Added to YB: 2025-10-16
Pitch date: 2025-10-15
PZZA [bullish]
Papa John's International, Inc.
-20.67%
current return
Author Info
Hidden Rock Capital is an investment advisor unearthing asymmetric investment opportunities hiding in plain sight. Sign up for the newsletter.
Company Info
Papa John's International, Inc. operates and franchises pizza delivery and carryout restaurants under the Papa Johns trademark in the United States, Canada, and internationally.
Market Cap
$1.4B
Pitch Price
$52.20
Price Target
64.00 (+55%)
Dividend
4.37%
EV/EBITDA
9.29
P/E
37.03
EV/Sales
1.11
Sector
Hotels, Restaurants and Leisure
Category
special_situation
Special Situation Offering Some Serious Dough - Papa John's International, Inc.
PZZA: Apollo reportedly bidding $64/share (50% premium), up from June's $60 offer. Stock at $49 suggests 30-35% upside if accepted, ~15% downside risk if rejected. 2:1 reward/risk ratio. No controlling shareholder aids acceptance; Irth Capital (5% stake) likely supportive.
Read full article (3 min)