Cannae Holdings, Inc. (CNNE) vs Papa John's International, Inc. (PZZA)

Cannae Holdings, Inc. and Papa John's International, Inc. are both Restaurants companies. Cannae Holdings, Inc. and Papa John's International, Inc. are of similar size ($675.3M and $673.6M). Cannae Holdings, Inc. has negative trailing earnings, so its P/E is not meaningful; Papa John's International, Inc. trades at 24.1×. Papa John's International, Inc. grew revenue faster over the last twelve months: −5.65% against −6.54%. Papa John's International, Inc. has the higher net margin (1.34% vs −38.2%) and the higher return on invested capital (18.6% vs −8.02%). Across the 18 metrics below, Papa John's International, Inc. leads on 15 and Cannae Holdings, Inc. on 3.

Valuation

Metric CNNE PZZA Restaurants median
P/E n/m 24.14 22.14
P/S 1.68 0.33 0.91
P/B 0.75 n/m 2.01
Price to free cash flow n/m 25.21 19.41
EV/EBITDA n/m 7.77 11.48
EV/Sales 1.66 0.70 1.20
Earnings yield (19.15%) 4.14% 2.30%
Free cash flow yield (16.08%) 3.97% 3.92%

Profitability

Metric CNNE PZZA Restaurants median
Gross margin 15.47% 28.73% 38.77%
Operating margin (28.44%) 4.30% 4.30%
Net margin (38.18%) 1.34% 1.85%
Free cash flow margin (10.62%) 1.30% 3.12%
Return on equity (13.75%) (6.16%) 3.07%
Return on assets (10.25%) 3.12% 1.50%
Return on invested capital (8.02%) 18.60% 3.14%

Growth

Metric CNNE PZZA Restaurants median
Revenue growth (TTM) (6.54%) (5.65%) 5.16%
EPS growth (last fiscal year) (91.97%) (64.57%) —
Revenue growth, 5-year CAGR (6.27%) 2.52% 10.57%
Net income growth, 5-year CAGR 0.00% (6.66%) 0.00%

Health

Metric CNNE PZZA Restaurants median
Debt to equity 0.07 (1.71) 0.10
Current ratio 1.24 0.83 0.81
Net debt to EBITDA 1.27 3.91 0.43

Dividend

Metric CNNE PZZA Restaurants median
Dividend yield — 2.32% 2.32%
Payout ratio 0.00 0.80 0.00

Size

Metric CNNE PZZA Restaurants median
Market cap 673.60m 675.28m 482.66m

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