Portillo's Inc. (PTLO) vs Papa John's International, Inc. (PZZA)

Portillo's Inc. and Papa John's International, Inc. are both Restaurants companies. Papa John's International, Inc. is the larger, with a market value of $654.8M against $533.1M — 1.2× the size. Papa John's International, Inc. trades at the lower P/E: 26.2× against 29.9×. Portillo's Inc. grew revenue faster over the last twelve months: 4.17% against −8.26%. Portillo's Inc. has the higher net margin (2.25% vs 0.00%) and the lower return on invested capital (3.44% vs 19.1%). Across the 21 metrics below, Portillo's Inc. leads on 12 and Papa John's International, Inc. on 9.

Valuation

Metric PTLO PZZA Restaurants median
P/E 29.91 26.18 26.18
P/S 0.66 0.34 1.11
P/B 0.96 n/m 2.06
Price to free cash flow 39.73 73.59 17.92
EV/EBITDA 9.76 8.09 12.81
EV/Sales 0.94 0.71 1.29
Earnings yield 3.34% 3.82% 2.23%
Free cash flow yield 2.52% 1.36% 3.23%

Profitability

Metric PTLO PZZA Restaurants median
Gross margin 65.34% 28.86% 38.86%
Operating margin 5.30% 4.32% 4.59%
Net margin 2.25% 0.00% 1.83%
Free cash flow margin 1.65% 4.09% 2.47%
Return on equity 3.41% 0.00% 3.72%
Return on assets 1.07% 0.00% 1.10%
Return on invested capital 3.44% 19.05% 3.01%

Growth

Metric PTLO PZZA Restaurants median
Revenue growth (TTM) 4.17% (8.26%) 5.52%
EPS growth (last fiscal year) (41.30%) (64.57%) (5.05%)
Revenue growth, 5-year CAGR 9.96% 2.52% 10.57%
Net income growth, 5-year CAGR 0.00% (6.66%) 0.00%

Health

Metric PTLO PZZA Restaurants median
Debt to equity 0.46 (1.68) 0.22
Current ratio 0.27 0.77 0.78
Net debt to EBITDA 3.05 3.91 0.43

Dividend

Metric PTLO PZZA Restaurants median
Dividend yield — 6.93% 1.79%
Payout ratio — 1.84 0.45

Size

Metric PTLO PZZA Restaurants median
Market cap 533.12m 654.81m 612.23m

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