Professional
Added to YB: 2026-01-08
Pitch date: 2025-12-31
DOM.L [bullish]
Domino's Pizza Group plc
+2.7%
current return
Author Info
Palm Valley Capital Management was founded on the bedrock of an absolute return investment process. Our goal is to deliver an attractive return over a full market cycle, consisting of both a bull and bear market. Sign up for the newsletter.
Company Info
Domino's Pizza Group plc owns, operates, and franchises Domino’s Pizza stores in the United Kingdom and Ireland.
Market Cap
GBP 657.9M
Pitch Price
GBP 1.74
Price Target
N/A
Dividend
6.44%
EV/EBITDA
9.48
P/E
8.70
EV/Sales
1.78
Sector
Hotels, Restaurants and Leisure
Category
value
Palm Valley Capital Management New Position: Domino's Pizza Group plc
DOM.L (new position): UK pizza delivery leader (54% mkt share, 1,400 stores) trading at record low <9x earnings despite gaining share in declining industry. Cash-generative w/ 6%+ dividend yield. CEO exit over M&A disagreement resolved favorably. 2025 SSS barely positive on pricing alone but maintaining EBITDA guidance. Heavily shorted, priced for death but holding steady in tough UK consumer environment.
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