1.25%
-8.57%
-28.39%
-10.11%
-47.73%
-68.14%
-38.38%
AI Spotlight on PZZA
Company 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.
Market Data
| Last Price | 39.57 |
| Change Percentage | 1.25% |
| Open | 39.08 |
| Previous Close | 39.08 |
| Market Cap ( Millions) | 1292 |
| Volume | 1055259 |
| Year High | 76.91 |
| Year Low | 35.28 |
| M A 50 | 43.23 |
| M A 200 | 48.29 |
Financial Ratios
| FCF Yield | 3.82% |
| Dividend Yield | 4.65% |
| ROE | -21.09% |
| Debt / Equity | -231.51% |
| Net Debt / EBIDTA | 378.38% |
| Price To Book | -3.12 |
| Price Earnings Ratio | 13.67 |
| Price To FCF | 26.17 |
| Price To sales | 0.62 |
| EV / EBITDA | 8.97 |
News
- Jan -28 - Papa Johns to Report Fourth Quarter and Full Year 2024 Results on February 27, 2025
- Jan -27 - Papa Johns Declares Quarterly Dividend
- Jan -14 - PZZA Issues Q4 Update: Unit Growth Clouded by Soft Sales & Weak Comps
- Jan -06 - Papa John's: One Of The Ugly Ducklings Of 2024 With +30% Safety Margin
- Jan -04 - After delays, Papa John's targets 2025 for India entry
- Jan -03 - U.S. pizza chain Papa John's targets 2025 India re-entry after delay
- Dec -12 - Reminder: Papa Johns Hosting Analyst and Investor Meeting Today
- Dec -09 - Is Papa John's Ready to Rise Again?
- Nov -29 - Here's Why You Should Retain Papa John's Stock in Your Portfolio Now
- Nov -21 - Papa John's: Sharpening The Value Perception And Enhancing 1P Channels
- Nov -14 - Papa John's downgraded to Sector Weight from Overweight at KeyBanc
- Nov -12 - Papa Johns and Aviation American Gin are Spicing Up the Cocktail Scene with the ‘Cini Tini'
- Nov -12 - Papa Johns and Aviation American Gin are Spicing Up the Cocktail Scene With the ‘Cini Tini'
- Nov -08 - Papa John's International, Inc. (PZZA) Q3 2024 Earnings Call Transcript
- Nov -07 - Papa John's Q3 Earnings & Revenues Beat, Both Dip Y/Y, Comps Decline
- Nov -07 - Papa John's (PZZA) Reports Q3 Earnings: What Key Metrics Have to Say
- Nov -07 - Papa John's (PZZA) Surpasses Q3 Earnings and Revenue Estimates
- Nov -07 - Papa John's stock zigzags after revenue tops estimates while profit matches
- Nov -07 - Papa Johns Announces Jenna Bromberg as Chief Marketing Officer
- Nov -06 - Papa John's Gears Up for Q3 Earnings: What's in the Offing?
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> North America Commissaries
Expected Growth : 2.5 %
What the company do ?
North America Commissaries from Papa John's International, Inc. refers to the company's food production and distribution centers that supply ingredients and prepared food products to its franchisees and corporate-owned restaurants in North America.
Why we expect these perspectives ?
Papa John's North America Commissaries' 2.5% growth driven by increasing demand for convenience and quality food, expansion of online ordering and delivery services, and strategic partnerships with third-party aggregators. Additionally, the company's focus on menu innovation, marketing efforts, and operational efficiencies contribute to the growth.
Segment n°2 -> Domestic Company-owned Restaurants
Expected Growth : 1.8 %
What the company do ?
Domestic Company-owned Restaurants from Papa John's International, Inc. refers to the pizza restaurants owned and operated by Papa John's in the United States.
Why we expect these perspectives ?
Papa John's domestic company-owned restaurants' 1.8% growth is driven by increased same-store sales, successful marketing campaigns, and strategic menu pricing. Additionally, the company's focus on digital transformation, including online ordering and mobile app enhancements, has contributed to the growth. Furthermore, the brand's efforts to improve customer experience and loyalty programs have also positively impacted sales.
Segment n°3 -> All Others
Expected Growth : 1.2 %
What the company do ?
All Others from Papa John's International, Inc. refers to the company's revenue generated from sales of other products and services, excluding pizza, online and mobile ordering fees, and other revenue streams.
Why we expect these perspectives ?
All Others segment from Papa John's International, Inc. grew 1.2% driven by increased sales from online ordering and mobile apps, expansion of delivery services, and strategic partnerships. Additionally, the company's focus on digital marketing and customer loyalty programs contributed to the growth.
Segment n°4 -> International
Expected Growth : 2.2 %
What the company do ?
Papa John's International, Inc. is a global pizza restaurant chain with over 5,000 locations in 45 countries, offering a variety of pizzas and sides.
Why we expect these perspectives ?
Papa John's International, Inc.'s 2.2% international growth is driven by increasing demand for convenience food, expansion into new markets, and strategic partnerships. Additionally, the company's focus on digital transformation, menu innovation, and customer experience enhancements are contributing to its growth momentum.
Segment n°5 -> North America Franchising
Expected Growth : 2.8 %
What the company do ?
North America Franchising from Papa John's International, Inc. offers a business model for entrepreneurs to operate Papa John's pizza restaurants in the US and Canada.
Why we expect these perspectives ?
Papa John's North America Franchising growth of 2.8% is driven by increasing same-store sales, expansion of digital ordering capabilities, and strategic marketing efforts. Additionally, the company's focus on improving customer experience, menu innovation, and loyalty programs contribute to the growth. Furthermore, the brand's reputation for quality and convenience also supports the segment's growth.
Papa John'S International, Inc. Products
| Product Range | What is it ? |
|---|---|
| Papa John's Pizza | Hand-tossed, fresh, and high-quality pizzas made with 100% real cheese and a variety of toppings |
| Sides | Variety of sides including garlic knots, breadsticks, and chicken wings |
| Desserts | Sweet treats like chocolate chip cookies and brownies |
| Beverages | Soft drinks, iced tea, and bottled water |
| Delivery and Carryout | Convenient delivery and carryout options for customers |
| Catering | Customizable catering options for events and parties |
Papa John's International, Inc.'s Porter Forces
Threat Of Substitutes
Papa John's faces moderate threat from substitutes as customers have various alternatives for pizza, including cooking at home, ordering from other restaurants, or purchasing pre-made pizzas from grocery stores.
Bargaining Power Of Customers
Papa John's customers have high bargaining power due to the competitive nature of the pizza industry, allowing them to easily switch to competitors if they are not satisfied with the product or service.
Bargaining Power Of Suppliers
Papa John's suppliers have low bargaining power due to the company's large scale of operations and ability to negotiate favorable prices with suppliers.
Threat Of New Entrants
The threat of new entrants is low for Papa John's due to the high barriers to entry in the pizza industry, including the need for significant capital investment and established brand recognition.
Intensity Of Rivalry
The intensity of rivalry in the pizza industry is high, with Papa John's competing against established brands such as Domino's and Pizza Hut, as well as smaller, regional players.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 238.52% |
| Debt Cost | 5.80% |
| Equity Weight | -138.52% |
| Equity Cost | 9.73% |
| WACC | 0.36% |
| Leverage | -172.19% |
Papa John's International, Inc. : Quality Control
Papa John's International, Inc. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| CAKE | The Cheesecake Factory Incorporated operates restaurants. It operates two bakeries that produces cheesecakes and other baked products for its restaurants, international licensees, third-party bakery customers, external foodservice operators, retailers, and … |
| FAT | FAT Brands Inc., a multi-brand franchising company, acquires, develops, and manages quick service, fast casual, casual dining, and polished casual dining restaurant concepts worldwide. As of August 22, 2022, it … |
| JACK | Jack in the Box Inc. operates and franchises Jack in the Box quick-service restaurants. As of November 23, 2021, it operated and franchised approximately 2,200 Jack in the Box quick-service … |
| BLMN | Bloomin' Brands, Inc., through its subsidiaries, owns and operates casual, upscale casual, and fine dining restaurants in the United States and internationally. The company operates through two segments, U.S. and … |
| LOCO | El Pollo Loco Holdings, Inc., through its subsidiary, El Pollo Loco, Inc., develops, franchises, licenses, and operates quick-service restaurants under the El Pollo Loco name. As of May 04, 2022, … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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El Pollo Loco
A-Score
1-Year Total Return ->
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FAT Brands
A-Score
1-Year Total Return ->
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Jack in the Box
A-Score
1-Year Total Return ->
4
Papa John's
A-Score
1-Year Total Return ->
5
The Cheesecake Factory
A-Score
1-Year Total Return ->
6
