Papa John's International, Inc.

NasdaqGS:PZZA 주식 리포트

시가총액: US$1.0b

Papa John's International 향후 성장

Future 기준 점검 3/6

Papa John's International 의 수익은 연간 2.7% 감소할 것으로 예상되는 반면, 연간 수익은 38.6% 로 증가할 것으로 예상됩니다. EPS는 연간 38.9% 만큼 성장할 것으로 예상됩니다.

핵심 정보

38.6%

이익 성장률

38.94%

EPS 성장률

Hospitality 이익 성장18.2%
매출 성장률-2.7%
향후 자기자본이익률n/a
애널리스트 커버리지

Good

마지막 업데이트10 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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
분석 기사 • 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
분석 기사 • 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
분석 기사 • 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...

이익 및 매출 성장 예측

NasdaqGS:PZZA - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: PZZA 의 연간 예상 수익 증가율(38.6%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: PZZA 의 연간 수익(38.6%)이 US 시장(16.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: PZZA 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: PZZA 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -2.7%).

고성장 매출: PZZA 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -2.7%).

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: PZZA의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 11:20
종가2026/05/08 00:00
수익2026/03/29
연간 수익2025/12/28

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Papa John's International, Inc.는 25명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Todd BrooksBenchmark Company
Andrew StrelzikBMO Capital Markets Equity Research
Sara SenatoreBofA Global Research