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Papa John's International, Inc.NasdaqGS:PZZA Stock Report

Market Cap US$1.1b
Share Price
US$34.81
US$37.91
8.2% undervalued intrinsic discount
1Y2.9%
7D-4.8%
Portfolio Value
View

Papa John's International, Inc.

NasdaqGS:PZZA Stock Report

Market Cap: US$1.1b

Papa John's International (PZZA) Stock Overview

Operates and franchises pizza delivery and carryout restaurants under the Papa Johns trademark in the United States, Canada, and internationally. More details

PZZA fundamental analysis
Snowflake Score
Valuation1/6
Future Growth3/6
Past Performance1/6
Financial Health0/6
Dividends4/6

PZZA Community Fair Values

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See what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.

Papa John's International, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Papa John's International
Historical stock prices
Current Share PriceUS$34.81
52 Week HighUS$55.74
52 Week LowUS$29.55
Beta1.17
1 Month Change-0.51%
3 Month Change1.46%
1 Year Change2.93%
3 Year Change-55.25%
5 Year Change-64.12%
Change since IPO1,690.23%

Recent News & Updates

Recent updates

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.

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.

Papa John's: Cheap Enough To Consider Despite Dividend Cut Risks

Apr 09

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Papa John's International (NASDAQ:PZZA) Is Due To Pay A Dividend Of $0.46

Nov 04
Papa John's International (NASDAQ:PZZA) Is Due To Pay A Dividend Of $0.46

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.

Papa John's International (NASDAQ:PZZA) Has Announced A Dividend Of $0.46

Aug 07
Papa John's International (NASDAQ:PZZA) Has Announced A Dividend Of $0.46

Is Now An Opportune Moment To Examine Papa John's International, Inc. (NASDAQ:PZZA)?

Jul 29
Is Now An Opportune Moment To Examine Papa John's International, Inc. (NASDAQ:PZZA)?

Even With A 27% Surge, Cautious Investors Are Not Rewarding Papa John's International, Inc.'s (NASDAQ:PZZA) Performance Completely

Jun 02
Even With A 27% Surge, Cautious Investors Are Not Rewarding Papa John's International, Inc.'s (NASDAQ:PZZA) Performance Completely

Estimating The Intrinsic Value Of Papa John's International, Inc. (NASDAQ:PZZA)

Apr 29
Estimating The Intrinsic Value Of Papa John's International, Inc. (NASDAQ:PZZA)

Papa John's Delivers A Slice Of Stability In An Uncertain Market

Apr 23

Papa John's International, Inc. (NASDAQ:PZZA) Stock's 27% Dive Might Signal An Opportunity But It Requires Some Scrutiny

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: Another Correction Is Just Too Much

Mar 22

Papa John's: Papa Rewards Overhaul Already Paying Off

Mar 04

Investors Appear Satisfied With Papa John's International, Inc.'s (NASDAQ:PZZA) Prospects As Shares Rocket 30%

Feb 21
Investors Appear Satisfied With Papa John's International, Inc.'s (NASDAQ:PZZA) Prospects As Shares Rocket 30%

Papa John's: A Tasty Investment, Even Without A Buyout

Feb 17

Papa John's International (NASDAQ:PZZA) Has Affirmed Its Dividend Of $0.46

Jan 31
Papa John's International (NASDAQ:PZZA) Has Affirmed Its Dividend Of $0.46

The Trend Of High Returns At Papa John's International (NASDAQ:PZZA) Has Us Very Interested

Jan 09
The Trend Of High Returns At Papa John's International (NASDAQ:PZZA) Has Us Very Interested

Papa John's: One Of The Ugly Ducklings Of 2024 With +30% Safety Margin

Jan 06

Shareholder Returns

PZZAUS HospitalityUS Market
7D-4.8%0.5%1.8%
1Y2.9%1.7%29.8%

Return vs Industry: PZZA exceeded the US Hospitality industry which returned -0.3% over the past year.

Return vs Market: PZZA underperformed the US Market which returned 28.4% over the past year.

Price Volatility

Is PZZA's price volatile compared to industry and market?
PZZA volatility
PZZA Average Weekly Movement8.6%
Hospitality Industry Average Movement7.6%
Market Average Movement7.1%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: PZZA has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: PZZA's weekly volatility (9%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19849,400Todd Penegorwww.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.

Papa John's International, Inc. Fundamentals Summary

How do Papa John's International's earnings and revenue compare to its market cap?
PZZA fundamental statistics
Market capUS$1.14b
Earnings (TTM)US$29.57m
Revenue (TTM)US$2.05b
38.7x
P/E Ratio
0.6x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
PZZA income statement (TTM)
RevenueUS$2.05b
Cost of RevenueUS$1.63b
Gross ProfitUS$425.67m
Other ExpensesUS$396.11m
EarningsUS$29.57m

Last Reported Earnings

Dec 28, 2025

Next Earnings Date

May 07, 2026

Earnings per share (EPS)0.90
Gross Margin20.73%
Net Profit Margin1.44%
Debt/Equity Ratio-165.5%

How did PZZA perform over the long term?

See historical performance and comparison

Dividends

5.3%
Current Dividend Yield
204%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/05 11:19
End of Day Share Price 2026/05/05 00:00
Earnings2025/12/28
Annual Earnings2025/12/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Papa John's International, Inc. is covered by 25 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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