Papa John's International (PZZA) Aperçu de l'action
Papa John's International, Inc. exploite et franchise des restaurants de livraison et de vente à emporter de pizzas sous la marque Papa Johns aux États-Unis, au Canada et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 3/6 |
| Performances passées | 1/6 |
| Santé financière | 0/6 |
| Dividendes | 4/6 |
Récompenses
Analyse des risques
PZZA Community Fair Values
Create NarrativeSee what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Papa John's International, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$31.14 |
| Plus haut sur 52 semaines | US$55.74 |
| Plus bas sur 52 semaines | US$29.55 |
| Bêta | 1.17 |
| Variation sur 1 mois | -12.60% |
| Variation sur 3 mois | -10.57% |
| Variation sur 1 an | -24.14% |
| Variation sur 3 ans | -59.34% |
| Variation sur 5 ans | -67.63% |
| Évolution depuis l'introduction en bourse | 1,501.49% |
Nouvelles et mises à jour récentes
Recent updates
Mise à jour de l'analyse • May 05
PZZA: Takeover Saga And Traffic Reset Will Shape Balanced Risk Profile
Analysts have adjusted their views on Papa John's International with a mixed pattern of price target changes, including cuts to $34, $35, $40 and $50 and at least one $4 increase. They are weighing recent earnings pressure in North America against ongoing takeover speculation and updated profit expectations.Mise à jour de l'analyse • Apr 20
PZZA: Takeover Speculation Will Clash With Softer Margins And Traffic Headwinds
Papa John's International's analyst fair value estimate has been trimmed by $2 to $32 as analysts weigh softer profit margin assumptions and slightly weaker revenue growth against higher assumed future P/E multiples and ongoing takeover speculation that has kept Street price targets clustered in the mid $30s to $50 range. Analyst Commentary Recent research highlights a split view on Papa John's International, with some firms pointing to potential corporate activity supporting the share price, while a series of target cuts signals more cautious expectations on execution and growth.Seeking Alpha • Apr 09
Papa John's: Cheap Enough To Consider Despite Dividend Cut Risks
Summary Papa John’s is rated Buy, driven by attractive valuation, turnaround potential, and takeover interest amid macro headwinds. PZZA targets $60M in supply chain cost savings, portfolio right-sizing, and international expansion to offset North American weakness. The ongoing $47/share takeover offer could spark a bidding war, highlighting latent value despite operational and macro challenges. Risks include high leverage, dividend sustainability, and persistent consumer weakness, but risk-reward skews positive at current levels. Read the full article on Seeking Alpha
Mise à jour de l'analyse • Apr 06
PZZA: Takeover Bid Will Anchor Sentiment Despite Softer Sales Outlook
The analyst price target for Papa John's has been revised lower to about $49.71 from $67.00, as analysts weigh softer revenue growth assumptions, a slightly higher discount rate, modestly higher profit margins, a reduced future P/E, and ongoing takeover speculation alongside mixed recent earnings commentary. Analyst Commentary Recent Street research on Papa John's has leaned more cautious overall, but there are still some clear areas of optimism that investors are watching closely.
Mise à jour de l'analyse • Mar 23
PZZA: Takeover Bid And AI Ordering Initiatives Will Shape Traffic Reset
Narrative Update The analyst price target for Papa John's has been reset lower to reflect reduced Street targets in the $34 to $50 range, as well as ongoing concerns around softer North America comps, menu simplification headwinds and recent private equity takeover speculation that has helped support the shares near the reported $47 offer level. Analyst Commentary Recent Street research on Papa John's reflects a mix of interest around potential takeover activity and concern about fundamentals, particularly North America performance and menu changes.Mise à jour de l'analyse • Mar 09
PZZA: AI Ordering Initiatives Will Offset Traffic Reset And Menu Challenges
The analyst price target for Papa John's International has been reduced by about $9 per share to roughly $38. This reflects analysts' updated views on softer revenue growth, slimmer profit margins, and a slightly higher discount rate, while long-term P/E expectations remain largely unchanged.Mise à jour de l'analyse • Feb 23
PZZA: AI Partnership And Softer Expectations Will Shape Future Share Returns
The analyst price target for Papa John's International has been revised from $40 to $34 as analysts factor in slightly weaker revenue trends, a modestly higher discount rate, and a lower assumed future P/E multiple, partly informed by recent cautious resets across the restaurant group. Analyst Commentary Recent research updates reflect a more cautious stance on Papa John's International, with several bearish analysts trimming valuation assumptions and highlighting execution risks relative to the broader restaurant group.Mise à jour de l'analyse • Feb 08
PZZA: Take Private Speculation And AI Rollout Will Drive Future Upside
Narrative Update Analysts have trimmed their Papa John's International price targets by a few dollars, bringing fair value estimates to about $46.73 as they factor in slightly softer near term revenue expectations, a modestly higher discount rate, and a lower future P/E, partly offset by small improvements in projected profit margins. Analyst Commentary Recent research on Papa John's International has focused on valuation resets, competitive pressures in quick service restaurants, and the implications of its technology partnerships for long term execution.Mise à jour de l'analyse • Jan 25
PZZA: Take Private Speculation And Tech Partnership Will Shape Future Returns
Narrative Update Analysts have cut their price target on Papa John's International to US$40 from US$44, citing a mixed read on sector pricing pressures and recent tech partnership economics, even as margin and revenue trend assumptions in the model remain broadly unchanged. Analyst Commentary Recent research has leaned cautious on Papa John's International, with price targets reset lower and the stock sitting at a Neutral stance in at least one fresh update.Mise à jour de l'analyse • Jan 11
PZZA: Take Private Speculation Will Drive Future Upside Despite Softer Fundamentals
Analysts have trimmed their price targets on Papa John's to around $40 to $50 per share, reflecting higher assumed discount rates, modestly softer revenue and margin expectations, and a higher future P/E, while also acknowledging that ongoing take private speculation means the stock may trade less on fundamentals in the near term. Analyst Commentary Recent research on Papa John's highlights a split between deal driven views and those focused on day to day fundamentals, with several firms adjusting price targets and ratings as they reassess where the shares should trade.Mise à jour de l'analyse • Dec 26
PZZA: Take Private Speculation Will Drive Shares As Fundamentals Regain Focus
Analysts have trimmed their fair value estimate for Papa John's International from $42.00 to $40.00 per share, as heightened take private speculation, including reported bids around $64, leads them to emphasize improving profit margins and a lower future P/E, alongside more cautious expectations for top line growth. Analyst Commentary Bearish analysts highlight that recent deal speculation is increasingly driving trading in the shares, reducing the relevance of near term operating results and traditional valuation metrics.Mise à jour de l'analyse • Dec 12
PZZA: Take Private Speculation Will Drive Upside From Ongoing Buyout Rumors
Analysts have modestly raised their price target on Papa John's International to about $50 per share from roughly $48, citing sustained strategic interest and heightened take private speculation. They believe these factors now overshadow near term fundamentals.Mise à jour de l'analyse • Nov 28
PZZA: Ongoing Buyout Activity Will Drive Share Price Momentum Forward
Analysts have lowered their price target on Papa John's International from $49.30 to $47.80, citing declining growth and earnings outlooks. Recent buyout speculation has shifted the focus away from company fundamentals.Mise à jour de l'analyse • Nov 07
PZZA: Ongoing Deal Speculation Will Drive Momentum Despite Withdrawn Take-Private Bid
Analysts have lowered their fair value estimate for Papa John's International to $49.30 from $52.10 per share. This adjustment is due to tempered assumptions for revenue growth, despite improvements in profit margins and ongoing deal speculation impacting the stock's outlook.Article d'analyse • Nov 04
Papa John's International (NASDAQ:PZZA) Is Due To Pay A Dividend Of $0.46
Papa John's International, Inc. ( NASDAQ:PZZA ) will pay a dividend of $0.46 on the 28th of November. Based on this...Mise à jour de l'analyse • Aug 08
Rising Costs And Shifting Tastes Will Squeeze Margins
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.Article d'analyse • Aug 07
Papa John's International (NASDAQ:PZZA) Has Announced A Dividend Of $0.46
Papa John's International, Inc.'s ( NASDAQ:PZZA ) investors are due to receive a payment of $0.46 per share on 29th of...Article d'analyse • Jul 29
Is Now An Opportune Moment To Examine Papa John's International, Inc. (NASDAQ:PZZA)?
While Papa John's International, Inc. ( NASDAQ:PZZA ) might not have the largest market cap around , it led the...Article d'analyse • Jun 02
Even With A 27% Surge, Cautious Investors Are Not Rewarding Papa John's International, Inc.'s (NASDAQ:PZZA) Performance Completely
Those holding Papa John's International, Inc. ( NASDAQ:PZZA ) shares would be relieved that the share price has...Article d'analyse • Apr 29
Estimating The Intrinsic Value Of Papa John's International, Inc. (NASDAQ:PZZA)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Papa John's International fair value estimate is US$36.21...Seeking Alpha • Apr 23
Papa John's Delivers A Slice Of Stability In An Uncertain Market
Summary Papa John's margin transfer strategy and aggressive growth make it a compelling defensive investment, with a 5.9% dividend yield and strong countercyclical potential. Short-term margin sacrifices aim to boost volumes and market share, enhancing long-term operating margins and loyalty by 2028. Despite economic uncertainty, Papa John's focuses on value offerings and incentivizing franchise expansion, expecting structural improvements and market share gains. Papa John's' strategic investments in technology and marketing, along with a robust dividend yield, make it a solid addition to a defensive income portfolio. Read the full article on Seeking AlphaArticle d'analyse • Apr 08
Papa John's International, Inc. (NASDAQ:PZZA) Stock's 27% Dive Might Signal An Opportunity But It Requires Some Scrutiny
Papa John's International, Inc. ( NASDAQ:PZZA ) shareholders won't be pleased to see that the share price has had a...Seeking Alpha • Mar 22
Papa John's: Another Correction Is Just Too Much
Summary Papa John's International, Inc. remains resilient amid inflationary headwinds due to its strategic focus on franchising and impressive liquidity. PZZA's strategic business portfolio split, with a high concentration on franchisees, supports consistent revenue streams and lowers capital intensity, aiding in market volatility management. Despite a weaker performance in FY24, PZZA's efficient cost management and positive cash inflows position it well for potential market changes in FY25. Technical indicators suggest buying opportunities, with the stock remaining undervalued and potential upside to $53.51, making PZZA a buy recommendation. Read the full article on Seeking AlphaSeeking Alpha • Mar 04
Papa John's: Papa Rewards Overhaul Already Paying Off
Summary Papa John's is undergoing a turnaround with improvements in its loyalty program and a focus on 1P channels, showing positive short-term results. Despite ongoing acquisition talks with Irth Capital, the company's transformation efforts are paying off, with better traffic and increased Papa Rewards redemptions. Papa John's aims to simplify its menu and reduce construction costs to attract more franchisees and compete effectively with other QSR pizza chains. I maintain a 'Buy' rating at $64, with the potential for a 'Strong Buy' if the price drops to the early-$40s, anticipating sequential improvements in FY 2025. Read the full article on Seeking AlphaArticle d'analyse • Feb 21
Investors Appear Satisfied With Papa John's International, Inc.'s (NASDAQ:PZZA) Prospects As Shares Rocket 30%
Those holding Papa John's International, Inc. ( NASDAQ:PZZA ) shares would be relieved that the share price has...Seeking Alpha • Feb 17
Papa John's: A Tasty Investment, Even Without A Buyout
Summary Papa John's stock surged on buyout rumors, adding a new catalyst to an already promising investment thesis focused on a potential turnaround and consumer spending recovery. The stock remains undervalued despite recent gains, with a possible acquisition price of $70 per share, offering a 42% premium. Previous acquisition attempts and interest from major investors highlight Papa John's attractiveness, but the deal's uncertainty warrants a Buy rating. Upcoming earnings could provide further upside, with expectations of a double-beat driven by loyalty program enhancements and strategic adjustments. Read the full article on Seeking AlphaArticle d'analyse • Jan 31
Papa John's International (NASDAQ:PZZA) Has Affirmed Its Dividend Of $0.46
Papa John's International, Inc. ( NASDAQ:PZZA ) has announced that it will pay a dividend of $0.46 per share on the...Rendement pour les actionnaires
| PZZA | US Hospitality | US Marché | |
|---|---|---|---|
| 7D | -9.8% | -1.2% | 2.2% |
| 1Y | -24.1% | 1.1% | 31.1% |
Rendement vs Industrie: PZZA a sous-performé le secteur US Hospitality qui a rapporté 1.1 % au cours de l'année écoulée.
Rendement vs marché: PZZA a sous-performé le marché US qui a rapporté 31.1 % au cours de l'année écoulée.
Volatilité des prix
| PZZA volatility | |
|---|---|
| PZZA Average Weekly Movement | 8.9% |
| Hospitality Industry Average Movement | 8.0% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: PZZA n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de PZZA ( 9% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1984 | 9,400 | Todd Penegor | www.papajohns.com |
Papa John's International, Inc. exploite et franchise des restaurants de livraison de pizzas et de plats à emporter sous la marque Papa Johns aux États-Unis, au Canada et dans le monde entier. Son activité s'articule autour de quatre segments : Restaurants domestiques détenus par la société, Franchise Amérique du Nord, Commissaires Amérique du Nord, et International. L'entreprise exploite des restaurants avec service à table et livraison.
Papa John's International, Inc. Résumé des fondamentaux
| PZZA statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$1.02b |
| Bénéfices(TTM) | US$27.60m |
| Recettes(TTM) | US$2.01b |
37.1x
Ratio P/E0.5x
Ratio P/SLe site PZZA est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| PZZA compte de résultat (TTM) | |
|---|---|
| Recettes | US$2.01b |
| Coût des recettes | US$1.60b |
| Marge brute | US$412.68m |
| Autres dépenses | US$385.08m |
| Les revenus | US$27.60m |
Derniers bénéfices déclarés
Mar 29, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.84 |
| Marge brute | 20.49% |
| Marge bénéficiaire nette | 1.37% |
| Ratio dettes/capitaux propres | -168.1% |
Quelles ont été les performances à long terme de PZZA?
Voir les performances historiques et les comparaisonsDividendes
5.9%
Rendement actuel des dividendes219%
Ratio de distributionLe site PZZA verse-t-il des dividendes fiables ?
Voir PZZA l'historique des dividendes et les indices de référence| Papa John's International dates des dividendes | |
|---|---|
| Date ex-dividende | May 18 2026 |
| Date de paiement du dividende | May 29 2026 |
| Jours jusqu'au dividende Ex | 6 days |
| Jours jusqu'à la date de paiement du dividende | 17 days |
Le site PZZA verse-t-il des dividendes fiables ?
Voir PZZA l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/11 18:20 |
| Cours de l'action en fin de journée | 2026/05/08 00:00 |
| Les revenus | 2026/03/29 |
| Revenus annuels | 2025/12/28 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Papa John's International, Inc. est couverte par 25 analystes. 15 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Todd Brooks | Benchmark Company |
| Andrew Strelzik | BMO Capital Markets Equity Research |
| Sara Senatore | BofA Global Research |