Added to YB: 2026-09-16
Pitch date: 2026-09-14
DPZ [bullish]
Domino's Pizza, Inc.
Author Info
Coughlin Capital is a long-term investor dedicated to uncovering quality, undervalued companies. Sharing my journey as a do-it-yourself investor with in-depth research, actionable insights, and lessons learned along the way. Sign up for the newsletter.
Company Info
Domino's Pizza, Inc. operates as a pizza company worldwide. The company operates through three segments: U.
Market Cap
$10.3B
Pitch Price
N/A
Price Target
N/A
Dividend
2.55%
EV/EBITDA
13.63
P/E
17.65
EV/Sales
3.04
Sector
Hotels, Restaurants and Leisure
Category
value
Domino’s (DPZ): Has the Selloff Gone Too Far?
DPZ: Domino’s offers a buyback-led return case at roughly $312, or 17.8x FY25 diluted EPS: 4–5% annual net-income growth plus 2–3% yearly share-count reduction and a 2.5% dividend yield could produce 9–11% annual returns without multiple expansion. Scale supports low prices and franchisee profitability, but Q2 2026 same-store sales were essentially flat, while $4.8 billion of debt and 4.3x leverage could constrain repurchases.
Read full article (10 min)