PAPA JOHNS INTERNATIONAL INC(PZZA)Stock Analysis
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Rank #1,779 of 2,879 stocks
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
PZZA Stock Analysis & AI Quality Score
AI stock analysis and institutional research for PAPA JOHNS INTERNATIONAL INC (PZZA), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores PZZA at 44.3/100 on a 32-signal composite quality model, placing it at rank #1,779 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include earnings quality (10.6) and revenue growth (29.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), PAPA JOHNS INTERNATIONAL INC reports quarterly revenue of $478.6M, net income of $7.3M, an operating margin of 4.3%. Top institutional holders of PZZA by reported 13-F value include BlackRock,, BRANDES INVESTMENT PARTNERS,, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. PZZA trades on the Nasdaq exchange and files with the SEC under CIK 901491. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PZZA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for PAPA JOHNS INTERNATIONAL INC directly from SEC EDGAR. PAPA JOHNS INTERNATIONAL INC's 13F Pro composite quality score has ranged between 44 and 63 since 2021, currently 44.3 — a declining long-term trajectory across 25 quarterly and live scoring snapshots.
Revenue
Q1 2026
$478.6M
Net Income
Q1 2026
$7.3M
Free Cash Flow
Q1 2026
$-6.2M
Operating Margin
Q1 2026
4.3%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-0.3% YoYNet Income
-63.4% YoYOperating Income
-43.1% YoYEPS (Diluted)
-64.6% YoYTotal Assets
-5.8% YoYTotal Debt
-1.9% YoYOp. Cash Flow
+18.2% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2020 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $2.05B -0.3% | $2.06B -3.6% | $2.14B +1.6% | $2.10B +15.9% | $1.81B +15.2% | $1.57B |
| Net Income | $30.5M -63.4% | $83.5M +1.7% | $82.1M +21.1% | $67.8M +17.0% | $57.9M +2241.6% | $2.5M |
| Operating Income | $89.1M -43.1% | $156.7M +6.5% | $147.1M +35.0% | $109.0M +20.8% | $90.3M +197.1% | $30.4M |
| EPS (Diluted) | $0.90 -64.6% | $2.54 +2.4% | $2.48 +31.2% | $1.89 +47.7% | $1.28 +1500.0% | $0.08 |
| Total Assets | $837.5M -5.8% | $889.0M +1.6% | $875.0M +1.2% | $864.2M -1.0% | $872.8M +46.5% | $595.9M |
| Total Debt | $727.3M -1.9% | $741.6M -2.1% | $757.4M +26.9% | $597.1M +71.4% | $348.3M -43.9% | $621.1M |
| Operating Cash Flow | $126.0M +18.2% | $106.6M -44.8% | $193.1M +63.9% | $117.8M -36.8% | $186.4M +101.7% | $92.5M |
AI Insight: PZZA Financial Trends
Papa Johns' revenue has declined four consecutive quarters to $479M in Q1 2026, while operating income sits at just $21M — near a multi-quarter low.
• Revenue fell from $531M in Q4 2024 to $479M in Q1 2026, a ~10% decline over five quarters.
• Operating income compressed from $65M in Q3 2024 to $21M in Q1 2026, with operating margin deteriorating sharply.
• Operating cash flow dropped to just $7M in Q1 2026, the weakest reading in the eight-quarter window.
• Total debt has remained range-bound between $726M–$761M; no meaningful deleveraging has occurred.
⚠ Equity deepened to -$449M in Q1 2026 from -$430M in Q4 2024, signaling a quietly deteriorating balance sheet.
⚠ Op CF collapsed to $7M in Q1 2026 vs. $51M in Q4 2024 — debt-service capacity is tightening.
⚠ Whether the revenue decline stabilizes above $479M is the key near-term inflection to monitor.
AI Insight: PZZA Ratio Trends
PZZA's profitability is grinding lower: operating margin has nearly halved from Q3 2024's 12.9% peak to 4.3% in Q1 2026.
• Operating margin collapsed from a Q3 2024 peak of 12.9% to 3.2% in Q3 2025, recovering only partially to 4.3% in Q1 2026.
• ROIC has deteriorated sharply from 88.1% in Q3 2024 to 29.0% in Q1 2026, signaling declining capital efficiency.
• Net profit margin has compressed from 8.2% in Q3 2024 to 1.5% in Q1 2026, leaving virtually no earnings cushion.
⚠ Q3 2024's outsized metrics (OpMargin 12.9%, ROIC 88.1%) appear anomalous; confirm whether driven by a one-off gain masking underlying weakness.
⚠ ROA dropped to 2.1% in Q3 2025 — the weakest quarter in the dataset — before a modest bounce to 3.5% in Q1 2026.
⚠ D/E data is entirely absent; leverage picture is opaque for a franchise operator with likely significant debt obligations.
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Available Research
13F Pro tracks comprehensive data for PAPA JOHNS INTERNATIONAL INC including:
Top Institutional Holders of PZZA
BlackRock, Inc.
$156.2M4,819,858 shBRANDES INVESTMENT PARTNERS, LP
$85.3M2,632,804 shVANGUARD PORTFOLIO MANAGEMENT LLC
$61.8M1,906,115 shEARNEST PARTNERS LLC
$61.7M1,902,194 shIrth Capital Management LP
$52.8M1,628,503 shBANK OF AMERICA CORP /DE/
$47.9M1,479,098 shVANGUARD CAPITAL MANAGEMENT LLC
$45.5M1,404,388 shSTATE STREET CORP
$40.3M1,243,472 shSEI INVESTMENTS CO
$35.0M1,079,272 shQuinn Opportunity Partners LLC
$34.8M1,074,651 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $156.2M | 4,819,858 |
| BRANDES INVESTMENT PARTNERS, LP | $85.3M | 2,632,804 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $61.8M | 1,906,115 |
| EARNEST PARTNERS LLC | $61.7M | 1,902,194 |
| Irth Capital Management LP | $52.8M | 1,628,503 |
| BANK OF AMERICA CORP /DE/ | $47.9M | 1,479,098 |
| VANGUARD CAPITAL MANAGEMENT LLC | $45.5M | 1,404,388 |
| STATE STREET CORP | $40.3M | 1,243,472 |
| SEI INVESTMENTS CO | $35.0M | 1,079,272 |
| Quinn Opportunity Partners LLC | $34.8M | 1,074,651 |
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Popular Research
Is PZZA a good stock to buy?
13F Pro's AI-powered analysis of PAPA JOHNS INTERNATIONAL INC (PZZA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PZZA are available on the PZZA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own PZZA?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PZZA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of PAPA JOHNS INTERNATIONAL INC's investment landscape.