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Consumer Cyclical - Restaurants - NASDAQ - US
$ 35.15
-3.25 %
$ 1.15 B
Market Cap
13.84
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one PZZA stock under the worst case scenario is HIDDEN Compared to the current market price of 35.1 USD, Papa John's International, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one PZZA stock under the base case scenario is HIDDEN Compared to the current market price of 35.1 USD, Papa John's International, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one PZZA stock under the best case scenario is HIDDEN Compared to the current market price of 35.1 USD, Papa John's International, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart PZZA

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$60.0$60.0$55.0$55.0$50.0$50.0$45.0$45.0$40.0$40.0$35.0$35.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
2.06 B REVENUE
-3.57%
157 M OPERATING INCOME
6.50%
84.2 M NET INCOME
2.56%
107 M OPERATING CASH FLOW
-44.77%
-17.3 M INVESTING CASH FLOW
76.91%
-91.7 M FINANCING CASH FLOW
26.12%
531 M REVENUE
4.73%
29.5 M OPERATING INCOME
-54.73%
15 M NET INCOME
-64.20%
50.7 M OPERATING CASH FLOW
264.39%
-24.8 M INVESTING CASH FLOW
-79.25%
-5.09 M FINANCING CASH FLOW
90.24%
Balance Sheet Papa John's International, Inc.
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Current Assets 231 M
Cash & Short-Term Investments 38 M
Receivables 115 M
Other Current Assets 77.2 M
Non-Current Assets 658 M
Long-Term Investments 0
PP&E 486 M
Other Non-Current Assets 172 M
4.27 %12.99 %8.68 %54.72 %19.34 %Total Assets$889.0m
Current Liabilities 278 M
Accounts Payable 61.8 M
Short-Term Debt 33 M
Other Current Liabilities 183 M
Non-Current Liabilities 1.02 B
Long-Term Debt 196 M
Other Non-Current Liabilities 828 M
4.75 %14.06 %15.08 %63.57 %Total Liabilities$1.3b
EFFICIENCY
Earnings Waterfall Papa John's International, Inc.
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Revenue 2.06 B
Cost Of Revenue 1.48 B
Gross Profit 581 M
Operating Expenses 424 M
Operating Income 157 M
Other Expenses 72.5 M
Net Income 84.2 M
3b3b2b2b2b2b1b1b500m500m002b(1b)581m(424m)157m(73m)84mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
28.21% GROSS MARGIN
28.21%
7.61% OPERATING MARGIN
7.61%
4.05% NET MARGIN
4.05%
-20.16% ROE
-20.16%
9.37% ROA
9.37%
17.95% ROIC
17.95%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Papa John's International, Inc.
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160m160m140m140m120m120m100m100m80m80m60m60m40m40m20m20m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 84.2 M
Depreciation & Amortization 69.4 M
Capital Expenditures -72.5 M
Stock-Based Compensation 9.59 M
Change in Working Capital -34.4 M
Others -43.9 M
Free Cash Flow 34.1 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 $57.7 , with forecasts ranging from a low of $40 to a high of $75 .
PZZA Lowest Price Target Wall Street Target
40 USD 13.80%
PZZA Average Price Target Wall Street Target
57.7 USD 64.23%
PZZA Highest Price Target Wall Street Target
75 USD 113.37%
Price
Max Price Target
Min Price Target
Average Price Target
757570706565606055555050454540403535May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
1.16% DIVIDEND YIELD
0.46 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
2.0002.0001.8001.8001.6001.6001.4001.4001.2001.2001.0001.0000.8000.8000.6000.6000.4000.4000.2000.2000.0000.0000.140.1750.20.2250.2250.2250.2250.350.420.460.460.140.1750.20.2250.2250.2250.2250.350.420.460.1750.20.2250.2250.2250.2250.350.420.460.460.1750.630.20.750.2250.850.2250.900.2250.900.2250.900.351.150.421.540.461.760.461.840.462015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 13
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
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
101 K USD 1
6-9 MONTHS
99.6 K USD 1
9-12 MONTHS
7. News
Papa John's Boosts Digital Offerings With Google Cloud Partnership PZZA leverages Google's AI tools to assess customer preferences, deliver personalized promotions and simplify the ordering process. zacks.com - 2 weeks ago
Papa Johns and Google Cloud Team Up to Deliver AI-Powered Pizza Experiences Google Cloud will help elevate the Papa Johns customer experience by anticipating personal cravings and optimizing delivery routes, among other AI-powered upgrades ATLANTA and SUNNYVALE, Calif. , April 3, 2025 /PRNewswire/ -- Google Cloud today announced an expanded multi-year partnership with Papa Johns to revolutionize the pizza maker's ordering and delivery experience using the power of artificial intelligence (AI). prnewswire.com - 2 weeks ago
Papa Johns to Report First Quarter Results on May 8, 2025 LOUISVILLE, Ky.--(BUSINESS WIRE)--Papa John's International, Inc. (Nasdaq: PZZA) (“Papa Johns©”) will release its first quarter financial results before the market opens on Thursday, May 8, 2025, with a conference call to follow discussing these results at 8:00 a.m. ET. Participants on the call will include Todd Penegor, President and Chief Executive Officer, Ravi Thanawala, Chief Financial Officer and EVP, International, and Heather Hollander, SVP of Strategy, Investor Relations and Financial. businesswire.com - 2 weeks ago
Papa Johns Announces Completion of Amended Credit Facilities, Further Strengthening Financial Foundation to Support Execution of Strategic Objectives LOUISVILLE, Ky.--(BUSINESS WIRE)--Papa Johns International, Inc. (Nasdaq: PZZA) (“Papa Johns®”) (the “Company”) today announced that it has completed the closing of an amended credit agreement in a transaction that provides the Company with additional liquidity and strengthens its overall financial profile. With this agreement, the Company is well positioned to continue executing on its strategic priorities aimed at improving sales, identifying opportunities to ensure the restaurant economic mo. businesswire.com - 3 weeks ago
Papa John's: Another Correction Is Just Too Much 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. seekingalpha.com - 1 month ago
We're back in the right position in terms of value with the consumer, says Papa John's CEO Papa John's President and CEO Todd Penegor joins 'Mad Money' host Jim Cramer to talk quarterly results, consumer trends, commodity costs and more. youtube.com - 1 month ago
Papa John's CEO Todd Penegor goes one-on-one with Jim Cramer Papa John's President and CEO Todd Penegor joins 'Mad Money' host Jim Cramer to talk quarterly results, consumer trends, commodity costs and more. youtube.com - 1 month ago
Papa John's: Papa Rewards Overhaul Already Paying Off 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. seekingalpha.com - 1 month ago
Papa John's Q4 Earnings & Revenues Beat Estimates, Comps Down PZZA's fourth-quarter fiscal 2024 results reflect lower International and Domestic company-owned restaurant sales due to lower comparable sales and transaction volumes. zacks.com - 1 month ago
Papa Johns Tops Q4 Estimates as CEO Touts Progress in Taking Market Share Papa Johns (PZZA) topped earnings estimates for the fourth quarter on Thursday, with the pizza maker saying it has seen good progress in its efforts to gain market share. investopedia.com - 1 month ago
Papa John's (PZZA) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates The headline numbers for Papa John's (PZZA) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals. zacks.com - 1 month ago
Papa John's International, Inc. (PZZA) Q4 2024 Earnings Call Transcript Papa John's International, Inc. (NASDAQ:PZZA ) Q4 2024 Earnings Conference Call February 27, 2025 8:00 AM ET Company Participants Stacy Frole - Vice President, Investor Relations Todd Penegor - President and CEO Ravi Thanawala - Executive Vice President, International and CFO Conference Call Participants Jim Salera - Stephens Sarah Senatori - Bank of America Brian Bittner - Oppenheimer Lauren Silverman - Deutsche Bank Brian Mullen - Piper Sandler Peter Saleh - BTIG Eric Gonzalez - KeyBanc Todd Brooks - The Benchmark Company Jim Sanderson - Northcoast Research Operator Good day. And welcome to Papa John's Fourth Quarter 2024 Earnings Conference Call. seekingalpha.com - 1 month ago
8. Profile Summary

Papa John's International, Inc. PZZA

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COUNTRY US
INDUSTRY Restaurants
MARKET CAP $ 1.15 B
Dividend Yield 1.16%
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 11400
Officers Mr. Ravi Thanawala Chief Financial Officer & Principal Accounting Officer and EVice President International Ms. Stacy Frole Vice President of Investor Relations Ms. Jenna Bromberg Chief Marketing Officer Mr. Todd Allan Penegor President, Chief Executive Officer & Director Ms. Caroline Miller Oyler Chief Legal & Risk Officer and Corporate Secretary Mr. John Kevin Vasconi Chief Digital & Technology officer Mr. Joseph Sieve Chief Restaurant & Global Development Officer Mr. Patrick Coelho Senior Vice President of Development Mr. Elias Reyna Chief People & Diversity Officer Ms. Madeline Chadwick Chief Corporate Affairs Officer