Domino's (DPZ)
NASDAQConsumer DiscretionaryRestaurantsSnapshot 2026-09-14
$323.77+3.91%
Close 2026-09-14 · 1-day change
NASDAQConsumer DiscretionaryRestaurantsSnapshot 2026-09-14
Research Workspace
Put DPZ beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Restaurants is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — U.S. same store sales growth near 0.9% in Q1 2026: U.S. SSSG not reported; total rev +3.5% vs 0.9% target.
View ThesisRevenue is growing steadily — about 5% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 21%.
View QualityManagement screens strong on capital allocation, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 37% in its worst 12-month stretch.
View RiskDomino's Pizza needs to improve its same-store sales growth to justify its current price. U.S. same-store sales increased only 0.1% in Q2 2026, with delivery comparable sales declining 0.7%. The stock trades at 18× P/E versus a peer median of 17×, indicating modest expectations compared to our view. The primary risk is the company's weak execution quality, which could lead to further declines in sales and margins. Peer multiples imply a price about 22% above where it trades. This read is provisional.
Trailing returns as of 2026-09-14. DPZ is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 31 analysts currently covering DPZ (as of Sep 2026).
Based on 8 Wall Street analysts offering 12-month price targets for DPZ in the last 4 months.
Continue this research
Compare DPZ with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| DPZ Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Restaurants — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put DPZ next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Increase U.S. market share
Increased competition threatens U.S. market share growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $323.77
The last 12 months of price, then the range of analyst 12-month targets from today’s $323.77.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Increase U.S. market share
Closure impacts market share growth in India.
Threatens: Enhance supply chain efficiency and gross margin
Hygiene issues could harm brand reputation and supply chain efficiency.
Threatens: Increase U.S. market share
Hygiene violations could harm U.S. market share growth.
New franchisee expands market presence.
New store opening increases footprint.
