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Papa John's International, Inc. Stock Price

NasdaqGS:PZZA Community·US$1.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 20 Fair Values set on narratives written by author

PZZA Share Price Performance

US$36.17
-12.36 (-25.47%)
US$37.44
Fair Value
US$36.17
-12.36 (-25.47%)
3.4% undervalued intrinsic discount
US$37.44
Fair Value
Price US$36.17
AnalystConsensusTarget US$37.44
AnalystLowTarget US$30.00
AnalystHighTarget US$49.71

PZZA Community Narratives

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Fair Value US$37.44 3.4% undervalued intrinsic discount

International Expansion Into Middle East And Latin America Will Boost Market Presence

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Fair Value US$30 20.6% overvalued intrinsic discount

Rising Costs And Consumer Shifts Will Diminish Future Prospects

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Fair Value US$49.71 27.2% undervalued intrinsic discount

Digital Ordering And Global Expansion Will Fuel Market Opportunity

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US$37.44
3.4% undervalued intrinsic discount
Revenue
-2.79% p.a.
Profit Margin
4.94%
Future PE
18.25x
Price in 2029
US$50.06

Trending Discussion

Updated Narratives

PZZA logo

PZZA: Take-Private Bid Will Confront Ongoing Traffic And Menu Headwinds

Fair Value: US$30 20.6% overvalued intrinsic discount
1 users have set this as their fair value
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PZZA logo

PZZA: Acquisition Saga And Refranchising Will Support Longer Term Margin Recovery

Fair Value: US$37.44 3.4% undervalued intrinsic discount
11 users have set this as their fair value
0 users have commented on this narrative
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PZZA: Takeover Bid Will Anchor Sentiment Despite Softer Sales Outlook

Fair Value: US$49.71 27.2% undervalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

Average dividend payer with slight risk.

4 Risks
2 Rewards

Papa John's International, Inc. Key Details

US$2.0b

Revenue

US$1.6b

Cost of Revenue

US$412.7m

Gross Profit

US$385.2m

Other Expenses

US$27.5m

Earnings

Last Reported Earnings
Mar 29, 2026
Next Reporting Earnings
n/a
0.84
20.49%
1.37%
-168.1%
View Full Analysis

About PZZA

Founded
1984
Employees
9400
CEO
Todd Penegor
WebsiteView website
www.papajohns.com

Papa John's International, Inc. operates and franchises pizza delivery and carryout restaurants under the Papa Johns trademark in the United States, Canada, and internationally. It operates through four segments: Domestic Company-Owned Restaurants, North America Franchising, North America Commissaries, and International. The company operates dine-in and delivery restaurants. It also offers pizza and other food and beverage products. In addition, the company supplies pizza sauce, dough, food products, paper products, smallware, and cleaning supplies to restaurants. Papa John's International, Inc. was founded in 1984 and is based in Louisville, Kentucky.

Recent PZZA News & Updates

Narrative Update 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.
Analysis Article 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

Recent updates

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