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PIZZA Fair Value & Analysis

Consumer Cyclical · PH · Market cap 8.6B PHP

P PIZZA PIZZA · PSE
Price6.00 PHP
Fair Value12.05 PHP
Upside+100.8%
Quality57/100
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Mixed Growth
Thin margins · 0.0% net margin
Moderate debt
Trails peers (2/9)
Moderate moat 60/100
Evidence: High Range 8.54 PHP – 15.06 PHP Share as image

Fair value as of: Jul 13, 2026

From 26 valuation models · updated 28 days ago

Share price −0.8% over the past month.

A solid business, screening 101% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (8.54 PHP). The market is more pessimistic than our downside scenario.
  • Solid quality (57/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

10.24 PHP 5.85 PHP Fair Value 12.05 PHP Jan 2021 Jul 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 13, 2026.

How to read this chart

60‑month range 5.85 PHP – 10.24 PHP · fair‑value band 8.54 PHP – 15.06 PHP · the 6.00 PHP price screens below the 12.05 PHP fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 13, 2026.

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Analysis

PIZZA (PIZZA) currently trades at 6.00 PHP, while our model-based Fair Value estimate is 12.05 PHP, implying the stock looks roughly 100.8% undervalued today. The Quality Score stands at 57/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

The stock trades on a trailing P/E of 54.5. Fundamentals as of Jul 13, 2026

Our scenario range runs from 8.54 PHP (bear case) to 15.06 PHP (bull case); at 6.00 PHP, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 26% below its 52-week high. For context, the median of 10 Consumer Cyclical peers we cover trades at 29% fair-value upside, at 101%, PIZZA screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF 8.28 PHP 18.03 PHP 32.53 PHP 80
Residual Income 4.98 PHP 6.14 PHP 14.19 PHP 76
Rev-Margin DCF 5.86 PHP 12.04 PHP 20.54 PHP 74
All 26 models by family
DCF Models
FCF DCF 8.55 PHP 17.73 PHP 37.23 PHP 38
Owner Earnings 6.31 PHP 14.38 PHP 29.03 PHP 31
5Y Revenue Exit 5.86 PHP 12.23 PHP 21.09 PHP 39
5Y EBITDA Exit 8.58 PHP 18.18 PHP 30.73 PHP 41
5Y P/E Exit 8.68 PHP 18.39 PHP 30.04 PHP 38
10Y Revenue Exit 6.43 PHP 12.90 PHP 23.37 PHP 36
10Y EBITDA Exit 8.48 PHP 17.31 PHP 31.73 PHP 37
10Y P/E Exit 8.54 PHP 17.47 PHP 31.13 PHP 35
Earnings-Based
Graham-Dodd 4.82 PHP 27.01 PHP 37.52 PHP 54
Lynch FV 7.56 PHP 10.80 PHP 14.04 PHP 50
PEG = 1.0 7.56 PHP 10.80 PHP 14.04 PHP 46
EPV 3.24 PHP 4.11 PHP 4.87 PHP 59
Dividend Discount
Gordon GGM 1.76 PHP 3.50 PHP 5.30 PHP 70
DDM Multi-Stage 1.76 PHP 3.02 PHP 3.69 PHP 61
Multiples
P/E Multiple 11.69 PHP 15.59 PHP 19.49 PHP 63
P/S Multiple 7.72 PHP 10.30 PHP 12.87 PHP 58
P/B Multiple 9.04 PHP 12.05 PHP 15.06 PHP 55
EV/EBIT 7.85 PHP 11.23 PHP 14.60 PHP 53
EV/EBITDA 9.27 PHP 13.12 PHP 16.97 PHP 54
EV/Revenue 4.55 PHP 7.48 PHP 10.40 PHP 43
Asset-Based
NCAV (Graham) 2.63 PHP 3.52 PHP 5.26 PHP 50
Growth DCF
Growth DCF 8.28 PHP 18.03 PHP 32.53 PHP 80
Rev-Margin DCF 5.86 PHP 12.04 PHP 20.54 PHP 74
Economic Profit
Residual Income 4.98 PHP 6.14 PHP 14.19 PHP 76
ROIC Compounder 3.24 PHP 4.11 PHP 4.87 PHP 72
Growth Earnings
Growth-Adj P/E 11.59 PHP 16.56 PHP 21.53 PHP 68

Widest divergence: DCF Models (17.31 PHP) versus Dividend Discount (3.02 PHP). Highest evidence: Growth DCF (80).

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Quality Score breakdown

Overall quality 57/100

Of which business quality 55 · Market factors (momentum, volatility) 36

Profitability 44
Margins and returns on capital today
Quality Growth 57
Are margins and returns improving?
Cashflow 66
Earnings quality: real cash, not paper profit
Fin. Strength 42
Balance sheet, leverage, solvency risk
Investment 41
Disciplined investing over empire-building
Low Volatility 75
Calm price path (market factor)
Momentum 23
Price trend over the last 3–12 months (market factor)
52W Momentum 12
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

Revenue & earnings trend

FY2020 – FY2024 · reported fiscal years

PIZZA reported revenue of 14.5B PHP in FY2024 versus 5.3B PHP in FY2020, a compound +28.5%/yr. Reported net income was 1.2B PHP in FY2024.

Growth Quality 77/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2024)
14.5B PHP
Latest YoY
+12.7%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+38.2%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+11.9%
Avg. growth/yr (10Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+11.9%
Revenue +28.5%/yr
FY20 5.3B PHP
FY21 5.5B PHP
FY22 10.1B PHP
FY23 12.8B PHP
FY24 14.5B PHP
Net income
FY20 −254M PHP
FY21 123M PHP
FY22 874M PHP
FY23 1.1B PHP
FY24 1.2B PHP

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Cite: Fair Value Calculator (2026). "PIZZA Fair Value". https://www.fairvalue-calculator.com/stock/PIZZA

Peer Group

Consumer Discretionary · 3552 stocks

How this stock ranks against its sector: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median. (Industry “Hotels & Entertainment Services” was too small, so the broader sector is used.)

Quality Score 57 · Above median
Fair Value upside +101% · Top 25%
Return on assets 0% · Below median
Net margin (TTM) 0% · Below median
Operating margin (TTM) 0% · Below median
Revenue growth 0% · Below median
Debt / equity 0.58× · Higher than 75% of peers

Valuation Multiples vs Consumer Discretionary median · lower = cheaper

P/E (TTM) 54.5× · Pricier than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 100 · sector 22
FUTURE 0 · sector 14
PAST 0 · sector 21
HEALTH 71 · sector 96
DIVIDEND 0 · sector 41

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Hotels & Entertainment Services stocks, each showing price versus our Fair Value estimate (as of Jul 13, 2026).

Stock Price Fair Value vs Fair Value
JFC JFC 145.80 PHP 210.34 PHP +44%
BLOOM BLOOM 1.90 PHP 1.70 PHP -11%
Ananti Inc 025980 3,600 KRW 3,166 KRW -12%
PT Hotel Mandarine Regency Tbk HOME 50.00 IDR 85.45 IDR +71%
Modetour Network Inc 080160 8,290 KRW 14,293 KRW +72%
MAXS MAXS 2.12 PHP 2.73 PHP +29%
PT Marga Abhinaya Abadi Tbk MABA 50.00 IDR 12.20 IDR -76%
HSIL HSIL ₹364.75 ₹212.72 -42%
WEB WEB 14.16 PHP 4.00 PHP -72%
Very Good Tour Co 094850 4,225 KRW 13,304 KRW +215%

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Frequently asked questions

Is PIZZA overvalued or undervalued?
As of Jul 13, 2026, our model estimates a fair value of 12.05 PHP versus a price of 6.00 PHP, about +101% (undervalued).
What is the fair value of PIZZA?
Our model-based fair value for PIZZA is 12.05 PHP (as of Jul 13, 2026), built from audited fundamentals. The current price is 6.00 PHP.
What is the quality score of PIZZA?
PIZZA has a Quality Score of 57/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the net profit margin of PIZZA?
The net profit margin of PIZZA is about 0.0%, meaning it keeps roughly 0.0% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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