Papa John's International, Inc.
$20.26+0.8%YTD-48.2%1Y-58.1%
Price updated 12m ago·X counts updated 2d ago
On X
The complete picture of $PZZA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.
52X posts · last 7 days
Chatter Meter
1×
How loud $PZZA's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 79% of tracked names.
AI verdictAI analysisGenerated by AI from underlying data
TickerTalks' own read on what's driving $PZZA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Restaurants sits in its cycle right now — and what that implies for $PZZA.
Restaurants
No material change from last week — Value-trade-down sustains QSR at casual dining's expense.
What this means for $PZZA
Neutral — Global pizza delivery and takeout franchisor operating and licensing Papa John's branded restaurants across 50+ countries.
Industry benchmark
18-name peer basket
+1.8%YTD
-10.3%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
30.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
9.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
4.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
4.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
-6.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
23.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
-0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.46$0.45+3.0%
Q1 2026May 7, 2026$0.32$0.40-20.0%
Q4 2025Feb 26, 2026$0.34$0.33+3.0%
Q3 2025Nov 6, 2025$0.32$0.40-20.0%
Next earningsThu, Nov 5·consensus EPS $0.17
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$482.4M-8.8%29.7%4.8%$0.25$15.8M
Q1 FY26$478.6M-7.7%28.8%5.0%$0.21$-6.3M
Q4 FY25$498.2M-6.1%15.5%3.5%$0.21$5.9M
Q3 FY25$508.2M+0.3%19.2%3.2%$0.14$18.9M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$1.9B$1.9B – $2.0B$1.19$1.10 – $1.4211
FY27$1.8B$1.8B – $1.9B$1.35$1.07 – $1.6611
FY28$1.8B$1.8B – $1.9B$1.54$1.47 – $1.623
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.2%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-18.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-38.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatLow float · 32.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.065-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
8-KPress release / Reg FDAug 258-K — Item 7.01: Press release / Reg FD
AI summary
8-KOfficer or director changeJun 308-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary
8-KShareholder voteMay 68-K — Item 5.07: Shareholder vote
+ 11 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 11-K) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Deadline Alert: Papa John's International, Inc. (PZZA) Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP About Securities Fraud LawsuitPZZA DEADLINE ALERT: Faruqi & Faruqi, LLP Reminds Papa John's (PZZA) Investors of Securities Class Action Lawsuit Deadline on November 2, 2026PZZA Shareholder Alert: Investors With Losses May Seek to Lead the Class Action in Papa John's International Securities Lawsuit - Contact Levi & KorsinskyShareholders who lost money in shares of acquired Papa John's International, Inc. (NASDAQ: PZZA) should contact Wolf Haldenstein ImmediatelyROSEN, NATIONALLY REGARDED INVESTOR COUNSEL, Encourages Papa John's International, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - PZZA
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