% | -65.3% |
| EPS (diluted) | $0.07 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $790.1M | $1.2B | ||
| Q3 25 | $658.5M | $1.2B | ||
| Q2 25 | $614.2M | $966.2M | ||
| Q1 25 | $639.2M | $848.3M | ||
| Q4 24 | $740.9M | $887.0M | ||
| Q3 24 | $683.3M | $909.2M | ||
| Q2 24 | $659.2M | $827.0M | ||
| Q1 24 | $697.1M | $707.4M |
| Q4 25 | $2.4M | $40.2M | ||
| Q3 25 | $6.7M | $28.1M | ||
| Q2 25 | $6.9M | $34.0M | ||
| Q1 25 | $4.9M | $16.7M | ||
| Q4 24 | $41.4M | $116.0M | ||
| Q3 24 | $30.0M | $53.8M | ||
| Q2 24 | $30.9M | $39.2M | ||
| Q1 24 | $55.7M | $20.6M |
| Q4 25 | 41.8% | — | ||
| Q3 25 | 43.4% | — | ||
| Q2 25 | 45.4% | — | ||
| Q1 25 | 43.0% | — | ||
| Q4 24 | 44.1% | — | ||
| Q3 24 | 45.5% | — | ||
| Q2 24 | 46.9% | — | ||
| Q1 24 | 43.9% | — |
| Q4 25 | 1.5% | 10.8% | ||
| Q3 25 | 1.4% | 9.7% | ||
| Q2 25 | 1.9% | 8.6% | ||
| Q1 25 | 1.2% | 3.0% | ||
| Q4 24 | 7.7% | 9.7% | ||
| Q3 24 | 6.2% | 8.8% | ||
| Q2 24 | 6.5% | 7.2% | ||
| Q1 24 | 4.4% | 3.0% |
| Q4 25 | 0.3% | 3.4% | ||
| Q3 25 | 1.0% | 2.4% | ||
| Q2 25 | 1.1% | 3.5% | ||
| Q1 25 | 0.8% | 2.0% | ||
| Q4 24 | 5.6% | 13.1% | ||
| Q3 24 | 4.4% | 5.9% | ||
| Q2 24 | 4.7% | 4.7% | ||
| Q1 24 | 8.0% | 2.9% |
| Q4 25 | $0.07 | — | ||
| Q3 25 | $0.20 | — | ||
| Q2 25 | $0.21 | — | ||
| Q1 25 | $0.17 | — | ||
| Q4 24 | $1.19 | — | ||
| Q3 24 | $0.85 | — | ||
| Q2 24 | $0.88 | — | ||
| Q1 24 | $1.56 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $34.0M | $964.0M |
| Total DebtLower is stronger | — | $4.5B |
| Stockholders' EquityBook value | $616.8M | $1.4B |
| Total Assets | $2.1B | $8.7B |
| Debt / EquityLower = less leverage | — | 3.15× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.0M | $964.0M | ||
| Q3 25 | $191.5M | $1.5B | ||
| Q2 25 | $33.1M | $3.0B | ||
| Q1 25 | $29.6M | $1.2B | ||
| Q4 24 | $33.7M | $1.2B | ||
| Q3 24 | $51.8M | $1.4B | ||
| Q2 24 | $30.7M | $205.0M | ||
| Q1 24 | $21.4M | $522.9M |
| Q4 25 | — | $4.5B | ||
| Q3 25 | — | $4.7B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $616.8M | $1.4B | ||
| Q3 25 | $613.3M | $1.7B | ||
| Q2 25 | $605.2M | $1.6B | ||
| Q1 25 | $599.0M | $805.2M | ||
| Q4 24 | $598.3M | $806.6M | ||
| Q3 24 | $606.1M | $811.8M | ||
| Q2 24 | $570.3M | $700.8M | ||
| Q1 24 | $560.6M | $674.5M |
| Q4 25 | $2.1B | $8.7B | ||
| Q3 25 | $2.2B | $9.0B | ||
| Q2 25 | $1.9B | $7.0B | ||
| Q1 25 | $1.9B | $5.0B | ||
| Q4 24 | $2.0B | $5.0B | ||
| Q3 24 | $2.0B | $5.0B | ||
| Q2 24 | $1.9B | $3.5B | ||
| Q1 24 | $1.8B | $3.4B |
| Q4 25 | — | 3.15× | ||
| Q3 25 | — | 2.83× | ||
| Q2 25 | — | 2.34× | ||
| Q1 25 | — | 3.53× | ||
| Q4 24 | — | 3.52× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-1.2M | $223.7M |
| Free Cash FlowOCF − Capex | $-12.4M | $222.5M |
| FCF MarginFCF / Revenue | -1.6% | 18.7% |
| Capex IntensityCapex / Revenue | 1.4% | 0.1% |
| Cash ConversionOCF / Net Profit | -0.50× | 5.56× |
| TTM Free Cash FlowTrailing 4 quarters | $14.4M | $624.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-1.2M | $223.7M | ||
| Q3 25 | $47.3M | $171.8M | ||
| Q2 25 | $-5.7M | $141.9M | ||
| Q1 25 | $28.7M | $96.6M | ||
| Q4 24 | $-39.8M | $145.4M | ||
| Q3 24 | $79.6M | $182.1M | ||
| Q2 24 | $36.1M | $116.1M | ||
| Q1 24 | $43.0M | $56.7M |
| Q4 25 | $-12.4M | $222.5M | ||
| Q3 25 | $35.0M | $165.4M | ||
| Q2 25 | $-26.2M | $141.0M | ||
| Q1 25 | $18.0M | $95.1M | ||
| Q4 24 | $-57.4M | $143.8M | ||
| Q3 24 | $68.5M | $180.1M | ||
| Q2 24 | $26.3M | $113.9M | ||
| Q1 24 | $32.4M | $55.4M |
| Q4 25 | -1.6% | 18.7% | ||
| Q3 25 | 5.3% | 14.1% | ||
| Q2 25 | -4.3% | 14.6% | ||
| Q1 25 | 2.8% | 11.2% | ||
| Q4 24 | -7.7% | 16.2% | ||
| Q3 24 | 10.0% | 19.8% | ||
| Q2 24 | 4.0% | 13.8% | ||
| Q1 24 | 4.6% | 7.8% |
| Q4 25 | 1.4% | 0.1% | ||
| Q3 25 | 1.9% | 0.5% | ||
| Q2 25 | 3.3% | 0.1% | ||
| Q1 25 | 1.7% | 0.2% | ||
| Q4 24 | 2.4% | 0.2% | ||
| Q3 24 | 1.6% | 0.2% | ||
| Q2 24 | 1.5% | 0.3% | ||
| Q1 24 | 1.5% | 0.2% |
| Q4 25 | -0.50× | 5.56× | ||
| Q3 25 | 7.05× | 6.11× | ||
| Q2 25 | -0.81× | 4.17× | ||
| Q1 25 | 5.82× | 5.78× | ||
| Q4 24 | -0.96× | 1.25× | ||
| Q3 24 | 2.66× | 3.38× | ||
| Q2 24 | 1.17× | 2.96× | ||
| Q1 24 | 0.77× | 2.75× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CAL
| Brand Portfolio | $383.7M | 49% |
| Landed Wholesale | $148.1M | 19% |
| Wholesale E Commerce | $75.0M | 9% |
| Ecommerce | $68.8M | 9% |
| Stuart Weitzman Brand | $45.8M | 6% |
| Landed Wholesale Ecommerce Drop Ship | $30.6M | 4% |
| First Cost Wholesale | $14.9M | 2% |
| Clt Brand Solutions | $10.2M | 1% |
| License And Royalty | $2.1M | 0% |
FOUR
| Payments Based Revenue | $788.8M | 66% |
| Other | $255.0M | 21% |
| Subscription And Other Revenues | $144.8M | 12% |
