Papa John's International, Inc.

NasdaqGS:PZZA 株式レポート

時価総額：US$1.0b

Papa John's International 将来の成長

Future 基準チェック /36

Papa John's Internationalの収益は年間2.7%で減少すると予測されていますが、年間利益は年間38.6%で増加すると予想されています。EPS は年間38.9%で増加すると予想されています。

主要情報

38.6%

収益成長率

38.94%

EPS成長率

Hospitality 収益成長18.2%
収益成長率-2.7%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日10 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • 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.
ナラティブ更新 • 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
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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 Alpha
分析記事 • 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 Alpha
Seeking 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 Alpha
分析記事 • 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 Alpha
分析記事 • 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...

業績と収益の成長予測

NasdaqGS:PZZA - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,926N/AN/AN/A3
12/31/20271,883588214915
12/31/20261,920477314015
3/29/20262,0142826102N/A
12/28/20252,0543052126N/A
9/28/20252,0863779157N/A
6/29/20252,0857557132N/A
3/30/20252,0647854126N/A
12/29/20242,0598334107N/A
9/29/20242,1009549122N/A
6/30/20242,1166970141N/A
3/31/20242,1237493164N/A
12/31/20232,13682116193N/A
9/24/20232,0917987168N/A
6/25/20232,0787284166N/A
3/26/20232,0867947133N/A
12/25/20222,1026739118N/A
9/25/20222,10568-868N/A
6/26/20222,1078924102N/A
3/27/20222,099-1675147N/A
12/26/20212,0684116185N/A
9/26/20212,009-11159212N/A
6/27/20211,970-29183227N/A
3/28/20211,91567179216N/A
12/27/20201,81342151186N/A
9/27/20201,76127146180N/A
6/28/20201,6921284117N/A
3/29/20201,63114782N/A
12/29/20191,619-8N/A62N/A
9/29/20191,599-15N/A37N/A
6/30/20191,581-25N/A51N/A
3/31/20191,611-19N/A70N/A
12/30/20181,6632N/A92N/A
9/30/20181,73344N/A125N/A
7/1/20181,77979N/A131N/A
4/1/20181,78492N/A124N/A
12/31/20171,783103N/A135N/A
9/24/20171,755108N/A144N/A
6/25/20171,746107N/A149N/A
3/26/20171,734106N/A164N/A
12/25/20161,714103N/A150N/A
9/25/20161,69195N/A162N/A
6/26/20161,65891N/A162N/A
3/27/20161,63480N/A154N/A
12/27/20151,63775N/A170N/A
9/27/20151,64672N/A158N/A
6/28/20151,64770N/A146N/A

アナリストによる今後の成長予測

収入対貯蓄率: PZZAの予測収益成長率 (年間38.6% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: PZZAの収益 ( 38.6% ) はUS市場 ( 16.7% ) よりも速いペースで成長すると予測されています。

高成長収益: PZZAの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: PZZAの収益は今後 3 年間で減少すると予想されています (年間-2.7% )。

高い収益成長: PZZAの収益は今後 3 年間で減少すると予測されています (年間-2.7% )。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: PZZAの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/11 19:34
終値2026/05/08 00:00
収益2026/03/29
年間収益2025/12/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Papa John's International, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25

アナリスト機関
Todd BrooksBenchmark Company
Andrew StrelzikBMO Capital Markets Equity Research
Sara SenatoreBofA Global Research