Papa John's International 過去の業績
過去 基準チェック /16
Papa John's Internationalは14.6%の年平均成長率で業績を伸ばしているが、Hospitality業界はgrowingで29.5%毎年増加している。売上は成長しており、年平均0.5%の割合である。
主要情報
14.59%
収益成長率
15.66%
EPS成長率
| Hospitality 業界の成長 | 19.52% |
| 収益成長率 | 0.55% |
| 株主資本利益率 | n/a |
| ネット・マージン | 1.37% |
| 次回の業績アップデート | 06 Aug 2026 |
最近の業績更新
Recent updates
ナラティブ更新 • Jul 07
PZZA: Takeover Interest And Cost Efficiencies Will Support Multiple Despite Operational Headwinds
The analyst price target for Papa John's International has been revised from about $49.71 to $45.00, as analysts factor in a lower assumed future P/E multiple, slightly softer revenue expectations, and a modestly higher projected profit margin, with sentiment still influenced by ongoing acquisition interest and the potential for cost efficiencies over time. Analyst Commentary Recent research on Papa John's International highlights that acquisition interest continues to play an important role in how the stock is being valued, even as the company works through traffic pressure, comparable sales challenges, and brand repositioning efforts.
ナラティブ更新 • Jun 23
PZZA: Take-Private Bid Will Confront Ongoing Traffic And Menu Headwinds
The analyst fair value estimate for Papa John's International has been revised from $32.00 to $30.00 as analysts factor in ongoing traffic and menu headwinds, alongside potential margin recovery from refranchising, supply chain savings, and a leaner cost structure that has helped support the stock's multiple during the acquisition saga. Analyst Commentary Recent commentary on Papa John's International centers on the ongoing acquisition saga and how it intersects with traffic softness, menu changes, and the potential for margin recovery.分析記事 • Jun 20
Papa Johns International (PZZA) Stock Could Be 3% Undervalued as Margin Growth Drives the Narrative
Papa John's International (PZZA) has drawn fresh attention after recent trading left the stock priced at about $36.47, with returns over the past month and past 3 months diverging from its weaker longer term performance. See our latest analysis for Papa John's International. Recent trading has lifted Papa John's International's short term momentum, with a 7 day share price return of 11.87% and a 30 day share price return of 11.36%. However, this comes against a weaker backdrop where the year...Seeking Alpha • Jun 18
Papa John's: Buy Rating Intact As Takeover Hopes Reignite
Summary Papa John's International, Inc. remains a Buy, supported by a healthy balance sheet, ongoing turnaround efforts, and potential acquisition catalysts. PZZA reiterated its 2026 guidance, emphasizing international expansion, cost savings, and portfolio right-sizing amid North American headwinds. Recent takeover interest highlights private equity’s view of value despite macro and operational risks. PZZA stock valuation remains conservative, with intrinsic value near pre-rally prices, offering solid risk-reward and upside from macro recovery or deal activity. Read the full article on Seeking Alpha
ナラティブ更新 • Jun 09
PZZA: Acquisition Saga And Refranchising Will Support Longer Term Margin Recovery
Analysts have nudged their fair value target for Papa John's slightly higher to about $37.44, reflecting ongoing takeover interest. This interest is helping support the stock's P/E multiple even as they factor in traffic pressure, menu simplification and a gradual path to margin recovery driven by refranchising and supply chain savings.ナラティブ更新 • May 26
PZZA: Acquisition Saga Will Support Margin Recovery Through Traffic And Menu Reset
Papa John's International's updated analyst price target has inched lower to about $37.36 from $37.91, as analysts weigh ongoing traffic and menu reset pressures against potential margin improvement and the ongoing acquisition saga that has helped support valuation multiples. Analyst Commentary Street research on Papa John's is split between optimism on a margin recovery path and caution around near term traffic and same store sales pressure, with the ongoing takeover interest acting as an added support for valuation.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.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...収支内訳
収支内訳
Papa John's International の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 29 Mar 26 | 2,014 | 28 | 213 | 0 |
| 28 Dec 25 | 2,054 | 30 | 224 | 0 |
| 28 Sep 25 | 2,086 | 37 | 232 | 0 |
| 29 Jun 25 | 2,085 | 75 | 185 | 0 |
| 30 Mar 25 | 2,064 | 78 | 167 | 0 |
| 29 Dec 24 | 2,059 | 83 | 152 | 0 |
| 29 Sep 24 | 2,100 | 95 | 154 | 0 |
| 30 Jun 24 | 2,116 | 69 | 195 | 0 |
| 31 Mar 24 | 2,123 | 74 | 196 | 0 |
| 31 Dec 23 | 2,136 | 82 | 206 | 0 |
| 24 Sep 23 | 2,091 | 79 | 199 | 0 |
| 25 Jun 23 | 2,078 | 72 | 196 | 0 |
| 26 Mar 23 | 2,086 | 79 | 171 | 0 |
| 25 Dec 22 | 2,102 | 67 | 195 | 0 |
| 25 Sep 22 | 2,105 | 68 | 185 | 0 |
| 26 Jun 22 | 2,107 | 89 | 192 | 0 |
| 27 Mar 22 | 2,099 | -16 | 219 | 0 |
| 26 Dec 21 | 2,068 | 4 | 199 | 0 |
| 26 Sep 21 | 2,009 | -11 | 198 | 0 |
| 27 Jun 21 | 1,970 | -29 | 199 | 0 |
| 28 Mar 21 | 1,915 | 67 | 197 | 0 |
| 27 Dec 20 | 1,813 | 42 | 198 | 0 |
| 27 Sep 20 | 1,761 | 27 | 219 | 0 |
| 28 Jun 20 | 1,692 | 12 | 217 | 0 |
| 29 Mar 20 | 1,631 | 1 | 217 | 0 |
| 29 Dec 19 | 1,619 | -8 | 223 | 0 |
| 29 Sep 19 | 1,599 | -15 | 178 | 0 |
| 30 Jun 19 | 1,581 | -25 | 168 | 0 |
| 31 Mar 19 | 1,611 | -19 | 159 | 0 |
| 30 Dec 18 | 1,663 | 2 | 194 | 0 |
| 30 Sep 18 | 1,733 | 44 | 158 | 0 |
| 01 Jul 18 | 1,779 | 79 | 153 | 0 |
| 01 Apr 18 | 1,784 | 92 | 154 | 0 |
| 31 Dec 17 | 1,783 | 103 | 151 | 0 |
| 24 Sep 17 | 1,755 | 108 | 153 | 0 |
| 25 Jun 17 | 1,746 | 107 | 158 | 0 |
| 26 Mar 17 | 1,734 | 106 | 160 | 0 |
| 25 Dec 16 | 1,714 | 103 | 158 | 0 |
| 25 Sep 16 | 1,691 | 95 | 163 | 0 |
| 26 Jun 16 | 1,658 | 91 | 160 | 0 |
| 27 Mar 16 | 1,634 | 80 | 160 | 0 |
| 27 Dec 15 | 1,637 | 75 | 164 | 0 |
| 27 Sep 15 | 1,646 | 72 | 164 | 0 |
質の高い収益: PZZAには$22.5M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が29th March, 2026に影響を及ぼしています。
利益率の向上: PZZAの現在の純利益率 (1.4%)は、昨年(3.8%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: PZZAの収益は過去 5 年間で年間14.6%増加しました。
成長の加速: PZZAは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: PZZAは過去 1 年間で収益成長率がマイナス ( -64.6% ) となったため、 Hospitality業界平均 ( 21.3% ) と比較することが困難です。
株主資本利益率
高いROE: PZZAの負債は資産を上回っているため、自己資本利益率を計算することは困難です。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/07/13 08:53 |
| 終値 | 2026/07/10 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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. 14 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。24
| アナリスト | 機関 |
|---|---|
| Todd Brooks | Benchmark Company |
| Andrew Strelzik | BMO Capital Markets Equity Research |
| Sara Senatore | BofA Global Research |