Professional
Added to YB: 2025-03-05
Pitch date: 2025-03-04
PZZA [bullish]
Papa John's International, Inc.
-7.99%
current return
Author Info
The Lion's Roar is searching for the next long/short idea. Primarily US, SMID cap focused, but looking for value everywhere. 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
$45.01
Price Target
N/A
Dividend
4.37%
EV/EBITDA
9.29
P/E
37.03
EV/Sales
1.11
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Three Interesting Setups - Papa John's International, Inc.
PZZA: Potential buyout at $43/share drove stock to $50, but director exit suggests deal unlikely. Turnaround play post-deal break: new CEO, improving SSS in 2H25, 34% EPS growth in 2026, 11.5x 2027 P/E at $38. Low-hanging fruit: app upgrade, labor efficiency, franchisee ROI boost. DPZ-like turnaround possible.
Read full article (2 min)