Added to YB: 2025-11-06
Pitch date: 2025-11-03
DPZ [bullish]
Domino's Pizza, Inc.
-21.71%
current return
Author Info
Investing w/ Martin is a former poker pro. Now I split my time between programming and investing. Switched from indexing to active mid-2022. Beat SPY every year since. Returned 30% in 2023, 71% in 2024, and ~35% YTD. I run an 85% net long/short book atm. 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
$404.20
Price Target
N/A
Dividend
2.58%
EV/EBITDA
13.56
P/E
17.76
EV/Sales
3.05
Sector
Hotels, Restaurants and Leisure
Category
N/A
October Writeup: +42% YTD | Buy: Domino's Pizza, Inc.
DPZ: Defensive play for inflationary K-shaped economy where consumers retreat to pizza. Dominant market position taking QSR pizza share. Author planning detailed writeup but views as safe harbor amid broader market concerns about single-trade dependency and government 'run it hot' policy.
Read full article (1 min)