Papa John's International Inc (PZZA)vsRestaurant Brands International Inc (QSR)
PZZA
Papa John's International Inc
$34.35
-1.12%
CONSUMER CYCLICAL · Cap: $1.19B
QSR
Restaurant Brands International Inc
$71.62
+1.16%
CONSUMER CYCLICAL · Cap: $33.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Restaurant Brands International Inc generates 376% more annual revenue ($9.59B vs $2.01B). QSR leads profitability with a 10.0% profit margin vs 1.4%. QSR appears more attractively valued with a PEG of 1.28. QSR earns a higher WallStSmart Score of 68/100 (B-).
PZZA
Hold35
out of 100
Grade: F
QSR
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.5%
Fair Value
$54.44
Current Price
$34.35
$20.09 discount
Margin of Safety
+25.3%
Fair Value
$94.60
Current Price
$71.62
$22.98 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Earnings expanding 100.0% YoY
Every $100 of equity generates 26 in profit
Strong operational efficiency at 25.9%
Areas to Watch
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
1.4% margin — thin
Weak financial health signals
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : PZZA
The strongest argument for PZZA centers on Debt/Equity.
Bull Case : QSR
The strongest argument for QSR centers on EPS Growth, Return on Equity, Operating Margin. PEG of 1.28 suggests the stock is reasonably priced for its growth.
Bear Case : PZZA
The primary concerns for PZZA are Market Cap, Return on Equity, Profit Margin. A P/E of 43.4x leaves little room for execution misses. Thin 1.4% margins leave little buffer for downturns.
Bear Case : QSR
The primary concerns for QSR are Altman Z-Score, Debt/Equity. Debt-to-equity of 4.19 is elevated, increasing financial risk.
Key Dynamics to Monitor
PZZA carries more volatility with a beta of 1.13 — expect wider price swings.
QSR is growing revenue faster at 7.3% — sustainability is the question.
QSR generates stronger free cash flow (169M), providing more financial flexibility.
Monitor RESTAURANTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
QSR scores higher overall (68/100 vs 35/100). PZZA offers better value entry with a 37.5% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Papa John's International Inc
CONSUMER CYCLICAL · RESTAURANTS · USA
Papa John's International, Inc. operates and franchises pizza delivery and take-out restaurants under the Papa John's trademark in the United States and internationally. The company is headquartered in Louisville, Kentucky.
Visit Website →Restaurant Brands International Inc
CONSUMER CYCLICAL · RESTAURANTS · USA
Restaurant Brands International Inc. owns, operates and franchises quick-service restaurants under the Tim Hortons (TH), Burger King (BK) and Popeyes (PLK) brands. The company is headquartered in Toronto, Canada.
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