DPZ

Dominos Pizza Inc

Consumer


Presented:11/10/2022
Price:$357.82
Cap:$12.67B
Current Price:$427.26
Cap:$14.76B

Presented

Date11/10/2022
Price$357.82
Market Cap$12.67B
Ent Value$18.17B
P/E Ratio28.97x
Book ValueN/A
Div Yield1.18%
Shares O/S35.40M
Ave Daily Vol766,968
Short Int4.67%

Current

Price$427.26
Market Cap$14.76B
Domino's Pizza, Inc. engages in the management of a network of company-owned and franchise-owned pizza stores. It operates through the following segments: U.S. Stores, International Franchise, and Supply Chain. The U.S. Stores segment consists primarily of franchise operations. The International Franchise segment comprises a network of franchised stores. The Supply Chain segment manages regional dough manufacturing and food supply chain centers. The company was founded by James Monaghan and Thomas Stephen Monaghan in 1960 and is headquartered in Ann Arbor, MI.

Publicly traded companies mentioned herein: Domino’s Pizza Inc (DPZ)

Highlights

The presenter is long shares of Domino’s Pizza Inc (DPZ), believing the stock has reached an intersection of two investable patterns: cyclical dynamics being treated as secular dynamics and unit prices increasing while unit costs decrease. After a year of negative EPS revisions, expectations seem low enough that these two bullish dynamics can start driving positive revisions, which is generally met with multiple expansion. He models $15.50 of EPS next year, which is 9% above the Street’s $14.18, and underwrites a 26x multiple to reach a $400 price target from the current $350 share price. 

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Idea Discussion

Commentor 1 - 2 weeks ago

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