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Consumer Cyclical - Restaurants - NASDAQ - US
$ 47.32
-3.7 %
$ 1.54 B
Market Cap
16.37
P/E
1. INTRINSIC VALUE

Papa John's International, Inc. operates and franchises pizza delivery and carryout restaurants under the Papa John's trademark in the United States and internationally. It operates through four segments: Domestic Company-Owned Restaurants, North America Commissaries, North America Franchising, and International Operations. The company also operates dine-in and delivery restaurants under the Papa John's trademark internationally. As of December 26, 2021, it operated 5,650 Papa John's restaurants, which included 600 company-owned and 5,050 franchised restaurants in 50 countries and territories. The company was founded in 1984 and is based in Louisville, Kentucky.[ Read More ]

The intrinsic value of one PZZA stock under the base case scenario is HIDDEN Compared to the current market price of 47.3 USD, Papa John's International, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart PZZA

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FINANCIALS
2.14 B REVENUE
1.60%
147 M OPERATING INCOME
34.96%
82.1 M NET INCOME
18.38%
193 M OPERATING CASH FLOW
63.87%
-75.1 M INVESTING CASH FLOW
-19.64%
-124 M FINANCING CASH FLOW
-62.74%
507 M REVENUE
-0.21%
65.2 M OPERATING INCOME
89.87%
42.4 M NET INCOME
245.99%
13.9 M OPERATING CASH FLOW
-53.53%
31.3 M INVESTING CASH FLOW
328.57%
-52.2 M FINANCING CASH FLOW
-163.07%
Balance Sheet Decomposition Papa John's International, Inc.
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Current Assets 231 M
Cash & Short-Term Investments 40.6 M
Receivables 112 M
Other Current Assets 78.4 M
Non-Current Assets 644 M
Long-Term Investments 12.2 M
PP&E 479 M
Other Non-Current Assets 153 M
Current Liabilities 305 M
Accounts Payable 74.9 M
Short-Term Debt 69.1 M
Other Current Liabilities 161 M
Non-Current Liabilities 1.01 B
Long-Term Debt 933 M
Other Non-Current Liabilities 80.6 M
EFFICIENCY
Earnings Waterfall Papa John's International, Inc.
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Revenue 2.14 B
Cost Of Revenue 1.78 B
Gross Profit 357 M
Operating Expenses 210 M
Operating Income 147 M
Other Expenses 65 M
Net Income 82.1 M
RATIOS
16.74% GROSS MARGIN
16.74%
6.89% OPERATING MARGIN
6.89%
3.84% NET MARGIN
3.84%
-17.88% ROE
-17.88%
9.38% ROA
9.38%
35.15% ROIC
35.15%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Papa John's International, Inc.
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Net Income 82.1 M
Depreciation & Amortization 64.1 M
Capital Expenditures -76.6 M
Stock-Based Compensation 17.9 M
Change in Working Capital 28.8 M
Others 7.96 M
Free Cash Flow 116 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Papa John's International, Inc.
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Wall Street analysts predict an average 1-year price target for PZZA of $67.4 , with forecasts ranging from a low of $45 to a high of $87 .
PZZA Lowest Price Target Wall Street Target
45 USD -4.90%
PZZA Average Price Target Wall Street Target
67.4 USD 42.34%
PZZA Highest Price Target Wall Street Target
87 USD 83.85%
4. DIVIDEND ANALYSIS
0.86% DIVIDEND YIELD
0.46 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Papa John's International, Inc.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
203 K USD 1
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
101 K USD 1
3-6 MONTHS
99.6 K USD 1
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
3 months ago
Aug 14, 2024
Bought 101 K USD
Coleman Christopher L.
Director
+ 2250
44.7466 USD
6 months ago
May 14, 2024
Bought 99.6 K USD
Thanawala Ravi
Interim CEO, and CFO
+ 1900
52.41 USD
8 months ago
Mar 07, 2024
Sell 203 K USD
KOELLNER LAURETTE T
Director
- 2886
70.2095 USD
2 years ago
Aug 25, 2022
Sell 53.7 K USD
Boakye Marvin
Chief People & Diversity Ofc
- 624
86.0353 USD
2 years ago
Aug 25, 2022
Sell 199 K USD
Boakye Marvin
Chief People & Diversity Ofc
- 2326
85.4481 USD
2 years ago
Nov 29, 2021
Sell 16.1 K USD
KIRTLEY OLIVIA F
Director
- 125
129.13 USD
2 years ago
Nov 29, 2021
Sell 478 K USD
KIRTLEY OLIVIA F
Director
- 3725
128.23 USD
2 years ago
Nov 19, 2021
Sell 8.56 K USD
Swaysland Jack H
COO, International
- 64
133.76 USD
2 years ago
Nov 19, 2021
Sell 524 K USD
Swaysland Jack H
COO, International
- 3936
133.0072 USD
2 years ago
Nov 24, 2021
Sell 40.2 K USD
Lynch Robert
President and CEO
- 300
133.95 USD
2 years ago
Nov 24, 2021
Sell 1.63 M USD
Lynch Robert
President and CEO
- 12200
133.4592 USD
2 years ago
Nov 19, 2021
Sell 532 K USD
Swaysland Jack H
COO, International
- 4000
133.0193 USD
3 years ago
Aug 19, 2021
Sell 38.7 M USD
Smith Jeffrey C
Director
- 317124
122 USD
3 years ago
Aug 19, 2021
Sell 13.3 M USD
Smith Jeffrey C
Director
- 108989
122 USD
3 years ago
Aug 19, 2021
Sell 12.8 M USD
Smith Jeffrey C
Director
- 104544
122 USD
3 years ago
Aug 19, 2021
Sell 7.24 M USD
Smith Jeffrey C
Director
- 59377
122 USD
3 years ago
Aug 19, 2021
Sell 5.46 M USD
Smith Jeffrey C
Director
- 44734
122 USD
3 years ago
Aug 19, 2021
Sell 4.1 M USD
Smith Jeffrey C
Director
- 33573
122 USD
3 years ago
Aug 19, 2021
Sell 3.86 M USD
Smith Jeffrey C
Director
- 31659
122 USD
3 years ago
Aug 19, 2021
Sell 35.5 M USD
Smith Jeffrey C
Director
- 317124
112 USD
3 years ago
Aug 19, 2021
Sell 12.2 M USD
Smith Jeffrey C
Director
- 108989
112 USD
3 years ago
Aug 19, 2021
Sell 11.7 M USD
Smith Jeffrey C
Director
- 104544
112 USD
3 years ago
Aug 19, 2021
Sell 6.65 M USD
Smith Jeffrey C
Director
- 59377
112 USD
3 years ago
Aug 19, 2021
Sell 5.01 M USD
Smith Jeffrey C
Director
- 44734
112 USD
3 years ago
Aug 19, 2021
Sell 3.76 M USD
Smith Jeffrey C
Director
- 33573
112 USD
3 years ago
Aug 19, 2021
Sell 3.55 M USD
Smith Jeffrey C
Director
- 31659
112 USD
3 years ago
Aug 12, 2021
Sell 250 K USD
Norberg James
COO, North America
- 2000
125 USD
3 years ago
Aug 11, 2021
Sell 831 K USD
Oyler Caroline Miller
Chief Legal & Risk Officer
- 6863
121.06 USD
3 years ago
Jul 06, 2021
Sell 755 K USD
Swaysland Jack H
COO, International
- 7246
104.15 USD
3 years ago
Nov 30, 2020
Sell 1.14 M USD
KIRTLEY OLIVIA F
Director
- 14138
80.4246 USD
4 years ago
Aug 12, 2020
Sell 124 K USD
Coke Steven R
VP, IR and Strategy
- 1290
96 USD
4 years ago
Aug 13, 2020
Sell 143 K USD
Coke Steven R
VP, IR and Strategy
- 1460
98 USD
4 years ago
Aug 12, 2020
Sell 617 K USD
Oyler Caroline Miller
Chief Legal & Risk Officer
- 6418
96.0964 USD
4 years ago
Aug 13, 2020
Sell 818 K USD
Swaysland Jack H
COO, International
- 8461
96.6754 USD
4 years ago
Aug 12, 2020
Sell 78.8 K USD
Swaysland Jack H
COO, International
- 816
96.5252 USD
4 years ago
Aug 13, 2020
Sell 1.01 M USD
Swaysland Jack H
COO, International
- 10525
95.9333 USD
4 years ago
Jun 04, 2020
Sell 117 K USD
Swaysland Jack H
COO, International
- 1420
82.0701 USD
7. News
Papa John's downgraded to Sector Weight from Overweight at KeyBanc KeyBanc analyst Eric Gonzalez downgraded Papa John's to Sector Weight from Overweight without a price target. The firm says its industry conversations at the Restaurant Finance and Development Conference suggest a recovery in Papa John's sales trends and store-level profitability metrics could take longer than previously expected, and potentially require reinvestment on the part of the company and its franchisees. The fourth quarter is shaping up to be another difficult period for the brand, the analyst tells investors in a research note. https://thefly.com - 2 days ago
Papa Johns and Aviation American Gin are Spicing Up the Cocktail Scene with the ‘Cini Tini' Papa Johns Canada teams up with Aviation American Gin to shake up National Happy Hour Day – unveiling a pepperoncini gin martini – the ‘Cini Tini. globenewswire.com - 4 days ago
Papa Johns and Aviation American Gin are Spicing Up the Cocktail Scene With the ‘Cini Tini' ATLANTA--(BUSINESS WIRE)--Papa Johns teams up with Aviation American Gin to shake up National Happy Hour Day – unveiling a pepperoncini gin martini – the ‘Cini Tini. The ‘Cini Tini is more than just a cocktail – it's a curated experience that captures the essence of both Papa Johns and Aviation American Gin. Set to spice up a cozy fall night in by combining the tangy kick of Papa Johns iconic pepperoncini with the smooth, crisp, botanical notes of Aviation American Gin. “The pepperoncini is an. businesswire.com - 4 days ago
Papa John's International, Inc. (PZZA) Q3 2024 Earnings Call Transcript Papa John's International, Inc. (NASDAQ:PZZA ) Q3 2024 Earnings Conference Call November 7, 2024 8:00 AM ET Company Participants Stacy Frole - Vice President, Investor Relations Todd Penegor - President and Chief Executive Officer Ravi Thanawala - Chief Financial Officer and Executive Vice President, International Conference Call Participants Eric Gonzalez - KeyBanc Capital Markets Brian Bittner - Oppenheimer Andrew Strelzik - BMO Capital Markets Chris O'Coll - Stifel Financial Group Sarah Senatori - Bank of America Peter Saleh - BCIG Brian Mullen - Piper Sandler Dennis Geiger - UBS Jim Salera - Stephens Inc Jim Sanderson - Northcoast Research Operator Thank you for standing by and welcome to Papa John's Third Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode. seekingalpha.com - 1 week ago
Papa John's Q3 Earnings & Revenues Beat, Both Dip Y/Y, Comps Decline PZZA's third-quarter fiscal 2024 results reflect a challenging consumer environment, attributed to lower sales volume. zacks.com - 1 week ago
Papa John's (PZZA) Reports Q3 Earnings: What Key Metrics Have to Say Although the revenue and EPS for Papa John's (PZZA) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. zacks.com - 1 week ago
Papa John's (PZZA) Surpasses Q3 Earnings and Revenue Estimates Papa John's (PZZA) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.53 per share a year ago. zacks.com - 1 week ago
Papa John's stock zigzags after revenue tops estimates while profit matches Pizza chain says it's still operating in a challenging consumer environment. marketwatch.com - 1 week ago
Papa Johns Announces Jenna Bromberg as Chief Marketing Officer ATLANTA--(BUSINESS WIRE)--Papa John's International, Inc. (NASDAQ: PZZA) (“Papa Johns®”) today announced the appointment of Jenna Bromberg to Chief Marketing Officer, effective Nov. 14. A recognized industry expert known for transformative brand campaigns and deep consumer insights, Bromberg brings a unique blend of quick-service restaurant and modern retail marketing expertise to the role. “Jenna's track record of building strong brands and driving innovative marketing campaigns makes her the. businesswire.com - 1 week ago
Papa John's Gears Up for Q3 Earnings: What's in the Offing? PZZA's third-quarter 2024 results are likely to be hurt by disappointing comparable sales. zacks.com - 1 week ago
Why Papa John's (PZZA) is Poised to Beat Earnings Estimates Again Papa John's (PZZA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report. zacks.com - 1 week ago
Papa Johns Declares Quarterly Dividend LOUISVILLE, Ky.--(BUSINESS WIRE)--Papa John's International, Inc. (Nasdaq: PZZA) today announced that the Board of Directors has declared a quarterly dividend of $0.46 per common share, payable November 29, 2024, to shareholders of record at the close of business on November 18, 2024. At this quarterly dividend rate, the annual dividend is equivalent to $1.84 per common share. About Papa Johns Papa John's International, Inc. (NASDAQ: PZZA) opened its doors in 1984 with one goal in mind: BETTER. businesswire.com - 2 weeks ago
8. Profile Summary

Papa John's International, Inc. PZZA

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COUNTRY US
INDUSTRY Restaurants
MARKET CAP $ 1.54 B
Dividend Yield 0.86%
Description Papa John's International, Inc. operates and franchises pizza delivery and carryout restaurants under the Papa John's trademark in the United States and internationally. It operates through four segments: Domestic Company-Owned Restaurants, North America Commissaries, North America Franchising, and International Operations. The company also operates dine-in and delivery restaurants under the Papa John's trademark internationally. As of December 26, 2021, it operated 5,650 Papa John's restaurants, which included 600 company-owned and 5,050 franchised restaurants in 50 countries and territories. The company was founded in 1984 and is based in Louisville, Kentucky.
Contact 2002 Papa John’s Boulevard, Louisville, KY, 40299-2367 https://www.papajohns.com
IPO Date June 8, 1993
Employees 13200
Officers Mr. Christopher K. Collins Vice President of Tax & Treasury Mr. Todd Allan Penegor President, Chief Executive Officer & Director Mr. Joe Sieve Chief Restaurant & Development Officer Mr. John Kevin Vasconi Chief Digital & Technology officer Mr. Elias Reyna Chief People & Diversity Officer Mr. Ravi Thanawala Chief Financial Officer & Principal Accounting Officer and EVice President International Ms. Caroline Miller Oyler Chief Legal & Risk Officer and Corporate Secretary Ms. Stacy Frole Vice President of Investor Relations Ms. Madeline Chadwick Chief Corporate Affairs Officer Mr. Patrick Coelho Senior Vice President of Development