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PZZA

Papa John's International, Inc.

PZZA

NASDAQ·Consumer Cyclical·Restaurants·Mkt cap $1.2B

$35.82

-0.33%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$29.55 - $55.74

P/E

43.16

Fwd P/E

24.20

Beta

1.13

Div Yield

5.12%

Avg Vol

1.1M

Shares Out

32.9M

Mkt Cap

$1.2B

Price action

Price chart

Down 27.9% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Asset-light franchise model with 89% franchised restaurants generating high-margin recurring revenue
  • Strong brand recognition and "Better Ingredients" positioning differentiating from competitors
  • Integrated digital ordering platform and technology infrastructure driving customer acquisition and retention
  • Established supply chain and commissary network supporting franchisee profitability
  • Global presence across 50 countries providing geographic diversification and growth opportunities

Bear Case

2 risks

  • Average volatility.
  • Premium valuation to Restaurants & Food Service peers

Growth

Stable outlook

International expansion in underpenetrated markets with growing pizza consumption

Value

Premium valuation to Restaurants & Food Service peers

Momentum

Stable

+2.7% over 3m

Quality

Stable

Solid business

Dividend

High yield

5.12% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 30, 2026

Q2 26 RECAP

MAY 7, 2026

Reported EPS of $0.32 vs $0.40 consensus (-20.0% surprise). Revenue of $478.6M vs $485.5M expected (-1.4%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-20.0%

Next: Apr 30, 2026

Revenue trend · last 8Q

-7%

+1%

+4%

+0%

-6%

-8%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$507.9M

$506.8M

$530.8M

$518.3M

$529.2M

$508.2M

$498.2M

$478.6M

Margins · last 8Q

Gross

Operating

Profit

3.2%

Wall Street consensus

4 analysts · 50% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

50%

Hold

2

50%

Sell

0%

Median Price Target

Latest: Stephens · May 15, 2026

vs Industry

How PZZA stacks vs Restaurants

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.