Papa John's International (PZZA) Hisse Özeti
Papa John's International, Inc. Amerika Birleşik Devletleri, Kanada ve uluslararası alanda Papa Johns ticari markası altında pizza dağıtım ve paket servis restoranları işletmekte ve franchise vermektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 1/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 1/6 |
| Finansal Sağlık | 0/6 |
| Temettüler | 4/6 |
Ödüller
Risk Analizi
PZZA Community Fair Values
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Analyst Price Targets
Papa John's International, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$36.17 |
| 52 Haftanın En Yüksek Seviyesi | US$55.74 |
| 52 Haftanın En Düşük Seviyesi | US$29.55 |
| Beta | 1.12 |
| 1 Aylık Değişim | 10.61% |
| 3 Aylık Değişim | 13.89% |
| 1 Yıllık Değişim | -25.47% |
| 3 Yıllık Değişim | -50.59% |
| 5 Yıllık Değişim | -65.21% |
| Halka arzdan bu yana değişim | 1,760.17% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.Analiz Makalesi • 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
Anlatı Güncellemesi • 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.Recent updates
Anlatı Güncellemesi • 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.Analiz Makalesi • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaHissedar Getirileri
| PZZA | US Hospitality | US Pazar | |
|---|---|---|---|
| 7D | -0.8% | -0.6% | -2.7% |
| 1Y | -25.5% | -5.7% | 18.6% |
Getiri vs. Endüstri: PZZA geçen yıl % -5.7 oranında getiri sağlayan US Hospitality sektörünün gerisinde kaldı.
Getiri vs Piyasa: PZZA geçen yıl % 18.6 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| PZZA volatility | |
|---|---|
| PZZA Average Weekly Movement | 7.0% |
| Hospitality Industry Average Movement | 7.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: PZZA son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: PZZA 'nin haftalık oynaklığı ( 7% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1984 | 9,400 | Todd Penegor | www.papajohns.com |
Papa John's International, Inc. Amerika Birleşik Devletleri, Kanada ve uluslararası alanda Papa Johns ticari markası altında pizza dağıtım ve paket servis restoranları işletmekte ve franchise vermektedir. Şirket dört segmentte faaliyet göstermektedir: Yurtiçi Şirkete Ait Restoranlar, Kuzey Amerika Franchising, Kuzey Amerika Komiserleri ve Uluslararası. Şirket, yemek ve paket servis restoranları işletmektedir.
Papa John's International, Inc. Temel Bilgiler Özeti
| PZZA temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$1.19b |
| Kazançlar(TTM) | US$27.50m |
| Gelir(TTM) | US$2.01b |
43.3x
F/K Oranı0.6x
P/S OranıPZZA aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| PZZA gelir tablosu (TTM) | |
|---|---|
| Gelir | US$2.01b |
| Gelir Maliyeti | US$1.60b |
| Brüt Kâr | US$412.68m |
| Diğer Giderler | US$385.18m |
| Kazançlar | US$27.50m |
Son Raporlanan Kazançlar
Mar 29, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 0.84 |
| Brüt Marj | 20.49% |
| Net Kâr Marjı | 1.37% |
| Borç/Özkaynak Oranı | -168.1% |
PZZA uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
5.1%
Mevcut Temettü Verimi220%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/25 10:16 |
| Gün Sonu Hisse Fiyatı | 2026/06/25 00:00 |
| Kazançlar | 2026/03/29 |
| Yıllık Kazançlar | 2025/12/28 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Papa John's International, Inc. 24 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Todd Brooks | Benchmark Company |
| Andrew Strelzik | BMO Capital Markets Equity Research |
| Sara Senatore | BofA Global Research |