DMP AU

Domino's Pizza Enterprises Ltd.

Consumer


Presented:03/09/2018
Price:A$43.70
Cap:$3.03B
Current Price:A$36.76
Cap:$2.66B

Presented

Date03/09/2018
PriceA$43.70
Market Cap$3.03B
Ent Value$3.53B
P/E Ratio34.51x
Book ValueA$4.09
Div Yield2.17%
Shares O/S88.52M
Ave Daily Vol506,414
Short IntN/A

Current

PriceA$36.76
Market Cap$2.66B
Domino's Pizza Enterprises Ltd. engages in the operation of pizza retail food outlets and franchise services. Its retail stores offer pizzas, pizza subs, pastas, sides and crusts. The company was founded on December 27, 1983 and is headquartered in Brisbane, Australia.

Publicly traded companies mentioned herein: Domino’s Pizza Enterprise Ltd (DMP AU), Domino’s Pizza Inc (DPZ), Restaurant Brands International Inc (QSR)

Highlights

The presenter is long shares of Domino’s Pizza Enterprise (DMP AU), the Australian franchise licensor of Domino’s Pizza. He believes DMP’s growth and earnings potential over the coming years, as well as its margin profile and overall operational excellence, are underappreciated due to recent “noise” around the company. In addition, there is optionality around balance sheet leverage, international expansion, and expanding to other franchise concepts. There could be 50% - 60% upside to DMP AU shares from growing current operations, with additional upside if any other catalysts come into play.

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Idea Discussion

Commentor 1 - 2 weeks ago

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