Rising Costs And Shifting Tastes Will Squeeze Margins

Published
13 Sep 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$51.70
11.2% undervalued intrinsic discount
14 Aug
US$45.90
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1Y
-1.5%
7D
-0.5%

Author's Valuation

US$51.7

11.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 Aug 25
Fair value Increased 9.77%

Despite lower revenue growth forecasts, the consensus price target for Papa John's International has increased, driven by a notable improvement in net profit margin, raising fair value from $47.10 to $49.90. What's in the News Papa John's added to the Russell 2000 Dynamic Index.

Shared on29 Jul 25
Fair value Decreased 4.21%

A sharp decline in Papa John's net profit margin alongside a steeply higher forward P/E signals lower earnings expectations and increased valuation risk, prompting a cut in the consensus price target from $49.17 to $46.70. What's in the News Papa John's added to the Russell 2000 Dynamic Index.

Shared on01 May 25
Fair value Decreased 1.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 4.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 4.63%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 12%

AnalystConsensusTarget has decreased future PE multiple from 18.4x to 15.6x and increased shares outstanding growth rate from -0.0% to -0.0%.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.